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March Round Table Discussion: When does a Business Owner Need to Partner with a CPA & Attorney

March 26, 2025 3:00 PM - 4:00 PM (EDT)

Description

Join us for a Roundtable Discussion with speakers Craig Feltner, Managing Director of Supporting Strategies & Shannon Smith, Founding Attorney of Smith Law.

Outsourcing accounting services and expertise can be a game-changer for small and mid-sized businesses, offering significant cost savings, reducing risks, and enhancing decision-making. By partnering with a professional CPA and attorney, business owners can focus on their core strengths while ensuring accurate financial records, regulatory compliance, and the strategic insights that come with comprehensive financial visibility. This roundtable will explore when and why entrepreneurs should seek professional partnerships, and how these collaborations can drive growth, reduce stress, and ultimately help businesses thrive.



Shannon Smith: Shannon is an award-winning attorney and serial entrepreneur known for her business and bourbon acumen. She is particularly focused on ABC and TTB laws, vintage spirits laws, business formation and planning, general counsel services, business litigation, and estate planning. She is a Lawyer of Distinction, Super Lawyer, and recently a runner-up for Best of Cincinnati Lawyer. Shannon owns multiple businesses which allow her to have a unique insight into the needs of entrepreneurs. She recently started Revival – a vintage spirits shop. Shannon was elected Vice Mayor of Covington, Kentucky following her second term as a Covington City Commissioner.


Craig Feltner: Craig is an accomplished accountant and entrepreneur who has spent most of his career working in small business. His experience spans multigenerational, family-owned businesses and private-equity owned businesses, as well as small business ownership, ranging from manufacturing, retail and services. He founded Supporting Strategies | Greater Cincinnati Ohio in 2020.


Location

The Well Covington

2nd Floor Boardroom
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Contact Information

Covington Business Council & Foundation
Name: Lauren Senvisky
Email: lsenvisky@cbcky.com
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