AZ FEI - November 2017 Chapter Meeting

Dinner Presentation:

Turning Strategy and Culture into Tangible Results


Presented by

Lee Benson
Founder & CEO 
ETW - Execute to Win

Lee Benson will cover the challenges and successes from start up to exit from his aerospace business, Able Aerospace Services.  Lee founded Able and it quickly grew from 3 employees to 500 with 2,000 customers in 60 countries.  In 2016 he sold his business to Textron Aviation, Inc., a Textron Company.    His presentation will cover: 

  • Better alignment leads to better conversations prompting better actions to yield better results

  • Practical application leadership development and assessment

  • Connecting all employees to strategy

  • Creating a High Performance Culture

  • Objectively measuring Culture

  • The importance of a Management Operating System

  • Yielding the best price when exiting


REGISTRATION
Members & Sponsors:
Please register through your email invitations or e-newsletter

Non-Members: 
Only qualified FEI members may attend meetings.
If you are interested in attending, please contact [email protected]

Agenda
4 - 5 p.m. CPE Sessions
5 - 6 p.m. Networking Reception
6 - 7:30 p.m. Dinner and Keynote Speaker



The following CPE Sessions will be provided by our sponsors:

Intellectual Property Risk Management and Risk Transfer – Hype or Fiction?
Speaker: Karl Pedersen, Senior Vice President, Marsh
 
Management of intellectual assets (IA) is an important element of strategic corporate management that is constantly increasing in significance. Intellectual assets are no different from physical assets in the sense that they need to be managed in order to generate profits. As patents are created, transacted, divested, litigated and strategically managed more frequently, the risk and value that corporate senior management and boards must monitor and take responsibility for are greater than ever before. The growing challenge of adapting industrial-age financial practice to the knowledge economy raises several questions: what risks and opportunities do they uniquely present? Is insurance even relevant?


Creating Momentum to Achieve Your Goals in 2018
Speaker: Oshana Himot, MBA
 
One of the best ways to achieve your goals successfully is to work on them ahead of time.  Starting to plan for 2018 during the last few months of 2017 gives you the ability to start the New Year with additional momentum for the goals you would like to achieve.  
 
This Presentation includes: 
  • Taking a look at all of your life goals and activities, including your career
  • Choosing two essential goals for 2018
  • Creating action steps for these two goals  
  • Identifying and creating action steps for a positive quality you would like to develop within yourself.  (Positive qualities, a form of self-development, help us to achieve our goals and develop successful relationships.)

CPE Speaker Information (scroll down for information on our keynote speaker):
 

Karl Pedersen, Senior Vice President, Marsh

Karl Pedersen is a Senior Advisor in the National Commercial E&O and Cyber Center of Excellence.  As a Senior Advisor, Karl engages with clients throughout the country to advise them on their complex Cyber, E&O, media and intellectual property programs. Karl also serves as the West Zone Cyber and E&O Team Leader and Marsh Intellectual Property Product Leader.

Karl rejoined Marsh in 2016.  Karl had been with Willis running the FINEX West Zone team as a national resource for E&O insurance and focusing on Cyber, media, technology and intellectual property risks and insurance placements.  While at Willis, Karl developed the first risk management offering for global patents and trademarks (“PatentWize”).

Before Willis, Karl was with Marsh as a team leader for the Communications, Media and Technology Global Placement Team.  Karl started his career with AIG as a Marine underwriter. While at Chubb, Karl gained additional underwriting experience after being cross- trained in Technology E&O, Property and General Liability.


Oshana Himot, MBA

Oshana is an organizational and personal development consultant and coach.  Oshana shares her innovative methods to assist you in achieving your goals in 2018. Whether you desire to excel in your current job, find a new position, start a consulting practice, or accomplish your life goals successfully, this presentation can assist you.  For new ways to develop fulfillment and success in your life and work and accomplish your goals successfully in 2018, join us for this 45-minute presentation.
 
Oshana Himot, MBA, is an organizational and personal development consultant and coach.  Her areas of expertise include; sales, training, relationship development, partner development, personal development, and executive coaching.  Oshana has a Masters of Business Administration degree in Corporate Finance from Golden Gate University in San Francisco, California and has taken several doctoral classes in organizational development from the California Institute of Integral Studies in San Francisco, California.  She is currently writing a book.

Oshana is currently offering a teleseminar for financial executives - Achieving My Goals in 2018.  This virtual class begins on Tuesday, October 2 and is a 6-Week Class.  Oshana works one-on-one with financial executives and also works with their staff.  To receive a complimentary consultation, call 602-463-6797 or email [email protected].

Speakers

Lee Benson

Founder & CEO
ETW - Execute To Win

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.