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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:


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 will share 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!

 Some sample questions:

  • What is the primary job of a CEO today?  Is there a difference in this job in public vs private companies?
  • How is Strategy set in organizations?  What is the role of the CEO in determining strategy?
  • How do you get the most out of your senior team?  How do you enhance the ability of the team to work together towards a common purpose?
  • What responsibility does the CEO have towards adhering strictly to values versus growing shareholder value?

While Mr. Bennett will be our chief provocateur, you in the audience will have ample time to toss in questions during this event.  Further, we will have opportunities to connect and network with your peers from other middle-sized organizations.



Economic Forecast
Thursday, November 9, 2017 | 7:45AM – 10:30AM
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.



Thank You, Executive Forum Sponsors:



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.