Panel: Defining a High-Impact Technology Investment Strategy
Thursday, November 2, 2023 | 1:30-2:30 p.m. CT | 11:30 a.m.-12:30 p.m. PT
Join our panel discussion as we dive into the various stages of a digital journey. Whether you want to better leverage the technology investments you already have or are looking to transform your operations with new investments, you will gain an understanding of the different ways organizations can approach their technology investment strategy.
CPE Credits: 1 See website for more details.
PANELISTS:
Shelley L. Earsley, CPA, PMP, Partner/Technology Consulting Practice Leader | Eide Bailly
Amber Vogel, Transformation Office Director | Eide Bailly
Lisa Reich, Chief Financial Officer | TrueNorth Steel
Lee Dillard, Vice President of Finance | SMSC Gaming Enterprise, Mystic Lake Casino Hotel & Little Six Casino
Wealth Transition Update
Monday, November 6, 2023 | 12-1 p.m. CT | 10-11 a.m. PT
Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business, and your family. Join us for our wealth transition update to learn about strategies that may benefit you and your family as you plan for the future.
CPE Credits: 1 See website for more details.
PRESENTER
Devin Hecht, J.D., LL.M., Principal | Eide Bailly
Economic and Market Update with Jeffrey Kleintop
Tuesday, November 7, 2023 | 12-1 p.m. CT | 10-11 a.m. PT
Eide Bailly Wealth invites you to join us for a webinar presentation by Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the global market outlook.
CPE Credits: 1 See website for more details.
FACILITATOR
Brett Myer, CFA, CIMA®, Investment Strategy Director | Eide Bailly Wealth
PRESENTER
Jeffrey Kleintop, CFA, Managing Director, Chief Global Investment Strategist | Charles Schwab & Co., Inc.
Increase Cash Flow – Benefit from Available Credits & Incentives in the Built Environment
Monday, November 13, 2023 | 12-1 p.m. CT | 10-11 a.m. PT
During this session we will share how energy efficiency incentives, including 179D and 45L, may impact your investment in clean, renewable energy technology. We’ll also explore how building and building improvement assets that are associated with a building purchase, new construction, or renovation may provide opportunities for savings.
CPE Credits: 1 See website for more details.
PRESENTERS
Mark Rogers, Principal, Business Credits & Incentives | Eide Bailly
Joe Sawatske, HERS Rater, Principal/Energy Incentives | Eide Bailly
Kristin Gustafson, PE, CEM, BEMP, LEED AP, Director of Energy Efficiency Incentives | Eide Bailly
Josh Steinmetz, PE, Senior Manager | Eide Bailly
Ending the Year Right
Thursday, November 16, 2023 | 12-1:30 p.m. CT | 10-11:30 a.m. PT
Join us for a discussion surrounding updates and items to keep in mind as you prepare for year-end. We’ll provide information to help you correctly report both 1099 and W2s for 2023 and provide relevant updates for federal compliance.
CPE Credits: 1.5 See website for more details.
PRESENTERS
Angie Ziegler, CPP, Principal | Eide Bailly
Jillian Robison, CPA, National OMS Sr Manager | Eide Bailly
Kate Stenzel, CPP, Outsourced Payroll Sr Manager | Eide Bailly
Secure Act 2.0 Provisions
Wednesday, November 29, 2023 | 12-1 p.m. CT | 10-11 a.m. PT
During this webinar, we will discuss up-to-date information on Secure Act 2.0 provisions, how they impact plans, when they come into effect, and what they could mean for you.
CPE Credits: 1 See website for more details.
PRESENTERS
Maria Schwingler, CPA, Partner/Employee Benefit Plan Industry Leader
Matt Cawley, Growth Strategy Director | Eide Bailly Wealth
The Anatomy of a Cyberattack: Inside an Incident
Thursday, November 30, 2023 | 9-10 a.m. CT | 7-8 a.m. PT
During this webinar we will discuss the anatomy of a cyberattack, from initial reconnaissance all the way through post-incident analysis. We’ll also cover best practices for defending against an attack, strategies for responding quickly, and common tactics used by attackers such as phishing, malware injection, and privilege escalation.
CPE Credit: 1 See website for more details.
PRESENTER
Kyle Hendrickson, CISSP, Director/Cybersecurity Practice Leader | Eide Bailly