
CBIZ Consumer Products & Retail Symposium
Overview
We’re Back!
Please join us for an exciting and informative program as we discuss consumer behavior and retail trends. Come network with retailers, manufacturers and service providers specializing in consumer products including: electronics, toys, accessories, food & beverage, apparel, e-commerce and more! Come network with retailers, manufacturers and service providers specializing in consumer products including: electronics, toys, accessories, food & beverage, apparel, e-commerce and more!
Tickets
$50/ticket
Agenda
Registration & Networking
Opening Remarks
Ron Friedman, Consumer & Industrial Products Leader, CBIZ
Tariffs and Their Toll on Retail
Robert Krieger, President & CEO, Krieger Worldwide
Keynote Introduction by Jeff Mann, CEO, Mann Publications
Keynote Presentation: Retail – The Perfect Storm - It’s A Lot More Than Just Tariffs
Marshal Cohen, Chief Retail Advisor, Circana
Panelists’ Introduction by Nick Antonian, Consumer & Industrial Products Leader, CBIZ
Executive Panel: Navigating the New Tariffs
Moderator
Trever Acers, Managing Director, Objective Investment Banking & Valuation
Panelists
Tim Johnson, CFO, Buck Mason
Nilo Ramos, CFO, Drum Workshop, Inc.
Linda Wang, Founder & CEO, Karuna Skin
Q&A Session & Closing Remarks by Brian Rabinovitz, Business Development Leader, CBIZ
Networking & Cocktail Reception
Speakers
Keynote Speaker

Marshal Cohen
Marshal Cohen is a nationally known expert on consumer behavior and the retail industry. He has followed retail trends for more than 30 years at Circana (formerly The NPD Group) and as the head of leading fashion and apparel manufacturers and major retailers.
As part of his work at Circana, Marshal leads many top firms in long-range and strategic planning sessions. He often utilizes motivational presentations to help launch corporate goals and kick-off meetings. Marshal is the author of two books, “Why Customers Do What They Do” (2006) and “Buy Me! How to Get Customers to Choose Your Products and Ignore the Rest” (2010).
Marshal Cohen
Marshal Cohen is a nationally known expert on consumer behavior and the retail industry. He has followed retail trends for more than 30 years at Circana (formerly The NPD Group) and as the head of leading fashion and apparel manufacturers and major retailers.
As part of his work at Circana, Marshal leads many top firms in long-range and strategic planning sessions. He often utilizes motivational presentations to help launch corporate goals and kick-off meetings. Marshal is the author of two books, “Why Customers Do What They Do” (2006) and “Buy Me! How to Get Customers to Choose Your Products and Ignore the Rest” (2010).
In addition to his duties at Circana, Marshal is a member of several boards of directors and was appointed to the Cotton Board and American Apparel and Footwear Association (AAFA). He is also a guest professor at North Carolina State University’s Wilson College of Textiles, where he introduces students and faculty to techniques for analyzing and applying data. Marshal has been a guest lecturer at the Wharton School of Business, the Fashion Institute of Technology, and Savannah College of Art and Design. He has also twice been named to the Footwear News Power 100 list.
Marshal is a regular contributor to many major media outlets. He is frequently quoted in publications like The Wall Street Journal, The New York Times, and Women’s Wear Daily. Additionally, he appears on various television news programs, including “Today,” “Good Morning America,” and “CBS Sunday Morning,” and he has been a regular guest on Bloomberg TV and Radio. He is also a sought-after speaker at key industry events such as MAGIC, The Fairchild CEO Summits, The National Retail Federation’s (NRF) Annual Convention, and The American Apparel and Footwear Association’s (AAFA) Annual Executive Summit. Marshal was the only industry expert who appeared in the documentary, “God Save my Shoes,” produced by Caid Productions.
Marshal has held a variety of positions analyzing and interpreting Circana’s uniquely combined consumer and point-of-sale tracking services for the apparel, footwear, accessories, and sports industries. His career began in the training program at Bloomingdale’s, where he worked his way up to merchandise manager. From there, he became president of WilliWear and subsequently president of Stanley Blacker. He was also founder, owner, and president of Motive Marketing Group.
Speaker

Robert Krieger
Robert Krieger is the president and chief executive officer (CEO) of Krieger Worldwide. Robert continued his father’s vision of providing exceptional client services while maintaining a strong reputation of regulatory compliance and Customs brokerage. He also expanded Krieger Worldwide to include flexible and competitive freight solutions, warehouse and distribution, domestic freight, and technological solutions for our clients.
