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DTSTART;TZID=America/New_York:20250617T140000
DTEND;TZID=America/New_York:20250617T150000
DTSTAMP:20260403T155719
CREATED:20250721T143746Z
LAST-MODIFIED:20250721T143746Z
UID:10000451-1750168800-1750172400@www.belfint.com
SUMMARY:Association for Accounting Marketing - Navigating the Internal and External Challenges of DEI Communications
DESCRIPTION:Jenni Fleck Jones is moderating a discussion for AAM’s next Diversity\, Equity\, & Inclusion Webinar.  \nNavigating the Internal and External Challenges of DEI Communications  \nThe 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 approaches\, best practices\, and case studies to provide participants with actionable insights applicable to their present and future work. \n\nCassandra Bailey\, Founder and CEO\, Slice Communications (SME)\nJenni Fleck Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman (Moderator)
URL:https://www.belfint.com/event/aam-dei-communications/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/01/AAM.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250724T120000
DTEND;TZID=America/New_York:20250724T130000
DTSTAMP:20260403T155719
CREATED:20250708T182827Z
LAST-MODIFIED:20250708T182827Z
UID:10000449-1753358400-1753362000@www.belfint.com
SUMMARY:401(k) and 403(b) Designated Roth Accounts: Soup to Nuts
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be presenting at the July Delaware SHRM Webinar Series! \n401(k) and 403(b) Designated Roth Accounts: Soup to Nuts \n\n\nJuly 24\, 2025 \n\n\n\n\n12:00 PM — 1:00 PM EDT \n\n\nDiscover the evolution of Designated Roth Accounts\, from Roth IRAs in 1997 to the “Rothification” trends under the SECURE 2.0 Act. This webcast covers the fundamentals of Roth accounts\, contributions limits\, and regulatory challenges that will become effective in 2026. \nGain insight into addressing these challenges like discrimination testing\, catch-up limits\, and compliance with changing tax regulations.
URL:https://www.belfint.com/event/designated-roth-accounts-delware-shrm-webinar/
LOCATION:Webinar\, DE\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/07/DE-SHRM-July-Webinar-Maria-Hurd.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250918T091500
DTEND;TZID=America/New_York:20250918T104500
DTSTAMP:20260403T155719
CREATED:20250917T132324Z
LAST-MODIFIED:20250917T132324Z
UID:10000477-1758186900-1758192300@www.belfint.com
SUMMARY:Goldey-Beacom College Networking Event with Accounting\, Finance\, and Business Administration Majors
DESCRIPTION: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. \nAdditional Details can be found at GBC’s Career Center.
URL:https://www.belfint.com/event/goldey-beacom-college-networking-2025/
LOCATION:4701 limestone road Wilmington DE 19808\, 4701 Limestone Road\, Wilmington\, DE\, 19808\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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GEO:39.7414712;-75.6896698
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T150000
DTEND;TZID=America/New_York:20251008T173000
DTSTAMP:20260403T155719
CREATED:20251007T172726Z
LAST-MODIFIED:20251007T172726Z
UID:10000483-1759935600-1759944600@www.belfint.com
SUMMARY:University of Delaware Horn Entrepreneurship Startup eXperience
DESCRIPTION: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! \nWant to learn more about a career at BLS? Visit our College Students webpage.  \nTo learn more about University of Delaware’s Horn Entrepreneurship\, visit their website.  \n  \n 
URL:https://www.belfint.com/event/ud-horn-entrepreneurship-startup-experience/
LOCATION:Venture Development Center\, 132 E. Delaware Ave.\, Newark\, Delaware\, 19711
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/10/getoknowhorn.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T080000
DTEND;TZID=America/New_York:20251015T100000
DTSTAMP:20260403T155719
CREATED:20251014T140213Z
LAST-MODIFIED:20251014T140213Z
UID:10000484-1760515200-1760522400@www.belfint.com
SUMMARY:University of Delaware BUAD110 Project
DESCRIPTION: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 example of experiential learning at UD! \nWant to learn more about a career at BLS? Visit our College Students webpage.  \nTo learn more about University of Delaware Lerner School of Business\, visit their website. \n  \n 
