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Fall Finance Roundtable

Wednesday, November 8, 2023 @ 8:00 am - 10:00 am


Have you ever wanted to share and learn finance best practices among peers? The EFBC is hosting quarterly small roundtable meetings for finance executives to share best practices and challenges they face. Each meeting will allow the conversation to evolve as we improve our skills. We welcome professionals from all industries and experience levels to discuss challenges and successes they're facing in their roles and to learn from their peers.

  • This session will focus on End of Year Wrap Up and Secure Act 2.0
  • The discussion will be facilitated by Strategic Partners: Mary Beth Mclean and Deanna Salo


  • 8:00 AM – 8:05 AM - Introductions
  • 8:05 AM – 8:55 AM - End of Year Wrap - Cray Kaiser [Deanna]
  • 8:55 AM – 9:05 AM - Q&A
  • 9:05 AM – 9:45 AM - Secure Act 2.0 – Private Vista [Mary Beth]
  • 9:45 AM – 9:55 AM - Q&A
  • 9:55 AM – 10:00 AM - Closing Appreciation

Just a note: This is a HYBRID event. Registrants will be asked if they plan to attend in person or virtually. For those attending virtually the zoom link will be sent out the day before the event.


Members and their employees receive priority registration. Members must be logged in to register. Only 20 spots are available.

Select your ticket type and quantity below and click "Get Tickets".



Wednesday, November 8, 2023
8:00 am - 10:00 am
Event Category:


Private Vista – Oakbrook
2211 York Rd.
Oak Brook, IL 60523 United States
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This entry was posted in and tagged . Posted on July 6th, 2023 by kerra