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Wednesday, December 14, 2016, The Lodge of Des Peres
A Panel Discussion on Cyber Security Presented by The Breach Education Alliance
 

Download Presentation and Speaker Bios

 

Presentation:

Here is your opportunity to ask questions and get answers about your Cyber Security. A panel of experts from several disciplines will be available to provide guidance.

We may be accustomed to hearing about cyber-attacks on large firms such as Target, Yahoo and even the federal government. However, data breaches and attacks are not just about the large organizations. Any business of any size can be at risk, but it can be daunting to know the most important steps to take. The Breach Education Alliance can help.

Cyber criminals are everywhere. Business owners can either do nothing and hope for the best, or prepare their organizations properly. The Breach Education Alliance is a group of experts in legal protection and compliance, forensic information security, insurance, reputation management and messaging, and IT infrastructure. They provide practical guidance on steps organizations should take to avoid, minimize, or respond to cyber threats and information security vulnerabilities. These subject matter experts share their expertise as speakers to trade groups, business associations and others who feel unprepared to respond to cyber-attacks.

They help you answer the following questions:

What are your legal requirements duties to protect sensitive business or personal information?

How do you protect yourself in agreements with vendors and others? What type of government enforcement should you know about?

What should you insist be included in your insurance policy? Are you familiar with exclusions and liability limits that exclude payments involving data breaches or other cyber intrusions? What precautions do you need to take to support coverage?

Do you have proper backup files and a plan for disaster recovery? Is your firewall in-place and updated with the latest threat prevention updates?

When an attack occurs what will you say to your stakeholders, the public and clients? How much will an attack damage your reputation?

The Breach Education Alliance:

Reputation Management:
For 25 years, Standing Partnership has helped organizations protect their reputations. With deep experience in crisis communications strategy, planning and management as well as digital marketing and communications strategies, Standing clients are typically in environments marked by change that has resulted in the market not seeing them in the way they'd like to be seen. This gap costs them in terms of regulation, litigation and reputation.

IT Infrastructure:
Datotel is a managed service company in St Louis providing small to medium sized businesses with IT support, security products and management of critical IT functions.

Legal Protection:
HeplerBroom LLC, traces its history to 1894 and has 150 attorneys in its offices located in Missouri and Illinois. The HBCyberGroup, applies its experience and knowledge to a wide range of cybersecurity, data breach and privacy protection legal issues, scaled to specific client needs, including: insurance coverage, legal duties under applicable
federal and state cyber laws and regulations, compliance with industry protocols, emergency response strategies and communications, class action and other litigation defense, privacy protection, identity theft response, trade secret protection, computer fraud and tampering, contracting and payment practices, employment issues, product liability and the Internet of Things, contractor and vendor policies, company Information Security Policies, Response Plans & Procedures, and social media.

Forensic Information Security:
Parameter Security™ is an award-winning ethical hacking firm born out of the need to better protect our businesses, government, health care, financial and educational institutions as well as various organizations globally from vicious hackers. As Professional Ethical Hackers, we emulate the minds and motives of malicious attackers to test the security of your network and employees. We are a 3rd Party Independent services provider, agnostic to hardware, software and tools. Parameter is everything "hacking and security", providing network/web application assessments, regulatory compliance assessments (PCI DSS, HIPAA, GLBA and SEC, FISMA, CJIS, etc.), forensic investigation and breach response.

Cyber Insurance:
Celebrating their 50th Year, Lockton, headquartered in Kansas City, Missouri, is the world's largest privately owned insurance brokerage firm. Lockton's success flows from its commitment "to provide the most uncommon results and service in the most common business". With some of the leading specialists in insurance, risk management, employee benefit consulting and retirement services, Lockton is dedicated to providing the highest level of expertise and service in increasingly complex industries. Lockton's teams take a holistic approach to understanding your unique business exposures, and partners with clients to develop risk transfer strategies that align with corporate directives and initiatives. Lockton's Global Cyber Practice developed one of the first broker proprietary cyber insurance policy forms underwritten by Lloyds of London and was a key stakeholder in the creation of the U.S.' first federal cybersecurity framework.

 


Wednesday, September 7, 2016, The Lodge of Des Peres 

The New World of Investing & Raising Capital, featuring Michael Sewell, Founder of Sewell Law

About the Speaker:

Michael Sewell has practiced law in Missouri for more than a decade. He has litigated more than 100 cases in federal, state and municipal courts and represented clients in mediation and arbitration. He has also formed more than 100 limited liability companies. Michael formed Sewell Law in January of 2015, to provide professional legal services in the areas of litigation, business formation and equity and debt crowdfunding.

Prior to practicing law, Michael Sewell led strategic planning and market development for multi-billion dollar corporations like SuperValu, Save-A-Lot, Ltd., D'Arcy Advertising, Burger King and Maritz.

Michael Sewell holds an MBA from Lindenwood University, and a law degree from St. Louis University School of Law. 

Michael can be reached at michael@sewelllaw.net.

Presentation: 
Join us for a presentation on THE NEW WORLD OF INVESTING AND RAISING CAPITAL brought on by The Jumpstart Our Business Startups (JOBS) act. Attorney Michael Sewell of Sewell Law will walk us through The principal parts of the act (including crowd funding) and explain the new opportunities for private companies to acquire investors and for investors to have new investing opportunities.

Private U.S. companies raise approximately $2 trillion annually in investment capital. That's 1.5 times the amount raised annually by public U.S. companies on the national securities exchanges. Yet few Americans know anything about the private investment market. For good reason. From 1933 to 2015, it was illegal for all but the wealthiest 5% of Americans to invest in private companies. That is changing with the Jumpstart Our Business Startups (JOBS) Act.

Under the JOBS Act, anyone can invest in private companies. Billions of dollars are currently being raised under the JOBS Act, which is the start of a long term paradigm shift in how companies raise capital.

