At Meaden & Moore, we strive to provide timely, practical insights that help professionals navigate today’s complex business and financial landscape. Our 2025 Xcelerate CPE Learning Series continues this mission, bringing together experts to share actionable knowledge, best practices, and innovative strategies that support both personal and organizational growth.
This fall, attendees gained valuable perspectives from industry leaders on a range of critical topics—from accounting updates and tax legislation to leading with empathy, cybersecurity, and strategic outsourcing. Sessions were designed to promote engagement, encourage discussion, and foster learning that can be applied immediately in the workplace.
A special thanks to our moderators, Sarah K. Lynch, CPA, Partner-in-Charge of Assurance Services Group, and Barry E. Thoman, CPA, Vice President, Assurance Services Group, for their leadership and support throughout the Series!
Highlights from the Series Include:
Accounting Update – Kelli Bernstein, Vice President at Meaden & Moore,
reviewed Accounting Standard Updates effective for 2025, upcoming standards for 2026 and beyond, and key FASB and PCAOB projects on the horizon.
Leading with Empathy – Aneta Ardelian Kuzma, CEO at Ardelian Kuzma Group LLC, provided strategies for supporting mental wellness across generations, enhancing emotional intelligence, and fostering a positive, productive workplace culture.
Emerging Cyber Trends and AI – Michael Gerfin, Supervisory Special Agent, FBI,
highlighted ransomware threats, cyber-enabled fraud, and emerging trends, equipping attendees with strategies to protect their organizations.
Accelerating Growth through Outsourcing – Mark Kasinec, Director of Advisory Services at Meaden & Moore, and Patrick Golembiewski, Founder & CEO, V2 Technology/MyCIO, demonstrated how leveraging fractional leadership and strategic outsourcing can drive profitability, productivity, and operational scalability.
Ohio Tax Legislation – Greg Saul, Director of Tax Policy at OSCPA,
shared insights on regulatory reforms, legislative developments, and judicial decisions affecting business taxation in Ohio.
Supply Chain Insights – Michael Ryan, Managing Partner at The M. Ryan Group,
provided actionable strategies for addressing recurring challenges, identifying root causes, and improving cross-functional communication in manufacturing and distribution.
AI & Workforce Transformation – Justin Reed, Director of AI, Inversion6,
discussed leveraging AI and automation to optimize workforce performance and adapt to evolving business demands.
Navigating Market Volatility – Bo Pettegrew, Wealth Center Advisor at Meaden & Moore, offered guidance on managing financial risk and navigating economic fluctuations to protect and grow business assets.
The Xcelerate Learning Series is more than CPE credit—it’s an opportunity to connect with thought leaders, share best practices, and explore innovative solutions for today’s challenges.
We look forward to continuing the series virtually on November 5, 2025, with a final session focused on tax-related topics!
REGISTER HERE TO ATTEND ON 11/5
