As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public

Size: px
Start display at page:

Download "As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public"

Transcription

1 Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. Throughout her tenure, Terri was dedicated to quality service for which she received the company s NCC Excel Award for extraordinary client and community service. She also was the recipient of the YWCA Women of Professional Excellence Award, TLOD Status of Women Award, and the NCNW Phenomenal Women of Extraordinary Leadership and Service Award and the National Coalition of 100 Black Women, Inc. Woman of Vision Award. Terri is a member of the National Black MBA Association, Inc., Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University.

2 As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public Accountants (OSCPA), Israel Bonds, SOCIUS and other technology groups and nonprofit organizations. Keeping the system and the source of trouble separated has been the standard for Jonathan and his team at Acendex as they have worked with nonprofit organizations for the past 25 years. Jonathan and his team find vulnerabilities in any information system-- vulnerabilities that could leave a system open to a breach or an audit failure and install proven defenses to protect those systems. Jonathan s influence and expertise extends from local to national and multi-national solutions that deliver system consistency, uniformity and control to ensure that expectations for security and uptime are met.

3 Kerri has served more than 60 nonprofits as a consultant, and worked for nonprofits in roles from Membership Manager to Development Director to Interim Executive Director for seven years prior to founding Mollard Consulting in Her 20-year career includes numerous opportunities to create and manage programs from strategy to implementation and assessment. Her largest project is serving as campaign counsel for the $16.5 million Reeb Avenue Center on the south side.

4 Brandon is a Principal at HW&Co. in the Accounting and Auditing Department. He also currently serves as the Director of Business Development for HW&Co., and also served as Director of HW Nonprofit Advisors Group for 10+ years. Brandon is a frequent speaker on various topics for the Ohio Society of Certified Public Accountants (OSCPA), United Way, Ohio Association of Nonprofit Organizations (OANO), the Cleveland Foundation, and other groups and nonprofit organizations. Currently, he serves on the Board and is the Treasurer of Beech Brook and is also a member of United Way Investment Committee's Health Impact Team. He has served as Chair of the Financial Institutions Organization Committee of the Cleveland Chapter of OSCPA and as Director of the OSCPA, Cleveland Chapter.

5 Rob Pivonka is a Partner with the law firm of Rolf Goffman Martin Lang LLP. Rob has twice been selected as one of Ohio s best employment law attorneys by his peers in the Super Lawyers publication, and also has been named several times in the National Super Lawyers Business Edition, recognizing him as one of the nation s top attorneys in the area of Employment Law. Rob concentrates his practice on representing and advising employers in connection with employment litigation and day-to-day operational issues concerning employees. He has litigated matters before numerous state and federal courts, and has represented employers before various state and federal administrative agencies.

6 Paul G. Putman joined the Advancement Team in November 2014 and is responsible for fostering and strengthening relationships with individuals, families and organizations that seek to turn their passion into purpose through philanthropy.paul joined the foundation in October 2008 as a Program Officer on the Community Responsive Grantmaking team where he facilitated grantmaking across multiple sectors by focusing on efforts to strengthen nonprofit organizations and improve access to services for underserved populations. p In this capacity, he also coordinated the Fenn Educational Fund and oversaw special projects. Most recently he provided leadership in the review of arts education in the Cleveland schools and supported the Cleveland Foundation summer internship program. Paul holds a doctorate in urban education from CSU with a focus on leadership and lifelong learning. He earned his master's in psychology, with a specialization in diversity management from CSU and his master's in education, guidance, and counseling from Eastern Illinois University. Paul earned his bachelor's in English from Kent State University.

7 Gene is a serial entrepreneur, speaker, and professional EOS Implementer, Gene Roberts helps business owners and their leadership teams get what they want from their business. Gene dedicates 100% of his time to teaching and facilitating the same tools and disciplines that brought him success. His firm, MiloHill Traction Partners helps business leaders Grow. Smart. In his highly interactive sessions, Gene shares tips and strategies on how entrepreneurs and senior executives can strengthen six key components to achieve high growth.

