September Chapter Meeting: Thursday, September 23, 2021 at The Rock & Roll Hall of Fame



Join us as we once again kick-off our program year with a special evening at the Rock & Roll Hall of Fame. This well attended event includes time for our members to tour the museum and to network with fellow Financial Executives. We look forward to seeing you there!


Rock and Roll Hall of Fame
1100 Rock and Roll Blvd
Cleveland, OH 44114

Complimentary parking is available at the Science Center Parking Garage 


4:00 – 5:30 p.m.  TOUR THE MUSEUM

You are welcome to arrive early to tour the museum. Please check-in at the FEI registration table in the main lobby to pick up a wristband.

 presented by:               

Topic: M&A and Insurance Market Update
Presenters:  Nick Hylant, CLCS, Hylant & TJ Noonan, Managing Director Mergers and Acquisitions, Transactional Solutions (MATS), Hylant

6:30 – 7:30 p.m. – KEYNOTE ADDRESS
Nwaka Onwusa, Vice President and Chief Curator, The Rock & Roll Hall of Fame

“Nwaka is a dynamic curator with strong connections to contemporary artists, a deep knowledge of rock & roll, a keen interest in the power of museums and an understanding of the expansive reach of digital engagement. I’m honored to name her to this post and welcome her diverse voice to our leadership team,” said Greg Harris, CEO of Rock & Roll Hall of Fame.

Prior to joining the Rock Hall in 2019, Nwaka spent a decade researching, developing and curating more than twenty impactful exhibits for The GRAMMY Museum at L.A. LIVE, as well as satellite and traveling exhibits. She specializes in creating experiences that are informative and immersive, and that celebrate the diversity of musical expression.


Join us after the program for drinks, Rock Star eats and networking. You are welcome to tour the museum during this time as well.

Pre-registration is requested

No charge for FEI Members
No charge for Strategic Partners
No charge for OSCPA Members


The Rock Hall requires face masks for all staff and visitors effective 8/17. Complimentary masks will be available. Click here for their policy. The health and safety of event attendees is our priority. Any local or venue COVID-related protocols in place at the time of the event will be enforced. Your flexibility with regard to this evolving health crisis is appreciated.

FEI Northeast Ohio Chapter
1120 Chester Ave, Suite 470
Cleveland, OH 44114
Nikki Anderson, Chapter Administrator

Thursday, July 1, 2021 – Summer Social at Music Box Supper Club

Event Details/Registration

Enjoy a casual evening at the Music Box Supper Club on Thursday, July 1, 2021. Join fellow FEI NEO members and Strategic Partners for cocktails, food and networking from 5:00pm – 7:00pm.

We have access to a limited number of complimentary tickets available for the Madeline Finn and Friends show starting at 7:30 pm in the Supper Club. If you are interested in attending the show, please email our administrator –

Madeline Finn touches on a wide range of sonic directions in her solo work: sparse folk, meditative piano ballads, twangy rock, and string-laced indie. Luckily, the Cleveland-raised singer-songwriter is also the rare vocal talent with the range to handle just about any music she wants to write. She’ll howl and whisper, rage and mourn, croon and conspire—always with breathtaking precision and heart-piercing sincerity. A Top 70 American Idol finalist in 2018, Finn has also fronted two bands (the pop-punk-leaning band Envoi, Americana-tinged trio Whiskey Hollow) and toured throughout New England, the Pacific Northwest, and her adopted hometown of Nashville.


Thursday, July 1, 2021


5:00pm – 7:00pm Cocktails/Food/Networking


Music Box Supper Club
1148 Main Ave, West Bank of the Flats
Cleveland, OH 44113


FEI Members                                      Free
Guests of Members                           $35/pp

Strategic Partners                               Free
Guests of Strategic Partners            $35/pp


Tuesday, June 15, 2021 – Summer Social at TOPGOLF Cleveland

Event Details/Registration

Join us Tuesday, June 15, 2021  for a casual evening of food, drinks, networking and golf at TOPGOLF Cleveland. There’s no pressure to have a good golf swing or score a lot of points. It’s all about everyone having fun! Guests are welcome!


DATE: Tuesday, June 15, 2021


  • 5:00pm – 7:30pm
  • 5:00pm – Cocktails/Networking
  • 5:30pm-7:30pm – Food Station/Golf/Networking


5820 Rockside Woods Blvd N.
Independence, OH 44131


FEI Members                                      Free
Guests of Members                           $50/pp

Strategic Partners                               Free
Guests of Strategic Partners            $50/pp


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