2022 Financial Leadership Summit: May 15-17, 2022

2022 Financial Leadership Summit 

Hilton Cleveland Downtown / The Rock and Roll Hall of Fame

Join us as we “get the band back together” for the 2022 Financial Leadership Summit in the Rock and Roll Capital of the World, Cleveland, Ohio.

Experience a power-packed program, with high-impact keynote sessions and interactive discussions designed for financial leaders. Discover the latest best practices to drive your business strategy, empower your workforce and foster a culture to shape your organization’s success.

Don’t miss this opportunity to network with more than 500 of your peers where you’ll learn, collaborate, and build ideas for a better future in finance.

Click here to register and for more info

FEI (financialexecutives.org)

 

FEI NEO April Chapter Meeting: Tuesday, April 12, 2022

Annual Educator’s/Academic Night

FEI NEO will present awards to nominated outstanding area college/university business students that have a career goal as a financial executive.

Keynote Presentation

KEYNOTE SPEAKER: Dr. Ethan Karp, PhD, President & CEO, MAGNET

TOPIC: “Make It Better: A Blueprint for Manufacturing in Northeast Ohio”

ABOUT OUR SPEAKER:

Dr. Ethan Karp is an expert in transforming companies and communities. As President and CEO of MAGNET, he has helped hundreds of manufacturing companies grow through technology, innovation, and talent. Dr. Karp is passionate about driving economic prosperity in Northeast Ohio. He’s a committed change-maker and community builder. He serves as Board Chair of Cleveland/Cuyahoga County Workforce Development and as a Director on the boards of the following organizations: American Small Manufacturers Coalition, Cleveland Leadership Center, MidTown Cleveland, Inc., Cleveland Jewish Publication Company, and the Jewish Education Center of Cleveland. Dr. Karp is a recognized thought leader and a frequent national media commentator on the future of manufacturing in America, including a regular column in Forbes. Before joining MAGNET in 2013, he worked with Fortune 500 companies at McKinsey & Co. Dr. Karp received undergraduate degrees in biochemistry and physics from Miami University and a Ph.D. in Chemical Biology from Harvard University. He currently resides in Cleveland with his wife and three daughters.

Professional Development Session

Presented by:

TOPIC: “Transforming Your Workplace Violence Prevention Policy into an Effective Program”

PRESENTED BY: Matthew W. Doherty, Managing Director, Workforce Risk Management – Sikich

Has your organization identified the financial and business benefits that can be gained from taking a proactive approach to creating a safe and supportive workplace?

In this session, you will learn:

  • the essential components of an effective workplace violence program
  • how a comprehensive program can help prevent violence and save lives
  • why it’s critical to proactively address this topic in your organization today

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, April 12, 2022

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 Union Club
1211 Euclid Ave
Cleveland OH 44115

(Ballroom on the 3rd Floor)

Parking
Complimentary valet parking available at The Union Club. Access the garage off of E 12th St.

 

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

Come join us at our last meeting of the year and hear A BIG ANNOUNCEMENT about the FEI Cleveland Summit!

REGISTER HERE

FEI NEO is committed to the health and safety of our members, partners,  and guests. We have developed guidelines and best practices which will be in accordance with guidelines set forth by the State of Ohio and those set forth by the venue. All guidelines will be communicated to attendees prior to the meeting.

FEI NEO March Chapter Meeting: Tuesday, March 15, 2022

Keynote Presentation

KEYNOTE SPEAKER: David Sylvan, President, UH Ventures

TOPIC: “Navigating the Intersection of Innovation & Healthcare”

ABOUT OUR SPEAKER: David comes to UH Ventures with more than 30 years of diverse corporate experience, most recently following a successful 15 year career in capital markets and investment
banking, where he led a derivatives’ trading and public finance investment banking platform. David helped establish and build teams and operational platforms across the United States. Prior to this, David spent 8 years in a variety of responsibilities at the sports marketing giant, IMG. He started his career in public accounting with Deloitte in Johannesburg, South Africa. David is an adjunct professor at Case Western Reserve University’s (CWRU) Weatherhead School of Business in their department of Design & Innovation. David received a Bachelors in Commerce and Business Law from the University of the Witwatersrand, in Johannesburg, South Africa, and an MBA from the CWRU Weatherhead School of Management.

Professional Development Session

Presented by:

TOPIC: “The Message in Retail – What Accelerated Changes Mean for all CFO’s”

PRESENTED BY: Heather Hall, Associate Director, Protiviti Digital

TOPIC SUMMARY: While all industries have faced head winds over the past two years, Retail has been forced to evolve on the fly, finding ways to maintain value and minimize cost.  The presentation will take a dive into what the future of retail looks like through the lens of the modern finance executive, sharing perspective and insights that are relevant to all industry leaders.