     


 

Wednesday, April 8, 2015, The Lodge of Des Peres

Economic Update and Outlook Featuring Kevin Kliesen, Federal Reserve

Several members and guests attended an economic update presented by a Senior Economic Research Professional from the Federal Reserve Bank of St. Louis. We gained his insights and received a current update of the economy as viewed by the Federal Reserve Bank. This interesting presentation helped answer where the economy is at and where it is headed.

About the Speaker:

 

Kevin L. Kliesen is a Business Economist and Research Officer at the Federal Reserve Bank of St. Louis. From mid-2010 to mid-2012, he was also part of the Supervisory Policy and Risk Analysis Unit, which is housed in the Bank's Supervision and Regulation Division. He joined the Bank in 1988 after graduating from Colorado State University with an M.A. in Economics. His primary responsibility is to report and analyze current U.S. and International macroeconomic developments and trends for the Bank's President, Board of Directors, and staff economists. He also reports on and analyzes economic conditions in the seven states of the Eighth Federal Reserve District. He has published numerous articles and papers for lay audiences and professional forecasters in St. Louis Fed publications and in peer-reviewed economic journals. In addition, he is a part time instructor at Washington University in St. Louis. Professionally, he is a member of the American Economic Association, the National Association for Business Economics (NABE) and the Association of Christian Economists. In 2011 he was named a Fellow of the national NABE organization, which is the association's highest honor it bestows on its members. 

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Wednesday, September 10, 2014, The Lodge of Des Peres

Mr. Dougan Sherwood, Manager & Co-Founder of the Cambridge Innovation Center

Many joined us for an introduction into the Cambridge Innovation Center (CIC), a major partner in the "Midtown" Cortex development. Headquartered in Cambridge, MA, CIC currently houses nearly 650 companies, most of which are early stage startups. CIC's concept is to provide these companies with fully-furnished and full-service office space including the back-end office resources most small companies' need. CIC is now bringing this successful model to St. Louis utilizing the @4240 Building & the Center for Emerging Technology both located in the Cortex area. This program is a major initiative with the potential to position St. Louis nationally as a premier location to attract entrepreneurs and grow startups.

About the Speaker:

 Dougan Sherwood is Co-Founder and Managing Director of CIC St. Louis, the first expansion site of Cambridge Innovation Center, the world's largest single facility for housing startup companies.  Before coming to St. Louis, Dougan spent five years leading CIC's Sales and Relationship Management team in Cambridge, MA. Prior to his work at CIC, Dougan spent several years working in experiential education throughout the United States with a particular focus on leadership development for high achieving students. This work led him to found his own youth program in the American West that aimed to serve rising college freshmen. Dougan has also interned for the late Senator Edward Kennedy, served on the board of a non-profit helping children with HIV/AIDS and established an annual bicycle fundraiser for injured service men and women.  Currently he sits on the Board of Directors for Youth CITIES, a program that introduces students to social entrepreneurship. He is a graduate of the University of Utah.  After months of commuting from Boston, Dougan and his family are finally Missouri residents, living in Webster Groves.

 


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Thursday, June 5, 2014, The Lodge of Des Peres

Operating a Professional Sports Icon with Bill DeWitt III, President of the St Louis Cardinals

We are all interested in how the Cardinals are doing - pitching, batting, will they get their 12th World Series Ring this year? However, have you ever wondered how they make it all work? Team president, Bill DeWitt III, is at the center of it all, from team payroll to stadium design and financing to merchandising to Ballpark Village, or even the design of that World Series ring. We've invited Bill to fill us in on the business of baseball in general and the Cardinals in particular. Many of you joined us for the final Forum in our program year. It was a good one.

 
About the Speaker:

William O. "Bill" DeWitt III  is the current President of the St. Louis Cardinals. Following his grandfather and father, he is the third generation of his family to have a significant connection to St. Louis Baseball. He earned his undergraduate degree from Yale in 1990 and then an MBA from Harvard Business School in 1995. Bill joined the Cardinals in 1996, working first in merchandising, and went on to become Senior Vice President of Business Development where he led the design and construction of the new Busch Stadium. He was appointed President in 2008. As President, he oversees the business operations of the Cardinals including sales, marketing, finance, game-day operations, the development of Ball Park Village, and Cardinals Care.

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Thursday, March 6, 2014, The Lodge of Des Peres

Will the US Economy Snap Out of the Doldrums in 2014?

No one has a crystal ball or a clear view of how the U.S. economy will trend in 2014. As business executives we have to analyze all the economic information available and determine what financial actions should be taken. Many of you joined us for an economic update from a senior economic research professional at the Federal Reserve of St. Louis to get his view on whether the economy will snap out of the doldrums or continue as is.

Presentation Outline:  KevinKliesenPresentation.pptx
 
About the Speaker:

Kevin L. Kliesen is a business economist and Research Officer at the Federal Reserve Bank of St. Louis. From mid-2010 to mid-2012, he was also part of the Supervisory Policy and Risk Analysis Unit, which is housed in the Bank's Supervision and Regulation Division. He joined the Bank in 1988 after graduating from Colorado State University with an M.A. in Economics. His primary responsibility is to report and analyze current U.S. and International macroeconomic developments and trends for the Bank's President, Board of Directors, and staff economists. He also reports on and analyzes economic conditions in the seven states of the Eighth Federal Reserve District. He has published numerous articles and papers for lay audiences and professional forecasters in St. Louis Fed publications and in peer-reviewed economic journals. In addition, he is a part time instructor at Washington University in St. Louis. Professionally, he is a member of the American Economic Association, the National Association for Business Economics (NABE) and the Association of Christian Economists. In 2011 he was named a Fellow of the national NABE organization, which is the association's highest honor it bestows on its members.

