Education & Events

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CFO Roundtable 2022

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Tuesday, August 23, 2022 - Wednesday, August 24, 2022
Cleveland, OH & Virtual

Hear important presentations to assist you in handling the finances of your company and network with industry peers at the CFO Leadership Roundtable.

This roundtable aims to help CFOs and other top executives in the metalforming industry remain competitive in the face of growing challenges and demands. The roundtable will be hybrid with an in-person or virtual registration option. Choose the one that works best for you.


Tuesday, August 23

2:00 p.m. Welcome and Review of Antitrust Guidelines

2:05 p.m. Personal Introductions and Identify Pain Points for Discussion

2:20 p.m. New PMA Member Benefit—401(k) Overview—Lee Bissmeyer, Principal Financial Network
In an environment where attracting and retaining top talent has become exceedingly competitive, there are a number of options to consider. For this session we will discuss some of the key benefits of the PMA 401(k) offering, and what you need to do to find out if it can provide you an advantage.

2:50 p.m. Break

3:00 p.m. Strategies for Achieving Best-in-Class Financial BenchmarksLaurie Harbour, Harbour Results
For manufacturers the cost of doing business is going up, which is putting a squeeze on margins. This, combined with the instability in the marketplace caused by COVID, has created a dynamic business environment. Some shops have benefited financially while others have seen drops in profits. During this session, Laurie Harbour will share key financial data and insight from the PMA Metalforming Insights reports that shed light on what the best-in-class are doing to drive improved financial performance.

4:00 p.m. Roundtable Discussion

5:15 p.m. Depart for Dinner

5:45 p.m. Cocktails and DinnerAlley Cat Oyster Bar
1056 Old River Rd, Cleveland, OH 44113

Wednesday, August 24

8:30 a.m. Breakfast

9:00 a.m. Cybersecurity: The Case for Making it a Necessary Budget Item—Karen Kiewski and Rubens Perdomo, Systems X
Cybersecurity is a hot topic that is often proposed as risk mitigation you must have in place, but what is the real benefit to organizations? Karen and Rubens will discuss expected costs that come with cybersecurity adoption and what companies can be doing now to improve their security posture, and how the right set of tools can help reduce the insurance premiums related to cybersecurity insurance.

9:45 a.m. Break

10:00 a.m. Tariffs, Supply Lines and Manufacturing Operations: An Update from Washington, D.C.—Omar Nashashibi, The Franklin Partnership
As the 2022 midterm election approaches, businesses should factor in how a possible change in power on Capitol Hill could impact their manufacturing operations. Omar S. Nashashibi with PMA’s lobbying firm in Washington, D.C., The Franklin Partnership, will provide an update on the latest developments on government activities and strategies to use when facing uncertainty surrounding trade and tariffs, supply line stability, expired tax provisions and new regulatory activity. Manufacturing costs continue to increase and the government is trying to help, sometimes successfully, but more often not. Omar will lend his insight into what CFOs should expect from Washington the rest of 2022 and into next year.
*Virtual presentation

10:45 a.m. Roundtable Discussion

12:00 p.m. Lunch

12:30 p.m. How Trans-Matic is Utilizing the Alliance Tool from ITR Economics—Steve Patterson, Trans-Matic Mfg. Co., Inc.
*Virtual presentation

12:45 p.m. Roundtable Discussion

3:00 p.m. Closing Remarks/Adjourn

*All times are eastern.


Lee Bissmeyer, Managing Director, Principal Financial Network
LeeLee 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.

Laurie Harbour, President & CEO, Harbour Results Inc.
LaurieLaurie Harbour is president and CEO of Harbour Results Inc., a trusted advisor to the North American manufacturing industry. She utilizes her experience and data to monitor, research and analyze the manufacturing value stream, identifying strengths and weaknesses, gaps and risks, and business and operational opportunities to help the industry transform to be more successful in the global marketplace. Prior to joining Harbour Results, Laurie founded Harbour-Felax Group and was vice president and company officer at Harbour Consulting. She was responsible for development and management of The Harbour Report, the landmark study of labor efficiency for automotive OEMs. Laurie earned a bachelor’s degree from the University of Michigan-Dearborn in Operations Management and Human Resources. Also, in 2020, Laurie was named to the inaugural class of the Women in Manufacturing Hall of Fame.

Karen Kiewski, Managing Partner, Client Services, Systems X
KarenKaren has been assisting companies to achieve better business results through the alignment of IT tools and services with business goals for more than 20 years. She became a CMMC-AB Registered Practitioner in 2021 as part of the Department of Defense’s initiative to secure the nation’s supply chain. Karen’s focus on cybersecurity solutions for both commercial and defense-focused companies ensures that they are well equipped to face the ever-changing security landscape. 

Omar Nashashibi, Partner, The Franklin Partnership, LLC
OmarOmar Nashashibi is a founding partner of The Franklin Partnership, LLP, 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.

Steve Patterson, Executive VP & CFO, Trans-Matic Mfg. Co., Inc.
SteveSteve Patterson is the executive vice president and chief financial officer at Trans-Matic. In this role he heads up the accounting, finance, human resources, information technology and procurement departments. He joined Trans-Matic in 2014 with more than 30 years of experience, primarily with privately held manufacturing companies. His experiences include facility start-ups and mergers and acquisitions, and cross a variety of economic sectors, such as automotive components, food processing, plumbing products, construction fixtures, and industrial heat treating. Steve is a lifelong Michigan resident, having graduated from Michigan State University with a bachelor of arts in accounting. He also earned a master’s in business administration from Spring Arbor University. Steve is a licensed Certified Public Accountant in the state of Michigan.

Rubens Perdomo, President, Systems X
RubensRubens Perdomo has 25 years of industry experience, having been directly involved with the evolving impact that technology has had on the manufacturing industry, as well as the transformative effect technology has on how business decisions are being made on a daily basis. He has served as CIO and Executive Director of IT for large automotive suppliers throughout the United States and across the globe. Mr. Perdomo has established himself as a business-focused, technical and results-driven professional. He has demonstrated success in developing and integrating technologies to support a broad range of operating, financial and organizational needs within global organizations. He is adept at crisis management, troubleshooting, problem solving and negotiating. Throughout his professional career in the manufacturing industry, he has displayed extensive experience in aligning IT processes and architecture with business models. Mr. Perdomo's service and performance have allowed him to become a valued member of senior executive teams, contributing a broad-based perspective to create pragmatic IT strategies and implementation plans designed for maximum returns at the lowest possible costs.


David Klotz, President, Precision Metalforming Association
DavidDavid 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.



Precision Metalforming Association
6363 Oak Tree Blvd.
Independence, OH 44131


Holiday Inn Cleveland South
6001 Rockside Rd.
Independence, OH 44131

Room Rate: $104.49 per night plus applicable taxes

Hotel accommodations include free self-parking. Hotel does not provide airport transportation.


Through August 8
PMA Member: $399
Nonmember: $599

After August 8
PMA Member: $449
Nonmember: $649

PMA Member: $399
Nonmember: $599

Questions? Contact Ali Miller at 216-901-8800 ext. 152.

Review PMA’s COVID-19 safety information.

By registering for this event, you agree that your contact information could be shared with our valued event partners and sponsors.

Sponsored by

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