The Expert's Examiner


SER ACTIVITIES - WHAT'S CIRCLING AT THE ROUNDTABLE 3RD QUARTER?
October 2, 2019

The committees of The Securities Expert Roundtable are hard at work to constantly enhance the value of membership. We are pleased to report the following:

The Communications/Web Committee, Chaired by Geraldine Genco Dube, is responsible for designing changes to the SER Website, and implementing those changes. We encourage you to check out the SER Newsroom which regularly posts articles from SER members and also disseminates to our LinkedIn Page. All members are encouraged to contribute ideas for further Website changes, supplying resource materials to the Library, and telling us about newsworthy items for the SER Newsroom. Geraldine Genco Dube has recently taken the reins as Communications/Web Chair. Committee members include: Charles Ranson, Sander Ressler.

The Finance Committee’s, mission Chaired by Jack Herrmann, is to develop SER annual budgets; oversee and implement the raising and investment of funds to finance the organization and activities for the benefit of its participants; implement and oversee expenditures; maintain financial controls. The committee is pleased to report that SER is in sound financial condition with no debt and adequate liquidity to conduct our current level of operations.  FinCom’s third quarter meeting will be held on October 10, 2019. FinCom is pleased to report that the 2019 Annual Meeting exceeded our breakeven goal and made a net profit of $1,756. Jack Herrmann has recently taken the reins as Treasurer / FinCom Chair. Committee members include: Alan Besnoff, Elizabeth Falk, David Keogh, Patricia Koetting, Gordon Yale.

The Membership Committee, Chaired by Alan Besnoff is responsible for reviewing the qualifications of prospective members and processing applications for committee and board approval. Members are encouraged to identify prospective members and enlighten them with regard to the benefits of membership. The committee is pleased to announce new Associate Members Gregory Clark and Mike Mumford. The committee is also pleased to welcome back Voting Members Donald Rett and Marty Dirks! Committee members include: Jerry DeNigris, Bob Lawson, Carrie Wisniewski.

The newly launched Mentorship and Practice Management Committee, Chaired by Bob Lawson, will provide opportunities for new and existing members to share experiences and ideas and connect with experienced Experts to brainstorm on tactics, standards of care, second opinions and practice management tips and more in an open forum throughout the year. Committee members include: Paul Carroll Jack Herrmann, Keith Loveland, Sander Ressler, Ross Tulman.

The Nominating Committee’s duty, Chaired by Paul Carroll is to identify and recruit qualified and interested members to serve as officers and directors of SER.  

The Public Relations Committee, Chaired by Carrie Wisniewski, is tasked with raising the awareness of SER as an organization. The committee working in coordination with the Communications/Web Committee is pleased to announce the publication of the third quarterly issue of the SER Expert’s Examiner. Committee members include: Jerry DeNigris, Elizabeth Falk, George H. Friedman, Geraldine Genco Dube.