Tag: GWSCPA

Councilor, Buchanan & Mitchell (CBM) is proud to serve as a bronze sponsor at the 2023 Greater Washington Society of CPAs Nonprofit Symposium, which will combine web-based education and an in-person component from October 3 through December 12. CBM has sponsored, presented and exhibited at the symposium for many years. Members of the firm’s not-for-profit professional services team look forward to participating in this year’s symposium and attending in-person sessions at the Washington DC Convention Center on Tuesday, December 12…. Read more ›

Julia Lafferty, partner at Councilor, Buchanan & Mitchell, and a director of employee benefit plan and not-for-profit services, will serve as a panelist at the 2023 Greater Washington Society of CPAs (GWSCPA) Employee Benefit Plans Conference. The “Ask the Experts” panel, which will run on Wednesday, May 3 from 3:15 to 4:30 pm EST, will feature Lafferty and two other panelists for the second consecutive year; this will also be her second consecutive year serving as conference co-chair. In addition… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a bronze sponsor at the 2022 Greater Washington Society of CPAs Nonprofit Symposium. The symposium, which includes weekly virtual professional education sessions from early October through mid-December and an in-person component on Tuesday, December 13 at the Washington, DC Convention Center, draws hundreds of not-for-profit representatives and service providers each year from across the DC metropolitan community. CBM has been a long-term sponsor, exhibitor and presenter at the Greater Washington Society of… Read more ›

The Greater Washington Society of CPAs has published “Availability and Liquidity Disclosure”, an article by Bhavin Patel, CPA, senior accountant at Councilor, Buchanan & Mitchell, to highlight one key determinant about the health of a not-for-profit organization. The article was published on GWSCPA’s Nonprofit Accounting Basics website, which provides current, up-to-date financial information for not-for-profit organizations. This is the first of two related articles by Patel; the second will be published in the near future. Patel also participates on GWSCPA’s… Read more ›

PDF: CBM Partner Julia Lafferty Elected to the Greater Washington Society of CPAs Executive Committee Julia Lafferty, CPA, a partner at Councilor, Buchanan & Mitchell and a director of the firm’s not-for-profit and employee benefit plan services groups, has been elected to the executive committee of the Greater Washington Society of CPAs (GWSCPA) effective July 1, 2022. This five-year commitment will incorporate several progressive leadership roles including annual service as secretary, treasurer, vice president/president-elect, president and immediate past president. During… Read more ›

PDF: Councilor, Buchanan & Mitchell Manager Amanda McWilliams Graduates from GWSCPA Margaret DeBoe Leadership Program  Amanda McWilliams, CPA, a manager of tax and client advisory and accounting services (CAAS) at Councilor, Buchanan & Mitchell, was recognized as a graduate of the Greater Washington Society of CPAs’ Margaret DeBoe Leadership Program at GWSCPA’s annual meeting on Wednesday, June 8. The program, founded in 2016 to recognize GWSCPA’s first woman president, provides in-depth educational programming and peer networking with other CPA firm… Read more ›

Councilor, Buchanan & Mitchell (CBM) is proud to serve as a gold sponsor of the 2022 Greater Washington Society of CPAs Women’s Leadership Conference at the Towers Crescent Conference Center in Vienna, VA. This event, to be held on Thursday, May 19, provides networking and professional development opportunities for women throughout the Washington, DC metropolitan region. Through the firm’s internal diversity and inclusion group, Diversity – Professional Accountants and Advisors Transforming the Horizon (D-PATH), CBM has been involved for several… Read more ›