Learn, Grow, Inspire
For future COPEC University programming, questions or concerns, please contact us at: President@copeceducation.org. Please stay tuned for updated schedule.
The Event
2023
9:00AM – 2:00PM
Capital University in Columbus, OH
Moore's Hall Student Union
745 Pleasant Ridge Ave, Columbus, OH 43209
Doors open at 8AM
Our Sponsors
what is COPEc University
An Excellent Resource For Anyone Looking To Expand Their Knowledge And Skills
COPEC University is an intensive, 1 day educational event that is perfect for the individual, business owner or retirees. This year we have 24 classes available during the event covering small business ownership, retiree issues, retirement planning, personal finance basics, fitness and healthy living. Attendees can choose to come for one or stay for all four sessions.
We Offer Classes in 6 Areas
Whether you're an entrepreneur looking to grow your business, a retiree seeking advice on managing your finances, or simply interested in learning more about health and wellness, COPEC University has something to offer. Our classes are a great opportunity to gain valuable insights and practical tips from experts in their respective fields.
Sign up today and take the first step towards achieving your goals!
Class Categories
Small Business Owners
(2 Tracks)
Invaluable resources for small business owners looking to grow and protect their business, with classes covering topics such as bookkeeping, accounting practices, business entities, filing taxes, building marketplace trust, employee benefits, the benefits of BBB accreditation, and protecting against financial fraud.
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Retiree Issues
Essential resources for retirees seeking to secure and protect their assets. Classes on long-term care, Medicaid, and VA benefits will provide valuable insights into protecting savings and ensuring financial stability in retirement are available.
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Financial Planning Basics
Secure your financial future with classes covering topics such as Medicare and Social Security planning, retiring under OPERS and STRS, and reviewing financial plans, participants will gain the knowledge and skills needed to make informed decisions about their retirement.
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Fitness & Healthy Living
For individuals seeking to improve their overall wellbeing in a holistic way. Classes will coverer topics such as maximizing motivation, uncovering myths about food, and understanding grief and loss, participants will gain valuable insights and tools to enhance their mental and physical health.
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Personal Finance Basics
Gain valuable insights along with a better understanding of personal finance basics such as budgeting, credit scores, identity theft, and Ohio's 529 plan College Advantage plan.
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COPEC University Curriculum Schedule
2023
Click the buttons below for more information:
Small Business - Track 1
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Bookkeeping Basics and Review of QuickBooks
Jill Spradlin, CPA® of RS Tax & Accounting
Great program if you do your own bookkeeping or to send a staff person to attend. We will discuss the basic but necessary bookkeeping items that will make it easier for you to record and track expenses but also dramatically lower time and costs when transferring to your CPA accounting firm for financials and tax returns.
Jill Spradlin, CPA® of RS Tax & Accounting
Great program if you do your own bookkeeping or to send a staff person to attend. We will discuss the basic but necessary bookkeeping items that will make it easier for you to record and track expenses but also dramatically lower time and costs when transferring to your CPA accounting firm for financials and tax returns.
10:00AM – 10:50AM
Understanding Business Entities & Their Structures
Russell Golowin, Esq. and RS Tax & Golowin Legal
This program will review the various ways to set up your business entity and touch on issues such as ownership, estate planning, liability protection, and tax repercussions.
Russell Golowin, Esq. and RS Tax & Golowin Legal
This program will review the various ways to set up your business entity and touch on issues such as ownership, estate planning, liability protection, and tax repercussions.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Review of Business Accounting Practices
Jill Spradlin, CPA® of RS Tax & Accounting
In this program we will discuss how to prepare accounting documents and what to watch out for when preparing for tax returns and business management review.
Jill Spradlin, CPA® of RS Tax & Accounting
In this program we will discuss how to prepare accounting documents and what to watch out for when preparing for tax returns and business management review.
1:00PM - 1:50PM
Tips for Filing Your Business & Personal Tax Returns
Jill Spradlin, CPA® of RS Tax & Accounting
After proper bookkeeping and accounting procedures are followed, this program will review how those reports should be used in preparing accurate tax returns for the business as well as the business owners.
Jill Spradlin, CPA® of RS Tax & Accounting
After proper bookkeeping and accounting procedures are followed, this program will review how those reports should be used in preparing accurate tax returns for the business as well as the business owners.
