November 12, 2019: Chapter Meeting

Keynote Presentation


Keynote Speaker:  Jorge Solorio, Industrial Americas Business Manager
The Lubrizol Corporation 

Top 2020 Artificial Intelligence trends that will transform how you measure ROI.  

Have you noticed how traditional financial measuring models like ROI many times hinders the management & demoralize the commercial team efforts? Learn how you, as a CFO leader can use AI and ROI best practice to improve performance and get commercial alignment.

Inside the enterprise, driving change isn’t easy. A true digital transformation requires a champion—one person who believes in the power of staying abreast new developments and is willing to take a risk on a new direction and methodology. Jorge is an enterprise change agent at Lubrizol. He was the digital architect that helped implement inbound marketing, digital advertising, Artificial Intelligence (AI) and prove Marketing ROI to leadership. The phrase ROI is such a financial phrase and concept, but in marketing & business development, it’s not always a perfect science. So, having a data-driven place to report on overall trends and sales is key.

Professional Development Session

Presented by Cavitch Familo & Durkin

Topic:  Planning the Disposition and Management of Closely-held Businesses

Speaker: James Aussem, Attorney & Partner, Cavitch Familo & Durkin

The issues arising from the need to retain key employee/managers in closely-held often family owned, businesses is analyzed from both the owner’s perspective as well as the key manager/employee’s vantage point. The program has an emphasis on practical solutions including equity participation by key employees and phantom/golden handcuff arrangements. The issues related to passing on the family enterprise or selling it are discussed including how a sale or transfer to the next generation impacts the successful operation of the enterprise and the motivation of the key contributors.

Event Details/Registration


Date: Tuesday, November 12, 2019


  • 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


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

Complimentary valet parking available – access by entering the Union Club garage on