F E I

Arizona Chapter

Financial Executives Institute

February Newsletter

Volume 11 Number 6 February 1999

 

Please Make Your Reservation

before noon Friday, February 5

417-1000

Planning Calendar

 

Wednesday, February 10

FEI Monthly Meeting

5:00 p.m. Technical Session

6:00 p.m. Networking and Dinner

Paradise Valley Country Club

__________________

 

Tuesday, February 16

Career Services Forum

8:30 a.m.

United Planners office

For information, please call Tom Schaefer at

991-0225 or Joe Warren at 957-0271, x-117

__________________

 

Wednesday, February 17

Board of Directors’ Meeting

5:00 p.m. Tosco Corp.

__________________

 

Wednesday, March 10

Jefferson F. Allen, speaker

President, Tosco Corporation

__________________

 

TUESDAY, April 10

Adacemic Evening

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Financial Executives Institute

P. O. Box 16788

Phoenix, Arizona 85011-6788

602 / 417-1000

www.feiaz.org

 

Wednesday, February 10

FEI Town Hall Meeting

 

The February 1999 dinner program is your opportunity to express your "two cents worth" in the format of an FEI Town Hall meeting. Ever feel like it would be nice to "give back" to FEI, but there just isn't enough time? Here is your opportunity to be a volunteer in the time that it takes for one single meeting. What better way to support your organization than by attending and offering your input. Please give some thought to:

  • What would make FEI a better organization?
  • What would increase our membership and attendance?
  • What would benefit you the most if it were provided by FEI?

To meet member's needs and improve membership and attendance, the Board of Directors is asking for your feedback and input on:

  • Timing and location of both technical sessions and programs
  • Ideas for future technical session speakers and program topics
  • Continuing Professional Education sessions (CPEs)
  • Ideas for increasing membership

Please help us make FEI the best that it can be. If we all pitch in and help out with the Town Hall meeting, we can build our best FEI ever. The more members who provide input, the better we will be able to serve everyone's needs.

 

Technical Session

Mark Taylor of Spectrum Financial Group will present "To Refinance or Not to Refinance." In his presentation he will address Technology and Finances — how it will affect you. Please read more about Mark on the following page and be sure to join us for his presentation and CPEs.

__________________________________

 

Please call in your reservation before noon, Friday, February 5.

DATE Wednesday, February 10

TIME 5:00 p.m. Technical Session

6:00 p.m. Networking and Social Time

6:45 p.m. Dinner served

7:30 p.m. Program

COST $35 for guest with reservation; no charge for members in good

standing or first-time prospective member

LOCATION Paradise Valley Country Club, Homestead Room

   

NOTE: April Meeting Date Changed

 

1998-99 Friends of FEI

The April meeting of FEI will take place on TUESDAY, April 13th, not on Wednesday as we usually do. Please make a note in your calendar that for APRIL only the FEI meeting will be held on TUESDAY evening, April 13.

Career Services Forum

FEI members in transition can find employment opportunities by attending the member counseling committee meeting. There are guest speakers on the job search process, reviews of how the searches are going, and an opportunity to have your resume and a short introductory letter put on the FEI web page. Tom Schaefer and Joe Warren co-chair the meeting held at Tom’s office, 7333 East Doubletree, Suite 120, Scottsdale, at 8:30 a.m. on Tuesday, February 16. These meetings are open to all members.

Meetings also will be held on March 16, April 20, and May 18.

 

The Arizona Chapter of Financial Executives Institute is pleased to have the following Friends of FEI Sponsors. Our sincere thanks for your support.

Ken Garrett Arthur Andersen, LLP

Bill Siwek Arthur Andersen, LLP

Rick Rayson Deloitte & Touche, LLP

Paul Vitola Deloitte & Touche, LLP

Frank Brady, Ernst & Young, LLP

Max Perlman, Ernst & Young, LLP

F. J. Elsner KPMG Peat Marwick, LLP

Charles Reid KPMG Peat Marwick, LLP

Paul Bigbee PricewaterhouseCoopers LLP

Richard Quimby PricewaterhouseCoopers LLP

 

February Tech Session Speaker

 

Nominating Committee

Mark Taylor, currently with the Spectrum Financial Group, has in the past been part of Deloitte and Touche's Pension Fund Asset Acquisition team. Mark also has five years of consulting in marketing and business strategies and finance and has over two years in residential financing.

Mark has been a top producer for Spectrum (1998) and PNC Bank (1997). From a survey of 211 closings in 1998, he received a 96 percent customer satisfaction rating from past clients. Mark says his best strength is a "tenacious desire to ensure that my clients get not only the best of service, but the best of rate, that fits the individuals, needs, goals, and financial requirements."

Pete Connolly is heading up this year's Nominating Committee to compile a roster for the 1999-2000 Chapter year.

There are numerous opportunities for Board, Officer, and Committee positions to be filled. Participation at this level allows you to fully realize the benefits of FEI membership.

Please e-mail Pete at pete.connolly@pcsmail.pcshs.com or call him at 391-4647 to share nominations for chapter leadership positions.