Dec 12

8:30 am - 10:15 am

2019 Year-End Tax and Financial Planning Seminar (with a Market Overview of 2019)

Dec 18

9:05 am - 9:55 am

Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)

Jan 14

6:00 pm - 7:30 pm

Retirement Assets In Family Law Cases

Jan 21

6:00 pm - 7:30 pm

Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)

Feb 25

8:30 am - 10:00 am

Not-for-Profit Financial Reporting Standards Update

Mar 10

5:30 pm - 6:30 pm

CANCELLED – An Introduction to Sustainable Investing

Mar 24

8:30 am - 10:00 am

CANCELLED – Not-for-Profit Financial Reporting Standards Update (Second Presentation)

Apr 3

2:00 pm - 3:00 pm

(Virtual) Best Practices for Working Effectively From Home

Apr 7

11:00 am - 12:00 pm

(Virtual) The CARES Act, the SBA Paycheck Protection Program and Dealerships: How This Affects Your Business

Apr 9

10:30 am - 12:00 pm

(Virtual) The CARES Act and Not-for-Profit Organizations: What You Need to Know

Apr 10

11:00 am - 12:00 pm

(Virtual) The CARES Act and Virtual Accounting: Benefits of Outsourcing Your Accounting to CPAs

Apr 14

11:00 am - 12:00 pm

(Virtual) The Impact of the CARES Act and the SBA’s Paycheck Protection Program on Small Businesses and Independent Contractors

Apr 15

11:00 am - 1:00 pm

(Virtual) Professional Development Presentation – Margaret DeBoe Leadership Program

Apr 16

11:00 am - 12:00 pm

(Virtual) This Time is Different? Top Five Investment and Financial Planning Ideas

Apr 27

12:00 pm - 1:00 pm

(Virtual) Lemonade from Lemons: Financial Planning Ideas for Volatile Markets

Apr 30

8:30 am - 9:30 am

(Virtual) Nonprofit Section Meeting: Integration Building a Community of Inclusion

Apr 30

11:00 am - 12:00 pm

(Virtual) Q&A: The Small Business Administration, Relief Programs and Not-for-Profits in the COVID-19 Era

May 1

All day

(Virtual) 401K Best Practices Panel Session (at the GWSCPA Employee Benefit Plans Conference)

May 1

11:00 am - 12:00 pm

(Virtual) Q&A: The Small Business Administration, Relief Programs and Dealerships in the COVID-19 Era

May 5

11:00 am - 12:00 pm

(Virtual) Q&A: The Small Business Administration, Relief Programs and Small Businesses in the COVID-19 Era

May 14

10:00 am - 11:00 am

(Virtual) WANADA Presents: Dealerships and Paycheck Protection Program Loan Forgiveness – What You Need to Know

May 14

11:00 am - 12:00 pm

(Virtual) Remote Work & Cybersecurity: Protecting Yourself and Your Clients

May 19

9:00 am - 12:30 pm

(Virtual) Real-World Frauds Found in Not-for-Profits (Sponsored by The GWSCPA)

May 20

1:00 pm - 2:00 pm

(Virtual) What’s Next? Managing Risk in Uncertain Times: Top 3 Actions to Take Now

May 29

11:00 am - 12:00 pm

Navigating the SBA’s New PPP Loan Forgiveness Application and Construction/Real Estate

Jun 2

11:00 am - 12:00 pm

Navigating the SBA’s New PPP Loan Forgiveness Application and Professional Services

Jun 4

11:00 am - 12:00 pm

Navigating the SBA’s New PPP Loan Forgiveness Application and Not-for-Profits

Jun 9

11:00 am - 12:00 pm

Navigating the SBA’s New PPP Loan Forgiveness Application and Small Businesses

Jun 10

11:00 am - 12:00 pm

Navigating the SBA’s New PPP Loan Forgiveness Application and Dealerships

Jun 25

June 25, 2020 @ 11:30 am - June 26, 2020 @ 12:30 pm

(Virtual) Not-for-Profit Best Practices Roundtable (for Rainmaker Companies SuperConference)