2:00PM
COPEC U Conclusion – Raffle
Small Business & Other - Track 2
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Advancing Marketplace Trust
Jessica Hamlin of BBB of Central OH
Trust in a business, and subsequently the marketplace, is generated by a great reputation. This crucial trust between consumers and businesses is a function of two primary factors that are the basis of building that great reputation – integrity and performance. This presentation will illustrate how a company establishes such a reputation, including the role of vendors, partners, customers, and especially employees. This includes why some owners/leaders have organizations with outstanding marketplace trust and how this impacts performance.
Jessica Hamlin of BBB of Central OH
Trust in a business, and subsequently the marketplace, is generated by a great reputation. This crucial trust between consumers and businesses is a function of two primary factors that are the basis of building that great reputation – integrity and performance. This presentation will illustrate how a company establishes such a reputation, including the role of vendors, partners, customers, and especially employees. This includes why some owners/leaders have organizations with outstanding marketplace trust and how this impacts performance.
10:00AM – 10:50AM
Benefits of BBB Accreditation
Jessica Hamlin of BBB of Central OH
BBB Accreditation offers details about the tools and resources available through your BBB to help make your business better. Whether it be enhancing your online reputation, best leveraging BBB provided tools for business growth, requesting consultative business support, or exploring advertising opportunities, attendees will leave with several actionable insights they can immediately implement.
Jessica Hamlin of BBB of Central OH
BBB Accreditation offers details about the tools and resources available through your BBB to help make your business better. Whether it be enhancing your online reputation, best leveraging BBB provided tools for business growth, requesting consultative business support, or exploring advertising opportunities, attendees will leave with several actionable insights they can immediately implement.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Employee Benefit Planning for Small Business Owners
Jerry Snyder CFP® of Retirement Strategies
An overview of the importance of offering a menu of benefits for the retention and wellbeing of the owner(s), the associates and their families. A discussion of the wide range of benefits available. What benefits might be most important. What benefits might be more appreciated. How to structure the plans and what might be the expected costs to the company providing these benefits
Jerry Snyder CFP® of Retirement Strategies
An overview of the importance of offering a menu of benefits for the retention and wellbeing of the owner(s), the associates and their families. A discussion of the wide range of benefits available. What benefits might be most important. What benefits might be more appreciated. How to structure the plans and what might be the expected costs to the company providing these benefits
1:00PM - 1:50PM
Protecting Yourself from Financial Fraud
Jessica Hamlin of BBB of Central OH
Be empowered to spot the signs of a financial scam, recognize scammer behaviors, and know where to go to verify legitimate professionals. BBB knows prevention is key—by sharing stories and information with friends and loved ones, everyone is less likely to fall victim to a fraudster. In partnership with the FINRA Investor Education Foundation, BBB offers several presentations from the Fighting Financial Fraud Program.
Jessica Hamlin of BBB of Central OH
Be empowered to spot the signs of a financial scam, recognize scammer behaviors, and know where to go to verify legitimate professionals. BBB knows prevention is key—by sharing stories and information with friends and loved ones, everyone is less likely to fall victim to a fraudster. In partnership with the FINRA Investor Education Foundation, BBB offers several presentations from the Fighting Financial Fraud Program.
2:00PM
COPEC U Conclusion – Raffle
Track 3 – Retiree Issues
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Will / Trusts & Health Care Powers of Attorney
Russell Golowin, Esq. of Golowin Legal
A fast-paced explanation of wills and probate, avoiding probate with revocable trusts, financial powers of attorney, living wills and more.
Russell Golowin, Esq. of Golowin Legal
A fast-paced explanation of wills and probate, avoiding probate with revocable trusts, financial powers of attorney, living wills and more.
10:00AM – 10:50AM
Understanding & Organizing your Vital Documents
Jerry Snyder, CFP® of Retirement Strategies
This program will help individuals understand and organize their important papers and vital documents including Wills, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. What these documents do and how they should be written.
Jerry Snyder, CFP® of Retirement Strategies
This program will help individuals understand and organize their important papers and vital documents including Wills, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. What these documents do and how they should be written.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Understanding & Managing the Probate Process
Russell Golowin, Esq. of Golowin Legal
An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling. The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the most important probate forms and techniques for making probate go as smoothly and inexpensively as possible. Please note that his is not intended to be a “how-to” guide, but rather only an introduction to the most important steps and concepts.
Russell Golowin, Esq. of Golowin Legal
An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling. The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the most important probate forms and techniques for making probate go as smoothly and inexpensively as possible. Please note that his is not intended to be a “how-to” guide, but rather only an introduction to the most important steps and concepts.
1:00PM - 1:50PM
Long Term Care / Medicaid, VA Benefits to Protect Your Savings
Russell Golowin, Esq. of Golowin Legal
This program covers Medicaid, VA Aid and Attendance Pension for wartime veterans or surviving spouses of wartime veterans, and long-term care insurance.
