Morris-Essex
Chapter Meetings
for the
2009 –
2010
Chapter
Year
Wednesday,
September 16, 2009. John J. Lee, VP Portfolio
Manager of Peapack-Gladstone Bank will speak on a general historical perspective
about the 2007-2009 financial crisis and its effect on our local economy and
banking. He will also provide a potential look forward for our local economy and
banking across Morris, Essex, and Bergen counties. The presentation should include
relevant information about local economic and financial impacts (on credit, employment,
housing, and more), the TARP, and bank regulation. Because of Peapack-Gladstone
Bank's experiences, John should have an interesting story to tell about the recent crisis.
John Lee is Vice President and Senior Portfolio Manager at PGB Trust & Investments,
the Trust division of the Peapack-Gladstone Bank. He has over 25 years experience in the
investment business. John came to PGB Trust & Investments in 2005 and manages
portfolios for high net worth clients, foundations, retirement accounts.
Prior to joining Peapack-Gladstone Bank, John
worked for The Bank of New York. Also he was
Manager of the Compass Capital Growth Fund at Midlantic Bank. His early career was with
First Fidelity Bank, National Community Bank and the well known Drexel Burnham Lambert.
John has been quoted numerous times in Barrons and Wall Street Journal. He
has an in depth understanding of the U.S. and Global markets.
Please
let Ed Kaye know if you will be coming (ekaye@gspintl.com
- 732-602-0100). Don't forget the Season Pass
available at this meeting offering 7 meetings for the price of 6!
Wednesday,
October 21, 2009. A. Rief Kanan of SUNY New
Paltz will lead discussions on Ethics Cases and Concepts, providing
2 CPEs. Discussions will explore cases around the following seven topics, time
permitting:
o corporate criminal responsibility
o sure signs of ethical leadership
o reasons for unethical behavior
o remedial ethics
o trust and a moral compass
o institutional storytelling
o professional codes of conduct
A. Rief Kanan, MS, CPA, CFF, CFFA is a
professor on the accounting faculty of the School of Business at The State University of
New York at New Paltz, where he founded and is Director of The Business Institute and has
held a Sam Walton Free Enterprise Fellowship since 2003.
He is also the principal author of the college’s 150-hour CPA licensure
qualifying program leading to the MBA degree. His
over thirty years of experience includes public accounting, corporate auditing and
accounting, corporate management and entrepreneurial activities in real estate and retail
businesses. Professor Kanan has been teaching
at the bachelor degree and MBA levels since 1983, in addition to his business activities. Courses he teaches include financial, intermediate
and advanced accounting as well as auditing at the undergraduate level and advanced
auditing and cases in strategic management at the MBA level.
Since becoming a “full-time” college professor in 1997, he has
maintained his entrepreneurial edge by assembling three “think tanks” of twelve
to sixteen CEOs and company presidents each to work on the strategies and operations of
their businesses under the international organization Vistage International. As Director of The Business Institute, he
administers or delivers consulting services to small and mid-sized companies including
executive coaching, training programs, company planning meetings, marketing research,
operations management, organizational development and organizational behavior and
web-based services consulting.
Prof. Kanan is a member of the Executive Board and former officer as well as the chairman
of the Relations with Colleges and Universities Committee of the Mid-Hudson Chapter of the
NY State Society of CPAs. He has served as a
member of the Arbitration and Mediation and Auditing Standards and Procedures Committees
of the Society. He is a past member of the
Professional Ethics and the Accounting Standards Committees.
He is also a member and campus champion of the American Institute of CPAs. Prof. Kanan now serves on the Advisory Committee to
the Ulster County Comptroller.
Prof. Kanan, his wife Nancy and their four sons live in the Hudson Valley and are great
advocates of the many wonderful attributes of New York State
Please
let Ed Kaye know if you will be coming (ekaye@gspintl.com
- 732-602-0100).
Wednesday, November 18, 2009. David R. Huber, Vice President of Horizon Blue Cross Blue Shield of New Jersey will speak on Healthcare Reform Impact. Dave plans to discuss the following topics:
In his role as Vice President - Financial
Planning and Analysis of Horizon Blue Cross Blue Shield of New Jersey, Dave
Huber is responsible for forecasting, budgeting, enterprise risk management and
supplier management. He is also actively involved in Horizon’s process redesign
efforts. Mr. Huber joined Horizon BCBSNJ in June of 2002.
