FINANCIAL EXECUTIVES INTERNATIONAL … EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER ... James Dox,...
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DINNER SPEAKER Jeffrey O. Henley, Chairman of Oracle Corporation FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER Los Angeles Chapter www.financialexecutives.org MAY 2012 Jeffrey O. Henley is Chairman of Oracle Corporation. He has held this position since January 2004. Henley was Oracle’s Chief Financial Officer and an Executive Vice President from March 1991 to July 2004, and he has been a member of Oracle’s Board of Directors since June 1995. He also serves on Oracle’s Executive Management Committee. Prior to joining Oracle in 1991, Henley served as Executive Vice President and Chief Financial Officer at Pacific Holding Company, a privately held company with diversified interests in manufacturing and real estate, and as Executive Vice President and Chief Financial Officer at Saga Corporation, a multibillion-dollar food service company. He also served as Director of Finance at Memorex Corporation in its large storage division, and as Controller of International Operations at Fairchild Camera and Instrument Corporation. Henley is a member of the Board of Governors for the Boys and Girls Clubs of America and serves on both the Chancellor’s Advisory Council and the International Advisory Council of the Engineering College for the University of California at Santa Barbara. He is also a member of the Board of Directors of Digital Consumer Solutions Inc., which operates a digital-out-of home signage network for retail advertisers, and serves on the Advisory Board of InTouch Technologies, a provider of remote presence solutions for healthcare providers. Henley has a BA in economics from the University of California at Santa Barbara and an MBA in finance from UCLA. In 2004, he received the UCLA Anderson School’s Outstanding Alumnus award. Dear Members, We are excited about our special event this month. Our May meeting will feature Jeff Henley, Chairman of Oracle. It will be held at the Jonathan Club in Downtown Los Angeles on Thursday, May 17th, with networking beginning at 5:00 pm. See page 2 for details. As previously announced, this is a unique opportunity and will be held in lieu of the originally-planned Spring Social. We anticipate high attendance based on the unusually large number of reservations we have received thus far. There will be additional capacity. Members of the Orange County and Inland Empire FEI Chapters are also being invited. This will be an exceptional occasion to showcase our Chapter and we encourage you to bring colleagues and others as guests. I look forward to seeing you there. Congratulations to the newly-elected Chapter officers and board members for next fiscal year. I would like to thank our current officers and board members for their outstanding service. We have had a remarkable year with consistently high quality speakers and special events. Well done! Thank you, Bill Bill Beech [President’s Message] IN THIS ISSUE: PAGE 2 UPCOMING NETWORKING EVENTS PAGE 3 FRIENDS OF THE CHAPTER PAGE 4 FEI CHAPTER INFORMATION PAGE 5 MARKETPLACE connecting financial executives [email protected] PRESENTS: ENABLING TRUE BUSINESS TRANSFORMATION: THE CFO’S ROLE President Nick Koutouras VP Friends Development Brian Parisi VP Secretary Chris Broquist Asst Secretary Marcy Lebovitz VP Administration Jon Zeller VP Special Events Robert Wright VP Programs Ron Miller Treasurer Preeti Mehta General Auditor Shirley Wiliani VP Membership Paz Hernandez VP Diversity David Ruiz VP Career Services Bob Havlik Incoming 2012-2013 Officers and Directors Chapter Directors Bill Beech John Combs Loren Miller Marzi Mistry Dewey Norton Jay Panzica Roger Shockley Roger Stephens
Transcript of FINANCIAL EXECUTIVES INTERNATIONAL … EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER ... James Dox,...
DINNER SPEAKERJeffrey O. Henley, Chairman of Oracle Corporation
FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER
Los Angeles Chapter www.financialexecutives.org
MAY 2012
Jeffrey O. Henley is Chairman of Oracle Corporation. He has held this position since January 2004.
Henley was Oracle’s Chief Financial Officer and an Executive Vice President from March 1991 to July 2004, and he has been a member of Oracle’s Board of Directors since June 1995. He also serves on Oracle’s Executive Management Committee.
Prior to joining Oracle in 1991, Henley served as Executive Vice President and Chief Financial Officer at Pacific Holding Company, a privately held company with diversified interests in manufacturing and real estate, and as Executive Vice President and Chief Financial Officer at Saga Corporation, a multibillion-dollar food service company. He also served as Director of Finance at Memorex Corporation in its large storage division, and as Controller of International Operations at Fairchild Camera and Instrument Corporation.
Henley is a member of the Board of Governors for the Boys and Girls Clubs of America and serves on both the Chancellor’s Advisory Council and the International Advisory Council of the Engineering College for the University of California at Santa Barbara. He is also a member of the Board of Directors of Digital Consumer Solutions Inc., which operates a digital-out-of home signage network for retail advertisers, and serves on the Advisory Board of InTouch Technologies, a provider of remote presence solutions for healthcare providers.
