Skip to Content

Committee

Chairman

Fred Koury

Fred Koury

President & CEO

Smart Business Network


Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.


Host Committee

Chris Adams

Chris Adams

President & CEO

Park Place Technologies


Ronald S. Ambrogio

Ronald S. Ambrogio

Regional President

BNY Mellon Wealth Management


Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.

Jill Arena

Jill Arena

President

Arena Enterprises


Jill is a Business Development expert. She has enjoyed a record-breaking sales and sales leadership career for more than 25 years. She has worked with numerous business owners and C-level executives, initiating and directing the organic and acquisition marketing process. She is adept at consultative selling, strategic alliance development, turn-around projects, and company start-ups. She has recruited sales professionals, built top-producing sales teams, helped organizations pioneer new areas for revenue generation, trained hundreds of sales professionals on her branded sales methodology, and developed programs for organizations to exceed their organic/acquisition growth goals.

Dr. Marcia Ballinger

Dr. Marcia Ballinger

President

Lorain County Community College


Marcia Ballinger, Ph.D., president of Lorain County Community College, has more than 25 years in community college leadership roles that have advanced student success, workforce and economic development, strategic planning and institutional advancement.  Under her leadership and deep commitment to student success, LCCC was recognized by the American Association for Community Colleges (AACC) as the 2018 Recipient of the AACC Award of Excellence in Student Success.

Jeff Bechtel

Jeff Bechtel

Regional President

First National Bank


Jeff is regional president of First National Bank’s Northeast Ohio region. First National Bank has approximately $32 billion in assets. He leads FNB’s cross-functional business model in the Cleveland market, with direct responsibility for regional Corporate Banking efforts and business development opportunities. He has 30 years of financial services experience, and most recently served as executive vice president and COO for First Federal of Lakewood.

Cathy Belk

Cathy Belk

President

JumpStart


Cathy is president of JumpStart, where she works across all areas of the organization to help achieve the organization’s core mission. Alongside the CEO and other senior leaders, she helps to manage JumpStart’s relationships with collaborators, funders and other community partners. She previously served as JumpStart’s COO and chief relationship officer before becoming president. To JumpStart, she brought 20 years of experience in consumer and business marketing and business management.

Murad Beg

Murad Beg

Partner

Provariant Equity Partners


David Black

David Black

Partner

Ulmer & Berne LLP


Bart Bucci

Bart Bucci

Managing Director

Morgan Stanley Private Wealth Management


Bob Campana

Bob Campana

CEO

Campana Capital


Bob leads Campana Capital, a private equity, venture capital and real estate development firm. Bob previously served as president of P.C. Campana, master provider for the steel and foundry industries in North America. He is active in the community and serves on the boards of numerous for-profit and nonprofit organizations, including Northwest Bancshares.

Joe DiRocco

Joe DiRocco

Regional President

Fifth Third Bank


Joe is regional president of Fifth Third Bank (Northeast Ohio) where he is responsible for the growth and strategic alignment of the Commercial, Wealth & Asset Management and Consumer businesses.He joined Fifth Third in 2017 and he has more than 25 years of financial services experience.

David Dunstan

David Dunstan

Managing Director & President

Citizens Capital Markets


Dave has more than 25 years of investment banking and advisory experience providing merger, acquisition and capital raising services in the consumer products, specialty retailing, business/IT services, health care and technology sectors. Prior to co-founding Western Reserve, he was a managing director of KeyBanc Capital Markets and former manager of McDonald Investments’ Consumer investment banking.

Umberto P. Fedeli

Umberto P. Fedeli

President & CEO

The Fedeli Group


Umberto is an active investor and entrepreneur. His firm, The Fedeli Group, is one of Ohio’s largest privately held risk management and insurance firms, specializing in property and casualty, employee benefits consulting, workers’ compensation, environmental risk management and surety. Umberto sits on numerous private company boards, is a managing member of Strategic Value Bank Partners LP, and has previously held positions on the boards of many other public and private entities. He is a member of the board of directors of the Cleveland Clinic Foundation and serves as chairman of the Government and Community Relations Board.

