Christopher J. Ciminera, CPA, QKA is presenting Strafford's Webinar - Employee Benefit Plan Audit Peer Reviews Topic: Employee Benefit Plan Audit Peer Reviews Date: March 6, 2025 @ 1:00-2:50pm EDT Firms that audit employee benefit plans must pay careful attention to peer review preparation and anticipate the reviewer's concerns about handling participant data, investments, fees, contributions, and … Continued
Maria Hurd, CPA will be the Keynote Speaker at The Plan Sponsor University All Day Conference. The Plan Sponsor University will be held on March 11 from 8:00am-2:00pm at Villanova University. Keynote Timeframe: 10:05-10:50 Learn more from the TPSU website!
Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna High School. Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take … Continued
BLS CPAs is proud to be a stop on the Delaware Field Trip with Rowan University and Intern Delaware! Rowan College of Business students will participate in a corporate field trip around Delaware, visiting three prominent companies: CSC, M&T Bank, and Belfint Lyons & Shuman. This experience will give students valuable insight into the operations, … Continued
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