Robert Krieger
Robert Krieger is the president and chief executive officer (CEO) of Krieger Worldwide. Robert continued his father’s vision of providing exceptional client services while maintaining a strong reputation of regulatory compliance and Customs brokerage. He also expanded Krieger Worldwide to include flexible and competitive freight solutions, warehouse and distribution, domestic freight, and technological solutions for our clients.
Robert has more than 40 years of experience in the logistics industry. His experience has transformed Krieger Worldwide into a leading customs brokerage firm and international freight forwarder, while keeping the integrity of a family business intact. Robert has led the expansion of Krieger Worldwide to include offices on both the East and West Coasts, Hong Kong, and Mexico.
Throughout his career, Robert has taught various international logistics courses, including a Customs Brokerage class at California State Long Beach and International Transportation and Logistics at the University of California, Los Angeles. Robert has participated in multiple U.S. Trade Missions overseas, and has also served as a Director of the Foreign Trade Association of Southern California (FTA).
Prior to joining Krieger Worldwide in 1979, Robert received his degree in Biology from San Francisco State University. He then obtained his Customs Broker License in 1982.
Sponsors
Gold Sponsors
CIT Group
CIT is a leading national bank focused on empowering businesses and personal savers with the financial agility to navigate their goals. CIT Group Inc. is a financial holding company with over a century of experience, approximately $50 billion in assets as of Sept. 30, 2018, and operates a principal bank subsidiary, CIT Bank, N.A. (Member FDIC, Equal Housing Lender). The company’s commercial banking segment includes commercial financing, real estate financing, equipment financing, factoring and railcar financing. CIT’s consumer banking segment includes its national online bank, CIT Bank, and a Southern California branch bank, OneWest Bank.
HUB International
HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 15,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
Objective Investment Banking & Valuation
Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations. We tailor our strategy-driven approach and proven processes to maximize outcomes, increase efficiency, and establish a clear path to achieving your business objectives, enabling consistent, successful outcomes. Our Investment Banking and Valuation practices are more than distinct entities—they’re complementary partners. By leveraging their respective strengths, we foster a collaborative environment in an effort to maximize results and optimize your business value. In every decision we make, the driving question isn’t what benefits us, but what brings the most value to you.
White Oak Commercial Finance
At White Oak, we understand the unique challenges facing small to middle market enterprises in varying economic and business cycles.
Founded in 2007, White Oak Global Advisors, LLC is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing and treasury management. With over $8 billion of capital invested in over 500 companies throughout the U.S., Canada, and Europe, we understand the unique challenges facing small and middle market businesses and we offer a full suite of flexible lending products and services to meet all of your commercial requirements.
Our mission is simple: “financing good businesses run by strong management that have good ideas, products and services.” Our hope is to work together to finance opportunities that can make our world a better place today and for generations to come. Headquartered in San Francisco, White Oak and its affiliates have grown to over 420 professionals with offices worldwide including New York, London, Chicago, Los Angeles, Denver, Atlanta, Charlotte, Boca Raton, Maryland, Australia, Scotland, Wales and Manchester.
Silver Sponsors
Clark Hill PLC
Clark Hill is a multidisciplinary, international law firm that draws on our attorneys’ comprehensive industry and policy knowledge and a global network of industry advisors and subject-matter experts to provide innovative legal solutions and client-service excellence worldwide. One of the largest firms in the United States – with more than 650 attorneys and professionals in 25 offices, spanning the United States as well as Dublin and Mexico City, we are a committed partner to a diverse range of leading brands, forward-thinking businesses, public entities, nonprofit organizations and individuals. Our Real Estate practice focuses on those services a client needs when investing in, owning, leasing, developing, constructing, financing and disposing of real estate related assets – delivered by a talented and diverse group of professionals who have well developed and recognized skills in the broadest spectrum of real estate activities.
CTBC Bank
CTBC Bank is a trusted and established institution providing our commercial and retail customers with a real financial bridge to the next stage of their lives and businesses. Our customers benefit from access to the best of both worlds – large bank resources coupled with individual attention and customized services of a small bank. Our professionals ensure expectations are exceeded and are committed to our customers’ success.
We aspire to be the most admired bank, recognized for providing our commercial and retail customers a bridge to build their local and global operations and to achieve their financial goals. We will deliver state of the art service tailored to our customers’ business and personal needs.