8 A Manager for HW Healthcare Advisors, Michael s specializations include facility operational overviews, IT System interfaces and management, budgeting and forecasting, data mining, HIPPA compliance, managed care analysis, records management and storage, corporate compliance, software implementations, policy and procedure development, litigation support and transitional support during facility ownership changes. Michael has over 25 years of experience in the Health Care field and has done work for large national and regional chains as well as single family-owned facilities. Previously, Michael served as Vice President for a large long- term care software company and managed the company s product development, including programming, installation, training and support. Mike s practice areas include: Benchmarking Analysis, Billing Software Implementation, Budgeting and Forecasts, Corporate Compliance, Cost Reports, Data Mining, Facility/Management Transition Support, HIPPA Compliance, Information Systems Management, IT System Interfaces, Litigation Support, Managed Care Analysis, Offsite Storage / Record Retention, and Policy and Procedure Development.

9 Mary Eileen is a principal in our tax services group and holds the appellation CERTIFIED FINANCIAL PLANNER Professional and ACCREDITED ESTATE PLANNER designation. Mary Eileen advises for-profit and non-profit entities on various tax and employee benefit matters. She speaks nationally on tax-related matters, participates in several non-profit boards and committees and has been a member of our practice since 1984.

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred

More information

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for

Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President

More information

Second Wednesday s. June 9, Planning for Future County Facility Needs

Second Wednesday s. June 9, Planning for Future County Facility Needs Second Wednesday s June 9, 2010 Planning for Future County Facility Needs PROGRAM DESCRIPTION In a time of declining resources and increased public demand for services, county building improvements must

More information

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m.

Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. Mark-Up Disclosure Requirements Thursday, September 14 2:15 p.m. 3:15 p.m. This session focuses on FINRA and MSRB mark-up disclosure requirements. Panelists discuss securities covered by the new rule,

More information

Navigating In-House Opportunities as a Litigator

Navigating In-House Opportunities as a Litigator Navigating In-House Opportunities as a Litigator ACC Litigation Legal Quick Hit, January 24th 2017 Presented by Sharla Toller, Managing Director, DC IHPG and Krystal Muñiz, Managing Director, DC SPG Consultant

More information

Sharon A. Jones, FAHP, CFRE Vice President of Development Haven Hospice Gainesville, FL

Sharon A. Jones, FAHP, CFRE Vice President of Development Haven Hospice Gainesville, FL Sharon A. Jones, FAHP, CFRE Vice President of Development Haven Hospice Gainesville, FL Sharon Jones started her career in health care fundraising in 1991. She is Vice President of Development at Haven

More information

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT

VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT VIRGINIA JAYCEES STATE MEETING WORKING DOCUMENT February 14-17,2019 Holiday Inn 21st Street, Virginia Beach, Virginia FRIDAY 6:00pm 8:00pm CONFERENCE REGISTRATION 6:30pm JCI Senate/Life Member Association

More information

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business U.S. Trust cordially invites you to THE OWNER s JOURNEY Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business WEDNESDAY, MAY 3, 2017 7:30 a.m. 9:30 a.m. U.S. TRUST 280

More information

Insights into the Philanthropic Mind:

Insights into the Philanthropic Mind: Insights into the Philanthropic Mind: What Charitable Gift Planners and Advisors Need to Know 2017 Western Regional Planned Giving Conference June 1, 2017 Marguerite H. Griffin Director, Philanthropic

More information

Northwestern University School of Law, Senior Research Honors. Northwestern University, Departmental Honors Thesis

Northwestern University School of Law, Senior Research Honors. Northwestern University, Departmental Honors Thesis Karl D. Camillucci Professionals Holland & Knight http://www.hklaw.com/karl-camillucci/ Page 1 of 1 7/10/2015 Karl D. Camillucci Associate Chicago T 312.578.6597 karl.camillucci@hklaw.com Profile Publications

More information

Lynn E. Turner Managing Director

Lynn E. Turner Managing Director Lynn E. Turner Managing Director 725 South Figueroa Street, Suite 2950 Los Angeles, CA 90017 main: 213.222.0870 fax : 888.222.6001 lturner@litinomics.com Lynn E. Turner is a Managing Director within the

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

SHAPING TODAY THE FUTURE 2017 MID-IOWA FALL CONFERENCE. REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa

SHAPING TODAY THE FUTURE 2017 MID-IOWA FALL CONFERENCE. REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa SHAPING THE FUTURE TODAY REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa 2017 MID-IOWA PLANNED GIVING COUNCIL FALL CONFERENCE KEYNOTE SPEAKERS Michael Kenyon President

