At our June NOBBA meeting, we will welcome Ken Haffey, Senior Advisor at CBIZ, as our featured guest speaker. With more than 40 years of experience in the accounting profession, Ken will take us behind the scenes of one of the most significant successions in local accounting and M&A history.

Ken will share the founding stories and growth strategies behind Skoda Minotti, its merger into Marcum, and the eventual transition to CBIZ. This local journey, spanning decades of leadership, strategic vision, and integration, is a key chapter in the broader story of M&A in the professional services space and will be of particular interest to those of us working in and around Northeast Ohio.

With deep expertise in advisory services, tax, succession planning, and mergers and acquisitions, Ken brings a unique and highly relevant perspective. His firsthand account of these landmark transitions will offer invaluable lessons for business brokers, and other small business advisors.

The event will take place at our usual time and location: 11:45 a.m. to 1:15 p.m. at Slyman’s Tavern in Independence.