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July 2020
What’s Next? Investment Update and Top Ideas in Turbulent Markets
In the next installment of our ongoing updates on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, CBM's financial advisory subsidiary, and Alex Seleznev, MBA, CFP®, CFA, senior investment advisor at CBM and senior portfolio strategist at MBI, will discuss some top action items to consider in these times of unprecedented market turmoil, including What’s next? Market recovery and investment allocation considerations How to prepare for more market volatility…
Find out more »August 2020
What to Think About As Your Firm is Growing (1 of 2 for Upstream Academy’s Growing Strategically Series)
CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy's webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth. The hour-long webinar presentation, the first of two such sessions, is part of Upstream Academy's Growing Strategically series on the growth of professional accounting firms, which also incorporates webinars focused on launching new service lines and niches, mergers & acquisitions, and expansion of a firm's geographic footprint. CBM…
Find out more »Beyond the CARES Act for Auto Dealerships
Nearly five months following passage of the CARES Act and numerous updates about the Paycheck Protection Program. CBM Senior Vice President and Director of the firm's auto dealer practice, John Comunale, will bring dealerships and service providers in the industry up to speed with recent developments about federal stimulus opportunities during the COVID-19 pandemic. Register below for this August 18 presentation.
Find out more »What to Think About As Your Firm is Growing (2 of 2 for Upstream Academy’s Growing Strategically Series)
This is the second session of for this webinar. The first session is on August 10. (Interested attendees need only participate in one session as part of Upstream Academy's Growing Strategically webinar series). CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy's webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth. The hour-long webinar presentation, the second of two such sessions (the first will be on…
Find out more »September 2020
Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals
Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life...now and for miles in the future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of how…
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