We want to hear from you! Email us with the Topics you want to hear about and we will bring them to you.
Send requests & ideas to phoenixceocfo@gmail.com with "Programs" in the Subject Line.
The Phoenix CEO CFO Group is excited to share with you the Topics in the pipeline for 2008. This is just a few of many that have been shared with us over the last few months.
Proposed 2008 programs (in no particular order)
- More on Raising Capital/Equity
- Venture Funding , Angel funding
- Hedge Funds
- SOX
- FIN 48
- Stock Options
- FASB
- Taxes
- PAOB
Legislative Updates - What is out there and how it could affect you...
State of the Economy - Local, National, International So you have a Board of
What you should know about Hedging and Managing your interests...
Managing your career - Dealing with a crisis? Coming off one?
Reinforcing Networking, relationships, peer groups...
Structuring your business - Protecting your assets through multiple LLC's and other options. LLC's, Joining of LLC's FLP's - Family Limited Partnerships and more.
Mergers & Acquisitions - Trends, Industries, Prospects
Public vs Private - Trend of Companies going Private, is your company ready to go Public?
As you can see we have much to discuss and learn! Mark your calendars "BUSY" for the 4th Monday of every month to attend these great meetings.
|
Month |
Topic |
Speaker |
Contact |
December 2008 |
Topic: "Designing and Ethical Workplace" |
Speaker: Marcy J. Maslov of Empowerment Unlimited Coaching, LLC |
Downloads
|
November 2008 |
Topic: "Leveraging Technology To Do More With Less" |
Speaker: Jackie Bassett, CEO BT Industrials, Inc. Turning Problems Into Profits |
Downloads
|
October 2008 |
Topic: "Lowered Expectations" an Economic Outlook |
Speaker: Jim Rounds, Senior Vice President and Senior Economist with Elliot D. Pollack and Company |
Downloads
|
September 2008 |
Topic: "Raising Capital to Enable Big Growth: Inside local success story, Infusionsoft" |
Speaker: Clate Mask, President and CEO of Infusionsoft |
www.infusionsoft.com
|
August 2008 |
Topic: "LinkedIn for Leaders - A Strategic and Tactical Approach to Leveraging Networks" |
Speaker: Raymond Chip Lambert - President of Network 2 Networth |
Downloads
|
July 2008 |
Topic: "Executive Compensation - Private Companies" |
Speaker: Maureen Driscoll, Managing Director & Jim Kauss, Director - with the Strategy & Human Capital Group of RSM McGladrey |
Downloads
|
June 2008 |
Topic: "Exit Strategies & Business Valuation" |
Speaker: Ralph Consola, a Principal with Marshall & Stevens Inc. |
Downloads
|
May 2008 |
Topic: "Avoiding The Danger Zone - Business Illusions" |
Speaker: Jerry L. Mills, CPA - Founder of B2B CFO |
www.b2bcfo.com
|
April 2008 |
Topic: "Private Equity" |
Speaker: Rudy Miller, Miller Capital |
www.themillergroup.net/
|
March 2008 |
Topic: "The State of Healthcare" |
Speaker: Doug Adelberg, Vice President - Lovitt & Touche |
Downloads
|
February 2008 |
Topic: "Leading Highly Diverse Teams" |
Speaker: Lisa J. Koss, CMC - President of International Advantage LLC |
Download
|
January 2008 |
Topic: "Complying with the Rapidly Changing Employer Sanctions Laws" |
Speaker: Richard K. Mahrle, Michael R. King and David G. Beauchamp - Attorneys with the Law Firm of Gammage & Burnham |
www.gblaw.com
|
December 2007 |
Topic: "Fraud in the Workplace" |
Speaker: Lois A. Folk, CPA, CFE - Director - RSM McGladrey |
Downloads
|
November 2007 |
Topic: "Elevating Your Elevator Speech" |
Speaker: Dave Sherman, Founder & President - Connection Pros |
www.connectionpros.com