Jim Geuther

Jim Geuther

Regional President

SunTrust Banks


Jim is the Market President of SunTrust in Northern Ohio His primary responsibilities include developing Commercial & Private Wealth teams to serve the middle-market segment. A native of Northeast Ohio, Jim has served in sales and executive leadership roles throughout the majority of his 30+ year career in financial services.

Mark Goldfarb

Mark Goldfarb

Managing Partner

BDO USA LLP


Mark is the Ohio Managing Partner for Key Client Relationships and Growth Strategies at BDO USA, LLP. Since 1987 he served as the co-founder and senior managing director of SS&G until joining BDO. Mark has more than 41 years of professional experience, serving both business and individual clients. Mark’s principal areas of concentration include privately owned businesses; healthcare; tax planning and consulting; auditing of financial statements; research; business advisory services; employee benefits; strategic growth and financing; succession and estate planning. He also has extensive experience with mergers and acquisitions. Mark was named one of the 2008 E&Y’s Entrepreneurs of the Year for Northeast Ohio in the financial services category. He was also a recipient of the Dr. Frank L. Simonetti Distinguished Business Award from his alma mater, The University of Akron, and was honored as the 2008 Outstanding Alumnus from The University of Akron’s School of Accountancy.Since 2012, Mark has served on the board of directors for the Charles Schwab Corporation. He is also currently the chair of the audit committee and serves on the corporate governance committee. From 2009-2012, Mark served on the board of directors for the Schwab Strategic Trust and acted as the audit committee chair. He is also a member for the global committee leadership at Tapestry Networks. Mark also served on the boards of the Summa Foundation, the Greater Cleveland Sports Commission and The University of Akron President’s Advisory Committee. Mark also served as chairman of the CJD Foundation for twelve years and on the executive committee of the Greater Akron Chamber. Mark is also past president of the Cascade Capital Corporation.

Aaron Grossman

Aaron Grossman

CEO

Alliance Solutions Group


Aaron is the co-founder and CEO of Alliance Solutions Group, a full-service staffing and recruitment firm providing highly specialized offerings within niche industries or specific career disciplines. Established in 2001 and headquartered in Cleveland, Alliance Solutions Group matches talent with opportunity, engaging in thousands of successful placements annually. Aaron received the Ernst & Young Entrepreneur Of The Year® 2015 Award in the Services Category.

Hoby Hanna

Hoby Hanna

President & CEO

Howard Hanna


Steve Hendricks

Steve Hendricks

Executive Vice President & Market President

S&T Bank


Steve Hendricks is executive vice president, market president, for the Northeast Ohio region of S&T Bank. With over 30 years of experience in banking and finance, he played an integral role in the opening of the S&T loan production office (LPO) in Fairlawn in 2012 and the Independence LPO in 2018. He will continue to support the momentous growth into Northeast Ohio through the opening of the Cuyahoga Falls branch this year.

Ansir Junaid

Ansir Junaid

CEO

PWC Group


Ansir is a well-respected entrepreneur, business leader and an embodiment of the American dream. The first person in his family to leave Pakistan for higher education, as a student he quickly landed a job working at a gyro shop. From there, it was patently obvious to him that he needed to own his own business. Upon graduating with marketing and MIS degrees from Cleveland State University, Ansir went to work for Pepsi. Today, he is the founder and CEO of PWC.

Jayne Juvan

Jayne Juvan

Partner

Tucker Ellis LLP


Jayne serves as co-chair of the Corporate Governance practice group and chair of the Private Equity practice group at Tucker Ellis and as vice chair of the American Bar Association’s Corporate Governance Committee. She is a trusted adviser to investors, boards, and management on corporate transactions, regulatory compliance and fiduciary duties. She counsels public and high-growth private companies, private equity funds and venture capital funds through all stages of their life cycles and has been a key adviser on domestic and cross border deals.

