Finance Professionals
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Frequently Asked Questions
Yes! Check out finance professionals events happening today here. These are in-person gatherings where you can meet fellow enthusiasts and participate in activities right now.
Discover all the finance professionals events taking place this week here. Plan ahead and join exciting meetups throughout the week.
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Finance Professionals Events Today
Join in-person Finance Professionals events happening right now
Gold Star Business Networking
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!
Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies
FREE meetup. Register HERE 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
**Unlocking Retirement Capital: Flips, Wholesales & Private Money Strategies in Self-Directed Accounts**
**Featuring Guest Speaker:** Amanda Holbrook (Specialized Trust Company)
**Hosted by:** Columbus Investors Club
### **Event Description**
Most people think retirement accounts are passive.
That they’re “for later.”That you can’t touch them. That real estate and retirement money don’t mix.
They’re wrong.
This meetup is about how investors use **Self-Directed IRAs and Solo 401(k)s** to put retirement capital to work…**buying real estate, funding deals, and even raising private money** (the right way).
### **Featured Guest Speaker: Amanda Holbrook**
We’re excited to welcome **Amanda Holbrook of Specialized Trust Company** to break this down clearly and practically…so you understand what’s allowed, how it works, and what to avoid.
### **What You’ll Learn**
Amanda will walk through:
**Flip inside a Self-Directed IRA or Solo-401(k)**
* How to structure the deal correctly
* How expenses must be handled
* When UBIT may apply
**Wholesale within a retirement account**
* How assignments work
* What type of income it creates
**Use OPM (Other People’s Money) to scale**
* How investors raise private money from Self-Directed IRAs
* How to structure notes properly
* How to fund deals inside **and** outside your own retirement account
### **The Core Idea**
There is a lot of capital sitting in retirement accounts.
This session shows you how real estate investors unlock it **without guessing, winging it, or accidentally creating a compliance mess.**
### **Who This Event Is For**
* Investors flipping or wholesaling who want to understand self-directed rules
* Anyone raising private money (or wanting more capital sources)
* People with retirement funds who want them working harder than stocks/mutual funds
### **Event Details**
**Location:** Ohio Brewing Company – 421 E 2nd Ave, Columbus, OH 43201
**Date & Time:** Thursday, March 26th, 6–8 PM *(Doors open at 5:30)*
**Cost:** Free *(Seats are limited — RSVP required)*
**Food:** Free food included
**FREE meetup. Register HERE** 🎟️- https://www.eventbrite.com/e/unlocking-retirement-capital-flips-wholesales-private-money-strategies-tickets-1983411263481?aff=cicmeetupapp
*Disclaimer: This event is for educational purposes only and is not legal, tax, or investment advice.*
March Madness Wine Bracket / House Wine / Multiple Weeks
A fun way to compare wines from two different countries at a time. House Wine is squaring off two countries' wines against each other each Thursday in March. March 12, March 19, March 26, and the Finals April 2nd.
Meet and Greet format....show up after 7pm, pay your $15 at the cash register, get your wine glass, and enjoy. I will get a table reserved for the group.
Remember, you may bring in your own food or takeout.
Attendance is your agreement to the Group's Waiver of Liability terms. See our Group homepage for details.
Parking is tough at House Wine; there is a municipal lot one-half block north of the shop and sometimes parking at the lot behind Jet Pizza, accessed by the lane between the east House Wine parking lot and the residence to the east.
Long Form Night - Columbus Comedy Improv Meetup at Gresso's!
Whether you've never done improv before, or you've done it for so long you knew Del Close on a personal level, or anywhere in between, come join us! Swing by *Gresso's* for the **Columbus Improv Comedy Meetup** for some fun and games! Tonight's a special one; this is "Long form" night!
Most nights here at Improv Meetup, we play "short form" games, where the host has established rules that the players must adhere to. These scenes frequently do not tell a connected story and are focused on following those rules; games such as "Alphabet Game" where every next sentence needs to start with the next letter of the alphabet, or "Interrogation" where it's a guessing game.
Tonight is focused on "long form", where we will see groups of people come up and do a sort of improvised play. There may be rules to the structure itself to adhere to, or it may be more free form, but doing this allows players to establish a shared world, and to establish characters and callbacks. While your average game may last 2-3 minutes, a long form set may last longer, and have 4+ people involved. This may be a more complicated night, but we will make sure you feel supported to try this out.
Our meetup, which is central Ohio's longest running (and free!) weekly comedy event, brings the games (and occasionally different forms) for you to play in a safe, supportive, and compassionate environment. Not only is it a lot of fun, but you get to work on thinking faster on your feet, plus it's an excellent way to meet new people and make friendships that'll last a lifetime!
Ask yourself if you want to join the **Columbus Improv Comedy Meetup**, and say "Yes, And" that you'll have fun!
From Web Forms to Web Components - Burton Smith
**Important time note:** Please plan on arriving between 5:30 and 6:00 as the elevators lock after 6 and you'll need to message us and we'll need to come get you.
The building address is 4450 Bridge Park
The entrance is 6620 Mooney St, Suite 400
**Abstract**
Web Forms gave .NET developers a powerful abstraction for building reusable UI controls long before design systems were a thing. Web Components finally bring that same idea to the browser natively.
This session explores how the Web Forms mindset translates into Custom Elements, Shadow DOM, and HTML templates. We’ll examine how Web Components enable design systems that work across frameworks, how they differ from server‑driven controls, and why they’re becoming a foundational layer for modern UI. Whether you’re maintaining legacy apps or building greenfield projects, you’ll leave with a practical understanding of how to apply familiar patterns in a modern, standards‑based way.
