October 18, 2018: Chapter Meeting

Keynote Presentation

Keynote Speaker:  Art Falco, President, Playhouse Square

ART J. FALCO is President and CEO of Playhouse Square and Playhouse Square Real Estate Services in Cleveland, Ohio.

Playhouse Square is the largest performing arts center outside New York City, the largest theater restoration project in the world, and one of the only centers to present Broadway touring productions for three weeks or longer. Annual attendance is more than

one million guests at more than 1,000 curtains with Playhouse Square acting as the major producer and presenter of theatrical entertainment in its 11 performance spaces.

Playhouse Square Real Estate Services was founded in 1999 to manage and develop Playhouse Square’s mix of historic and commercial real estate properties. It manages more than two million square feet of office and retail space in the region.

Art Falco holds a Bachelor of Science Degree in Accounting and is a Certified Public Accountant. He is a member of the Broadway League, a Tony voter and a trustee of Downtown Cleveland Alliance and Destination Cleveland. Mr. Falco is also treasurer of the Playhouse Square District Development Corporation, the first special improvement district in the City of Cleveland.

Professional Development Session

Presented by PwC

Topic: “How to attract and maintain talent in a multigenerational workforce ”

Presenters:

Matt Kapszukiewicz, Midwest Market People Leader, PwC
Mark Ross, Office Managing Partner, PwC

Event Details/Registration

Date: Tuesday, October 16, 2018

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.

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September 12, 2019: Chapter Meeting at Rock & Roll Hall of Fame

Keynote Presentation

Keynote Speaker:  John Goehrke, Director of Visitor Engagement, Rock and Roll Hall of Fame

Professional Development Session

Presented by Cavitch Familo & Durkin

Topic: “Buying and Selling Closely-Held Businesses”

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

The baby-boomer generation is coming of age and realizing liquidity events transforming their businesses into vestibule assets from the sale of their enterprises.  We explore the basic structures used by buyers and sellers in putting a deal together.  The seminar also explains the steps a seller should take to maximize value and the due diligence a buyer needs to achieve a successful acquisition.

Event Details/Registration

Date: Wednesday, September 12, 2018

Time:

  • 4:00 p.m. – Museum Tour
  • 5:30 p.m. – Professional Development Session
  • 6:30 p.m. – Keynote Presentation
  • 7:30 p.m. – Networking Reception

Location: Rock and Roll Hall of Fame (complimentary parking available in the Science Center parking garage)

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August 7, 2018: Professional Development Breakfast Meeting

Professional Development Session

Presented by Robert Half Management Resources

“The Finance Labor Model in the Digital Age”

Presented by:
Tom Hird, Executive Director, Robert Half Management Resources
Jay Thompson, Managing Director, Protiviti

Future CFOs will be significantly different from the past, as will the staffing needs and demands they face.  The future labor model will include multiple sources for skills and experience.  How will factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce?  How will they impact business models and labor pools?  How might they impact your company?  This presentation will answer these questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

Event Details/Registration

Date: Tuesday, August 7, 2018

Time:

  • 7:30 a.m.- 7:50 a.m.   Breakfast and Networking
  • 7:50 a.m. – 9:00 a.m.  Professional Development Session/ Q&A
  • 9:00am – Adjourn

Location:

Embassy Suites
5800 Rockside Woods Blvd, N
Independence, OH 44131

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June 21, 2018: Professional Development Breakfast Meeting

Professional Development Session

Presented by Fifth Third Private Bank

“Managing Volatility in a Rising Rate Environment”

Presented by: Robert Tull, Managing Director & Global Head Financial Risk Solutions – Capital Markets

After 10 years of little movement in the interest rate market, global rates have begun to shift.  The shift has many implications, across asset classes, and the shift is atypical of historic movements.  Mr. Tull will look at certain underlying themes driving the interest rate environment, highlight certain global risks, and discuss how might these risks impact a company and steps one can take to mitigate going forward.

Mr. Tull is the Managing Director & Global Head of the Financial Risk Solutions Group for Fifth Third Bank. He is responsible for the trading and delivery of risk management products to the corporate and institutional client bases throughout North America, Europe and Asia.  He and his teams are responsible for evaluating the financial impact of interest rates, foreign currency, commodity and equity movements on businesses and for developing strategies to mitigate and monetize the associated risks.

Additionally, Mr. Tull and his teams advise clients on economic and political developments and the impact those developments may have on a company’s domestic and international operations.

Mr. Tull joined the bank in 2000 and has been a contributor to the Dow Jones News Service, Bloomberg, MSNBC, Spark Spread, and other financial periodicals. Further, he presents at various professional forums including NAPE, COGA, AFP and P&L Seminars on risk management issues and solution sets.  Mr. Tull is also a member of the Bank for International Settlements (BIS) Market Participant Group, an appointed position.

Mr. Tull has over 25 years of capital markets experience in developing comprehensive risk management solutions.

Event Details/Registration

Date: Thursday, June 21, 2018

Time:

  • 7:30am-8:00am – Breakfast and Networking
  • 8:00am – Professional Development Session
  • 9:00am – Adjourn

Location: The Foundry
1831 Columbus Rd.
Cleveland, OH 44113

Learn more about The Foundry by Clicking Here

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