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

November 17, 2022: Chapter Meeting

Keynote Presentation

KEYNOTE SPEAKER: Jane Alexander, Chief Digital Information Officer, The Cleveland Museum of Art

TOPIC: “How the CMA Leads Worldwide in Digital Innovation”

ABOUT OUR SPEAKER:  Jane Alexander is the Chief Digital Information Officer for the Cleveland Museum of Art. As CDIO, Jane is responsible for creating transformative, awe-inspiring, and iterative digital projects with a visionary application of technology in support of the CMA’s mission. With a focus on organizational evolution, Jane leads strategy, concept, design, and implementation of interactive experiences. Jane believes the most important responsibility of a leader is to attract and develop great people, with a commitment to empower staff and get things done.

In 2021, Jane led the development of unprecedented innovative in-gallery experiences in Revealing Krishna: Journey to Cambodia’s Sacred Mountain. The first scholarly exhibition of its kind, Revealing Krishna provided immersive mixed-reality experiences to visitors, using technology alongside exceptional masterworks of art to tell stories of conservation, provenance, and the evolving role of museums in care and stewardship.

In 2019, under Jane’s leadership, the CMA launched a comprehensive Open Access initiative, allowing the public to share, collaborate, remix, and reuse high-resolution images of public domain works and metadata for the CMA’s entire collection.  During the Covid-19 pandemic, Jane led the creation of award-winning online tool sets, moving beyond simply shifting on-site programs to the web and taking the opportunity to think creatively about online interaction. In her 11-year tenure at the museum, Jane has moved the museum to be a data-driven, technologically forward-thinking institution.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

TOPIC: Cyber’s Growing Role Within the Finance Organization

PRESENTED BY: Joe Sutter, Senior Manager, Deloitte & Touche LLP

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Thursday, November 17, 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 Cleveland Museum of Art
11150 East Blvd
Cleveland OH 44106

(Meeting will be held in the Banquet Room, which is located off of the Atrium through the Cafe entrance)

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

October 18, 2022: Chapter Meeting

Keynote Presentation

KEYNOTE SPEAKER: Brian Barren, President, Business Operations, Cleveland Guardians Baseball

TOPIC: “Leadership & Effective Leadership Traits”

ABOUT OUR SPEAKER: Brian Barren enters his ninth season with the Cleveland Guardians and sixth as President of Business Operations. He joined the organization in January 2014 and served as Executive Vice President of Sales & Marketing over his first three seasons. In his present capacity, Brian oversees all aspects of the club’s business functions.

CPE Credits Earned: 1 hour

Professional Development Session

Presented by:

Plante Moran

TOPIC: “Status of Construction/Transaction Management and the Future of Workspace”

PRESENTED BY: Greg VanKirk, Partner, Plante Moran Cresa; Alicia Washeleski, Principal, Plante Moran Cresa; Kevin Massey, Senior Vice President, Plante Moran Cresa

TOPIC SUMMARY: Two years post pandemic the workplace has yet to return to a level of normalcy while the challenges are even greater to lease and build space. Hear about what the team from Plante Moran Cresa is seeing in the real estate market and development of space.

CPE Credits Earned: 1 hour

Event Details/Registration

Date: Tuesday, October 18, 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 44115
(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

REGISTRATION HERE

 

September 15, 2022: Chapter Meeting at The Rock & Roll Hall of Fame

 

Chapter Meeting: Thursday, September 15, 2022

Joint Meeting with The Ohio Society of CPAs

Join us as we once again kick-off our program year with a special evening at the Rock & Roll Hall of Fame. This well attended event includes time for our members to tour the museum and to network with fellow Financial Executives. We look forward to seeing you there!

LOCATION

Rock and Roll Hall of Fame
1100 East 9th St.
Cleveland, OH 44114

Complimentary parking is available at the Science Center Parking Garage. Parking is also available at the nearby meters.

Feel free to wear rock attire or business casual. 

AGENDA

4:00 – 5:30 p.m. – TOUR THE MUSEUM

You are welcome to arrive early to tour the museum. Please check-in at the FEI registration table in the main lobby to pick up a wristband and have your Great Lakes Science Center parking garage ticket validated.

5:30 – 6:30 p.m. – PROFESSIONAL DEVELOPMENT SESSION   
presented by: 

             

Topic: Trade Credit Insurance – Addressing today’s CFO concerns involving the AR Asset
Speaker:  Haydn Morris, Head of New Business USA Trade Credit,  Willis Towers Watson

Today’s top news stories are also leading to some of the top concerns of Credit Managers, Treasurers, and CFO’s.  Rapid Inflation, continued Supply Chain Disruptions, Interest Rate Hikes, Geopolitical unrest, and now Recessionary pressures are all contributing to business concerns regarding growth, profitability, and financing.  Corporations and their respective treasury teams need to know that they will continue to get paid, and that liquidity will continue to be available.  This educational session will expand upon the baseline understanding of trade credit insurance as a pure bad-debt risk mitigation tool to one that can create additional return on investment with added protection from many of today’s economic disruptions.

(CPE Credits Earned: 1 hour)

6:30 – 7:30 p.m. – KEYNOTE ADDRESS
Laura DeMarco, Author, Lecturer and Senior Director of Content and Corporate Communications, Greater Cleveland Partnership

Laura DeMarco is the author of the books “Lost Cleveland,” “Cleveland Then and Now,” “Mark Twain’s American Then and Now” and “Lost Civil War.”  She is an arts and culture writer in Cleveland, Ohio. Laura specializes in history, lost landmarks and literature. She also writes about historical preservation, architecture, art, film and travel. She lectures at museums, schools, colleges and historical societies on these topics and more. Laura’s talk will explore “Lost Cleveland.”

7:30 – 9:00 p.m – NETWORKING RECEPTION

Join us after the program for drinks, Rock Star eats and networking. You are welcome to tour the museum during this time as well.

Pre-registration is requested

No charge for FEI Members
No charge for Strategic Partners
No charge for OSCPA Members

CLICK HERE TO REGISTER

 

Questions?
FEI Northeast Ohio Chapter
2001 Crocker Rd, Suite 510
Westlake OH 44145
Nikki Anderson, Chapter Administrator
216-696-5501
admin@feineo.org
www.feineo.org