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13th Annual National Labor Union Conference

June 16, 2025 | 12:00 PM – 3:00 PM EST

Join us for our Calibre’s 13th Annual National Labor Union Conference­­­­ an essential event for labor union professionals looking to stay informed on the latest developments in financial compliance, reporting, and risk management.

This year’s agenda includes timely insights on DOL audits, labor reporting, tax updates, and cybersecurity strategies tailored for unions.

We’re honored to welcome Michael Kelley, Vice President, Information Security Officer on the Truist Corporate Cyber Security Team, as our keynote speaker. He will discuss actionable steps unions can take to defend against sophisticated cyber threats—what to look out for and how to respond.

The program also features a live Q&A session, offering a valuable chance to engage with our experts, get personalized guidance, and explore key challenges facing today’s labor organizations.

“As the landscape continues to evolve, it’s more important than ever for labor unions to have access to timely, expert guidance—especially in areas like cybersecurity, regulatory compliance, and financial reporting. Our National Labor Union Conference provides a space for collaboration, insight, and strategic thinking. At Calibre, we’re proud to stand alongside union leaders, offering the tools and knowledge they need to protect and strengthen their organizations.”

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

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

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 - 12:35 pm)

Presented by: Mary Margaret Prange, CPA | Partner

Mary Margaret Prange, CPA, is an Audit partner with Calibre CPA Group. She has been in public accounting since 2001. Mary Margaret has significant audit experience with not-for-profit organizations including trade and professional associations, charitable foundations, advocacy groups, faith-based organizations, employee benefit plans and labor unions. She is the head of the firm’s Continuing Education Committee and is responsible for planning, developing and delivering a majority of the firm’s internal Continuing Professional Education (CPE) programs each year in coordination with the firms Director, Training and Development. She is also responsible for developing and administering the firm’s summer externship and internship programming each year.

2025 National Labor Union Report (12:35 pm - 12:55 pm)

Presented by: James A. 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.

DOL Audits – How Unions Can Be Prepared for Anything (12:55 pm - 1:25 pm)

Presented by: Glenn M. Eyrich, CPA | Partner

Glenn M. Eyrich, CPA, is an Audit Partner at Calibre CPA Group and has been in the public accounting profession since 1990. Glenn specializes in tax-exempt organizations including labor organizations and their related multiemployer benefit funds, trade associations, and other not-for-profit entities. He has managed hundreds of plan engagements with several over $1billion in assets. He has directed significant management and consulting engagements which have included operational reviews, performance audits (economy, efficiency and program) and internal control reviews. Glenn is a member of the firm’s Management and Compensation Committees and also leads the firm’s marketing initiatives.

Break (1:25 pm - 1:35 pm)

Guest Speaker: Protecting Against Advanced Cyber Threats (1:35 pm - 2:05 pm)

Presented by: Michael Kelley, Vice President and Information Security Officer/Corporate Cyber Security | Truist Financial Corporation

Mike Kelley is VP and Information Security Officer for Truist Financial Corporation on the Corporate Cyber Security team. With more than 25 years of experience in the Financial Services industry, Mike has served in a variety of roles including Client Security Authentication Manager, Treasury Management Consultant and Information Security Officer. Mike is a liaison to the corporate lines of business responsible for aligning security initiatives while ensuring information assets and technologies are protected. This includes working with the business units to solve complex challenges related to vulnerability management, cyber threat intel, governance risk and compliance, data loss protection, identity access management and security awareness. Mike has also helped to educate clients on best practices to mitigate risks through a variety of conferences, podcasts and webinars.

Passionate about helping and inspiring others, Mike is President of the FBI Baltimore Citizens Academy Alumni Association which is designed to promote a safer community through community engagement, education and outreach with particular emphasis on the mission of the FBI. Mike also served on a Financial Cyber Steering Committee with InfraGard, which is a non-profit organization serving as a public-private partnership with the FBI.

Tax Update (2:05 pm - 2:25 pm)

Presented by: Erin Gray Cranmer, CPA | Senior Manager

Erin Gray Cranmer, CPA, is a senior manager in the tax department of Calibre CPA Group.  She has been in public accounting since 2011. Erin began her career initially working for a Big Four accounting firm in their private client advisory practice, performing tax planning for high-net-worth individuals.  In 2013, she was employed by Calibre CPA Group and found she is passionate about working to meet the needs of the tax-exempt organizations that are serving our community. Erin is considered an authority in our firm for tax matters relating to this sector of our client base.

Question and Answer Session (2:25 pm - 2:45 pm)

Registration

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*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.