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.

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    How to structure your U.S. operations for compliance and growth

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    The latest on tariffs, trade, and customs

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    Sales tax and transfer pricing essentials

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    How to optimize banking, financing, and FX

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    Bookkeeping and accounting best practices for cross-border e-commerce

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    Real-world lessons from companies that expanded successfully

Who This Session Is For

• 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

Kyle Lodder

Founder & CEO, Lodder CPA

Cross-Border Keynote

Sam McClain

Accounting Partnership, Mercury

Banking with Mercury to Simplify your US Expansion

Jon Yormick

Founder and Managing Member, Yormick Law LLC

Trade & Tariffs: Strategies for Canadian Exporters, Non-Resident Importers, and U.S. Importers

Kathy August

CEO, Global Trade Advisors

Trade & Tariffs: Strategies for Canadian Exporters, Non-Resident Importers, and U.S. Importers

Heather Fathali

Attorney, Cascadia Cross-Border Law

U.S. Visas and Immigration Strategies for Cross-Border Growth

Wayne Richard

Partner & Director of Global Operations, Bean Ninjas

Scaling eCommerce Across Borders: Bookkeeping Systems That Drive Growth

Jonah Spiegelman

Principal Cross-Border Tax and Estate Planning Lawyer at Polaris Tax

Tax Considerations for South-Bound Business Expansion

Alex Martin

Principal and Transfer Pricing Practice Leader, KBKG

Transfer Pricing: Tools to Spur Cross-Border Growth

Greg Pritchard

Senior Sales Strategy Consultant, TaxConnex

Sales Tax Essentials for Businesses Expanding into the U.S.

Jeff Meigs

Partner & Consulting Practice Leader, TaxConnex

Sales Tax Essentials for Businesses Expanding into the U.S.

Gene Moses

Cross-Border Business Lawyer, Barkley Law Group

Incorporation Structures, Formation & Compliance

Zach Nordwell

Tax Manager, Lodder CPA

Entity Structuring in a New Era: Tax Efficiency & Opportunities Under the One Big Beautiful Bill Act

Colton Rasmussen

Senior Tax Accountant, Lodder CPA

Entity Structuring in a New Era: Tax Efficiency & Opportunities Under the One Big Beautiful Bill Act