Everything You Need to Know About MONEY to GROW Your Business!
October 10, 2013
Money Matters has been approved for:
3 CPE credits & 3.6 CTP credits
Cleveland Convention Center
500 Lakeside Avenue
Cleveland, OH 44114
If you’re not paying attention to your bottom line, you’re setting your business up for fraud and potential failure. Did you know that last year, 61% of organizations experienced attempted or actual payments fraud, and the typical loss was over $20,000?*
Learn how to grow your business by protecting your bottom line at NAWBO Cleveland’s Money Matters on October 10 at Cleveland’s NEW Convention Center downtown. Top industry experts will join us for a lively panel discussion on what you need to know as a business owner to protect and manage your assets and your bottom line.
During this event, you'll learn how to...
- Recognize and prevent fraud to protect your company.
- Keep your data and intellectual property safe.
- Discover tips and tools to better manage your money, save time and improve cash flow.
Plus, you'll hear from other successful women business owners on how they manage and protect their bottom line.
*2013 AFP PaymentsFraud and Control Survey
Pricing NAWBO Members/PNC Employees & Customers $30* / Non-Members $35*
Earlybird discount if registering by 9/30. Price increase if registering after 9/30.
SPECIAL BONUS: Arrive at 7:30am for a tour of the "new" Global Center for Health Innovation and Convention Center!
Regional President, Cleveland
The PNC Financial Services Group, PNC Bank
Mr. Clark is a 37-year financial services veteran, who joined PNC through its acquisition of National City Corporation in December 2008.
He joined the company in 1976 as a management trainee in Consumer Finance. Since that time he has served in a variety of capacities, including executive vice president of Retail Banking in Pennsylvania (where he led the integration of Integra Financial Corporation) and president/ceo of Michigan/Illinois (following the merger of First of America Bank Corporation). He also held the position of executive vice president of Institutional Asset Management and chair of the Investment Management Company until his appointment as president of Northern Ohio banking in 2004.
Mr. Clark is active in a number of civic and business organizations, serving on the boards of directors of Baldwin Wallace University, Cleveland Rock and Roll, Inc., Cuyahoga County Invest in Children, Greater Cleveland Partnership, Musical Arts Association (Cleveland Orchestra), Neighborhood Progress Inc., Playhouse Square Foundation, Team NEO, The United Way of Greater Cleveland, University Circle, Inc. and University Hospitals Health Systems, Inc.
Publisher, Owner and Editor, The Cleveland Women’s Journal – East Edition
Barbara is the publisher, owner, and editor of The Cleveland Women’s Journal – East Edition, a print, digital, and mobile magazine that is informative, educational, and objective targeting women in Northeast Ohio. Barbara made a career change in September 2004 when she purchased the magazine. She recognized that The Cleveland Women’s Journal gave her the opportunity to achieve her personal mission—to help other women and the community. The mission of The Cleveland Women’s Journal is to empower women through knowledge. The magazine focuses on issues affecting women and families, including health and wellness, business and finance, home and garden, art and leisure, and community. Through the publication, she is able to reach a diversified audience of women throughout east Cuyahoga County. She is also able to help new and small business owners as well as non-profit organizations, particularly those who serve women.
Before publishing, Barbara was in the financial services industry for 25 years. Barbara received the Valmark Securities award, “Excellence is the Exceptional Drive to Exceed Expectations” in 1994. During her last four years in the financial services business, Barbara established her company, Insurance Resources. Barbara was the third woman President of the National Association of Insurance & Financial Advisors.
Special Agent Michael Maltbie
Federal Bureau of Investigation
Special Agent (SA) Michael K. Maltbie is a 25 year veteran of the FBI. He has held assignments in Denver, Colorado; Monterey, California; Washington, DC; and Cleveland during his career.
He began his career in the 1980's by addressing Financial Institution Fraud. He obtained several convictions in cases associated with the failures of commercial banks and thrift institutions.