Henley has a BA in economics from the University of California at Santa Barbara and an MBA in finance from UCLA. In 2004, he received the UCLA Anderson School’s Outstanding Alumnus award.
Dear Members,
We are excited about our special event this
month. Our May meeting will feature Jeff Henley, Chairman of Oracle. It will be held at the Jonathan Club in Downtown Los Angeles on Thursday, May 17th, with networking beginning at 5:00 pm. See page 2 for details. As previously announced, this is a unique opportunity and will be held in lieu of the originally-planned Spring Social. We anticipate high attendance based on the unusually large number of reservations we have received thus far. There will be additional capacity. Members of the Orange County and Inland Empire FEI Chapters are also being invited. This will be an exceptional occasion to showcase our Chapter and we encourage you to bring colleagues and others as guests. I look forward to seeing you there.
Congratulations to the newly-elected Chapter officers and board members for next fiscal year. I would like to thank our current officers and board members for their outstanding service. We have had a remarkable year with consistently high quality speakers and special events. Well done!
Thank you,
BillBill Beech
[President’s Message]
IN THIS ISSUE:PAGE 2 UPCOMING NETWORKING EVENTS
PAGE 3 FRIENDS OF THE CHAPTER
PAGE 4 FEI CHAPTER INFORMATION
PAGE 5 MARKETPLACE
connecting financial executives
PRESENTS: ENABLING TRUE BUSINESS TRANSFORMATION: THE CFO’S ROLE
President Nick Koutouras
VP Friends Development Brian Parisi
VP Secretary Chris Broquist
Asst Secretary Marcy Lebovitz
VP Administration Jon Zeller
VP Special Events Robert Wright
VP Programs Ron Miller
Treasurer Preeti Mehta
General Auditor Shirley Wiliani
VP Membership Paz Hernandez
VP Diversity David Ruiz
VP Career Services Bob Havlik
Incoming 2012-2013 Officers and Directors
Chapter Directors
Bill Beech
John Combs
Loren Miller
Marzi Mistry
Dewey Norton
Jay Panzica
Roger Shockley
Roger Stephens
SAVE THE DATEMay 17 Downtown LA Jonathan Club – Extended Social Hour (5:00 PM) Celebrating a great year with our Chapter friends and our members; greeting
prospective members & chapter friends and welcoming our colleagues from Inland Empire and Orange County.
Dinner Speaker (7:00 PM): Jeffrey O. Henley, Chairman of Oracle Corporation: “Enabling True Business Transformation: The CFO’s Role”
September 20 Downtown LA Jonathan Club Professional Development: to be announced
Dinner Speaker: to be announced
October 18 Downtown LA Jonathan Club Professional Development: to be announced
Dinner Speaker: to be announced
November 15 Downtown LA Jonathan Club Professional Development: to be announced
Dinner Speaker: to be announced
December TBD Downtown LA Jonathan Club Holiday Social (in lieu of monthly meeting): to be announced
UPCOMING NETWORKING
EVENTS[ Area Luncheons]
All members and Friends of the Chapter are encouraged to attend one of the area luncheons on May 10, at the addresses listed below. Feel free to bring a guest and join members in an informal exchange of ideas.
12:00 PM DOWNTOWN/PASADENA/
CLAREMONT/GLENDALE University Club, 175 North Oakland Avenue
Pasadena, 626/793-5157
<<< INFORMATION >>>
12:00 PM WEST SIDE/SOUTH BAY
Tony P’s Dockside Grill, 4445 Admiralty WayMarina Del Rey, www.Tonyps.com
<<< INFORMATION >>> Mark Green 424/218-8276
12:00 PM SAN FERNANDO VALLEY
NICOLA’S KITCHEN, 20969 VENTURA BLVD., WOODLAND HILLS
<<< INFORMATION >>> Bill Sleeper 213/700-8322
Dick Jackson 626/335-6896
Ed McIntyre 323/715-0973
PLEASE BRING CASH TO PAY FOR YOUR LUNCH
MAY 2012 PAGE 2
MAY 17 [ALL MEETINGS WILL BE HELD ON THE THIRD FLOOR]
5:00 - 6:45PM NetworkingFlorentine Lounge
6:45 - 9:00PM Dinner/Dinner SpeakerMain Dining Room
*DETAILS AND DIRECTIONS: THE JONATHAN CLUB545 S. Figueroa, L.A. (Figueroa & 6th Street), Valet Parking Only—No Charge
From 110 Freeway South: Exit Wilshire, left on Wilshire, left on Figueroa, pass 6th St., left into Jonathan Club garage.
From 110 Freeway North: Exit 9th St., left on Figueroa, pass 6th St., left into garage.
