FEI NEO April Chapter Meeting – Tuesday, April 13, 2021

Keynote Presentation

KEYNOTE SPEAKER: Harlan M. Sands, President, Cleveland State University

​​​​​​​​​​​​​​MBWA – Management by Walking Around – is something Harlan Sands learned in the military, and it is a practice he has carried into his career in higher education. Whether he is walking and talking with students on campus, visiting staff in their offices, or more recently, “zooming” into remote classrooms, his high-energy, hands-on approach demonstrates his passion and commitment to the Cleveland State University (CSU) community.

As president of CSU, Cleveland’s only public research university, since 2018, Sands has accelerated the University’s upward trajectory as a Carnegie high research institution nationally recognized for quality, access, affordability, and social mobility. Additionally, the Brookings Institution ranked CSU 18th in the nation among public universities that provide social mobility for their students and conduct vital research that benefits society. Since joining CSU, overall enrollment and progression rates are stronger than ever, boasting the largest fall freshman class in history in 2019, an increase in graduate enrollments in 2020, and increases in retention and graduation rates across the board for all student groups.

Under Sands’ leadership, CSU has significantly strengthened its financial statement and balance sheet, invested in student coaching and direct financial support, and implemented new international and regional recruitment and marketing strategies. In addition, CSU has established three new local enrollment partnership pipelines with Cuyahoga Community College, Lorain County Community College, and Lakeland Community College, established a ground-breaking Living-Learning Community for Cleveland Metropolitan School District students through a partnership with Parker-Hannifin, and secured additional multi-million dollar gifts from several major contributors, setting new records in both giving and donor participation.

Throughout his academic career, all at urban-serving universities, Sands has always focused on meeting the unique needs of his students. Earning two of his degrees part-time at night for six years while serving full-time on active duty in the U.S. Navy, he understands the challenges faced by many non-traditional students, and is fully invested in CSU’s Engaged Learning approach that transforms lives, connects students to career opportunities, and contributes to the growth and vibrancy of the community.

Professional Development Session

Presented by:


Hidden in Plain- but Remote- Sight: The latest fraud schemes and cyber threats facing your business


Information Security and Fraud Awareness are even more important now than ever.  With remote workforces now commonplace, fraudsters and hackers are working twice as hard to exploit the fact that you might not be working within your corporate policies and office controls.

Join us as Sikich cybersecurity and fraud experts provide an update on:

  •   Statistics and profile of a fraudster
  •   Emerging fraud schemes and cyber threats
  •   Keys to prevention for the next generation of fraud and information security threats.


Mary O’Connor, ASA, CRE, CMI, CFE
Partner, Forensic and Valuation Services

Brad Lutgen
Technology Partner, Security and Compliance

Event Details/Registration

Date: Tuesday, April 13, 2021
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Networking Reception/Academic Student Awards
6:00 p.m. – 7:00 p.m. Keynote Address


Join us in-person
The Union Club of Cleveland*
1211 Euclid Ave
Cleveland, OH 44115




FEI NEO is committed to the health and safety of our members, partners,  and guests. Registrants may choose to attend this event in-person or to participate virtually.  For those who attend in person, we have developed guidelines and best practices which will be in accordance with guidelines set forth by the state of Ohio and those set forth by the venue. All guidelines will be communicated to attendees prior to the meeting.

FEI NEO March Chapter Meeting – Tuesday, March 9, 2021

Keynote Presentation

KEYNOTE SPEAKER: Mark E. Schweitzer, Senior Vice President, The Federal Reserve Bank of Cleveland

TOPIC:  Summary of The Small Business Credit Survey 

The Small Business Credit Survey (SBCS), a collaboration of all 12 Federal Reserve Banks, provides timely information about small business conditions to policymakers, service providers, and lenders. In 2020, the survey reached more than 15,000 small businesses, gathering insights about the COVID-19 pandemic’s impact on small businesses, as well as business performance and credit conditions.


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.

Professional Development Session

Sponsored by Plante Moran

Plante Moran

TOPIC: Quote to win: Four factors for increasing your win rate on profitable work

PRESENTER:  Jon Wood, Principal, Management Consulting at Plante Moran

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, March 9, 2021
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


Virtual Meeting




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.

Jessica Kerrigan – Hylant, Client Executive and Member of the MA&TS Practice
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
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



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
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




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