Fall Forum

Overview

New For 2025!  This in-person event will be held in Wheeling WV, location is still being finalized.  

8:30am – 9:00am 
Grab-and-go breakfast and registration

9:00am – 10:15am
Estate planning seminar

10:30am – 11:20am
Breakout session 1: Banking update
Breakout session 2: Nonprofit accounting considerations

11:30am – 12:30pm
Lunch (with possible speaker)

12:30pm – 1:00pm
Break/meet the sponsors

1:00pm – 1:50pm
AI and technology for CPAs

2:00pm – 3:30pm
State tax update

CPE Hours - 6.0 hrs.