SDFEI May 2011 Newsletter - Financial Executives International

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SDFEI May 2011 Newsletter - Financial Executives International

President’s Corner

Steve Martin

SDFEI President

Dear Colleagues:

Deciding to join FEI means you’re making a sound investment,

in both your business and your career. Join

your peers who come to FEI for networking with the

best in the business, knowledge that saves them time and

helps them work smarter, advocacy for their interests and

ethical leadership that sets the standard for the profession.

FEI’s members take advantage of these benefits

through local chapter meetings, social gatherings and national

conferences. FEI members also gain access to a

broad range of relevant financial material and benchmarking

data on the FEI website.

FEI is made up of 180 local San Diego financial leaders

and over 12,000 fellow members nationwide. If you are

now considering becoming a part of this culture or have

an associate who you believe could benefit from the

qualities of FEI, please let me know.

2011 is off to a great start in the financial markets and

there are a number of creative, technology focused companies

attracting investment capital which further spurs

economic growth in our country. Now, more than ever,

companies are seeking informed, engaged and talented

financial executives to help grow their business. FEI is

the premier organization for developing senior financial

executives and we hope you will be an active participant.

Thanks again to our 15 very active San Diego sponsors

and the local university educators supporting our programs.

I look forward to seeing you at our next event!

FEI San Diego

Chapter Newsletter

May 2011

Volume 2011 — No. 5

Intercollegiate Athletic Administration . . .

SDFEI Meets SDSU AD Jim Sterk

Closing out SDFEI’s 2010-11

educational series, SDFEI turns

to Jim Sterk, Director of Intercollegiate

Athletics at San Diego

State University, as its breakfast

guest speaker Thursday, May 19

in the new Parma-Payne-Goodall

Alumni Center on the SDSU

campus.

Members and Sponsoring Partners

are encouraged to invite

SDSU’s Jim Sterk.

their colleagues and staffs to attend this unique

“Leading the Aztecs” Leadership Breakfast with

their fellow financial executives from SDFEI and

other area financial societies . . . SDSU alumni

might be especially interested in attending.

Breakfast and parking are complimentary for

SDFEI Members and one guest. Additional guests

are welcome, at a cost of just $25 per person.

Members and Sponsoring Partners may register

via e-mail at pierpoint2@cox.net, or call Paul at

619.231.5953. Timeline: Registration and Networking

7am to 7:30am; Breakfast at 7:30am;

“Leading the Aztecs” by Jim Sterk at 8am.

Jim Sterk was named San Diego State University’s

Director of Intercollegiate Athletics in February

2010. He was formerly at Washington State

University where he served as athletic director

since 2000. Prior to his hire at WSU, he served as

AD at Portland State University from 1995 to

2000. He has 24 years’ experience in athletics administration

performing a variety of roles. “I’m

thrilled with this opportunity and looking forward

to taking SDSU Athletics to next level of success.

We want to build a program that the university, the

community and all Aztecs fans can be proud of,”

Sterk explains. See you there!


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FEI SAN DIEGO CHAPTER

Newsletter Editor: Paul Pierpoint

Post Office Box 13054

La Jolla, CA 92039-3054

Phone: 619-231-5953; 619-871-4335 (cell)

Fax: 1-619-231-5958

Email: pierpoint2@cox.net

Website: www.financialexecutives.org

May 19, 2011

SDSU Parma Goodall Alumni Ctr.

SDFEI Leadership Breakfast

Registration/Networking

“Guiding the Aztecs”

Presentation by Jim Sterk,

Athletic Director,

San Diego State University

Adjournment

July 27, 2011

PETCO Park

SDFEI Evening with the Padres

vs. Arizona Diamondbacks 7:05pm

September 15, 2011

Marriott Del Mar (Venue Change)

Board of Directors

Professional Development Seminar

Networking Reception

Dinner with Mark Snell,

EVP & CFO — Sempra Energy

Presentation by Mr. Snell

October 20, 2011

Marriott La Jolla

Board of Directors

Professional Development Seminar

Networking Reception

Dinner with Chip Espinoza

CEO, GeNext Consulting

Presentation by Mr. Espinoza

November 17, 2011

Marriott La Jolla

Board of Directors

Professional Development Seminar

Networking Reception

Dinner with Jim Hinrichs,

CFO of CareFusion

“Salute to Success”— CareFusion

December 2011

No Meeting Scheduled

January 18, 2012 (Wednesday)

