March 9, 2021: Chapter Meeting

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.

ABOUT OUR SPEAKER:

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
Time:
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

Location:

Virtual Meeting

CLICK HERE TO REGISTER

 

 

February 11, 2021: Chapter Meeting, hosted jointly with ACG Cleveland

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.

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

 

 

 

January 14, 2021: Chapter Meeting

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
Time:
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

Location:
LIVE ON ZOOM.

CLICK HERE TO REGISTER

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.

December 10, 2020: Chapter Meeting (VIRTUAL)

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
Time:
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
Location:

 

LIVE ON ZOOM.

CLICK HERE TO REGISTER

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

November 10, 2020: Chapter Meeting (VIRTUAL)

PLEASE NOTE – Due to the high number of Covid 19 cases in Cuyahoga County, we have canceled the in-person option for November’s Chapter Meeting.  The meeting will be held virtually on Zoom. 

Keynote Speaker

Michael Goldberg. Associate Professor, Design & Innovation, Case Western Reserve University,  Weatherhead School of Management

Michael Goldberg is an experienced venture capitalist and entrepreneur whose teaching is focused on the fields of entrepreneurship and early stage finance. Goldberg is an Associate Professor of Design and Innovation at the Weatherhead School of Management, Case Western Reserve University. Goldberg is also the inaugural Executive Director of the Veale Institute for Entrepreneurship at Case Western Reserve University. With support from the Burton D. Morgan Foundation, Goldberg created a massive open online course (MOOC) called Beyond Silicon Valley: Growing Entrepreneurship in Transitioning Economies, which has attracted over 175,000 students from 190 countries with subtitles in 16 languages (most on Coursera platform). Inc.com named Beyond Silicon Valley one of the top online classes that “will make you smarter and more interesting.” Beyond Silicon Valley was also named by the AACSB as one of its 25 winners of its Entrepreneurship Spotlight Challenge (2017) and Innovations That Inspire (2020). Goldberg spoke about the impact of his MOOC at TEDxHeraklion in Crete (February 2015) and TEDxFulbright in Santa Monica (September 2015). He is also the author of Beyond Silicon Valley: How One Online Course Helped Support Global Entrepreneurs.

Goldberg co-founded the Bridge Investment Fund, a venture capital fund focused on investing in Israeli medical device companies that have synergies with the leading health care industries and institutions in Cleveland.

Goldberg has deep experience teaching entrepreneurship in international markets. He was awarded Fulbright fellowships to teach entrepreneurship at the National Economics University in Hanoi, Vietnam (2012), the Polytechnic in Windhoek, Namibia (2015) and the Asociación Canaria de Startups, Empresas de Base Tecnológica e Inversores Ángeles (Emerge) in the Canary Islands, Spain (2018). Goldberg has also been a visiting professor teaching courses on entrepreneurial management and finance at Bilkent University in Ankara, Turkey and the ALBA Graduate School of Business in Athens, Greece. He has conducted seminars on behalf of the US Department of State on entrepreneurship in Argentina, Austria, Botswana, Cambodia, Chile, Czech Republic, France, Germany, Greece, Indonesia, Kosovo, Laos, Macedonia, Morocco, Myanmar, Namibia, the Netherlands, Philippines, Portugal, Russia, Slovenia, Spain, Switzerland, Tanzania, Tunisia, Vietnam, Zambia and Zimbabwe.

Goldberg is active in the entrepreneurship community in Cleveland, serving as a mentor to entrepreneurs through Jumpstart and Plug and Play. He has appeared as a frequent guest panelist on MSNBC’s “Your Business” and written on international entrepreneurship for Forbes, CNBC, Entrepreneur.com and The Huffington Post.

 

Professional Development Session

Presented by BMO Harris Bank

BMO Harris Bank

Topic: Economic outlook, impact and considerations for 2021

Michael Gregory, Deputy Chief Economist and Head of U.S. Economics will be discussing the latest economic updates and how you can manage the risks to your business.

About the Speaker: 

Michael Gregory, CFA, Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets

Michael Gregory is Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets. He manages the team responsible for forecasting and analyzing the North American economy and financial markets.

Michael began his career in economics with Royal Bank of Canada in Montreal in the mid-1980s, before moving to Toronto to work in RBC’s foreign exchange and money market research group. He eventually moved further along the yield curve and across the border, joining the fixed income strategy group at Lehman Brothers in New York City in the mid-1990s. Returning to Canada at the end of 2001, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on regulatory and industry restructuring issues, before shifting to BMO Capital Markets Economics in 2004. He moved to Chicago in late 2013, providing research support for the U.S. and Canadian fixed income business and working with the Global Fixed Income Strategy team, before returning to Toronto in 2016.

Event Details/Registration

Date: Tuesday, November 10, 2020
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 Address

Location:

LIVE ON ZOOM.

CLICK HERE TO REGISTER 

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