Prior to joining Horizon, Mr. Huber was a
Partner at Arthur Andersen LLP, where he served insurance clients.
Mr. Huber is a Certified Public Accountant in New
Jersey and New York. He is also a member of the American Institute of Certified
Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants
(NJSCPA). Mr. Huber is actively involved in Financial Executives International and
sits on the board of the New Jersey Chapter. Dave holds a BS degree in Accounting
from Lehigh University.
Please
let Ed Kaye know if you will be coming (ekaye@gspintl.com
- 732-602-0100).
Wednesday, December 16, 2009. Dawn Little,
CPA, a Holistic Business Strategist, will speak on Creative Ways to Generate
Profits by contributing across the breadth of an enterprise. She will
discuss how to go beyond the role of a traditional accountant.
Dawn Little is a business
building, profit driving suite of contradictions - and proud of it. Within large
companies and the big four she has broken the mold by transforming the traditional
accountant 'bean counter' mentality into a vital and successful business strategist role
with a flexible, hands-on, 'special projects' orientation. She sees the enterprise
as more than the sum of its parts and will discuss how this can be best realized.
Dawn is currently an
adjunct professor of accounting at Passaic County Community College. Her past
experience includes senior management positions in several pharmaceutical companies
after working for PricewaterhouseCoopers and IBM. She earned an MBA from Pace
University.
Please
let Ed Kaye know if you will be coming to this holiday meeting (ekaye@gspintl.com - 732-602-0100).
Wednesday, January 20,
2010. Jeff Benney, the CEO of the Survivor II
window company will lead us on a tour of his plant in
Elizabeth, NJ. Survivor Windows II makes windows and doors for the home. It
incorporated in March 2009, having bought the assets of Survivor Technologies from its
bankruptcy. It is located at 919 Fairmount Avenue in Elizabeth, NJ.
Please
let Ed Kaye know if you will be coming to this holiday meeting (ekaye@gspintl.com - 732-602-0100).
Wednesday, February 17, 2010. Mark
Bobber, VP at American Appraisal will speak on Physical Inventory
Policies and Procedures - An Essential Internal Control for the Financial Reporting of
Fixed Assets.
Mark J. Bobber serves as
the National Director for the Fixed Asset Inventory & Reconciliation Services Group of
American Appraisal. In this position, Mr. Bobber assists manufacturers,
telecommunications companies, universities, healthcare systems and governments in
developing accurate fixed asset records to satisfy accounting, auditing, financial
reporting, grant reporting, property management, insurance, and internal planning.
He also is an expert in market value studies. Mr. Bobber supervises and
assists client staff with on-site inventories of movable equipment and assists the staff
with technical issues. He is also involved with computerized reconciliations and
converting reports for local software systems.
Mr. Bobber joined American
Appraisal in 1997, rising to Vice President in 2009. Prior to joining American
Appraisal, he was an insurance associate for AFLAC. He has a bachelors degree in
environmental planning from the University of Wisconsin at Green Bay.
Please
let Ed Kaye know if you will be coming to this holiday meeting (ekaye@gspintl.com - 732-602-0100).
Wednesday, March 17,
2010. Rita Moniodes will speak on Social
Networking, including the effective use of social networking sites such as
LinkedIn and Facebook.
Rita Moniodes is a Career Coach with Right Management
located in Princeton, N.J. She works with
candidates to create hard hitting, targeted resumes and offers support and direction as
they learn the skills required to conduct a successful job search in today’s
difficult market. She has over 20 years
experience as a leader of Training and Development initiatives focused on Management,
Supervisory and Professional skill development. In
these roles, she created a reputation of establishing trust, as well as creating learning
programs and processes that facilitated continuous learning and improved performance.
She has worked in various industries including Health Insurance, Banking and Public
Utilities.
Wednesday, April 21, 2010.
Andy Zezas, CEO of Real Estate Strategists, will discuss career
management with the topic, Enough About Me, Let's Talk About Me!
May 2010.
With the competition being over, the chapter will celebrate with a baseball
outing.