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Free CPE Webinar: Lessons Learned from a Non-traditional Merger

Published by Summit Marketing Team on Mar 27, 2023 8:46:18 AM




Lessons Learned from a Non-traditional Merger


This webinar has already occurred
but you can catch the replay to the left.


Subscribe to our YouTube channel!

It’s been nearly a year since Summit CPA Group merged with Anders CPAs + Advisors. While on this merger journey, we’ve discovered a few things. In this webinar, Jody Grunden, Partner at Anders CPAs + Advisors, and David Hartley, Partner and Director + Advisory Services, discuss the benefits of a merger. They will also dive into what firms should know before merging.


In this free CPE webinar you will:

  • Discover what modern firms are looking for in a merger
  • Learn what a merger process is like
  • Explore the lessons Anders and Summit learned during the merger


Who should attend:

  • Practicing accountants curious about the merger process
  • Firm owners considering a merger
  • CPAs exploring the components of a merger



Webinar Presenters



David Hardley Headshot




Tom Wadelton - Summit CPA Group


David Hartley

Partner and Director + Advisory Services

Jody Grunden

Partner, Anders CPAs + Advisors


Tom Wadelton

CPA - Virtual CFO at Summit CPA Group



Summit CPA Group I Accountant Community

Participants will earn 1 CPE Credit in the Business Management and

Organization field of study

Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based



Registration: RSVP to attend The CFO Community online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328

NASBA Sponsor Identification Number: 109352


Summit CPA Group 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.





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