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June 2019

Seven Firms in Five Years – I Have a Feeling This Isn’t Kansas Anymore (AICPA ENGAGE)

June 12 @ 1:55 pm - 2:45 pm
MGM, 3799 S. Las Vegas Boulevard
Las Vegas, NV 89109
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CBM Managing Partner Pete Reilly and Marketing Director Joe Kovacs will present "Seven Firms in Five Years - I Have a Feeling This Isn't Kansas Anymore" at the Association for Accounting Marketing Summit at AICPA ENGAGE. The presentation will cover the branding, operational and financial impact on merging seven firms into CBM in the period of five years. Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications…

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Seven Firms in Five Years – I Have a Feeling This Isn’t Kansas Anymore (Rainmaker Companies SuperConference)

June 18 @ 4:30 pm - 5:30 pm
Loews Atlanta, 1065 Peachtree Street, NE
Atlanta, GA 30309
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CBM Managing Partner Pete Reilly will present "Seven Firms in Five Years - I Have a Feeling This Isn't Kansas Anymore" at the Rainmaker Companies 2019 Super Conference. The presentation will cover the branding, operational and financial impact on merging seven firms into CBM in the period of five years. Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications and technology processes. This is the second time…

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Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits

June 26 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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Join CBM for an upcoming presentation—back by popular demand—on strategies to help a child or grandchild prepare for a future in higher education. During this Wednesday, June 26 event, Senior Financial Adviser Wendy Moyers and Senior Investment Adviser Alex Seleznev will address how saving in a 529 plan may help students and parents escape the burden of long-term student loans, effective gifting strategies for 529 plans and the following related topics during an engaging and in-depth presentation: 1. Benefits to…

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September 2019

Certified Nonprofit Accounting Professional (CNAP) Training Program

September 16 @ 9:00 am - September 17 @ 4:00 pm
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, DC 20036
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$650

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit clients throughout the country, to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training, and runs programs in the spring and fall. The two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous…

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