President's Message
Ma. Victoria C. Españo Message from the President:

Ma. Victoria C. Españo


PRESIDENT’S MESSAGE

Year 2018 is indeed a special year for FINEX: it marks our 50th anniversary as a leading organization of finance professionals. Through the able leadership of our past presidents and the multitude of members who have actively participated in and supported our different initiatives, we have made significant achievements in supporting the professional development of finance executives,

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FINEX partners with JPMorgan Chase for 14th Inter-Collegiate Finance Competition

The Financial Executive Institute of the Philippines (FINEX) partners with leading global financial services firm JPMorgan Chase & Co. for the 14th Inter-Collegiate Finance Competition (ICFC). Through the participation of the country’s best colleges and universities, the ICFC aims to promote networking and friendship, exchange of ideas, and cooperation among participants. The program also aims to expose colleges and universities to world-class finance education standards. Questions asked in the competition are patterned after the Chartered Financial Analyst (CFA) Level 1 examination.

Close to 90 schools competed for the elimination round that was held simultaneously in six locations– NCR for National Capital Region and South Luzon, Baguio for North Luzon, Pampanga for Central Luzon, Bacolod for Western Visayas, Cebu City for Eastern and Central Visayas, and Cagayan de Oro for Mindanao.

The top 20 schools competing for the Finals are: Ateneo de Manila University, University of the Philippines-Diliman, University of Cebu – Lapu Lapu, Mandaue; Father Saturnino Urios University, Mindanao State University – Iligan Institute of Technology, Far Eastern University – Manila, De La Salle University – Manila, Saint Louis University – Baguio, University of Baguio, Manuel Enverga University Foundation, University of the Philippines-Iloilo, De La Salle – College of St. Benilde, College of the Immaculate Conception, University of Mindanao – Davao City, Technological Institute of the Phils. – Manila, De La Salle University – Lipa, Saint Louis College, De La Salle University – Dasmarinas, University of San Carlos – Cebu, and Cebu Institute of Technology.

Photo shows (L-R): JPMorgan Chase Philippines chief finance officer Timothy Yang, FINEX president Ramon Opulencia, JPMorgan Chase Philippines senior country officer Roberto Panlilio and Junior FINEX chairman Vic Sarza.



MOA SIGNING FOR 14TH INTER COLLEGIATE FINANCE (ICFC) COMPETITION.

The Asian Institute of Management (AIM) through its AIM-Gov. Jose B. Fernandez, Jr. Center for Banking and Finance, and the Jr. Financial Executive Institute of the Philippines have formally entered into an agreement for the 14th Inter Collegiate Finance Competition (ICFC). With JPMorgan Chase & Co. as the principal sponsor, the 14th ICFC will be held on September 21, 2012 for the Eliminations and October 22, 2012 for the Finals. The official sponsor calculator of the 14th ICFC is Educalc.net the master distributor of HP Calculators in the Southeast Asia

AIM’s JBF Center develops the Question Bank for the ICFC, and its Graduate School of Business awards MBA scholarships to the members of the winning team. Signing the Memorandum of Agreement (MOA) were (L-R) Mr. Benny Soliven, Co-Chairman, Jr. FINEX; Mr. Vic Sarza, Chairman, Jr. FINEX; Dr. Ricardo A. Lim, Dean of AIM; and Prof. Horacio M. Borromeo, Associate Dean, AIM-W. Sycip Graduate School of Business. The MOA signing was held at the AIM campus in Makati City on August 29, 2012.


JUNIOR FINEX COMMITTEE



Lofreda M. Del Carmen
Chairman

Chief Executive Officer - Forecasting and Planning Technologies Inc.