Marriott La Jolla

“Dinner with SEC”

7:00 -

7:30am

8:00am

9:00am

3:15pm

4:30pm

5:30pm

6:30pm

7:30pm

3:15pm

4:30pm

5:30pm

6:30pm

7:30pm

3:15pm

4:30pm

5:30pm

6:30pm

7:30pm

Speakers Highlight Chapter Dinner-Meetings

Mark Your Calendar for SDFEI’s Outstanding Programming for Fall 2011

SEPTEMBER 15, 2011

MARK SNELL, Executive Vice President & CFO

Sempra Energy

Mark A. Snell is executive vice president and

chief financial officer of Sempra Energy, a San

Diego-based Fortune 500 energy services holding

company whose subsidiaries provide electricity,

natural gas and value-added products and services.

Mr. Snell formerly was group president of Sempra

Global, the umbrella organization for the competitive

businesses of Sempra Energy.

He holds a bachelor's degree in accounting from

San Diego State University and is a certified public accountant.

OCTOBER 20, 2011

CHIP ESPINOZA, Chief Executive Officer

GeNext Consulting

Chief Executive Officer of GeNext Consulting, Dr.

Chip Espinoza also teaches leadership in the Hobbs

Leadership Program at California State University

Long Beach. He has extensive experience consulting

in the civic, corporate and non-profit sectors.

His client list ranges from The Boeing Company to

Special Olympics. He specializes in helping leaders

initiate and lead change initiatives. Recently, Chip has

been keynoting in organizations across the country on

his research about ‘Twenty-Somethings’ and their value to organizations.

He co-authored Managing the Millennials: Discover The Core

Competencies Needed for Managing Today’s Workforce.

NOVEMBER 17, 2011

JIM HINRICHS, Chief Financial Officer

CareFusion

To accept SDFEI’s “Salute to Success” award

for CareFusion, Jim Hinrichs is chief financial

officer there. Previously, he held various positions

at CareFusion, including controller and senior

vice president of Global Customer Support.

Prior to CareFusion, Jim was chief financial officer

of the Clinical and Medical Products segment

of Cardinal Health and served as executive vice

president and controller of Cardinal Health and

chief financial officer of Cardinal Health's

Healthcare Supply Chain Services segment.

Jim Hinrichs holds undergraduate and graduate degrees in business

from Carnegie Mellon University.


SDBJ “CFO of the Year” Awards

SDFEI Members garnered awards at the 2011 “CFO of

the Year” ceremony hosted by San Diego Business Journal.

Pictured above with spouse Jeanette Amen and

SDBJ President & Publisher Randy Frisch, SDFEI

President Steve Martin was CFO of the Year.

Above, Mr. Frisch and SDBJ Editor-in-Chief Reo

Carr welcome the full house of guests and honorees

that included Lifetime Achievement Award

recipient William Scarfia (at lectern) and (below)

SDFEI Members John Prunty of Optimer Pharmaceuticals

and Barbara Wight of Taylor Guitars. Not

pictured: Award Finalist John Radak, Quidel Corp.

Frequently Asked Questions About . . .

FEI Combined Dues Billing

In 2010, the FEI Board of Directors approved

moving all FEI Chapters into the Combined Dues

Billing (CDB) program to ease the administration

and processing of membership dues for both the

member and the Chapter. CDB combines National

dues with Chapter dues on ONE invoice. The dues

are collected annually through a series of invoices

from Headquarters, beginning approximately 90

days prior to the member’s renewal date.

Here are some frequently asked questions about

the Combined Dues Billing Program.

Q. I am a Life Retired member and have not been

invoiced in the past. Why am I receiving an invoice

now?

This invoice is for your Chapter dues only. You will

never be billed Life Retired National dues. If you wish

to stop receiving these invoices, simply contact FEI

Headquarters at 973-765-1070.

Q. There is a second Chapter dues amount on my

invoice, what is this?

If there is a second Chapter’s dues amount on your

invoice, then you are currently an additional member of

that chapter. You can pay this amount to be a paid

member of the Chapter, or contact Headquarters to

update your Chapter relationship.

