When: October 22, 2010
Where: Quaker Square Inn at The University of Akron
CPE Credit 7 CPE Credits
Registration fee: $50.00 (lunch included) - Register online.
8:00–8:30 a.m. - Registration and Continental Breakfast
8:30–9:45 a.m. - Clarke Price, New Challenges and Opportunities for the Accounting Profession
The business and accounting environments are constantly changing. Often accountants and business professionals become aware of and respond to new challenges way too late. This session will focus on new challenges and opportunities that accountants and business professionals should expect in the short and intermediate term. The speaker will address selected new developments and discuss how they will affect the effectiveness of accounting professionals and the opportunities they might create.
10:00–11:15 a.m. - Don Misheff, Personal Branding and Professional Leadership
Technical skills in accounting and business are necessary but it is often reported that soft skills explain up to 90 percent of a person’s success in business. Highly effective leaders have exceptional soft skills. This session will focus on critical soft skills that brand and distinguish accounting and business professionals and make them effective leaders in their organizations.
11:25–12:30 P.M. - Becky Hoover, Managing Bullies in the Workplace
Abusive employees, bosses and clients sap the energy and effectiveness of everyone in the workplace. Bullies are often arrogant and research has shown that even the arrogant are negatively affected by their own behavior. This session will focus on how to manage bullies in the workplace and how to strike an effective balance between strong leadership and a productive work environment.
12:25–1:15 P.M. - Lunch
1:15–2:55 P.M. - Jeff Fickes & Bob Nemeth, Is “Success” within Your Succession Planning?
Succession planning is an issue of interest to employees, managers, senior executives, and owners in all areas of business and at virtually every level in the organization. In this session, you will learn about issues, challenges, and best practices related to selecting successors for positions within your organization, for business units, for partnerships, and entire operations
3:15–4:55 P.M. - Amanda Gordon (moderator), George Sarkis, Sean Demlow & Steve Hendricks, Financial Expert Roundtable – “The Capital is Out There If You Know Where to Look”
This roundtable brings together professionals from banking, public finance and private equity to inform you and let you know which capital resources are still available after the recent market turmoil and regulatory changes that will change financial markets for the foreseeable future.
Clarke Price, CAE
President & CEO of The Ohio Society of CPAs (OSCPA). The Ohio Society of CPAs has 23,000 members and is the 4th largest state organization serving CPAs (trailing NY, CA & TX). Under his leadership, the OSCPA won numerous accolades, including its selection in 2006 as one of 9 “remarkable associations” as part of an extensive nationwide study of successful associations that was led by Good to Great author Jim Collins, that culminated in publication of the book 7 Measures of Success: What Remarkable Associations Do That Others Don’t. Clarke’s career highlights include 38 years with the OSCPA (20 as President & CEO), an extensive PR background, and a36 years as a registered lobbyist. He has been recognized as “one of the 100 most influential people in the accounting profession” by Accounting Today on 10 occasions.
In 2001, Clarke was honored with the American Institute of Certified Public Accountants’ (AICPA) Distinguished Service Award; recognized as the “technology superstar of 2001” by Accounting Technology magazine; and named a Fellow of the American Society of Association Executives (ASAE) – an honor conferred upon less than 1% of association executives in the U.S. During his career, he has chaired two AICPA national committees: Accounting Careers Committee and Accountants Legal Liability Committee. In 2008-2009, he served as Chairman of the Board of the ASAE, the preeminent organization serving the association community in the U.S. with over 24,000 members.
Northeast Ohio managing partner of Ernst & Young. A graduate of The University of Akron’s George W. Daverio School of Accountancy, Don has 31 years of public accounting experience. He serves as an advisory partner to key Northeast Ohio-based clients including Sherwin-Williams, The J.M. Smucker Company, OM Group, AGMC and Aleris. He has significant experience in accounting for income taxes and corporate taxation in the manufacturing industry. In addition to his other responsibilities, Don serves as Ernst & Young’s lead tax partner for a wide variety of Northeast Ohio companies. His clients include The J. M. Smucker Company, PolyOne, NACCO, Diebold, Goodyear, The Davey Tree Company and the House of LaRose. He serves as a member and chairman on various Northeast Ohio boards including: Greater Cleveland Partnership; Greater Akron Chamber (Emeritus); Akron Tomorrow; Team NEO; Co-Chair, Cleveland Plus; WAPS-FM 91.3 Advisory Board; Greater Cleveland Sports Commission; Chairman, Firestone Country Club; Assistant Treasurer, The Pepper Pike Club; Bridgestone Invitational Championship Council; Playhouse Square Foundation; University of Akron Foundation; Northern Ohio Golf Charities Trustee; Chairman, Tri C Foundation; Ashland University; BioEnterprise; Finance Chair, Mayor’s Special Group Plan Commission (Cleveland).
Don is an alumnus of Leadership Cleveland and has been recognized as a distinguished alumnus of The University of Akron’s Business School, The University of Akron’s Accounting Program, and was named one of Inside Business’s “100 Most Influential People” in Northeast Ohio. Don is a CPA and member of the Ohio and American Society of Certified Public Accountants. He and his wife, Cindy, have two daughters, Kaitlyn and Erin, and reside in Silver Lake, Ohio.
