• The Plan Sponsor University – Keynote Presentation

    Villanova University West Campus - Garey Hall Room 10A, Villanova, Pennsylvania

    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. … Continued

  • Smyrna High School College & Career Fair

    Smyrna High School Duck Creek Parkway 500, Smyrna, Delaware, United States

    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

    Rowan University | Intern Delaware Corporate Field Trip

    Belfint, Lyons & Shuman, CPAs 1011 Centre Road, Suite 310, Wilmington, DE, United States

    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

    Strafford: Audits of Pooled Employer Plans (PEPs)

    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

    Rowan University | Accounting Society Presentation

    Rowan University 201 Mullica Hill Road, Glassboro, NJ, United States

    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.  

  • Women’s Wealth and Wellness

    Blue Ball Barn West Park Drive 1914, Wilmington, Delaware, United States

    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 … Continued

    ASPPA Spring National Virtual 2025: Safeguarding & Optimizing Participant Data

    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

  • 401(k) and 403(b) Designated Roth Accounts: Soup to Nuts

    Webinar DE, United States

    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