Events & CPE

1
May

Tax Season Debrief & Lunch (MAP SIG)

This event will be an excellent opportunity for us to come together and reflect on the recently concluded tax season.

During this gathering, we'll delve into a comprehensive discussion on the highlights, challenges, and insig...

14
May

Updates to the CMMC Proposed Rule and the new DOD FedRAMP Equivalency Memo (Gov Con SIG)

Next in the GovCon Breakfast Series -- Updates to the CMMC Proposed Rule and the new DOD FedRAMP Equivalency Memo
presented by Christina Reynolds and Alejandro Laboy of BDO.

Topics will cover: Why Get CMMC Cer...

15
May

The Five Critical Components of a Financial Plan for Retirees

A Financial Plan and Financial Planning mean different things to different people. A financial plan is definitely not a 170-page report that your client uses as a door stop. Financial planning certainly isn’t just managing a portfolio...

16
May

Litigation and Damages Fundamentals (FVS SIG)

The Forensic and Valuation Services SIG presents: Litigation Damages Methods - FVS SIG

Leveraging the successful first installment, this is the second in a series on how CPAs serve clients in litigation. Based on the first, i...

22
May

Creative Uses of 501(c)(4) Organizations: Philanthropy, Policy, Investments and Beyond (NFP SIG)

After a quick grounding in 501(c)(4) basics, the presentation will cover cutting-edge uses of 501(c)(4)s emerging in the nonprofit sector, including Patagonia and the "special purpose trust", impact investment funds, "charita...

9
Jul

Contract Terminations (Gov Con SIG)

Next in the GovCon Breakfast Series -- Contract Terminations
presented by 

Topics will cover:

Speaker Biographies:


Details: 8:00-9:00 am Tuesday, July 24, 2024<...


New events are added all the time- please view the Calendar for additional information.