When

To be rescheduled

Presenter

 

 

Debora E. May 
CPA, CFP®, CDFA®
Partner


Councilor, Buchanan & Mitchell, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

WEBINAR: Employee Benefits and Executive Benefits: What Professional Services Firms Need to Know  

This webinar is no longer scheduled for October 14 and is in the process of being rescheduled. Further details will be available soon. Please contact jkovacs@cbmcpa.com with any questions.

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session

Executives and their human resources teams at professional services firms face several complex decisions related to employe benefits and executive benefits including retirement plan options, group disability insurance, long-term care insurance and a wide array of other options. How do you make the best choices for your team members, and how does the size of your practice impact your decision-making?

Join CBM Partner Debbie May on Thursday, October 14 as she highlights options and considerations available to management teams of professionals services firms. During an hour-long educational event, Debbie will bring her expertise to bear on the complex topic of employee and executive benefits to help you better understand how to navigate your options.

Where

This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.  

Instructional Delivery Method: Group Internet Based

Recommended CPE: Participating attendees are eligible for 1.0 hour of CPE credit.

Recommended Field of Study: Personnel / Human Resources (Non-Technical)

Prerequisites: An understanding of the benefits available to teams at professional services firms including those available to different levels of professionals.  

Advanced Preparation: None

Program Level: Overview

Refund Policy: This webinar is complimentary. No fee is required to participate.

Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.

Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angie Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.

Questions?
Please consider submitting your questions to the presenter during the registration process. 

Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.