April 21, 2020 – April Chapter Meeting – Academic Award Night

Keynote Presentation

Keynote Speaker:  Harland Sands, President, Cleveland State University

Harlan M. Sands was appointed by the Cleveland State University Board of Trustees to serve as the University’s seventh President, effective June 1, 2018.

Sands is a highly regarded and widely respected higher education leader with extensive experience at urban research universities. He has a proven track record of advancing academic excellence, empowering faculty, championing research and aligning strategies and operations to meet the emerging needs of higher education in the 21st century. He brings 30+ years of experience as a higher education thought leader, academic administrator, business process transformer, teacher and student advocate.

Sands came to CSU from The Wharton School at the University of Pennsylvania, where he served as Vice Dean of Finance and Administration, Chief Financial Officer and Chief Administrative Officer. Among his responsibilities were overseeing and administering divisions of finance/administration, budget, human resources, information technology, communications/marketing, internal audit/compliance, facilities and research data services.

Professional Development Session

Presented by PwC

Event Details/Registration

Date: Tuesday, April 21, 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.

CLICK HERE TO REGISTER

 

March 10, 2020 March Chapter Meeting at the Federal Reserve Bank

Keynote Presentation

Keynote Speaker:  Federal Reserve Bank Economist

Professional Development Session

Presented by Plante Moran

Topic: Improved Decision Making through Enhanced Cost and Margin Analytics

Leverage accurate, timely cost/margin information and analytics to move beyond simply understanding what happened and why, to what will happen and what you should do.

Speaker:  Jon Wood, Principal at Plante Moran

As a leader in Plante Moran’s costing and estimating solutions practice, Jon helps clients understand where they’re making money and where they’re not. His expertise includes the development of overhead models, estimating tools, analytic dashboards, and production observations. While working across a variety of industries, he primarily assists manufacturing companies — from medical device and automotive to food and beverage, or anything in between.

Event Details/Registration

Date: Tuesday, March 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:

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

ADVANCED REGISTRATION IS REQUIRED FOR THIS EVENT

CLICK HERE TO REGISTER

February 11, 2020 – February Chapter Meeting – Joint Meeting with ACG Cleveland

Keynote Presentation

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

Presented by BMO Harris Bank

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.

CLICK HERE TO REGISTER

January 28, 2020 – January Professional Development Breakfast Meeting

 

Professional Development Session

Presented by Willis Towers Watson

Topic:  Product Recall – Are You Prepared?

Speaker:  Shawn G. McCleary, National Recall Practice, Willis Towers Watson

This presentation will provide an overview of what Product Recall coverage can add to your risk management portfolio, real world events, and resources available to corporations

Topics Include:

What is a product recall coverage?
Risk and claims frequency (varying industries)
An example of product recall events
Benefits to having a proactive process
Tips for success as well as resources that can be utilized

Event Details/Registration

Date: Tuesday, January 28, 2020

Time:

  • 7:30 a.m. – 8:00 a.m. Networking/Breakfast
  • 8:00 a.m. – 9:00 a.m. Presentation
  • 9:00 a.m. – Adjourn

Location:

LockKeepers
8001 Rockside Rd.
Cleveland, OH 44125

Complimentary valet parking available at LockKeepers

CLICK HERE TO REGISTER

 

 

December 10, 2019 – December Chapter Meeting

Keynote Presentation

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

Mr. Glass is the Chief Financial Officer of the Cleveland Clinic. He joined the Cleveland Clinic in 2002 as the Controller and Chief Accounting Officer and served in that role until 2005, when he assumed his current role. Mr. Glass is responsible for all financial operations of the Cleveland Clinic Health System which includes eleven owned hospitals and two managed hospitals, and over 3,000 employed physicians in the Cleveland Clinic Medical Group. The Clinic has operations in Ohio, Florida, Nevada, Canada, and the United Arab Emirates.

Prior to joining the Cleveland Clinic, Mr. Glass was the Vice President of Finance for MedStar Health, where he spent fourteen years serving in various roles during its growth through mergers and acquisitions during the mid-nineties.

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, Health Management Academy, 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

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.

CLICK HERE TO REGISTER