Our highly anticipated annual event is now open for registration! This in-person event will take place on Wednesday, November 5, 2025 at the Four Winds Hotel South Bend.

If you’re a CFO Summit veteran who has attended in the past, you’re already familiar with the value it brings – and you can expect another exceptional experience this year. If this is your first go-round, you’re truly in for a treat.

The CFO Summit serves as a launchpad for finance specialists to elevate their niche expertise. It offers an exemplary platform to connect with other financial professionals and leaders from around the region and provides access to meaningful insights on key topics relevant to today’s economic climate.

This year’s lineup features dialogue pertaining to business valuation, emerging HR related risks, the Working Genius model, AI, and much more. Register today and secure your spot so you don’t miss out on all the action.

SESSION INFORMATION

Location: Four Winds Hotel South Bend – Ribbon Town Ballroom
Delivery Method: Group-Live
There will not be a virtual option available.

SESSION DESCRIPTION

The CFO Summit provides expert knowledge for finance and accounting executives. Join us for a day to plug in, recharge, and connect with other professionals in your field.

SESSION OBJECTIVES

By the end of this course, you will be able to:

• Describe and share with their leadership teams current tax issues of relevance to their organizations
• Apply knowledge of economic trends and forecasts to help set strategy
• More effectively navigate emerging risk and compliance requirements in critical employment/human resources areas
• Access effective team-building concepts via an innovative assessment tool for confirming one’s strengths and “working geniuses”
• Appreciate practical use cases and risk issues surrounding the use of artificial intelligence for finance/accounting functions.

WHO SHOULD ATTEND

Chief Financial Officers (CFO)
Executive Vice Presidents of Finance (EVP)
CPAs in Private Industry
Controllers

CPE INFORMATION

Program Sponsor: Kruggel Lawton CPA
Recommended CPE: To Be Announced
Prerequisites: None
Advanced Preparation: None
Program Level: Overview
Refund Policy: You must cancel your registration within 7 days prior to the event to receive a full refund.
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 574.289.4011 or email kl_marketing@klcpas.com.

In accordance with the standards of the National Registry of CPE Sponsors, credits have been granted based on a 50-minute hour. State boards of accountancy, state bars, and other state regulatory bodies have final authority on the acceptance of courses for continuing education credit. Please check with your state board regarding applicability of this course towards your continuing education requirement.

CPE CERTIFICATES

CPE certificates will be based on sign-in at the conference. CPE Certificates will be issued within three weeks from the conference date and will be sent from kl_marketing@klcpas.com. Please be sure that this email is not blocked by your company firewall. We ask that all attendees sign-in regardless if you need CPE or not. For safety reasons, it is important that we can account for all our of guests.