Ms. Deepa Gupta from Globalview Advisors attended the Orange County Chapter of Financial Executives International (OC-FEI) Dinner Meeting held at The Pacific Club in Newport Beach. The event featured timely, comprehensive updates from Ernst & Young on key accounting and financial topics relative to both public and private companies. It was a great opportunity to meet and network with other accounting professionals.
Everybody thinks that an innovator is the same thing as an entrepreneur when nothing could be farther from the truth. Innovation is making your inspiration into reality. Entrepreneurship is taking an innovation and effectively monetizing it. In order to make the distinction between the two, Dave Meltzer shared the lessons and efficiencies he learned as an entrepreneur from his successful investments to the “dummy tax” he’s paid through making mistakes. Dave inspired innovators and entrepreneurs alike by sharing his journey through business. Dave is the CEO of Sports 1 Marketing, a Forbes “Top 10 Keynote Speaker”, award-winning humanitarian, and a two-time national best-selling author, with 25 years of experience as an entrepreneur and executive in the legal, technology, sports, and entertainment fields. With expertise across many industry verticals, he is uniquely positioned as a world-renowned thought leader, business strategist and leading humanitarian.
Dave has created a platform that allows him to communicate with everyone from college students to c-suite executives by using his principles for business and life: gratitude, empathy, accountability, and effective communication. Utilizing these four principles every day allows Dave to live by his mission, “make a lot of money, help a lot of people, and have a lot of fun.”
The Professional Development Session on “Identifying and Managing Emerging Risks,” was presented by Philip Reed, CFA, Senior Vice President at FINPRO-Marsh Risk & Insurance Services in the Los Angeles, California Office. Mr. Reed discussed evolving risk considerations, including class actions, regulatory enforcement, fraud, cyber crime, and money mischief risk management considerations. Mr. Reed further discussed the insurance considerations including transferring and/or retaining risk with insurance products, along with a brief introduction to using analytics to optimize insurance purchases.
Globalview Advisors has been a proud sponsor of the OC-FEI since 2013, as well as the San Diego Chapter since 2012. The OC-FEI is the premier organization for financial executives in the Orange County area. OC-FEI promotes interaction among its members and holds programs and workshops to enhance their professional knowledge and qualification.