Professional Trainings

CBM leads educational presentations for individuals and organizations likely to benefit from our expertise. Below is a list of training events we have conducted in recent months.

1. CBM hosts Certified Nonprofit Accounting Professional (CNAP) trainings twice a year, which provides bookkeepers, accountants, controllers and others responsible for oversight of finances of not-for-profit organizations with two days of rigorous, certificate-based training. CBM has led seven successful CNAP trainings since 2016.
2. One specific area in which we invest our professional education efforts is in complimentary tax and financial planning presentations for professional services organizations such as law firms and architectural firms.
3. Finally, CBM is approved by the American Society of Association Executives to offer professional education-based credit in support of the Certified Association Executive (CAE) credential. Trade and membership association executives, consultants that work with associations and others who are in pursuit of the CAE credential or who are seeking to maintain the credit are invited to contact CBM about upcoming programming.

Below is more information and links to all our training programs.

CBM’s Recent Presentations

• Retirement Assets in Family Law Cases
• Not-for-Profit Financial Reporting Standards Update
• Top 7 Ways to Maximize Your Social Security Benefits (and Mistakes to Avoid)
• Working Your Way Through the New Format of the Federal Tax Returns
• Medicare: A Critical Cornerstone for Retirement
• Life Transitions: Considerations to Ensure Your Financial Security
• Let’s Talk About Money and Investing for Female Professionals
• Making Sense of Retirement for Federal Employees
• Planning for a Child or Grandchild’s Education – Maximizing 529 Benefits
• Corporate and Individual Tax Planning under the New Tax Law
• Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
• Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
• Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals

Certified Nonprofit Accounting Professional Training

The Certified Nonprofit Accounting Professional (CNAP) program is sponsored by member firms of NonprofitCPAs, a national association of accounting firms that works with not-for-profit organizations. CNAP is a national training initiative developed to recognize excellence in the nonprofit industry through comprehensive qualifications, trainings, and examinations. CBM – Councilor, Buchanan & Mitchell P.C. is the only Washington, DC-area firm eligible to lead the CNAP training.

Click here to learn more about CBM’s CNAP trainings.

Tax and Financial Planning Presentations for Professional Services Organizations

Councilor, Buchanan & Mitchell, P.C. has hosted nearly 20 tax and financial planning seminars for professional service firms and similar institutions throughout the Washington, DC metropolitan region since 2017. Our tax and financial planning experts lead complimentary tax and financial planning seminars at organizations that represent a good match for our level of expertise. We stage 60- to 90-minute educational presentations during lunch or in the evening to share in-depth knowledge related to personal tax planning and financial planning. We schedule each event depending on what is most convenient for each group.

Click here to read more.

CBM Named an Approved Provider of Certified Association Executive Education Credit

Click here to read more about the American Society of Association Executives approval of CBM to offer professional education-based CAE credit.