FEI NEO Joint Meeting with ACG Cleveland – Thursday, February 11, 2021

Panel Discussion

Topic: “Art of the Deal: M&A Post COVID”

The keynote address will be in the form of a panel discussion. The following are scheduled to appear to share their thoughts on M&A demand and projections for 2021.

Program Moderator:

Tom Zucker, President and Founder of EdgePoint Capital 

Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’sfounding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.

Panel Members:

Jim Marra, Director of Business Development at Blue Point Capital Partners  

Jim has been with Blue Point since 1991. Before joining the group, Jim held various positions with Citicorp in the Leveraged Capital, Investment Banking and Venture Capital Groups.

Robert A. Ross, Chair Global Transaction Group; Vice Chair, Private Equity Group at Benesch

Robert A. Ross is the Chair of Benesch’s Global Transaction Group and Vice Chair of Benesch’s Private Equity Group. He provides counsel to public and private companies involved in complex acquisitions, mergers and divestitures throughout the United States and worldwide.

Professional Development Session

Presented by Hylant

Topic: The Art of the Deal – Post COVID

A case study panel discussion. Kip Irle will outline an actual case involving the sale and purchase of a company that occurred during the pandemic. The audience will have the opportunity to hear different approaches to the transaction valuation, including data analytics, actuarial, due diligence and other valuation techniques. In addition, each panelist will offer their expertise when it comes to the concepts of valuing companies.

Moderator
Jessica Kerrigan – Hylant, Client Executive and Member of the MA&TS Practice
Panelists
Kip Irle – Hylant, SVP – Transactional Risk
Mindy Marsden – Bober Markey Fedorovich – Senior Manager | Transaction Services
Matthew Melago – Edgepoint, Vice President

CPE Credits Earned: 1 hour

 

 

 

FEI NEO January Chapter Meeting featuring a CFO Panel Discussion on Finance Digital Transformation- Thursday, January 14, 2021

CFO Panel Discussion

Topic:  Finance Digital Transformation (Artificial Intelligence (AI) and Robotic Process Automation (RPA) in Finance).

The keynote address will be in the form of a panel discussion. The following are scheduled to appear to share their thoughts and experiences with digital transformation:

Special Welcome Message from Lt. Governor Jon Husted: As founder and first Director of InnovateOhio, Jon has a strong focus on technology and innovation that transforms services and saves money for businesses and taxpayers of the State of Ohio.

Panel Members:

Erik Asgeirsson, President and CEO of CPA.com: Erik has led CPA.com, a subsidiary of the AICPA, for 15 years. He is viewed as a leading change agent for technology adoption across the accounting spectrum. For the past decade, his focus has been on cloud computing solutions and more recently on artificial intelligence.

Jeff Bissell, Corporate Treasurer (previously CFO) at NMG Aerospace: NMG Aerospace (“NMG”) is a $110 million annual revenue, family-owned aerospace manufacturing company, headquartered in Stow, Ohio. Jeff has always been on the leading edge of technology and implemented an A/P system through NMG’s ERP system that automates the scanning and matching of supplier invoices.

Naveed Iqbal, PhD, CEO and Founder of Dolr: Naveed founded Dolr, A FinTech student loan repayment platform that is using AI in its business model and strategies. As well as being an executive/owner, he is also a mathematician, data scientist and has a breadth of experience with evaluating strategy and the implications of incorporating AI into a business model.

Program Moderator: Robert Shenton, Partner, Plante Moran

An invitation has been extended to the Members of Ohio Society of CPAs to join us at our January meeting.

Professional Development Session

Presented by CBIZ Retirement Plan Services

Topic: The State of the Global Economy and the Investing Environment
Presenter: Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services

Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services will share the current state of the global economy amidst the coronavirus pandemic, as well as the market impact, risks, and opportunities

CPE Credit Earned: 1hr

Event Details/Registration

Date: Thursday, January 14, 2021
Time:
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Virtual Networking Reception
6:00 p.m. – 7:00 p.m. Welcome and opening remarks from Lt. Governor Jon Husted followed by CFO Panel Discussion

Location:
LIVE ON ZOOM.

CLICK HERE TO REGISTER

Please Note: There is no cost for this event, however, advanced registration is required.  A confirmation email and registration link will be sent to you directly from Zoom.
This link should not be shared with others; it is unique to you.

12/10/20 VIRTUAL December Chapter Meeting

Keynote Speaker

Jeffrey Kadlic, Founding Partner, Evolution Capital Partners

Jeffrey Kadlic is a Founding Partner of Evolution Capital Partners, a nationally recognized and award-winning private equity firm dedicated to driving small business transformational success. His passion is simple; arm and inspire entrepreneurs today with the operational leadership, capital management, and success drivers that competitive markets demand. He is a creator of Evolution’s Five Fundamentals; the systematic organizational change agent that transforms the challenges small businesses face into sustainable and profitable growth.

Prior to forming Evolution Capital Partners, Jeff executed complex investments within large institutional settings for over 10 years. Jeff was a principal within the Brantley Partners organization dedicated to investing mezzanine and private equity securities in lower middle-market companies nationwide. Jeff was a Senior Associate for Prudential Capital Group; managing an investment portfolio exceeding $1 billion. Jeff launched his career in commercial lending at LaSalle National Bank. Collectively, this laid the foundational experiences and market knowledge required to be successful across the competitive investment landscape of today. Jeff earned his Bachelor of Science degree in Finance from Miami University (Ohio) and a Master of Management Studies degree from the Kellogg Graduate School of Management at Northwestern University.

