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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 5, 2020 – Q&A: The Small Business Administration, Relief Programs and Small Businesses in the COVID-19 Era
  • April 14, 2020 – The Impact of the CARES Act and the Paycheck Protection Program on Small Businesses and Independent Contractors
  • 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

  • April 27, 2020 – Lemonade from Lemons: Financial Planning Ideas for Volatile Markets (for GWSCPA Women’s Leadership Roundtable)
  • January 21, 2020 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)
  • 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

  • May 1, 2020 – Q&A: The Small Business Administration, Relief Programs and Dealerships in the COVID-19 Era
  • April 7, 2020 – The CARES Act / SBA Paycheck Protection Program and Dealerships – How Will This Impact Your Business?
  • 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

  • May 19, 2020 – Real-World Frauds Found in Not-for-Profits (Sponsored by The GWSCPA)
  • December 18, 2019 – Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)
  • 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

  • April 30, 2020 – Q&A: The Small Business Administration, Relief Programs and Not-for-Profits in the COVID-19 Era
  • April 9, 2020 – The CARES Act and Not-for-Profit Organizations: What You Need to Know
  • 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

  • January 21, 2020 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)
  • January 14, 2020 – Retirement Assets in Family Law Cases
  • 12 December, 2019 – Year-end Financial Planning, Investments and Tax Planning
  • August 22, 2019 – Understanding Retirement Accounts During a Divorce or Separation
  • May 9, 2019 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
  • March 28, 2019 – Grow Your Net Worth – Top 10 Strategies and Missed Opportunities for Younger Professionals
  • 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 20, 2020 – Ongoing Financial Planning and Investment Considerations in the COVID-19 Era
  • May 1, 2020 – 401K Best Practice Panel Session – GWSCPA 2020 Employee Benefit Plan Conference
  • April 15, 2020 – Further Guidance on the Paycheck Protection Program (PPP) from the Small Business Administration
  • 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 16, 2020 – Ongoing Financial Planning and Investment Considerations in the COVID-19 Era
  • October 17, 2019 – Aging in Place or Time to Move: How to Evaluate the Options and Make the Choice That’s Right for You
  • 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

  • May 14, 2020 – Remote Work & Cybersecurity: Protecting Yourself and Your Clients (with Chesapeake Professional Liability Brokers)
  • May 1, 2020 – Q&A: The Small Business Administration, Relief Programs and Dealerships in the COVID-19 Era
  • April 7, 2020 – The CARES Act / SBA Paycheck Protection Program and Dealerships – How Will This Impact Your Business?
  • December 12, 2019 – Year-end Financial Planning, Investments and Tax Planning
  • 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)

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

  • April 30, 2020 – Nonprofit Section Meeting: Building a Community of Inclusion (Diversity and Integration) – GWSCPA
  • October 28, 2019 – Seven Firms in Five Years: I Have a Feeling We’re Not in Kansas Anymore (for the National Alliance of Auto Dealer Advisors)
  • September 22, 2019 – Seven Firms in Five Years: I Have a Feeling We’re Not in Kansas Anymore (for the MFR Group)
  • June 19, 2019 – Seven Firms in Five Years: I Have a Feeling We’re Not in Kansas Anymore (for Rainmaker Companies SuperConference)
  • June 12, 2019 – Seven Firms in Five Years: I Have a Feeling We’re Not in Kansas Anymore (for AICPA ENGAGE)
  • 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

  • January 14, 2020 – Retirement Assets in Family Cases
  • October 31, 2019 – Equitable Distribution Practices Presentation (Virginia Trial Lawyers Association Family Law Seminar)
  • January 14, 2020 – Retirement Assets in Family Law Cases
  • 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

  • April 27, 2020 – Lemonade from Lemons: Financial Planning Ideas for Volatile Markets for GWSCPA Women’s Leadership Roundtable
  • April 16, 2020 – This Time is Different? Top 5 Investment and Financial Planning Ideas
  • March 10, 2020 – An Introduction to Sustainable Investing
  • January 21, 2020 – Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)
  • July 17, 2019 – Making Sense of Retirement for Federal Employees
  • June 26, 2019 – Planning for a Child or Grandchild’s Education: Maximizing 529 Benefits
  • 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
  • November 6, 2019 – Grow Your Net Worth: Top 10 Strategies and Missed Opportunities For Younger Professionals
  • October 29, 2019 – Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
  • October 2, 2019 – Life Transitions: Considerations to Ensure Your Financial Security
  • 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)

Daniel L. Weaver, CPA – Senior Vice President

  • April, 30 – 2020 Q&A: The Small Business Administration, Relief Programs and Not-for-Profits in the COVID-19 Era
  • April 9, 2020 – The CARES Act and Not-for-Profit Organizations: What You Need to Know
  • March 24, 2020 – Not-For-Profit Financial Reporting Standards Update
  • December 18, 2019 – Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)
  • 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)