10/13/20 – October Chapter Meeting at the Foundry

Keynote Speaker 

Cleveland Metroparks – Blazing a Trail through the Pandemic 

Bill Chorba, CPA, CGMA, CFO, Cleveland Metroparks

Bill Chorba holds active CPA and CGMA designations and currently serves as the Chief Financial Officer and Treasurer of Cleveland Metroparks, where he plans, develops, directs, controls, and manages the Park District’s financial affairs. He is responsible for finance, accounting, treasury, payroll, internal audit and procurement. As Chief Financial Officer, Bill serves as an ex officio of the Board of the Park District and is the Board’s liaison with the Park District Audit Committee. Cleveland Metroparks is a multi-faceted, award winning park district with almost 24,000 acres that include park reservations, golf courses, restaurants, marinas, retail operations, state-accredited police force and a nationally acclaimed zoo.

Prior to joining Cleveland Metroparks, Bill was the Chief Financial Officer of NineSigma, an international innovation and technology services firm, where he was responsible for finance, strategy, accounting, risk management, investor relations, treasury, human resources, IT and administration. He was a key executive team member orchestrating the turnaround and successful exit of this venture capital-backed organization. In addition to being CFO, Bill served on the Board of Directors of NineSigma Japan and was a Managing Director of both NineSigma Europe and NineSigma Korea.

Mr. Chorba’s other senior finance roles throughout his near 30-year career include Chief Financial Officer of an employee benefits, payroll and HR administration company, Vice President at a large, international risk management and insurance firm, and Manager at a national CPA firm.

In addition to his professional service, Bill served as the Chair of the Executive Board of the Ohio Society of CPAs as well as two terms as an Executive Board member. He currently serves as an AICPA Governing Council Member representing Ohio and as the Chairman of the Finance Committee of the Northeast Ohio Foundation for Patriotism. Most recently, Bill was accepted into the Leadership Cleveland Class of 2021.

Professional Development Session

Presented by Protiviti

Topic: ESG Update and Insight for Finance Professionals

Environmental, Social and Governance (ESG) performance, reporting and assurance has gained center stage around the world as organizations seek to better understand the needs and concerns of a variety of stakeholders, improve their own performance and better communicate their ability to create long term sustainable value. Finance professionals can play a valuable role in adding value as their organizations, start, evolve and continuously improve their ESG related activities.

During this session attendees will:
• Learn about the latest drivers and application of ESG activity that enhance organizational value and sustainability for key internal and external stakeholders
• Gain insight into the most current ESG reporting techniques and leading practices as well as reporting frameworks used by leading organizations globally
• Understand internal control aspects and third party assurance options for ESG reporting as well as integration with Enterprise Risk Management

Presented by: Bob Hirth, Senior Managing Director at Protiviti

Bob Hirth is Senior Managing Director at Protiviti and co-vice chair of the Sustainability Accounting Standards Board (SASB). SASB is rapidly becoming the investor preferred ESG reporting Framework and has been specifically suggested by major institutional investors. Mr. Hirth served as COSO Chair from June 2013 until February 2018 and he is a former two-term Standing Advisory Group (SAG) member of PCAOB.

CPE Credit Earned: 1hr

Event Details/Registration

Date: Tuesday, October 13, 2020
Time:
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address

Location:
The Foundry Rowing Club
1831 Columbus Rd.
Cleveland, OH 44113

CLICK HERE TO REGISTER

Masks will be required without exception, as well as all state, local, and venue rules will be followed. Members will have the option at registration time to register to attend in-person or via streaming.

September Chapter Meeting – Thursday, September 10, 2020 at The Shoreby Club

Keynote Presentation

 Financial Game Plan for the New Normal

Presented by: John K. Lane, CEO/Managing Director, Inglewood Associates LLC

About our Speaker:

John Lane has nearly 40 years of financial, business and technology experience, serving clients based in Atlanta, Chicago, Ohio, Pennsylvania, San Francisco, Shanghai, Sydney, Taipei, and Washington DC.

