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May 2021

(Virtual) GWSCPA Employee Benefit Plans Virtual Conference (Silver Sponsorship)

May 11 - May 12 Eastern

Councilor, Buchanan & Mitchell is proud to serve as a silver sponsor of the Greater Washington Society of CPAs' 2021 Employee Benefit Plans Virtual Conference, which is scheduled for May 11-12, 2021. This annual conference is intended for both plan auditors and fiduciaries covering topics relevant to employee benefit plan audits. Professionals should attend this conference to learn about the complexities, trending issues and best practices in benefit plans. CBM Principal Julia Lafferty will be presenting at the 2021 GWSCPA…

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(Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)

May 12 @ 3:15 pm - 4:30 pm Eastern

Julia Lafferty, a principal at Councilor, Buchanan & Mitchell, P.C., will participate in an Ask the Experts panel session at the 2021 Greater Washington Society of CPAs Employee Benefit Plans Virtual Conference on Wednesday, May 12, from 3:15 to 4:30 pm. The annual conference, which CBM is supports this year as a silver sponsor, provides educational opportunities for both plan auditors and fiduciaries covering topics relevant to employee benefit plan audits. Professionals should attend this conference to learn about the…

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(Virtual) 2021 Women’s Leadership Virtual Conference (Silver Sponsorship)

May 18 - May 20 Eastern

Councilor, Buchanan & Mitchell, P.C. is proud to serve as a Silver Sponsor with the Greater Washington Society of CPA's 2021 Women's Leadership Virtual Conference. The Women’s Leadership Section of the GWSCPA is a large and diverse group of members coming together with common goals: to advance the standing of all women in the profession; empower each other to be our professional best; motivate each other in our leadership goals; and support each other through personal and professional transformations.  …

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(Virtual) Certified Nonprofit Accounting Professional (CNAP) Training Program

May 25 - May 26 Eastern

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 is intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the…

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July 2021

(Virtual) Maximizing Social Security Benefits and Avoiding Mistakes

July 22 @ 11:00 am - 12:00 pm Eastern

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals. On Thursday, July 22 from 11 am to 12 pm, join Judy Barnhard, CPA, CFP®, CDFA® co-chair of CBM’s financial planning practice and Alex Seleznev, MBA, CFP®, CFA…

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(Virtual) Market Update: Q3 Investment Update and Financial Considerations

July 27 @ 12:00 pm - 1:00 pm Eastern

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their 2021 Q3 Market Update for Tuesday, July 27 from 12 pm to 1 pm. Join Debbie May, CBM Executive Vice President and Chief Investment Officer of MBI, and Alex Seleznev, Senior Advisor and Chief Operating Officer, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s…

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October 2021

(Virtual) Market Update: Q4 Investment Update and Financial Considerations

October 27 @ 12:00 pm - 1:00 pm Eastern

  Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their 2021 Q4 Market Update for Wednesday, October 27 from 12 pm to 1 pm. Join Debbie May, CBM Executive Vice President and Chief Investment Officer of MBI, and Alex Seleznev, Senior Advisor and Chief Operating Officer, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update:…

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