November 13, 2012

Bryant Alumni Bulletin - Athletes Helping Athletes

bryantpicNovember 13 – Bulldog Connection
Bryant alumnus and former lacrosse player Tim Duffany ’06 networks with current student-athletes as part of the Bulldog Connection program that brings former athletes to campus to mentor current athletes. If you are a former varsity athlete, plan to join us for the spring program on April 6, 2013.
Legendary American football coach Vince Lombardi said, “Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.” 

No one knows better than Bryant’s student- and alumni-athletes how true this is. The and annual Bulldog Connection – a networking event for student- and alumni-athletes – on November 3 began with a panel discussion in  the morning, followed by networking opportunities, and a victorious Bulldog football game. 

Highlighting the event were a dozen outstanding alumni who shared their amazing career experiences and tips for the future with about 60 student-athletes. Alumni working at such prestigious organizations as the Boston Celtics and Amica Insurance gave valuable advice about strategizing professional careers  following graduation.

“Experience is a great teacher and second to having one’s own experience, is to hear from others who have been down that path before,” says Tim Duffany ’06, CFP®, founding partner of Single Point Partners, a boutique advisory firm in Boston. “As a collegiate student-athlete there are so many experiences, habits, and traits that can be leveraged to launch and develop one’s professional career, but one critical challenge is to harness these and communicate them as one’s personal brand. This event helps to guide student-athletes on the path to do so.” 

Want to be a part of this year’s Bulldog Connection? Save the date of April 6, and be part of the Bryant team. Registration can be accessed at or contact the Alumni Office for more information.

June 12, 2012

Personal Chief Financial Officer (CFO) Job Description

Basic Function: The personal chief financial officer is accountable for the administrative, financial, and risk management operations of the client to include the development of a financial and operational strategy. The PCFO is responsible for ongoing development and monitoring of advice designed to preserve and grow wealth, along with the accurate reporting of financial results.
Principal accountability's are:
    • Assist in formulating the client's future direction and supporting tactical initiatives
    • Monitor and direct the implementation of strategic plans
    • Develop and coordinate financial and tax strategies
    • Manage the capital request and budgeting processes
    • Develop performance measures that support the client's strategic direction
    • Participate in key decisions as a member of the client’s advisory team
    • Maintain in-depth relations with all members of the client’s advisory team
    • Help manage any third parties to which functions have been outsourced
    • Implement best practices with respect to wealth management
    • Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package
Risk Management
    • Understand and mitigate key elements of the client's risk profile
    • Monitor all open legal issues involving the client, and changes to the legal environment that might affect the client
    • Construct and monitor reliable control systems through the client’s personal financial website
    • Evaluate and Maintain appropriate insurance coverage on the client
Funding & Investing
    • Monitor cash balances and cash flow forecasts
    • Assist with arranging for debt and equity financing
    • Advice on the appropriate allocation of investable funds based on the client’s risk tolerance.
    • Help select and monitor investment managers for the client 
Third Parties
    • Manage and participate in interactions with the outside expertise
    • Represent the clients in evaluation of and negotiation with advisors
    • Take ownership of the process of engaging other advisors for the client
    • Follow up to ensure implementation is occurring with advice provided by third parties
Desired Qualifications
    • CFP
    • Minimum 5 years working with clients in the financial services industry
    • Additional Qualifications:
    • Attention to Detail
    • Willing to collaborating with those with expertise in certain areas
    • Open to helping implement creative ideas