Director of Employee Relations and Immigration Services at The University of Akron. She developed and now directs a program for resolving workplace disputes using mediation and other collaborative approaches. She is also responsible for overseeing compliance with the Americans with Disabilities Act, Title IX, and other employment laws.
Formerly, Becky served in the Office of the President at The University of Akron and in Human Relations at Purdue University. Before devoting herself full-time to university administration, she was an attorney and mediator in private practice. She received her JD from Ohio State University and her PhD in Public Administration from The University of Akron.
Sean T. Demlow
Vice President in the private investment-banking firm of MelCap Partners. He has vast and diverse experience in mergers and acquisitions, commercial banking, and business ownership. Since 1990, Sean has held numerous positions within the commercial banking industry, starting out as a bank examiner for the Ohio Department of Commerce, and later gaining experience in the private sector in acquisitions, commercial credit analysis, asset-backed securitizations, subordinated debt financing, and regulatory reporting. Sean holds a BSBA in Finance from The University of Akron and an MBA from Kent State University. He is a Certified Mergers & Acquisition Advisor and is a registered Series 63 Uniform Securities Agent and a Series 79 Limited Representative in Investment Banking.
Partner in the law firm of Roetzel & Andress. She has more than 20 years of experience in the practice of public law and public finance. She focuses her practice on representation of counties, municipalities, townships, school districts, port authorities and other public authorities as bond counsel and in general counsel capacities. She also practices in the areas of economic development and regional cooperation with extensive experience in economic development incentives, cooperative developmental structures and public/private partnerships. She also maintains a state-wide public finance practice and has represented public bodies across the state including counties, cities, villages, school districts, libraries, townships, port authorities, transit authorities, and other public bodies, as well as the State of Ohio. Amanda’s experience spans all aspects of public finance law, including federal tax law and federal and state securities laws in connection with general obligation financings, revenue obligations, special obligations and complex structures involving a myriad of securities sources and structures. Amanda holds a JD from Case Western Reserve University and a B.S. from The University of Akron.
Jeffrey A. Fickes
Partner in the law firm of Roetzel & Andress. He focuses his practice in the following areas: corporate and general business law; mergers & acquisitions; banking & finance law; commercial law; deferred compensation; and tax law. His specialties include private equity financing, private securities offerings and bond financing, and leasing. He acts as general counsel for many closely-held businesses and represents both privately-held and publicly-traded corporations in various industries, including manufacturing, distribution, banking, real estate development, professional services and technology. He holds JD and MBA degrees from The Ohio State University and a BS Accounting degree from The University of Akron. Jeff has served in leadership positions in such community organizations as Greater Akron Chamber Economic Development Council, Greater Akron Chamber Investor Relations Committee, Greater Akron Chamber Small Business Council, Copley-Fairlawn Schools Foundation, and Cascade Capital Corporation Loan Approval Committee.
Senior Vice President and Manager of Commercial Banking division at FirstMerit Bank in Akron, Ohio. Steve has held various leadership roles during his 20 plus year banking career. Steve is a graduate of Ohio University with a double major in Finance and Quantitative Business Analysis. He started his banking career as a mobile teller for a Bank in Cleveland, Ohio while attending college. Upon graduation from Ohio University he was hired as a credit analyst, and was later promoted to a Business Banking lending position. He moved to the Akron area in 1990 and has held various Commercial Banking positions since that time, including leadership roles as a Team Leader and then Senior Lender.
Steve is currently a Board member of the Akron Area YMCA; Partnership with Youth Chairman for the Riverfront Branch of the Akron Area YMCA; Board member of American Red Cross; Board and Executive member of Downtown Akron Partnership, member of Stow PTA, past Board member of Kent Chamber; and graduate of Leadership Akron Class 25. He has also participated in and chaired several committees associated with Kent Regional Business Alliance and Kent BTECH.
principal with the professional accounting services firm of Apple Growth Partners and leads the firm’s business succession planning team. His diverse background includes expertise in business valuation, litigation support and estate planning. Bob has over twenty years of experience as a CPA and he is currently President of the northern Ohio chapter of the National Association of Certified Valuation Analysts. Bob is also a Certified Fraud Examiner. He has been retained to perform consulting and valuation services involving mergers and acquisitions, estate planning, divorces, estate & gift tax, allocation of acquisition price, family limited partnerships, buy-sell agreements, stockholder disputes and other litigated matters.
Bob received his BSBA from John Carroll University where he is currently a member of the Accounting Advisory Board and the Magis Advisory Group. Bob is also active in the Estate Planning Council of Cleveland, The Center for Principled Family Advocacy and the Ohio Employee Ownership Center.
Partner in the law firm of Roetzel & Andress. His practice focuses on public and private capital markets finance, economic development, tax increment financing, and regional governmental cooperation. George represents clients on a wide spectrum of financing matters, including serving as bond counsel, underwriters counsel, and bank counsel, with clients such as the State of Ohio, the Ohio Department of Development, the Summit County Port Authority, and other public and private debt issuers, and banks and other financial institutions. George holds a JD from Case Western Reserve University and an A.B. from Brown University. He is a frequent speaker on economic development and development incentive finance.