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Subgroups & Communities of Practice: Financial Executives

 Welcome to the Financial Executives Subgroup

Strategy 

The Financial Executives Sub-Group has identified four main areas of strategic focus:

  • Education
  • Networking
  • Collaboration
  • Professional Development
 

 

 
 
 Objective 

The Financial Executives Sub-Group has identified the following objectives:

  • Problem Solving Skills
  • Business Education for business problems
  • Exchange of experiences and contacts
  • Discussion of issues pertaining to the careers and responsibilities of Financial Executives and Executives in the Financial Industry. This discussion is to include ideas, opportunities and challenges
  • Network and share ideas with our guest speakers and each other.
  • Be resources to each other
  • Discussion of business ideas and joint opportunities
  • Exchange of ideas related to professional development and performance
 
 
 

 

Mission 

Our primary mission is to provide a professional yet personalized and relaxed forum for Financial Executives, Executives in the Financial Industry, and their peers to freely and openly exchange ideas, share lessons-learned, assist one another with problem solving solutions, and to generally impart wisdom. Additionally, this will be a premiere networking vehicle to connect regional Financial Executives and Executives in the Financial Industry who are actively engaged, failing retirement, or in transition by facilitating and promoting the sharing of meaningful business and personal contacts. 


Member Commitment 

We all face many choices from a wide array of outside groups competing for our most precious possession... our time! Accordingly, it is incumbent upon each of us to ensure that this scarce "extracurricular" time we choose to expend is consistently meaningful and rewarding to us... both personally and professionally. 

The promise of this organization is to deliver extraordinary value to its members, but in order for this Subgroup to thrive, our members must have an unmistakable sense of their respective responsibilities. What this means is that in order to realize our Vision, each and every member must attend and actively participate in a large majority of our events. Our members must also bring prospective speakers (with whom they are personally connected) to the attention of the Subgroup's Chair for consideration, and to openly and generously share ideas, experiences, lessons-learned, and their personal and professional networks as appropriate and in the full spirit of this special fellowship. 


Members are also expected to volunteer to help the Chair and Co-Chair on an ongoing basis and on specific projects. 


Qualifications 

Any member in good standing with Beacon can apply for membership to this group. The following are the qualifications to join:

  • Served as a Senior or C Level Financial Executive in General Industry, or
  • Served as a Senior or C level Executive in the Financial Services Industry
  • Approval of Subgroup Chair
  • Until further notice, non-Financial Executives Subgroup Beacon members are welcome to attend meetings. Non-Beacon guests may attend meetings, provided they are sponsored by an existing member of the Subgroup or obtain pre-approval of the Chair or Co-chair. 

    Members who are inviting guests are asked to call our office 215-393-3144.

Application Process 

Members interested in joining the Financial Executives Subgroup are invited to apply by forwarding your resume to admin@beacon4life.org. You must also include a narrative with your e-mail (no size limit) that best characterizes your role as a Financial Executive or as an Executive in the Financial Services Industry. This narrative should also include a description of any other organization you belong to along with your role in that organization. 


Meetings 

Meetings are held on the 2nd Thursday of each month at various locations. The cost is approximately $32.00 per person depending on the venue, including breakfast. Meetings begin at 7:30 am with informal networking and conclude by 10:00 am. Usually, we will have a guest speaker; and, time permitting, we will cover specific topics, address specific member issues and allow for general discussion. Guests are welcome to attend, provided they are sponsored by an existing member of the Subgroup or obtain pre-approval of the Chair or Co-chair. 

Members who are inviting guests are asked to call our office 215-393-3144.


   
Recently Updated Profiles
Paul Adack, William R. Borton, Roderik Alewijnse, Rhonda Serkes, Gene McWilliams

Upcoming Events
Fin. Execs & PE: Valuing a Pre-Revenue Company that Solves Lending Problems to the Lower Mid-Market
Wednesday, September 25, 2019
Financial Executives - Save the Date!
Wednesday, October 23, 2019
Financial Executives - Save the Date!
Wednesday, November 20, 2019

Chair
Robert B. Hackman
Vice-Chair
Jack Burns