This is a meeting geared for partners or planned successors of our member firms only.  We will meet at the Inn at Honey Run in Millersburg, Ohio.  Please call Krista for more information 937-222-1872.  If you plan to attend but have not confirmed your reservation with Krista, please do so ASAP.

Logistics:  Class will be held in the Sage room from 8:30am – 4:30pm each day.

• Breakfast and afternoon snacks will be served in the class room (Sage). Beverages will be available all day.
• Lunch will be served in the Tarragon Dining Room from 12:00pm – 1:00pm and we will be able to order off the lunch menu. Sample menu here: https://www.innathoneyrun.com/dining/menu/
• Dinner on Sunday will be on your own
• Group Dinner Monday will be at 6pm in the Tarragon Restaurant. We will order off the dinner menu.
• Hotel reservations have been made; attendees will pay for their rooms on site. If you did not confirm a room, but need one please contact Krista at 937-222-1872.
• Guests will depart after class on Tuesday afternoon.

Speakers and Topics:

Monday – Succession Planning

• Emmet Apolinario of Sunbelt Business Advisors and Don Schinn with Action Coach will speak to the group.

Tuesday – CPA Network Roundtable and Medical Marijuana

• Albert Lin from Baker Hostetler will present to the group for 2 hours and will answer questions on accounting and liability issues related to clients in the medical marijuana industry new to our state.
• We will share our updates from the past year with the group
• We will go over our annual survey
• We will update on progress made with the strategic plan
• Next term officers for the network