Lodder CPA Cross-Border
Conference 2025
Practical strategies for smarter cross-border growth.
Tuesday, October 28, 2025
9:00 AM – 2:00 PM PT | 12:00 PM – 5:00 PM ET
Virtual Conference
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

Brenda Soucy
Navigating Tariffs and Turbulence: Practical Supply Chain Strategies for U.S.–Canada Cross-Border Growth

Gene Moses
Incorporation Structures, Formation & Compliance

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

Heather Fathali
Visas and Immigration Strategies for Cross-Border Growth

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

Jon Yormick
Trade & Tariffs
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Kathy August
Trade & Tariffs