More information

Morowitz Gaming Advisors, LLC presents GAMES. Gaming Management Executive Series

Morowitz Gaming Advisors, LLC presents GAMES. Gaming Management Executive Series Morowitz Gaming Advisors, LLC presents GAMES Gaming Management Executive Series Detailed Instructor Biographies September 2008 through June 2009 Instructors for Morowitz Gaming Advisors, LLC Cory Morowitz,

More information

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students RCA MISSION Protect investors and financial markets as the exclusive authority for compliance education, training, accreditation, certification, skills assessment, and employee development. 1 WHO WE SERVE

More information

PRACTICAL STRATEGIES FOR DOING BUSINESS IN CHINA Thursday, October 25, 2007

PRACTICAL STRATEGIES FOR DOING BUSINESS IN CHINA Thursday, October 25, 2007 PRACTICAL STRATEGIES FOR DOING BUSINESS IN CHINA Thursday, October 25, 2007 AGENDA 3:00 p.m. 3:30 p.m. Registration/Networking 3:35 p.m. 3:45 p.m. Welcoming Remarks 3:50 p.m. 5:00 p.m. Nancy J. Sennett,

More information

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing

Conference Speakers. Bo Armstrong, DataPath, Director of Marketing Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing

More information

Karen Meshad Baldwin

Karen Meshad Baldwin Karen Meshad Baldwin 1973 Nottingham Place Tuscaloosa, AL 35406 (205) 345-1694(H), 348-3393(W) EDUCATION Ed.D. (2008) Administration of Higher Education, The University of Alabama M.A. (1978) American

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

B U R F O R D QUARTERLY

B U R F O R D QUARTERLY B U R F O R D QUARTERLY A review of litigation and arbitration finance AUTUMN 2016 ISSUE Recent rulings Judgment enforcement research update Year-end planning Arbitration finance CONTENTS The impact of

More information

Jennifer Robinson. Focus Areas. Overview

Jennifer Robinson. Focus Areas. Overview Office Managing Shareholder Co-Chair, Hospitality Industry Group 333 Commerce Street Suite 1450 37201 main: (615) 383-3033 direct: (615) 383-3374 fax: (615) 383-3323 jenrobinson@littler.com Focus Areas

More information

LISA TILTON-McCARTHY

LISA TILTON-McCARTHY LISA TILTON-McCARTHY Lisa Tilton-McCarthy received a B.A. in English from Texas A&M University in College Station and graduated summa cum laude from South Texas College of Law in Houston. She was Editor-in-Chief

More information

Automotive Supply Industry Law

Automotive Supply Industry Law Automotive Supply Industry Law A Better Partnership Warner Norcross & Judd LLP 1 The speed at which your business grows depends upon the ability to anticipate what s around the curve. Our automotive attorneys

More information

GORDON J. CAMPBELL 3 Peter Cooper Road, #12 C New York, New York

GORDON J. CAMPBELL 3 Peter Cooper Road, #12 C New York, New York GORDON J. CAMPBELL 3 Peter Cooper Road, #12 C New York, New York 10010 646.373.4524 EMPLOYMENT: 2012 Current Professor of Practice New York University Robert F. Wagner Graduate School of Public Service

More information

Launching an Ambassador Board. Presented by Jessica Elkan

Launching an Ambassador Board. Presented by Jessica Elkan Launching an Ambassador Board Presented by Jessica Elkan What is an Ambassador Board? An Ambassador Board can serve many purposes for varying organizations. For this presentation, I m defining an Ambassador

More information

Erika Brown Global Head of Diversity and Inclusion Bloomberg L.P. (212)

Erika Brown Global Head of Diversity and Inclusion Bloomberg L.P. (212) Erika Brown Global Head of Diversity and Inclusion Bloomberg L.P. ebrown133@bloomberg.net (212) 617-4383 Erika Irish Brown is Bloomberg L.P. s Global Head of Diversity and Inclusion. In this role, she

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

FRANCES M. PANTALEO, ESQ.

FRANCES M. PANTALEO, ESQ. FRANCES M. PANTALEO, ESQ. Frances M. Pantaleo is a partner at Bleakley Platt & Schmidt LLP, and the head of its Elder Law and Special Needs Planning groups. She handles a broad range of matters with a

More information

Laura A. Lindner. Focus Areas. Overview

Laura A. Lindner. Focus Areas. Overview Shareholder 111 East Kilbourn Avenue Suite 1000 Milwaukee, WI 53202 main: (414) 291-5536 direct: (414) 291-4038 fax: (414) 291-5526 llindner@littler.com Focus Areas Litigation and Trials Discrimination

More information

CPD Bootcamp. Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients.

