Member Forums

Member Forums are composed of members with shared interests who interact either in person and/or online to discuss topics of mutual interest, share best practices, ideas, problem-solving strategies and other information. No CPE credit is given for meetings. Groups cover their own costs if they choose to meet in person at a location outside of the Society offices.

One member will be designated as the Chairperson for each group to be the “face” of the group and to see that meetings are scheduled and publicized. The chairs and the groups take full responsibility for discussion topics. As appropriate, Forums flag hot topics and emerging issues for CPE staff and assist them in developing CPE programs.

The Society will assist interested members in forming new groups.

Upcoming Member Forum Programs 

List of Member Forums & Chairs

• Chicagoland Controllers  - Norman Serlin, nserlin@hotmail.com
• Employee Benefit Plans  - Janice Forgue, Janice.Forgue@rsmi.com / Erik Pienkos, Erik.Pienkos@GT.com
• Futures, Securities & Derivatives - Jonathan Waterman, jonathan.waterman@rsmi.com
• Investment Advisory Services / PFP - Mark Gilbert, mgilbert@reasonfinancial.com
• Mergers and Acquisitions - Mary Warmus, mwarmus@kensingtonconsultants.com
• Not-for-Profit - Rose Doherty,  rdoherty@legacycpas.com 
• Taxation NW Suburban - Samuel Pass, spasscpa@sbcglobal.net 

Questions, comments, feedback contact:


Stephanie Ludvigsen, Membership Marketing Coordinator
312.993.0407 ext. 221 or 800.993.0407 (within Illinois)

Member Forum Management Center
(Chairs Only)

 

 

 

Advertise here