Dress Code: Coat and tie for gentleman. Formal daytime attire for ladies; pantsuits permitted.
ARE YOU IN BETWEEN JOBS OR THINK YOU MAY BE
The LA Chapter wants to help you obtain a new position. Here are several ways we can assist you:> Bob Havlik of our Career Services Committee receives job opening notices from search firms and
others. He forwards these to FEI members on his email list. To get on Bob’s distribution list, email him at [email protected] and put “Add my name to FEI email list” in the SUBJECT line. To advise Bob of an opening, please email him with the specifics.
> Attend Chapter functions and meet members and Friends who may be aware of opportunities.> In order to renew your annual dues in the Career Transition category, you must contact Mary
Mulvaney at FEI HQ for approval. Mary can be reached at [email protected] or 973/765-1016 (FEI HQ DOES NOT AUTOMATICALLY RENEW YOUR MEMBERSHIP IN THIS CATEGORY)
We hope you will SHARE TIPS or EXAMPLES that have WORKED FOR YOU!
FRIENDS OF THE CHAPTER
Arxis Technology, INC.www.arxistechnology.comMark Severance, MBA, Principal866/[email protected]
BDO USA, LLP5th largest accounting network in the world
© 2011 BDO USA, LLP. All rights reserved. www.bdo.com
Martin Casaus, CPAPartner
1888 Century Park East, 4th floorLos Angeles, CA 90067
www.bdo.com
BDO USAwww.bdo.comMartin Casaus, Assurance Partner310/[email protected]
Building Value with Values®
AUDIT | TAX | RISK | PERFORMANCE
Jeff Tillman Crowe Horwath LLP
Office: 818.325.8416 [email protected]
www.crowehorwath.com
Crowe Horwath LLPwww.crowehorwath.comJay Mangel818/[email protected]
ORACLEwww.oracle.comAnders Maudal, Regional Manager714/371-7482Cell: 310/[email protected]
Robert Half Management Resourceswww.roberthalfmr.comPaul Jankovskis, Div Dir310/[email protected]
VACOwww.vaco.comFrances Moreno, Partner310/[email protected]
GOLD LEVEL
DocuSourcewww.docusource.comPhil Losquadro, Sr. Strategic Acct Mgr.310/[email protected]
Ernst & Youngwww.ey.comJohn Finnucan213/[email protected]
Grant Thornton, LLPwww.GrantThornton.comHarris Smith, Partner213/[email protected]
Houlihan Lokeywww.hl.comMarc Asbra, CFA310/[email protected]
Analysis Team, Inc.www.AnalysisTeam.comDave Stark, President818/[email protected]
Aon Risk Solutions - Southern CAwww.aon.comJudy Bamberger, Sr. VP213/[email protected]
Century Groupwww.century-group.comRon Blair424/[email protected]
Comerica Bankwww.comerica.comJames Dox, VP, Middle Mkt Lending562/[email protected]
SILVER LEVEL
Intratemwww.intratem.comMitchell Sodikoff800/[email protected]
KPMG, LLPwww.kpmg.comJohn D. Owens213/[email protected]
Resources Global Professionalswww.resourcesglobal.comNeil Stevens213/[email protected]
Squar, Milner, Peterson, Miranda &Williamson, LLPwww.squarmilner.comCraig Weaver949/[email protected]
MAY 2012 PAGE 3
Friends of the Chapter membership is open to companies that maintain relationships with CFO and other senior financial executives. Friends of the Chapter agree to send a senior representative to our dinners and meetings,
and to bring a CFO or senior financial officer from one of their clients who is not a member of FEI.
TemoArjani LLPwww.arjani.comBill Hranchak626/[email protected]
The Siegfried Group, LLPwww.siegfriedgroup.comFred Gray Managing Director,Southern California661/[email protected]
UBS Financial Services, Inc.www.ubs.com/fa/chadcohen Chad Cohen, Financial Advisor310/[email protected]
FEI - LA CHAPTER INFORMATION
Our preferred method of receiving your reservation for the Dinner Meeting, Professional Development Seminar and Career Services program is via the website. Go to http://www.financialexecutives.org/KenticoCMS/Communities/Chapters/Los-Angeles.aspx, click on “meetings & events,” click on the name of the meeting you will be attending, click on “Register Now” at the top or bottom of the page. Alternatively, you may call the Chapter’s voice mail at 213/243-7648, or email Susanne Truitt at [email protected]. Susanne can also be reached at 562/818-1133. If you are bringing a guest please use the Chapter’s voice mail or email Susanne with your guest’s information. Include your name, phone number, names of guest(s), their title, and company name. Please bring a $100 check (payable to F.E.I.) per guest to the meeting. Provide your guest’s name, company and contact information as early as possible so a name tag can be prepared. PLEASE RSVP NO LATER THAN 10AM THE MONDAY BEFORE THE MEETING.
