Fall Forum - Returns in 2026

Overview

Returning for 2026! This in-person event will be held in Wheeling WV at Oglebay Park.

Join us for professional education, timefly updates, and opportunities to connect with colleagues

Agenda 

8:30am – 9:00am 

• Registration and Grab & Go breakfast 

9:00am – 10:15am

• Succession Planning for Small Business
• Speaker: John Halterman
• Beacon Wealth Management

10:30am – 11:45am 

• Do’s and Do Nots of HR: What CPAs Need to Know 
• Speaker: Anne Lavelle
• CTR Payroll | HR

11:45am – 1:00pm  

• Lunch Break 
• Interaction with Sponsors

1:00pm – 2:15pm

• Building Your Brand 
• Speaker: Sabrina Donahue-Moore
• VDM Management Co, LLC

2:30pm – 3:30pm 

• Self-Employment Taxes & Limited Partner Exceptions
• Speaker: Hale E. Sheppard 
• Eversheds Sutherland

CPE Hours - 6.0 hours

Level - Open to All