CPA Marketing

We meet at lunch each week and each meeting follows a fairly organized agenda. First all participants pass their business cards around. Then each member and guest is invited to give a one-minute overview of their company and what is a perfect referral for the week. We always have a 10 minute presentation from one of the members about their business in more detail. And finally we pass referrals. You're welcome to visit. Nobody is ever put on the spot. Bring plenty of cards!

(Note: RSVPing here on Meetup does NOT reserve your seat. To do that, you'll need to register at our website, **[HERE](https://www.coreerocks.com/Events.aspx?ID=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)**.) The market changed—and most investors are still operating like it didn't. Deals that used to work don't. Buyers want different things. And a lot of what's being taught right now is outdated or just wrong. And, since 2011, it's been our job to make sure that our members are armed with the most up-to-date, real-world strategies for building wealth in Central Ohio real estate… …so our mission with this meeting (and every meeting) is to give you the no-hype, warts-and-all info you need to succeed. First, Wholesaling 101—a clear, real-world look at how wholesaling actually works today, what to pay, and how to stay out of trouble. Then, Creative Deal Autopsies—real investors breaking down real deals with real numbers, real conversations, and real outcomes. You'll also get the chance to put the presenters in the hot seat and ask any and every question you have about how they did their deals. You'll learn: 1. What wholesaling actually is 2. How to calculate real offers 3. Where deals are coming from now 4. What buyers want 5. How creative deals are structured 6. What contracts and terms are used 7. What can go wrong—and how to avoid it **Agenda:** 5:00–6:00: Free Light Dinner and Networking 6:00: Earlybird Meeting – Wholesaling 101 7:00: Buy-Sell-Trade (members only) 7:30: Creative Deal Autopsies Members: Free First-time guests: Free Non-members: $35 (or join for $30 instead) Remember, to actually reserve your seat, you have to go **[HERE](https://www.coreerocks.com/Events.aspx?ID=IN-PERSON-in-Columbus-Creative-Deal-Autopsies-Wholesaling-101-14-4-7-2026)** and register on our website!

Weekly Momentum Webinar – **FREE LIVE WEBINAR** Influence and Integrity: Expanding Your Reach Authentically [REGISTERE HERE](http://%5Bhttps//triumphtracknow.com/weekly-momentum-series%5D(https://triumphtracknow.com/weekly-momentum-series)) Most people try to grow their influence by doing more. More content. More posts. More noise. But real influence doesn’t grow from volume—it grows from trust. In this interactive 30-minute session, you’ll discover: • The hidden “integrity gaps” that quietly limit your reach • Why people feel misalignment before they can explain it • How to create trust that compounds over time • A simple, powerful way to strengthen relationships and stand out This session is designed for entrepreneurs, coaches, and leaders who want to expand their impact without losing authenticity. ✅ Practical ✅ Insightful ✅ Immediately applicable Come ready to engage, reflect, and elevate how you show up. [REGISTER HERE](http://%5Bhttps//triumphtracknow.com/weekly-momentum-series%5D(https://triumphtracknow.com/weekly-momentum-series)) Let’s build influence the right way.

Central Ohio Radio Enthusiasts—CORE—is an informal community for anyone enthusiastic or curious about radio—whether you're new to radio and want to learn or you've been tinkering for years and want to share. Ham radio operators, GMRS users, Meshtastic fans, software-defined radio nerds, makers, and technical and non-technical folks are all welcome. No experience required or expected. This month we have **WiFi HaLow: Introduction and Practical Use** with **Alex Barbur**. Details are are [core.radio](https://core.radio).

