• February 10, 2014 9:06 AM | Anonymous member

    In a recent blog by CEO Trust Alliance Chuck Steege, president of SFG Wealth Planning Services, Inc., using an example based on his clients, addresses some of the questions regarding retirement and whether an individual has reached the point of financial independence.  Deciding when to retire may be one of the biggest financial decisions we face. 

    Mr. Steege is President of SFG Wealth Planning Services, Inc., SFG Investment Advisors, Inc. (SFG), a fee only financial planning firm. Founded 20 years ago, SFG is dedicated to assisting senior executives and their employees with their complex stock-based compensation and planning challenges. 

  • January 14, 2014 4:55 PM | Theresa Boyce (Administrator)

    In a fascinating article for Time Magazine Online, Dr. Jonathan Haidt, Author, NYU Stern Professor, TED Speaker, and previous CEO Trust speaker, discusses how your values, moral beliefs, and lifestyle are accurate determiners of your political affiliation.  Read the full article online and take Time's personality quiz to see how accurately your personality predicts your political beliefs.  


  • December 16, 2013 7:49 PM | Theresa Boyce (Administrator)

    EisnerAmper's recent blog says that as a company grows, there is often a need for capital. Many business owners want to know whether certain financing options can impede their ability to go public.  They suggest to carefully consider all financing options as you raise capital. Watch for the pitfalls of giving away too much control or ownership, and be careful not to adversely affect the future valuation of your company. 

    Art Drucker, Partner, EisnerAmper and CEO Trust Strategic Alliance
  • December 16, 2013 7:48 PM | Theresa Boyce (Administrator)

    Two luxurious Signature Suites at the newly-renovated Madison Square Garden set the first-class tone for our NYC Chapter Celebration on December 7th. Throughout the evening, CEO Trustees, spouses, significant others, and invited guests enjoyed the camaraderie of fellow CEOs, plentiful drinks & hors d’oeuvres, and an exciting Devils vs. Rangers hockey match-up. Our members and guests all shared what an wonderful & memorable evening they had catching up with friends and meeting interesting new colleagues.

    Upon arrival at the Garden’s 9th floor Signature Suites lobby, guests found themselves surrounded by sports & music memorabilia from some of the most legendary Garden events. Inside the luxury suites, comfortable leather chairs, plush oversized stadium seating, a granite-topped bar with bar stools, and other top-notch appointments greeted guests. A tasty buffet prepared by MSG’s signature chefs included assorted sushi & sashimi, Sicilian croquettes, chicken tenders with dipping sauces, fresh assorted fruit, chocolate-covered jumbo strawberries, and more.

    New CEO Trustee Carol Robbins was the lucky winner of our door prize, a $100 gift card from Macy’s. Dwayne Pechet, Practice Manager at CEO Trust’s alliance partner TriBridge, was on hand to present Carol with her prize, which was generously provided by TriBridge. Of course, the highlight of the evening was the exciting cross-river hockey rivalry playing out on the ice below. Though the suites were filled with Rangers and Devils fans alike, the Devil fans emerged triumphant. After losing their lead in the final seconds of regulation play, the Devils scored in exciting fashion on a power play 1:15 into overtime, lifting them to a 4-3 win over the Rangers.

    Regardless of the game outcome, all attendees enjoyed a fabulous evening, catching up with old friends and making some new ones.

    Click here for photos of our evening at the Garden 

  • December 11, 2013 2:29 PM | Theresa Boyce (Administrator)

    Human Resources Executive Online  In a recent blog that appeared on Human Resources Executive Online, Marc Effron, president of The Talent Strategy Group, and previous CEO Trust speaker, is highlighted for his pointers on the Insights portion of his website devoted to talent management.  "Talent-management practices are too important to our organizations to let them be destroyed by friendly fire," says Effron. 

  • December 02, 2013 2:29 PM | Theresa Boyce (Administrator)

    In a recent blog posted by Neal Schaffer, founder of Maximize Social Business and previous CEO Trust speaker, the 10 best practices for boosting the effectiveness of your LinkedIn efforts are highlighted.  LinkedIn remains the dominant social networking tool for professionals. 

  • November 27, 2013 2:30 PM | Theresa Boyce (Administrator)

    A recent Tribridge blog explains why many security researchers now recommend using 18-character alpha numeric, non-complex passwords.  Lengthy non-complex passwords may seem complicated but they can be easier to remember than complex passwords.  Use a familiar phrase or sentence. Using familiar phrases as passwords can even reduce the number of help desk calls for password resets. 

  • November 27, 2013 9:10 AM | Anonymous member

    A recent blog by SFG Wealth Planning Services shares A Smart Strategy: Adopting a written plan for selling company securities can be an affirmative defense against trading on material nonpublic information.  You need to be sure your plan for selling company stock meets with current SEC standards and aligns with shareholder interests. Planned trading programs, also known as rule 10b5-1 trading plans, can be put in place to facilitate systematic sales. 

    Mr. Steege is President of SFG Wealth Planning Services, Inc., SFG Investment Advisors, Inc. (SFG), a fee only financial planning firm. Founded 20 years ago, SFG is dedicated to assisting senior executives and their employees with their complex stock-based compensation and planning challenges.

  • November 26, 2013 7:55 PM | Theresa Boyce (Administrator)

    On November 18th, I had the pleasure of moderating a fantastic panel on “Evaluating & Managing the Ever-Changing Landscape of Technology Risk.” Our expert speakers included:

    • Neal Maguire – Investigations Manager, Verizon RISK Team
    • Augusto Russell – Partner, May, Bonee & Walsh
    • Michael W. Wanik - Director, Corporate Security, United Therapeutics

    We discussed and learned quite a bit about some strange and scary terms like Phishing, Pre-texting, Trojan Horse, Malware, Social Engineering, Keystroke Loggers, Spyware and Worms… Lots of new things to be worried about that seem to change all the time. Our speakers were incredibly knowledgeable and informative, helping attendees separate the hype from what is real. They offered great advice appropriate for keeping any sized business safe, and shared useful Data Loss Prevention guidelines, which we’ve added to our member website Library for reference. Handouts included “How to Secure Your Company's Most Sensitive Data,” and “Protecting IP Data from Loss and Theft: The Shortest Path to Prevention and Risk Reduction.

    Stay safe… and enjoy!

    -- Joe Tait, CEO Trustee - CIO, Lydall, Event Chair, and Founding Philadelphia Chapter Member 

  • November 25, 2013 9:45 AM | Theresa Boyce (Administrator)

    George Strompolos, CEO and founder of Fullscreen, and a previous CEO Trust speaker, is quoted in an article on 4-Traders.com, regarding a new single sign-on feature that unlocks VIP access and benefits with game-changing creative services.  "With the launch of Sign In with Fullscreen, we can seamlessly integrate into the Fullscreen Creator Platform a wide range of third-party partners who complement our mission. We're very excited about all the possibilities this opens up for our creators," says Strompolos.