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Wednesday, September 11, 2013, The Lodge of Des Peres

Surviving in Today's Cyber World


Many joined us as Mr. Jarrett Kolthoff, President / CEO of SpearTip, a Cyber security and Intelligence company with offices in St. Louis, Dallas and Washington D.C., discussed the current cyber threats facing all individuals and businesses today. SpearTip proactively and reactively addresses Threat Intelligence, Cyber Counterespionage, Enterprise Risk Management, Digital Forensics and other related areas in today's "Cyber" world.  

About the Speaker:
 

Jarrett Kolthoff, President / CEO of SpearTip, has 20 years of experience in the Information Security field.  He is a former Special Agent - U.S. Army Counterintelligence, experienced in cyber investigations, counterintelligence, and Fusion Cell analysis and he has extensive experience in civil case work investigations in anti-trust lawsuits, embezzlement, collusion, theft of intellectual property, and corporate espionage. He has testified in civil cases as an expert computer forensic witness in depositions in the U.S. Federal Court - Eastern District of Missouri, and has acted as a liaison between companies and law enforcement agencies.

Jarrett has led assignments throughout the United States with both national and international corporations. He continues to serve his community as a Board Member of the National Forensic Science Technology Center (NFSTC), an Adjunct Professor at Washington University in St. Louis (WashU) - Cyber Security Master's Program, membership with the Association of Former Intelligence Officers (AFIO), Espionage Research Institute International (ERII), and board membership as past-President of the St. Louis InfraGard Chapter and the St. Louis Chapter of the International High Technology Crime Investigation Association (HTCIA).

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Wednesday, June 26, 2013, The Lodge of Des Peres

Subject:  Operating a Sports Team - The St Louis Rams

Mr. Kevin Demoff, executive Vice President of Football Operations / Chief Operating Officer of the St. Louis Rams presented an insight into the Rams' football operations. This was an opportunity to hear a top level executive highlight the workings of a sports franchise.  

About the Speaker:

In his capacity with the Rams organization, Mr. Kevin Demoff serves as a lia

ison to team ownership on all operational matters. He works closely with General Manager Les Snead and Head Coach Jeff Fisher to develop the club's strategic plan for player signings and player acquisitions. He also oversees the Rams entire business operations including marketing and sales, finance, administration, communication, ticketing and community relations. He is extremely active in philanthropic endeavors; United Way of St. Louis (Board), American Cancer Society, March of Dimes, and The Magic House just to name a few. He and his family have established "Demoff's Dreamers" ticket program to purchase Rams tickets for Children's Hospital for all Rams home games.

Originally from Los Angeles, Kevin has been with the Rams organization for four years coming from the Tampa Bay Buccaneers. He received his Bachelor Degree and MBA (Tuck School of Business) from Dartmouth College.

Kevin and his wife Jennifer, have two children Clair and Owen.

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Wednesday, March 13, 2013, The Lodge of Des Peres

Subject:  Property Taxes - An Assessor's View

St. Louis Property Assessor Mr. Jake Zimmerman discussed the property tax process and current tax issues facing St. Louis County. This was an opportunity to get a first-hand perspective of the property tax process from the source.

About the Speaker:

Mr. Jake Zimmerman was elected St. Louis County Assessor in 2011. Prior to his current position Mr. Zimmerman was a member of the Missouri House of Representatives from the 83rd District; Assistant Attorney General under Governor Jay Nixon; and Deputy Chief Counsel to late former Governor Bob Holden. Before his public service Mr. Zimmerman was a litigator for Thompson Coburn. He graduated from Claremont McKenna College and received his law degree from Harvard Law School.


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Tuesday, January 22, 2013, The Lodge of Des Peres

Subject: Leadership Creates the Advantage

"Management is doing things right; leadership is doing the right things"

   …Peter F. Drucker 

This workshop provided an timeless perspective on leadership from Jack Dempsey. Jack demonstrated how successful leadership effectively drives positive individual behaviors that promote collaboration, accountability, teamwork and engagement.   He presented an insight into how world class leadership methods and skills are utilized to reach corporate executives, managers, supervisors and front-line employees on a human level to facilitate dynamic change inside organizations.

 
The Presentation Slides can be viewed here:
  Dempsey 2013 Workshop.pptx

About the Speaker:

 Jack Dempsey is the Chief Executive Officer of Pretium Solutions, a premier provider of cutting-edge, sustainable and globally-recognized customer service, call center and sales training, consulting and leadership programs.  He directs Pretium's revolutionary customer loyalty program, the Golden Touchpoint™, which is in active use in approximately 50 countries and over two dozen languages. Jack's 28 years of customer experience, customer service, sales and leadership training, consulting and speaking engagements have taken him to all 50 U.S. states, Canada, U.K., Netherlands, Spain, Portugal, Poland, Australia and New Zealand.

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Wednesday, December 12, 2012, The Lodge of Des Peres

Subject:  A Perspective on the Effectiveness of the Federal Reserve Policy

The health of the economy is at the forefront of most business conversations - unemployment, lack of growth, tight credit, the potential "fiscal cliff", etc.  Please join us as a senior economist at the Federal Reserve gives us his insight on how effective the Federal Reserve's actions have been in dealing with current financial issues. This presentation is extremely timely and relevant to all of us.

Presentation Powerpoint: Federal Reserve Presentation1of2.pdf

About the Speaker:

Daniel L. Thornton is Vice President and Economic Advisor at the Federal Reserve Bank of St. Louis. Mr. Thornton joined the Research Department of the Federal Reserve Bank of St. Louis in 1981 as a staff economist. He was promoted to his current position in 1998. He has published numerous articles in the Federal Reserve Bank of St. Louis Review and in both economics and finance journals. He is an Associate Editor of the Journal of Banking and Finance, the Journal of International Financial Markets Institutions and Money, Applied Economics, and Finance Letters, and is a Research Fellow at the Centre for Finance and Credit Markets. He is also a member of the Board of the St. Louis Council on Economic Education and a Trustee of the Missouri Council on Economic Education. He is a native of Clinton, Iowa and received his Ph.D. in economics from the University of Missouri-Columbia in 1976.