**The Data-Driven Brand: Using Analytics to Shape Perception** Can you use analytics to improve tacos? This being CBUSDAW, we think the answer is probably “yes”, but we’re not sure how to implement or test this theory. For our April meetup we’ve got Sara Kear, CMO of Condado Tacos, to investigate this delicious question. Sara will explore how she blends quantitative data and qualitative customer feedback to shape brand positioning and drive business decisions. We all know that marketing and analytics go way beyond attribution. Sara will show how Condado uses customer insights to inform product and pricing strategy. She’ll also highlight how Condado leverages customer feedback at scale to influence operational priorities, positioning marketing as the voice of the customer across the organization. In the last 12 years Condado has gone from one location in Columbus to 52 locations across 10 states, so we’re guessing there’s more to that growth than really good guac (though the guac probably helps). Ultimately, this talk focuses on the intersection of art and science—using data to inform creativity and build a brand that resonates with customers in a measurable way. **About Our Speaker** Sara Kear is Chief Marketing Officer at Condado Tacos, where she oversees brand, restaurant design, menu and pricing strategy, off-premise including catering, and customer data strategy. Since joining in 2021, she has helped grow the brand from 19 to 52 locations while building a data-driven marketing organization focused on loyalty and customer insights. Condado has since been named to the Inc. 5000, recognized as Breakout Retailer by Chain Store Age, and consistently ranked among FastCasual’s Top 100 Movers & Shakers. Thanks to our 2026 sponsors: [Clarivoy](https://www.clarivoy.com), [What Box Consulting Group](https://www.whatboxconsultinggroup.com), [Conductrics](https://www.conductrics.com), and [Piwik PRO](https://piwik.pro) More info at [cbusdaw.com](https://cbusdaw.com)

**Confidence & Connection: Using Your Authentic Truth to Find Your People** Confidence isn’t just about believing in yourself, it’s about knowing where you belong and who you can grow alongside. In this April Confidence Lab Happy Hour, we’ll explore how living in your authentic truth helps you find your people, build meaningful collaborations, and create spaces where vulnerability is met with respect rather than risk. Together, we’ll reflect on what it looks like to advocate for yourself with clarity and care, and how confidence deepens when it’s rooted in connection rather than comparison. Featured speaker **Lachandra Baker**, founder of **[LBB Edutainment](https://www.lbbedutainment.com/)** and author of *Your Own Biggest Cheerleader*, will share reflections on authenticity, psychological safety, and the power of community over individual achievement. Drawing from personal stories—including the significance of turning 53—Lachandra will invite us into a conversation about showing up fully, being seen, and choosing relationships that support who you truly are. Expect a warm, welcoming atmosphere with space for reflection, shared insight, and intentional connection—plus drinks, light bites, and the kind of conversations that remind you you’re not meant to do this alone. Come as you are. Leave feeling clearer about your voice, your people, and the confidence that grows when both are aligned. **What is Confidence Lab?** Confidence Lab is a monthly community experience for bold, thoughtful leaders building confidence from the inside out. Whether you’re launching a business, leading a team, navigating change, or simply striving to show up more fully—you belong here. Our work demands clarity, courage, and conviction—but the pace of daily life can erode our sense of self. Confidence Lab creates space to reflect, reconnect, and grow with others doing purpose-driven work. It’s designed for entrepreneurs, nonprofit leaders, creatives, corporate professionals, activists, and anyone ready to lead with authenticity and impact. ***Please note:*** *All are welcome! If cost is a concern, please use promo code PUBLIC to access a free ticket—we want you to join us.*

If you are interested in selecting investment choices for your 401(k) or other workplace savings plan, minimizing your income tax liability, or identifying the most effective investments for your brokerage account, we are the group for you. We are a local chapter of Bogleheads**®**, whose investment strategy can be found here: https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy Or you can peruse the Boglehead forum here: https://www.bogleheads.org/index.php I look forward to seeing you there. Mark Vonder Haar

Pay attention! We’re delaying a week for those of you who may be on Spring break and/or celebrating the holiday. Ok, no pancakes, but waffles-a-plenty. Join the local UX and Digital Design community for a casual monthly breakfast. Look for us upstairs!

Bring your business cards and network in person with other business professionals! Gold Star Referral Clubs is one of the most established professional networking organizations in the country, with multiple groups in central Ohio. Join us!

