April 16, 2019: Chapter Meeting
Keynote Presentation
Keynote Speaker: Jim Tressel, President, Youngstown State University
Macte Virtute
FEI is pleased to host Jim Tressel, president of Youngstown State University for his presentation on leadership and excellence.
Jim Tressel became the ninth president of Youngstown State University on July 1, 2014. Since then, the university has made remarkable strides: enrollment and student retention continue to rise; freshmen classes are more academically-accomplished; graduation numbers are at an all-time high; grants, scholarship endowments and donations are soaring; campus housing has increased; and streets on and around campus have undergone significant upgrades.
A native of Northeast Ohio, Tressel earned a bachelor’s degree in Education from Baldwin-Wallace College and a master’s degree in Education from the University of Akron. He was head football coach at YSU for 15 years, winning four national championships. He also was head football coach at Ohio State for 10 years, winning seven Big Ten titles, earning ten bowl appearances and winning the 2002 National Championship. After leaving Ohio State, Tressel served as executive vice president for Student Success at the University of Akron, and then returned to YSU in 2014 as president.
President Tressel can be followed on twitter, @JimTressel5
Professional Development Session
Presented by BNY Mellon
Speaker: James S. Aussem, Attorney at Law, Cavitch Familo & Durkin Co., LPA
Topic: Methods to Fund Buy-Sell Agreements
Mr. Aussem will discuss the uses of buy-sell agreements and the mechanisms for funding the actual purchase and sales event whether it be triggered by death, disability, departure or discord.
Event Details/Registration
Date: Tuesday, April 16, 2019
Student Award Night
Time:
- 4:00 p.m. – 5:00 p.m. Professional Development Session
- 5:00 p.m. – 6:00 p.m. Networking Reception/Academic Awards Ceremony
- 6:00 p.m. – 7:00 p.m. Keynote Presentation
Location:
The Union Club of Cleveland
1211 Euclid Ave
Cleveland, OH 44115
complimentary valet parking available at The Union Club. Access the garage off of E 12th.
March 7, 2019: Chapter Meeting
Keynote Presentation
Keynote Speaker: Mark E. Schweitzer, Senior Vice President, The Federal Reserve Bank of Cleveland
Mark Schweitzer is senior vice president at the Federal Reserve Bank of Cleveland. He is responsible for providing high-level oversight to the community development department and making economic presentations to the Bank and Branch boards of directors, business advisory councils, and internal and external groups. Dr. Schweitzer’s own research has focused on the macroeconomic impact of labor market developments and the identification of factors contributing to regional economic growth.
Dr. Schweitzer joined the Bank in 1992 as an economist. From 2000 to 2002, he took leave to serve as a senior economist at the Bank of England. After returning to the Federal Reserve Bank of Cleveland, he was promoted to assistant vice president and director of the Regional Economic Issues Program in 2004. He left Cleveland in 2007 to serve as vice president and branch executive of the Federal Reserve Bank of Kansas City’s Denver Branch. In 2008, he returned to the Cleveland Reserve Bank to serve as its research director. From 2015 to 2017, he oversaw the external outreach and regional analytics unit.
An economics graduate of the University of Chicago, Dr. Schweitzer holds both an MA and a PhD in economics from the University of California at Los Angeles. A native of Seattle, Washington, Dr. Schweitzer lives in Shaker Heights, Ohio. He is married and has two daughters and a son.
Professional Development Session
Presented by Protiviti
Event Details/Registration
Date: Thursday, March 7, 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 Presentation
Location:
The Federal Reserve Bank of Cleveland
1455 E. 6th St.
Cleveland, OH 44114
CLICK HERE TO REGISTER – Advanced registration is required for this event.
February 12, 2019: Chapter Meeting
Keynote Presentation
Keynote Speaker: Bernie Moreno, President, Bernie Moreno Companies
Bernie Moreno’s meteoric rise to one of Greater Cleveland’s most successful and admired business leaders began in 2005 with his purchase of a small, underperforming Mercedes-Benz dealership on the city’s west side. In just one year, the reborn North Olmsted dealership earned the prestigious “Best of the Best” award from MercedesBenz. It would go on to win the award for 10 consecutive years, an accomplishment no other dealer has achieved.
