May 8, 2025: Chapter Meeting

Program Details

Keynote Presentation featuring: Matt Swingos

Additional speaker and session details coming soon!

Technical Presentation provided by Robert Half

Topic: 2024 Global Finance Trends Survey Report

Session Description: Results from our latest Global Finance Trends Survey reveal a tale of transformation for CFOs whose responsibilities continue to widen. Our findings highlight the rising importance of technology and automation to support the growth and success of the organization. Finance teams are increasingly collaborating with stakeholders across the organization to tackle issues such as cybersecurity, strategic planning, cost optimization and sustainability initiatives.

The survey of over 950 finance leaders around the world shows:

  • CFOs and finance leaders are prioritizing data security, financial planning and strategic planning due to expanding roles and new regulatory demands.
  • Leading CFOs and finance organizations are advancing GenAI and AI tools to secure long-term benefits beyond mere efficiency gains.
  • CFOs continue to lead the way for sustainability disclosures and reporting.

About the Speakers:

Tim Hird is executive vice president of enterprise optimization for Robert Half and Protiviti. In his role, Hird enhances combined Robert Half-Protiviti offerings to help businesses create functions and processes, address performance issues, and drive improvement in finance and accounting. Hird most recently served as executive director of the management resources practice, beginning in 2012. He joined Robert Half in 2000, working in the management resources practice and helped launch the division’s London office. He assumed leadership roles to expand the business throughout the UK, European and Asia-Pacific regions. In 2007, he relocated to Singapore and directed operations for multiple Robert Half business units in China, Hong Kong, Singapore and Japan. He is now based out of the company’s headquarters in California.

Chris Wright, from Protiviti’s New York office, is the firm-wide Managing Director of our Business Performance Improvement solution and our Public Company Transformation and group, and is the sponsor our ESG Client Service Steering Committee. He has over thirty years of experience serving clients as an external auditor, including 6 years as a partner at two global accounting firms (Arthur Andersen and KPMG), and as an internal auditor and financial reporting risk consultant. At Protiviti, Chris has provided internal audit out-sourcing and co-sourcing, Sarbanes-Oxley readiness and compliance services, and significant assistance to companies experiencing restatements, regulatory inquiries, stock compensation and other financial investigations and difficulties in implementing new accounting pronouncements, including revenue recognition and lease accounting. Chris earned his Bachelor of Science degree with a major in Accounting from Franciscan University, a Master of Science degree in Organizational Leadership from Quinnipiac University and a Doctorate in Interdisciplinary Leadership from Creighton University. Chris serves on the boards of several charitable, civic, educational and business organizations. His work in finance transformation has also involved a significant commitment to public speaking and the development and delivery of internal and external training.

Event Details/Registration

LOCATION

Final location coming soon!

CONTINUING EDUCATION

The technical presentation and keynote presentation has been approved for 1 hour each of CPE (2 hours total).

DATE / TIME:

Thursday, May 8, 2025 | 4:00-7:30pm
4:00pm – Registration and Refreshments Available
4:30-5:30pm – Technical Presentation
5:30-6:00pm – Networking and Refreshments
6:00-7:00pm – Keynote Presentation
7:30pm – Event Concludes

REGISTRATION

FEI Members: free of charge
Guests: $50

CLICK HERE TO REGISTER

May 18-20, 2025: FEI Financial Leadership Summit

2025 Financial Leadership Summit

Revolutionize your financial leadership at FEI’s 2025 Financial Leadership Summit, where cutting-edge AI insights meet actionable risk management strategies. Hosted at the luxurious JW Marriott Las Vegas Resort and Spa just minutes away from the Las Vegas Strip, this multi-day experience will empower you to drive innovation, mitigate risks, and stay ahead in an ever-changing financial landscape.