Jun 30

11:00 am - 12:00 pm

Not-for-Profits: A Paycheck Protection Program Loan Forgiveness Update (Virtual)

Jun 30

2:00 pm - 3:00 pm

Small Businesses: A Paycheck Protection Program Loan Forgiveness Update (Virtual)

Jul 16

5:00 pm - 6:00 pm

(Virtual) What’s Next? Investment Update and Top Ideas in Turbulent Markets

Jul 23

11:00 am - 12:00 pm

What’s New With the Paycheck Protection Program?: What Clients Want You to Know

Jul 28

11:00 am - 12:00 pm

(Virtual) The Benefits of Remote Accounting for Small Business Success

Aug 10

12:00 pm - 1:00 pm

(Virtual) Anticipating Changes: What to Think About As Your Firm is Growing (1 of 2 for Upstream Academy’s Growing Strategically Series)

Aug 10

1:00 pm - 2:00 pm

(Repeat) What’s New With the Paycheck Protection Program?: What Clients Want You to Know

Aug 18

11:00 am - 12:00 pm

(Virtual) Dealerships and Paycheck Protection Program Loan Forgiveness: What Happens Next?

Aug 20

11:00 am - 12:00 pm

(Virtual) Not-for-Profits and Paycheck Protection Program Loan Forgiveness – What Happens Next?

Aug 21

12:00 pm - 1:00 pm

(Virtual) Anticipating Changes: What to Think About As Your Firm is Growing (2 of 2 for Upstream Academy’s Growing Strategically Series)

Aug 25

11:00 am - 12:00 pm

(Virtual) Emerging Businesses and Paycheck Protection Program Loan Forgiveness – What Happens Next?

Sep 10

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Financial Planning for Early Career-Stage Professionals

Sep 15

11:00 am - 12:00 pm

(Virtual) Adjusting to the Teleworking Environment: Tax and Employment Laws to Consider

Sep 17

12:00 pm - 1:00 pm

(Virtual) September 17 Market Update: Financial Considerations in Today’s Market

Oct 1

2:00 pm - 3:00 pm

(Virtual) The Benefits of Remote Accounting for Small Business Success (For the Hermes Expo International)

Oct 7

5:00 pm - 6:00 pm

(Virtual) Working During COVID-19 (for Collaborative Professionals of Northern Virginia)

Oct 8

11:00 am - 12:00 pm

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

Oct 13

11:00 am - 12:00 pm

(Virtual) Not-for-Profit Revenue Recognition Standards Review

Oct 13

7:00 pm - 9:30 pm

(Virtual) Separation Support Discussion (for the New Beginnings Organization)

Oct 22

11:00 am - 12:00 pm

(Virtual) The ABCs of Estate Planning: A Wise Way to Live

Oct 28

11:00 am - 12:00 pm

(Virtual) Retirement and Life Care Planning: Helping You Build the Path to a Peaceful Future

Nov 10

11:00 am - 12:00 pm

(Virtual) Outsourced Accounting Success for Your Not-for-Profit Association

Nov 17

11:00 am - 12:00 pm

(Virtual) Creating Financial Harmony: Living Together, Engaged & Newlyweds

Nov 19

12:00 pm - 1:00 pm

(Virtual) What’s Next? Investment Update and Top Year-End Financial Planning Ideas

Dec 8

1:00 pm - 2:00 pm

(Cancelled) Year-End Tax/Financial Planning for Professional Services Firms (with a 2020 Market Update)

Dec 9

9:00 am - 10:00 am

Year-End Tax/Financial Planning for Auto Dealerships with a 2020 Market Update

Dec 10

9:00 am - 10:00 am

Year-End Tax/Financial Planning for Businesses and Individuals with a 2020 Market Update