Over the next decade, the Bernie Moreno Companies became one of the fastest growing and most celebrated auto-dealership organizations in the country. The company, which now operates a thriving collection of luxury dealerships across several states, has been honored for its growth, client service, and community involvement. In 2015, Bernie Moreno Companies made its first non-automotive acquisition: Hotcards.com, Cleveland’s leading online printing and marketing company.
Moreno attributes the success of his business to a deeply held belief that shopping for, purchasing and owning a vehicle should be a positive experience with unparalleled service.
Moreno has been named Distinguished Business Executive of the Year by Sales and Marketing Executives of Cleveland, Hispanic Dealer of the Year at the Detroit International Auto Show and Midwest Region Entrepreneur of the Year by Ernst & Young. He was one of only 50 dealers in North America to be named Time Magazine/Ally Financial Dealer of the Year. He was also recognized as the Northeast Ohio Hispanic Entrepreneur of the Year. He is an engaging and sought-after speaker on a number of topics, including improving corporate culture and client satisfaction.
In addition to his business success, Moreno has been widely recognized for his public service and for his commitment to improving the social and economic well-being of the communities where his dealerships operate. He serves in leadership capacities at Cleveland State University, where he is board chair and founder of the Bernie Moreno Center for Sales Excellence, and at the Cuyahoga Community College Foundation, where he is board vice-chair. He also serves on the boards of Cleveland Foundation, the Greater Cleveland Partnership, Destination Cleveland, the Young Presidents Organization and the Fifty Club of Cleveland.
Moreno was born in Bogota, Colombia, moved to the United States at the age of 5 and became a United States citizen at age 18. After graduating from the University of Michigan with a bachelor’s degree in business administration, he began his career in the automotive industry with the Saturn Corporation.
When the workday is over, Moreno returns to his home in Westlake, Ohio, where he cherishes time with his wife and four children.
Professional Development Session
Presented by SunTrust
Topic: “M&A Market Update”
Speaker: George Calfo, Managing Director, SunTrust
This presentation will cover SunTrust Robinson Humphrey’s view of the current state of the market and the forces driving this environment.
We will share what Buyers and Sellers are saying, from our client interactions as well as research conducted by the National Center for the Middle Market (a research organization affiliated with The Ohio State University).
Finally we will discuss what it means to be “deal ready” and the steps to consider.
Event Details/Registration
Date: Tuesday, February 12, 2019
This meeting is a joint meeting with ACG Cleveland
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 Presentation
Location:
The Union Club of Cleveland
1211 Euclid Ave
Cleveland, OH 44115
complimentary valet parking available at The Union Club. Access the garage off of E 12th.
January 15, 2019: Professional Development Breakfast Meeting
Professional Development Session
Presented by Willis Towers Watson
TOPIC: Enhancing the AR Asset with Trade Credit Insurance
An introductory level explanation of the trade credit insurance policy, types of structures and case studies which highlight the financial and risk mitigation benefits of enhancing the accounts receivable asset with trade credit insurance.
SPEAKERS:
Scott Pales, Sr. Vice President, Financial Solutions Group
Scott is a Senior Vice President of Willis Towers Watson (WTW) Financial Solutions Group, located in Chicago, where he specializes in providing trade credit and political risk insurance expertise to large and middle sized corporations across the globe.
With 30 years of insurance experience, consisting of 22 years as a trade credit insurance underwriter and broker, Scott specializes in providing critical analytical and consulting services to WTW clients and prospects seeking to mitigate financial and political risk within their credit and asset portfolios.
Haydn Morris, Associate Director, Financial Solutions Group
Haydn is an Associate Director at Willis Towers Watson (WTW) Financial Solutions Group, located in Hunt Valley, MD, where he specializes in providing trade credit and political risk insurance expertise to corporations across the globe. With fourteen years of insurance experience, including twelve years as a trade credit insurance underwriter, Haydn specializes in providing critical analytical and consulting services to WTW clients and prospects seeking to mitigate financial and political risk within their credit and asset portfolios.
Event Details/Registration
Date: Tuesday, January 15, 2019
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:
Embassy Suites
5800 Rockside Woods Blvd
Independence, OH 44131