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CBM News

Firm News, Upcoming Events & Legislative Updates
August 29, 2020

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. Ellison-Taylor spoke about the value and benefits of inclusion in professional organizations. As CBM continues to champion diversity among its team members, gaining recognition for the second consecutive year from the Accounting & Financial Women’s Alliance… Read more ›

August 22, 2020

Councilor, Buchanan & Mitchell, P.C. and Team Members Collectively Donate $6,500 to Organizations in Support of Black Lives, Education and Community Development

Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has made a $3,250 donation to the National Association of Black Accountants National Scholarship Program. The contribution represented a dollar-for-dollar match to individual team member donations to various organizations that support Black health, education, rights and community development for a total donation of $6,500. The initiative was launched by CBM D-PATH, the firm’s diversity and inclusion group, a response to… Read more ›

August 21, 2020

Managing Partner Pete Reilly Presents with Upstream Academy on Changes Firms Encounter During Periods of Strategic Growth

On August 21, President & Managing Partner Pete Reilly spoke to Upstream Academy about growth management strategies and his experiences growing Councilor, Buchanan & Mitchell. Pete spoke extensively on the topic of change and how it can promote positive growth. A recording of the full webinar is available below.

August 11, 2020

Councilor, Buchanan & Mitchell, P.C. Moves Up on INSIDE Public Accounting’s Top 300 Firms List

PDF Version: Councilor, Buchanan & Mitchell, P.C. Moves Up on INSIDE Public Accounting’s Top 300 Firms List Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has moved up on INSIDE Public Accounting’s annual list of top 300 public accounting firms based on revenue and ongoing financial performance. Last year, CBM ranked at #245 of all firms across the country. This year, CBM made a significant jump to #220. INSIDE… Read more ›

July 23, 2020

Pete Reilly Discusses What Shaped His Current Leadership Methods on Executive Leaders Radio Show

Pete Reilly, President and Managing Partner at Councilor, Buchanan & Mitchell, was interviewed on Herb Cohen’s Executive Leaders Radio show in early 2020. The two spoke about Pete’s early managing experiences and how they shaped his current impactful methods of leadership today. Pete begins with a story of his first managing position at a local community pool and swim team, and how the diversity in experience served as the foundation for the way he leads his teams at Councilor, Buchanan… Read more ›

July 23, 2020

Dan Weaver, Judy Barnhard and Tony Cuozzo to Present at the 2020 GWSCPA Not-for-Profit Symposium

CBM’s Director of Not-for-Profit Services Dan Weaver, Senior Vice President Judy Barnhard, and Senior Advisor Tony Cuozzo are scheduled to present at the 2020 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium from Monday, December 14 through Wednesday, December 16. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the nonprofit sector throughout the Washington, DC metropolitan region. Due to COVID-19, this years Symposium will be held virtually. Mr…. Read more ›

July 17, 2020

Jamie S. Siegal Joins CBM, Expanding the Firm’s Divorce Finance and Litigation Support Practice

PDF Version: Jamie Siegal Joins CBM, Expanding the Firm’s Divorce Finance and Litigation Support Practice Jamie S. Siegal, CPA, CDFA®, has joined Councilor, Buchanan & Mitchell, P.C. (CBM) as a divorce financial and litigation support manager, expanding the firm’s divorce services practice. She joined CBM’s divorce division team of six professionals at the firm to help clients navigate the complexities of financial planning and decision-making during divorce. She has expertise working to deliver the most favorable outcomes possible for clients… Read more ›

July 6, 2020

CBM Announces Staff Promotions

  July 6, 2020 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell, P.C. (CBM) wishes to congratulate the following team members who have demonstrated ongoing technical and professional expertise. We are proud to announce their promotions effective July 1, 2020. Michelle Belfont, CPA –Senior Manager Angela Prochaska, CPA – Senior Manager and Director of Professional Development Mihaela “Mikki” Obreja, CPA, MBA – Senior Tax Manager Jordan Egert, CPA, CFE, CDFA® – Senior Manager, Litigation Support and Forensic Services… Read more ›

June 19, 2020

CBM Manager Jordan Egert Graduates from GWSCPA Margaret DeBoe Leadership Program

Jordan Egert, CPA, CFE, CDFA®, manager of litigation support and forensic services at Councilor, Buchanan & Mitchell, graduated  from the Margaret DeBoe Leadership Program during a virtual recognition program on Thursday, June 4. The program, administered by the Greater Washington Society of CPAs, delivers an in-depth educational program for an annual cohort of rising accounting firm leaders to develop their communication, management, leadership and business development skills as a complement to their technical skills. Since 2016, GWSCPA has hosted the… Read more ›

June 14, 2020

CBM Named by the Accounting & Financial Women’s Alliance as One of the Best CPA Firms for Equity Leadership for the Second Consecutive Year

For the second consecutive year, Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm based in Bethesda, MD, has been named one of the best accounting firms in equity leadership by the Accounting and Financial Women’s Alliance (AFWA). This recognition continues to reinforce CBM as a top firm that offers professional opportunities for women throughout the accounting profession. Currently, 44% of CBM’s firm leadership is female, 65% of the staff is female and 30% of the team… Read more ›