Name: Strategic Finance and Accounting Conference
Start: 2026-04-22T08:30:00Z
End: 2026-04-22T16:30:00Z

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Summary & Check Out (0)

Wednesday, April 22, 2026 Live Webcast

8:30 AM - 4:30 PM EDT

Vendor Platform

4 CPE Credits in SK
3 CPE Credits in TX
1 CPE Credits in AA

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

COURSE LEVEL

Basic

Various Speakers
(4.6)

PRICING

$299.00 - Member

$449.00 - Nonmember

Note: Online pre-registration will close on April 21 at 3:00 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

OHCPA/NJCPA

AREAS OF INTEREST

View CPE Policies

Strategic Finance and Accounting Conference (E2604140)

OVERVIEW

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Various Speakers
(4.6)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Strategic Finance and Accounting Conference (E2604140)

OVERVIEW

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Various Speakers (4.6)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

COURSE DEVELOPER

AREAS OF INTEREST

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Various Speakers
(4.6)