Free

“Midterm Update” - A Panel Discussion

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University of Dayton

River Campus / Marshall Room

1700 S Patterson Blvd

Dayton, OH 45409

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Five local experts, with specialties in law, finance, taxes and philanthropy, will provide an update on a variety of topics related to taxes, philanthropy, investing and business.

Our Panelists:

  • Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
  • Karen Crim, CPA, Senior Director- Tax Services for Nonprofits at RSM US LLP
  • Keith Meyer, CFP, CRPC, Senior Vice President and a partner in the Hale/Meyer Group at Morgan Stanley.
  • Mike Parks, President, The Dayton Foundation
  • Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
  • Michelle Lovely, VP, Development, The Dayton Foundation – Moderator

Registration and Networking: 7:30a - 8:00a

Program: 8:00a - 9:30a

The University of Dayton, River Campus / Marshall Room, 1700 S Patterson Blvd, Dayton, Ohio 45409

Cost: Free to all PPP Dayton Members and Guests

Refreshments: Breakfast will be provided

Continuing Education: This program is not eligible for continuing education credits

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Date and Time

Location

University of Dayton

River Campus / Marshall Room

1700 S Patterson Blvd

Dayton, OH 45409

View Map

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