2026 Business & Industry Spring Conference Morning Sessions
Available Until
Online
3.50 Credits
Member Price $169.00
Non-Member Price $219.00
Overview
Sessions covered in this On-Demand replay of the Business & Industry Spring Conference:
Economic & Market Trends: Post-Pandemic Normalization
Explore the economic and market post-pandemic landscape through a series of important charts. This session will review inflationary forces, fiscal policy observations, employment trends, housing and interest rates. By the end, you will know how to frame the current structure of the stock market by examining valuation and earnings.
Advanced Excel: Hidden Secrets & Gems
Dive into the powerful -- yet often underutilized -- capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this session encourages you to challenge the status quo by taking ordinary spreadsheets to the next level.
Modern Finance, Smarter Tools: Practical AI for Decision-Makers
In a world where finance teams are still stitching together pivot tables and manual charts from ERP exports, there's a smarter, faster and more strategic way forward. Explore how today's finance leaders can harness the power of AI and modern data tools to elevate reporting, forecasting and decision-making. This session will highlight real-world, practical applications of AI designed specifically for CFOs and finance professionals. Whether you're Excel-savvy or just tech-curious, this session will open the door to what's possible when you streamline your data flows and embrace AI for finance.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Chris Harper, Associate Professor of Accounting, Siedman College of Business Grand Valley State University
Chris is a CPA with the heart of a teacher. He is an associate professor of accounting at Grand Valley State University’s Seidman College of Business. He also serves as a senior manager and director of education for Hungerford CPAs + Advisors. Chris has been serving tax and accounting needs of closely held business and individuals since 1998. He has also owned and operated several of his own businesses throughout his career. Chris develops and presents a variety of continuing professional educational programs as the owner of Harp Doc, LLC, Grand Rapids, MI, with a focus on accounting/auditing and ethical guidelines for the everyday accountant. He is a frequent discussion leader for the MICPA and other state society organizations in live and webinar-based models.
Jeffrey Allsop, Chief Investment Officer, Capital Investment Services of America, Inc.
Jeff joined Capital in 1990 after serving as Director of Research/Portfolio Management at another Midwestern investment advisor. At Capital, Jeff oversees the firm’s equity research process and leads the Investment Team. He brings an extensive background in fundamental company, economics, and portfolio analysis. One of Jeff’s primary roles at Capital is to ensure that the stocks in client portfolios meet the high standards consistent with our overall equity philosophy. He also serves as a Portfolio Manager and an Advisor to many Capital clients. Jeff is a graduate of University of Iowa with a B.B.A. in Finance. He is a Chartered Financial Analyst charterholder and a Registered Investment Advisor representative.
Mary Newby, Data Analytics Consultant, 7Rivers, Inc.
With a Master’s degree in Data Analytics from the University of Notre Dame and extensive expertise in data analytics, visualization, governance, and migrations, she excels at transforming raw data into strategic assets.
As a seasoned consultant, she has cultivated substantial experience across diverse sectors, including manufacturing, technology, government, and renewable energy.
Mary currently specializes in data visualization, is Tableau certified and proficient in Power BI and Looker. She utilizessophisticated SQL queries to communicate pertinent and precise information to her clients.
Demonstrating proficiency in configuring key performance indicators and crafting insightful dashboards, Mary consistently delivers impactful visualizations, resulting in improved user comprehension and actionable insights.
Non-Member Price $219.00
Member Price $169.00