Agenda

Time

Schedule

Agenda

8 - 8:15 a.m.

Online Check-In

8:15 a.m.

Welcome and Attendee Webinar Instructions 

Mike Stautberg
president, Atrium Medical Center Foundation

1.5 hours

8:30 - 10 a.m.

Succession Planning for Closely Held Businesses

Christopher P. Hennessey, JD, CPA

Peter D. McColgan

10 min

10 - 10:10 a.m.

Break and Vendor Fair

1 hour

10:10 - 11:10 a.m.

Planning for Closely Held Business:
A Case Study Integrating Succession, Retirement and Exit Plan Concepts

Joel S. Brant, JD

Christopher D. Freeman, JD

Matthew A. Kitchen, JD, CPA

Whitney B. Maxson, JD

10 min

11:10 -11:20 a.m.

Break and Vendor Fair

1 hour

11:20 a.m. - 12:20 p.m.

Year-End Tax Update

Candice DeClark Peace, JD, CPA

50 min

12:20 - 1:10 p.m.

Lunch Break and Vendor and Health Fair

LCNB National Bank

Presenting Sponsor

Afternoon Track Sponsors

Wells Fargo Advisors

Clark Schaefer Hackett

Johnson Investment Counsel

Katz Teller

Lincoln Financial Advisors

Peoples Bank

Track I

Track II

Track III

Track IV

*Attorneys only

*CPAs only

1 hour

1:10 - 2:10 p.m.

IRAs under the Secure Act

Building Flexibility in Estate Planning

Professionalism

CPA Ethics
Part I of III

Edwin P. Morrow, III JD, LLM, MBA, CFP, CM&AA

Thomas B. Holding, CFP, CLU, CRPC

Robert Donnelly

George D. Jonson, JD

Tiffany M. Crosby, CPA, CGMA, CTP, MBA

10 min

2:10 - 2:20 p.m.

Break and Vendor Fair

1 hour

2:20 - 3:20 p.m.

Retirement Plans in a World of Changing Circumstances

Medicaid Law

Ethics—A Code of Professional Responsibility

CPA Ethics
Part II of III

Leanna Ross

Ralph J. Conrad, JD

George D. Jonson, JD

Tiffany M. Crosby, CPA, CGMA, CTP, MBA

10 min

3:20 - 3:30 p.m.

Break and Vendor Fair

1 hour

3:30 - 4:30 p.m.

Market & Economic Update

Social Security Update

Substance Abuse

CPA Ethics
Part III of III

Charles Rinehart, CFA

Brandon Zureck, CFA, CAIA

Kelly S. Draggoo

Vaniska Thomas

Tiffany M. Crosby, CPA, CGMA, CTP, MBA

30 minutes presentation for a total of 6.0 CLE

Must attend all sessions for CPA Ethics Credit

6.0 - 6.5 hours total

4:30 p.m.

Closing Comments and Continuing Education Procedures