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We'd love to speak at your event!

jody_grunden_speaking

With 20+ years of experience in both public and corporate accounting, Jody Grunden and his partner Adam Hale pioneered the concept of a Virtual CFO back in 2002 just after they founded Summit CPA Group.

The Summit CPA Group team specializes in topics like KPIs, Financial Forecasting, Virtual CFO Services, 401K Audits, and How to Run a Distributed Team.

Our Virtual CFOs have been asked to speak to National Group Conferences, State CPA societies and Client events on various topics including Cash Flow Management, Fraud Prevention and Detection and Strategic Planning.

Team members like Kristen ReinkingJake Grimm and Jamie Nau take an active role in public speaking and conference moderation and would be happy to offer their expertise at your next event.

For speaking opportunities, call us at (260) 497-9761 or email marketing@summitcpa.net.

 


Upcoming Events

 

DCPA Summit

December 4-5, Washington, DC

Bureau of Digital Ops Camp

December 5-7, New Orleans, LA

 

Recent Conference Participation

 

Accounting & Finance Show

July 11-12, New York City, NY
Jody will lead a discussion on distributed companies
Jody will also moderate a panel on Virtual CFOs

 

Bureau of Digital Online Summit

July 20, 2018
Financial Literacy: Jody Grunden | 5 Cash Flow Mistakes to Avoid While Running a Digital Shop

 

Accounting & Finance Show

July 25-26, Los Angeles, CA
Jody will lead a discussion on distributed companies
Jody will also moderate a panel on Virtual CFOs

 

Indiana Society CPA: Small Firm, Big Business

August 17, 2018, Carmel, IN
Jody Grunden, CEO & Co-Founder will present a session on Tech Tools.

 

Bureau of Digital Owner Camp

October 15-18, Granby, CO

Jody Grunden and Jamie Nau are presenting at the Bureau of Digital Owner Camp. Their presentation will be on Cash flow cycle, Production Metrics & Financial Metrics, and Pipeline Metrics. They will be introducing their industry metrics to the camp attendees.

DRUPALCON 2017

BALTIMORE, MD

Jody presented “Forecasting with Metrics for Digital Agencies.”

OWNER CAMP

CHICAGO 2015, SEATTLE 2015, SAN FRANCISCO 2015, PUERTO RICO 2016, MONTREAL 2016, ATLANTA 2016, HONOLULU 2017, SAN DIEGO 2017, SONOMA VALLEY 2017

owner_camp_participantRunning a digital agency is tough. Owner Camp attendees determine the content at each Owner Camp, ranging from discussion topics such as managing growth, time tracking, sales cycles, company culture, and grooming your client list to the law. 

OPERATIONS CAMP

NEW ORLEANS 2015, MIAMI 2015, SEATTLE 2016, ASHEVILLE 2016, RANCHO SANTA FE 2017

operations_camp_participantOperations Camp takes everything a digital studio provides, puts it in a box, and flips it over. They reconstruct everything using the collective knowledge and know-how of some of the best studio operators around.

This isn’t a traditional conference—it’s three full days of open and honest discussion about the tools, practices, and principles that make studios thrive. It provides insight on how to fix the "stuff" that keeps us up at night.

DIGITAL PM CAMP

NEW ORLEANS 2016

Running digital projects is no easy task. Like many digital PMs, you probably didn’t study any form of project management in college, and you probably don’t have a PMP. Even if you do, you may be facing challenges—the same challenges your peers are facing and solving every day. Digital PM Camp is not a lecture, it's a series of moderated, candid conversations.

YONDER

SAN DIEGO 2015, SAN DIEGO 2016

Yonder.ioYonder is a roundtable discussion for founders, owners, CEOs, and other company leaders. It's a chance for distributed organizations to get on the same page in order to move their respective industries in the right direction. Conference participants swap notes and share what they've all learned.

DCPA

SAN FRANCISCO 2017

The Digital CPA community and profession’s leaders who are truly embracing the Digital CPA era gather annually for the Digital CPA Conference. DCPA17 was full of engaging content including Jody’s presentation on the best practices for effective proposals and SOWS for client accounting services.

Summit CPA Group 

Phone: (260) 497-9761
Fax: (260) 440-8093 

info@summitcpa.net

 



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