CBM – Councilor, Buchanan & Mitchell P.C – DC Office

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life...now and for miles in the future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of how…

This presentation is now at capacity and registration has been closed. In the event you wish to be informed when CBM schedules a second presentation on not-for-profit financial reporting standards, please email Joe Kovacs by clicking here.  Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, will present an update on not-for-profit financial reporting standards. The presentation will be held at CBM's Washington, DC office at 1150 18th Street, NW, Suite 550 from 8 to 10 am on…

You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it's never a bad time to re-evaluate those decisions to determine whether they will continue to serve your long-term financial goals. Join CBM Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a presentation intended to help mid-career level professionals better understand the opportunities available to them to keep their net worth growing…

Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, will present an update on not-for-profit financial reporting standards. The presentation will be held at CBM's Washington, DC office at 1150 18th Street, NW, Suite 550 from 8 to 10 am on Wednesday, March 27th. Register via the form below. Among the standards Dan plans to address are: ASU 2018-08 ("Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made") ASU 2016-14 ("Presentation of Financial Statements of…

Due to ongoing demand, this presentation will be similar to events hosted by CBM on February 21 and March 27.  Register now to reserve your spot. Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, will present an update on not-for-profit financial reporting standards. The presentation will be held at CBM's Washington, DC office at 1150 18th Street, NW, Suite 550 from 8 to 10 am on Thursday, April 25th. Register via the form below. Among the standards…

Women face many obstacles to overcome during our lifetimes: the wage gap, the career gap, and the investment gap. The good news is that investing and managing your portfolio is gender-neutral. Everyone can overcome the investment gap by learning how to save and invest. Female professionals are invited to attend an hour-long lunchtime presentation in CBM's Washington, D.C. office on Thursday, July 18, to learn how investing can help build a stronger financial foundation. CBM Senior Financial Advisor Wendy Moyers…

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit clients throughout the country, to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training, and runs programs in the spring and fall. The two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous…