April 25, 2023: Chapter Meeting and Annual Educator’s/Academic 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

KEYNOTE SPEAKERS: John Keverkamp, Vice President & CFO, and Kristin Warzocha, President & CEO, Greater Cleveland Food Bank

About the speakers:

John Keverkamp serves as the Greater Cleveland Food Bank’s Vice President and Chief Financial Officer. He has over twenty years of experience working at nonprofit organizations, including with Hattie Larham and the Jewish Community Board of Akron. He holds a bachelor’s degree in accounting from Lake Erie College and an MBA from Kent State University. Kristin Warzocha is the President and CEO for the Greater Cleveland Food Bank, Northeast Ohio’s largest hunger relief organization. The Food Bank relies on community support to fulfill its mission of ensuring that everyone in our communities has the nutritious food they need every day.

She directs the organization’s efforts to provide nutritious food and support to more than 1000 partner agencies and programs that serve hungry Northeast Ohioans in six counties and champions the organization’s mission.

She has led the Food Bank’s new strategic work, ensuring its partner agencies are prepared to provide more nutritious meals to those in need and shorten the line at local hunger programs in the future. The Food Bank has built new partnerships with organizations that address the root causes of hunger – employment, housing and healthcare.

Warzocha has been with the Food Bank since 2000 and was previously responsible for engaging the general public in the organization’s work. She served as Vice President of External Affairs, overseeing fundraising, communications, advocacy, SNAP outreach and volunteer resources for the organization.

Kristin is a graduate of John Carroll University. She has also participated in the elite Harvard Business School Executive Education programs in Governing for Nonprofit Excellence (GNE) and Strategic Perspectives in Nonprofit Management (SPNM). Warzocha lives in Lakewood with her husband, Christian, and daughters, Samantha and Ryan.

Professional Development Session

TOPIC: ESG – Environmental Disclosure Requirements: What Is My Responsibility
SPEAKER: Steve Randall, MBA, Partner, Sikich

Topic summary: The US Securities and Exchange Commission is focused on implementing sustainability requirements that will have far reaching impacts, well beyond public listed corporations. While sustainability is important for future generations, the evolving requirements have made effective compliance a challenge for many companies. By adopting a comprehensive approach to risk management, organizations can efficiently meet regulatory obligations with an Environmental, Social, and Governance (ESG) program that is centralized, auditable and accurate, as well as provides visibility into third-party performance across the ESG spectrum. Sikich’s Steve Randall will discuss how your role can help provide guidance to ensure audit-ready data for your company’s ESG function.

About the speaker:

Steve Randall, MBA, is a partner at Sikich with over 30 years of management and consulting experience with specialized skills in project management, operational efficiency and conflict resolution. Steve also possesses a depth of knowledge in business management, risk and internal controls. He provides independent counsel, identifies core issues, develops strategic solutions and offers leadership to clients facing challenges. Steve joined Sikich in 2023 through the acquisition of Vonya Global, where he was the managing partner. Outside of work, Steve is passionate about children’s physical, social, and emotional development. Through his involvement in the Oz Park Baseball Association, a 501(c)3 accredited instructional baseball and softball league for children, he helped grow the league from 700 participants to nearly 1,500. Steve earned his BS at The Ohio State University and his MBA at Lewis University.

Presented by:

Event Details/Registration

LOCATION
Greater Cleveland Food Bank
13815 Coit Road
Cleveland, OH 44110

DATE / TIME
Tuesday, April 25, 2023 at 4:00 pm

PARKING
Parking is available in the paved lot in front of the building.

REGISTRATION

  • Pre-registration is requested prior to noon on 04/24/23
    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

March 23, 2023: Chapter Meeting

Keynote Presentation

TOPIC: Deconstructing the Rockefeller Myth: A Cleveland Perspective
KEYNOTE SPEAKER: John J. Grabowski, Author, Speaker, WRHS Senior Vice President, Research & Publications and CWRU Krieger-Mueller Associate John Rockefeller

TOPIC SUMMARY:  This presentation will provide an overview of Rockefeller’s life and career, most particularly the role that Cleveland played at the beginning of his career. Importantly, the presentation will focus on the issue of his charitable donations to Cleveland.  They were more substantial and varied than many people think.  Contrary to popular opinion, a great deal of money derived from Rockefeller and Standard Oil, found its way to Cleveland.

ABOUT THE SPEAKER: John J. Grabowski holds a joint position as the Krieger-Mueller Associate Professor of Applied History at Case Western Reserve University and the Krieger-Mueller Chief Historian at the Western Reserve Historical Society. He also serves as the editor of the online edition of The Encyclopedia of Cleveland History and The Dictionary of Cleveland Biography. In 1996-1997 and 2004-2005 he served as a senior Fulbright lecturer at Bilkent University in Ankara, Turkey. Dr. Grabowski received his B.A., M.A., and Ph.D. degrees in history from Case Western Reserve University. He is a member of Phi Beta Kappa. His publications include The Encyclopedia of Cleveland History, The Dictionary of Cleveland Biography, and Cleveland: A Tradition of Reform, which he co-edited with the late Dr. David D. Van Tassel.  He is also the author of Sports in Cleveland: An Illustrated History and Cleveland A to Z: Historical Essentials for Newcomers and Residents in Northeastern Ohio, and co-author of Polish Americans and Their Communities in Cleveland.  He and his wife Diane are the authors of Cleveland: A History in Motion, and Cleveland: Then and Now.   They, along with Professor David Hammack, are the editors of Identity, Conflict & Cooperation: Central Europeans in Cleveland, 1850-1930.  His most recent works include a history of Bilkent University, Cleveland Jews and the Making of a Midwestern Community which he co-edited with Sean Martin, and Cleveland’s Cultural Gardens: A Landscape of Diversity, which he authored in partnership with photographer Lauren Pacini. He and Diane reside in Cleveland Heights with their cats and a beautiful urban garden.

Professional Development Session

TOPIC: How Organizations are Modernizing their Benefits Strategies
SPEAKER: Kyle Anthony, President, Lockton Ohio

TOPIC SUMMARY: The best total rewards strategies enhance a business’ talent strategy to attract and retain the best talent while improving employee engagement. So, if talent strategy is a crucial differentiator in today’s “talent war,” why do so many organizations still operate with an outdated approach?

Set during a time when employers could treat masses of their employees the same – organizations are quickly learning (the hard way) that today’s workforce has differing and evolving needs. To meet the needs of an ever-changing world, organizations are looking at total rewards strategies through an entirely new lens.

In this presentation, we’ll discuss how organizations are modernizing their benefits strategies to consider:

  • Traditional bias and inequities in benefit design
  • Recognizing unique preferences and needs across five generations in the workforce
  • Where residence location and work schedule contribute to gaps in care
  • How cultural distinctions, language preference, and educational level must be considered when developing an engagement strategy
  • Considerations for review of plan designs and offerings to ensure they are consistent with best practices and legally compliant

ABOUT THE SPEAKER: Kyle joined Lockton in 2020 and brings over 25 years of leadership, sales, client management, analytics and underwriting experience in the human capital, employee benefits, total rewards and risk management fields on both the carrier and consultant side. His career started as a consultant with Behnke & Company where he helped grow the boutique firm into a formidable agency in the Midwest. In 2010, Kyle joined a top three global insurance broker to expand their business. Most recently, he served as a director of private equity, national accounts and affinity programs for Oswald Companies. He is a thought leader in his field and a regular panel member, speaker and contributor on a range of industry topics.

Presented by:

Event Details/Registration

LOCATION
Foundry Rowing Club
1831 Columbus Road
Cleveland, OH 44113

Date: Thursday, March 23, 2023

4:00 – 4:30 pm      Registration/Bar open
4:30 – 5:30 pm      Professional Development Session
5:30 – 6:00 pm      Networking Reception
6:00 – 7:00 pm      Keynote Address
7:00 – 7:30 pm      Networking

PARKING
Parking is available in the paved lot on the north side of the building.

REGISTRATION

  • Pre-registration is requested prior to noon on 03/22/23
    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

February 16, 2023: Chapter Meeting, hosted jointly with ACG Cleveland

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. – 6:15 pm     Networking Reception
6:15 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

January 19, 2023: Chapter Meeting

Schedule

5:00-5:30 pm      Opening Remarks by Eaton and Protiviti
5:30-6:30pm       Networking Reception & Tours of Eaton Center
6:30-7:30pm       Panel Discussion –

Panel moderated by: 

Chelsea Black, Director Business Performance Improvement, Protiviti

Chelsea Black is a Director at Protiviti and has spent the last 8 years in the Global Consulting Firm’s Business Performance Improvement practice. With more than 12 years professional experience, Chelsea partners with clients to improve overall operations focusing on Organizational, Process, and Technology enhancements.  She is a subject-matter expert in Shared Services as well as Project & Change Management. Chelsea has led and overseen multiple client operational transformations including ERP implementations, acquisition growth, and public company readiness.  Chelsea held previous roles in EY’s Assurance practice and served in an internal accounting role with Cantor Fitzgerald in New York City. Chelsea lives in Pittsburgh, PA with her husband Scott and 5 month old son, Theo. She is a Duquesne University graduate with a Bachelors in Accounting. She enjoys playing tennis and paddle tennis as well as weekend hikes with the family dog, Hank.

Panelists include :

Ben Meisenzahl, SVP Finance Transformation, Sherwin-Williams Company

Ben Meisenzahl is Senior Vice President of Finance Transformation for the Sherwin-Williams company, a role he has held since March 2021.  He is responsible for developing and leading transformational, cross-functional, finance strategic initiatives.  Since joining the company in 2004, he has held various financial leadership roles of increasing responsibility across many business units, including several overseas expat assignments. Ben earned a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio.

 

Mike Sands, VP Finance Transformation, Eaton Corporation

Mike Sands is the Vice President, Finance Transformation for Controllership at Eaton Corporation, a role he has held since 2022.  In this role, Mike leads the Global Process Owner teams for Record to Report, Purchase to Pay, and Order to Cash, as well as the Finance Transformation project office covering a variety of integration and digital transformation initiatives.  Mike’s history over the past 25 years includes roles within consumer goods, distribution, and hospitality industries.  Mike spent the first half of his career in various FP&A roles at Anheuser-Busch, then moved into senior roles within the Accounting teams where he has focused on business partnering and process improvements.  Over the past 10 years, Mike has focused on initiatives to streamline Finance and Accounting work as well as enhancing the role of Finance as a business partner for the rest of the business. Mike lives in Chicago, Illinois with his wife and four adopted children ranging in ages from 11 to 18.  A graduate of the University of Central Florida with an MBA, as well as degrees in Finance and Marketing, Mike is a Certified Public Accountant in the State of Illinois.

Jeff Omslaer, Executive Director Financial Operations, Cleveland Clinic Health System

Jeff Omslaer has a 30 year professional career with the last 22 years in non-profit health care, the majority in financial executive roles.  The last 14 years with the Cleveland Clinic Health system where he currently serves as Executive Director of Financial Operations.  His current role includes leading a team of directors, managers, and analysts with health system wide responsibility in financial planning (short and long-range budgeting and forecasting), strategic transactions (M&A, physician acquisitions, etc.), capital planning, performance improvement, shared services finance (Legal, HR, IT, etc.), and financial operations (Pharmacy, Radiology, etc.).  The health system budget is over $14 Billion in Revenue.  Jeff spent the first 8 years of his career in banking/financial transactions industries, including Walt Disney World’s cash control department (trained in Disney’s customer service program). Jeff is a graduate of Miami University with a Bachelors in Finance and of Xavier University with a Master’s in Health Services Administration.  He is a Certified Public Accountant in the state of Ohio.  Jeff serves on several boards as an officer, is a former basketball coach for daughter’s teams and a mentor aspiring professionals in health care. Jeff lives in Avon, OH with his wife Pam and twin 14-year-old daughters, Abby & Kayla.

CPE Credits Earned: 1.0 hours

Event Details

Please allow 15 minutes for Eaton security gate access, parking and event registration.

Location
 Eaton Center
1000 Eaton Blvd
Beachwood, OH 44122

(Meeting will be held in Atrium One, adjacent to the lobby)

Parking
Complimentary parking is available in the Eaton Center garage (after going through security gate).

Registration

  • Pre-registration is required before noon on 1/18/22
  • No charge for FEI Members with pre-paid chapter dues
  • No charge for Strategic Partners
  • $50/per person for non-members

If you need to cancel please email admin@feineo.org by noon on 1/18/22. 

REGISTER HERE

December 14, 2022: Chapter Meeting

Keynote Presentation

KEYNOTE SPEAKER: David Gilbert, President & CEO, Greater Cleveland Sports Commission and Destination Cleveland

TOPIC: “Future of Travel, Tourism and Events in Cleveland”

DESCRIPTION: Travel, tourism and hosting events has become a significant part of Cleveland’s economy over the past decade. Learn about the post-COVID comeback in these areas and strategies for future growth.

ABOUT OUR SPEAKER:  David Gilbert serves as President and CEO of Greater Cleveland Sports Commission and Destination Cleveland. He re-established the Sports Commission in 2000 and assumed his role with Destination Cleveland in 2011. From April 2015 through December 2017, David also served as the president and CEO of the Cleveland 2016 Host Committee for the Republican National Convention.

Gilbert serves as vice president on the board of the International Children’s Games, based in Lausanne, Switzerland, and sits of the boards of the Rock & Roll Hall of Fame, Huntington Convention Center of Cleveland and the U.S. Travel and Tourism Advisory Board of the Department of Commerce. He was named by Crain’s Cleveland Business as one of Cleveland’s “30 influencers of the past 30 years,” Ernst & Young Entrepreneur of the Year and in 2016, he received the SME Cleveland Business Executive of the Year Award.

Gilbert has a Bachelor of Arts degree in marketing from The Ohio State University and an MBA from Cleveland State University.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

TOPIC: “Insurance Property Valuation – How Inflation Affects Asset Protection Through Your Insurance Program”

PRESENTED BY: Andrew Urban, Risk Advisor, Hylant

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Wednesday, December 14, 2022 

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
The Union Club
1211 Euclid Ave
Cleveland OH 44114

(Meeting will be held in the Ballroom on the 3rd Floor)

Pre-registration is required

No charge for FEI Members with pre-paid chapter dues

No charge for Strategic Partners

$50/per person for non-members

REGISTER HERE