With quarterly mini-symposiums, quarterly webinars AND additional special events all over Southwestern Ohio, there is always something going on in our chapter!

Sign up for our monthly newsletter and/or follow us on LinkedIn to keep up to date with what is happening locally. More details coming soon!

2025 Events (More to Come!)

*events subject to change

Ethics with Bill Schretter

Virtual | August 26 | 2 - 4pm

Finance Mini-Symposium Joint Event with CFA Society of Cincinnati

In-Person | September 17 | Hilton Netherlands Plaza

Revisiting the 4% Rule with THE Bill Bengen

Virtual | Wednesday, October 22 | 12:00pm

Joint Event with CEPC

In-Person | November/December

The Roadmap to a Transaction

Virtual | Wednesday, January 14 | 11:30am

2026 All Ohio Symposium

Hybrid | Monday-Tuesday, April 27-28 | Columbus
Save the Date for 2026!