Latest Past Events

2025 Year-End Tax Planning & Market Update

Microsoft Teams

Please join CBM and MBI for an informative webinar scheduled for Wednesday, December 10th at 11 am EST. As the year draws to a close, it’s crucial to take proactive steps to... Read more ›

Certified Nonprofit Accounting Professional (CNAP) Program

Microsoft Teams

Councilor, Buchanan & Mitchell’s (CBM) next Certified Nonprofit Accounting Professional (CNAP) program will be  hosted on October 28 - 29, 2025. CNAP is a two-day training and exam-based certificate program that provides... Read more ›

Quarterly Market Update and Important Considerations (Q4)

Microsoft Teams

The complimentary Quarterly Market and Investment Update webinar series is hosted by CBM’s fee-only wealth management subsidiary, May Barnhard Investments. Join Gregory M. Estes CFA, MBI Director & CIO, and Drew Culver CFP®, Client... Read more ›

Free