Calibre CPA Group PLLC

12th Annual National Labor Union Conference

June 20, 2024 | 12:00 PM – 3:00 PM EST

Join us for our 12th Annual National Labor Union Conference, a must-attend event for professionals seeking the latest updates on financial practices affecting labor unions. Gain valuable insights on PAC reporting, auditing, tax updates, labor reporting, and cybersecurity best practices.

We are privileged to welcome Laurence E. Gold, Partner at Trister, Ross, Schadler & Gold, PLLC, as our guest speaker. He will explain how unions may navigate campaign finance and tax laws to achieve their political goals in the 2024 elections. Topics will include member and public political communications, federal and state contributions, best uses for different accounts, reporting and disclosure, and what activities entail the least compliance burdens.

This event also includes a dedicated Q&A session, providing a unique opportunity to engage directly with our experts, receive tailored advice, and deepen your understanding of critical financial issues.

“Each year, our National Labor Union Conference acts as a vital platform for empowering labor unions with the latest in accounting and financial strategies essential for their growth and stability. We are committed to enhancing the financial acumen of union leaders through thorough updates on auditing, compliance, and tax matters. At Calibre, our focus remains on delivering proactive and innovative accounting solutions that enable labor unions to confidently navigate today’s complex economic environment.”

– James E. Gomes, Managing Partner | Calibre CPA Group

Eligible for up to 3.0 Continuing Professional Education (CPE) credits.

Agenda

Welcome and Opening Remarks (12:00 pm - 12:10 pm)

Presented by: James E. Gomes, CPA | Managing Partner

James is the firm’s Managing Partner. He has been in public accounting since 1998 and brings years of invaluable experience and leadership within the firm. This position is a natural progression in his career, reflecting his expertise and alignment with the firm’s core values and strategic goals. James oversees the operations and strategic direction of the firm. His focus is also on supporting partners and staff, and ensuring clients receive the highest standard of service.

James  has significant experience with not-for-profit organizations including labor unions, trade and professional associations, charitable organizations, foundations, advocacy groups and employee benefit funds. James serves as the North American Chair of Morison Global, an association the firm is affiliated with. He also serves on Morison’s International Board of Directors.

Audit and Accounting Update (12:10 pm - 12:45 pm)

Presented by: Jesse C Sargent | Principal

Jesse is a Principal in the audit and accounting department of Calibre CPA Group. He has been in public accounting since 2010. Jesse has significant public accounting experience in the specialized field of tax-exempt organizations including nonprofits, charitable entities, trade and professional associations, labor unions, employee benefit plans, and others.  He is responsible for all aspects of client service and engagement management including engagement budgeting, supervision of staff personnel, preparation of financial statements, tax filings, and informational returns. In addition to his client responsibilities, Jesse frequently assists with on-boarding of new employees/interns and facilitates continuing training and education programs for staff auditors. He is also a member of the firm’s Audit and Accounting Committee and has been instrumental in development of Calibre’s Diversity, Equity, and Inclusion (DEI) initiatives.

2024 National Labor Union Report (12:45 pm - 1:05 pm)

Presented by: James C. Poulos, CPA | Partner

James is an Audit partner at Calibre CPA Group and has been in public accounting since 2011. James has a wealth of experience providing audit and accounting services for the employee benefit plan and tax-exempt community. He has concentrated his career on single and multiemployer benefit funds, labor unions, associations, foundations, charitable organizations, and other exempt entities. James is a specialist in the firm’s Employee Benefit Plan practice, with expertise in a wide variety of plans including defined benefit, defined contribution, 401(k), pension, health and welfare, annuity, and other funds.

Guest Speaker: Key Campaign Finance and Related Tax Laws for Unions During Election 2024

Presented by: Laurence E. Gold, Partner | Trister, Ross, Schadler & Gold, PLLC

Laurence is a partner at Trister, Ross, Schadler & Gold, PLLC. He principally represents labor, political, advocacy and charitable organizations, political services providers and activists so they can succeed in the political, legislative and policy arenas. Mr. Gold focuses on federal and state campaign finance, election, lobbying, tax, labor, ethics, and general nonprofit law.

Mr. Gold litigates cases, provides advice and counsel, prepares amicus curiae briefs, and conducts legal trainings for political, lobbying and accounting staff. He frequently helps new organizations get off the ground and then works closely with them in every legal aspect of their operations. Mr. Gold defends clients facing complaints, investigations and audits before the Federal Election Commission, state election agencies and the Internal Revenue Service. He also participates in their regulatory, advisory opinion and other proceedings.

Break (1:45 pm - 1:55 pm)

Cybersecurity Issues (1:55 pm - 2:25 pm)

Presented by: Brian M. Isenstein | Director of Information Technology

Brian is the Director of Information Technology at Calibre CPA Group, where he has played a key role in advancing the firm’s technology initiatives since 2005. Holding a Bachelor’s in Economics from the University of Wisconsin-Madison and a Master’s in Business Information Technology from DePaul University, Brian effectively merges his technical expertise with his business acumen. His dedication to implementing cutting-edge IT solutions has been pivotal in optimizing firm operations and driving technological progress. Currently, he manages all aspects of the firm’s security, software, and support.

Tax Update (2:25 pm - 2:45 pm)

Presented by: Kristin A. Jacqueline, CPA | Director

Kristin is a director in the tax department of Calibre CPA Group.  She has been in public accounting since 2007. Kristin has focused her career on audit procedures and regulatory tax requirements for labor unions, employee benefit funds, associations and not-for-profit organizations. In addition to working with other team members to establish and streamline processes and procedures in the firm’s programs, Kristin’s responsibilities include all tax aspects of engagement performance, including planning, supervising, and completing any necessary tax/informational returns. In addition, Kristin performs various other services for clients on an as needed basis.

Question and Answer Session (2:45 pm - 3:00 pm)

Registration

"*" indicates required fields

Name*
Event Registration*
This field is for validation purposes and should be left unchanged.

*This program is designed for financial personnel and accounting professionals for up to 3.0 credit of Continuing Professional Education (CPE) :

  • CPE Credit: up to 3.0 credits
  • Delivery Method: Group Internet Based
  • Program Level: Update
  • Advanced Preparation: N/A
  • Prerequisites: N/A

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.