Calibre CPA Group’s 2023 Employee Benefit Plan Virtual Conference offers comprehensive insights on critical topics impacting your organization. Our line-up features esteemed experts from within Calibre CPA Group and external specialists who bring together decades of invaluable experience.
This year, we’re privileged to welcome guest speaker Sharon Goodman, Principal at Slevin & Hart, P.C., as she unravels the nuances of the “SECURE Act 2.0.”
Benefit from collective decades of expertise in one power-packed conference. Our speakers have a rich history with trustees, administrators, and diverse service providers. They’re adept at navigating the complexities of federal compliance and have audited a wide array of funds and plans. Equip your organization with the latest in auditing, accounting, tax strategies, and a deep understanding of the SECURE Act 2.0. Plus, find answers to your pressing employee benefit plan concerns.
“In an industry where compliance with regulatory and financial requirements is so critical, we remain committed to furnishing our clients, their members, and plan participants with the most relevant updates on employee benefit plans. This annual conference is our pledge to provide plans with the tools they need to enhance their operations for the year ahead.”
– James C. Kokolas, CPA
Managing Partner
Our Conference is valid for up to 2.5 credits of Continuing Professional Education.
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*This program is designed for financial personnel and accounting professionals for up to 2.5 credits of Continuing Professional Education (CPE) :
Calibre CPA Group 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 the registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Refund Policy and Complaint Resolution: For more information on administrative policies regarding refunds or complaint resolutions, contact Calibre CPA Group at 202.331.9880.