For events at the Jonathan Club — 545 S. Figueroa, L.A. (Figueroa & 6th Street) Valet Parking Only—No Charge Directions to the JC: From 110 Freeway South: Exit Wilshire, left on Wilshire, left on Figueroa, pass 6th St., left into Jonathan Club garage. From 110 Freeway North: Exit 9th St., left on Figueroa, pass 6th St., left into garage. Dress Code: Coat and tie for gentleman. Formal daytime attire for ladies; pantsuits permitted.
EVENT RESERVATION
MAY 2012 PAGE 4
TO VOLUNTEER: E-mail Nick Koutouras [email protected]
TO BE A SPEAKER OR SUGGEST PROGRAM IDEAS: E-mail Nick Koutouras at [email protected]
FOR CURRENT EVENTS OR ISSUES: http://www.financialexecutives.org
UPDATE YOUR MEMBER INFORMATION: Is your contact information current? Contact: Susanne Truitt at [email protected] or at 562/818-1133
WHAT’S ON YOUR MIND?
The Los Angeles chapter of FEI has targeted a membership growth goal this year of 10%. To achieve this, we are offering chapter members an opportunity to earn a $100 American Express gift card for each qualified prospect that joins the L.A. Chapter, up to a maximum of the member’s local chapter annual dues during that annual period. New member dues must be paid in full. This program is effective for the 2011-2012 fiscal year.
One of the best ways to attract member prospects is to invite one or two qualified guests to each monthly meeting and educate them about the benefits of membership.
EXAMPLES OF MEMBER-ONLY BENEFITS INCLUDE:> FEI Career Center, career management services and professional advancement resources> Continuing professional education (CPE) opportunities> Local peer networking and education through involvement in lunches, mixers, social,
holiday and dinner speaker events> National conferences and webcasts> The latest thought leadership in finance, accounting and corporate governance, including
accounting, reporting and tax updates, emerging issue alerts and regulatory updates> Advocacy including, government affairs, accounting policies and comment letters> Access to public, private, non-profit and government Board opportunities> FEI member discount health and insurance plans.Active participation in chapter events offers additional personal and professional benefits,
such as enhancing leadership, communications and cross-functional skills; mentoring the next generation of finance and accounting professionals; and volunteering in the local community. We all benefit from getting to know existing and new peers FEI, and from creating greater brand awareness in FEI. The more we differentiate ourselves as the premier organization of senior finance and accounting executives, the more influential and valuable we become.
For further information on membership, please contact Ron Miller,VP Membership at 310-465-8122 or [email protected]
NEW MEMBER INCENTIVE PROGRAM
.com
2011-2012 Officers and Directors
PRESIDENT Bill Beech
VICE PRESIDENTSBob Havlik
Nick KoutourasRon MillerBrian Parisi
Michelle ReaganDavid RuizJohn Zeller
TREASURER Preeti Mehta
SECRETARY, V.P. Daniel Wong
ASST. SECRETARY Ron Iovino
GENERAL AUDITOR Jon Myers
DIRECTORS John CombsLoren MillerMarzi Mistry
Dewey NortonJay Panzica
Roger ShockleyRoger Stephens
MAY 2012 PAGE 5
BDO USA, LLP5th largest accounting network in the world
© 2011 BDO USA, LLP. All rights reserved. www.bdo.com
Martin Casaus, CPAPartner
1888 Century Park East, 4th floorLos Angeles, CA 90067
www.bdo.com
Building Value with Values®
AUDIT | TAX | RISK | PERFORMANCE
Jeff Tillman Crowe Horwath LLP
Office: 818.325.8416 [email protected]
www.crowehorwath.com
MARKETPLACE
Anders Maudal, Regional ManagerOffice: 714/371-7482
Cell: 310/[email protected]
17901 Von Karmon #800Irvine, CA 92614
Last year we launched the FEI Los Angeles Chapter’s own social media web site and invited members to join. We can use this site to communicate with members about matters of professional importance:> Post interests or questions about any financial issue where
members might be able to offer free advice> Post consulting needs or permanent positions where members
who are in transition or consultants might meet your needs> Start a discussion group on some financial topic such as IFRS
implementation or the economic forecast> Post web sites, files, videos, pictures or other material that are
professionally relevant> Tell other members something about your firm or assignment> If you have a financial blog, post a link to this If you haven’t,
please consider the capabilities offered. Check your email for an invitation to join the site.If you do not see this, let us know and we will send another
invitation. The web site is: http://feilamembers.ning.com. We deferred development of a site that will be accessible to friends as we see how this one works first. For more info/questions, please contact Dewey Norton at [email protected].
FEI LA SOCIAL MEDIA WEBSITE