Q. My invoice only has a local dues amount,

where is the National dues fee?

This means you have paid your National dues amount,

but not your local Chapter dues amount. You will keep

receiving invoices up to seven times or until the amount

is paid.

Q. My invoice only has a National dues amount;

where is the local Chapter dues fee?

This means you have either paid your local Chapter

dues, or your Chapter does not charge local dues. You

will keep receiving invoices up to seven times or until

the amount is paid.

Q. In the past, I would remit local dues payment

to my Chapter, how can I remit payment now?

Mail/Fax/Email: The member can send credit card payment

information or check directly to Headquarters for

processing. Online: The member can log onto

www.financialexecutives.org/dues and pay both their

National and Chapter dues online.

If you have any questions about any part of FEI’s

Combined Dues Billing program or processes,

please contact Jackie Major, Senior Associate,

Chapter Support, at 973.765.1099 or via email at

Jmajor@financialexecutives.org .

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SDFEI Special Event . . .

Evening With The Padres

Let SDFEI take you out to the ballgame by

joining your peers Wednesday July 27 when

the Padres host the Arizona Diamondbacks, a

7:05pm first pitch.

This year, SDFEI’s delegation will watch the

action from Picnic Terrace No. 1, located directly

behind the Padres bullpen in center

field. Get great seating in a patio format, food

(included) and beverages, and even a chance to

hobnob with Padres relief pitchers — for the allinclusive

price of $35 per person for the first

two tickets, and $70 per ticket for each additional

person in your delegation.

Tickets for Sponsoring Partners: all $70 each.

Seating is limited and every year SDFEI’s

special event gets sold out; so get your order in

early! For “FEI Evening with the Padres”, you

may register at pierpoint2@cox.net.

Or contact Paul at 619.231.5953. Play Ball!

Receiving the Newsletter

SDFEI's May newsletter is being e-mailed and is also being

mailed to Members and Sponsoring Partners via

USPS, unless you wish to “opt out” for one or the other. If

you prefer to receive the newsletter electronically-only,

and to not receive the redundant USPS mail version, simply

advise pierpoint2@cox.net and your USPS mailing

label will be removed from the SDFEI snail-mail newsletter

distribution process.

Newsletters & The Internet

Your chapter newsletter is posted on the Internet at

www.financialexecutives.org. Use SDFEI to help keep

your personal data up to date — pierpoint2@cox.net,

619.231.5953, or go online at the FEI website to update email

address, snail mail addresses, telephone, etc.

SPECIAL NOTE — CHANGE OF VENUE

SDFEI’s September 15, 2011 meeting-dinner will be set in

a new venue — the Marriott Del Mar. Please mark your

calendar to meet Sempra’s Mark Snell at Marriott Del Mar,

11966 El Camino Real, San Diego, CA 92130.

SDFEI Welcomes New Members

JENNIFER DONOHUE

PURE Bioscience, Inc.

Jennifer Donohue, CPA, is the Director

of Sarbanes Oxley Compliance at PURE

Bioscience (Nasdaq: PURE), a public

company that develops and markets technology-based

bioscience products that

provide non-toxic solutions to numerous

global health challenges.

Ms. Donohue worked for Arthur Andersen

from 1999 to 2002, followed by finance and audit roles

at Sharp Healthcare and Stratagene.

She holds a Bachelor of Business Administration from

The College of William & Mary and currently serves as the

Treasurer on the Board of Friends of County Animal Shelters

(FOCAS), a local non-profit organization.

JOSHUA HAIMS

Networkfleet

Joshua Haims is Vice President of Finance

for Networkfleet. As chief financial,

accounting and compliance officer,

Haims is responsible for driving and managing

all finance, accounting, audit, tax

and legal resources. He is an accomplished

financial and operational executive

with a proven track record in working in

both public and private organizations.

Prior to joining Networkfleet, Haims served as the Vice

President of Finance and Operations at InfoSonics.

Haims holds a Bachelor of Science degree in Accounting

and Finance from Tulane University’s A. B. Freeman

School of Business and is a Certified Public Accountant.

