FEI NEO February 2023 Chapter Meeting, hosted jointly with ACG Cleveland: February 16, 2023

Keynote Presentation

KEYNOTE SPEAKER: Loretta J. Mester, President and Chief Executive Officer, Federal Reserve Bank of Cleveland

TOPIC: Remarks and Q&A

ABOUT THE SPEAKER: Loretta J. Mester is president and chief executive officer of the Federal Reserve Bank of Cleveland. In that role, she participates in the formulation of U.S. monetary policy and oversees more than 1,000 employees based at the Bank’s Cleveland office and Branch offices in Cincinnati and Pittsburgh who conduct economic research, supervise banking institutions, promote community development, and provide payment services to depository institutions and the U.S. Treasury. Mester represents the Fourth District on the Federal Open Market Committee (FOMC).

Mester began her career at the Federal Reserve Bank of Philadelphia in 1985 as an economist and was executive vice president and director of research at the Federal Reserve Bank of Philadelphia prior to her appointment as president and CEO of the Cleveland Fed on June 1, 2014.
Mester is an adjunct professor of finance at the Wharton School of the University of Pennsylvania. She has also taught in the undergraduate finance and M.B.A. programs at Wharton and in the Ph.D. program in finance at New York University.

Mester is a director of the Greater Cleveland Partnership, a trustee of the Cleveland Clinic, a trustee of the Musical Arts Association (Cleveland Orchestra), a director of the Council for Economic Education, a founding director of the Financial Intermediation Research Society, a member of the senior council of the Central Bank Research Association (CEBRA), and a member of the advisory board of the Financial Intermediation Network of European Studies (FINEST). She is a member of the American Economic Association, the American Finance Association, the Econometric Society, and the Financial Management Association International.

Mester graduated summa cum laude with a bachelor of arts degree in mathematics and economics from Barnard College of Columbia University. She earned M.A. and Ph.D. degrees in economics from Princeton University, where she was a National Science Foundation Fellow.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

TOPIC: 2023 M&A Outlook

PRESENTED BY: Dan McIntosh, Director, BMO Capital Markets

TOPIC SUMMARY: Join BMO for a M&A discussion featuring Dan McIntosh from BMO Capital Markets. Topics will include a review of recent trends in the M&A market, including deal volumes, transaction multiples and buyer landscape. In addition, Dan will share the outlook for M&A activity. You’ll have an opportunity to ask questions during this discussion.

ABOUT THE SPEAKER: Dan McIntosh is with BMO’s Middle Market M&A team, focusing primarily on sell-side healthcare advisory. He joined BMO from Alvarez and Marsal, where he started in 2014 and was involved in a number of merger integration, due diligence and performance improvement engagements. Prior to joining A&M, Dan worked in equity research at Baird, where he covered small- & mid-cap technology stocks. Dan also held several management roles at GE Healthcare while working in the company’s diagnostic imaging (CT, MR, X-Ray) and life sciences businesses. Before his time in healthcare, he spent time working in steel and food manufacturing. Dan graduated from the University of Chicago-Booth (MBA in Finance) and University of Wisconsin-Madison (BS in Chemical Engineering).

CPE Credits Earned: 1 hour

Event Details

Date: Thursday, February 16, 2023 

4:00 p.m. – 4:30 pm     Registration/Bar open
4:30 p.m. – 5:30 pm     Professional Development Session
5:30 p.m. – 6:00 pm     Networking Reception
6:00 p.m. – 7:00 pm     Keynote Address

Location
Federal Reserve Bank of Cleveland
1455 E 6th St
Cleveland, OH 44114

Members of the media are invited to attend. 

Registration

  • Pre-registration is required prior to noon on 02/15/23
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • ACG Cleveland members should register directly with ACG here
  • $50/per person for non-members

REGISTER HERE

FEI NEO January Chapter Meeting: Thursday, January 19, 2023

Schedule

5:00-5:30 pm      Opening Remarks by Eaton and Protiviti
5:30-6:30pm       Networking Reception & Tours of Eaton Center
6:30-7:30pm       Panel Discussion –

Panel moderated by: 

Chelsea Black, Director Business Performance Improvement, Protiviti

Chelsea Black is a Director at Protiviti and has spent the last 8 years in the Global Consulting Firm’s Business Performance Improvement practice. With more than 12 years professional experience, Chelsea partners with clients to improve overall operations focusing on Organizational, Process, and Technology enhancements.  She is a subject-matter expert in Shared Services as well as Project & Change Management. Chelsea has led and overseen multiple client operational transformations including ERP implementations, acquisition growth, and public company readiness.  Chelsea held previous roles in EY’s Assurance practice and served in an internal accounting role with Cantor Fitzgerald in New York City. Chelsea lives in Pittsburgh, PA with her husband Scott and 5 month old son, Theo. She is a Duquesne University graduate with a Bachelors in Accounting. She enjoys playing tennis and paddle tennis as well as weekend hikes with the family dog, Hank.

