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

New Leasing Standard: 

Presenter: Tom Groskopf, CPA, CVA, MBA

Description: If your company utilizes US GAAP Financial Statements and leases property or equipment, join us to learn how the new leasing standard will impact your financial reporting.

Tom Groskopf, CPA, CVA, MBA, will present details of the standard and information on how to comply with the new requirements.

Date: June 22, 2021

Time: 8:30 a.m. – 12:00 p.m.

Location: Zoom (link provided upon registration)

CPE Credits: 4 hours

Registration: Free

Exit Planning: Create a Strategy to Accelerate the Marketability of Your Business

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

Description: If you have plans to sell, merge, or transition your business in the next one to five years, now is the time to begin to make plans.

Our team can help you reap maximum value as you exit your business.


Join Chris Brubaker, CPA, ABV, and Mark Wheeler, CPA, ABV, CFF, to learn how to decrease risks and improve profitability in order to improve the marketability of your most valuable asset.

Date: July 20, 2021

Time: 11:00 a.m. – 12:00 p.m.

Location: Online (link provided upon registration)

Registration: Free 

Previous Events

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

Data-Driven Decision Making

Presenters: Matthew J. Dean and Alex M. Frey

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

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.


Profit Improvement

Presenters: Christopher C. Brubaker and Edward J. Schmitz

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