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
