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CFO Roundtable 2024
Tuesday, August 20, 2024 - Wednesday, August 21, 2024
Greenville, SC
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Hear important presentations to assist you in handling the finances of your company and network with industry peers at the CFO Roundtable.
This roundtable aims to help mid-level finance managers, CFOs and other top executives in the metalforming industry remain competitive in the face of growing challenges and demands. This year the roundtable will take place in beautiful Greenville, SC!
AGENDA
Tuesday, August 20
2:00 p.m. Welcome and Review of Antitrust Guidelines
David Klotz, Precision Metalforming Association
2:05 p.m. Personal Introductions and Identify Pain Points for Discussions
2:30 p.m. Updates on 401k and Deferred Compensation
Lee Bissmeyer, Principal Financial Network
2:50 p.m. Cost and Margin Intelligence Assessment
Jon Wood, Plante Moran
What is your Margin Intelligence or “mIQ”? Companies with a low mIQ struggle with costing and estimating processes that do more harm than good. The result is inaccurate or misleading information that negatively impacts margin, cash flow and growth. At the other end of the spectrum, companies with a high mIQ have access to timely, accurate data to fuel decision-making that increases profit and market share. This presentation will highlight the four key areas needed to build a sustainable path to a high mIQ.
3:35 p.m. Break
3:45 p.m. Roundtable Discussion
4:45 p.m. Depart for Dinner
5:00 p.m. Dinner: Bailey Room at Coral
654 S. Main Street
Wednesday, August 21
8:30 a.m. Breakfast
9:00 a.m. Roundtable Discussion
11:00 a.m. Break
11:15 a.m. Strategic Planning in an Election Year
Omar Nashashibi, The Franklin Partnership LLC
Omar S. Nashashibi, lobbyist for PMA, will present virtually to the PMA CFO group on the latest developments from Washington, D.C., on how to factor in government actions into strategic planning, tax payments, and disruption due to regulations, legislation, and action or inaction, from Washington. 2025 will bring changes to tax rates, tariff policy and regulatory enforcement. This presentation will help PMA members plan for the uncertainty of 2025, including major tax increases expected if Congress does not act by December 31, 2025.
12:00 p.m. Lunch
12:30 p.m. Roundtable Discussion
2:30 p.m. Closing Remarks and Adjourn
SPEAKERS
Lee Bissmeyer, Managing Director, Principal Financial Network
Lee Bissmeyer has more than 32 years of experience at Principal in various capacities as an employee, financial professional and manager. Lee’s designations include Retirement Income Certified Professional® (RICP®); Fellow, Life Management Institute (FLMI). During his time with Principal, Lee has applied his expertise in IT programming, corporate auditing, compensation design, sales operations, new advisor development and national market growth.
Lee’s immediate family has a rich tradition of manufacturing jobs. His grandfather was a cooper for a distillery, his father managed a truck plant, brother is a project manager for an auto manufacturer and sister is a global director for a technology, glass and ceramics manufacturing company.
Omar Nashashibi, Partner, The Franklin Partnership, LLC
Omar Nashashibi is a founding partner of The Franklin Partnership, LLC, the bipartisan Washington, D.C.-based government relations firm that represents PMA’s interests before Congress and the Administration.
Omar has more than 20 years of experience working with policymakers, politicians and the media. Prior to The Franklin Partnership, Omar worked for the Office of Management and Budget. Earlier in his career, he served as a research assistant at the Institute for Public Accuracy, promoting policy to the media. In 1995, he began his career in Washington, D.C. covering congressional and agency hearings for a nationwide nonprofit publication.
Jon Wood, Principal, Plante Moran
Jon Wood is a principal in Plante Moran’s Management Consulting Practice and has more than 25 years of industry and consulting experience. He leads Plante Moran’s Cost & Margin Intelligence practice, assisting clients with gaining accurate cost and margin data to grow profitability with improved strategic and operational decision-making. Jon holds a BA in Marketing and an MBA in Supply Chain Management from Michigan State University.
FACILITATOR
David Klotz, President, Precision Metalforming Association
David Klotz became president of PMA in February 2019. Prior to that, he was president and executive vice president of sales and marketing for Tebis America, a developer of CAD and CAM software for the tool, die and mold manufacturing industries. He also previously served as senior manager of the Plex Automotive & Industrial Mid-Market sales team for eight years, and was a manager at Dallas Industries, Inc., for 12 years.
Roundtable Location and Hotel Accommodations
AC Hotel Greenville
315 South Main Street, Greenville, SC 29601
864-720-2950
Room Rate: $189 per night plus applicable taxes
Room Deadline: July 30, 2024
All meeting activities, other than dinner, will take place at the AC Hotel Greenville.
REGISTRATION INFORMATION
Register by Wednesday, August 7 to save!
PMA Member: $399
Nonmember: $599
After Wednesday, August 7
PMA Member: $499
Nonmember: $699
Questions? Contact Ali Miller at 216-901-8800 ext. 152.
By registering for this event, you agree that your contact information could be shared with our valued event partners and sponsors.
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