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Digital Marketing Firms: How to Create Shareholder Value

November 17, 2017 @ 7:30 am - 9:00 am

Event Recap:

November’s program had the largest attendance yet in our string of sold-out events.

Hats off to our sponsors JP Morgan Private Bank, a leading provider of wealth management solutions and advice and an important segment of JP Morgan Chase, the largest US bank and the 6th largest bank in the world.JP Morgan Logo

Another hats off to David Brown of Red Hawk Associates for recruiting our panel. And of course thank you to our esteemed panel consisting of:

Mark Goren is the founder and CEO of Point to Point, Inc., a nationally recognized B2B demand generation company, focused on building products, industrial, and food manufacturing segments. He has launched and led a number of businesses including ETI Software, a company that was purchased by Adobe Systems.

Andy Halko founded Insivia in 2002, a Strategic Consulting & Digital Business firm working with middle-market and fortune 500 companies around the country. Primarily focused on Commercial Real Estate and AEC companies, Insivia drives lead generation, employee engagement, and customer communications.

Scot Lowry, CEO, joined Fathom in 2007 when he and Kevin Shaw acquired the company during the transition from early stage investors to the long term ownership structure currently in place. Fathom focuses on driving sales and revenues for mid market businesses. A particular focus has been driving enrollments of sought-after students for universities which increasingly compete for students who are of course making an important and costly investment.

These three digital marketing firms are all major players with employee head counts of 25, 20, and 100, respectively.

Digital marketing firms increasingly specialize and focus on particular types of businesses and all three of these have done that.

No longer is it adequate or sufficient to have a website – one that has been “search engine optimized.” Increasingly, digital marketing firms are needed to drive branding and marketing to produce online sales, and with that, revenues. These firms’ involvement with the clients is ongoing/ continuous.

While the businesses of the panelists are not in a position to handle the digital marketing needs of all businesses, the panelists will do their best to refer out business that they are not in a position to handle themselves.

 

Original Event Post:

Google, Facebook: how do they create value? To find out, we are delighted to invite you to a special breakfast and panel discussion on Friday, November 17 on “Digital Marketing Firms: How to Create Shareholder Value”. This meeting should interest Investors, Business Owners, Executives and Advisors. REGISTER NOW while seats are still available! 


Learn the latest about how digital marketing firms and other b to b service firms measure and improve shareholder value! A great panel will inform and entertain us. You will also have the opportunity to meet other investors, business owners, senior managers and professionals who have similar interests to your own.


Join these experts and get insights to these topics and more along with Q & A at the Cleveland Racquet Club. Check in and complimentary breakfast starts at 730a, Panel starts at 750a. This event is complimentary and by invitation only.


The Panel includes:


Mark Goren is the founder and CEO of Point to Point, Inc., a nationally recognized B2B demand generation company, focused on building products, industrial and food manufacturing segments. He has launched and led a number of businesses including ETI Software, a company that was purchased by Adobe Systems. Mark is a graduate of The Ohio State University and has served on several profit and nonprofit boards including: United Way of Greater Cleveland, MOCA Cleveland, MidTown Cleveland, The Cleveland Jewish News and Jewish Family Services.


Andy Halko founded Insivia in 2002 after graduating from John Carroll University. Over 15 years, he has grown the Strategic Consulting & Digital Business firm to 20 plus employees, working with middle-market and fortune 500 companies around the country. Primarily focused on Commercial Real Estate and AEC companies, Insivia drives lead generation, employee engagement, and customer communications. Andy has been featured in a number of national publications and NBC Nightly News — while being a keynote speaker and avid volunteer growing entrepreneurial communities — Andy provides expertise in business strategy, a wide variety of marketing tactics, technology, and entrepreneurship.


Scot Lowry, CEO, joined Fathom in 2007 when he and Kevin Shaw acquired the company during the transition from early stage investors to the long term ownership structure currently in place. Prior to Fathom, Scot held leadership positions with complex service organizations in real-estate development, construction management, finance, sports and recreation facilities and health care information technology.  Scot’s studied Finance and Entrepreneurship with degrees from the University of Florida (BS) and the Weatherhead School of Management at Case Western Reserve University (MBA).   Scot is on the boards of Promise Partners Entrepreneurship Incubator, BVU’s Center for Non-Profit Excellence, Engage!Cleveland Young Professional Catalyst and The Congregation of St. Joseph’s River’s Edge Center for Reflection and Action.  Scot is passionate about creating scalable, purpose–rich cultures that encourage people and organizations to reach for their full potential, capture their dreams and make positive contributions in the world. 


Moderator: Ben Calkins leads The Calkins Law Firm. He is co-founder of the Center. 


Thank You to Our Sponsors:


JP Morgan Private Bank: it is a leading provider of wealth management solutions and advice and is an important segment of JPMorgan Chase, the largest US bank and the 6th largest bank in the world.



For more information about JP Morgan Private Bank’s services, please contact Greg KeeganVice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist.


The Calkins Law Firm is a premier boutique law firm that specializes in business law and focuses on business transactions and business disputes. Please contact Ben Calkins (440/796-4592).


Red Hawk Associates provides investment banking services to lower middle market businesses with a focus on founder or family owned firms. Please contact David Brown (216/464-8714).


730a Continental Breakfast and Networking


750a Program


850a Adjourn


 FAQs


 Are there ID requirements to enter the event?


Pre registered guests only, please, due to space limitations.


 Is my registration/ticket transferrable?


Yes.


 Do I need to print and bring my paper event ticket?


No.


 Where can I contact the organizer with any questions?


Contact David Brown at [email protected] or 216/245-7879.


 How do I contact the professionals at JP Morgan Private Bank? 


For more information about JP Morgan Private Bank’s services, please contact Greg Keegan, Vice President, Investment Specialist, Ken Greaney (216/781-2392) Vice President, Banker or John Arrowsmith, Managing Director, Investment Specialist.

Details

Date:
November 17, 2017
Time:
7:30 am - 9:00 am
Event Category:
Website:
https://www.eventbrite.com/e/digital-marketing-firms-how-to-create-shareholder-value-tickets-38782167507

Venue

Organizer