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September 2020
(Virtual) Certified Nonprofit Accounting Professional Training
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 virtual training and exam-based certification program is intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with…
Find out more »October 2020
(Virtual) The Benefits of Remote Accounting for Small Membership Associations
Join CBM's outsourced client accounting services team for an hour-long session about the benefits of remote accounting for small not-for-profit membership associations. Further details are coming soon. Please register for this upcoming session via the form below.
Find out more »Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. Join CBM Senior Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a virtual presentation on Thursday, October 8, intended to help mid-career level professionals better understand the opportunities available…
Find out more »(Virtual) ABCs of Estate Planning
Further Details to Come. Register via the link below:
Find out more »(Virtual) Retirement and Life Care Planning: Helping You Build the Path to a Peaceful Future
Further Event Details to Come. Register via the link below:
Find out more »November 2020
(Virtual) November 19 Market Update: Financial Considerations in Today’s Market
Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief Investment Officer of MBI, CBM's investment advisory subsidiary, and Alex Seleznev, Senior Advisor and Portfolio Strategist, will provide a market update on Thursday, November 19 as part of our ongoing series of sessions to provide you with financial planning considerations in today's market. Further details about the session will be available soon. Please register via the form below to participate.
Find out more »December 2020
Greater Washington Society of CPAs’ Nonprofit Symposium
Dan Weaver, director of CBM's not-for-profit practice, 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.…
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