Community Announcements

  • Upcoming Meetings!

    July 16th 
    - Understanding How Secure Act 2.0 Impacts Retirement Savings & Employee Participation (Ryan Canales)
    - Look Forward, Not Backward (w/ Better Cash Flow Forecasting!) (Roger Scherping)

    August 20th
    - EOS (Entrepreneurial Operating System) - How It Can Make a Difference for Your Organization (Christopher Thiel)
    - An Inside Look at the YMCA - Running a Non Profit with Responsible Financial Management (tbd)

    September 17th
    - How Finance & Accounting Can Help Sales to Improve Cash Flow (Steve Griffith)
    - Presentations That Don't Put Your Audience to Sleep! (Billy Earnest)
    * Professional Photographer for LinkedIn headshots!

    October 15th
    - Cyber Security Tips & Tricks (Neal Juern)
    - Forecasting, Failures & Fixes:  How AI is Helping CMAs Help Family Owned Businesses (Davis Webb)

    Future Speakers - presentations tbd
    David Soldano - How Knowing the Numbers Makes ALL the Difference
    Liz Papagni, Fractional Chief Marketing Officer
    Harry Looknanan, Jr., Commercial Banker w/ PNC

    More