Conference Schedule

Day One (Wednesday, September 4th)
Time Event
7:00am – 5:00pm Registration
8:00am – 4:00pm Attendee Lounge Open for Impromptu Meetings
9:00am – 12:00pm DealSource®
10:00am – 11:00am Presentation Panel – Taste & Transactions:  Cleveland’s Food Industry M&A Round Table

  • Mac Anderson – Co-Founder & Chief Commercial Officer, Cleveland Kitchen
  • Sergio Bicas – COO, Garden of Flavor
  • Mike Malley – CEO, Malley’s Candies
  • Tim Novak – Chairman, Sokol Custom Food Ingredients

Cleveland’s culinary landscape reflects the diverse cultural tapestry of this industrial-rooted region and stands as one of our most treasured features. With rising recognition, we’ve seen growing M&A activity within the space. This panel will explore various facets of deal-making in the culinary industry, ranging from family-owned enterprises seeking private equity backing to home grown businesses expanding via acquisition.

11:00am – 12:00pm Presentation Panel – The Diversity Dividend: Driving Growth through Equity & Inclusion

  • William Parker (Moderator) – Chief Revenue and Restructuring Officer, Parker Revenue Growth Strategies
  • Anna Gluck – Chief Human Resources Officer, Transtar
  • Dalithia Smith – Chief Human Resources Officer, Oatey Co. 
  • Joe Valenzuela, CDP – Global Chief Diversity Officer, Affirmity

The panel explores the history and current state of DEI will explore examples of how DEI initiatives were developed to drive growth at the panelists’ companies and clients. Topics will include how to measure DEI goals, the expectations of the next generation of your your workforce, managing against headwinds for DEI programs, and developing diversity of thought and opinion as a growth accelerator.

12:00 – 1:30pm Lunch with Keynote Speaker: Ann Compton, former ABC news correspondent
1:30 – 3:30pm DealSource®
1:30 – 2:30pm Presentation Panel – Cyber Security & IT Trends in Private Equity

  • Mike Lipinski (Moderator) – Plante Moran Partner, Cybersecurity and IT Practice, Plante Moran
  • Lee Carsten – VP, Cyber Solutions at Aon | Cybersecurity Risk Management Leader, Aon
  • Scot Ganow – Chair of Taft’s Privacy and Data Security Practice, Taft Law
  • Jonathan Pressnel – Partner, Blue Point Capital

Capital/funding risk, operational risk (cyber, IT, financial, supply chain, etc.), deal (acquire/exit) risks, market risks, regulatory and compliance risk, and risks during the hold period.

2:30 – 3:30pm Presentation Panel – What a Wonderful World: How to Effectively Do Deals Globally

  • Mark Brandt (Moderator) – Director of Business Development, RSM US LLP
  • Josh Beck – Family Office Enterprise: Sr. Manager & Renewable Energy Strategy Leader, RSM US LLP
  • Kip Earle – Global Mergers & Acquisitions and Transaction Solutions Leader, Hylant Family Team
  • John Heckman – Director, Tax and Generational Planning, Cox Family Office
  • Brent Pietrafese – Attorney specializing in General Corporate, M&A and Private Equity Transactions, Calfee Family Team

Given the rise of multijurisdictional deals that are now being pursued, the panel will focus on how to effectively navigate doing diligence and effectuate transactions in multiple jurisdictions outside the U.S. The panel will address the financial, accounting and legal issues and hurdles that private equity is facing as it expands across the globe and how large multinational strategics tackled those same issues in the past. The topics that may be addressed (pending the panelists’ input) will include due diligence pitfalls, local law and regulation hurdles to closing, compliance with employee or works council notification requirements, currency exchange issues, accounting data consolidation and adherence to multiple compliance standards.

4:00 – 6:00pm Capital Connection Welcome Reception
5:30 – 7:00pm WIT Event
6:00 – 7:30pm YACG Event
Day Two (Thursday, September 5th)
Time Event
7:00am – 12:00pm Registration
8:00 – 9:30am Breakfast With Keynote Speaker: Jim Tressel, former OSU football coach
9:30am – 12:00pm DealSource®
10:00am – 11:00am Presentation Panel – Family Office Investing: From Ideation to Execution
11:00am – 12:00pm Presentation Panel – TBD