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Wednesday, September 12, 2012, The Lodge of Des Peres

Attendees:  (Open to the Public)

Subject:  The FBI Presents - Surviving in a Cyber World

How safe is your Company's proprietary information and intellectual property; probably not as safe as you think!  Who is gathering professional and personnel information off your computer and social media sites on both you and your company?  How can you protect yourself when traveling abroad, and not end up being compromised?  Many joined us in getting a first-hand report from the FBI into the growing threat of living and doing business in a "Cyber World". Are you really protected from Cyber theft?

About the Speaker:

Mr. Joseph J. Papes is the Strategic Partnership Initiative Coordinator for the St. Louis Division of the FBI. Joe entered the FBI in 1976 and has served as a Special Agent serving in the New York, Chicago and St. Louis Divisions. In September 2002, Mr. Papes was promoted to Supervisory Special Agent with management responsibilities for Counterintelligence, Computer/Cyber Crime and Office Security Programs. In January 2007, Joe retired from the FBI after thirty years of service and assumed his current position.

The Strategic Partnership Initiative Program is a bureau-wide initiative designed to take a proactive approach on sharing information with private industry and academia to safeguard our nation's intellectual property.  This program involves forming a partnership with businesses, universities, and research facilities to ensure that the United States maintains its technological and competitive edge.  Whether your company is involved with inventing, developing, manufacturing, testing, or maintaining U.S. technology, your partnership with the FBI is critical to protecting your economic interest.

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Wednesday, June 13, 2012, The Lodge of Des Peres

Attendees:  (Open to the Public)

Subject:  Want to Invest Like Warren Buffett?  Follow His Advice

Warren Buffett is widely viewed as one of the most successful investors of our time. Using excerpts from Berkshire Hathaway's widely-read annual reports, Larry Swedroe reviewed Buffett's investment advice and discussed whether or not individual investors actually follow it. Larry provided three important insights that will helped us become more like Buffett in our approach to investing.

About the Speaker:

Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor's degree in finance from Baruch College.To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman's terms - The Only Guide to a Winning Investment Strategy You'll Ever Need.He has authored and co-authored ten more books including:* Wise Investing Made Simple (2007)* The Only Guide to Alternative Investments You'll Ever Need (2008)* The Only Guide You'll Ever Need for the Right Financial Plan (2010)* The Quest for Alpha (2011)His latest book is Investment Mistakes Even Smart Investors Make and How to Avoid Them (2012). Larry also writes the blog "Wise Investing" for CBSNews.com.

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Wednesday, Apr 10, 2012, The Lodge of Des Peres

Attendees: 30 (Member & Sponsor Only Event)

Subject:  Finance Modernization - Streamlining Processes & Systems 

The Office of Finance continues to face mounting pressures both internally and externally.  The external environment includes increasing risk and regulation, market volatility and more demanding stakeholders.  Internally there is pressure to improve forecast accuracy, manage resources and margins, as well as demand for better management information.  In this session Oracle will review industry best practices in financial systems and processes that can help finance executives move beyond Finance Transformation to Finance Modernization to achieve success in today's global economy. 

Click here for the presentation slides:  
FEI Finance Modernization.pdf

About the Speaker:

John O'Rourke is Vice President of Product Marketing at Oracle Corporation, focusing on EPM products. With a background in accounting and finance, John has over 25 years of experience in the software industry, and 13 years of experience in Product Marketing at Hyperion and Oracle.  John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, and Kenan Systems before joining Hyperion.  John has a BS degree in accounting from Bentley University and an MBA from Boston College.

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Wednesday, Mar 14, 2012, The Lodge of Des Peres

Attendees: 80 (Public Forum Event)

Subject: The U.S. Economy in 2012 - On the Precipice . . . of What?

There is a lot of disagreement among professional forecasters about the outlook for the U.S. economy this year. Some expect continued disappointment, while others see a vibrant growth. Still others see higher inflation and the possibility of much higher interest rates. So, what will it be? And is our crystal ball any clearer this year than in year's past?  This event gave us some insight into the economy from a professional at the Federal Reserve of St. Louis.  

About the Speaker:

Kevin L. Kliesen is a business economist at the Federal Reserve Bank of St. Louis. He came to the Bank in 1988 after graduating from Colorado State University with an M.A. in Economics. His primary responsibility is to report on and analyzing current U.S. and International macroeconomic developments and trends for the Bank's President, Board of Directors, and staff economists. He also prepares Internal reports on macroeconomic conditions and their implication for monetary policy for internal Bank officers. He has published numerous articles and papers for lay audiences and professional forecasters in St. Louis Fed publications and in peer-reviewed economic journals. He has teaches part-time for the Department of Economics at Washington University in St. Louis. He is a member of the American Economic Association and past president of the Gateway Chapter of the National Association for Business Economics (NABE). He was named a Fellow of the national NABE organization in 2011, which is the association's highest honor it bestows on its members.

To View the Presentation Slides, Click Here:  
Kevin Kliesen Presentation Slides
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Wednesday, Dec 14, 2011, The Lodge of Des Peres

Attendees: 100 (Public Forum Event)

Subject: Cloud Computing - What you Need To Know

Cloud computing is growing rapidly and all of us hear it is the trend of the future - however it is here now. This presentation gave us a better understanding of the concerns still surfacing regarding the security of data, competitive conflicts, lack of infrastructure control, legal issues regarding proprietary data, etc. Are the concerns real? What are the benefits - lower cost, reliability, performance, scalability, efficient resource utilization, etc? We received some answers by the people who deal with cloud computing solutions every day.