Panelists include :

Ben Meisenzahl, SVP Finance Transformation, Sherwin-Williams Company

Ben Meisenzahl is Senior Vice President of Finance Transformation for the Sherwin-Williams company, a role he has held since March 2021.  He is responsible for developing and leading transformational, cross-functional, finance strategic initiatives.  Since joining the company in 2004, he has held various financial leadership roles of increasing responsibility across many business units, including several overseas expat assignments. Ben earned a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio.

 

Mike Sands, VP Finance Transformation, Eaton Corporation

Mike Sands is the Vice President, Finance Transformation for Controllership at Eaton Corporation, a role he has held since 2022.  In this role, Mike leads the Global Process Owner teams for Record to Report, Purchase to Pay, and Order to Cash, as well as the Finance Transformation project office covering a variety of integration and digital transformation initiatives.  Mike’s history over the past 25 years includes roles within consumer goods, distribution, and hospitality industries.  Mike spent the first half of his career in various FP&A roles at Anheuser-Busch, then moved into senior roles within the Accounting teams where he has focused on business partnering and process improvements.  Over the past 10 years, Mike has focused on initiatives to streamline Finance and Accounting work as well as enhancing the role of Finance as a business partner for the rest of the business. Mike lives in Chicago, Illinois with his wife and four adopted children ranging in ages from 11 to 18.  A graduate of the University of Central Florida with an MBA, as well as degrees in Finance and Marketing, Mike is a Certified Public Accountant in the State of Illinois.

Jeff Omslaer, Executive Director Financial Operations, Cleveland Clinic Health System

Jeff Omslaer has a 30 year professional career with the last 22 years in non-profit health care, the majority in financial executive roles.  The last 14 years with the Cleveland Clinic Health system where he currently serves as Executive Director of Financial Operations.  His current role includes leading a team of directors, managers, and analysts with health system wide responsibility in financial planning (short and long-range budgeting and forecasting), strategic transactions (M&A, physician acquisitions, etc.), capital planning, performance improvement, shared services finance (Legal, HR, IT, etc.), and financial operations (Pharmacy, Radiology, etc.).  The health system budget is over $14 Billion in Revenue.  Jeff spent the first 8 years of his career in banking/financial transactions industries, including Walt Disney World’s cash control department (trained in Disney’s customer service program). Jeff is a graduate of Miami University with a Bachelors in Finance and of Xavier University with a Master’s in Health Services Administration.  He is a Certified Public Accountant in the state of Ohio.  Jeff serves on several boards as an officer, is a former basketball coach for daughter’s teams and a mentor aspiring professionals in health care. Jeff lives in Avon, OH with his wife Pam and twin 14-year-old daughters, Abby & Kayla.

CPE Credits Earned: 1.0 hours

Event Details

Please allow 15 minutes for Eaton security gate access, parking and event registration.

Location
Eaton Center
1000 Eaton Blvd
Beachwood, OH 44122

(Meeting will be held in Atrium One, adjacent to the lobby)

Parking
Complimentary parking is available in the Eaton Center garage (after going through security gate).

Registration

  • Pre-registration is required before noon on 1/18/22
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • $50/per person for non-members

If you need to cancel please email admin@feineo.org by noon on 1/18/22. 

REGISTER HERE

FEI NEO December Chapter Meeting: Wednesday, December 14, 2022

Keynote Presentation

KEYNOTE SPEAKER: David Gilbert, President & CEO, Greater Cleveland Sports Commission and Destination Cleveland

TOPIC: “Future of Travel, Tourism and Events in Cleveland”

DESCRIPTION: Travel, tourism and hosting events has become a significant part of Cleveland’s economy over the past decade. Learn about the post-COVID comeback in these areas and strategies for future growth.

ABOUT OUR SPEAKER:  David Gilbert serves as President and CEO of Greater Cleveland Sports Commission and Destination Cleveland. He re-established the Sports Commission in 2000 and assumed his role with Destination Cleveland in 2011. From April 2015 through December 2017, David also served as the president and CEO of the Cleveland 2016 Host Committee for the Republican National Convention.

