Agenda
7:00 AM - 8:00 AM
Breakfast/Networking
8:00 AM - 8:05 AM
Welcome Chair of Summit
J. Stephen McNally, CMA, CPA
8:05 AM - 9:00 AM
Artificial Intelligence
Mike DePrisco, IMA CEO
By attending this session, participants will become aware of the evolving role of accounting and finance professionals in an AI-enabled environment. Rather than replacing human expertise, AI is redefining it, shifting accountants and finance professionals from data processors to strategic business partners who must develop new competencies in data literacy, AI oversight, and critical thinking.
9:00 AM - 10:00 AM
Cyber Security
John Iannarelli, ESQ, CSP FBI Special Agent (Ret.)
By attending this session, participants will: Understand the cyber vulnerabilities to your business. Learn how to avoid becoming a victim of cybercrime. Know what to do if a cybercriminal attacks. This presentation references FBI John’s books Disorderly Conduct and WTF: Why Teens Fail and What to Fix, a guide to being safe on the Internet and elsewhere.
10:00 AM - 10:15 AM
Morning Networking Break
10:15 AM - 11:15 AM
Strategic Planning in an Era of High Economic Uncertainty
Gaby Lahoud, CFA, CMA, CSCA, PMP, MBA, Chair ORC
In this session, participants will move beyond traditional, static forecasting to master the art of antifragile strategic planning. You will learn to construct robust multi-scenario frameworks that prepare your organization for diverse economic futures, such as stagflation or rapid recovery, while identifying the critical "trigger points" that signal when to pivot. By stress-testing financial resilience metrics and adopting dynamic capital allocation techniques, you will gain the tools to protect your liquidity and aggressively pursue "no-regret" investments. Ultimately, you will walk away with a practical blueprint to transform market volatility into a decisive competitive advantage, ensuring your organization is ready to deploy capital and lead while others remain paralyzed by uncertainty.
11:15 AM - 12:15 PM
Economic Development Incentives Demystified: Every Finance Leader Should Know
Toby Rittner, President & CEO CDFA
By attending this session, participants will be able to: - Identify key economic development finance programs and incentives available to Ohio businesses across local, state, and federal levels. - Evaluate which development tools and partnerships best align with their organization’s growth strategies and financial goals. - Apply practical steps for engaging with economic development organizations and leveraging available resources to maximize business impact.
12:15 PM - 1:10 PM
Network Lunch and IMA Update
Mike DePrisco, IMA CEO
1:10 PM - 2:40 PM
Crucial Communication Team Building Secrets Every Confident Leader Should Know
Kristie Stocker, CEO of Kinetik Edge LLC
Leadership tips, success strategies, motivational stories, and expert advice to help you become the passionate, confident leader you're meant to be.
2:40 PM - 3:00 PM
Afternoon Networking Break
3:00 PM - 4:00 PM
Leadership & Ethics: Lessons from the FBI
John Iannarelli, ESQ, CSP FBI Special Agent (Ret.)
By attending this session, participants will: Learn how to identify the traits that promote leadership and ethics. Hear effective strategies for expanding leadership capabilities. Learn how to leverage employee skills to enhance success. This presentation references FBI John’s latest book, Disorderly Conduct.
4:00 PM - 5:00 PM
“Reaching New Heights”
Alan Mallory, Writer and Adventurer
By attending this session, participants will learn: - Developing an adaptive and growth-oriented mindset - Empowering team members to confidently make informed decisions - Practical tools to stay agile and integrate lessons learned quickly - Managing focus under pressure and through incremental goals - Techniques to build resilience and persevere through adversity - Fostering psychological well-being to sustain long-term performance - How to develop trust, respect, and strong cohesion within teams - Effective risk management for anticipating and responding to challenges
5:00 PM
Closing Remarks