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

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1150 18th Street NW, Suite 550
Washington, D.C. 20036
https://www.cbmcpa.com/

January 2019

How to Control Your Retirement Destiny

January 16, 2019 @ 5:00 pm - 7:00 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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CBM has scheduled a complimentary professional education event at the firm’s Washington, DC office to help professionals understand how to navigate those areas of financial planning that can lead to a successful long-term approach to retirement. Please join us the evening of Wednesday, January 16, from 5 to 7 p.m, as Executive Vice President Patricia Drolet and Senior Financial Advisor Wendy Moyers address the following topics. Establishing Priorities Financial Independence Career Goals and earning power Saving for College Saving for…

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February 2019

Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals (Sold Out)

February 13, 2019 @ 5:30 pm - 7:30 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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Not-for-Profit Financial Reporting Standards Update (sold out)

February 21, 2019 @ 8:00 am - 10:00 am Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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March 2019

Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals

March 14, 2019 @ 5:30 pm - 7:30 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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Not-for-Profit Financial Reporting Standards Update

March 27, 2019 @ 8:00 am - 10:00 am Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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Grow Your Net Worth for Female Professionals: Starting Your Financial Journey

March 28, 2019 @ 12:00 pm - 1:00 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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Every professional has financial decisions to make to ensure they have a strong footing for the future. Female professionals, especially younger professionals just beginning their careers, have specific areas of concern. CBM Senior Financial Advisor Wendy Moyers, who has 24 years of experience helping women with financial planning and personal finance concerns, will lead a presentation over lunch to share in-depth insights and financial considerations. Before coming to CBM, Wendy owned her own consulting firm. Wendy Moyers, CFP®, CDFA® Among the…

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April 2019

Not-for-Profit Financial Reporting Standards Update

April 25, 2019 @ 8:00 am - 10:00 am Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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July 2019

Let’s Talk About Money and Investing for Female Professionals (sponsored by CBM D-PATH)

July 18, 2019 @ 12:00 pm - 1:00 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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…

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September 2019

Certified Nonprofit Accounting Professional (CNAP) Training Program

September 16, 2019 @ 9:00 am - September 17, 2019 @ 4:00 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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$650

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…

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October 2019

Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)

October 29, 2019 @ 12:00 pm - 1:00 pm Eastern
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation in the afternoon of Tuesday, October 29 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that…

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