Alternatives to Ownership Success and Planning for the Liquidity Event
Presented By: Huntington
When you’re preparing for a liquidity event, the real work is just beginning. Hear the real-life stories of some of Pittsburgh’s major entrepreneurs as they discuss generational transfers, selling to strategic buyers and the steps you should take before any transaction occurs.
Moderator:
Middle Market Regional Manager - Pennsylvania
Huntington
As a high-energy and tenured business leader, Jim is a proven banking and financial services professional known for providing innovative and effective ideas to help companies grow, increase profitability, manage more efficiently and exceed client business objectives. He works collaboratively with all of his business partners to tailor impactful solutions to each of his clients. Jim is known for his challenger-based ideas that encourage clients to consider changing the status quo by providing options and continuous improvement strategies. Jim has over 35 years of banking experience.
Panelests:
Senior Vice President
CGI
Serving as senior vice president of operations for CGI’s U.S. Great Lakes business unit, Audrey Dunning has more than 25 years of experience in the technology software and professional services industry. During her 10-year tenure as CEO of Summa Technologies, which merged with CGI in 2017, the company more than tripled its sales. Audrey is a member of Women in Technology and has served on the advisory committee for the Pittsburgh Technology Council’s PghTech Women’s Network.
Chairman
Howard Hanna Holdings Inc. Howard Hanna Real Estate Services
Hoddy is chairman of Howard Hanna Real Estate Services. His disciplined and innovative approach has made it the largest privately owned real estate company in the United States and the largest home seller in Pennsylvania, Ohio and New York, with a closed sales volume of more than $18 billion in 2017.
Senior Vice President and W&I High Net Worth Strategy Manager
Huntington National Bank Wealth Management
Joe is manager of High Net Worth Strategy for Wealth & Investment Management, where he has been personal trust officer and regional manager for Huntington’s Akron-Canton region since 2007. Joe has delivered financial, tax and trust solutions to clients for over 30 years. He was a partner in the CPA firm of Brott Mardis and Co., specializing in tax and estate planning for high net worth clients.
Presented By