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, March 15, 2022 (rescheduled from March 9th)

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 Community Rowing and Sailing Center
1831 Columbus Rd
Cleveland, OH 44113

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE

FEI NEO is committed to the health and safety of our members, partners,  and guests. We have developed guidelines and best practices which will be in accordance with guidelines set forth by the State of Ohio and those set forth by the venue. All guidelines will be communicated to attendees prior to the meeting.

FEI NEO February Chapter Meeting: Tuesday, February 15, 2022

Annual Joint Meeting with ACG (Association for Corporate Growth) Cleveland

Keynote Presentation

KEYNOTE SPEAKER: Kim Katzenberger, Group CFO, The Riverside Company

TOPIC: “Accelerating Growth and Transforming Finance at Smaller Middle Market Businesses”

ABOUT OUR SPEAKER: 

Mr. Kim Katzenberger joined Riverside in 2012.  He started as a Finance Director supervising the CFOs and finance functions at six portfolio companies in Riverside’s Microcap Fund.  He was promoted to Group CFO of the Microcap Fund in 2014.  Before joining Riverside, he served as Chief Financial Officer of Fiji Water Company, an international consumer products business.  Previously, he held several positions at General Electric, including Vice President-FP&A at NBC’s TV Group, Finance Integration Leader at GE Consumer Products, CFO of GE’s LED lighting division, and Director of FP&A at MSNBC Cable.  He holds an AB in Economics from Dartmouth and an MBA from New York University’s Stern School of Business.

Professional Development Session

Presented by:

TOPIC: “The Synergy Solution: How Companies Win the Mergers and Acquisitions Game”

PRESENTED BY: Mark Sirower, Principal, Deloitte

M&A continues to be top of mind for financial and corporate development leaders as we live through the largest concentration of deals in industrial history — the numbers are staggering. Unfortunately, the results for acquirer’s shareholders, on average, are disappointing and can be traced back to a variety of problems. We will discuss the key themes of The Synergy Solution and the M&A cascade, including M&A strategy, valuation, Announcement Day, and integration that illustrate the required connectedness across the cascade.

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, February 15, 2022

4:00 p.m. – 5:00 p.m. Professional Development Session (bar opens at 3:45 pm/will close once the presentation begins)
5:00 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address
7:00 p.m. – 7:30 p.m.  Additional Networking

(will be held in the Ballroom on the 3rd floor)

Location
The Union Club
1211 Euclid Ave
Cleveland OH 44115

Parking
Complimentary valet parking available at The Union Club. Access the garage off of E 12th St.

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE

FEI NEO is committed to the health and safety of our members, partners,  and guests. We have developed guidelines and best practices which will be in accordance with guidelines set forth by the State of Ohio and those set forth by the venue. All guidelines will be communicated to attendees prior to the meeting.

FEI NEO January Chapter Meeting: Tuesday, January 11, 2022

Keynote Presentation

KEYNOTE SPEAKERS: Kevin Casey, CEO, Dark Rhino Security & Manoj Tandon, COO, Dark Rhino Security

TOPIC: Cybersecurity

ABOUT OUR SPEAKER:

Kevin Casey is the co-founder, equity partner and CEO of Dark Rhino Security Inc. His vision is to build companies following the tenets of the Blue Ocean Strategy, which helps enable strategists “to ask fundamentally different sets of questions,” the answers to which, in turn, have helped him and his team create true “value innovation” which, in today’s unprecedented times, have lead Dark Rhino Security, to deliver cutting-edge technologies for mobility, cybersecurity, and artificial intelligence. An organizational behaviorist by education, Kevin’s career has been spent rising the ranks of one of the leading Management Consulting firms, to helping IPO a 3 Billion company to starting no less than seven start-ups. His passions include sailing, reading, traveling as well as building companies that provide an opportunity for individuals to grow and broaden their knowledge and skills.

Professional Development Session

Presented by:

BMO Harris Bank

TOPIC: “Protecting Yourself in the Digital Age”

Join BMO for a dynamic and interactive discussion featuring BMO’s Financial Crimes Unit professionals, Doug Malin and John Galluzzo. Attendees will:

  • Hear from BMO Financial Crimes Unit professionals on Fraud and Cybercrime challenges pre and post COVID-19.
  • Learn about BMO’s innovative 21st -century model for global security.
  • Walk away with tangible information and tools to better secure you, your business and your family.
  • Have the opportunity to ask questions of our experts.

PRESENTED BY: Doug Malin, Managing Director, BMO Financial Crimes Unit and Head, External Partnerships, Training, and Technology Innovation & John Galluzzo, Director, BMO Financial Crimes Unit and Head, FCU Analytics & Engagements

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, January 11, 2022

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 Union Club
1211 Euclid Ave
Cleveland OH  44115

Parking
Complimentary valet parking available at The Union Club. Access the garage off of E 12th St.

Pre-registration is Required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE

FEI NEO is committed to the health and safety of our members, partners,  and guests. We have developed guidelines and best practices which will be in accordance with guidelines set forth by the State of Ohio and those set forth by the venue. All guidelines will be communicated to attendees prior to the meeting.