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Great Lakes Subregional Meeting

Type: Other meetings

Starts
19 May 2025 11:00 am ET
Ends
20 May 2025 3:30 pm ET

**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

Zack Wagner, CPA
Partner – CTBK
Amherst, NY

 

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.

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