This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.
When: December 3, 2019 1:00PM - December 3, 2019 5:00PM
Networking reception will follow the event.
Where: Columbus Hilton at Easton
Agenda*:
Registration begins at 1:00 pm
1:30 p.m. - 2:20 p.m | Tax Update |
Marsha Ruddle, Shareholder, Tax Advisory Services | |
2:20 p.m. - 2:45 p.m. | R&D Tax Credit Overview |
Ross Alessandro, Shareholder, Tax Advisory Services, Research & Development | |
2:45 p.m. - 3:10 p.m. | 2018 Recap: Common Retirement Plan Errors and Corrections |
Jason Lumpkin, Practice Unit Leader, Schneider Downs Retirement Solutions | |
3:10 p.m. - 3:20 p.m. | Break |
3:20 p.m. - 4:10 p.m. | Accounting Update |
Kim James, Shareholder, Accounting, Assurance and Advisory Services | |
Nick Lombardo, Senior Manager, Accounting, Assurance and Advisory Services | |
4:10 p.m. - 4:35 p.m. | An Introduction to Robotic Process Automation |
Patrick Armknecht, Shareholder, Technology Advisory Services | |
4:35 p.m. - 5:00 p.m. | Wealth Management Update |
Dave Brinkman, Senior Manager, Schneider Downs Wealth Management Advisors, LP | |
5:00 p.m. - 6:30 p.m. | Cocktail Reception and Networking |
*4 Hours of CPE will be available
We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.
Ask us
[email protected]
p:412.261.3644
f:412.261.4876
[email protected]
p:614.621.4060
f:614.621.4062
[email protected]
p:571.380.9003