CPD Bootcamp. Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients. CPD Bootcamp Adding value to your role as in-house counsel: Working together to deliver value to our mutual clients Presenters Bios November 2, 2017 MODERATOR Chris (Christopher) E. Pinnington Dentons

More information

Giovanna Tiberii Weller

Giovanna Tiberii Weller Giovanna Tiberii Weller Partner Office: New Haven, CT Phone: 203.575.2651 Fax: 203.575.2600 Email: gweller@carmodylaw.com Service Areas Appeals Employment Litigation Labor & Employment Litigation Products

More information

Director Phillip Bain Chief Executive Officer (CEO)

Director Phillip Bain Chief Executive Officer (CEO) Phillip Bain Chief Executive Officer (CEO) Phillip Bain was appointed as CEO in August 2014 after three years as CEO of the Goulburn Valley Medicare Local. He has had extensive experience in health policy

More information

2017 Entrepreneurial Summit

2017 Entrepreneurial Summit 2017 Entrepreneurial Summit Las Vegas, Nevada September 25-27, 2017 Building a Bigger, Brighter Future AFG Brokerage Welcomes You to the 2017 Entrepreneur Summit At AFG Brokerage our Purpose is to: Make

More information

2018 WELD Cleveland Emerging Professionals Series March

2018 WELD Cleveland Emerging Professionals Series March 2018 WELD Cleveland Emerging Professionals Series March Sponsor Jeannine Gury Alexandria Boone Katherine Brandt Kathy Sterio Meet our 2018 Women WELDing the Way! These women have earned their accomplishments

More information

Recognition. Reward. Opportunity. The APEX Group. For Producer Use Only. Not For Use With The General Public.

Recognition. Reward. Opportunity. The APEX Group. For Producer Use Only. Not For Use With The General Public. Recognition. Reward. Opportunity. The APEX Group For Producer Use Only. Not For Use With The General Public. THIS IS YOUR TEAM As a Guardian Elite Producer, you ve earned a higher level of support with

More information

the practice of law the way it should be

the practice of law the way it should be at a glance A 200 attorney Firm with 50 partners in a single office where collaboration and collegiality are valued the practice of law the way it should be 100% attorney pro bono participation for over

More information

The Garemani Group at Morgan Stanley Smith Barney

The Garemani Group at Morgan Stanley Smith Barney The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani

More information

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m.

Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. Ask the Regulator and Industry Experts Thursday, September 14 3:30 p.m. 4:30 p.m. During this session, panelists answer your questions related to the fixed income regulatory landscape. Panelists also address

More information

Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado to present. Founding Member.

Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado to present. Founding Member. MELINDA M. HARPER, CPA/ABV/CFF, CFE harper@harperhofer.com (303) 486 0012 EMPLOYMENT Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado 80203. 2004 to present. Founding Member.

More information

Gregory H. Chertoff, Esq. Peckar & Abramson, P.C. 41 Madison Avenue 20th Floor New York, NY

Gregory H. Chertoff, Esq. Peckar & Abramson, P.C. 41 Madison Avenue 20th Floor New York, NY Gregory H. Chertoff, Esq. Peckar & Abramson, P.C. 41 Madison Avenue 20th Floor New York, NY 10010 gchertoff@pecklaw.com (212) 382-0909 Gregory H. Chertoff is the co-managing partner of Peckar & Abramson

More information

LEADERSHIP WITH PURPOSE AND PASSION THURSDAY APRIL 26 TH 2018, 6:00PM-9:00PM

LEADERSHIP WITH PURPOSE AND PASSION THURSDAY APRIL 26 TH 2018, 6:00PM-9:00PM LEADERSHIP WITH PURPOSE AND PASSION THURSDAY APRIL 26 TH 2018, 6:00PM-9:00PM Carey Arnett President Arnett & Burgess Pipelines CPC Board of Governor As President of Arnett & Burgess Pipeliners, Carey is

More information

Daniel Bothe

Daniel Bothe Daniel Bothe 858-204-3866 dbothe@pointloma.edu Education ANDERSON UNIVERSITY ~ Anderson, Indiana Expected completion 2017 Doctor of Business Administration, Finance GPA 4.0 Comprehensive examinations successfully