URL:https://www.belfint.com/event/ud-buad-110-2025/
LOCATION:University of Delaware – Purnell Hall\, 118 Purnell Hall\, Newark\, DE\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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GEO:39.68054;-75.7552583
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T173000
DTEND;TZID=America/New_York:20251015T190000
DTSTAMP:20260403T155719
CREATED:20250924T134849Z
LAST-MODIFIED:20250924T135031Z
UID:10000479-1760549400-1760554800@www.belfint.com
SUMMARY:University of Delaware Small Accounting Firm Speed Networking
DESCRIPTION:Want to know more about local accounting firms outside the ‘Big 4’? University of Delaware Students are invited to attend the Small Accounting Firms Speed Networking event as part of ACCT 201 to hear from employees of local mid-size accounting firms. \nWant to learn more about a career at BLS? Visit our College Students webpage.  \n  \n 
URL:https://www.belfint.com/event/ud-small-firms-panel-2025/
LOCATION:University of Delaware – Lerner Hall\, Alfred Street\, Newark\, Delaware\, 19716\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251028T081500
DTEND;TZID=America/New_York:20251028T090500
DTSTAMP:20260403T155719
CREATED:20250930T164814Z
LAST-MODIFIED:20250930T165056Z
UID:10000480-1761639300-1761642300@www.belfint.com
SUMMARY:ASPPA Annual Growth Summit: An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be co-presenting at ASPPA’s Annual TPA Growth Summit.  \nOctober 28\, 2025 \n8:15 AM – 9:05 PM EST \n11:15 AM – 12:05 PM PDT \nAn Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings? \n\nThis session focuses on navigating the complexities of retirement plan audits\, with a special emphasis on the implications of SECURE 2.0. It will delve into common plan design and transactional challenges that can lead to audit complications\, offering practical insights and strategies to mitigate potential issues in light of the latest legislative updates. Learning Objectives: Identify potential audit issues related to automatic enrollment and high employee turnover; Develop strategies for managing mid-year changes in service providers with minimal disruption; Implement best practices for record-keeping and historical data management when terminating service providers; Understand the audit implications of plan termination dates and apply effective solutions; Correcting compensation errors clearly and accurately\, ensuring compliance and minimizing risks.\n\n\n\nSpeakers \n\nMaria T. Hurd\, CPA\, RPA\, Director-Retirement Plan Audit Services\, Belfint Lyons & Shuman\, PA\nMolly Wessler\, QPA™\, QKA®\, Plan Administration Manager\, Leading Retirement Solutions\nFacilitator: Julie Altig\, CPC™\, QPA™\, Owner/Partner\, Atlantic Pension Services\, Inc.\n\n\nASPPA Annual TPA Growth Summit\nOctober 25 – 29\nSan Diego\, CA \nASPPA Annual shapes the retirement plan landscape through innovation\, education\, and leadership. At this conference\, you don’t just ride the waves of change: you create them. Equip yourself with the knowledge\, connections\, and skills that will define tomorrow’s retirement solutions. Together\, we’ll harness the momentum that moves our profession forward.
URL:https://www.belfint.com/event/asppa-annual-2025-audit-findings/
LOCATION:Manchester Grand Hyatt\, One Market Place\, San Diego\, California\, 92101
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/09/ASPPA-Annual-Conference-2025.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T080000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260403T155719
CREATED:20250930T165451Z
LAST-MODIFIED:20250930T165609Z
UID:10000481-1762416000-1762437600@www.belfint.com
SUMMARY:The Plan Sponsor University - How to Prevent and Detect Operational Mistakes in Your Retirement Plan
DESCRIPTION:Maria Hurd\, CPA will be presenting at The Plan Sponsor University All Day Conference.  \nHow to Prevent and Detect Operational Mistakes in Your Retirement Plan \nThe Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University. \nLearn more from the TPSU website!
