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Upcoming Events
11:00am
(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals
Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session. Click here to register. Description: You have established a successful career and made financial decisions along the… Read more ›
11:00am
(Virtual) Employee Benefits and Executive Benefits: What Professional Services Firms Need to Know
Click here to register. Description: Executives and their human resources teams at professional services firms face several complex decisions related to employee benefits and executive benefits including retirement plan options, group disability… Read more ›
11:00am
(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for… Read more ›
Latest News
Diversity & Inclusion
CBM Welcomes Diversity Champion Kimberly Ellison-Taylor to Discuss Inclusion in the Professional Workforce
CBM was proud to welcome Kimberly Ellison-Taylor, an executive at Oracle, former chairman of the Association of International Certified Public Accountants, award-winning champion of issues related to diversity and inclusion in the workplace, and renowned speaker to the firm’s August 27, 2020 staff meeting.
As part of CBM’s 100th anniversary celebrations, the firm is taking its passion into our communities. Click here for details about the events the firm has participated in so far, as well as the great teamwork and impact we are having throughout the Washington, DC metropolitan region.
CBM staff have been taking the CBM brand wherever they go. Any team member who takes a photo in a distant location wearing a shirt or cap earns $100 from the firm. Click here to see all the exciting places our team members have gone.
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