FEI Newsletter August September 2011.indd - Financial Executives ...

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Membership News Welcome New Members Timothy Czech Controller Integrated Project Management Company, Inc. Dean Hagen CFO Helio Precision Products Joseph Kosinski Director Corporate Accounti ng & Customs and Trade Compliance Abbott Laboratories Andrew Kotlarz VP, CFO, Treasurer Morton Salt Inc.; K+S Group Company Kevin Ozan Senior VP, Corporate Controller McDonald’s Corporati on Dan George Pekofske Assistant Corporate Controller Motorola Soluti ons Tony Peters Senior Director, Financial Reporti ng McDonald’s Corporati on New Member Recruitment Over the past several years our Chapter’s member-bring-a-prospective member campaign has been an effective and fun tool in promoting and building membership in the Chicago Chapter of FEI. There is no one who can better expound on the extensive benefits of FEI membership than one of our current members. The new chapter year has started and we will be running this program again with a few new twists and a great new Grand Prize. Let’s see if we can top the successful results of the past few years! New Member Contests Grand Prize - Most New Members Recruited Award All Expenses Paid Trip to the 2012 FEI Nati onal Summit Conference As an incenti ve to make the eff ort to bring new members into FEI and the Chicago Chapter, we are off ering an “all expenses paid” trip to the 2012 FEI Nati onal Conference in Orlando, Florida in May 2012 to the Chicago Chapter member that recruits the most new members to the Chicago Chapter between August 1, 2011 and March 31, 2012. Here’s what you need to do: If you are introducing the qualifi ed prospecti ve member through a Chicago Chapter dinner meeti ng, follow the dinner meeti ng registrati on instructi ons below under the SECOND PRIZE rules. If you are introducing a qualifi ed prospect through other means, use the following procedure: Register your qualifi ed prospect with the FEI Chicago Chapter Offi ce. Supply the prospect’s name, ti tle, company, phone and email address. All of this informati on is required. In additi on, your prospect must qualify for FEI membership. Eligibility requirements can be found by clicking here. The member with the greatest number of prospects who become new approved FEI members and who join the Chicago Chapter by March 31, 2012 will be the winner. We’ll periodically report on our contest leaders through the monthly newslett er so you’ll know where you stand. Second Prize - Most New Prospects Award One Year Free Chicago Chapter Dues Share your great FEI experiences with valued friends and colleagues who are potenti al members. Parti cipate in the chance to win free Chicago Chapter dues for the 2012-13 year. Here’s what you need to do: 1. Invite and bring a qualifi ed prospecti ve member to one of this year’s monthly dinner meeti ngs. Pre-register your guest with the FEI Chicago Chapter Offi ce. Supply the guest’s name, ti tle, company, phone and email address. All of this informati on is required. 2. Register your guest and yourself at the meeti ng registrati on desk at the dinner. You will receive one point for each qualifi ed Prospecti ve Member Guest that you bring. 3. At our dinner in March 2012, the member who has accumulated the most points will be awarded the Second Prize Package of free Chicago Chapter dues for the 2012-13 membership year. Invite a guest(s) to our fi rst dinner meeti ng on Thursday, September 22 to hear Mark Angelson, Deputy Mayor of the City of Chicago discuss Chicago’s Economic Development Strategy and get a jump on being a GRAND PRIZE or SECOND PRIZE winner. Your qualifi ed prospecti ve member guests att end the dinner at the Chapter’s expense. Call 312-263-1661 with any questi ons and to register your guests. To review prospecti ve member qualifi cati ons, please click here. We have another great year in front of us for the Chicago Chapter of FEI. Share the experience by inviti ng qualifi ed colleagues, friends and business contacts to join FEI and the Chicago chapter and get in the running to win one of this year’s great prizes! CHICAGO CHAPTER 8 • August/September 6 • July 2011
FEI Private Company Roundtable Tyler Roberts Policy Analyst Financial Executives International 1825 K Street NW, Suite 510 Washington D.C. 20006 (p) 202.626.7807 (f) 202.626.6555 troberts@ financialexecutives.org www.financialexecutives.org CHICAGO CHAPTER Washington Policy Conference We are pleased to announce that the FEI Chicago Chapter is a disti nguished chapter sponsor for FEI’s Washington Policy Conference to be held on September 26-27 in Washington, D.C. The 2nd Annual Washington Policy Conference will bring together key business and government leaders who will provide insight into the top policy questi ons facing senior fi nancial executi ves and their companies, such as the prospects for tax reform; policy impacts of reigning in the defi cit; uncertainty and what it means for American