SPEAKER: Wendi Hall, Director of Tax and Accounting, Senior Wealth Planner, Hall Wehring CPAs LLC DBA DBHW Wealth Partners

SESSION TITLE: Ethics Can Be Fun

SESSION DESCRIPTION:

This is your required ethics course. But it doesn’t have to be a drag! Challenge yourself, your behaviors, and your policies. Join us for this interactive presentation on some fun ethics case studies.

Field of Study: Behavioral Ethics

Program Level: Overview / 2 CPE credit / Non-Technical

Prerequisites: None

Advance Preparation: None

Speaker BIO:

Wendi Hall, CPA, IAR, has been providing financial solutions for individuals and businesses for more than 25 years. In July 2022, Wendi and her firm joined forces with two other amazing woman owned firms and formed DBHW Wealth Partners. Their complementary strengths and resources allow them to serve thousands of clients across the country. Together they guide business owners who feel their business and personal finances are a mystery and out of control to feel confident about their business decisions, spend more time doing the work they love, pay off debt, provide more financial stability for their families, and achieve their retirement goals.

Wendi is the author, speaker, and podcast guest on topics such as tax planning, business development, and technology.

Wendi currently serves as Chair Elect for the Foundation of the Accounting & Financial Women’s Alliance and is a member of the AICPA, WICPA, AFWA, NATP, NSTPS, and a Profit First Mastery Certified Professional.

Wendi has been married to her best friend, Geoff, for 33 years. They have four children and four grand-dogs. In her free time, Wendi enjoys camping, board games, puzzles, and playing Sheepshead.

Email: wendi.hall@dbhw.cpa

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