FEI NEO April Chapter Meeting – Tuesday, April 13, 2021

Keynote Presentation

Keynote Speaker: Harlan M. 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: 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/Academic Student Awards
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 NEO March Chapter Meeting – Tuesday, March 9, 2021

Keynote Presentation

Keynote Speaker: Federal Reserve Bank Economist

Professional Development Session

Presented by Plante Moran

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, March 9, 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 Federal Reserve Bank of Cleveland*
1455 E 6th St.
Cleveland, OH 44114

*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 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 NEO January Chapter Meeting featuring a CFO Panel Discussion on Finance Digital Transformation- Thursday, January 14, 2021

CFO Panel Discussion

Topic:  Finance Digital Transformation (Artificial Intelligence (AI) and Robotic Process Automation (RPA) in Finance).

The keynote address will be in the form of a panel discussion. The following are scheduled to appear to share their thoughts and experiences with digital transformation:

Special Welcome Message from Lt. Governor Jon Husted: As founder and first Director of InnovateOhio, Jon has a strong focus on technology and innovation that transforms services and saves money for businesses and taxpayers of the State of Ohio.

Panel Members:

Erik Asgeirsson, President and CEO of CPA.com: Erik has led CPA.com, a subsidiary of the AICPA, for 15 years. He is viewed as a leading change agent for technology adoption across the accounting spectrum. For the past decade, his focus has been on cloud computing solutions and more recently on artificial intelligence.

Jeff Bissell, Corporate Treasurer (previously CFO) at NMG Aerospace: NMG Aerospace (“NMG”) is a $110 million annual revenue, family-owned aerospace manufacturing company, headquartered in Stow, Ohio. Jeff has always been on the leading edge of technology and implemented an A/P system through NMG’s ERP system that automates the scanning and matching of supplier invoices.

Naveed Iqbal, PhD, CEO and Founder of Dolr: Naveed founded Dolr, A FinTech student loan repayment platform that is using AI in its business model and strategies. As well as being an executive/owner, he is also a mathematician, data scientist and has a breadth of experience with evaluating strategy and the implications of incorporating AI into a business model.

Program Moderator: Robert Shenton, Partner, Plante Moran

An invitation has been extended to the Members of Ohio Society of CPAs to join us at our January meeting.

Professional Development Session

Presented by CBIZ Retirement Plan Services

Topic: The State of the Global Economy and the Investing Environment
Presenter: Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services

Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services will share the current state of the global economy amidst the coronavirus pandemic, as well as the market impact, risks, and opportunities

CPE Credit Earned: 1hr

Event Details/Registration

Date: Thursday, January 14, 2021
Time:
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Virtual Networking Reception
6:00 p.m. – 7:00 p.m. Welcome and opening remarks from Lt. Governor Jon Husted followed by CFO Panel Discussion

Location:
LIVE ON ZOOM.

CLICK HERE TO REGISTER

Please Note: There is no cost for this event, however, advanced registration is required.  A confirmation email and registration link will be sent to you directly from Zoom.
This link should not be shared with others; it is unique to you.