• About HRAFP
  • Mission Statement
  • Who We Are
  • President's Corner
  • Contact Us
• Membership
  • Member Benefits
  • Join HRAFP/Renew Online
  • Submit Recertification Credits
  • Student Membership
  • Board of Directors
• Calendar of Events
  • Membership Meetings
  • Economic Outlook Luncheon
  • Education Conference
  • Board Meetings & Minutes
  • Driving Directions
  • Past Meetings
• Resources
  • Treasury Links
  • Publications
  • Job Opportunities
• Newsletters

Hampton Roads Association for Financial Professionals
Education Conference – Tuesday, April 19, 2011

HRAFP now features online, electronic registration for all events Please RSVP online.

We highly encourage you to invite anyone in your organization who may benefit from this presentation

All members and guests should respond no later than April, 15 2011 using this new link. If you have questions regarding the registration process, please contact Terry Perkins at tperkins836@verizon.net.

REMINDER: Approved for 5 CTP/CCM recertification credit by the Association for Financial Professionals. Members/guests are reminded to please sign up at the registration table to receive your electronic certificate.

Program Description

SPEAKER: Charles J. Brown III, Franklin Covey
TOPIC: The 4 Disciplines of Execution

Why Has Strategic Execution Remained a Problem for so Many Years? The answer is in the challenge and the challenge is not just to execute on a goal… the challenge is to execute on a goal in the midst of the ‘whirlwind!’

Organizations, divisions, and teams all tend to have good, even great, strategies or plans. What they most often struggle with is the ability to execute the plan. Have you ever had one of those weeks that you come home dragging from the constant grind of the days rushing over you. Exhausted, you pause and say, “I didn’t get anything done this week,” but you worked all week long? What you mean is that you didn’t get anything done that was important to YOU. In today’s world, the success of organizations depends on having leaders that can produce world-class results time after time. The 4 Disciplines of Execution gives leaders the capability to ‘hit it out of the park’ over and over again. Charlie Brown of Franklin Covey will present the 4 Disciplines and you will gain knowledge that, if applied, will deliver consistent and constant success, results that MATTER.

SPEAKER: Mike Locher, Senior Partner, Dixon Hughes Goodman LLP
TOPIC: 2011 Tax Credits and Financial Incentives

The list of tax incentives and credits available to both businesses and individuals can be very long and confusing. Mike’s presentation will review those most likely to benefit our members in either a business setting or in their personal lives; and will include forms and internet resources to help capitalize on opportunities.

Speaker Biographical Information

Delegate Paula Miller

Paula has been a member of the Virginia House of Delegates, representing Norfolk’s 87th District, since 2005. She serves on the Science and Technology Committee and the Committee on Militia, Police and Public Safety.

She is currently the Public Information Officer for the Norfolk Sheriff's Office, and from 1999 through 2009 she was the Public Information Officer for the Virginia Beach Sheriff’s Office. In these positions her responsibilities included serving as a liaison to media outlets, writing speeches, producing internal publications, and publishing articles for Virginia Sheriff magazine and a national Sheriff magazine. She also coordinated media coverage for the City of Virginia Beach/Sheriff’s Office during the D.C. sniper trial in 2003.

From 1984 through 1999, Paula was a television news reporter and substitute anchor for WTKR-TV 3 in Norfolk.

She holds a Bachelor of Arts degree in Speech Communication from the State University of New York (SUNY Geneseo) where she graduated Cum Laude, with a minor in public relations. She also received her Associates degree in Communications Media/Mass Communications from Genesee Community College. She is a graduate of Attica Central High School in New York.

Paula has served on a number of committees, boards and community organizations including the following:

• Member - Governor's Public Safety Memorial Commission (2008)
• Member - Lake Taylor Hospital Advisory Board (2010-)
• Member - Virginia Commission on the Centennial Celebration of Woodrow Wilson's Presidency (2010)
• Member - Board of Trustees, Virginia War Memorial Foundation (2010)
• Member - Greater Wards Corner Business Association
• Member - Norfolk Crime Line Board
• Member - League of Women Voters
• Gateway Bank - Norfolk-Advisory Board Member (2006-2008)
• Appointed by Norfolk City Council to Legends of Music Committee (2002)
• Former Member - Mayor’s Task Force on Ocean View (Norfolk)
• Former Member - Virginia Beach Crime Solvers Board
• Member - Greater Pinewell Civic League
• Member - East Ocean View Civic League
• Member - Bayview Civic League
• Coached Youth Soccer and Basketball

Paula is married to George E. Schaefer, III, Clerk of the Norfolk Circuit Court. Paula and George have two children, George (20) and Molly (17).

Charles J. Brown III, Franklin Covey

Charles J. Brown III (Charlie) served 21 years in the US Navy and retired in the Tidewater Area of Virginia. He joined the City of Norfolk and formed the Bureau of Enterprise Solutions and established the office of Business Process Management. He facilitated, coached, and assisted the City’s executive leaders and front line supervisors and workers to improve and automate processes throughout the City. While with the City he became certified and practiced as anchor facilitator of the Franklin Covey 7 Habits of Highly Effective People for 7 years, brought the methodology of the 4 Disciplines of Execution to the City and championed its implementation and establishment as a certified Manager for 4 years. He is now with Franklin Covey as the business developer for the 4 Disciplines of Execution in VA, DC, and MD.

Charlie is an AIIM certified Business Process Management Practitioner, a Toastmaster, and a Master Training Specialist. He is a founding member and board member of the Lafayette Wetlands Partnership. A citizen-based organization committed to neighborhood stewardship of urban wetlands.

He is the father of 5, one son and four daughters, with 4 grandchildren, 1 granddaughter (born on his 50th birthday) and 3 grandsons. He lives aboard his 1965 43' Matthews motor yacht and rides a Harley.

Mike Locher, Senior Partner, Dixon Hughes Goodman LLP

Mike assists businesses by quantifying potential benefits of federal, state and local incentives, accumulating required documentation, and preparing required applications.

Education

• Virginia Commonwealth University
• Bachelor of Science in Accounting

Professional Certification(s)

• Certified Public Accountant, Virginia

Experience

• Mike is Goodman & Company‘s primary resource in the areas of tax credits and financial incentives.

Other Activities

• Virginia Economic Developers Association, Member
• American Institute of Certified Public Accountants, Member
• Virginia Society of Certified Public Accountants, Member

NEW MEETING LOCATION

Residence Inn Norfolk Airport

Directions to the Residence Inn Norfolk Airport (1590 N. Military Highway, Norfolk VA 23502):

From Richmond and Points West:

• Take I-64 East.
• Take Exit #281 (South Military Highway).
• Immediately get in left lane.
• Turn Left at first traffic light (Elizabeth Drive) and enter the hotel parking lot.

From the Carolinas and Points South:

• Take I-95 North to I-295 North (beltway around Richmond) to I-64 East.
• Take Exit #281 (South Military Highway). Immediately get in left lane.
• Turn left at first traffic light (Elizabeth Drive).

If coming from Eastern North Carolina, pick up I-64 in Chesapeake, Virginia:

• Take exit #282 (Northampton Blvd)
• Get in Left Exit Lane and go left at traffic light at the end of the ramp (you will pass under I-64).
• Turn Right onto Military Hwy and enter the hotel parking lot

From Norfolk International Airport:

• Follow airport access road to Main Exit.
• Take a Left at first traffic light onto Azalea Garden Road.
• Then turn left at first traffic light onto Military Highway.
• Go under I-64 and turn left at first traffic light (Elizabeth Drive) into hotel.

Past Events