Looking for new clients? Join us for lunch and meet our group. Bring your business cards and other materials to hand out - you will have an opportunity to tell us about your business. Our speaker this week is **Sherry Long, Owner of Access Title Agency**. Her agency does residential and commercial title work. Learn about how a title agency ensures your property is free and clear of all encumbrances. All visitors are welcome. Any questions contact [pmarchio@farmersagent.com](mailto:pmarchio@farmersagent.com)

Let's grab some coffee/food and share a morning chat! The East Market has an ample parking lot and outdoor and indoor seating. Grab a cup of coffee from Winston's Coffee & Waffles or on your way to East Market and meet us on the second floor - table behind or east of the elevator. Per what this group is about: "Everyone is welcome! International transplants to Columbus who want to improve language skills, Columbus residents who want to discuss international travel and culture, and anyone who enjoys getting together for good conversations."

**Understanding the Columbus Housing Market** An easy‑to‑understand snapshot of the Columbus housing market, highlighting current conditions and key factors influencing buyers, sellers, and homeowners. This is a relaxed, no‑pressure event where you can ask questions and get practical advice. Hosted by: Katie McCartney, Broker & Senior Real Estate Specialist® (SRES)

At Evolve Synergy Sessions, you'll be part of a supportive mastermind where we share challenges, brainstorm solutions, and inspire one another to take bold steps in our businesses. Grow your network, gain fresh perspectives, and build meaningful relationships with like-minded women who are committed to success. Whether you’re looking to move the needle in your business or simply need a space to connect and recharge, this is the perfect place to fuel your entrepreneurial journey. [Add Event to Calendar](https://evolvecolumbus.eventcalendarapp.com/) \*\* Please note, we will be arriving around 8:15a for open networking! Get there early and get connected! Contact Alexis Morley at [alexis.morley@edwardjones.com](mailto:alexis.morley@edwardjones.com) or Terri Lawson at [terri.lawson@e-merge.com](mailto:terri.lawson@e-merge.com) for more information.

**Connected Westerville Night of Networking** *April Edition: The Introduction Economy* You've been to the networking events. You've done the small talk. Collected the cards. Forgotten the names. And walked out feeling like you just wasted two hours of your life. The problem isn't you. It's the format. Most networking events put you in a room and tell you to figure it out. So everyone defaults to elevator pitches and business talk, and nothing real gets built. Here's the truth about networking that most people miss: Your network isn't just who you know. It's who thinks of you when they're talking to someone else. *That's* The Introduction Economy. And it only works when relationships are real. There's a reason people who come once keep coming back. It starts with seven minutes that feel nothing like networking. Then we open it up. Free networking. More conversations. More momentum. This is a room full of corporate professionals, entrepreneurs, business owners, creatives, and career builders in the Westerville and Columbus area. The mix is the magic. You might never do business with everyone you meet tonight. But someone in this room will think of *you.* **By name**. So, the next time someone needs exactly what you do, you get the recommendation. **April 14th. RSVP now.** **When:** Tuesday\, April 14th \| 6:15 PM \-\- 8:00 PM **Where:** Vineyard Community Center \| 6000 Cooper Rd\, Westerville\, OH 43081

**Welcome to the Women’s Columbus Bogleheads® Sub-Group** This sub-group is for **women who want to learn and discuss finances in a safe, supportive space**. For those interested in moving towards financial independence and retirement by learning investment basics, choosing your 401(k) investments, minimizing taxes, and more. We’re a local chapter of **Bogleheads®**, following a long-term, practical investment philosophy: [Investment Philosophy](https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy): https://www.bogleheads.org/wiki/Bogleheads%C2%AE_investment_philosophy [Bogleheads Forum](https://www.bogleheads.org/index.php): https://www.bogleheads.org/index.php No question is too small, and no experience is too simple. Share, ask, and learn — at your own pace, without judgment, in a group of like-minded women. Let’s build confidence and knowledge **together**!