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

Insights for Nonprofits

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

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

Date: November 18, 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.


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.


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.