Evolution Capital Partners was the recipient of the 2014 Association for Corporate Growth (ACG) Deal Makers Award. Ernst & Young recognized Jeff as a 2013 Entrepreneur of the Year finalist. Evolution Capital Partners was the 2013 recipient of Inc. Magazine 500 Award, featuring it as one of the fastest growing companies in the U.S. In 2009 Jeff was the recipient of Cleveland Crain’s Business 40 Under 40 as one of Ohio’s leading business professionals.

Jeff is a published writer and national speaker on the matters of micro markets, micro buyouts, entrepreneurial business strategy, and organizational transformation. He co-hosted a radio show “The Second Stage,” a program dedicated to best practices impacting the entrepreneurial community. He serves as the philanthropic board president for the Nature Center of Shaker Lakes and a dedicated chairman for the Miami University Cleveland Development Board. Jeff currently lives in Cleveland, Ohio with his wife and four children.

Professional Development Session

Presented by RSM US, LLP

Event Details/Registration

Date: Tuesday, November 10, 2020
Time:
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Virtual Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address
Location:

 

LIVE ON ZOOM.

CLICK HERE TO REGISTER

Registration is required. Chapter Administrator will email the Zoom link to all registrants prior to the meeting.

11/10/20 November VIRTUAL Chapter Meeting

PLEASE NOTE – Due to the high number of Covid 19 cases in Cuyahoga County, we have canceled the in-person option for November’s Chapter Meeting.  The meeting will be held virtually on Zoom. 

Keynote Speaker

Michael Goldberg. Associate Professor, Design & Innovation, Case Western Reserve University,  Weatherhead School of Management

Michael Goldberg is an experienced venture capitalist and entrepreneur whose teaching is focused on the fields of entrepreneurship and early stage finance. Goldberg is an Associate Professor of Design and Innovation at the Weatherhead School of Management, Case Western Reserve University. Goldberg is also the inaugural Executive Director of the Veale Institute for Entrepreneurship at Case Western Reserve University. With support from the Burton D. Morgan Foundation, Goldberg created a massive open online course (MOOC) called Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies, which has attracted over 175,000 students from 190 countries with subtitles in 16 languages (most on Coursera platform). Inc.com named Beyond Silicon Valley one of the top online classes that “will make you smarter and more interesting.” Beyond Silicon Valley was also named by the AACSB as one of its 25 winners of its Entrepreneurship Spotlight Challenge (2017) and Innovations That Inspire (2020). Goldberg spoke about the impact of his MOOC at TEDxHeraklion in Crete (February 2015) and TEDxFulbright in Santa Monica (September 2015). He is also the author of Beyond Silicon Valley: How One Online Course Helped Support Global Entrepreneurs.

Goldberg co-founded the Bridge Investment Fund, a venture capital fund focused on investing in Israeli medical device companies that have synergies with the leading health care industries and institutions in Cleveland.

Goldberg has deep experience teaching entrepreneurship in international markets. He was awarded Fulbright fellowships to teach entrepreneurship at the National Economics University in Hanoi, Vietnam (2012), the Polytechnic in Windhoek, Namibia (2015) and the Asociación Canaria de Startups, Empresas de Base Tecnológica e Inversores Ángeles (Emerge) in the Canary Islands, Spain (2018). Goldberg has also been a visiting professor teaching courses on entrepreneurial management and finance at Bilkent University in Ankara, Turkey and the ALBA Graduate School of Business in Athens, Greece. He has conducted seminars on behalf of the US Department of State on entrepreneurship in Argentina, Austria, Botswana, Cambodia, Chile, Czech Republic, France, Germany, Greece, Indonesia, Kosovo, Laos, Macedonia, Morocco, Myanmar, Namibia, the Netherlands, Philippines, Portugal, Russia, Slovenia, Spain, Switzerland, Tanzania, Tunisia, Vietnam, Zambia and Zimbabwe.

Goldberg is active in the entrepreneurship community in Cleveland, serving as a mentor to entrepreneurs through Jumpstart and Plug and Play. He has appeared as a frequent guest panelist on MSNBC’s “Your Business” and written on international entrepreneurship for Forbes, CNBC, Entrepreneur.com and The Huffington Post.

 

Professional Development Session

Presented by BMO Harris Bank

BMO Harris Bank

Topic: Economic outlook, impact and considerations for 2021

Michael Gregory, Deputy Chief Economist and Head of U.S. Economics will be discussing the latest economic updates and how you can manage the risks to your business.

About the Speaker: 

Michael Gregory, CFA, Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets

Michael Gregory is Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets. He manages the team responsible for forecasting and analyzing the North American economy and financial markets.

Michael began his career in economics with Royal Bank of Canada in Montreal in the mid-1980s, before moving to Toronto to work in RBC’s foreign exchange and money market research group. He eventually moved further along the yield curve and across the border, joining the fixed income strategy group at Lehman Brothers in New York City in the mid-1990s. Returning to Canada at the end of 2001, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on regulatory and industry restructuring issues, before shifting to BMO Capital Markets Economics in 2004. He moved to Chicago in late 2013, providing research support for the U.S. and Canadian fixed income business and working with the Global Fixed Income Strategy team, before returning to Toronto in 2016.

Event Details/Registration

Date: Tuesday, November 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:

LIVE ON ZOOM.

CLICK HERE TO REGISTER 

Registration is required. Chapter Administrator will email the Zoom link to all registrants prior to the meeting. 

 

 

 

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.