Co-Founder, Summit CPA Group
Adam Hale is the
Co-Founder and COO of Summit CPA Group. He primarily focuses his attention on
coaching his team and other accounting firms on delivering successful Virtual
CFO Services. Over the course of his career, Adam has crafted hundreds of
financial forecasts for small- to medium-sized businesses, helping them become
profit-aware and clarify direction.
Virtual CFO, Summit CPA Group
Tom Wadelton is a
Virtual CFO at Summit CPA Group. As a Virtual CFO Tom participates and
collaborates with leadership on all financial aspects of the business. He
primarily identifies and regularly reviews the key drivers of his clients
business to gain a better understanding of the company and to offer insights on
improvements. Tom currently sits on the board of the Indiana CPA Society as the
Chair-Elect.
Associate Brand Manager, Summit CPA Group
Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
33 Ratings
GN
Sep 23rd, 2021
The presenters were engaging and knowledgeable. Great class!
HN
Sep 24th, 2021
myCPE is great
1 Credit
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