More information

a business law firm for modern times. High-quality legal services for individuals and businesses since sussmanshank.com

a business law firm for modern times. High-quality legal services for individuals and businesses since sussmanshank.com a business law firm for modern times. High-quality legal services for individuals and businesses since 1960. sussmanshank.com ABOUT US taking care of business. What does taking care of business mean to

More information

Denver H. Travis, Ph.D., CFA

Denver H. Travis, Ph.D., CFA Department of Finance Updated: April 2017 Erivan K. Haub School of Business Phone: 610.660.1670 Saint Joseph s University E-Mail: denver.travis@sju.edu 5600 City Avenue SSRN: http://ssrn.com/author=2271786

More information

Bruce L. Birnbaum, J.D., LL.M., CLTC Financial Adviser

Bruce L. Birnbaum, J.D., LL.M., CLTC Financial Adviser Tel: (631) 465-9090 Ext. 5019 Fax: (631) 465-9091 bbirnbaum@jhnetwork.com Lighthouse Financial Network Building 575 Broadhollow Road Melville, NY 11747 www.birnbaumadvisory.com Bruce L. Birnbaum, J.D.,

More information

Hudson and Holland Advisors, LLC. Legal Name of Consulting Firm or Independent Consultant:

Hudson and Holland Advisors, LLC. Legal Name of Consulting Firm or Independent Consultant: Legal Name of Consulting Firm or Independent Consultant: Legal Structure of Organization: Hudson and Holland Advisors, LLC Limited Liability Corporation Year Practice Founded: 2012 Number of Individuals

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

An Experienced Approach to Private Equity

An Experienced Approach to Private Equity An Experienced Approach to Private Equity Monument MicroCap Partners, LLC (MMP) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

Batya F. Forsyth Partner

Batya F. Forsyth Partner Batya is the chair of the firm's Litigation Section and co-chair of the Privacy, Data Security and Information Governance group. She is a Certified Information Privacy Professional (US) with the International

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company

Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company FOR IMMEDIATE RELEASE FOR MORE INFORMATION CONTACT: August 2, 2017 Ty Mays @ (770) 256-8710 tmays@paragoncommunications.net Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company

More information

THE KCI TEAM: BIOGRAPHICAL SUMMARIES

THE KCI TEAM: BIOGRAPHICAL SUMMARIES THE KCI TEAM: BIOGRAPHICAL SUMMARIES Nicole Nakoneshny Senior Vice President, Strategy An experienced development professional, Nicole Nakoneshny brings two decades of experience in the non-profit sector

More information

Robert C. Long. Focus Areas. Overview

Robert C. Long. Focus Areas. Overview Co-Chair, Business Restructuring Practice Group Shareholder Wells Fargo Center 333 SE Second Avenue, Suite 2700 Miami, FL 33131 main: (305) 400-7500 direct: (614) 463-4215 fax: (305) 603-2552 rlong@littler.com

More information

Richard R. Frank, MBA, CPA President and CEO

Richard R. Frank, MBA, CPA President and CEO Richard R. Frank, MBA, CPA President and CEO Richard R. Frank is the President and CEO of. A Cleveland area native, growing up in Rocky River, Ohio, Rich attended and graduated from St. Edward High School

More information

JOHN JACK R. TUPMAN, JR CURRICULUM VITAE

JOHN JACK R. TUPMAN, JR CURRICULUM VITAE JOHN JACK R. TUPMAN, JR CURRICULUM VITAE September 2018 John R. Tupman, Jr. is a consultant focused on business development and licensing in the life sciences industry. He is currently working as a consultant

More information

Health Care Expert Panel Bios

Health Care Expert Panel Bios Health Care Expert Panel Bios Norman C. Mosrie (Chair) Norman is a partner with DHG Healthcare in the Charleston, WV office. His over 30 years of experience includes providing a wide variety of audit and

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m.

The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m. The Three Lines of Defense: Risk Management Supervision, Compliance and Internal Audit Monday, May 21 3:00 p.m. 4:00 p.m. Compliance and business supervision roles are becoming difficult to differentiate.

