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Category: Employee Benefit Plans

February 28, 2023

CBM Partner Julia Lafferty to Serve As Panelist at 2023 GWSCPA Employee Benefit Plans Conference

Julia Lafferty, partner at Councilor, Buchanan & Mitchell, and a director of employee benefit plan and not-for-profit services, will serve as a panelist at the 2023 Greater Washington Society of CPAs (GWSCPA) Employee Benefit Plans Conference. The “Ask the Experts” panel, which will run on Wednesday, May 3 from 3:15 to 4:30 pm EST, will feature Lafferty and two other panelists for the second consecutive year; this will also be her second consecutive year serving as conference co-chair. In addition… Read more ›

July 12, 2022

CBM Partner Julia Lafferty Elected to the Greater Washington Society of CPAs Executive Committee

PDF: CBM Partner Julia Lafferty Elected to the Greater Washington Society of CPAs Executive Committee Julia Lafferty, CPA, a partner at Councilor, Buchanan & Mitchell and a director of the firm’s not-for-profit and employee benefit plan services groups, has been elected to the executive committee of the Greater Washington Society of CPAs (GWSCPA) effective July 1, 2022. This five-year commitment will incorporate several progressive leadership roles including annual service as secretary, treasurer, vice president/president-elect, president and immediate past president. During… Read more ›

June 21, 2019

CBM Principal Julia Lafferty Elected to Board of Governors of the Greater Washington Society of CPAs

The Greater Washington Society of CPAs has elected Julia Lafferty, Principal at Councilor, Buchanan & Mitchell (CBM), to its board of governors. CBM has a long history working with GWSCPA dating back to 1924 when the firm’s founder, James Councilor, served as the society’s first president. GWSCPA, a not-for-profit organization serving the DC-area accounting profession, promotes ethical standards and educational opportunities and support for its members. The Society also acts as a liaison contact with Capitol Hill, state, and local… Read more ›