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

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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

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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

February 25, 2020- Professional Development Breakfast Session presented by CBIZ Retirement Plan Services

Professional Development Session

Presented by CBIZ Retirement Plan Services

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Topic:  Retirement Plan Legislative update and the Secure Act

Join us for breakfast at LockKeepers on Tuesday, February 25. Our strategic partner, CBIZ  Retirement Plans, will provide an update on a retirement plan legislation including the Secure Act.  The session will cover industry trends for 401(k), 403(b), Defined Benefit, and other plan types.

Presenter:

Tom Finnegan, Executive Vice President,  CBIZ Retirement Plan Services

Tom is the former president of the American Retirement Association (ARA) and the American Society of Pension Professionals and Actuaries (ASPPA).  He currently chairs the ASPPA Government Affairs Committee.

CPE Credits Earned: 1 hour

Event Details/Registration

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Date: Tuesday, February 25, 2020

Time:

  • 7:30 a.m. – 8:00 a.m. Networking/Breakfast
  • 8:00 a.m. – 9:00 a.m. Presentation
  • 9:00 a.m. – Adjourn

Location:

LockKeepers
8001 Rockside Rd.
Cleveland, OH 44125

Complimentary valet parking available at LockKeepers

CLICK HERE TO REGISTER

 

February 11, 2020 – February Chapter Meeting – Joint Meeting with ACG Cleveland

Keynote Presentation

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Keynote Speaker:  Sean Dorsey, Founder & CEO, League Park Advisors

Sean is the Founder and CEO of League Park Advisors. Prior to founding League Park, Sean was Senior Managing Director at National City Corporation (currently PNC Financial Services) where he led the Investment Banking and Capital Markets businesses. He also previously served as a Managing Director at McDonald Investments (currently Keybanc Capital Markets), where he was Co-Head of the Mergers & Acquisitions Group, Head of the Consumer Group and a member of the Structured and Real Estate Finance Group. Sean began his career as an attorney with the law firm of Baker Hostetler, and was a Partner specializing in Finance, Mergers & Acquisitions, and Real Estate. Sean is also Founder and CEO of League Park Capital (formerly Achill Partners), a private equity firm focused on acquiring and operating lower middle market companies whose current portfolio companies include Woodhill Holdings and Tri-County Maintenance.

Sean holds his Series 7, 79, 24 and 99 licenses through SFI Capital Group, LLC for which he also serves as the firm’s CEO and Chief Compliance Officer. Sean previously served as a member of the FINRA Global Capital Markets Examination Committee.

Sean is a graduate of Cornell University and Case Western Reserve University School of Law. He has served on the boards or visiting committees of ABCO, Alliance Staffing, American Heart Association, American Red Cross, Case Western Reserve University School of Law and West Campus, Chancellor University, The Country Club, Cuyahoga County Community Improvement Corporation, Notre Dame College, PDI, PreEmptive Solutions and the United Way.  He was also a member of Leadership Cleveland (Class of 2014).

Professional Development Session

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Presented by BMO Harris Bank

Topic: Economic Outlook and Considerations for 2020

Speaker:  Sal Guatieri, Director and Senior Economist, BMO Capital Markets

Join us at 4:00 pm for the Professional Development portion of our February Chapter Meeting. Mr. Sal Guatieri, Director and Senior Economist, will be discussing the latest economic updates and how you can manage the risks to your business.

CPE Credits Earned: 1 hour

About our Speaker:

Sal Guatieri is a Senior Economist and Director at BMO Capital Markets, with over two decades experience as a macro economist. With BMO Financial Group since 1994, his main responsibilities include analyzing and forecasting the U.S. and Canadian economies, housing markets, interest rates and exchange rates. He is a regular commentator in the media.  Prior to joining BMO, Sal worked at the Bank of Canada, contributing to its quarterly economic projection and analyzing foreign exchange markets. Sal received his Masters’ degree in Economics from Queen’s University in 1990.

Event Details/Registration

Date: Tuesday, February 11, 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 Union Club of Cleveland
1211 Euclid Ave
Cleveland, OH 44115

Complimentary valet parking available – access by entering the Union Club garage on E. 12th.

CLICK HERE TO REGISTER

January 28, 2020 – January Professional Development Breakfast Meeting

Professional Development Session

Presented by Willis Towers Watson

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Topic:  Product Recall – Are You Prepared?

Speaker:  Shawn G. McCleary, National Recall Practice, Willis Towers Watson

This presentation will provide an overview of what Product Recall coverage can add to your risk management portfolio, real world events, and resources available to corporations

Topics Include:

What is a product recall coverage?
Risk and claims frequency (varying industries)
An example of product recall events
Benefits to having a proactive process
Tips for success as well as resources that can be utilized

CPE Credits Earned: 1 hour

Event Details/Registration

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Date: Tuesday, January 28, 2020

Time:

  • 7:30 a.m. – 8:00 a.m. Networking/Breakfast
  • 8:00 a.m. – 9:00 a.m. Presentation
  • 9:00 a.m. – Adjourn

Location:

LockKeepers
8001 Rockside Rd.
Cleveland, OH 44125

Complimentary valet parking available at LockKeepers

CLICK HERE TO REGISTER