Education and Training Events

We believe in providing solutions and creating value for our community. With this in mind, we offer events throughout the year to provide information on topics such as data analytics, profit improvement, tax updates, internal controls, exit planning, and more.


Register for an upcoming event or view recordings and handouts from previous events.

Upcoming Events

Topic – Preparing for Audits and Other Attest Services

Presenter: Monte Glanzer, CPA

Description: Financial statement audits, reviews, and compilations can feel daunting, but they don’t have to be.

Monte Glanzer provides tips on how to make these processes faster and smoother.

Date: July 28, 2022

Time: 11:00 a.m. – 11:30 a.m.

Location: Online (link provided upon registration)

Registration: Free 

Previous Events

Use the link below to access recordings and handouts from previous events.


Presenters: Matthew J. Dean, CPA, and Daniel Brooker, CPA

Description: Learn to identify and mitigate cybersecurity risks. Our team will provide you the steps you need to go further in protecting your organization.

Data-Driven Decision Making

Presenters: Matthew J. Dean, CPA, and Alex M. Frey, CPA

Description: Gain insights on how combining data into one reliable visual data source improves organizational awareness and leads to informed decisions for the future. 

Exit Planning

Presenters: Chris Brubaker, CPA, ABV, and Mark Wheeler, CPA, ABV, CFF 

Description: Exit planning is really business planning. Learn how to decrease risks and improve profitability for your organization. Regardless of whether you have plans to eventually sell, merge, or transition your business, now is the time to take steps to maximize the value of your business.

Fraud Prevention

Presenters: Edward J. Schmitz, CPA, CFE, CGMA and Betsy Rice, CPA

Description: Learn practical steps you can take to protect your organization from fraud.

Nonprofit Insights

Presenters: Travis Simpson, CPA, and Monte Glanzer, CPA

Description: Our nonprofit professionals provide insights to help your organization implement strong internal controls, prepare financial reports, and navigate audits.

Outsourced Accounting

Presenters: Matt Dean, CPA, CITP

Description: Matt presents an overview of how outsourced accounting works and the ways you can utilize the service to save time and money.

Profit Improvement

Presenters: Christopher C. Brubaker and Edward J. Schmitz

Description: Identify the underlying causes of poor profit performance and implement strategies to improve profitability.

QuickBooks Online – Addressing Bank Feed FAQs

Presenters: Rebecca Wamsley

Description: Rebecca Wamsley answers some of our clients’ most frequently asked questions about navigating and maximizing bank feeds in QuickBooks Online.

What Data Dashboards Can Do for You

Presenters: Jackson Packard

Description: Jackson Packard provides examples of how data dashboards can be used to improve internal controls, monitor financial transactions, and improve business decisions.