Russell Golowin, Esq. of Golowin Legal
This program covers Medicaid, VA Aid and Attendance Pension for wartime veterans or surviving spouses of wartime veterans, and long-term care insurance.
2:00PM
COPEC U Conclusion – Raffle
Track 4 – Retirement Planning Concepts
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Social Security & Medicare Planning
Jerry Snyder, CFP® of Retirement Strategies
Two of the more important and critical decisions that retirees will need to make involve Social Security and Medicare. Each of these programs have many options and require many choices to be made, some of which can be irrevocable in nature. The subjects can be confusing and if not understood can lead to a much lower financial result. Therefore, this program will discuss many of the options that lie ahead in order to assist attendees acquire the education helpful in maximizing the income and health care benefits that are available to them.
Jerry Snyder, CFP® of Retirement Strategies
Two of the more important and critical decisions that retirees will need to make involve Social Security and Medicare. Each of these programs have many options and require many choices to be made, some of which can be irrevocable in nature. The subjects can be confusing and if not understood can lead to a much lower financial result. Therefore, this program will discuss many of the options that lie ahead in order to assist attendees acquire the education helpful in maximizing the income and health care benefits that are available to them.
10:00AM – 10:50AM
Pension & Employer Plan Decisions: Including OPERS & STRS
Nate Quilter, CFP® of Retirement Strategies
Sessions are designed for anyone contemplating retirement within the next five years and going into retirement. A discussion of pension plans benefits (Including private plans & OPERS-STRS), Pension Distribution Options, Social Security Benefits and Offsets and Alternative Retirement Plans.
Nate Quilter, CFP® of Retirement Strategies
Sessions are designed for anyone contemplating retirement within the next five years and going into retirement. A discussion of pension plans benefits (Including private plans & OPERS-STRS), Pension Distribution Options, Social Security Benefits and Offsets and Alternative Retirement Plans.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Review a Financial Plan
Nate Quilter, CFP® of Retirement Strategies
This program will discuss the important variables needed to create a sound financial plan, review a popular financial planning system as well as how to decipher and utilize the results to reach you long term retirement goals.
Nate Quilter, CFP® of Retirement Strategies
This program will discuss the important variables needed to create a sound financial plan, review a popular financial planning system as well as how to decipher and utilize the results to reach you long term retirement goals.
1:00PM - 1:50PM
Investment Fundamentals: Including Retirement Distributions
Nate Quilter, CFP® of Retirement Strategies
This program will discuss the important concepts needed to develop and manage a sound investment portfolio for long term financial success. This discussion will include understanding company retirement plan options (including OSU) as well as options when managing money on your own. Additional discussions will include tax management strategies, legacy planning, utilizing a financial plan to determine asset allocation and risk tolerance.
Nate Quilter, CFP® of Retirement Strategies
This program will discuss the important concepts needed to develop and manage a sound investment portfolio for long term financial success. This discussion will include understanding company retirement plan options (including OSU) as well as options when managing money on your own. Additional discussions will include tax management strategies, legacy planning, utilizing a financial plan to determine asset allocation and risk tolerance.
2:00PM
COPEC U Conclusion – Raffle
Track 5– Fitness & Healthy Living
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Maximizing Motivation: Put Life in Drive
Katy Tombaugh of Well Collective
Join in to explore sustainable strategies for maximizing motivation – and therefore results - from your daily choices. Look forward to feeling re-energized and recommitted to making your nutrition, fitness and lifestyle an important part of your day! Whether you’re looking to boost your enthusiasm for moving more, eating better, improving mood or some other healthy habit, we have powerful insights and tools for reframing your thinking and goals to shift toward greater optimism and increased drive on a daily basis.
Katy Tombaugh of Well Collective
Join in to explore sustainable strategies for maximizing motivation – and therefore results - from your daily choices. Look forward to feeling re-energized and recommitted to making your nutrition, fitness and lifestyle an important part of your day! Whether you’re looking to boost your enthusiasm for moving more, eating better, improving mood or some other healthy habit, we have powerful insights and tools for reframing your thinking and goals to shift toward greater optimism and increased drive on a daily basis.
10:00AM – 10:50AM
Nutrition Facts: 10 Common Food Myths Uncovered
Katy Tombaugh of Well Collective
Join in to explore sustainable strategies for maximizing motivation – and therefore results - from your daily choices. Look forward to feeling re-energized and recommitted to making your nutrition, fitness and lifestyle an important part of your day! Whether you’re looking to boost your enthusiasm for moving more, eating better, improving mood or some other healthy habit, we have powerful insights and tools for reframing your thinking and goals to shift toward greater optimism and increased drive on a daily basis.
