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, M.B.A., EA, CPA, CFP - Otterbein University
- Explore how the CFO role is changing inside modern organizations
- Identify leadership skills finance teams will need next
- Consider how finance leaders can influence strategy beyond the numbers
9:55-10:45 a.m.
M&A Trends in the Midwest: Strategic Insights for CFOs (1 AA)
Matthew Orr, Hylant
- Review current deal activity and patterns in the Midwest
- Discuss valuation, financing, and integration challenges CFOs face
- Apply regional deal insights to real‑world decision making
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
- Connect business decisions to personal financial outcomes
- Examine planning strategies across ownership, taxes, and succession
- Recognize common planning gaps for owner‑operators
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
- Learn how finance teams can move from reports to insights
- Identify practical steps to strengthen analytics capabilities
- Encourage data use in everyday financial decisions
2:15-3:30 p.m.
The Future of Tax Prep: AI, Automation, and the Modern CPA Firm (1.5 TX)
Raj Shah
- See how AI and automation are reshaping tax workflows
- Evaluate where technology adds value and where judgment matters
- Consider implications for staffing, skills, and client service
3:40-4:30 p.m.
Economic Update (1 SK)
Mark Sniderman, Ph.D.
- Review current economic conditions affecting businesses and households
- Understand key trends in inflation, interest rates, and growth
- Translate economic signals into financial planning considerations