January 14, 2021: Chapter Meeting

CFO Panel Discussion

Topic:  Finance Digital Transformation (Artificial Intelligence (AI) and Robotic Process Automation (RPA) in Finance).

The keynote address will be in the form of a panel discussion. The following are scheduled to appear to share their thoughts and experiences with digital transformation:

Special Welcome Message from Lt. Governor Jon Husted: As founder and first Director of InnovateOhio, Jon has a strong focus on technology and innovation that transforms services and saves money for businesses and taxpayers of the State of Ohio.

Panel Members:

Erik Asgeirsson, President and CEO of CPA.com: Erik has led CPA.com, a subsidiary of the AICPA, for 15 years. He is viewed as a leading change agent for technology adoption across the accounting spectrum. For the past decade, his focus has been on cloud computing solutions and more recently on artificial intelligence.

Jeff Bissell, Corporate Treasurer (previously CFO) at NMG Aerospace: NMG Aerospace (“NMG”) is a $110 million annual revenue, family-owned aerospace manufacturing company, headquartered in Stow, Ohio. Jeff has always been on the leading edge of technology and implemented an A/P system through NMG’s ERP system that automates the scanning and matching of supplier invoices.

Naveed Iqbal, PhD, CEO and Founder of Dolr: Naveed founded Dolr, A FinTech student loan repayment platform that is using AI in its business model and strategies. As well as being an executive/owner, he is also a mathematician, data scientist and has a breadth of experience with evaluating strategy and the implications of incorporating AI into a business model.

Program Moderator: Robert Shenton, Partner, Plante Moran

An invitation has been extended to the Members of Ohio Society of CPAs to join us at our January meeting.

Professional Development Session

Presented by CBIZ Retirement Plan Services

Topic: The State of the Global Economy and the Investing Environment
Presenter: Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services

Anna Rathbun, Chief Investment Officer of CBIZ Investment Advisory Services will share the current state of the global economy amidst the coronavirus pandemic, as well as the market impact, risks, and opportunities

CPE Credit Earned: 1hr

Event Details/Registration

Date: Thursday, January 14, 2021
4:00 p.m. – 5:00 p.m. Professional Development Session
5:00 p.m. – 6:00 p.m. Virtual Networking Reception
6:00 p.m. – 7:00 p.m. Welcome and opening remarks from Lt. Governor Jon Husted followed by CFO Panel Discussion



Please Note: There is no cost for this event, however, advanced registration is required.  A confirmation email and registration link will be sent to you directly from Zoom.
This link should not be shared with others; it is unique to you.