January 18, 2018: Professional Development Breakfast Meeting

 

Professional Development Session

Presented by KPMG

“Finance of the Future”

Dennis Barberic Jr., Director Management Consulting, KPMG

Today’s finance function is being disrupted through internal and external factors resulting in the need for the modern CFO to reset focus with a new finance agenda.  The Finance of the Future looks at disruption factors and discusses a go-forward agenda to meet market place demands while mitigating organizational risk.

Event Details/Registration

Date: Thursday, January 18, 2017

Time:

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

Location: Embassy Suites by Hilton
5800 Rockside Woods Blvd
Independence, OH

REGISTER NOW

 

December 19, 2017: Chapter Meeting

November 21, 2017: Chapter Meeting

Keynote Presentation

Keynote Speaker: Dr. Joel Elvery, Economist, Federal Reserve Bank

Joel Elvery is an economist in the External Outreach and Regional Analytics Department at the Federal Reserve Bank of Cleveland. Dr. Elvery’s primary fields of interest are labor, public, and urban economics. He also specializes in applied econometrics, which involves studying economic models and using statistical trials to calculate future trends. His current work focuses on the regional economy in the Fourth Federal Reserve District, which includes Ohio, western Pennsylvania, eastern Kentucky, and the northern panhandle of West Virginia.

Prior to joining the Bank in 2013, Dr. Elvery was an assistant professor in the Maxine Goodman Levin College of Urban Affairs at Cleveland State University. Before that, he held the position of research economist at the Bureau of Labor Statistics in Washington, DC. He also worked as a social science analyst at the US Census Bureau’s Center for Economic Studies.

Dr. Elvery holds a bachelor’s degree in economics from the University of Illinois at Chicago. He earned his MA and PhD in economics from the University of Maryland.

Professional Development Session

Presented by Tristate Capital

“Managing Short term Liquidity a Rising Rate Environment.”

Victor Capozzolo, Senior Vice President/Treasury and Liquidity Solutions Manager with TriState Capital Bank.

Victor’s presentation will review the impact of regulatory reform on short term liquidity, cash management considerations and prompt ideas for investment policy review.

Event Details/Registration

Date: Tuesday, November 21 2017

Time:

  • 4:00pm – Professional Development Session
  • 5:00pm – Networking Reception
  • 6:00pm – Keynote Address

Location: The Union Club of Cleveland 

(complimentary valet parking available at the Union Club)

Register Now!

October 17, 2017: Chapter Meeting