**YouTube Link**
[https://youtube.com/live/fD2cYeKp_UU?feature=share](https://youtube.com/live/fD2cYeKp_UU?feature=share)
Finance Professionals Events This Week
Discover what is happening in the next few days
Building a Voice Over Business
Join Voice Over Pros Of Ohio for an exciting morning of networking, and exploring opportunities in the world of voice acting. Whether you're a seasoned professional or just starting out, this event is perfect for expanding your network, learning how to start a VO business, and for honing your skills. Connect with fellow voice actors and VO experts, that will help you succeed in your voice over business.
This event will feature discussions on professional development, entrepreneurship in the voice over industry, with tips for navigating the world of voice acting. Don't miss this unique opportunity to learn from others, collaborate with like-minded individuals, and take your voice over career to the next level. Join us Saturday, March 28, from 10am - 12pm and learn how to start or grow your voice over business. Let your voice be heard! The $10 fee covers refreshments and door prizes.
Curtain Players Local Playhouse 🎠Tickets are on sale now!
TBA- We will do lunch before the play too! Tickets are on sale now only $20.
Let's try a Friday Night Fish Fry!
We thought of one of the interesting things that can be enjoyed at this time of the year. We will be meeting at Immaculate Conception Catholic Church for a "Fish Fry" in Marian Hall on Friday, March 27th at 5:00 PM.
It might be fun for you to experience what has become a tradition on the Fridays before Easter. They will have fried fish or baked fish, French fries and Cole slaw, as well as beverages, all for $16.00 for adults. They will have other beverages and desserts available for sale, as well. We have never tried this, and sometimes there are quite a few people at these events so we hope that we will be able to find each other easily. I'll try to have signs outside Marian Hall that Identify our group. We hope to have you join us!
Using Philosophy to Cope with Current Events
So this month's prompt is more general. I think we can all agree that we are living in "unique" times that require coping skills. I think that one role and/or purpose of philosophy is to help us deal with our daily lives and our "unique" times. So, let's share our feelings and thoughts about which philosopher/philosophy we turn to in order to deal with our crazy events. Who/what helps you stay focused in your daily life and helps you sleep at night. I find that Stoicism with a little philosophical pessimism mixed in goes a long way in helping me deal with what I see as very destructive, fearful and mean spirited public policies at both the state and federal levels. Hope to see you on March 28th!
Finance Professionals Events Near You
Connect with your local Finance Professionals community
Investing & Personal Finance Meeting
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
Columbus Women's Investing & Personal Finance Meeting
**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**!
CBusData: The Fellowship of the Star Schema: Transforming OLTP Data for Power BI
The Fellowship of the Star Schema: Transforming OLTP Data for Power BI
One does not simply build reports on OLTP data. Join us on an epic journey from the depths of raw, normalized tables to the shining halls of a well-modeled star schema fit for Power BI greatness. We will demystify the differences between OLTP and OLAP, walk through star schema vs snowflake (and why Power BI has a clear favorite), and show you the compression differences between normalized and columnar storage that will make you never look at an OLTP model the same way again.
We will cover the different types of dimensions, when to use them, and how to handle Slowly Changing Dimensions without losing your mind. You will leave knowing exactly how to identify a bad model, how to convert OLTP data into a clean star schema, and how to forge relationships that rule them all.
Whether you are a data wizard, a curious hobbit, or somewhere in between, your models will never be the same.
Wednesday Morning Breakfast Meeting
Let’s get together at the Crowne Plaza and talk deals, creative finance, problem solving, whatever you want! Hubert Bruce Hosts, COREE members share ideas and resources. Open to the public!
Data & Analytics Wednesday - The Data-Driven Brand
**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)
COhPy Monthly Meeting
**Improving Office in Franklinton**
Physical location:
Improving Office
330 Rush Alley Suite #150
Columbus, OH 43215
Schedule:
6:00 p.m.: Socialize, eat, and drink. Improving will be providing pizza and beverages.
6:30 to 8:00 pm. Main meeting and presentation(s).
Topic: Type Annotations with John Cassidy
We meet on the last Monday of each Month. Presentations are given by members and friends of this group. If you would like to do a presentation (small or large) on a python topic, please contact Central OH Python at centralohpython@gmail.com
OVER 50 HAPPY HOUR AT LIBERTY TAVERN IN POLARIS FRI, APRIL 10TH 4:00PM-8:00PM!
Over 50 Happy Hour – Liberty Tavern Polaris
Join us for a fun and relaxed Over 50 Happy Hour on Friday, April 10th from 4:00 PM – 8:00 PM at Liberty Tavern Polaris.
This is a great opportunity to meet new people in our age group in a casual, comfortable setting. Whether you’re in your fifties, sixties, or seventies, everyone is welcome. Some people who attend are retired, while others are still working, but we all share one thing in common — enjoying good conversation and good company.
If you’re new to the group, don’t worry. Many people attend solo and quickly find it easy to strike up conversations. The goal of this happy hour is simple: meet people, socialize, laugh, and enjoy the evening.
We’ll be gathering at Liberty Tavern Polaris, a welcoming tavern with a warm atmosphere, great food, and a bar perfect for relaxed conversation.
Feel free to come when you can and leave when you want.
Some members arrive right at 4:00 PM, while others stop by later after work.
There’s no formal agenda — just friendly people getting together to enjoy a Friday evening.
Location:
Liberty Tavern Polaris
2170 Polaris Parkway
Columbus, Ohio
Time:
Friday, April 10
4:00 PM – 8:00 PM
Come join us for a drink, good conversation, and the chance to meet some great people in the 50+ community.



























