April 11, 2024: Chapter Meeting

Annual Educator’s Night

FEI NEO will present awards to nominated outstanding area college/university business students that have a career goal as a financial executive.

 

KEYNOTE PRESENTATION:

Mark Polatajko, SVP Finance and Administration, Kent State University

 

Mark M. Polatajko, Sr. VP. Finance & Admin

About the Speaker:

Dr. Mark M. Polatajko joined Kent State University in January 2016 and serves as the senior vice president for Finance and Administration.

In this role he provides strategic and innovative leadership to enhance, evaluate, develop and implement customer-driven financial system policies, procedures, and processes for the efficient and effective delivery of services to the university community.

He is responsible for the overall leadership of the Division of Finance and Administration which includes: budget, business and administration services, compliance and risk management, facilities planning and operations, financial reporting, human resources, internal audit and public safety.

 

Professional Development Session Presented by:

 

Robert Anthony Olszak, VP Global Supply Chain Optimization

About the Speaker:

Robert Olszak is an experienced global supply chain management executive with demonstrated expertise in leading multi-disciplinary organizations. Having led enterprise-wide business transformation initiatives for several global organizations. With 30 years of industry knowledge and professional achievements, Robert has held positions of Chief Operating Officer, President, Vice-President, Regional Operations Engineering Manager, Logistics Manager, Facilities Manager, and Senior Manager. He has recorded over 12,000 hours of consulting services that include project and program management, organizational strategy formation, logistics and distribution network modeling, greenfield, and brownfield DC expansions, technology and digital supply chain network implementations, small business planning, forensic data analysis, inventory optimization projects, and manufacturing production. Having worked with more than 60 brands in the past decade.

Robert is an industry-recognized thought leader contributing to trade publications, being a guest speaker on supply chain podcasts, speaking at University programs, participating in CPE events, and hosting supply chain management webinars. He has a passion for client success with a servant leadership approach that has resulted in over 300 successfully completed projects, saving clients a combined $400M.
In 2023, he was recognized by CIO Views Magazine as “Top 10 Most Influential People in Supply Chain.” Also, recognized by CIO Today Magazine as “The 5 Most Unstoppable Outstanding Business Leaders to Watch in 2023.” Nominated for “Top 100 Supply Chain Professionals” by industry panel for FY24 recognition.

 

Event Details/Registration

LOCATION
Nuevo Modern Mexican
1000 East 9th St.
Cleveland, OH 44114

The Technical Session presented by RGP has been approved for 1 hour of CPE under Business Management & Organization.

The Keynote Presentation CPE Application is pending.

 

DATE / TIME: Thursday, April 11, 2024

4:00 – 4:30PM Registration, Open Bar and Networking
4:30 – 5:30PM Technical Presentation by Strategic Partner RGP
5:30– 5:45PM Food and Drink Break
5:45 – 6:00PM Presentation of Academic Awards
6:00– 7:00PM Keynote Presentation by Dr. Mark Polatajko, SVP Finance and Administration, Kent State University
7:00 – 7:30PM Networking Reception

(schedule subject to change)

 

PARKING

Parking available on the pier. Purchasing will require plate number and cash or credit card.

You can also visit www.parking.com to pay online for your spot.

 

REGISTRATION

CLICK HERE TO REGISTER

March 5, 2024: Chapter Meeting

Joint meeting with the Northeast Ohio Chapter of the Institute of Internal Auditors (IIA) and the Ohio Society of CPA’s

 

Cleveland Cavaliers on the Forbes NBA Team Valuations List

 

The Northeast Ohio Chapter of FEI is hosting with the Ohio Society of CPAs and the Northeast Ohio Chapter of IIA a fun day of training, networking and NBA basketball, with a clash of the top two teams in the NBA East.

Please join us for 4 hours of engaging learning with 4 CPE credits, a networking dinner, and finish off the day watching the Cleveland Cavaliers take on the Boston Celtics!

Those who purchase a game ticket with the training will also receive a Kelce Brothers Bobblehead. The tickets will be lower level seats. Family and friends game tickets (include dinner) can also be purchased for $109.

4 hours of CPE will be available, including 1 hour provided by a FEI NEO Strategic Partner BMO

 

 

PARKING

Stay tuned closer to the event for more parking information

 

REGISTRATION

REGISTER HERE

  • Pre-registration is requested prior to noon on 3/4/2024
  • FEI Northeast Ohio Members: $115
  • FEI Northeast Ohio Strategic Partners: $115
  • Non-Members: $135
  • Friends and Family Cavs Ticket: $109

 

 

February 22, 2024: Chapter Meeting

Keynote Presentation

TOPIC: Matt Kaulig’s Rise to Success
KEYNOTE SPEAKER: Matt Kaulig, Owner of Kaulig Companies, Kaulig Racing, Inc., and Chairman of Kaulig Capital, Inc.

