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2019 February Professional Development - Transforming YOUR Individual Leadership
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2019  February Professional Development -  Transforming YOUR Individual Leadership

When: 2/15/19
7:00AM - 9:00AM
Where: Babson College
231 Forrest Street
Malloy 202
Babson Park, MA  02457
United States
Contact: Makenzie Howard

Online registration is closed.
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The objective of the presentation is to help people transform themselves into better leaders to improve their lives.  Presentation will define what Individual Leadership is and explore tools and concepts to define, plan & realize goals (both personal & Professional).  Additionally, we will explore how we define Success in our lives and how we strive to continuously make improvements through a trans formative mindset.





Robert O'Connor, CPA, Associate Director, The Siegfried Group

As an Associate Director, Robert executes The Siegfried Group’s higher purpose by infusing leadership advisory into the Boston marketplace.  He works as a Trusted Business Advisor to create compelling relationships with leading financial executives to help them solve their most complex and critical issues.


Before joining the Siegfried Group, Robert started his career with Deloitte & Touché as an Audit Senior in their Financial Services assurance practice. He spent 4 years servicing premier Asset Management clients in the Greater Boston area, including Fidelity and MFS. 


As an active member in the Boston community, Robert participates in a variety of charitable organizations and serves as a junior member of Excel Academy’s Charter School Ambassador Counsel. 






Robert Goldfarb, Associate Director, The Siegfried Group

As an Associate Director, Robert supports The Siegfried Group’s continued growth and higher purpose through business development and leadership advisory in the Boston market.  He has been with Siegfried for nearly three years, advising financial executives and working with his clients to develop solutions to accomplish their goals. 


Robert has a degree in Finance & Marketing from the University of Delaware.  While at UD, he was a member of Theta Chi Fraternity. He’s currently training for the NYC Half Marathon coming up in March. 


7:00am: Networking Welcome

7:30am - 9:00am: Presentation


This meeting qualifies for 1.5 CPE credits.


Learning Objectives: TBD


Field of study: TBD


Prerequisites: There are no prerequisites for this meeting.


Advance preparation: There is no advance preparation require for this meeting.


Type of delivery method: Group-Live


Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.




Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.




In order to receive a refund, all cancellations must be made in writing to 5:00 p.m. Friday, February 8, 2019. We will not refund any cancellations made after the 8th.

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