2026 CFO SUMMIT

Welcome to the 2026 CFO SUMMIT! Join us for a day of networking, learning, and collaboration with top financial executives from around our region. This in-person event will take place on Thursday, November 12, 2026 at the Four Winds Hotel South Bend.

Get ready to gain valuable insights, exchange ideas, and build connections that will help elevate your career and business. Don't miss out on this opportunity to connect with industry leaders and take your financial expertise to the next level. See you there!

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 your leadership teams current tax issues of relevance to their organizations
• Apply knowledge of economic trends and forecasts to help set strategy
• Identify the factors that influence successful execution and identify practical strategies to align leadership, culture, and communication with desired business outcomes.
• Recognize how finance leaders can use AI to increase organizational value through practical implementation strategies, informed risk management, and sound decision-making.

WHO SHOULD ATTEND

• Chief Financial Officers (CFO)

• Vice Presidents of Finance

• CPAs in Private Industry

• Controllers

CPE INFORMATION

Program Sponsor: Kruggel Lawton CPA

Recommended CPE: Up to 8 hours. Final CPE will vary based on breakout attendance.

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.

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 Learning no-reply@lcvista.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.

In accordance with the standards of the National Registry of CPE Sponsors, credits will be 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.