Dec 14

December 14, 2020 @ 1:00 pm - December 16, 2020 @ 6:00 pm

Greater Washington Society of CPAs’ Nonprofit Symposium

Dec 17

11:00 am - 12:00 pm

(Virtual) Looking to 2021 – Tax Law Changes Under a New Administration

Jan 19

11:00 am - 12:00 pm

(Virtual) Everything You Ever Wanted to Know About Social Security But Were Afraid to Ask – Maximizing Benefits and Avoiding Mistakes

Jan 22

11:00 am - 12:00 pm

(Virtual) How to Navigate LIFO Implications of Reduced Inventories

Jan 26

11:00 am - 12:00 pm

(Virtual) New Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for You

Feb 2

11:00 am - 12:00 pm

Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for Not-for-Profit Organizations

Feb 3

12:00 pm - 1:00 pm

(Virtual) Market Update: Investment Update and Financial Considerations for the New Year

Feb 9

11:00 am - 12:00 pm

(Virtual) How to Choose a Financial Advisor – Strategies To Help You Make the Best Choice Possible

Feb 23

12:00 pm - 1:00 pm

(Virtual) Medicare and Medicaid – What Should I Know Now and in the Future?

Mar 31

11:00 am - 12:00 pm

(Virtual) The Employee Retention Credit – How Qualifying Businesses Can Utilize Pandemic Relief Legislation

Apr 22

12:00 pm - 1:00 pm

(Virtual) Market Update: Q2 Investment Update and Financial Considerations

May 11

May 11, 2021 - May 12, 2021

(Virtual) GWSCPA Employee Benefit Plans Virtual Conference (Silver Sponsorship)

May 12

3:15 pm - 4:30 pm

(Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)

May 18

May 18, 2021 - May 20, 2021

(Virtual) 2021 Women’s Leadership Virtual Conference (Silver Sponsorship)

Jun 24

10:00 am - 11:00 am

Re-Imagining the Path to Partnership (for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance)

Jun 29

11:00 am - 12:15 pm

(Virtual) What to Know About the Biden Administration’s Proposed Tax Plan

Jul 22

11:00 am - 12:00 pm

(Virtual) Maximizing Social Security Benefits and Avoiding Mistakes

Jul 27

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Aug 10

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals

Sep 2

11:00 am - 12:00 pm

(Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?

Sep 14

8:00 am - 9:30 am

(Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals)

Sep 21

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals

Oct 21

12:00 pm - 1:00 pm

(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan

Nov 2

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

Nov 15

12:00 pm - 1:30 pm

Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference)

Nov 17

7:30 am - 8:00 am

Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

Nov 18

10:30 am - 11:20 am

Impact of the New Revenue Recognition Standards on Contributions, Grants and PPP Loan Forgiveness (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

Dec 5

2:00 pm - 3:30 pm

Better Mortgage Outcomes for Divorcing Clients and Tax Impacts of Divorce (for the Maryland Council of Dispute Resolution)

Dec 7

December 7, 2021 @ 11:00 am - December 10, 2021 @ 12:15 pm

(Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)

Dec 16

All day

Getting Your Finances Together for the End of the Year and Beyond (Taxes/Divorce)

Feb 9

6:00 pm - 8:00 pm

Forensic Work in Collaborative Cases (for the DC Academy of Collaborative Professionals)

Mar 7

12:00 pm - 1:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes (for the Bar Association of Montgomery County)

Apr 7

All day

Collaborative Divorce and Interdisciplinary Team Approach (with the American University Washington College of Law)

Apr 11

5:00 pm - 7:00 pm

The Divorce Option Program (with the Virginia Collaborative Professionals)

Apr 21

12:00 pm - 1:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 3

May 3, 2022 - May 4, 2022

2022 Employee Benefit Plans Conference (with the Greater Washington Society of CPAs)

May 24

May 24, 2022 @ 8:00 am - May 25, 2022 @ 5:00 pm

The Certified Nonprofit Accounting Professional (CNAP) Training

$650.00

Jun 6

All day

The WANADA Open (with the Washington Area New Automobile Dealers Association)

