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

Keynote Presentation

ADD TO CALENDAR

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

ADD TO CALENDAR

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

ADD TO CALENDAR

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

ADD TO CALENDAR

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 25, 2020- Professional Development Breakfast Session presented by CBIZ Retirement Plan Services

Professional Development Session

Presented by CBIZ Retirement Plan Services

ADD TO CALENDAR

Topic:  Retirement Plan Legislative update and the Secure Act

Join us for breakfast at LockKeepers on Tuesday, February 25. Our strategic partner, CBIZ  Retirement Plans, will provide an update on a retirement plan legislation including the Secure Act.  The session will cover industry trends for 401(k), 403(b), Defined Benefit, and other plan types.

Presenters:

Eric Endress, Vice President, CBIZ Retirement Plan Services

Tom Finnegan, Executive Vice President,  CBIZ Retirement Plan Services

 

Event Details/Registration

ADD TO CALENDAR

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

 

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

Keynote Presentation

ADD TO CALENDAR

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

ADD TO CALENDAR

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

ADD TO CALENDAR

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

ADD TO CALENDAR

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