Great Lakes Subregional Meeting
**This event is open to firms in the Great Lakes subregion.**
Sub-regional meetings give firms an opportunity to get together to discuss some of the biggest issues they are facing and develop solutions through facilitated group discussions. The topics for this meeting are:
- CAS
- Tax
- Audit
- AI
- Firm Management
Learning Objectives
- Work through problems in a facilitated group discussion setting to come up with new solutions
- Learn what comparable firms are doing to address these issues
- Discover new tools for streamlining processes
- Review benchmarks and best practices
AGENDA
Monday, May 5
| 11:00 – 11:30a | Registration |
| 11:30 – 5:15p | Meeting |
| ~6:00p | Dinner & Social Event |
Tuesday, May 6
| 9:00a – 12:00p | Meeting |
| 12:00 – 1:00p | Lunch |
| 1:00 – 3:00p | Meeting |
| 3:15p | Adjourn |
FACILITATOR
Kellie Kantner
COO – Clark Schaefer Hackett
Cincinnati, OH
As Clark Schaefer Hackett’s COO, Kellie provides the leadership, management, and vision necessary to ensure CSH has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and assure financial strength and operating efficiency. Kellie plans, directs, coordinates, and oversees operational activities throughout the organization, ensuring the development and implementation of efficient operational processes and cost-effective systems to meet current and future organizational needs. Kellie has 20 years of client service, project management, and operations experience in the marketing and advertising industry. She joined CSH in May 2022. |  |
HOTEL INFORMATION
Aloft Cleveland Downtown
1111 West 10th Street
Cleveland, OH 44113
AGN Group Rate: $149/night
RESERVE YOUR ROOM
PROGRAM INFORMATION
Registration Fee: $300/person
CPE: This program will qualify for up to 10 hours of CPE credit.
Field of Study: Personal Development
Note: This event is open to firms in the Great Lakes subregion. For more information or questions about subregional meetings, email Misean Reed.
AGN is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.