URL:https://www.belfint.com/event/tpsu-november-2025/
LOCATION:Villanova University\, West Campus - Garey Hall Room 10A\, Villanova\, Pennsylvania\, 19085
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/04/TPSU.png
GEO:40.0395676;-75.339487
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Villanova University West Campus - Garey Hall Room 10A Villanova Pennsylvania 19085;X-APPLE-RADIUS=500;X-TITLE=West Campus - Garey Hall Room 10A:geo:-75.339487,40.0395676
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T173000
DTEND;TZID=America/New_York:20251106T190000
DTSTAMP:20260403T155719
CREATED:20250807T181322Z
LAST-MODIFIED:20250807T182622Z
UID:10000458-1762450200-1762455600@www.belfint.com
SUMMARY:West Chester University - Beta Alpha Psi Small Firms Night
DESCRIPTION:BLS CPAs will be attending West Chester University – Beta Alpha Psi’s Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante\, Staff II Accountant will be a panelist and Jenni Fleck Jones\, College Recruiter will be available to answer questions. \nWCU Students – be sure to talk with us about our College Programs.
URL:https://www.belfint.com/event/wcu-beta-alpha-psi-small-firms-night-2025/
LOCATION:West Chester University – Business and Public Management\, 50 Sharpless Street\, Room 212\, West Chester\, PA\, United States
CATEGORIES:BLS Exhibiting,BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2024/11/BAP-WCU.jpg
GEO:39.954151;-75.6004724
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T113000
DTEND;TZID=America/New_York:20251203T130000
DTSTAMP:20260403T155719
CREATED:20251021T141105Z
LAST-MODIFIED:20251021T141105Z
UID:10000485-1764761400-1764766800@www.belfint.com
SUMMARY:Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits
DESCRIPTION:Jon Moll\, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits.\nIn this workshop\, Jonathan D. Moll\, (Director of Accounting and Auditing at Belfint\, Lyons\, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets and cash flow statements\, developing budgets aligned with mission goals\, and presenting financial information to boards and funders with confidence.\n\nBuild your confidence in reading and interpreting nonprofit financial statements.\nDevelop more accurate\, mission-driven budgets.\nLearn strategies for financial storytelling to engage boards and donors.\n\nLearn more here: DANA’s Workshop Webpage  \nLearn more about BLS CPA’s Nonprofit Practice Group.
URL:https://www.belfint.com/event/financial-management-for-nonprofits/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/10/DANA-2025.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T130000
DTEND;TZID=America/New_York:20251204T141500
DTSTAMP:20260403T155719
CREATED:20251021T143640Z
LAST-MODIFIED:20251021T143640Z
UID:10000486-1764853200-1764857700@www.belfint.com
SUMMARY:AICPA & CIMA Employee Benefit Plan Conference - You Have an ERROR Now What?
