2019 Schneider Downs CPE Program and Networking Reception - Columbus

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


* required

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