Jun 7

11:00 am - 12:00 pm

(Virtual) Starting Your Own Business? Learn Best Practices and Tax Saving Strategies

Jul 19

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Jul 21

11:00 am - 12:00 pm

(Virtual) Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals

Sep 20

All day

CBM Sponsors 2022 MADA Annual Golf Outing & Crab Feast

Sep 20

6:00 pm - 7:00 pm

(Virtual) Grow Your Net Worth: Starting Your Career on the Right Financial Foot

Sep 21

6:00 pm - 7:00 pm

If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process (with the Collaborative Professionals of Northern Virginia)

Sep 28

6:30 pm - 7:30 pm

(Virtual) Planning for College: Building A Sound Academic and Financial Strategy You Won’t Regret

Oct 18

October 18, 2022 - October 19, 2022

(Virtual) Certified Nonprofit Accounting Professional (CNAP) Training

Oct 25

11:00 am - 12:00 pm

FASB’s Topic 842: What the New Lease Accounting Standard Means for Your Organization

Oct 27

October 27, 2022 - October 30, 2022

23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)

Nov 9

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Nov 17

5:00 pm - 6:00 pm

(Virtual) Pre- and Post-Retirement Planning: Top Ideas and Considerations

Nov 29

8:30 am - 9:30 am

Year-End Tax Planning and Market Update

Dec 7

11:00 am - 12:00 pm

Year-End Tax Planning and Market Update

Dec 8

4:00 pm - 5:00 pm

Year-End Tax Planning and Market Update

Dec 13

All day

The Greater Washington Society of CPAs 2022 Nonprofit Symposium

Jan 10

11:00 am - 12:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes

Feb 3

All day

The Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)

Feb 9

11:00 am - 12:00 pm

Demystifying Medicare – What You Should Know Now and in the Future

Feb 16

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

Mar 9

All day

The Collaborative Law Process (for American University’s Washington College of Law)

Mar 9

11:00 am - 12:00 pm

Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)

Apr 20

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 2

11:00 am - 12:00 pm

The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond

May 16

May 16, 2023 - May 17, 2023

Certified Nonprofit Accounting Professional (CNAP) Training

May 24

12:00 pm - 1:00 pm

Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)

Jun 5

12:00 pm - 1:00 pm

Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid

Aug 3

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Canceled)

Aug 29

11:00 am - 12:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs)

Oct 17

October 17, 2023 @ 9:00 am - October 18, 2023 @ 4:00 pm

Certified Nonprofit Accounting Professional (CNAP) Program

$795

Nov 9

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Q4)

Nov 13

All day

2023 Virginia Collaborative Professionals Annual Conference

Nov 29

8:30 am - 9:30 am

Year-End Tax Planning and Market Update

Dec 5

11:00 am - 12:00 pm

Year-End Tax Planning and Market Update

Dec 12

8:00 am - 8:50 am

Investing for Impact: A Guide to Not-for-Profit Investment Policies (at the 2023 GWSCPA Nonprofit Symposium)

Jan 16

11:00 am - 12:00 pm

2024 Vision: Set Yourself Up for Financial Success this Year

Jan 25

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Q1)

Feb 13

11:00 am - 12:00 pm

Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of CPAs)

Apr 18

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 20

May 20 @ 9:00 am - May 21 @ 4:00 pm

Certified Nonprofit Accounting Professional (CNAP) Program

Jul 18

11:00 am - 12:00 pm

Quarterly Market Investment Update 2024 (Q2)

Aug 22

11:00 am - 12:00 pm

Maximizing Financial Strategies for Your Retirement (for the Greater Washington Society of CPAs)

Sep 19

10:45 am - 12:00 pm

Tax Issues in Divorce (at the Maryland Association of CPAs’ 55th Annual Chesapeake Tax Conference)

Oct 15

October 15 @ 8:00 am - October 16 @ 3:30 pm

Certified Nonprofit Accounting Professional (CNAP) Program