2023 CFO SUMMIT

The CFO Summit provides expert knowledge for finance and accounting executives. Join us for a day to plug in, recharge, and connect with other professionals in your field.

This year’s full-day event at the Essenhaus Inn & Conference Center will address some of the more pressing challenges and issues CFOs and their organizations are facing during these times of tremendous challenge – and opportunity.

The cost to attend is only $100 per person and includes 8 hours of CPE credit, continental breakfast, and lunch. This year we will be sharing the Summit materials digitally for anyone interested in printing the presentations out ahead of time. We will no longer provide handouts at Essenhaus in an effort to reduce paper waste. A link to the materials will be emailed to attendees in October.

The CFO's perspective serves as the foundation for every session we plan at CFO Summit. We will examine what's coming down the line in tax reform, strategic planning, HR, technology, and much more. That way, you can map a confident course of action - one that will lead to success in the year ahead and beyond.

WHO SHOULD ATTEND:

• Chief Financial Officers (CFO)
• Executive Vice Presidents of Finance (EVP)
• CPAs in Private Industry

Controllers

SESSION INFO

For the 2023 CFO Summit, we have arranged a diverse group of experts to provide meaningful insights for CFOs and financial managers, including:

• Timely tax update, changes, and opportunities from Kruggel Lawton CPAs’ tax experts
• The Crystal Ball is Cloudy presented by Jim Robey - Principal, Robey Analytics, LLC
• Data Analytics and Fraud: Making Your Data Work for You presented by Bethany Verble, CPA, CFE - Senior Manager, Consulting, Maner Costerisan
• Panel discussion: A CFO's Role in Business Succession - Moderated by Grant Hellwarth, featuring Trace Cole - CFO, Lacay Fabrication & Manufacturing, INC., Dan Stichter, CPA - CFO, Rochester Iron & Metal, and Kevin Hochstedler - Consultant and Board Member
• Vision without Traction is Hallucination presented by Charlton Keultjes - Professional EOA Implementer, EOS Worldwide
• Panel discussion: Managing Financial Risk within Employee Benefits - Moderated by Laura Butler - Practice Leader | Employee Benefits, Gibson, featuring Ray Korson - Principal | Employee Benefits, Gibson, Melissa Rix - Compliance Specialist | Employee Benefits, Gibson, and Keith Young - Consultant | Employee Benefits,  Gibson