Forge Search Continuing Professional Education Event

Join Forge Search + Consulting for a complimentary, three-credit Continuing Professional Education (CPE) event designed for accounting, finance, and business leaders navigating an increasingly complex business environment.

Through candid conversations and practical examples, we'll explore how to evaluate automation investments, use AI to strengthen everyday decisions, and improve cash flow forecasting.

Attendees will walk away with fresh perspectives, actionable strategies, and meaningful connections with fellow business leaders.

Agenda:

7:30 - 8:00 AM: Registration, breakfast and networking

8:00 AM - 8:50 AM: When is Automation Worth It? (Panel Discussion)

Panelists: Chris Burdette, MBA, Director of Operations, Takeuchi
Gerardo Cisneros, MBA, Global Finance Director, Nordson Corporation

Jörg Wolter, Chief Executive Officer, DATA AHEAD Inc.
CPE Credit: 1.0 in Finance

Automation and AI can drive efficiency, but not every investment delivers results. In this panel discussion, finance and operations leaders will explore how to evaluate opportunities, weigh ROI and implementation risks, and identify where automation can create measurable value.

9:00 AM - 9:50 AM: From Complex to Clear: Practical AI for Today’s Business Leaders

Speaker: Rhiannon Poore, Founder & Chief Executive Officer, Forge Search
CPE Credit: 1.0 in Information Technology

AI is changing how business leaders analyze information, solve problems, and communicate. But getting meaningful value from AI requires more than knowing which tools to use--it requires knowing how to ask better questions and evaluate the answers.

In this interactive session, Rhiannon Poore, Founder and CEO of Forge Search + Consulting, will demonstrate practical ways to use AI as a thinking partner in everyday business situations. Through real-world examples, attendees will learn how to structure effective prompts, identify hidden assumptions, simplify complex information, and challenge their own thinking, while recognizing AI's limitations and the importance of human judgment. 

Participants will leave with practical techniques they can immediately apply to improve productivity, communication, and decision-making.

10:00 AM - 10:50 AM: Beyond the P&L: Practical Cash Flow Forecasting

Speaker: Ben Popwell, CPA, Senior Manager, Elliott Davis
CPE Credit: 1.0 CPE in Finance

Even profitable companies face liquidity constraints. Learn how to build and maintain a cash flow forecast, stress-test assumptions, anticipate liquidity pressure, and deliver actionable insights that strengthen decision-making.

10:50 AM - 11:00 AM: Closing remarks


BIOS

registration

Please fill out the form below to reserve your spot for Forge’s upcoming CPE session. Once registered, you’ll receive a confirmation with event details. We appreciate your interest and look forward to seeing you there!

Please email Amy Soubannarath at amy@forgesc.com if you need to make any changes to your RSVP.