JP Morgan Chase
Whether you’re an apparel wholesaler, a licensee or a footwear retailer, effectively managing an apparel business in today’s environment requires complex financial solutions that are tailored to your needs. The J.P. Morgan Apparel Banking team has financial experts dedicated to serving apparel, footwear, accessories and textile companies who understand the unique dynamics facing your industry, and we can provide financial solutions that combine local knowledge with relevant industry insights and best practices—so you can stay competitive and deliver results.
At JPMorgan Chase Commercial Banking, we provide credit and financing, treasury services, international banking and real estate services to clients – including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations – with annual revenue from $20 million to $2 billion. JPMorgan Chase is a leading global financial institution, with a history dating back more than 200 years. Currently we have assets of $2.6 trillion dollars with more than 250,000 employees and a presence in over 100 markets. We’re part of the Dow Jones Industrial Average. (NYSE: JPM)
Milberg Factors, Inc.
Milberg Factors, Inc. is one of the largest factoring and commercial finance companies in the United States, providing clients with factoring services, working capital financing, accounts receivable management, acquisition and debtor-in-possession financing. Milberg also manages loans and provides collateral management services to major commercial banks.
Rosenthal & Rosenthal
Rosenthal & Rosenthal is the leading factoring, asset based lending and purchase order financing firm in the United States. Founded in 1938 by Imre J. Rosenthal, the firm is now led by the second and third generations of the Rosenthal family. As a privately held company, Rosenthal is committed to providing personalized service and flexible lending to clients across a broad range of industries. We help our clients through their toughest challenges, so they can focus on growing their businesses. We are dedicated to helping entrepreneurs move their companies forward.
Tri Counties Bank
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico and Roseville, California, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. As California’s Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Tri Counties Bank is recognized as a top workplace, and as a result, recruits and retains diverse and talented team members.
Bronze Sponsors
Krieger Worldwide
Norman Krieger, Inc. was founded in downtown Los Angeles and has grown to provide reliable supply chain services under the trademark Krieger Worldwide. Driven by a powerful freight management system and a worldwide network of offices and representatives, we have never lost sight of our founding mission – providing exceptional personalized service. Our clients have come to rely on our advice and active partnership in helping them address even the most complex supply chain challenges.
Retail Smart Guys
Retail smart Guys is the premier consulting company for independent retail. We help by offering a wide range of proprietary tools and services that support every element of strategic development. We work with organizations spanning various sectors and industries across the world. We are passionate about providing exceptional and adaptable service like Bookkeeping, Digital Marketing, Inventory Planning and many more!
Media/Presenting Sponsor
Mann Publications
Almost two decades ago, Jeff Mann, president and executive editor of Mann Publications, had already built and maintained a successful apparel business when he saw a void in the market for coverage of the real people behind the scenes in the Garment District. Fashion Mannuscript, which started as a four-page newsletter, evolved into a monthly magazine distributed throughout the country, with extensive photo coverage of top industry events, topical columns by experts in the community, and profiles of the people and companies that make the industry what it is.
With the success of Fashion Mannuscript came the idea of expansion. Mr. Mann decided he would tackle the real estate market when he launched Mann Report in the spring of 1998. Over the years, the success of both these magazines has created room for the inclusion of our residential and building management titles, Mann Report Residential and Mann Report Management, respectively.
We at Mann Publications strive to bring our audience together in print, digitally, and face-to-face and celebrate the fashion and real estate industries.
Sponsorships
To secure your sponsorship or inquire about other custom & specialty sponsorship opportunities, please contact:
Paige Dominguez, Senior Marketing Coordinator, CBIZ
[email protected] or 949.236.5672
Gold Sponsor $3,500
- Space on shared exhibit table for company materials
- Receipt of attendee list post-event
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation)
- Recognition from the podium during opening remarks
- 8 event tickets with reserved seating
Cocktail Sponsor $3,500
(SOLD)
- •Company logo displayed at all bars
- Signature drink of choice named after your company
- Recognition as a “Gold Sponsor” on event website and on-site program guide
- Recognition from the podium during opening remarks
- 8 event tickets with reserved seating
Program Sponsor $3,000
(SOLD)
- Company logo displayed at room entrance near registration table
- Recognition as a “Silver Sponsor” on event website and on-site program guide
- Recognition from the podium during opening remarks
- 6 event tickets with reserved seating
Silver Sponsor $2,500
- Receipt of attendee list post-event
- Company logo displayed on all event materials
- Company name or logo prominently displayed on all promotional elements (website, invitation)
- Recognition from the podium during opening remarks
- 6 event tickets with reserved seating
Upcoming Events


CBIZ Consumer Products & Retail Symposium