 

About the Speakers:

Mr. David Brown, President of Datotel, LLC

Datotel is a St. Louis base company which provides strategic business solutions for their customers by reducing the total cost of ownership of their IT infrastructure while ensuring that an optimal level of risk is in place for management of its mission-critical function. Founded in 2004 with the sole mission of reducing IT costs through optimal resource allocation, Datotel empowers companies with the services they need when they need it to keep their networks operational with 100% uptime. This is accomplished through expertise and service in a variety of products, one of which one is a "Cloud Computing" platform.

 

Mr. Chris Gherardini, President of Turnkey Technologies, LLC

Turnkey Technologies, LLC is the largest regional, locally owned and operated Microsoft Gold Level ERP partner servicing Microsoft Dynamics GP and Dynamics CRM. Customers are in a variety of industries; health care, financial, manufacturing, distribution, service, construction, etc. - some utilizing cloud environments.

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Tuesday, Oct 11, 2011, The Lodge of Des PeresAttendees: 35 (Workshop Event)Subject: Peaking Behind the Curtain of Executive Recruiting & Assessment - Helpful tips to Landing  a Job

We have all been there, interviewing for a new job and told we have to go through psychological testing.  This was a chance to get an inside look at the testing process from a professional who does the testing and another professional who interprets the result. Some topics which were covered:· What happens with a job search from an executive recruiter's perspective?· How best to interact with an executive recruiter?· How to best position yourself with an executive recruiter?· How to prepare for executive assessments and tests?· Can you fake out a test?· Why tests look like they do?   

 

About the Speakers:

 

Dr. Carl Greenburg founded Pragmatic HR Consulting after over two decades of providing talent management and organizational effectiveness solutions to his clients and employers. Throughout his career he has engaged in translating business strategy into practical HR strategy and tactics. Before opening his own company, Carl held executive positions at Spherion Corporation, Aon Consulting, SBC Communications (now AT&T) and Union Pacific Railroad. His early career was in academia, where he directed the Industrial-Organizational Psychology doctoral program at University of Nebraska at Omaha. Carl earned a Ph.D. in Social and Organizational Psychology from Wayne State University in Detroit, Michigan.   

 

Mr. Steve Elias serves as Executive Vice President of JobPlex Inc., a DHR International Company, based in St. Louis, MO. Steve has completed numerous global mid- level placement assignments and leads the client management, candidate development and assessment phase for Director and Manager level assignments. Prior to joining DHR International, Steve was a Sales Representative for Xerox in Chicago. He holds a Bachelor of Science in Business Administration from Indiana University, Kelley School of Business where he received a Degree in Marketing.

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Wednesday, Sept 14, 2011, The Lodge of Des PeresAttendees: 75 (Public Forum Event) Subject:  Social Media: How the Right Policy can help your Company avoid a "CRASH" 

The rapidly expanding world of social media is creating an evolving body of law and regulations aimed at governing how businesses and their employees use the Internet to communicate.  Social media has changed the way business is conducted and has major benefits; however, there are various associated risks which can be quite costly to a firm.  Craig Moore and Jeff Schultz, Co-Chairs of Armstrong Teasdale's Social Media Practice Group, brought us up to speed on the legal and regulatory developments relating to social media and described how Social Media policies can help your company avoid a social media "crash."

   

 

About the Speakers:

 

Mr. Craig G. Moore is Co-Chair of Armstrong Teasdale's Social Media Practice Group.  Craig is well-versed in the resources, strategy and legal aspects of social media and closely follows the evolving laws that impact its use. He has advised clients in a wide range of industries, developing employer's social media policies, addressing employees' online activities, and providing training on the use, benefits and risks of living in a technologically savvy world. Additionally, Craig has a developing focus in the area of information privacy law and how that area has an increasing interconnection with social media. Craig received his BS from Quincy University, an MBA from University of Illinois-Springfield and a JD from St. Louis University School of Law.   

 

Mr. Jeff Schultz is a business and commercial litigator and Co-Chair of Armstrong Teasdale's Social Media Practice Group. Much of his practice focuses on counseling clients in disputes involving misappropriation of trade secrets, computer tampering, non-compete agreements, commercial contracts, and social networking law. With the explosion of blogs; Facebook, LinkedIn, and Twitter accounts; texting; and the use of other social media, Jeff advises employers in dealing with the risks associated with the use of computers and other rapidly-developing technology.  He serves individuals, financial institutions, and private and public companies in a wide variety of industries.  Jeff received his BA from Truman State University and his JD from Washington University School of Law 

Wednesday, June 8, 2011, The Lodge of Des PeresAttendees: 80 (Public Forum Event)Subject:  Steve Lipstein of BJC Healthcare - His Views of Healthcare Reform ... and Beyond

This was a presentation on health care by one of the top executives in the Health Care Industry, Mr. Steven Lipstein. Health care is an extremely complex business which has a direct effect on all of us. Most of us are aware, and sometimes confused, regarding the impact the new health care reform legislature will have on the economy and on each of us individually. This forum gave us another perspective, that of a health care executive running a large health care business.  About the Speaker:Mr. Lipstein is president and chief executive officer of BJC HealthCare, one of the nation's largest health care organizations with annual net revenues of $3.5 billion representing 13 Hospitals and other health service organizations in the greater St. Louis, southern Illinois and mid-Missouri regions. Mr. Lipstein serves on the St. Louis Regional Health Commission and sits on the board of the Missouri Hospital Association. At Washington University, Mr. Lipstein serves on the board of trustees, on the School of Medicine National Council, and is chair of the Institute of Public Health National Advisory Council. He is Chairman of the Board of Directors of the St. Louis Federal Reserve Bank and serves on the Board of Directors of Ameren. In 2010, he was appointed by the United States Comptroller General as Vice Chair of the Board of the Patient Centered Outcomes Research Institute (PCORI), established under the Patient Protection and Affordable Care Act. Mr. Lipstein's received his undergraduate degree from Emory University and graduate degree from Duke University. Mr. Lipstein is married and has three children. He is a native of Wilmington, Delaware. To view the presentation slides, click here:  SteveLipstein(BJC)June8.pptx-------------------------------------------------------------------- 

Wednesday, April 6, 2011, The Lodge of Des PeresAttendees: 45 (Workshop Event)Subject:  Behind the Scenes:  What You May Need to Know About Private EquityPrivate equity is everywhere these days.  It owns companies we work for.  It owns the sports teams we root for.  It may eliminate our jobs one day.  It may save our jobs another day.  As financial and corporate officers of public and private businesses, we should be aware of the advent or presence of private equity, how to deal with it in our companies, and how to use it to our advantage.  We should also be cognizant of the risks and dangers inherent in private equity-backed companies---companies in which we may be involved.

