NIRI Cleveland October 14 Luncheon - Featuring Jeff Morgan, NIRI National.




Wednesday, October 14, 11:45 a.m.

Union Club, 1211 Euclid Avenue


Please join us as we continue with our exciting season of programs and welcome:


Jeffrey D. Morgan, President & CEO of NIRI ~ for his presentation covering:


“A View From the Top”


Mr. Morgan became NIRI’s President and Chief Executive Officer in January 2008, after a successful track record of more than 18 years in professional association management.

He’s responsible for defining and executing a plan to achieve the vision for NIRI's future, keeping NIRI ahead of key regulations and profession trends, recognizing and leveraging NIRI's many chapters to more effectively represent the profession, and ensuring NIRI conforms with the highest standards of transparency and provides maximum value to members.

Prior to joining NIRI, Mr. Morgan was Chief Operating Officer of the Futures Industry Association (FIA) for almost nine years. He was also Executive Vice President of the Institute for Financial Markets (IFM), an affiliate of the FIA. Prior to joining FIA, Mr. Morgan served as the No. 2 staff officer of the National Association of Professional Insurance Agents (PIA).

As COO of the FIA, Mr. Morgan was responsible for all business operations of the organization and led various industry initiatives, including the industry's business continuity efforts. At IFM, he was responsible for working with trustees and staff to implement the mission of the organization in the areas of financial services education, ethics and data services.

A Pennsylvania native, Mr. Morgan received his bachelor's degree in Business Administration with an emphasis in Finance and Information Technology from Susquehanna University in 1982. He recently completed a Masters Degree program in Nonprofit Management from Eastern University.

Mr. Morgan is a member and Fellow of the American Society of Association Executives and the NYSE Individual Investors Advisory Committee.

NIRI Members – Free

Guests - $30

RSVP no later than Oct. 9, 2009.

Cancellation must be received in writing via e-mail by Friday, October 9 at noon.


Reservations can be made via (members only) using the events tab, or by contacting Debi Weslek, at:


28022 Osborn Road, Bay Village, OH 44140

Phone: (440) 617-9690

Fax: (440) 899-1010





Name Sales End Price
NIRI Members Ended Free

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