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    Subscribe to our Newsletter

      By checking this box, you agree to receive text messages from Lucky Leaf Expo about event updates, speaker announcements, and promotional offers. You can reply STOP to opt out at any time, or for any assistance, reply HELP at (555) 123-4567. Message and data rates may apply. Messaging frequency may vary. Please review our Privacy Policy and Terms & Conditions

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      Using Financials and Inventory Data to Optimize Your Cannabis Business

      Using Financials and Inventory Data to Optimize Your Cannabis Business

      In an industry where margins are tight and regulations are complex, mastering your numbers can be a game changer. This panel dives into how cannabis operators can leverage inventory data, financial reporting, and valuation insights to make smarter, more profitable decisions. Moderated by Mark Waller of Sax Advisory group, and featuring industry experts Stacey Udell and Betsy Morem of Sax Advisory Group alongside Aly Piscatelli of Budding Operations,

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      Mark Waller

      Using Financials and Inventory Data to Optimize Your Cannabis Business
      Mark R. Waller, CPA, brings over 20 years of experience as a public accountant and a controller in the private sector to cannabis, wellness, and nonprofits in Minnesota and beyond. He leverages this experience to provide sound and trusted services to CEOs, founders, and other company leaders and stakeholders.
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      Stacey Udell

      Using Financials and Inventory Data to Optimize Your Cannabis Business
      Stacey is a Partner at SAX specializing in business valuation, forensic accounting, and litigation support, with a particular focus on the cannabis industry. She brings nearly three decades of experience providing independent valuations and expert analysis for both litigated and non-litigated matters.