December 10, 2019 – December Chapter Meeting

Keynote Presentation

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Keynote Speaker:  Steven C. Glass, CFO & Treasurer, Cleveland Clinic

 

Mr. Glass is the Chief Financial Officer of the Cleveland Clinic Health System.  He joined the Cleveland Clinic in 2002 and is responsible for all financial operations and is a key member of the Executive Team which oversees the Strategic Direction and Operations of fifteen owned hospitals, over 65,000 caregivers, and approximately 4,000 employed physicians.  The Clinic has operations in Ohio, Florida, Nevada, Canada, and the United Arab Emirates.  As well as numerous Clinical affilations with independent Hospitals across the United States.

Prior to joining the Cleveland Clinic, Mr. Glass was the Vice President of Finance for MedStar Health, in the mid-Atlantic region.

Mr. Glass received a Bachelor of Science degree in Accounting from Towson University and is a Certified Public Accountant. He is a member of the American Institute of Certified Accountants, Ohio Society of Certified Public Accountants, Healthcare Financial Management Association, and a Board Member of the Ohio Hospital Association.

 

Professional Development Session

Presented by Chatham Financial

Topic: Marketing Update and Hedging Strategies in the Current Environment

Between the Federal Reserve’s policy actions and global macroeconomic forces, interest rates have been volatile in 2019:  this presentation will look ahead to 2020 and highlight how corporations are hedging interest rate risk.

Speaker:  Kevin Jones, Director, Corporate Hedging at Chatham Financial

Kevin works on the Complex Advisory team within the Corporates group. Prior to joining Chatham, Kevin spent seven years working for the Federal Reserve Bank of New York, where he provided analysis on foreign central bank FX reserve activity. He earned his Bachelor’s degree in international business from James Madison University and earned in Master’s degree in Economics from Virginia Commonwealth University.

Event Details/Registration

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Date: Tuesday, December 10, 2019

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.

November 12, 2019 – November Chapter Meeting

Keynote Presentation

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Keynote Speaker:  Jorge Solorio, Industrial Americas Business Manager
The Lubrizol Corporation 

Top 2020 Artificial Intelligence trends that will transform how you measure ROI.  

Have you noticed how traditional financial measuring models like ROI many times hinders the management & demoralize the commercial team efforts? Learn how you, as a CFO leader can use AI and ROI best practice to improve performance and get commercial alignment.

Inside the enterprise, driving change isn’t easy. A true digital transformation requires a champion—one person who believes in the power of staying abreast new developments and is willing to take a risk on a new direction and methodology. Jorge is an enterprise change agent at Lubrizol. He was the digital architect that helped implement inbound marketing, digital advertising, Artificial Intelligence (AI) and prove Marketing ROI to leadership. The phrase ROI is such a financial phrase and concept, but in marketing & business development, it’s not always a perfect science. So, having a data-driven place to report on overall trends and sales is key.

Professional Development Session

Presented by Cavitch Familo & Durkin

Topic:  Planning the Disposition and Management of Closely-held Businesses

Speaker: James Aussem, Attorney & Partner, Cavitch Familo & Durkin

The issues arising from the need to retain key employee/managers in closely-held often family owned, businesses is analyzed from both the owner’s perspective as well as the key manager/employee’s vantage point. The program has an emphasis on practical solutions including equity participation by key employees and phantom/golden handcuff arrangements. The issues related to passing on the family enterprise or selling it are discussed including how a sale or transfer to the next generation impacts the successful operation of the enterprise and the motivation of the key contributors.

Event Details/Registration

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Date: Tuesday, November 12, 2019

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

 

October 15, 2019 – October Chapter Meeting

Keynote Presentation

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Keynote Speaker:  Dan Ruminski,  President, Martison – Nicholls, Inc. and Cleveland History Storyteller

Cleveland’s Great Millionaire’s Row

Dan Ruminski is a lifelong resident of the Cleveland area. He is a graduate of Orange High School as well as John Carroll University receiving a B.A. Degree in Political Science with a minor in Philosophy. After graduating college, Dan served in the Vietnam War. Upon his return from the War, Dan began a teaching and coaching career at Gilmore Academy. He left teaching to purchase his company Martinson-Nicholls, Inc.  As President of Martinson-Nicholls, Inc., for the last 25 years, Dan has taken the company from a small local player to a much larger  international force in the area of floor matting and pressure sensitive anti-slip tapes.  Working niche markets and inventing solutions for customer problems has caused sales to grow over 500% in 25 years.

The Cleveland Storyteller began in April of 2008 at Gates Mills Library. Forty people were expected and over 100 attended. Motivated by his passion and the response he is experiencing to his talks, Dan continues to research Cleveland history, specifically the families of Millionaire’s Row and their contribution to Cleveland’s greatness during the years 1875-1929. Join us on October 15 to hear a marvelous story about the “Row” and the day-to-day lifestyles, fortunes and tragedies of its families.