SA Maltbie was promoted to Supervisor in the FBI's Counterterrorism Division in 1999 where he directed several investigative programs pertaining to radical Islamic fundamentalism and state sponsored espionage. In 2002, he was transferred to Cleveland to oversee the FBI’s Counterterrorism Program and the Joint Terrorism Task Force in northern Ohio. Under his direction, Cleveland achieved numerous convictions of persons associated with terror groups, and established an efficient system of coordination and sharing of counterterrorism information among northern Ohio law enforcement agencies. In his current position he provides training to address the need for protection of intellectual property, and seeks to raise the awareness of threats from foreign intelligence services and other security risks to US businesses.
Chrissie A. Powers, CPA, CFE, CVA, CFF
Managing Member, P.D. Eye Forensics, LLC
Ms. Powers has assisted with investigations involving the diversion of corporate assets and other fraud related cases. She has also worked with clients to strengthen internal control and management systems to deter fraudulent activity and asset diversions.
Ms. Powers has experience in the area of litigation support engagements, which include fraud examination and investigation, forensic accounting and record reconstruction, damage and claims analysis and documentation and marital dissolution matters. She has assisted in the valuation of closely held business enterprises for purposes of marital dissolution and purchase or sale.
Peggy L. Hart, CTP
Treasury Management Sales Officer, PNC Bank
Peggy brings 25 years of banking experience and in depth knowledge about risk management.
Peggy has an expertise in risk management, where she educates customers about the latest fraud trends and statistics. More importantly, equips customers to protect their business accounts from unauthorized transactions through bank solutions. In addition, shares industry best practices to help customers mitigate risk through internal controls and segregation of duties.
Vice President / Market Manager
PNC Merchant Services Northern Ohio & Erie Youngstown
Jim works with 2 teams of Account Executives to deliver payment processing, fraud protection, and marketing programs to PNC’s Business Banking customers. He has been with PNC for 4 years and in the payment processing line of business for 6 of his 16 years in banking. As a previous business owner himself, he and his team take great pride in consulting with business owners to grow their customer base, increase revenue, and ensure their payment processing is secure and efficient.
WOMEN BUSINESS OWNER PANELIST:
President & CEO
Berea Moving & Storage / Wood Lee
Lisa became President and CEO of her family's business in Lisa became President and CEO of her family’s business in 2006 and in 2008, she refocused Berea Moving and Storage for the future. The results led to the work her company has done for the Rock Hall of Fame, the Natural History Museum, NASA and other important Cleveland institutions. She is currently the first woman President (in 75 years of existence) of the Cleveland Moving and Warehousemen’s Association. Lisa acknowledges that if it weren’t for her mother and so many women like her, opportunities would not exist in the world today for women business owners.
WOMEN BUSINESS OWNER PANELIST:
Ellen "Sam" Scheer
American Family Insurance Agency
WOMEN BUSINESS OWNER PANELIST:
Wholesale Supplies Plus, Inc.
In 1999 Wholesale Supplies Plus was established as a way to provide the public with affordable, professional quality soap making, skincare and candle making supplies. Wholesale Supplies Plus, Inc. is a privately held corporation that currently stocks over 2,000 products that are packaged and ready to ship. They employ over 65 staff members and continue to help over 200,000 customers.
Debbie is a recognized expert, mentor, and advocate to the handmade cosmetic industry. In March 2012 Debbie May spoke before the House Energy and Commerce Committee on the State of Cosmetics and the potential impact proposed federal legislation would have on the over 250,000 small handmade cosmetic companies contributing to the US economy.
CLOSING REMARKS BY:
Director, Women’s Business Development
As director of Women’s Business Development for PNC, Beth Marcello manages a program to increase the bank’s support of businesses owned or run by women. Under her leadership, the bank’s corps of PNC-Certified Women’s Business Advocates has grown to more than 1,000 men and women, and several relevant benchmarks of success, including lending to women-owned companies, have exceeded their goals.
Marcello understands women decision-makers firsthand: before joining PNC in 2006, she was the owner of PRwriting, Inc., a marketing communications consulting company established in 1990. She is also an adjunct professor at the University of Pittsburgh, where she teaches business writing to undergraduate upperclassmen. Based in Pittsburgh, Marcello is a board member of the Birmingham Foundation, Women Presidents’ Organization and City Theatre. She also chairs the Pittsburgh Athena Award host committee and the Advisory Council of Strong Women, Strong Girls.