Some areas which were covered:

   ·  What is private equity?

   ·  How a private equity firm is organized;

   ·  The outside forces influencing the firms' behavior;

   ·  The types of deal structures used most frequently;

   ·   Introduction to the private equity "players";

   ·   How private equity firms make money or "what's a carried interest?"

Speaker:

Jim O'Donnell is Managing Director O'Donnell Capital Company, LLC with over twenty years of private equity experience.  He consults for private equity firms, private businesses, and intermediaries.  He is also an adjunct professor in the finance department at Saint Louis University where he teaches "Private Equity and Venture Capital", a course he designed.

----------------------------------------------------Wed, March 9, 2011, The Lodge of Des Peres

Attendees:  100 (A Forum Event - open to the public)Subject:  The Economy - Where Are We Going?

Is the U.S. economy poised to shake off the doldrums in 2011, or will it continue to under-perform? What's in store for the Midwest region, and will it outperform other regions of the country?  How important are small businesses in the U.S. economy and what are some of the difficulties they face--both in good times and more recently?  This Forum event gave us some insight into the economy from the Federal Reserve Bank of St. Louis.

To view this presentation, click here:  Slides_From_Federal_Reserve_Bank_St.Louis_Mar_9_2011.pdfAbout the Speaker:

Kevin L. Kliesen is a business economist in the Supervisory Policy and Risk Analysis Unit at the Federal Reserve Bank of St. Louis, which is located in the Bank Supervision and Regulation Division. He came to the Bank in 1988 after graduating from Colorado State University with an M.A. in Economics. As a business economist, the bulk of his duties comprise reporting on and analyzing current U.S. and International macroeconomic developments and trends. Previously, he was part of the Research Division. In his capacity as a business economist, he also writes the Bank's monthly Report on Economic Activity, an internal report on general economic conditions that is prepared prior to each Board of Directors meeting. He also prepares Internal reports on macroeconomic conditions and their implication for monetary and supervisory policy analysis for internal Bank officers.

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Tues, Jan 11, 2011, The Lodge of Des Peres

Attendees:  30 (Snow day) - Workshop Event

Achieving a World Class Financial Close - Running on all Cylinders

As Financial executives we continually work toward streamlining our financial closings and presenting the most accurate and meaningful financial information. This process is continually challenged by additional government, risk, and compliance pressures.  Oracle presented a workshop on practical advice to help your business implement a streamlined end-to-end financial close process. The presentation included how to: 

  • Orchestrate extended financial close process from sub ledgers to statutory filings 
  • Improve transparency and financial governance through GRC (Government, Risk, Compliance) integration 
  • Integrate XBRL to improve timeliness and accuracy of statutory reporting 
  • Enable powerful analytics on consolidated financial and non-financial data 

 To view the Presentation Slides, click hereSt.Louis_World_Class_Financial_Close.pdf

About the Speaker:John O'Rourke is Vice President of Product Marketing at Oracle Corporation, focusing on EPM products. With a background in accounting and finance, John has over 25 years of experience in the software industry, and 13 years of experience in Product Marketing at Hyperion and Oracle.  John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, and Kenan Systems before joining Hyperion.  John has a BS degree in accounting from Bentley University and an MBA from Boston College.--------------------------------------------

Wed, Dec 8, 2010, The Lodge of Des Peres

Attendees:  60 (A Forum Event) 

The 'Show Me' Institute - An Understanding

The recent success in passing proposition A, requiring a vote for implementation of an earnings tax reflects the effectiveness of a focused organization. The Show Me Institute was instrumental in driving this legislation.  David Stokes of the institute highlighted how this successful effort was attained and what other public policies the institute is pursuing.

The Show-Me Institute is a research and educational institute dedicated to improving the quality of life for all citizens of Missouri by advancing sensible, well-researched solutions to state and local policy issues.

The work of the institute is rooted in the American tradition of free markets and individual liberty. The institute's scholars seek to move beyond the 20th-century mindset that every problem has a government solution. Instead, they develop policies that respect the rights of the individual, encourage creativity and hard work, and nurture independence and social cooperation.

About the Speaker:

David Stokes, a Saint Louis native, is a graduate of Saint Louis University High School and Fairfield (CT) University. He spent five years as assistant to Saint Louis County Councilman, Kurt S. Odenwald, where he was closely involved with legislation including MetroLink expansion, property assessments, HVAC licensing codes, the new Cardinals ballpark, pharmacy privatization, and much more. He is currently the president of the University City Library Board. He has served on boards and committees for several area organizations: the University City Centennial, the Saint Louis County Pachyderm Club, and the Downtown Saint Louis Residents Association. He lives in University City with his wife, Jennifer, and sons, Nathaniel and Ryan.

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Tue, Oct 12, 2010, The Lodge of Des Peres Attendees:   35 (A Workshop Event)

What’s New for Officers and Directors

This FENG Workshop discussed the changes to the scope and duties of Corporate Directors and Officers. Included will be best practices as they relate to Board meetings, Board committees, Board minutes, Indemnification rights, etc.  

