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Speakers & Trainers

In addition to providing high-quality client service, CBM’s leadership team members are also featured speakers at industry conferences and events, as well as presenters at firm-hosted presentations.

See below for our list of speakers and their presenting history.

Also visit CBM’s events page for a list of upcoming events.

Thomas B. Bailey, IV, CPA, CVA, Principal

  • January 30, 2018 – The Impact of the New Tax Legislation on Contractors and Subcontractors (for the American Subcontractors Association)

Judith P. Barnhard, CPA, CFP, CDFA, Senior Vice President

  • November 1, 2017 – Current Peer Review Issues / Considerations for Smaller Firms (for the Maryland Association of CPAs)

William G. Blumenauer, CPA, Senior Advisor

  • February 27, 2018 – 2017 Tax Cuts and Jobs Act: The Impact of the New Tax Legislation on Professional Service Businesses and Individuals

Anthony A. Cuozzo, CPA, CGFM, Senior Advisor

  • January 25, 2018 – Dissecting the New Flexible Financial Format for Not-for-Profit Organizations and the 2017 Tax Cuts and Jobs Act
  • January, 2018 – In-Depth Review of IRS Forms 990 and 990T
  • November 28, 2017 – Government Auditing Standards Update (for the Greater Washington Society of CPAs)
  • November 27, 2017 – Top 4 Issues for Not-for-Profit Organizations in 2017-2018 (for the Greater Washington Society of CPAs)
  • November 1, 2017 – Current Peer Review Issues / Considerations for Smaller Firms (for the Maryland Association of CPAs)

Patricia A. Drolet, CPA, PFS – Executive Vice President

  • February 27, 2018 – 2017 Tax Cuts and Jobs Act: The Impact of the New Tax Legislation on Professional Service Businesses and Individuals
  • February 1, 2018 – The Impact of the New Tax Legislation on Family Law and Business with an Overview of Cryptocurrencies
  • January 25, 2018 – Dissecting the New Flexible Financial Format for Not-for-Profit Organizations and the 2017 Tax Cuts and Jobs Act

Debora E. May, CPA, CFP, CDFA – Executive Vice President

  • April 24, 2018 – The Role of a Financial Neutral in Collaborative Cases (for the Bar Association of Montgomery County’s Collaborative Law section)
  • November 1, 2017 – Effective Protocols for Mediated Divorce Cases That Lack a Formal Collaborative Agreement (for the DC Academy of Collaborative Professionals)

Wendy Moyers Collaborative DivorceWendy M. Moyers, CPA, CFP, CDFA – Senior Financial Advisor

  • September 11, 2018 – The Impact of the Tax Cuts and Jobs Act on Businesses and Individuals
  • June 7, 2018 – Starting Your Philanthropic Giving – Exploring, Experimenting, Effecting

Richard Morris, CPA, MST, Executive Vice President

  • February 13, 2018 – The 2017 Tax Cuts & Jobs Act: The Impact of the New Tax Legislation on Businesses and Individuals
  • January 23, 2018 – The 2017 Tax Cuts and Jobs Act (for the Greater Bethesda Chamber of Commerce)
  • December 14, 2017 – Gazing Into the Crystal Ball: What Final Tax Reform Might Looks Like (for the Greater Washington Society of CPAs’ 1st Annual Construction and Real Estate Conference)

Jane Ochsman Rowny, CPA, CFP, CDFA, Principal

  • February 1, 2018 – The Impact of the New Tax Legislation on Family Law and Business with an Overview of Cryptocurrencies (for the Women’s Bar Association of Montgomery County)

Peter B. Reilly, CPA, CVA, President & Managing Partner

  • December 14, 2017 – Conference Presentation (for the Greater Washington Society of CPAs’ 1st Annual Construction and Real Estate Conference)

Aleksandr S. Seleznev, MBA, CFP, CFA, Senior Investment Advisor, Chief Operating Officer, MBI LLC

  • May 16, 2018 – Preparing for Your Post-Career Life and Financial Planning
  • February 1, 2018 – The Impact of the New Tax Legislation on Family Law and Business with an Overview of Cryptocurrencies (for the Women’s Bar Association of Montgomery County)

Michael Uong, CPA, Manager

  • September 18-19, 2017 – Certified Nonprofit Accounting Professional Training Program (for not-for-profit financial and operations leaders)
  • May 24-25, 2017 – Certified Nonprofit Accounting Professional Training Program (for not-for-profit financial and operations leaders)

Daniel L. Weaver, CPA, Senior Vice  President

  • February 20, 2018 – Upcoming Accounting Standards & the 2017 Tax Cuts and Jobs Act (with Morgan Stanley)
  • ​November 27, 2017 – Top 4 Issues for Not-for-Profit Organizations in 2017-2018 (for the Greater Washington Society of CPAs)
  • November 29, 2016 – The New Lease Standard – From the Lessee’s Perspective (for the Greater Washington Society of CPAs)