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June 2019
Seven Firms in Five Years – I Have a Feeling We’re Not in Kansas Anymore (Rainmaker Companies SuperConference)
CBM Managing Partner Pete Reilly will present "Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore" on Wednesday, June 19 at 11 am at the Rainmaker Companies 2019 SuperConference. 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…
Find out more »Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits
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 Advisor Wendy Moyers and Senior Investment Advisor Alex Seleznev will address how saving in a 529 plan can 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…
Find out more »July 2019
Making Sense of Retirement for Federal Employees
Senior Vice President Judith Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include: Federal Employees Retirement System (FERS) pension: Eligibility and benefits calculation Annuity and Payment options: Single versus Joint annuity, and other options How to select the best option for you Thrift Savings Plan (TSP): Investment options and performance results Comparison with non-government investment options Required Minimum Distribution (RMD) options Rollover considerations: Pros…
Find out more »Let’s Talk About Money and Investing for Female Professionals (sponsored by CBM D-PATH)
Women face many obstacles to overcome during our lifetimes: the wage gap, the career gap, and the investment gap. The good news is that investing and managing your own portfolio is gender neutral. Everyone can overcome the investment gap by learning how to save and invest. Female professionals are invited to attend an hour-long lunchtime presentation on Thursday, July 18, to learn how investing can help you build a stronger financial foundation for yourself. CBM Senior Financial Adviser Wendy Moyers…
Find out more »September 2019
Certified Nonprofit Accounting Professional (CNAP) Training Program
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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