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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,


Upcoming Events:


Economic Forecast
Thursday, November 9, 2017 | 7:45AM – 10:00AM
DoubleTree – 6200 Quarry Ln, Independence, OH 44131




Join us along with mid-size business leaders in Northeast Ohio for the 10th Annual EDGE Economic Forecast!

This year we bring you Jeff Mortimer, Director of Investment Strategy for BNY-Mellon Wealth Management.  What makes Jeff’s forecast unique is that he pays particular attention to the timing and flow of money and goods so that decisions around making transactions are executed at the time of maximum return for his clients.  This has implications for such top-level decisions like when to buy or sell a company, when to hold or release inventories, and when to enter into foreign markets.  Further, Jeff shares insight on the speed of technological adaptation, demographic shifts and of course the standard market indicators that make our economy tick.

Jeff’s talk will be easy to understand and relevant to your current forecasting efforts.   As always, it’s most beneficial when your entire management team understands where the proverbial winds of change blow!

Click here to read more about Jeff’s impressive background and to access some of his recent articles.




Thank You, Executive Forum Sponsors:



Past Events:

CEO Panel
Thursday, September 28, 2017 | 7:45AM – 10:30AM
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
  • Kevin McMullen, CEO (Retired), OMNOVA Solutions
  • Tom Murdough, CEO, Simplay3 and Founder of Little Tikes and Step2.  
  • Moderated by Jim Bennett, Business leader and Community Leader

In this program, our panel shared insights gleaned over years of leading several types of organizations, from the start-up, fast-growth operation to the innovation-driven powerhouse brands that span the globe.  From strategies employed to pitfalls avoided, to leadership tactics and vision discovery, our audience will hear the war stories that make for great business venture!



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.