Step into the future of finance with a conference designed for CPAs ready to elevate their influence and drive meaningful organizational change. At the Strategic Finance and Accounting Conference, you’ll explore the skills, insights, and leadership mindset today’s finance professionals need to shape strategy, empower teams, and fuel sustainable growth.
HIGHLIGHTS
This event is being hosted by the Ohio Society of CPAs
8:30-9:45 a.m.
The Future of Financial Leadership (1.5 SK)
Kurt Lykins, CPA, CFP - Otterbein Univeristy
9:55-10:45 a.m.
M&A Trends in the Midwest: Strategic Insights for CFOs (1 AA)
Matthew Orr, Hylant
10:55 a.m.-12:10 p.m.
Personal Wealth and Business Wealth Planning for Owner-Operators (1.5 TX)
Matthew Oberdorfer - OIC Financial Advisors & Services
12:10-12:45 p.m.
Lunch Break
12:45-2 p.m.
Data-Driven Decision Making: Building a Finance Analytics Culture (1.5 SK)
Dena Wilson, Citrin Cooperman
2:15-3:30 p.m.
The Future of Tax Prep: AI, Automation, and the Modern CPA Firm (1.5 TX)
Speaking coming soon
3:40-4:30 p.m.
Economic Update (1 SK)
Mark Sniderman, Ph.D.