Presenters:

Attorneys from the law firm of Carmody MacDonald P.C. presented each of their perspectives.  

Brian C. Behrens, Principal

Areas of Practice  

   Business Law, Venture Capital, Real Estate Law, Employment Law and Counseling

   Education

   Saint Louis University, J.D., cum laude, 1995   Staff Member, Saint Louis University    Public Law Review–Saint Louis University, M.B.A., 1995   University of Missouri-Columbia, B.S.B.A., cum laude, 1991   Professional Organizations/Community Service   Association for Corporate Growth, Missouri Venture Forum, President of Cardinal Glennon Children’s   Medical Center Development Board

Mark B. Hillis, Principal

  Areas of Practice   Banking, Closely Held Businesses, Commercial Finance, Commercial Real Estate,  Private Equity Placement, Employment Law and Counseling

  Education

  University of Michigan Law School, Ann Arbor, Mich., Order of the Coif, 1972  Stanford University, Stanford, Calif., B.A., Political Science and Economics, 1969

  Professional Recognition

 For more than 10 years, he has been listed in The Best Lawyers in America (Real Estate Law)    Named one of St. Louis’Best Lawyers by St. Louis Magazine in 2006, 2007 and 2008    Missouri “Super Lawyer” from 2005 - 2010

Ronald E. Rucker, Principal 

 

 

 

  Areas of Practice

    Business Law, Estate Planning, Real Estate, Venture Capital and Private Equity  Education    University of Missouri School of Law, Columbia, Mo., 1984    Phi Delta Phi, Missouri Law Review     Certified Public Accountant certificate, 1984     Washington University, St. Louis, Mo., B.S.B.A., Business Administration-     Accounting and Finance, 1981   Awards & Distinctions    AV Peer Review Rated, Martindale Hubbell

 

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Wed, Sept 8, 2010, The Lodge of Des Peres

Attendees:  98

Forum Event:  2010 Economic UpdateThe economy continues to be in a dismal state, and the debate on whether we have hit the bottom continues. Here is a quote from the FENG 2008 Economic Outlook “Individuals are seeing housing prices dropping, banks failing, unemployment rising, and the stock market dropping. The media continues to accent the negative economic indicators, are there any positives?” It has been two years, what has changed?

Mr. Paul Christopher of Wells Fargo Advisors. shared his thoughts on the economy today and where it is headed in the near future.

About the Speaker:Paul Christopher, CFA is senior international investment strategist and a member of the investment strategy committee at Wells Fargo Advisors.

Prior to his position at Wells Fargo Advisors Paul was an economist and portfolio manager with Eclipse Capital Management, Inc.  During his career he has researched, forecasted, and commented on U.S. and International economic and market conditions.  In previous positions, he advised brokers at A.G. Edwards on the U.S. economy and institutional clients on the oil-based economies of the Caucasus and Central Asia.  Paul also spent four years as an economic consultant under various contracts to provide monetary policy advice, forecasts and training to the governments of Hong Kong, Egypt, Russia, Kazakhstan and the Kyrgyz Republic.  He is a St. Louis University graduate, earned a masters degree in economics from the University of Rochester, and holds the Chartered Financial Analyst(r) designation.

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Wed, Jun 9, 2010, The Lodge of Des Peres

Attendees:   45

Forum Event:  How to Work With the PressThis FENG Forum will address the delicate subject of how to work with the press to get a company’s story to the public. Up to the minute news information spreads so fast that the story, whether positive or negative, usually hits the public media before the company can respond. What should a company’s executives do? This and other media topics will be addressed by our speaker.

Presenter:Ellen Sherberg has been publisher of the St. Louis Business Journal since 1990. She joined the local business newspaper in 1980 and has served as reporter, managing editor and editor. Before joining the Business Journal, Ellen worked as a reporter for KMOX and for the St. Louis Globe-Democrat.

Under Ellen’s leadership, the Business Journal has received the award for Best Weekly Newspaper in the state of Missouri, the American City Eagle Award for best performing newspaper in its company, and numerous other journalism awards.

Ellen serves on the executive boards of United Way as well as on the board of directors of Teach for America, Regional Business Council, RCGA, and many others. She is the founder of the Women’s Leadership Initiative for United Way that has raised more than $40 million dollars for the community.

Ellen was elected to the Academy of Leaders of the YWCA and was presented the prestigious Trailblazer Award by St.Louis Women’s Forum.

Ellen is a native St. Louisan, a graduate of Vassar College and Columbia University Graduate School of Journalism in New York City.

------------------------------------------------------------Tuesday, April 13, 2010,  The Lodge of Des Peres

Attendees:  38 (Members Only)

Topic:  How to Better Utilize Linked-In

In business today, the buzz is social networking and how to utilize various sites. The FENG Forum in December highlighted various sites and the issues which may arise in their usage.  This workshop has taken the next step and presented an in-depth view into the power of the social media site "LinkIn". The presenter walked thru the basic steps in setting up a LinkIn site as well as learning how to utilize the site to its full potential.

Presenter:

  •  Mr. Kevin Hogarty - Vice President, Director of Professional Services, Lee Hecht Harrison. Lee Hecht Harrison is a global talent management solutions company with over 240 offices worldwide providing expertise in Career Transition, Leadership Consulting and Workforce Solutions. Kevin directs the Career Transition practice in St. Louis and has presented numerous skill enhancement presentations for his cliental.

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Thur, Mar 18, 2010, The Lodge of Des Peres

Attendees:  106

Forum Event:  Economic Value Added- EVA Momentum

Not all Financial Ratios are the same and many are actually misleading when measuring the value of a company. EVA Dimensions LLC has been instrumental in offering a broad range of solutions for the corporation, taking corporate value-based management, benchmarking analysis and business valuation to a new level. Bennett Stewart introduced a new performance metric that represents a true innovation in financial management and analysis. The metric is called EVA Momentum. It is the ratio of the change in a company's economic profit in one period to its sales in the prior period. Mr. Stewart discussed this performance ratio and how it can be used intelligently for measuring and maximizing value of a firm.