Gilbert serves as vice president on the board of the International Children’s Games, based in Lausanne, Switzerland, and sits of the boards of the Rock & Roll Hall of Fame, Huntington Convention Center of Cleveland and the U.S. Travel and Tourism Advisory Board of the Department of Commerce. He was named by Crain’s Cleveland Business as one of Cleveland’s “30 influencers of the past 30 years,” Ernst & Young Entrepreneur of the Year and in 2016, he received the SME Cleveland Business Executive of the Year Award.

Gilbert has a Bachelor of Arts degree in marketing from The Ohio State University and an MBA from Cleveland State University.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

TOPIC: “Insurance Property Valuation – How Inflation Affects Asset Protection Through Your Insurance Program”

PRESENTED BY: Andrew Urban, Risk Advisor, Hylant

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Wednesday, December 14, 2022 

4:00 p.m. – 4:30 p.m. Registration/Bar open
4:30 p.m. – 5:30 p.m. Professional Development Session
5:30 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address

Location
The Union Club
1211 Euclid Ave
Cleveland OH 44114

(Meeting will be held in the Ballroom on the 3rd Floor)

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE

FEI NEO November Chapter Meeting: Thursday, November 17, 2022

Keynote Presentation

KEYNOTE SPEAKER: Jane Alexander, Chief Digital Information Officer, The Cleveland Museum of Art

TOPIC: “How the CMA Leads Worldwide in Digital Innovation”

ABOUT OUR SPEAKER:  Jane Alexander is the Chief Digital Information Officer for the Cleveland Museum of Art. As CDIO, Jane is responsible for creating transformative, awe-inspiring, and iterative digital projects with a visionary application of technology in support of the CMA’s mission. With a focus on organizational evolution, Jane leads strategy, concept, design, and implementation of interactive experiences. Jane believes the most important responsibility of a leader is to attract and develop great people, with a commitment to empower staff and get things done.

In 2021, Jane led the development of unprecedented innovative in-gallery experiences in Revealing Krishna: Journey to Cambodia’s Sacred Mountain. The first scholarly exhibition of its kind, Revealing Krishna provided immersive mixed-reality experiences to visitors, using technology alongside exceptional masterworks of art to tell stories of conservation, provenance, and the evolving role of museums in care and stewardship.

In 2019, under Jane’s leadership, the CMA launched a comprehensive Open Access initiative, allowing the public to share, collaborate, remix, and reuse high-resolution images of public domain works and metadata for the CMA’s entire collection.  During the Covid-19 pandemic, Jane led the creation of award-winning online tool sets, moving beyond simply shifting on-site programs to the web and taking the opportunity to think creatively about online interaction. In her 11-year tenure at the museum, Jane has moved the museum to be a data-driven, technologically forward-thinking institution.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

TOPIC: Cyber’s Growing Role Within the Finance Organization

PRESENTED BY: Joe Sutter, Senior Manager, Deloitte & Touche LLP

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Thursday, November 17, 2022 

4:00 p.m. – 4:30 p.m. Registration/Bar open
4:30 p.m. – 5:30 p.m. Professional Development Session
5:30 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address

Location
The Cleveland Museum of Art
11150 East Blvd
Cleveland OH 44106

(Meeting will be held in the Banquet Room, which is located off of the Atrium through the Cafe entrance)

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE

FEI NEO October Chapter Meeting: Tuesday, October 18, 2022

Keynote Presentation

KEYNOTE SPEAKER: Brian Barren, President, Business Operations, Cleveland Guardians Baseball

TOPIC: “Leadership & Effective Leadership Traits”

ABOUT OUR SPEAKER: Brian Barren enters his ninth season with the Cleveland Guardians and sixth as President of Business Operations. He joined the organization in January 2014 and served as Executive Vice President of Sales & Marketing over his first three seasons. In his present capacity, Brian oversees all aspects of the club’s business functions.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

Plante Moran

TOPIC: “Status of Construction/Transaction Management and the Future of Workspace”

PRESENTED BY: Greg VanKirk, Partner, Plante Moran Cresa; Alicia Washeleski, Principal, Plante Moran Cresa; Kevin Massey, Senior Vice President, Plante Moran Cresa

TOPIC SUMMARY: Two years post pandemic the workplace has yet to return to a level of normalcy while the challenges are even greater to lease and build space. Hear about what the team from Plante Moran Cresa is seeing in the real estate market and development of space.

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, October 18, 2022
4:00 p.m. – 4:30 p.m. Registration/Bar open
4:30 p.m. – 5:30 p.m. Professional Development Session
5:30 p.m. – 6:00 p.m. Networking Reception
6:00 p.m. – 7:00 p.m. Keynote Address

Location
The Union Club
1211 Euclid Ave
Cleveland, OH 44115
(Ballroom on the 3rd Floor)

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTRATION HERE