Chief Executive Officer (CEO), Summit CPA Group
Jody Grunden is the CEO
and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody
transitioned the company to a distributed accounting firm in 2013. Since 2002,
Summit CPA Group has grown from a team of 2 people to approximately 50. The
company has grown extremely fast, experiencing 3-year 150% growth consecutively
over the past 3 years and being recognized by Inc. 5000.
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.
Virtual CFO, Summit CPA Group
As the Director of
Accounting at Summit CPA Group, Jamie Nau oversees the Virtual CFO team. Prior
to joining Summit, Jamie spent his time working with middle market and large
companies, both as an auditor and as a corporate accountant. During that time,
he gained a firsthand view of how important the financial numbers are to the
decision makers of these companies. Since joining Summit, he has been dedicated
to making sure clients have similar information and tools to enable them to
make the best decisions for their businesses. Jamie especially enjoys the
challenge of making difficult financial concepts easy for everyone to
understand!
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.
113 Ratings
CG
Dec 16th, 2020
I really appreciated how crisply you talked about how to give presentations and the right level of detail to cover with business owners. We can all get lost in the details sometimes and the reminder not to go there was nice!
BD
Dec 17th, 2020
The instructors did a great job presenting this material and providing real life examples of how they provide service to clients. I liked the multiple presenters versus one presenter.
TP
Dec 16th, 2020
I appreciated the multiple presenters as it kept the presentation lively and we could get multiple views on each section.
NY
Dec 17th, 2020
All presenters were knowledgeable of the topic and delivered useful information for both clients and our businesses.
SF
Dec 16th, 2020
interesting info. not really applicable to current job. but useful for future job.
1 Credit
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