Aspire 2016 Conference

Cleveland, Ohio
Wednesday, May 18, 2016

The ASPIRE 2016 Conference Agenda
*As of May 10, 2016

Wednesday, May 18, 2016

7:00 AM - 5:30 PM (Eastern Time)

7:00 A.M. Registration, Coffee & Networking

7:30 A.M. Breakfast is Served

7:45 A.M. Kickoff & Introductions

8:00 A.M. 

Entrepreneurs' M&A Roundtable
[Presented by Fifth Third Bank]

  • Moderator: Jerry L. Kelsheimer, regional president & CEO, Fifth Third Bank
  • Panelist: Monte Ahuja, chairman & CEO, MURA Holdings LCC
  • Panelist: Chris Hyland, EVP & CFO, Hyland, creator of OnBase
  • Panelist: Scott Mueller, CEO, Dealer Tire

9:00 A.M. 

SESSION A: Acquisitions: Best practices and pitfalls
[Presented by Thompson Hine] 

  • Moderator: Tony Kuhel, partner, Thompson Hine
  • Panelist: Jim Mooney, vice president, Business Development, STERIS Corp. 
  • Panelist: Greg Skoda, chairman & co-founder, Skoda Minotti
  • Panelist: Thomas F. Zenty III, CEO, University Hospitals Health System 

SESSION B: Selling your business
[Presented by Western Reserve Partners LLC] 

  • Moderator: Ralph M. Della Ratta, co-founder & managing partner, Western Reserve Partners
  • Panelist: Ronald S. Ambrogio, regional president, Ohio, BNY Mellon Wealth Management
  • Panelist: Rocco Di Lillo, chairman, City Visitor, PCX Corp., AHS and Porchlight Rental Services
  • Panelist: Loren Garruto, VBM markets leader, EY
  • Panelist: Tom Littman, president and managing partner, Kirtland Capital Partners 

10:00 A.M. WORKSHOPS 2

SESSION A: Raising capital in the private equity market
[Presented by Kent State University] 

  • Moderator: Bob Hisrich, associate dean, Graduate and International Programs; Bridgestone Chair of International Marketing, Kent State University 
  • Panelist: Jeff Hoffman, president & CEO, ColorJar; co-founder, 
  • Panelist: Matthew Likens, president & CEO, Ulthera Inc.
  • Panelist: William C. Mulligan, managing partner, Primus Capital 

SESSION B: ESOPS: A creative solution to corporate liquidity
[Presented by McDonald Hopkins] 

  • Moderator: Carl Grassi, president, McDonald Hopkins 
  • Panelist: Dan Callanan, managing director, Western Reserve Valuation Services LLC
  • Panelist: David M. Kall, vice chair, Tax & Benefits Department, McDonald Hopkins
  • Panelist: James E. Stief, vice chair, Tax & Benefits Department, McDonald Hopkins
  • Panelist: Dale Vlasek, chair, Employee Benefits Practice Group, McDonald Hopkins
  • Panelist: Chas D. Withers, CEO, Dix & Eaton

W. Nicholas Howley
founder, chairman and CEO
TransDigm group Inc. and TransDigm Holdings

[Presented by BNY Mellon Wealth Management]
Lifetime Achievement Award presented to Mal Mixon

1:00 P.M.
SESSION A: Are you engaged: Tips for building a stronger business
[Presented by Convero]
  • Moderator: Lee M. Koury, managing partner, Convero
  • Panelist: Kristy Amy, vice president of strategy, Convero
  • Panelist: Fred DiSanto, chairman & CEO, The Ancora Group
  • Panelist: Deb Donley, principal and owner, Vocon
  • Panelist: Anthony J. Mercurio, president & CEO, National Interstate Corp.
SESSION B: Sold! Managing the process of selling your business

[Presented by BDO] 

  • Moderator: Bob Littman, Ohio managing partner, BDO USA LLP
  • Panelist: Mark Goldfarb, Ohio managing partner, Key Client Relationships and Growth Strategies, BDO USA LLP
  • Panelist: Stewart Kohl, co-CEO, The Riverside Co.
  • Panelist: Steven Marks, co-founder, Main Street Gourmet
  • Panelist: Bob Shearer, CEO, Shearer Solutions

2:00 P.M.

SESSION A: Liquidity Events: Wind up ... Don't wind down
[Presented by Smart Business]

  • Moderator: Ken Marblestone, president, Cascade Partners
  • Panelist: Stacy Feiner, Ph.D., business psychologist and executive coach, BDO USA LLP
  • Panelist: Michael Feuer, co-founder, OfficeMax; CEO & managing director, Max-Ventures LLC
  • Panelist: Michael Jeans, president, Growth Opportunity Partners

SESSION B: Capital Raise Insights: Are you prepared?
[Presented by First National Bank] 

  • Moderator: Boyd Pethel, regional president, First National Bank
  • Panelist: Robert King, senior advisor, FNB Corp.
  • Panelist: Ray Leach, founding CEO, JumpStart Inc.
  • Panelist: Ronald E. Weinberg, director & principal, Weinberg Capital Group

[Presented by AMWARE Cos.]
Walter W. Bettinger II
president and CEO,
The Charles Schwab Corporation



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