More information

The dos Santos Group at Morgan Stanley

The dos Santos Group at Morgan Stanley The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com

More information

Michigan County Treasurers

Michigan County Treasurers SPEAKER PROFILE ~~ BEN STONE As Relationship Manager, Ben Stone is responsible for delivering investment, checking and treasury management services to the bank's existing public sector clients and attracting

More information

Michael G. Menkowitz Partner

Michael G. Menkowitz Partner Michael G. Menkowitz Partner Philadelphia, PA Tel: 215.299.2756 Fax: 215.299.2150 mmenkowitz@foxrothschild.com For nine consecutive years, Michael has been ranked as one of the leading bankruptcy and restructuring

More information

The Triantafel Rumps Group at Morgan Stanley

The Triantafel Rumps Group at Morgan Stanley 2 TEAM 4 PROCESS 8 CONTACT The Triantafel Rumps Group at Morgan Stanley THE TRIANTAFEL FAVATA RUMPS GROUP A Morgan Stanley Oak Brook 2211 York Road Suite 100 Oakbrook, IL 60523 William C. Triantafel, CIMA

More information

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know

1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Print Page 2016 ACC Annual Meeting October 16-19, San Francisco, CA Wednesday, October 19, 2016 11:00 AM - 12:30 PM 1004: Corporate Communications and Attorney-Client Privilege: What You Need to Know Edward

More information

Chief Executive Officer North Carolina Association

Chief Executive Officer North Carolina Association Andrea Bushnell Chief Executive Officer North Carolina Association Andrea Bushnell is the Chief Executive Officer of the North Carolina Association of REALTORS. A lawyer, Andrea has more than 20 years

More information

STEVEN E. CHESTER OF COUNSEL ONE DETROIT CENTER 500 WOODWARD AVENUE SUITE 2700 DETROIT, MI

STEVEN E. CHESTER OF COUNSEL ONE DETROIT CENTER 500 WOODWARD AVENUE SUITE 2700 DETROIT, MI STEVEN E. CHESTER Steven Chester, of counsel with Foley & Lardner LLP, has 28 years of both government and private practice experience in all aspects of environmental law and litigation. He is a member

More information

Janet Kaufman. Board President

Janet Kaufman. Board President Janet Kaufman Board President Janet Kaufman is a retired librarian with expertise in information services and library management, and was president of the Ontario Library Association in 2006. In the past

More information

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with

More information

Board of Directors Sacramento Chapter ASTD 2012

Board of Directors Sacramento Chapter ASTD 2012 Tyler Wade President 2012 (916) 607-1976 tyler.wade@ppldev.com Tyler is looking forward to 2012 and another successful year of growth and engaging professional programs for the Sacramento Chapter of the

More information

2018 WELD Cleveland Leadership Series January

2018 WELD Cleveland Leadership Series January 2018 WELD Cleveland Leadership Series January Patty Bollheimer Mary Johnson Holly Matson Kate Bang (Moderator) January 16, 2018 Tuesday Networking 7:30am-8:00am Hosted by: Program 8:00am-9:30am Boys &

More information

THE AMERICAN INTELLECTUAL PROPERTY LAW ASSOCIATION RECOMMENDATIONS REGARDING QUALIFICATIONS FOR

THE AMERICAN INTELLECTUAL PROPERTY LAW ASSOCIATION RECOMMENDATIONS REGARDING QUALIFICATIONS FOR THE AMERICAN INTELLECTUAL PROPERTY LAW ASSOCIATION RECOMMENDATIONS REGARDING QUALIFICATIONS FOR THE NEXT DIRECTOR AND DEPUTY DIRECTOR OF THE U.S. PATENT AND TRADEMARK OFFICE Revised and approved, AIPLA

More information

CHARLESTON, Il. -- In establishing a second floor law office above a bank building in 1935,

CHARLESTON, Il. -- In establishing a second floor law office above a bank building in 1935, CHARLESTON, Il. -- In establishing a second floor law office above a bank building in 1935, H. Ogden Brainard encountered at least one significant problem. He used to say that he could have read Shakespeare

More information

JASON HUSGEN. St. Louis, MO office:

JASON HUSGEN. St. Louis, MO office: JASON HUSGEN Senior Counsel St. Louis, MO office: 314.480.1921 email: jason.husgen@ Overview Clever, thorough, and with a keen knowledge of the law, Jason tackles complex commercial disputes as part of

More information

2018 SLATE Board of Directors

2018 SLATE Board of Directors 2018 SLATE Board of Directors Position Name Term Member-at-Large Jacqueline Akerblom 2018-2020 Member-at-Large Jodi Duva 2018-2020 Member-at-Large Lisa Perrine 2018-2020 Member-at-Large Jeff Winston 2018-2020