Matt Kennedy

Matt Kennedy

Managing Member

TruWest Companies


Stewart Kohl

Stewart Kohl

Co-CEO

The Riverside Company


Together with Béla Szigethy, Stewart Kohl oversees all aspects of Riverside’s activities. He has more than 30 years of private equity investing experience. Prior to Riverside, he was a Vice President at Citicorp Venture Capital, the private equity arm of Citibank. In addition to his work with Riverside, he serves on the following boards of trustees: Oberlin College (Honorary), the Museum of Contemporary Art Cleveland and the Cleveland Clinic. Mr. Kohl holds a BA from Oberlin College.

Lee M. Koury

Lee M. Koury

Managing Partner

Smart Business Network Inc.


Lee Koury is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Brett Lindsey

Brett Lindsey

President & CEO

everstream™


Brett is president and CEO of Everstream Solutions LLC, a super-regional network service provider. He has extensive experience in telecom, operations management and business development. In 2018, he facilitated the sale of Everstream to AMP Capital, a global investment manager. Previously, he tripled the company’s size through two acquisitions and oversaw a $100 million expansion of its legacy network.

Teresa Lindsey

Teresa Lindsey

President & COO

Channel Products Inc.


Teresa is the President and COO of Channel Products, a privately held, Cleveland-based manufacturer with operations in the U.S., Europe, and China. Ms. Hack also serves on the Visiting Committee of Cleveland State University's Monte Ahuja College of Business and she chairs their Community Engagement Sub-Committee.

Her recent honors include recognition of Channel Products as a “2017 Smart Culture” award recipient, a ”2017 Distinguished Employer of the Year,” award from the Ohio Cooperative Education Association, “2018 E&Y Entrepreneur of the Year” finalist, “2018 Crain’s Cleveland Women of Note in Manufacturing”, and recognition as a Smart Business Magazine "2018 Progressive Entrepreneur" honoree. She is a frequent speaker on issues of leadership, building a strong culture, and personal development.

Tom Littman

Tom Littman

President & Managing Partner

Kirtland Capital Partners


Tom joined Kirtland Capital Partners in 1995. Kirtland is a relationship-oriented private equity firm that has been successfully investing in lower middle market companies for 40 years. Kirtland is focused on making majority and minority investments in established, profitable and growing lower middle market companies. Tom is involved in all aspects of Kirtland’s business, including fund raising, deal sourcing, acquiring and divesting portfolio companies and portfolio management. Prior to joining Kirtland, Tom was a corporate attorney with Jones Day.

Jamie Lynch

Jamie Lynch

Regional President Northeast Ohio

Chemical Bank


Jamie joined Chemical Bank in May of 2013 and has successfully built, grown and managed the Northeast Ohio Region. Jamie is responsible for leadership, growth, strategic alignment and profitability of the bank and its businesses including commercial banking, treasury management, private banking/wealth management, mortgage banking and retail banking. Jamie’s 27 years of experience includes commercial banking, investment banking and consulting. In the financial services industry, Jamie successfully built, grew, led and managed six profitable businesses totaling growth of $2.6 billion in assets.

Anthony S. Manna

Anthony S. Manna

Chairman

Signet LLC


Anthony (Tony) is the Founder and Chairman of Signet LLC, a global investment firm. Tony has created collaborative partnerships for Signet, which now owns over 25 companies (10 of which have been startups) in the manufacturing, technology and service arenas; and has also developed over $5 billion in real estate projects (mainly in healthcare and institutional student housing).  

