Strategic Alliance Education Series (SAES) Events

Our firm is committed to providing high-quality, valuable training and development opportunities to our clients and our strategic alliances.  The Corrigan Krause Strategic Alliance Education Series includes a number of educational events geared toward professionals within the accounting industry.

To register, please click the REGISTER HERE button below and follow the prompts. We look forward to seeing you!

13th Annual SAES Summit

October 20, 2021

Emerald Event Center

For our 13th year, Corrigan Krause is thrilled to present our annual SAES Summit, a full day of energizing and insightful speakers and presentations. Attendees will walk away with 8 hours of CPE credits and valuable networking opportunities!

This year’s keynote speaker is Adelaide Ness, Owner and Chief Learning Officer of The Rainmaker Companies. She will present Raising the BAR Through Collaboration. In this highly interactive session, Adelaide will cover the importance of building collaborative relationships with colleagues, clients and connections inside and outside of your company. She will discuss the power of a team and the power of a plan and walk attendees through ways to make changes stick by raising the B.A.R. (Behavior, Accountability and Results).

Industry experts will also cover what advisors need to know about cryptocurrency, technology and software for tomorrow’s world, new lease accounting standards, the benefits of a comprehensive financial planning process, the CPA’s playbook to exit planning, principles of effective communication and more.

All sessions are designed to be interactive, so bring your questions! We will wrap up the day with a happy hour where attendees will have the chance to network with each other and our experts. If you have any questions, please email info@corrigankrause.com. We look forward to seeing you at the Emerald Event Center in Avon, Ohio on October 20th!

Adelaide Ness

Chief Learning Officer

The Rainmaker Companies

 

About Our Keynote

 Raising the BAR Through Collaboration

In this highly interactive session, Adelaide will cover the importance of building collaborative relationships with colleagues, clients and connections inside and outside of your firm. She will discuss the trends in the profession and how this will impact the future in the way we serve, sell and build relationships. Adelaide will discuss the power of a team and the power of a plan and walk attendees through ways to make changes stick by raising the B.A.R. (Behavior, Accountability and Results)

AGENDA

8:00 a.m. – 8:30 a.m.

Registration & Breakfast

8:30 a.m. – 8:45 a.m.

Tom Harrison (Corrigan Krause)

Corrigan Krause Introduction

8:45 a.m. – 10:15 a.m. – KEYNOTE

Adelaide Ness (The Rainmaker Companies):

Raising the BAR Through Collaboration

10:15 a.m. – 10:30 a.m.

BREAK

10:30 a.m. – 11:15 a.m.

Tim Monroe (Corrigan Krause):

What Advisors Need to Know About Cryptocurrency

11:15 a.m. – 12:00 a.m.

Jason Fordu (Calyx)

Technology Spotlight: Cybersecurity & New Modern Business Concepts

12:00 p.m. – 12:30 p.m.

Lunch & Networking

12:30 p.m. – 1:15 p.m.

Tim Eyerman and Brian Rees (CKE Financial Services)

The Benefits of a Comprehensive Financial

Planning Process

1:15 p.m. – 2:00 p.m.

Tara Murphy (The Huntington National Bank)

SBA Update

2:00 p.m. – 2:15 p.m.

BREAK

2:15 p.m. – 3:00 p.m.

Jesse Hudson (Exit Planning Institute)

A CPA’s Playbook to Exit Planning

3:00 p.m. – 3:45 p.m.

Molly Stinn, Tommy Sustar, Sheri Terens, Alexis Burch (Corrigan Krause)

Panel Discussion: ASC 842 – Lease Accounting Standards

3:45 p.m. – 4:15 p.m.

Scott Hanis (Fortitude HR Solutions)

Principles of Effective Communication

4:15 p.m. – 4:30 p.m.

Wrap up/conclusion

4:30 p.m. – 5:30 p.m.

Happy Hour

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