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Executive Forum Series

Executive Forum Series


This quarterly breakfast program is designed for senior leaders of middle market growth companies headquartered here in northeast Ohio, and features topics and speakers that are current and important to any business leader faced with top-level strategic and operational choices. EDGE Member organizations are invited to send up to 8 members of their leadership team to each program.

For more information and to register your leadership team and for sponsorship information, please contact:

Sarah Shoaff, Membership and Business Development: 216-536-9396,

Grant Marquit, Program Director: 216-215-5058,

2017 Executive Forum Series is Sponsored by:


Upcoming Events:


CEO Panel
Thursday, September 28, 2017 | 7:45AM – 10:00AM
Holiday Inn, 6001 Rockside Rd, Independence, OH 44131

Wisdom from the Sages: a panel of venerated CEOs whose business and leadership savvy has led to great value creation of the long-haul. Panelists include: Chris Connor, CEO – Retired, Sherwin Williams; A. Ray Dalton, Founder & Chairman, PartsSource; Kevin McMullen, CEO – Retired, OMNOVA Solutions.


Economic Forecast
Thursday, November 9, 2017 | 7:45AM – 10:00AM
Holiday Inn, 6001 Rockside Rd, Independence, OH 44131

An economic forecast from the perspective of a Chief Investment Officer, responsible for putting cash in the right place! Presented by Jeffrey Mortimer, the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations.




Past Events:

Challenger Mindset
Thursday, May 25, 2017 | 7:45AM – 10:00AM
Holiday Inn, 6001 Rockside Rd, Independence, OH 44131
Chad Dick of the international consultancy EatBigFish will present a talk and workshop on The Challenger Mindset – how smaller brands leverage constraints to overtake larger competitors.   Peppering his talk with case studies, Chad shares practical tools to demonstrate ways to boost innovation, improve performance, give your culture a shot in the arm and market your brands in new ways.  In short, the Challenger Mindset allows each of us to “Do More with Less.”  This is a perfect fit for mid-sized growth companies!  Here is an excellent entry into Challenger Mindset companies and what makes them tick.


Mergers & Acquisitions Panel
Friday, February 24, 2017

An esteemed panel discussion on Mergers & Acquisitions: From Due Diligence, to Deal Making to Integration. Our panel will share their experience – including the pitfalls – of successful M&A endeavor. Featuring David Dunstan, Founding Partner and President, Western Reserve Partners; Marilyn Eisele, former President, NDI Medical; Rod Howell, CEO, Libra Industries; Hal Maxfield, Partner, Cavitch.