Managing Your Career & Finances in Turbulent Times



  • Tom Bondi and Stuart Meyer will provide guidance with some practical aspects of your finances, and take a look at new approaches in viewing a job.


    Thomas Bondi (bio), Principal, Berger/Lewis Accountancy
    Stuart Meyer (bio), Vice President, Workpath Group

    Adapting to the current economic and work environment is no easy task - it takes planning, creativity and being smart about your current situation.

    Tom Bondi and Stuart Meyer will provide guidance with some practical aspects of your finances, and take a look at new approaches in viewing a job.

    Topics of discussion will cover:

    • Tax consequences and planning possibilities that exist in a changing environment. The financial pain is the sharpest in a down economy, to individuals and companies alike. Are you doing what you can to hedge your bets and be smart about your wallet?
    • Career transition work - exploring possibilities that may lead you toward your ultimate goal. Creative thinking about making a transition and the kind of work that can help a transition can be key to success in making a change.
    • Developing a business in transition times - where do we go from here. Have you explored all your options, including starting your own business?
    • Negotiating for a job opportunity that separates you from others. There are many types of jobs, some less conventional than others. Depending on your situation, find out about new things you may not have considered before.

    Your questions are welcome - when you pre-register, please forward your questions in advance to [email protected] so they may be addressed in this seminar.

    Speaker Bio


    Thomas Bondi, Principal, Berger/Lewis Accountancy

    Tom Bondi, CPA/Principal at Berger/Lewis, is the Director of the firm's Emerging Business Services Group and a Tax Partner in the firm. He and his team work with early stage technology companies and other Software and Internet startups, providing full service consulting and advisory services. His specific expertise includes:

    • Stock Option plan development and related tax issues and grant planning;
    • Budget development;
    • Organizational planning and Capitalization issues;
    • Management and accounting reporting systems set up/analysis;
    • Corporate tax issues;
    • Assisting in venture funding rounds;
    • Software company and other early stage companies;
    • Advisory Board and Board participation;
    • Community outreach.

    Tom is active in his roles as Advisory Board member of client companies and takes a lead role in the positioning of companies from seed funding through merger, acquisition, or the Initial Public Offering process.

    Tom was cofounder and Chief Financial Officer of a software development company from start up to its acquisition. In addition, Tom worked with a major Silicon Valley semiconductor manufacturer in product management prior to entering Public Accounting. He has also served as a Board Member of many of the Valley's nonprofit organizations and political committees over the years.

    Prior to creating the Emerging Business Services Group, Tom worked extensively in success planning for closely held businesses, stock option planning, and estate and trust planning.

    Speaker Bio


    Stuart Meyer, Vice President, Workpath Group

    Stuart Meyer, Vice President, has helped hundreds of individuals increase their leadership skills and career satisfaction through business and career coaching and organizational consulting.

    Stuart co-founded the Workpath Group. One aspect of his work is leading a CEO peer group, as both group facilitator and business coach for the members and their companies. He also coaches a group of high-potential senior managers worldwide in developing their leadership skills, and frequently facilitates strategic planning off-sites for senior management teams.

    He has developed and led workshops on leadership development, change management, negotiating and career management. His clients have included Hewlett-Packard, Agilent, Intuit, Ziff-Davis, New Focus, and many small to medium-sized organizations in a broad range of industries.


    Event Logistics


    11:45am-12:00pm Registration
    12:00pm-2:00pm Brown Bag Session


    SDForum Center
    111 W. Saint John, Suite 200
    San Jose, CA 95113


    Cost (Refreshments included; NOT lunch, please bring your own!)
    $10 SDForum & AAMA Members
    $20 Non-Members

    Career Series Seminars often sell out. On the day of the seminar, drop in registrants will be admitted on a first come, first serve basis until the seminar is full. If pre-registered attendees do not show by 12:15pm, we will allow interested participants who wait in our lobby to fill the available seats.

    Pre-registration is closed. Please register at the door.