Jeremy Y. Abaño
Co-Chairman
President & CEO
Howden Insurance Brokers

MEMBERS

AURELIO O. ANGELES
ROBERTO T. BORROMEO
LESTER JOSEPH D. CASTOLO
MARYBETH T. DELGADO
ANA MARIA S. DEL ROSARIO
EDWIN V. FERNANDEZ
MARYJADE T. ROXAS-DIVINAGRACIA
LILLIBETH V. FAJARDO
ELMER A. GUZMAN
PRINCESS MELODY C. GO
GAUDENCIO S. HERNANDEZ, JR.
RENE V. JAMINEZ
WILMA I. MIRANDA
BERNADETTE M. NEPOMUCENO
ANTONIO RAMON T. ONGSIAKO
ROSANNA R. QUITO
VICENTE JULIAN A. SARZA
ERDULFO S. SISON
BETTY C. SIY-YAP
BENITO G. SOLIVEN III
GRACE PALMA-TIONGCO
FRANKLIN F. YSAAC
MARK ANTHONY L.YU


FEATURED ARTICLES
Chinese influence in business
Ms. Wilma Inventor MirandaMs. Wilma Inventor Miranda

BUSINESS MIRROR (FINEX Free Enterprise)
February 16, 2018

Chinese influence in business

With the celebration of Chinese New Year, it is a perfect time to look deeper into how the Chinese greatly influence our economy. When we see “made in China” nowadays, we usually relate that to cheap items, low quality, fake goods and imitations. But this article will not focus on the Chinese from the mainland but the Chinese who began their businesses generations ago and have children who are now Filipino-Chinese and successful businessmen themselves.

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Dr. Jose Pardo – Just Think Positive!
Flor G. TarrielaBy Flor G. Tarriela

Business World (FINEX Folio)
February 16, 2018

Dr. Jose Pardo – Just Think Positive!s

Last Saturday Jose “Titoy” Pardo, PSE Chairman and former Secretary of Trade/Finance was conferred the Degree of Doctor of Science in Finance by De La Salle University headed by Br. Raymundo Suplido.

At the luncheon celebration, the “new Doctor” was asked to dispense a cure to problems at hand, he shared how to cope with emerging VUCA (Volatility, Uncertainty, Complexity and Ambiguity) related problems. Dr. Pardo picked up from Dr. Charles Handy, author of The Age of Unreason, who said “All businesses or any economic activity are vulnerable to shock and inevitably will experience tremors in the market place. The important thing is to be quick in responding to change and to never succumb to the status quo style of management. If it ain’t broke, fix it.”

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PSE: Unified at last
J. Albert GamboaBy J. Albert Gamboa

MANILA TIMES(FINEX Files)
February 16, 2018

PSE: Unified at last

More than 25 years after the merger of the Manila Stock Exchange (MSE) and the Makati Stock Exchange (MKSE) into the Philippine Stock Exchange (PSE), the country’s securities industry is set to be finally unified in a single trading floor.

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Ethical challenges in today’s world
By Mercedes B. SuleikBy Mercedes B. Suleik

BUSINESS MIRROR(FINEX Free Enterprise)
February 14, 2018

Ethical challenges in today’s world

Pundits sometimes quip that “business ethics” is an oxymoron, a contradiction in terms because it is said that there is an inherent conflict between ethics and the pursuit of profit. But more and more, as we see the effects of such unmitigated self-interest, we begin to wonder whether the mantra of the 1980s, “Greed is good” has not visited disaster on so many people today. Today we find ourselves in a quandary—is our world spinning out of control? Has evil taken root in every sphere of our lives, so that even the very means of our efforts to sustain our existence are now suspect?.

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A La Juventud Filipina
By Mercedes B. SuleikBy Mercedes B. Suleik

BUSINESS MIRROR(FINEX Free Enterprise)
September 13, 2017

Faith in the workplace

It has often been considered that faith and the ordinary life of a person, that is his work, his daily activities, are not compatible. That, for instance, being ethical and being guided by morals in business or in the workplace, must be dichotomized from religious belief.

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Swedish death cleaning and Lagom
BENEL D. LAGUABy BENEL D. LAGUA

Swedish death cleaning and Lagom (Business Option)
Feb.15, 2018

Swedish death cleaning and Lagom

Mafe, my beloved spouse, has been asking me recently to start disposing some of the old stuff that have been untouched in our attic. After all, I’ve accumulated quite a ton of books, magazine and school stuff from studying and teaching all these years. And even my clothes and gadget collection (men stuff) have remained to pile up. It all came to head recently when she shared Margarita Magnusson’s new book, “The Gentle Art of Swedish Death Cleaning.”.

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