More information

Michael B. Abbott. Partner

Michael B. Abbott. Partner Michael B. Abbott Partner michael.abbott@faegrebd.com Contact Information 801 Grand Avenue, 33rd Floor Des Moines, Iowa 50309 T: +1 515 447 4720 F: +1 515 248 9010 Services & Industries Private Equity

More information

Teresa V. Pahl Partner

Teresa V. Pahl Partner Teresa represents clients in all phases and aspects of their businesses. Teresa s expertise includes matters involving general corporate law, securities law and real property law. Teresa works with early-stage

More information

Mr. Andreas (Andy) Wilfong

Mr. Andreas (Andy) Wilfong Mr. Andreas (Andy) Wilfong, Founder and President, has led Infinity Systems Engineering since 1996 to 21 straight years of company growth supporting space and ground systems in the Department of Defense

More information

The Fortress Group at Morgan Stanley

The Fortress Group at Morgan Stanley The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com

More information

Decatur is Growing Gardeners (DIGG), Treasurer, Decatur, IL, June Present

Decatur is Growing Gardeners (DIGG), Treasurer, Decatur, IL, June Present Board of Governors Four people will be elected to serve the terms of 2016-2019. Charla V. Bond-Jones Professional Background: Charla is a Staff Internal Auditor with Archer Daniels Midland (ADM). She recently

More information

Executive Compensation Strategic Overview

Executive Compensation Strategic Overview August 2009 Executive Compensation Strategic Overview Pacific Northwest Group at Morgan Stanley Smith Barney a corporate client group of Morgan Stanley Smith Barney Eric Flaten Paul Jackson Executive Compensation

More information

IIA Saskatchewan Chapter Board of Governors Profiles June May 2015

IIA Saskatchewan Chapter Board of Governors Profiles June May 2015 Executive President David Helberg, MBA, CIA, CFE, CRMA Manager, Internal Audit & Corporate Ethics Page 1 Cameco Corporation 2121-11th Street West Saskatoon, Saskatchewan S7M 1J3 Phone: 306.956.8045 Email:

More information

The Caiazzo Mento Group at Morgan Stanley

The Caiazzo Mento Group at Morgan Stanley The Caiazzo Mento Group at Morgan Stanley 1200 LENOX DR., STE 300 LAWRENCEVILLE, NJ 08648 609-844-7923 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX www.morganstanleyfa.com/caiazzomentogroup rick.caiazzo@morganstanley.com

More information

Robert A. Ratliff 1040 Mary Ann Lane Bucyrus, OH 44820

Robert A. Ratliff 1040 Mary Ann Lane Bucyrus, OH 44820 Robert A. Ratliff 1040 Mary Ann Lane Rockledge City Manager Search May 31, 2016 RE: City Manager Dear Search Committee, I am submitting my materials for consideration as Rockledge City Manager. I currently

More information

Pine Harbor Group at Morgan Stanley. Seeing the forest and the trees

Pine Harbor Group at Morgan Stanley. Seeing the forest and the trees Pine Harbor Group at Morgan Stanley Seeing the forest and the trees 40701 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 248-723-1800 / MAIN 800-334-8866 / TOLL-FREE 248-723-1850 / FAX www.morganstanleyfa.com/pineharbor/

More information

Pro Bono Legal Service

Pro Bono Legal Service Pro Bono Legal Service 2 Debevoise & Plimpton 2 Environmental Justice Scenic Hudson, a nonprofit organization dedicated to protecting and restoring the Hudson River and Hudson River Valley of New York

More information

Why trot when you can gallop? 8 questions to ask broker-dealers when considering independence.

Why trot when you can gallop? 8 questions to ask broker-dealers when considering independence. Why trot when you can gallop? 8 questions to ask broker-dealers when considering independence. Increasingly, advisors are contemplating becoming independent business owners to experience the freedom and

More information

Contact us at

Contact us at Contact us at www.michellenedavis.com About Michellene As a shining representative for the betterment of others, Michellene Davis is one of life s specially gifted trailblazers. Her multi-faceted skill

More information

Attorney Business Plan. Sample 3

Attorney Business Plan. Sample 3 Attorney Business Plan 3 Attorney Business Plan 3 I have been a trial lawyer in Denver for nearly 25 years, the last seven serving as the first-chair litigator at Denver office. At, I have been in charge

More information

Course Name: Financial Executives Roundtable

Course Name: Financial Executives Roundtable Course Name: Financial Executives Roundtable Speakers: Beth Bull, Communities Foundation of Texas David Chavenson, Alon USA Energy Company Loren Greaves, The Rosewood Corporation Paul Willey (Moderator),

More information

YOU CREATE. YOU INNOVATE. WE PROTECT.