From October 2012 to November 2013, John served as the interim CEO of American Roll Formed Products (ARF), a custom roll former located in Painesville, OH. Working with the management team, and assisted by Richard (Dick) Hojnacki, John led the transformation at ARF from a very entrepreneurial business to a process driven one, while maintaining the entrepreneurial spirit. ARF experienced significant sales growth and improved efficiencies under John’s watch. Additionally, it took only three months to move from board approval of ARF’s Southwest expansion to producing its first part. John identified an internal candidate who ultimately became ARF’s new president, allowing John to return full time to Inglewood.

John has served as an operating and liquidating receiver, has provided extensive turnaround services and has acted as crisis management and financial advisor for debtors and creditors. The industries that he has worked with include automotive, logistics, retail, metal, media, advertising, printing, plastics, services, real estate, high technology and companies serving the oil and gas industry. John has also served as damage expert for numerous litigation matters, directed fraud audits, negotiated joint ventures and the resolution of breaches of contract, and provided numerous business valuations including several in connection with contentious proceedings.

Prior to Inglewood, John was the Managing Director of The Revere Group-Cleveland, an IT and business consulting firm. John was also a partner at Price Waterhouse, serving for nineteen years, where he provided negotiation strategies for a successful $275 million acquisition and actively participated in three IPO’s, including OfficeMax’ offering which was at that time the largest retail IPO. John also served in Price Waterhouse’s Retail and Real Estate Specialty Practices.

John has a BBA degree from the University of Notre Dame, has earned the Certified Turnaround Professional (CTP) designation, is a CPA (non-practicing) and holds a Series 7 Securities License (inactive). He has served on and moderated panels, authored articles and been quoted in the media on a number of business topics. One authored article was “Receiverships Might Be Good Alternative to Bankruptcy, A Non-Legal Perspective on Risks, Benefits”, which was published in the August 2008 issue of The Journal of Corporate Renewal, the national publication of the Turnaround Management Association.

John is a Board Member and former President for the Ohio Chapter of the Turnaround Management Association. He also served as a Board Member of Knotice, Ltd. (http://www.knotice.com/) until its sale in early 2014.

Professional Development Session

Presented by Cavitch, Familo & Durkin

Event Details/Registration

Date: Thursday, September 10, 2020
Time:
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address

Location:
The Shoreby Club 
40 Shoreby Drive
Bratenahl, OH 44108

REGISTRATION FOR THIS EVENT OPENS SOON.

Masks will be required without exception, you must be seated to be served, and all social distancing, as well as all state, local, and venue rules will be followed. Members will have the option at registration time to register to attend in-person or via streaming.

CANCELLED – Monday, May 11, 2020 – Annual Spring Social at Topgolf Cleveland

Due to concerns regarding novel coronavirus (COVID-19) this event has been cancelled. We hope to reschedule this event for a later date. 

Event Details/Registration

Our Annual Spring Social will be held on Monday, May 11 at the new Topgolf Cleveland.  Join us for a casual evening of food, drinks, networking and fun. There’s no pressure to have a good golf swing or score a lot of points. It’s all about everyone having fun! Guests are welcome!

   

DATE: Monday, May 11, 2020

TIME:

  • 5:00pm – 7:30pm
  • 5:00pm – Cocktails/Networking
  • 5:30pm-7:30pm – Food Station/Golf/Networking

LOCATION:

Topgolf
5820 Rockside Woods Blvd N.
Independence, OH 44131

Cost:

FEI Members                                      Free
Guests of Members                           $50/pp

Strategic Partners                               Free
Guests of Strategic Partners            $50/pp

 

CANCELLED – April 21, 2020 – April Chapter Meeting – Academic Award Night

Due to concerns regarding novel coronavirus (COVID-19) this event has been cancelled.

Keynote Presentation

 

Keynote Speaker:  Harlan Sands, President, Cleveland State University

Harlan M. Sands was appointed by the Cleveland State University Board of Trustees to serve as the University’s seventh President, effective June 1, 2018.

