About the Conference
The Lodder CPA Cross-Border Conference is a free one-day, virtual event for leaders and advisors navigating the challenges and opportunities of cross-border business.
How to structure your U.S. operations for compliance and growth
The latest on tariffs, trade, and customs
Sales tax and transfer pricing essentials
How to optimize banking, financing, and FX
Bookkeeping and accounting best practices for cross-border e-commerce
Real-world lessons from companies that expanded successfully
Who Should Attend
• Business owners expanding into the U.S. or scaling cross-border operations
• Founders and business owners managing multi-country growth
• Advisors, investors, and partners supporting cross-border businesses
Agenda & Speakers
Founder & CEO, Lodder CPA
Cross-Border Keynote
9:00 AM – 9:30 AM PT | 12:00 PM – 12:30 PM ET
Mercury
Banking with Mercury to Simplify your US Expansion
9:30 AM – 10:00 AM PT | 12:30 PM – 1:00 PM ET
Founder and Managing Member, Yormick Law LLC
Trade & Tariffs: Strategies for Canadian Exporters, Non-Resident Importers, and U.S. Importers
10:00 AM – 10:30 AM PT | 1:00 PM – 1:30 PM ET
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CEO, Global Trade Advisors
Trade & Tariffs: Strategies for Canadian Exporters, Non-Resident Importers, and U.S. Importers
10:00 AM – 10:30 AM PT | 1:00 PM – 1:30 PM ET
Attorney, Cascadia Cross-Border Law
U.S. Visas and Immigration Strategies for Cross-Border Growth
10:30 AM – 11:00 AM PT | 1:30 PM – 2:00 PM ET
Partner & Director of Global Operations, Bean Ninjas
Scaling eCommerce Across Borders: Bookkeeping Systems That Drive Growth
11:00 AM – 11:30 AM PT | 2:00 PM – 2:30 PM ET
Principal Cross-Border Tax and Estate Planning Lawyer at Polaris Tax
Tax Considerations for South-Bound Business Expansion
11:30 AM – 12:00 PM PT | 2:30 PM – 3:00 PM ET
Principal and Transfer Pricing Practice Leader, KBKG
Transfer Pricing: Tools to Spur Cross-Border Growth
12:00 PM – 12:30 PM PT | 3:00 PM – 3:30 PM ET
Senior Sales Strategy Consultant, TaxConnex
Sales Tax Essentials for Businesses Expanding into the U.S.
12:30 PM – 1:00 PM PT | 3:30 PM – 4:00 PM ET
Partner & Consulting Practice Leader, TaxConnex
Sales Tax Essentials for Businesses Expanding into the U.S.
12:30 PM – 1:00 PM PT | 3:30 PM – 4:00 PM ET
Cross-Border Business Lawyer, Barkley Law Group
Incorporation Structures, Formation & Compliance
1:00 PM – 1:30 PM PT | 4:00 PM – 4:30 PM ET
Tax Manager, Lodder CPA
Entity Structuring in a New Era: Tax Efficiency & Opportunities Under the One Big Beautiful Bill Act
1:30 PM – 2:00 PM PT | 4:30 PM - 5:00 PM ET
