The OTA is hosting a two-part Financial Insights training on Wednesday, October 30. Led by the experts at Schneider Downs, this comprehensive training is designed to enhance your financial acumen and provide valuable tools for better business decision-making.
Session 1: Mastering Financial Reporting and Tax Return InterpretationWednesday, October 30, 11:00 am – 12:30 pmFinancial Reporting 101:
Translating Financial Statements to a Tax Return:
Session 2: Value Creation & M&A Activity in the Trucking IndustryWednesday, October 30, 1:00 pm – 2:30 pmEnhancing Company Value:
Don't miss this opportunity to deepen your financial knowledge and drive your business forward. Individual sessions are $129 for OTA members and $179 for non-members. Attend both sessions for $199 for OTA members and $299 for non-members. All sessions will be hosted at the Ohio Trucking Association headquarters in Westerville and include lunch. Attendees can attend one or both sessions.
About the Trainers:A team of experts from Schneider Downs will lead the training.
Session 1 Trainers:Brandon M. Embreus, CPASenior Manager—Assurance and Advisory ServicesBrandon, with over 11 years in public accounting, specializes in audit, review, and reporting engagements for diverse industries, including construction, transportation, technology, and manufacturing. He is a key member of the Schneider Downs Transportation & Logistics industry group.
Douglas J. Morally, CPAShareholder—Accounting, Assurance & Advisory ServicesDoug, with 17 years of experience, leads engagements across various industries such as construction, manufacturing, and retail. His expertise includes technical accounting, auditing, and business consulting, with a strong focus on internal controls and financial reporting.
Session 2 Trainers:Sarah E. Hoagland, CPASenior Manager—Tax Advisory ServicesSarah has seven years of experience in tax advisory, serving privately-held corporations, partnerships, and individuals. Her focus is on tax planning, research, and compliance, especially within the automotive, real estate, and retail sectors.
Carl D. Scharf, CPAShareholder—Tax Advisory ServicesCarl brings 17 years of experience in tax advisory, working with family-owned businesses and high-net-worth individuals. His expertise includes strategic tax planning and organizational restructuring for industries like automotive, logistics, and construction.
Thomas L. SpringerShareholder—Schneider Downs Capital, LLCTom, with over 20 years of experience, excels in strategic planning, business development, and M&A advisory. His background includes international assignments and C-level leadership, focusing on maximizing enterprise value and preparing for liquidity events.
Refund Policy:Our refund policy is as follows:
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