Marc Matteson
• Business Strategy and Succession
Planning; Ashland Manufacturers
Council • Tax Policies, Foreign Trade
and Workforce Issues in the
Manufacturing Industry; National
Association of Manufacturers Maribeth Wright
• The Impact of Community Leadership;
Leadership Guernsey County
graduation ceremony
Paul McEwan
• New Developments in Retirement
Plans and Related Fiduciary
Duties; The Knowledge Group
webinar David Shallenberger
• Business Strategy and Succession
Planning; Ashland Manufacturers
Council • Tax Filing Requirements and the Form
990; John Carroll University
• Differentiating Yourself in the
401(k) Marketplace; Rea
& Associates and Nationwide Kyle Stemple
• Strategic Planning and Succession
Planning; Rea’s Manufacturing
Education Day • Embracing the Future of 401(k)
Retirement Plans: Developments
Uncovered!; The Knowledge
Group webinar Rebecca Weiand (Practice Growth)
• The Importance of Market
Research; Walsh University’s
“Professor For A Day” program Brent Ardit
• Tax Law Changes that Impact
Businesses; National Ground Water
Association conference
• Risk Mitigation Through Best
Practices in Plan Governance;
Rea & Associates webinar Renee West (HR)
• HR Law and Workforce Readiness;
Ohio Society for Human Resource
Management State Council Direc-
tors national conference
Heather McNichols
• QuickBooks Workshop;
Akron SCORE
Jordan Miller
• Tax Updates That Could Impact
You; Millersburg Rotary Club
meeting
• General Tax Topics Discussion;
Love INC Fresh Start meeting
• Tax Law Changes and Updates;
Holmes County Chamber of
Commerce
Zac Morris
• Hot Tax Tips; Ohio Mid-Eastern
Regional Education Service
Agency’s annual in-service day
• Hot Tax and Audit Topics; Ohio
Association of School Business
Officials (OASBO)
Dustin Raber
• Business Strategy and Succession
Planning; Ashland Manufacturers
Council
• Strategic Planning and Succession
Planning; Rea’s Manufacturing
Education Day
• What Are Your Cornerstones for
Life and Growth?; The 3rd Annual
Millennial Leadership Exchange
• The Top 5 Habits of Destructive
HR Leaders; Tuscora Chapter of
the Society for Human Resource
Management
Annie Yoder
• Hot Topics about Auditing; County
Auditors’ Association of Ohio
northeast district meeting
Southeast Ohio Region
(Cambridge, Marietta & Zanesville
offices)
Chad Bice
• The Significance of Healthy
Financial Habits; Dresden
Elementary School
West Central Ohio Region
(Lima & Dublin offices)
• The Importance of Business
Development; Columbus Board of
Realtors Leadership Academy
Chris Axene
• Financial Best Practices for Small
Businesses in 2017 panelist; Dublin
Chamber of Commerce
• Hot Tax Tips; Ohio Mid-Eastern
Regional Education Service
Agency’s annual in-service day
• Business Acquisition and Due
Diligence; Central Ohio Business &
Wealth Planning Council
• Helping a Client Prepare for the Sale of
a Business; Society of Financial Service
Professionals 2017 Fall Symposium
• Top Year-End Tax Ideas that Will Change
Your Life; Dublin Entrepreneurial Center
• Why the Dublin Entrepreneurial Center
is Important; City of Dublin video
Dave Cain
• Pathways to Growth Through
Strategic Acquisitions panelist; Dublin
Entrepreneurial Center
• Making Your Business Thrive;
Dublin Entrepreneurial Center
Katie Brown
• Careers in the Accounting
Industry; Zane State College
capstone class • Happenings in our Industry and
Challenges our Clients are Facing;
Dublin Entrepreneurial Center
roundtable discussions
Lane McCartney
• Tax Filing Requirements and the
Form 990; John Carroll University • Top Year-End Tax Ideas that Will Cha nge
Your Life; Dublin Entrepreneurial Center
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