DREW A. MOYER

Pulse Electronics

Drew A. Moyer is Senior Vice President,

Chief Financial Officer at Pulse

Electronics and is responsible for all financial

functions. Pulse Electronics, formerly

Technitrol and based in Trevose,

PA, has annual revenue of approximately

$450 million, operations in 13 countries

and some 22,000 employees. He has

served as Chief Executive Officer of AMI Doduco, Inc., a

Pulse business segment with operations in the United

States, Mexico, Spain, Germany and China. In the late-80s

he was with Ernst & Young LLP.

Moyer received an MBA with majors in finance and international

business from Drexel University, and graduated

Magna cum Laude from Temple University.


SDFEI Honors Outstanding Area Finance and Accounting Students

Dr. Nick Educates SDFEI Members and Sponsoring Partners

SDFEI’s “Dr. Nick and the Students”, a.k.a. 21st Annual Student Awards Night, featured (top—

l.-r.) Dr. Nick Yphantides, author of “The Big Fat Greek Diet” with SDFEI President Steve Martin.

Dr. Nick clarified the nation’s healthcare situation for a large audience of SDFEI Members,

Sponsoring Partners and Guests. SDFEI unveiled 2010-11 award from FEI National for “Best

Chapter”; and scholarship recipients from the University of San Diego and San Diego State

University included the Thompson Search Scholarship from Judy Thompson to John Ross of

SDSU, Steve Martin with recipients of the respected Charles R. (Chuck) Allen Scholarships (l.r.)

Nicole Anderson (SDSU) and Rhianna Neal (USD); and SDFEI Scholarship winner Charles

Tyson from SDSU. Unable to attend: SDFEI Scholarship recipient Mercedes Kastner from USD,

and Mrs. Marion Allen, benefactor of the Charles R. (Chuck) Allen Scholarships. Thanks to all.

“Outstanding Student” certificates and cash awards were presented to deserving scholars by their universities’ deans and faculty.

Pictured (at left with Mr. Martin) Christopher Tobias, Cara Druse, Alexandra Demidova, Dr. Diane Pattison (USD-Accounting), Dean

David Pyke, Dr. Shreesh Deshpande (USD-Finance) and Mabela Diaz Etienne. (Center) CSUSM’s Dr. Eun “John” Kang, Jason

McDaniel, Mr. Martin, Travis Fryant and Dean Dennis Guseman. (At right) the event’s master of ceremonies Dr. Sharon Lightner

(SDSU-Accounting), Ryan Aanerud, Dale Lee, Blake Currey, Dr. Mehdi Salehizadeh (SDSU-Finance) and George Allison.

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SDFEI SPONSORING PARTNERS

May 2011

Please include SDFEI’s Sponsoring Partners in

your business relationships to help assure them

that their participation in your professional society

is a worthwhile business experience.

Lenora Preciado, Bank of America Merrill Lynch

619.515.7485 leni.preciado@baml.com

Trindl Reeves, Barney & Barney LLC

858.457.3414 treeves@barneyandbarney.com

Anthony Vicari, Capital Advisors Group

858.812.2962 tvicari@capitaladvisors.com

David Crabb, CB Richard Ellis

858.546.2652 david.crabb@cbre.com

Chris Allen, Deloitte

619.232.6500 challen@deloitte.com

John Clift, Ernst & Young LLP

858.535.7200 john.clift@ey.com

Michael McCloskey, Foley & Lardner LLP

619.234.6655 mmccloskey@foley.com

Karen Miles, Houlihan Lokey

310.788.5243 KMiles@HL.com

David Fredrickson, KPMG LLP

858.750.7100 defredrickson@kpmg.com

Steven Berk, Marsh-Mercer

858.552.4234 Steven.R.Berk@marsh.com

Richard Kalenka, PricewaterhouseCoopers LLP

858.677.2400 Richard.F.Kalenka@us.pwc.com

Paige Simon Boyd, Resources Global Professionals

619.230.7640 Paige.SimonBoyd@resources-us.com

Susan Pace, Robert Half Management Resources

858.452.2626 Susan.Pace@rhi.com

Mike Metz, RR Donnelley

858.623.9936 mike.metz@bowne.com

Judy Thompson, Thompson Search

858.452.1200 judy@thompsonsearch.com

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