Stephen McHale

Stephen McHale

CEO

23Bell Ventures


Stephen has a 35-year career in founding, investing in and building information technology companies. He is recognized for his leadership in data mining, analytics and business intelligence. Stephen was Founder, lead investor and served as Chairman of the Board and Chief Executive Officer of Explorys. Formed in partnership with Cleveland Clinic, Explorys addresses the national imperative to leverage electronic medical records for the improvement of Healthcare. Explorys was acquired by IBM [NYSE: IBM] in April 2015. Prior to Explorys he served as the Chairman of the Board and CEO of Everstream, the company he founded in 1999 which was sold to Concurrent [NASDAQ: CCUR] in 2005. In 1983, Stephen founded McHale and Associates, Inc., a USConnect regional office, where he served as Chairman of the Board and CEO. He was a founding investor and served on the Board of Directors and as CEO of the parent company USConnect, an international systems integrator until its sale to IKON [NYSE: IKN] in 1997. Stephen is the Managing Director of 23Bell LLC an Invention Capital firm and an Advisory Board Member to Austin base Genesis Inventions a market leaders in cyber security development.
Stephen serves on the Board of Directors for the Center for Families and Children, a non-profit organization that makes success possible for families in Northeast Ohio’s most challenged communities. Stephen serves on the investment screening committee for the North Coast Angel Fund and is a member of The Global Center for Health Innovation Industry Advisory Board. He is also an active member of the Entrepreneurs Organization and Chairman of RxRevu Inc., a leader in Prescription Intelligence analytics. Most recent board positions include Unify Project, Jumpstart, Cleveland Museum of Natural History, Cleveland Orchestra and Cleveland Clinic Board of Trustees.

Scott McRill

Scott McRill

Shareholder, Transaction Advisory Services

Clark Schaefer Hackett


William Murphy

William Murphy

Private Wealth Advisor

UBS Financial Services Inc.


Bill Murphy has built a practice of highly accomplished advisors and investment specialists whose knowledge, integrity and accountability is focused on providing an elite client experience. Bill has been a Forbes Best-in-State Advisor for 2018 and 2019. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill delivers investment guidance and financial education to multigenerational families, entrepreneurs, C-suite executives and select organizations.

Kevin Nelson

Kevin Nelson

Ohio Region President

Northwest Savings Bank


Bill Nottingham

Bill Nottingham

VP, Growth

Nottingham-Spirk


Bill is vice president of growth for Nottingham Spirk, leading both the business development and marketing initiatives. As a member of the Nottingham Spirk (NS) Leadership Team, he is focused on future growth and sustainability for the firm. He also helps establish NS equity venture companies and serves as an adviser.

Tim Phillips

Tim Phillips

President

First Federal Lakewood


Jon Pinney

Jon Pinney

Managing Partner

Kohrman Jackson & Krantz LLP


Jon serves as a counselor to high net worth families, including some of Cleveland’s leading philanthropic families. His practice includes estate and wealth planning and related tax matters. Jon structures complex and sophisticated trust vehicles to provide asset protection and succession planning. He is also a member of KJK’s executive committee. He represents public and private companies in securities litigation and other complex commercial disputes.

R. Louis Schneeberger

R. Louis Schneeberger

Executive Chairman

Proformex


Professional board member and mergers & acquisition consultant

Jeffrey Schwab

Jeffrey Schwab

Sr. VP - Private Equity Services

Oswald Companies


Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.

Sanjay Singh

Sanjay Singh

President

Roll-Kraft


Sanjay is the President of Roll-Kraft, headquartered in Mentor, OH. Roll-Kraft is an innovative supplier of tube and pipe tooling and roll forming tooling used by manufacturers around the world to produce thousands of products. At Roll-Kraft, Mr. Singh directs and leads the company’s efforts to excel in operational efficiencies and accelerate market penetration. He has most recently sharpened the company’s continuous improvement focus to meet the company’s goals of 100% on-time delivery and first-time performance. Mr. Singh also leads the company’s private investment initiatives in lower middle market companies located in northeast Ohio. Mr. Singh has held various financial executive leadership roles in Fortune 1000, privately held and private equity backed portfolio companies across various industries, including consumer products, manufacturing and service. Mr. Singh is deeply committed to the economic growth of NEO and serves on the Board of Directors of MAGNET, EDGE and Mace Security International, the well-known manufacturer of mace pepper spray.