YOU CREATE. YOU INNOVATE. WE PROTECT. Patent Brochure YOU CREATE. YOU INNOVATE. WE PROTECT. Unique. Just like your ideas. Whether you are managing a large, multi-national patent portfolio or pursuing funding to jump-start your portfolio, Brooks

More information

Margaret A. Clemens. Focus Areas. Overview

Margaret A. Clemens. Focus Areas. Overview Shareholder 375 Woodcliff Drive 2nd Floor 14450 main: (585) 203-3400 direct: (585) 203-3444 fax: (585) 203-3414 mclemens@littler.com 900 Third Avenue New York, NY 10022 main: (212) 583-9600 direct: (585)

More information

The Veritas Group at Morgan Stanley. Truth to Earn Your Trust

The Veritas Group at Morgan Stanley. Truth to Earn Your Trust The Veritas Group at Morgan Stanley Truth to Earn Your Trust 7124 W. Central Avenue Toledo, OH 43617 419-842-5300 / MAIN 800-458-1066 / TOLL-FREE 419-842-5370 / FAX www.morganstanleyfa.com/veritasgroup

More information

Alison N. Davis. Focus Areas. Overview

Alison N. Davis. Focus Areas. Overview Office Managing Shareholder 815 Connecticut Avenue NW Suite 400 20006 main: (202) 842-3400 direct: (202) 772-2533 fax: (202) 842-0011 andavis@littler.com Focus Areas Discrimination and Harassment Training

More information

Meet the Senior Leadership Of Bendix Commercial Vehicle Systems LLC

Meet the Senior Leadership Of Bendix Commercial Vehicle Systems LLC Meet the Senior Leadership Of Bendix Commercial Vehicle Systems LLC Joe McAleese is Chairman of Bendix Commercial Vehicle Systems LLC (BCVS). He is a member of the three-person Bendix Executive Board.

More information

Play YOUR Game: Creating and Running a Championship Business. Wednesday, February 27, 2019

Play YOUR Game: Creating and Running a Championship Business. Wednesday, February 27, 2019 Play YOUR Game: Creating and Running a Championship Business Wednesday, February 27, 2019 Naples Hilton 5111 Tamiami Trail North, Naples, FL 34103 Conference Chair: Kena Yoke Presented by Play YOUR Game:

More information

2018 EMPLOYMENT LAW SYMPOSIUM PRESENTERS

2018 EMPLOYMENT LAW SYMPOSIUM PRESENTERS Rapid Fire Legal Update Devon Williams ddwilliams.com 919.277.9132 Devon's experience focuses on a wide range of labor and employment issues, including wage and hour matters, federal contractor compliance,

More information

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax:

Enayat Qasimi. Partner. Experience M Street, NW Suite 450N Washington, DC Phone: Fax: 2018 Whiteford, Taylor & Preston LLP Enayat Qasimi Partner 1800 M Street, NW Suite 450N Washington, DC 20036 Phone: 202.659.6792 Fax: 202.327.6174 Email: eqasimi@wtplaw.com Experience Mr. Qasimi?s practice

More information

Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to

Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to Our Story The Sidhu Group started in 2016 with the core belief that growing organizational and leadership capacity is one the most powerful ways to impact our world. We know from our experience that a

More information

Brandon R. Mita. Overview

Brandon R. Mita. Overview Associate 815 Connecticut Avenue NW Suite 400 Washington, DC 20006 main: (202) 842-3400 direct: (202) 789-3407 fax: (202) 842-0011 bmita@littler.com Overview Brandon R. Mita represents employers in various

More information

2 ND ANNUAL. Family Enterprise Risk Forum

2 ND ANNUAL. Family Enterprise Risk Forum 2 ND ANNUAL Family Enterprise Risk Forum June 6, 2018 Welcome to our Second Annual Family Enterprise Risk Forum We are committed to keeping you informed on emerging risks, their impact on family enterprises

More information