 

 

Matt Kaulig is the Executive Chairman of the Kaulig Companies Limited, his single member family office. Matt is a proven entrepreneur and philanthropist as defined by his founding of Leaf Home™, one of the largest direct to consumer home products companies in the United States and Canada. Leaf Home™ owns brands such as LeafFilter® Gutter Protection, Leaf Home Safety Solutions™, and Leaf Home Water Solutions™. Leaf Home Safety Solutions™ is one of the nation’s leading fully integrated “aging in place” consumer product providers which includes walk-in bathtubs, wheelchair ramps, stair lifts and handrails. Leaf Home Water Solutions™ provides a custom water system for your home, delivering crisp, pure water right from the tap.

Matt’s family office, the Kaulig Companies Limited owns and operates brands in five different verticals which includes Sports and Entertainment, Marketing and Event Management, Finance and Financial Services, Consumer Products and Philanthropy.

Several notable recent accomplishments include being inducted into the Cleveland Business Hall of Fame in 2022, joining the Cleveland Guardians Ownership in 2022, being named the Presenting Sponsor for the Kaulig Companies Championship at Firestone Country Club beginning in 2023 through 2026, named “Entrepreneur of the Year” by Ernst and Young; opening over 150 LeafFilter® offices; partnering with The NASCAR Foundation to deliver over 8000 Speedy Bears to children in over 50 hospitals coast-to-coast since its inception, being named an Akron Children’s Hospital Champions for Children honoree, 2020 Comcast Community Champion of the Year Award Finalist, an annual award created to recognize the philanthropic efforts of individuals within the NASCAR industry. Hosting the 2022, 2021, 2020 & 2019 Cleveland Guardians Charities Giveathon, earning twenty wins, nine poles, 108 top-5 and 240 top-10 finishes to date, as well as earning seven consecutive NASCAR Xfinity Series (NXS) Playoff Bids and two consecutive NXS Regular Season Championships with his NASCAR Team, Kaulig Racing™, Inc; and opening the first of its kind video production and editing studio, The Kaulig Media Lab, located in the “I Promise School.” The I Promise School was recently founded by the LeBron James Family Foundation and Akron Public Schools. To date, Matt’s charitable giving programs have provided philanthropic support to more than two hundred 501(c)3 organizations.

Born in Columbus, Ohio and raised in Cincinnati, Matt moved to the Chicago area at age 14 where he attended high school and became a nationally recognized quarterback. Matt came back to Ohio to attend the University of Akron where he was recruited by Gerry Faust to be the quarterback of the University of Akron’s Division 1 Football Program in the early 1990’s. During his time at the University of Akron, Matt met his wife, Lisa, who was a cheerleader for the University of Akron Football Cheerleading Program. Upon graduation, Matt and Lisa decided to establish their roots in northeastern Ohio where he founded LeafFilter® Gutter Protection in 2005 from the basement of their home.

Matt graduated with his business degree from the University of Akron in 1996 and started in business immediately after his graduation. Matt is a member of numerous Boards for both businesses and charities. Matt and his wife Lisa have one daughter and currently reside in Hudson, Ohio where they remain heavily involved in the community.

 

Professional Development Session Presented by:

 

Plante Moran

 

Event Details/Registration

LOCATION

Town Tavern
125 Montrose West Ave.
Copley, Ohio 44321

DATE / TIME: Thursday, February 22, 2024

4:00 – 4:45PM Registration, Open Bar and Networking
4:45 – 5:45PM Technical Presentation by Plante Moran
5:45 – 6:00PM Food and Drink Break
6:00 – 7:00PM Keynote Presentation
7:00 – 7:30PM Networking Reception

(schedule subject to change)

 

PARKING

Parking is available in the restaurant parking lot.

 

REGISTRATION

  • Pre-registration is requested prior to noon on 2/21/2024
    Walk-in reservations will be accepted on a space-available basis only.
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • $50/per person for non-members

 

January 16, 2024: Chapter Meeting

 

Keynote Presentation

TOPIC: Generative AI and Cybersecurity
KEYNOTE SPEAKER: Chris Prewitt, CTO/CIO, Inversion6

 

Over the past 20+ years, Chris has acquired extensive experience in end-to-end planning and execution of robust, large-scale security, privacy, compliance, and risk management systems/solutions in Fortune 500 and 1000 environments, supported by strong customer service and technical issue resolution. He excels in designing and optimizing cutting-edge enterprise security systems and data center architectures.

