Christopher J. Ciminera, CPA, QKA is presenting Strafford's Webinar - Audits of Pooled Employer Plans (PEPs) Topic: Audits of Pooled Employer Plans (PEPs) Date: April 24, 2025 @ 1:00pm EDT This webinar will explain pooled employer plans (PEPs) for businesses and accountants considering implementing or recommending this new flexible retirement plan option. Our panel of … Continued
Jenni Fleck Jones and Emily Bowman will be stopping at Rowan University to enjoy an afternoon with the Accounting Society! Emily will share her career path and Jenni will give recruiting tips to the group. Learn more about our college/early talent programs.
Valerie C. Middlebrooks, CPA will be co-presenting at Financial House's Women's Wealth and Wellness Event. May 8, 2025 9:00 AM – 12:00 PM EST Organized by Financial House, this event is aimed to empower professional women with the knowledge and tools they need to thrive in every aspect of their financial lives. The mission is … Continued
Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA Spring National Virtual Conference. May 15, 2025 11:30 AM – 12:20 PM EST: Safeguarding & Optimizing Participant Data Managing participant data has become increasingly complex with the rise of auto-enrollment, Roth contributions, and evolving recordkeeping rules. This session will provide actionable insights on best practices … Continued
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference! AICPA & CIMA Engage 2025: Estate Planning for the 99% June 11, 2025 3:00 PM — 4:15 PM PDT 6:00 PM — 7:15 PM EDT This session will look at why estate planning is critical for the modest … Continued
Jenni Fleck Jones is moderating a discussion for AAM's next Diversity, Equity, & Inclusion Webinar. Navigating the Internal and External Challenges of DEI Communications The Diversity, Equity, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Cass Bailey, CEO of Slice Communications will host a discussion that will examine various … Continued
Maria T. Hurd, CPA, RPA will be presenting at the July Delaware SHRM Webinar Series! 401(k) and 403(b) Designated Roth Accounts: Soup to Nuts July 24, 2025 12:00 PM — 1:00 PM EDT Discover the evolution of Designated Roth Accounts, from Roth IRAs in 1997 to the "Rothification" trends under the SECURE 2.0 Act. This … Continued
Our College Recruiter, Jenni Fleck Jones, will discuss career tips and connect with students eager to enhance their networking skills and learn about different career opportunities. Additional Details can be found at GBC's Career Center.
Jenni Fleck Jones is going back to school where she will be acting as a startup advisor for students in Horn Entrepreneurship's Startup eXperience class. Students will be eager to share their startup business with advisors who will bring in external points of view! Want to learn more about a career at BLS? Visit our … Continued
Jenni Fleck Jones is working with teams through University of Delaware's BUAD 110 class. Students will work with various companies on a business prompt and create solutions. It's a wonderful … Continued