John R. Sinnenberg

John R. Sinnenberg

Chairman

Cyprium Partners


John is the chairman and co-founder of Cyprium Partners, a private equity firm that primarily makes “sponsorless” non-controlling mezzanine and equity investments in privately owned lower middle-market companies. Cyprium is currently investing out of Fund IV, a 2014 vintage fund with $460 million in committed capital. John founded Key Principal Partners, a predecessor group in 1998 simultaneously establishing Cyprium Investors.

Greg Skoda

Greg Skoda

Chairman & Co-Founder

Skoda Minotti


Greg is the chairman and one of the founders of Skoda Minotti. He specializes in helping clients grow and develop their businesses. Greg actively works with clients in developing and implementing strategic plans, providing creative business and personal tax planning, assisting with mergers, acquisitions and dispositions, succession, estate planning, and wealth accumulation strategies.

Douglas E. Spiker

Douglas E. Spiker

Shareholder, Shareholder-in-Charge of Cleveland Office & Practice Group Manager, Employment Services

Roetzel & Andress


Doug focuses his legal practice on the defense of employers in Occupational Safety and Health Administration compliance and workers' compensation claims. He has extensive experience representing employers before various Ohio commissions and in the courts of Ohio at the state and appellate levels. His clients span a number of industries and range in size from family-owned businesses to Fortune 500 companies.

Kim Stout

Kim Stout

President

Coastal Pet Products


André Thornton

André Thornton

CEO

ASW Global LLC


André acquired ASW Global LLC, in January of 2007 after ASW merged with the Cleveland-based company GPI Procurement Services. As CEO, André sets the direction of the company and directs operational aspects so that they follow the strategic plans and policies of the organization. He has more than 20 years experience in entrepreneurial ventures. As one of the principals in Apple Partners, he led a highly successful restaurant management group that was sold to Applebee’s International.

Floyd A. Trouten

Floyd A. Trouten

Director

Barnes Wendling CPAs


Floyd is a tax director in the transaction advisory service area. He has been involved in over 335 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. His industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies.

Floyd has extensive experience working with family offices and high net worth individuals and is the lead client service director in this area.

Pete Van Euwen

Pete Van Euwen

Partner

BakerHostetler


Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.

Chip Weinberg

Chip Weinberg

Managing Director
 and Principal

Weinberg Capital Corp.


Chip is responsible for the firm’s operations and is actively involved in working with the management of portfolio companies, frequently acting as the liaison between the board and management.  He works closely with management to pursue new business opportunities and to set strategic direction and financial goals. Prior to joining Weinberg Captial Group, Chip was president of New Channel Direct, a full-service mailing and marketing company based in Brunswick.

Thomas Wischmeyer

Thomas Wischmeyer

Partner

RSM US LLP


Tom is a partner, audit services, at RSM US LLP. He is a leader of the manufacturing, wholesale and distribution group in Ohio and of the Cleveland private equity practice. He has more than 30 years of experience as an accountant and business advisor, advising clients in industries such as manufacturing and retail/distribution and consults with them on a variety of topics, including financial reporting, strategic planning and estate planning.

Alan M. Zang

Alan M. Zang

Regional President,
 Northeast and Central Ohio Markets

U.S. Bank


With more than 30 years in banking, Alan has worked in and managed units in commercial banking, asset-based lending, leasing, international and consumer finance in Northeast Ohio and in other geographies. He has extensive experience in a variety of industries helping companies with innovative solutions to their financing needs. Alan has planned and managed dramatic expansion of new businesses that broadened geographic reach and increased deliverable product sets.

Conference Location

24 Public Square
Cleveland, OH 44113
Tel: (216) 696-5600