|
October 2007 |
Topic: "Executive Compensation - Incorporating stock options and restricted stock into a personal financial plan" |
Speaker: Kim Ranker Jolly, MSFP, CFP®, CEP - Executive Compensation Specialist |
602-468-7778
www.hoffmanandhock.com
|
September 2007 |
Topic: "The Arizona Economy" |
Speaker: Jim Rounds, Senior Vice President and Economist with Elliott D. Pollack and Company. |
www.arizonaeconomy.com
ROUNDS@EDPCO.COM |
August 2007 |
Topic: "Accounting & Baseball" |
Speaker: Tom Harris, EVP & CFO - Arizona Diamondbacks |
www.arizonadiamondbacks.com |
July 2007 |
Topic: "The Myths and Principles of Revenue Generation" |
Speaker: Rick McPartlin, co-founder, The Revenue Game |
www.therevenuegame.com |
June 2007 |
Topic: "Using Global Mindset for Managing Global Challenges" |
Speaker: Michael R. Kissida, Ph.D. - Thunderbird School of Global Management |
michael.kissida@thunderbird.edu |
May 2007 |
Topic: "Doing Business Internationally? - Learn about the Tax planning do's & don'ts" |
Speaker: Dennis Marquardt, Tax Partner of McGladrey & Pullen, LLP |
dennis.marquardt@rsmi.com |
Apr 2007 |
Topic: "The Soft Insurance Market: Getting the Best Results with as Little Pain as Possible" |
Speaker: William D. Charles, Vice President of Lovitt & Touché, Inc and Michael Ketcham, Vice President of Lovitt & Touche, Inc |
www.lovitt-touche.com |
Mar 2007 |
Joint meeting with FEI |
Speaker: Bob Parsons - Go Daddy |
www.feiaz.org |
Feb 2007 |
Topic: The CFO-Board-Auditor Relationship |
Speaker: John Blair of J. Blair Consulting & Director of the Apollo Group |
www.jblairconsulting.com |
Jan 2007 |
"Arizona Corporation Commission and its Outlook for 2007" |
Chairman Jeff Hatch-Miller of the Arizona Corporation Commission |
JHatch@azcc.gov |
Dec 2006 |
"Tips & Tricks for a Successful Year End Close and Audit" |
Bryan Zall & Chris Lutes - Audit Partners with McGladrey & Pullen |
602-636-6000 |
Nov 2006 |
"Turnaround 101" |
J. Dale Belt, Managing Director - Corporate Finance/Restructuring, FTI
Consulting |
602-744-7107 Dale.Belt@FTIConsulting.com |
Oct 2006 |
"Employment Law for the Executive - What you need to know" |
Julie Pace, Partner - Ogletree Deakins Law Firm |
602-778-3703 julie.pace@ogletreedeakins.com |
|
Sept 2006 |
"Paperless Office - Accounting, Financials and more" |
Jim Kuykendall, CFO
Bar-S Foods |
602-264-7272 |
| Aug 2006 |
"Networking for New Business, Promotions & Jobs" |
Michael Swiszcz, Branch Manager
Mesa Office of Ledgent |
480-610-2900
mswiszcz@ledgent.com |
| July 2006 |
"Business Killers - 6 very important mistakes you might make that could ruin your business" |
Paul K. Batt, CFS, CLU, ChFC |
602-393-3514
pkbatt@finsvcs.com |
|
June 2006 |
"Stock Option Planning for the Executive: Black Scholes" |
Kim Ranker Jolly, CFP,CEP
Hoffman & Hock, Inc. |
602-468-7778
kim@HoffmanAndHock.com |
| May 2006 |
"The Largest Private Equity Firm in Arizona" |
Peter Woog, Partner
Najafi Companies |
602-476-0600 |
| Apr 2006 |
"Creditors' Rights under the Bankruptcy Act of 2005" |
Michael P. King, Esq.
Gammage & Burnham |
602-256-4405
mking@gblaw.com |
| Mar 2006 |
"The Most Underinsured Coverage in Business Today" |
Belinda Lopes, CIC
Lovitt & Touche |
|
| Feb 2006 |
"SOX in the Private Sector and SAS 70" |
Jose Luis Carrera, Jr. MBA, CIA, CFE |
602-636-6000
Jose.Carrera@rsmi.com |
| Jan 2006 |
"LEASING: Important Source of Capital" |
Jeffrey Taylor, Executive
Caliber Training |
602-708-4981
JeffreyArizona@aol.com |
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