Keynote Presentation

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Keynote Speaker:  Sean Dorsey, Founder & CEO, League Park Advisors

Sean is the Founder and CEO of League Park Advisors. Prior to founding League Park, Sean was Senior Managing Director at National City Corporation (currently PNC Financial Services) where he led the Investment Banking and Capital Markets businesses. He also previously served as a Managing Director at McDonald Investments (currently Keybanc Capital Markets), where he was Co-Head of the Mergers & Acquisitions Group, Head of the Consumer Group and a member of the Structured and Real Estate Finance Group. Sean began his career as an attorney with the law firm of Baker Hostetler, and was a Partner specializing in Finance, Mergers & Acquisitions, and Real Estate. Sean is also Founder and CEO of League Park Capital (formerly Achill Partners), a private equity firm focused on acquiring and operating lower middle market companies whose current portfolio companies include Woodhill Holdings and Tri-County Maintenance.

Sean holds his Series 7, 79, 24 and 99 licenses through SFI Capital Group, LLC for which he also serves as the firm’s CEO and Chief Compliance Officer. Sean previously served as a member of the FINRA Global Capital Markets Examination Committee.

Sean is a graduate of Cornell University and Case Western Reserve University School of Law. He has served on the boards or visiting committees of ABCO, Alliance Staffing, American Heart Association, American Red Cross, Case Western Reserve University School of Law and West Campus, Chancellor University, The Country Club, Cuyahoga County Community Improvement Corporation, Notre Dame College, PDI, PreEmptive Solutions and the United Way.  He was also a member of Leadership Cleveland (Class of 2014).

Professional Development Session

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Presented by BMO Harris Bank

Topic: Economic Outlook and Considerations for 2020

Speaker:  Sal Guatieri, Director and Senior Economist, BMO Capital Markets

Join us at 4:00 pm for the Professional Development portion of our February Chapter Meeting. Mr. Sal Guatieri, Director and Senior Economist, will be discussing the latest economic updates and how you can manage the risks to your business.

CPE Credits Earned: 1 hour

About our Speaker:

Sal Guatieri is a Senior Economist and Director at BMO Capital Markets, with over two decades experience as a macro economist. With BMO Financial Group since 1994, his main responsibilities include analyzing and forecasting the U.S. and Canadian economies, housing markets, interest rates and exchange rates. He is a regular commentator in the media.  Prior to joining BMO, Sal worked at the Bank of Canada, contributing to its quarterly economic projection and analyzing foreign exchange markets. Sal received his Masters’ degree in Economics from Queen’s University in 1990.

Event Details/Registration

Date: Tuesday, February 11, 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:

The Union Club of Cleveland
1211 Euclid Ave
Cleveland, OH 44115

Complimentary valet parking available – access by entering the Union Club garage on E. 12th.

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Keynote Presentation

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Keynote Speaker:  Steven C. Glass, CFO & Treasurer, Cleveland Clinic

 

Mr. Glass is the Chief Financial Officer of the Cleveland Clinic Health System.  He joined the Cleveland Clinic in 2002 and is responsible for all financial operations and is a key member of the Executive Team which oversees the Strategic Direction and Operations of fifteen owned hospitals, over 65,000 caregivers, and approximately 4,000 employed physicians.  The Clinic has operations in Ohio, Florida, Nevada, Canada, and the United Arab Emirates.  As well as numerous Clinical affilations with independent Hospitals across the United States.

Prior to joining the Cleveland Clinic, Mr. Glass was the Vice President of Finance for MedStar Health, in the mid-Atlantic region.

Mr. Glass received a Bachelor of Science degree in Accounting from Towson University and is a Certified Public Accountant. He is a member of the American Institute of Certified Accountants, Ohio Society of Certified Public Accountants, Healthcare Financial Management Association, and a Board Member of the Ohio Hospital Association.

 

Professional Development Session

Presented by Chatham Financial

Topic: Marketing Update and Hedging Strategies in the Current Environment

Between the Federal Reserve’s policy actions and global macroeconomic forces, interest rates have been volatile in 2019:  this presentation will look ahead to 2020 and highlight how corporations are hedging interest rate risk.

Speaker:  Kevin Jones, Director, Corporate Hedging at Chatham Financial

Kevin works on the Complex Advisory team within the Corporates group. Prior to joining Chatham, Kevin spent seven years working for the Federal Reserve Bank of New York, where he provided analysis on foreign central bank FX reserve activity. He earned his Bachelor’s degree in international business from James Madison University and earned in Master’s degree in Economics from Virginia Commonwealth University.

Event Details/Registration

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Date: Tuesday, December 10, 2019

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

Complimentary valet parking available – access by entering the Union Club garage on E. 12th.