businesses; and navigati ng the current regulatory environment. Joining this year’s conference, the Hon. Michael Oxley, former Congressman and Chairman of the House Financial Services Committ ee, who is best known for his co-authorship of the landmark Sarbanes-Oxley Act of 2002; Fred Malek, former President of Marriott Hotels and Northwest Airlines, who will share his experti se during the conference, not only as a successful business leader, but also as adviser to four U.S. Presidents over the past two decades. Special Representati ve Reta Jo Lewis, U.S. Department of State, who served as the Director of Business Outreach for the Obama-Biden Transiti on Project will add the internati onal perspecti ve this year during a presentati on on business and the global economy. Plus, senior-level staff from congressional committ ees and the Treasury Department have also been confi rmed to share their inside knowledge during in-depth panel discussions. In additi on to connecti ng att endees with policymakers, business leaders and experts on the key policy discussions in Washington, former Gov. and Rep. Mike Castle (R-Del.) and former Gov. and Rep. James Blanchard (D-Mich.) will parti cipate in what is sure to be a lively debate on the outlook for the 2012 electi ons. This debate will be moderated by nati onal politi cal commentator, Karen Hanrett y, Managing Director at Qorvis Communicati ons, who regularly appears on Fox News Channel, MSNBC and CNN. Don’t miss this exciti ng event! To register for the conference and view the full agenda, please visit htt p://www. fi nancialexecuti ves.org/policy. We look forward to seeing you in September! Private Company Roundtable Event FEI and the Private Company Roundtable are pleased to announce, Terri Polley, President and Chief Financial Offi cer of the Financial Accounti ng Foundati on (FAF) as a speaker at the Inaugural Private Company Roundtable Town Hall to be held in Washington, D.C. on Sept. 26 at the Hotel Monaco in conjunction with the Second Annual Washington Policy Conference. Ms. Polley is the fi rst person to hold the ti tle of CEO in the 38-year history of the FAF, which is the independent, private-sector organization responsible for the oversight, administration, and finances of the Financial Accounti ng Standards Board (FASB), the Governmental Accounti ng Standards Board (GASB), and their Advisory Councils. Since being appointed president of the FAF in 2007, Ms. Polley has played a key role in positi oning the Foundati on and its standard-setti ng Boards to successfully meet the challenges of rapidly-changing economic and regulatory environments. This includes implementi ng initi ati ves to enhance the Foundati on’s outreach to investors and other key consti tuents, establishing partnerships with professional accounti ng organizati ons to address issues in private-company fi nancial reporti ng, and working to achieve permanent funding for the GASB criti cal to its conti nued independence. Accounti ng Today named her as one of its “10 Worth Watching,” a designati on honoring women in leadership roles in the accounti ng industry. Ms. Polley brings more than 20 years of experience with FAF and FASB to her current role. Prior to being appointed president, she served as Executi ve Director of Advisory Groups for the FASB, acti ng as the primary liaison between the Board and its consti tuent organizati ons that provide input into its decision-making processes. From 1990 to 1999, Ms. Polley served as Controller of the FAF. She joined the FASB in 1987 as a Technical Associate from Arthur Andersen and Company in its Stamford, Connecti cut offi ce, where she was a Senior Accountant. The Private Company Roundtable is currently made up of 330 companies from 43 states and 62 FEI Chapters and was established to provide a forum for members from private companies to network and discuss private company fi nance issues. The Town Hall will begin at 2:00 p.m. on Sept. 26 and will give you access to top policy minds in Washington, as well as a forum to discuss the issues impacti ng private companies with other Roundtable members from across the nation. If you would like to arrive early in D.C. on the 26th, FEI is planning a series of meetings with Congressional offices as well as an opti onal lunch. For more informati on on the Private Company Roundtable or the Town Hall event, please contact Tyler Roberts in FEI’s Government Aff airs offi ce at 202.626.7807. 9 • August/September 2011
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Page 3 and 4: President’s Message FEI Chicago C
Page 5 and 6: Chicago CFO of the Year sm Awards M
Page 7: S P O N S O R S CHICAGO CHAPTER The
Page 11 and 12: Event Calendar August 2011 Thursday
Page 13 and 14: Chicago Chapter Standing Committees
Page 15 and 16: Benefits Finance (CBF) Develops rec
Page 17: BUILDING THE BUSINESS CASE FOR DISC

FEI Newsletter August September 2011.indd - Financial Executives ...

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