DESCRIPTION:Christopher J. Ciminera\, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4\, 2025 from 1:00pm – 2:15pm! \nAICPA & CIMA Employee Benefit Plans Conference \nDecember 4\, 2025 \nChris’s session: You Have an ERROR Now What? – Understanding the Impact of 401K Corrections
URL:https://www.belfint.com/event/aicpa-cima-employee-benefit-plan-conference-2025/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2022/05/Screen-Shot-2022-05-04-at-1.50.26-PM.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251217T130000
DTEND;TZID=America/New_York:20251217T143000
DTSTAMP:20260403T155719
CREATED:20251203T142140Z
LAST-MODIFIED:20251203T142727Z
UID:10000487-1765976400-1765981800@www.belfint.com
SUMMARY:Secure 2.0 Catch-Up Requirements Webinar
DESCRIPTION:Summit Group Retirement Planners\, Inc. has invited Maria T. Hurd\, CPA\, RPA to present on the very timely topic of Catch-Up Requirements! \nThe Secure 2.0 catch-up contribution regulations become effective January 1\, 2026. While many sponsors have spent 2025 preparing\, the upcoming deadline warrants a final\, focused review to ensure all processes are fully aligned. \nREGISTER HERE \nWebinar Details \nTopic: Secure 2.0 Catch-Up Requirements \nTitle: Catch the Catch-Up Regulations Before They Catch You Off Guard \nDate: Wednesday\, December 17\, 2025 \nTime: 1:00pm ET \nThe session will cover: \n\nRegulatory changes effective 1/1/2026\nRoth treatment for catch-up contributions where applicable\nImplications for payroll coordination and plan administration\nFinal readiness recommendations to confirm full compliance\n\nWe encourage you to attend to validate your approach and avoid any year-end surprises! \nREGISTER HERE
URL:https://www.belfint.com/event/catch-up-requirements-webinar/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/12/Summit-Group-Retirement-Planners.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260126T130000
DTEND;TZID=America/New_York:20260126T140000
DTSTAMP:20260403T155719
CREATED:20260121T145801Z
LAST-MODIFIED:20260121T145801Z
UID:10000499-1769432400-1769436000@www.belfint.com
SUMMARY:LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps
DESCRIPTION:Summit Group Retirement Planners\, Inc. has invited Maria T. Hurd\, CPA\, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps. \nREGISTER HERE \nWebinar Details \nTopic: LTPT Eligibility Under SECURE Act\nTitle: LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps\nDate: Monday\, January 26\, 2026\nTime: 1:00pm ET \nThe session will cover: \n\nThe definition of which employees qualify under the LTPT definition\nWalk through the dates and counting periods you need to understand\nPractical actions to update payroll coordination\, enrollment steps\, and investment committee processes\n\nWe encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team. \nREGISTER HERE
URL:https://www.belfint.com/event/ltpt-eligibility-webinar/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/12/Summit-Group-Retirement-Planners.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260423T130000
DTEND;TZID=America/New_York:20260423T150000
DTSTAMP:20260403T155719
CREATED:20260130T200945Z
LAST-MODIFIED:20260130T200945Z
UID:10000502-1776949200-1776956400@www.belfint.com
SUMMARY:Barbri: Preparing Forms 5500\, 5500-SF\, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
DESCRIPTION:Lily DeLaura is presenting Barbri’s Webinar – Preparing Forms 5500\, 5500-SF\, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. \nTopic: This course will explain what plans are required to file Forms 5500\, 5500-SF\, and 5500-EZ\, how to prepare these required information returns and related schedules\, and the most recent changes to these forms. \nDate: April 23\, 2026 @ 1:00-2:50pm EDT \nForms 5500\, 5500-SF\, and 5500-EZ satisfy the annual reporting requirements of the IRS\, DOL\, and PBGC. This series of forms provides these federal agencies with information about an employer’s benefit plans. Form 5500 generally must be filed by large employer plans (those that cover 100 participants or more at the beginning of the year). Form 5500-SF may generally be filed by small employer plans (those that cover less than 100 participants at the beginning of the plan year. Form 5500-EZ is generally filed for one-participant plans\, which means the plan covers the owner (and spouse)\, one or more partners in a partnership\, and does not provide benefits for anyone except an owner\, spouse\, or one or more partners. \nAccurate reporting on these forms is important because the IRS and DOL monitor the forms and certain details may trigger an IRS audit or DOL investigation. Completing these forms completely and accurately and filing these forms timely is extremely important. The SECURE Act increased the penalty for late filing a Form 5500. \n• The IRS penalty for late filing of a 5500-series return has increased 10-fold to $250 per day\, up to a maximum of $150\,000. \n• The DOL penalty for late filing can run up to $2\,739 per day\, with no maximum. \nTax advisers working with employers maintaining employer benefit plans must understand the due dates\, filing requirements\, and how to complete these returns properly. \n\nFor more information\, visit Barbri‘s Website.
URL:https://www.belfint.com/event/barbri-benefit-plan-form-5500/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2026/01/barbri_inc__logo.jpg
END:VEVENT
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