How does one sort through all the fact and fiction online when it comes to healthy eating and getting the results you’re after? It’s overwhelming, isn’t it? While some experts adopt an “eat this, not that” mindset, we focus on sharing the latest evidence on current hot topics. Join us as we uncover 10 common misconceptions related to nutrition while also addressing many frequently asked questions.
Katy Tombaugh of Well Collective
Join in to explore sustainable strategies for maximizing motivation – and therefore results - from your daily choices. Look forward to feeling re-energized and recommitted to making your nutrition, fitness and lifestyle an important part of your day! Whether you’re looking to boost your enthusiasm for moving more, eating better, improving mood or some other healthy habit, we have powerful insights and tools for reframing your thinking and goals to shift toward greater optimism and increased drive on a daily basis.
How does one sort through all the fact and fiction online when it comes to healthy eating and getting the results you’re after? It’s overwhelming, isn’t it? While some experts adopt an “eat this, not that” mindset, we focus on sharing the latest evidence on current hot topics. Join us as we uncover 10 common misconceptions related to nutrition while also addressing many frequently asked questions.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Mental Health Matters
Lara Uher, LISW-S of Well Collective
Support yourself and others by recognizing common mental health concerns. Anxiety, depression, and trauma are more common than you may realize – and it’s important that we continue to normalize the conversation around mental/emotional health at work, at home and all the spaces in between. Look forward to a safe, supportive conversation around mental health, how to recognize when you or someone may need care and how to access resources.
Lara Uher, LISW-S of Well Collective
Support yourself and others by recognizing common mental health concerns. Anxiety, depression, and trauma are more common than you may realize – and it’s important that we continue to normalize the conversation around mental/emotional health at work, at home and all the spaces in between. Look forward to a safe, supportive conversation around mental health, how to recognize when you or someone may need care and how to access resources.
1:00PM - 1:50PM
Understanding Grief, Loss & Compassion
Lara Uher, LISW-S of Well Collective
In this educational session, we will examine the deeply personal experiences of grief and loss. Many of us have heard of the “stages of grief,” but might not understand the meaning, how one works through the stages, and how we can respond in a caring, compassionate, and connected way. Using the findings of grief researchers, we will highlight evidence-based support strategies, examine additional stages to the traditional model, and shed light on the unique nature of grief in several domains of life.
Lara Uher, LISW-S of Well Collective
In this educational session, we will examine the deeply personal experiences of grief and loss. Many of us have heard of the “stages of grief,” but might not understand the meaning, how one works through the stages, and how we can respond in a caring, compassionate, and connected way. Using the findings of grief researchers, we will highlight evidence-based support strategies, examine additional stages to the traditional model, and shed light on the unique nature of grief in several domains of life.
2:00PM
COPEC U Conclusion – Raffle
Track 6 – Personal Finance Basics
8:00AM – 9:00AM
Check In & Continental Breakfast
9:00AM – 9:50AM
Budgeting Basics
Martin Lance of Telhio
Creating and maintaining a budget. Setting goals for spending, saving and debt repayment.
Martin Lance of Telhio
Creating and maintaining a budget. Setting goals for spending, saving and debt repayment.
10:00AM – 10:50AM
Credit Scores & Reports
Martin Lance of Telhio
Learning about how credit reports work, strategies to build and improve credit and how to protect your credit.
Martin Lance of Telhio
Learning about how credit reports work, strategies to build and improve credit and how to protect your credit.
11:00AM – 11:50AM
Lunch
12:00PM – 12:50PM
Identity Theft
Martin Lance of Telhio
Learning about identity theft and fraud, examining the different types and how to protect yourselves.
Martin Lance of Telhio
Learning about identity theft and fraud, examining the different types and how to protect yourselves.
1:00PM - 1:50PM
Ohio's 529 Plan, College Advantage
Janet Smith of College Advantage
This presentation will be an overview of Ohio’s 529 Plan, its features, attributes, and benefits for saving in a tax-advantaged way.
Janet Smith of College Advantage
This presentation will be an overview of Ohio’s 529 Plan, its features, attributes, and benefits for saving in a tax-advantaged way.
2:00PM
COPEC U Conclusion – Raffle
Sign Up Today!
We offer 24 classes to individuals and small business owners. Our classes provide a lot of valuable educational information for you and your business to thrive. The $25 registration fee covers all of the classes, breakfast, and lunch.