Professional Development Session

Presented by SunTrust Bank

Topic: Reducing Employees’ Financial Stress to Enhance Culture and Performance

Roughly half or Americans live paycheck to paycheck, and 8 out of 10 identify money as a significant source of stress in their lives. We will explore the role companies can play in reducing employees’ financial stress and the positive benefit this can have on company culture and performance.

Speaker:  Drew Egan, Senior Vice President, SunTrust Bank

Event Details/Registration

 

Date: Tuesday, October  15, 2019

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.

REGISTRATION FOR THIS EVENT IS NOW CLOSED

 

September 25, 2019 – September Chapter Meeting at the Rock & Roll Hall of Fame

Keynote Presentation

Keynote Speaker:  Tim Offtermatt, VP of Finance, Rock and Roll Hall of Fame

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Tim Offtermatt, the Vice President of Finance of the Rock and Roll Hall of Fame, will discuss his background in investment banking and involvement with a number of local high profile projects, including First Energy Stadium, Progressive Field, Quicken Loans Arena, Huntington Convention Center of Cleveland and the Hilton Cleveland Downtown and how and why he chose to join the Rock Hall leadership team. Tim will provide an overview of the financials of the Rock Hall currently (their sources of funding and how it is spent) and how this will change with the $30 to $35 million expansion approved by Cleveland City Council in April.

Mr. Offtermatt will provide some details of the initial plans for this expansion, which involves the Rock Hall using the acreage that sits between its building and the Great Lakes Science Center – two of the finest selling points Cleveland has – to increase its exhibition and display and entertainment space by 50,000 square feet. The expansion will also add more room for the organization’s education programs and provide more than a physical connection to the Science Center (programming involving the science behind the music). The Rock Hall’s budget for education programs for 2019 is 55 percent greater than it was in 2018. He’ll discuss what they had to do to secure land, the fundraising campaign and the timeline and estimated costs for this project, as well as its expected economic benefit to Northeast Ohio. Cleveland’s Planning Director Freddy Collier has praised the Rock Hall for enabling an expansion that would preserve public space around the harbor.

Professional Development Session

Presented by Protivi

Topic: Capital Project Risk Management

Capital projects of any size present significant challenges and risks to today’s organizations.  In this session, key components of the project lifecycle and emerging project delivery risks are discussed, what they mean to the delivery of capital projects is analyzed, and steps that can be taken within any organization to mitigate these risks are reviewed.  The discussion focuses on both strategic and operational risk mitigation practices.

Speaker: John Critelli, Managing Director, Protiviti

Jon Critelli is a Managing Director at Protiviti and leads Protiviti’s Capital Projects and Contracts practice. Jon is a certified Project Management Professional (PMP), Certified Internal Auditor (CIA), Certified Construction Auditor (CCA), and Construction Controls Professional (CCP) and provides capital projects controls reviews and risk assessments, capital project process reengineering, and contract review services.

Event Details/Registration

Date: Wednesday, September 25, 2019

Time:

  • 4:00 p.m. – 5:30 p.m. Guests are welcome to arrive early to tour the museum. Check-in at the FEI registration table in the main lobby to pick up a wristband.
  • 5:30 p.m. – 6:30 p.m. Professional Development Session
  • 6:30 p.m. – 7:30 p.m. Keynote Presentation
  • 7:30 p.m. – 8:30 p.m. Networking Reception

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Location:

Rock & Roll Hall of Fame
1100 E 9th St
Cleveland, OH 44114

Complimentary parking is available at the Science Center parking garage.

CLICK HERE TO REGISTER

August 27, 2019 – Professional Development Breakfast Session presented by KPMG

Professional Development Session
Presented by KPMG

Topic:  “Treasury – Meeting Today’s Demands and Evolving for the Future”

A corporate treasury group’s primary focus is managing a firm’s liquidity and mitigating operational and financial risk.  Those responsibilities don’t stop at the day-to-day and Treasury should be a key participant during significant transactions.  In many transactions, Treasury is often overlooked during the due diligence process, yet in almost all transactions it is one of the first corporate functions to be stood-up.  In this session we will look at the risk and considerations of Treasury starting with the due diligence process through successful integration and separation activities.   In addition, we will explore various treasury models and consider how emerging technologies, including the current intelligent automation landscape, can help enhance your finance operations.

Speaker: Andrew Hay, Director,  Risk Advisory at KPMG

Andrew Hay is a Director in KPMG’s M&A Advisory Services group with over 30 years of experience.  He works with Treasury operations providing value to achieving strategic business goals of multinational publicly-held companies and midsized privately-held companies.

Time:

7:30 a.m.- 8:00 a.m.   Breakfast and Networking
8:00 a.m. – 9:00 a.m.  Professional Development Session/ Q&A
9:00am – Adjourn

Location:

LockKeepers
8001 Rockside Rd.
Independence, OH 44125

Pre-registration is requested

No Charge for FEI Members
No Charge for Strategic Partners
$50/per person for non-members

 

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