FEI NEO February Chapter Meeting – Thursday, February 11, 2021

Keynote Presentation

Keynote Speaker: Tom Zucker, President and Founder of EdgePoint

Tom Zucker serves as President of Edgepoint managing the firm and leading the team in executing M&A transactions on behalf of the firm’s clients. Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.

Prior to founding EdgePoint, Tom had more than nine years of financial and transactional experience at Ernst & Young and Arthur Andersen. Early in his career, Tom had a significant experience participating in a family business. He is active in several civic leadership roles including being a Board Member of the Association of Corporate Growth Cleveland chapter, Board Member of several private and public companies, and leadership roles in other organizations.

Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.

Professional Development Session

Presented by Hylant

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Thursday, February 11, 2021
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:
The Union Club of Cleveland*
1211 Euclid Ave
Cleveland, OH 44115

*The Board of Directors of FEI NEO continue to monitor the COVID-19 situation in Cuyahoga County and the guidelines set forth by Governor Mike DeWine. If conditions do not allow for our group to meet safely in-person, this meeting will be changed to a virtual event.

REGISTRATION FOR THIS EVENT OPENS SOON

FEI 2020 Virtual Financial Leadership Summit –

PLEASE NOTE THE DATES FOR THE 2020 FINANCIAL LEADERSHIP SUMMIT HAVE CHANGED.  THE SUMMIT WILL NOW TAKE PLACE  OCTOBER 28-30, 2020.
FIND DETAILS BELOW. 

Join more than 500 financial executives to learn, collaborate and build ideas for the future. Discover best practices and solutions to drive business strategy, empower your workforce and foster a culture that will shape your organization’s success.

The 2020 Financial Leadership Summit offers professional and personal development, including networking opportunities in a knowledge-intense and enjoyable atmosphere. Join the conversation and interact within a prestigious community of like-minded peers to challenge your thinking and share in your challenges as you strategize for tomorrow.

CLICK HERE TO LEARN MORE AND TO REGISTER!

May Professional Development Breakfast Session presented by Plante Moran -5/7/19

Professional Development Session

Presented by Plante Moran

   

TOPIC:  “Enhance your Decision-Making Support through Improved Costing” 

Moving Finance from transaction to decision support and strategic business partnering with understanding overhead treatment concepts and techniques for a better path of costing.

SPEAKER:  Mark Barrott,  Principal, Plante Moran

Mr. Barrott works with automotive clients to define future strategies, develop executable plans, and help realize their long-term objectives. Many of his clients are automotive suppliers looking to adapt to emerging technologies, market challenges, and risks.  Mr. Barrott’s clients appreciate the innovative solutions he brings to their most complex challenges.

Recently, Mr. Barrott spoke on the challenges and opportunities for automotive suppliers entering Europe at the “Discover Global Markets” conference, which was sponsored by the Department of Commerce. He belongs to the Forward Planning Committee of the Meadowbrook Country Club. He received a B.A. in urban planning and a M.S. in economics from Oxford Brookes University in the UK.

Date/Time:

Tuesday, May 7, 2019
7:30 a.m.- 8:00 a.m.   Breakfast and Networking
8:00 a.m. – 9:00 a.m.  Professional Development Session/ Q&A
9:00am – Adjourn

Location:

DoubleTree by Hilton Hotel
6200 Quarry Lane
Independence, OH 44131

Registration for this event is closed

FEI NEO announces 2017-18 program year

FEI Northeast Ohio board members have worked hard planning the 2017-2018 program year. With the help of our Strategic Partners we have lined up timely and informative professional development sessions. We also have lined up dynamic keynote speakers, including FEI National President and CEO, Andrej Suskavcevic. Please check out the Events page for details.

We look forward to another great program year!

FEI NEO Board

Thursday, August 24, 2017 Networking Event with SEC Professional Group

Networking Event

The Northeast Ohio Chapter of Financial Executives International (FEI) and The Cleveland Chapter of the SEC Professionals Group invite their members to enjoy a casual evening of food, drinks and networking. Come learn more about FEI and SEC Pro Group, connect with colleagues and make new connections.

Event Details/Registration

Date: Thursday, August  24, 2017

Time: 5:30pm – 7:30pm

Location: Shula’s 2 Steaks and Sports