Accomplishments:

★ Developed a global security program at AmTrust and built a global security team focused on the implementation of the security strategy while cultivating relationships with FS-ISAC, NEOCC, and others to support the threat intelligence program.

★ Oversaw the sales support function, improved structured contracts, optimized service offerings, and delivered client engagement support at TrustedSec while providing engagement activity support for Fortune 500 clients.

★ Created a Charter and a three-year Global IT Strategy, including policy and program management/development at Lincoln Electric while transforming the security office from reactive to proactive, providing greater organizational visibility into threats and risk.

★ Architected and administered a $3M Disaster Recovery Re-Architecture to reduce RPO/RTO at Lincoln Electric while redesigning the data center leveraging data center standards to decrease power and cooling needs.

★ Built an IT Security maturity model to examine strengths and weaknesses based on ISO 27002 control areas at Lincoln Electric while establishing an improvement roadmap for IT security improvements and investment.

At this present time, he is excited to share his expertise as an award-winning cross-functional leader with a track record of managing budgets of up to $5M and teams of up to 25 direct reports in crafting and delivering tailored, transformational client solutions (with a focus on educating and upskilling technical teams).

 

Professional Development Session Presented by:

 

Presenter: Christopher Flesher, Director, Cleveland Office, Protiviti

Chris brings over two decades of leadership experience in guiding organizations to meet regulatory standards such as NIST, PCI, HIPAA, and GLBA. He has directed teams in the development of comprehensive information security programs encompassing Data Loss Prevention, Cloud Security, and Governance, as well as Policy and Compliance Frameworks. With a proven track record in both large-scale and niche project management, Chris contributes extensive delivery expertise to every client engagement. He contributed to a pioneering team that formulated a security architecture for an e-commerce client, which led to the issuance of three U.S. patents. Throughout his professional journey, Chris has also dedicated himself to mentoring consultants and has generously donated his expertise to various social causes, including Junior Achievement, domestic violence shelters for women, and initiatives aimed at equipping refugees in America with new skills.

 

Event Details/Registration

LOCATION
Sibling Revelry Brewery
29305 Clemens Rd.
Westlake, OH 44145

DATE / TIME: Tuesday, January 16, 2024

4:00 – 4:45PM Registration, Open Bar and Networking

4:45 – 5:45PM Technical Presentation

5:45- 6:00PM Food and Drink Break

6:00 – 7:00PM Keynote Presentation

7:00 – 7:30PM Networking Reception

(schedule subject to change)

 

PARKING

Parking is available in the Sibling Revelry Brewery parking lot, as well as adjacent lots

 

REGISTRATION

  • Pre-registration is requested prior to noon on 1/10/2024
    Walk-in reservations will be accepted on a space-available basis only.
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • $50/per person for non-members

REGISTER HERE

December 12, 2023: Chapter Meeting

Keynote Presentation

TOPIC: Cleveland as a Freshwater Capital
KEYNOTE SPEAKER: Debbie Berry

About the speaker:

As Chief of Integrated Development, Ms. Berry is responsible for determining the County’s vision for long-term integrated development, housing, mobility, transportation and public works strategies to invigorate the region.

Ms. Berry previously served as Greater Cleveland Partnership’s (GCP) Senior Vice President of Major Projects & Real Estate Development. In this role, she was responsible for driving major civic development initiatives throughout the region, including the lakefront, riverfront, and downtown redevelopment. Prior to her time at GCP, Ms. Berry served as Vice President of Community Development for University Circle Inc. She also served as the Lakefront Plan Manager for the City of Cleveland, where she lead the development and implementation of the Waterfront District Plan.

Ms. Berry holds a bachelor’s degree in civil engineering from Purdue University and a master’s degree in engineering from the University of Texas at Austin. She is a registered professional engineer in Ohio.  She serves on numerous non-profit boards and commissions.

Event Details/Registration

LOCATION
Nuevo Modern Mexican & Tequila Bar
1000 E 9th St.
Cleveland, OH 44114

DATE / TIME: Tuesday, December 12, 2023

4:00 – 4:30 PM Registration and Networking

4:30- 5:45 PM Food, Open Bar and Networking

5:45 – 6:00 PM FEI Northeast Ohio Chapter Update

6:00 – 7:00 PM Keynote Presentation

7:00 – 7:30 PM Networking Reception

(schedule subject to change)

PARKING
Parking is available on the pier. To pay on site you will need your plate number and cash or CC.

You can access payment on your phone as well via QR code at the pay station, or visiting www.parking.com

REGISTRATION

  • Pre-registration is requested prior to noon on 12/11/2023
    Walk-in reservations will be accepted on a space-available basis only.
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • $50/per person for non-members

REGISTER HERE