Accolade Investment Advisory is hosting a one-day educational session on Friday, November 15, from 8:00 a.m. to 4:00 p.m. The in-person session will be held at the Columbus Zoo Heart of Africa Center. A virtual attendance option is also available.  

Topics for this educational session include the following: 

  • Examiner hot topics  

  • Commercial real estate trends  

  • Loan profitability 

  • Rates outlook and strategy 

Featured speakers include:  

  • Katie Smith, Chief Examiner for Credit Unions, Ohio Department of Commerce 

  • Mike Jones, CPA and Partner, Lillie and Company 

  • Beth Murphy, VP Underwriting, Lucro Commerical Solutions 

  • Seth Teagle, Co-Founder and Partner, The Stream Group 

  • Peter Gibson, Chief Investment Officer, Accolade Investment Advisory 

  • Phil Lucas, Senior Balance Sheet Advisor, Accolade Investment Advisory  

Cost: $300 per in-person attendee (meals, zoo admission, and parking included); $150 per virtual attendee 

Register here.

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