FEI NEO March Chapter Meeting: Tuesday, March 21, 2023

Keynote Presentation

KEYNOTE SPEAKER: Dr. John J. Grabowski, Author, Speaker, WRHS Senior Vice President, Research & Publications and CWRU Krieger-Mueller Associate

More details coming soon!

CPE Credits Available: 1.0 hour

Professional Development Session

Presented by:

More details coming soon!

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, March 21, 2023

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 and Registration Details coming soon!

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

2022-2023 FEI NEO Program Year

Attached is our program calendar for the 2022-2023 year. We are excited for this year’s programming, including meetings at the Federal Reserve Bank of Cleveland, the Cleveland Museum of Art, Eaton Center, the Foundry Rowing Club. Our joint meeting with ACG on February 16, 2023 will feature Loretta Mester, President and Chief Executive Officer, the Federal Reserve Bank of Cleveland. 

In April 2023, we will hear from Kristen Warzocha, President & CEO, Greater Cleveland Food Bank (“GCFB”) and the Chief Financial Officer of the GCFB. 

We look forward to another great program year

FEI NEO Program Calendar 2022-2023