The Speaker:

Bennett Stewart was a co-founder with Joel Stern in 1982 of Stern Stewart & Co., the global consulting firm that pioneered the development and corporate applications of the EVA financial management framework. He currently serves as Chief Executive Officer of EVA Dimensions, a firm he formed in March 2006 to acquire the EVA brand and related technologies to provide services in the fields of financial benchmark data, performance management and valuation software, and investment research and funds management.

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Tuesday, January 12, 2010,  Lodge of Des Peres 

 

 Attendees:  31 (Members Only)

 

Topic:  Introduction to the Crossroads Career Network

 

Whether you're searching for a new position or currently working, this presentation was of interest to you. Our presenter gave an overview of the steps you should take during the process of searching for employment. This was a summary introduction to the Crossroads Career Program. A point to note is that the Crossroad program is Christian based ,,, of course everyone was welcome.

 

Some areas that were covered:

 

 

  • Career Direction
  • Networking Hints
  • Interview Preparation
  • Resume Writing

Speaker:  Ken Best from the Crossroads Career Network

 

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Wed, Dec 9, 2009   The Lodge of Des Peres

Workshop:  Social Networking / Personal Branding

This FENG Forum was a panel presentation relating to the utilization of various avenues of social media and why you should utilize this powerful media as an individual. The program format included a panel of diversified users of web based networking sites explaining how they utilize these sites to enhance their businesses. Also included on the panel was a lawyer's perspective highlighting potential issues and concerns. The diversification of the panel ensured there was a meaningful discussion of this growing topic.

Panel Members:

  • Mr. Jeff Seeney - Director of Accounting and Operations Division at Fast Search, a St. Louis based employment search firm. Jeff specializes in Accounting, Finance and Operations recruitment.
  • Mr. Kevin Hogarty - Vice President, Director of Professional Services, Lee Hecht Harrison. Lee Hecht Harrison is a global talent management solutions company with over 240 offices worldwide providing expertise in Career Transition, Leadership Consulting and Workforce Solutions. Kevin directs the Career Transition practice in St. Louis.
  • Mr. James Durbin -Vice President, Durbin Media. Durbin Media is a full service social media company and interactive marketing firm located in St. Louis.
  • Mr. Anthony Martin - Partner, Husch Blackwell Sanders LLP.  Anthony specializes in the area of information privacy and data protection law in the St. Louis office.

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Wed, Sept 9, 2009, The Lodge of Des Peres

Forum Event: 2009-10 Economic & Market Outlook 

Has the economy turned the corner, stabilized, or will we continue to experience the up one day down the next syndrome? The complexity of the current economic condition has everyone searching for answers to these questions. Depending on the time of the day or which news media you utilize, the answers vary. Although a crystal ball does not exist, we received an educated economic update from Mr. Paul Christopher of Eclipse Capital Management, Inc. Mr. Christopher highlighted the past economic performance and shared his thoughts on where the economy maybe headed in the near future.

About the Speaker:

Paul Christopher, CFA is an economist and portfolio manager with Eclipse Capital Management, Inc.  During his career he has researched, forecasted, and commented on U.S. and International economic and market conditions.  In previous positions, he advised brokers at A.G. Edwards on the U.S. economy and institutional clients on the oil-based economies of the Caucasus and Central Asia.  Paul also spent four years as an economic consultant under various contracts to provide monetary policy advice, forecasts and training to the governments of Hong Kong, Egypt, Russia, Kazakhstan and the Kyrgyz Republic.  He is a St. Louis University graduate, earned a masters degree in economics from the University of Rochester, and holds the Chartered Financial Analyst(r) designation.

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Wed, June 10, 2009,  The Lodge of Des Peres 

Topic:  The Future of Financial Reporting

The recent economic turmoil, coupled with increasing globalization, and a new political regime has created an environment that is ripe for major change in accounting, financial reporting and governance. This presentation highlighted some of the more significant recent changes and proposed changes from a legislative, regulatory and standard setting perspective that are in effect or will be in effect in the near term.  These changes including newly passed and proposed legislation, several new accounting proposals (financial statement presentation, revenue recognition and lease accounting, in particular) will impact both private and public companies.  Additionally, the trend towards one global set of accounting standards has gained momentum, as the US is currently the only large capital market that has not implemented a formal plan to adopt IFRS.  This session also discussed the potential timeline for public companies in the US, as well as the potential impact for private entities, as IFRS recently issued a proposal for "non publicly accountable" entities.

About the Speaker:

Colleen Cunningham is an internationally recognized expert on corporate financial reporting and accounting, as well as former advisor to the FASB and the IASB. Colleen served as CEO of Financial Executives International (FEI) for nearly four years, during which time she had significant influence in legislative and regulatory matters including Sarbanes-Oxley, pension reform and financial accounting standards.  Colleen currently leads Resources Global Professionals' Accounting and Finance practice which provides financial reporting expertise to Fortune 1000 companies through over 85 offices around the world. She speaks and writes frequently on a variety of finance and accounting issues both in the US and internationally.

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March 11, 2009 FENG Forum:

 Topic:  Debt & Liquidity in Volatile Times

Panel Moderator:  Rick Hargadine, Sr. VP Commercial Banking, Wells FargoPanelists: 

  • David Wilsdorf, Regional VP Commercial Banking, Wells Fargo
  • Kevin Sullivan, Managing Director Investment Banking, Wells Fargo Securities
  • Jack Sturm, Senior Vice President, U.S. Bank
  • Andrew Hereford, President and Co-Founder of Parkside Financial Bank & Trust

(View a Brochure on the Presentation)

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