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Update - September 2017
September 28, 2017

President's Perspective

Dear Members,

As we head into fall, I want to acknowledge several of our members who were affected, directly or indirectly, by the recent devastating hurricanes. We hope that everyone and their families and loved ones are safe.

One hallmark of qualitative corporate governance is Board turnover. The idea is to consistently bring on new members who bring fresh ideas. This avoids entrenchment. At the summer board meeting, the following Directors concluded terms: Hugh Cohen, Gerry Guild (Treasurer), Jack Hermann (FinCom Chair, Membership Chair), Richie Leisner (Past President, Membership Chair), and Bruce Foerster (Past President, FinCom Chair). We thank them for their dedication and numerous unpaid hours of service and look forward to their continued participation as members.

We also welcome new Directors Gordon Yale, Alan J. Besnoff, Paul Carroll, Jerry DeNigris, Carrie Wisniewski, and Bob Lawson to the Board. Gordon will also serve as President-Elect. In that capacity, Gordon will be responsible for planning the 2018 conference agenda – so if you have topics you would like to see addressed, or if you would like to participate, please contact Gordon (or me).

While every one of our members is truly a subject matter expert, it takes a while to become an “expert at being an expert.” As I can attest, most of my “expert” education came from lessons learned from my own mistakes or errors in judgment. In the last month we have had several inquiries concerning best practices. We have many experienced experts ready to offer help. Please feel free to inquire.

Social media sites can be a great tool. They also make everyone an instant publisher. A single post or even a comment or "like" on someone else's post can quickly spread, reflecting not just on a single individual but on affiliated individuals and organizations. We see this daily now from celebrities and elected officials: digital communication carries great promise and risk. This is something most of you are probably already very conscious of, but just something to keep in mind.

Just a reminder to anyone who does not already follow the SER page on LinkedIn. We post news and photos from SER events such as the annual meeting here; linking to it broadens the reach and awareness of the organization. 

Respectfully, Ross Tulman, President


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Our LinkedIN page is now up to 97 followers, half are non-member.  If you have not done so already, please login to LinkedIN, find “Securities Experts Roundtable” and click the Follow button.

·         Click here to visit our page on LinkedIN, and to read all of our postings thusfar.

Website Statistics

  • August 2017: Unique Visitors – 1,300; Number of Visits – 2,280


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