Sands is a highly regarded and widely respected higher education leader with extensive experience at urban research universities. He has a proven track record of advancing academic excellence, empowering faculty, championing research and aligning strategies and operations to meet the emerging needs of higher education in the 21st century. He brings 30+ years of experience as a higher education thought leader, academic administrator, business process transformer, teacher and student advocate.

Sands came to CSU from The Wharton School at the University of Pennsylvania, where he served as Vice Dean of Finance and Administration, Chief Financial Officer and Chief Administrative Officer. Among his responsibilities were overseeing and administering divisions of finance/administration, budget, human resources, information technology, communications/marketing, internal audit/compliance, facilities and research data services.

Professional Development Session

Presented by PwC

Event Details/Registration

This event has been cancelled

 

 

 

March 10, 2020 March Chapter Meeting at the Federal Reserve Bank

Keynote Presentation

ADD TO CALENDAR

Corporate/Strategic Cyber Risk, and the Role of the Federal Reserve

Presented by: Chad Siegrist, Banking Supervisor
Matt Tolbert, Senior Examiner

Mr. Siegrist and Mr. Tolbert will be speak on Corporate /Strategic Cyber Risk and the Federal Reserve’s efforts in supporting continous improvement of cybersecurity capabilities in the financial services industry.

About our Speakers: 

Matt Tolbert is a senior examiner, risk specialist in Risk Supervision at the Federal Reserve Bank of Cleveland serving as a cybersecurity subject matter expert.

Mr. Tolbert joined the Cleveland Reserve Bank in 2018. He brings over 20 years of experience in cybersecurity operations and technology risk management. His experience includes serving as a management consultant with PricewaterhouseCoopers as well as leadership roles with BNY Mellon, First Niagara Bank, and the Federal National Mortgage Association. He has also served as an operational risk management expert with the Office of the Comptroller of the Currency.

Chad Siegrist is banking supervisor in charge of intelligence and incident management, within Supervision, at the Federal Reserve Bank of Cleveland. His department assesses threats to the financial industry and works with supervision staff to ensure appropriate mitigation strategies and processes are in place within supervised institutions.

Mr. Siegrist joined the Bank in 2015 as an IT examiner, earning his commission in August of 2017. He was subsequently promoted to banking supervisor in August 2017. Mr. Siegrist brings over 15 years of intelligence analysis and cyber knowledge to the Bank.

Mr. Siegrist was previously employed with various organizations in the Department of Defense where he held positions related to national security as well as being a cyber intelligence analysis.

Professional Development Session

Presented by Plante Moran

Topic: Improved Decision Making through Enhanced Cost and Margin Analytics

Leverage accurate, timely cost/margin information and analytics to move beyond simply understanding what happened and why, to what will happen and what you should do.

Speaker:  Jason Winters, Principal at Plante Moran

Jason has over 30 years of both industry and consulting experience. He has deep expertise in accounting, finance, restructuring, and cash flow management. Jason has worked with both large public companies and privately held middle-market companies in a variety of industries, such as manufacturing, distribution, food processing, medical device, service and retail. As a former CFO, he is experienced in developing business strategy, identifying areas for profitability and cash flow improvement, and the execution of strategic initiatives.  In addition, he has been named an interim officer on several assignments, including CFO and Controller roles in retail and manufacturing organizations. Jason has significant experience in a varied range of areas including strategic planning, pricing and production decisions, expansion or contraction of lines of business, acquisition and divestitures, internal controls, and management information systems. One of his primary areas of expertise lies in formulating and analyzing the feasibility of potential courses of action, including developing financial models to maximize cash flow/profitability and improve management decision making.

Event Details/Registration

ADD TO CALENDAR

Date: Tuesday, March 10, 2020

Time:

  • 4:00 p.m. – 5:00 p.m. Professional Development Session
  • 5:00 p.m. – 6:00 p.m. Networking Reception
  • 6:00 p.m. – 7:00 p.m. Keynote Address

Location:

The Federal Reserve Bank of Cleveland
1455 E 6th St.
Cleveland, OH 44114

ADVANCED REGISTRATION IS REQUIRED FOR THIS EVENT

CLICK HERE TO REGISTER