More information on the Financial Leadership Summit HERE

April 16, 2025: Chapter Meeting

Program Details

Keynote Presentation featuring: Donald R. Tomoff, MBA, CPA

“Finance’s Next Chapter: The Future In A Gen Al World”

About the speaker: Don is the founder of Invenio Advisors LLC, a consulting firm that excels in optimizing information management, enhancing process efficiency, and elevating reporting and data analysis capabilities. Additionally, the firm specializes in comprehensive education and training services. With a background that spans “Big 4” public accounting, and significant roles in senior-level industry finance, including an eight-year tenure as VP, Finance and Treasurer at Jo-Ann Stores, equips him with deep knowledge of industry insight and practical business perspective.

Beyond consulting, Don is a course developer and instructor with the Business Learning Institute, and has emerged as a leading voice on MS Excel, digital technologies, and the exciting frontiers of Generative AI, including ChatGPT. Through sharing his knowledge via talks, workshops, and advisory roles, he has gained a reputation as an influencer in the tech-business nexus.

Technical Presentation provided by RGP

Topic and speaker details coming soon!

Event Details/Registration

LOCATION

Final location coming soon!

CONTINUING EDUCATION

The technical presentation and keynote presentation has been approved for 1 hour each of CPE (2 hours total).

DATE / TIME:

Wednesday, April 16, 2025 | 4:00-7:30pm
4:00pm – Registration and Refreshments Available
4:30-5:30pm – Technical Presentation
5:30-6:00pm – Networking and Refreshments
6:00-7:00pm – Keynote Presentation
7:30pm – Event Concludes

REGISTRATION

FEI Members: free of charge
Guests: $50

CLICK HERE TO REGISTER

March 11, 2025: Joint Chapter Meeting with FEI NEO and NEO IAA

Joint meeting with the FEI NEO and the Northeast Ohio Chapter of the Institute of Internal Auditors (IIA)

Cleveland Cavaliers on the Forbes NBA Team Valuations List

Join FEI Northeast Ohio and the Northeast Ohio Chapter of IIA for a fun day of training, networking and NBA basketball as the Cavs face the Nets. 

REGISTER HERE


DATE AND SCHEDULE

Tuesday, March 11, 2025
1:45pm-5:15pm – Program
5:15pm-7:00pm – Dinner & Networking
7:00pm – Cleveland Cavaliers vs. Brooklyn Nets

Detailed Schedule
1:45 – 1:50pm:
Opening Announcements
1:50 – 3:20pm: Speakers: Alan Demir, Ron Gothelf, & Jeff Mueller (Grant Thornton)
Topic: Successful ERP Implementations Providing Efficiency, Risk Management and Controls Automation
3:20 – 3:40pm: Break
3:40 – 5:10pm: Lou Longo, Partner | Management Consulting | Global Services and Dave Andrea, Principal | Management Consulting | Global Services  (Plante Moran)
Topic: Understanding and Navigating Trade and Tariffs in the Trump Administration
This presentation will provide companies with a comprehensive understanding of tariffs and their impact on global trade. We will cover the Trump Administration’s tariff policies, potential future changes, and strategies to navigate these challenges. Additionally, we will discuss the future of North American trade, focusing on the USMCA and its review. Attendees will gain valuable insights and best practices to thrive in a dynamic trade environment.
5:10 – 5:15pm: Closing Announcements
5:15 – 7:00pm: Dinner & Networking
7:00pm: Cleveland Cavaliers vs. Brooklyn Nets

LOCATION

Rocket Mortgage Arena
1 Center Court, Cleveland, OH 44115
Enter through the Cleveland Cliffs Entrance located on the corner of East 6th and Huron Rd.

PARKING

Parking is pay on your own for this event and suggested parking can be found here.

SPECIAL INFORMATION

Tickets will be distributed via Seat Geek. Please make sure you register with an email tied to a valid Seat Geek account.

REGISTRATION FEES & INFORMATION

This event is in-person only and includes the CPE sessions, dinner, and Cavs ticket. 

IIA Members: $130
NEO FEI Members or Strategic Partners: $130
Non-Members: $140

There is an additional option available for those looking to only attend dinner and Cavs game:
Friends & Family Tickets: $140

REGISTER HERE