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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

  • May 14, 2019 – Corporate and Individual Tax Planning Under the New Tax Law (for the American Subcontractors Association)
  • May 22, 2018 – The Impact of the Tax Cuts and Jobs Act on Subcontractors (at the American Subcontractors Association Annual Meeting)
  • 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

  • May 9, 2019 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
  • November 1, 2017 – Current Peer Review Issues / Considerations for Smaller Firms (for the Maryland Association of CPAs)


John R. Communale, CPA – Senior Vice President

  • October 10, 2018 -The Impact of Tax Cuts and Job Act on Businesses (For The Japan’s Members Society of Washington D.C.)
  • April 18, 2018 -The Impact of Tax Cuts and Job Act on Auto Dealerships (For The Washington Area’s New Auto Dealers Association)

Anthony A. Cuozzo, CPA, CGFM – Senior Advisor

  • November 28, 2018 – Impact of the New Revenue Recognition Standards on Contributions Received and Made
  • 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

  • May 9, 2019 – Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)
  • January 18, 2019 – Certified Nonprofit Accounting Professionals Training Standards
  • January 16, 2019 – How to Control Your Retirement Destiny
  • 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


Jordan P. Egert, CPA, CFE, CDFA® – Manager, Litigation Support

  • May 9, 2019 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
  • March 14, 2019 – Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
  • February 13, 2019 Grow Your Net Worth: Top 10 Strategies and Missed Opportunities For Younger Professionals

Julia Lafferty, CPA – Principal

  • May 9, 2019 – Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)
  • November 28, 2018 – Simplify Your Financial Process and Still Ace Your Audit (for the Greater Washington Society of CPAs)

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)

Richard Morris, CPA, MST – Executive Vice President

  • October 10, 2018 -The Impact of Tax Cuts and Job Act on Businesses (For The Japan’s Members Society of Washington D.C.)
  • April 18, 2018 -The Impact of Tax Cuts and Job Act on Auto Dealerships (For The Washington Area’s New Auto Dealers Association)
  • 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)

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

  • May 1, 2019 – Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
  • March 28, 2019 – Grow Your Net Worth For Female Professionals: Starting Your Financial Journey
  • January 1, 2019 – How to Control Your Retirement Destiny
  • 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

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)

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)

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

  • May 9, 2019 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
  •  May 1, 2019 – Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
  • March 14, 2019 – Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
  • February 13, 2019 Grow Your Net Worth: Top 10 Strategies and Missed Opportunities For Younger Professionals
  • 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)

Mark  Thomas, CPA – Audit Manager

  • May 9, 2019 – Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)

Michael Uong, CPA – Manager

  • September 17-18, 2018 – Certified Nonprofit Accounting Program Training
  • May 21-22, 2018 – Virginia Automobile Dealers Association Convention
  • 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

  • April 25, 2019 – Not-For-Profit Financial Reporting Standards Update
  • March 27, 2019 – Not-For-Profit Financial Reporting Standards Update
  • February 21, 2019 – Not-For-Profit Financial Reporting Standards Update
  • November 28, 2018 – Impact of the New Revenue Recognition Standard on Contributions Received and Made (for the Greater Washington Society of CPAs)
  • 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)