Calibre CPA Group

National Labor Union Conference 2018

Annual Update

June 20, 2018

About

Calibre CPA Group invites you to join us for our 7th Annual National Labor on June 20th in the Senate Room at the Capital Hilton in Washington, DC.

This year’s conference provides an annual update and will focus on current regulatory reporting and financial matters impacting labor unions.

Our keynote speaker will be Laurence Gold, Partner, Trister, Ross, Schadler & Gold, PLLC. He will be discussing what rules and regulations regarding Political Action Committee (PAC) reporting for labor unions.

Another conference highlight will be Art Budich’s presentation on fraud prevention techniques. He will share prevention best practices, common pitfalls/schemes and signs to look for. In addition, our Accounting and Financial Services team will walk attendees through an evaluation of financial software based on their firsthand experience and expertise.

We will also unveil key findings and takeaways from Calibre CPA Group’s annual National Labor Union Report. All attendees will receive a copy.

“As a firm that has worked with Labor Unions for more than 80 years, we are proud to continue our support and offer this forum for open discussion and sharing of ideas. The conference is specifically designed to provide attendees with both valuable insights and practical information to help in long and short-term planning and ongoing organizational strategies. We welcome you and your contribution to the conversation.”

—James Kokolas, Managing Partner, Calibre CPA Group

Agenda

Annual Update

Capital Hilton—Senate Room

7:45AM – 8:30AM

Registration & Breakfast

8:30AM – 8:40AM

Welcome & Opening Remarks  

  • James C. Kokolas, CPA, Managing Partner, Calibre CPA Group
8:40AM – 9:30AM

Keynote Address: PAC Reporting

  • Laurence E. Gold, Partner, Trister, Ross, Schadler & Gold, PLLC
9:30AM - 10:00AM

Calibre CPA Group Annual Labor Report Update

  • Glenn M. Eyrich, CPA, Partner, Calibre CPA Group
  • James A. Poulos, CPA, Manager, Calibre CPA Group
10:00AM – 10:20AM

Break

10:20AM - 11:00AM

Labor Union Accounting Update

  • Steven C. Darr, CPA, CMA, Partner, Calibre CPA Group
11:00AM - 11:30AM

Fraud Prevention Techniques

  • Arthur E. Budich, CPA, CFE, Partner, Calibre CPA Group
11:30AM - 12:00PM

Evaluation of Financial Software for Labor Organizations

  • Karen A. Roche, CPA, Partner, Calibre CPA Group
  • Justin L. Rogers, Manager, Calibre CPA Group

Valid for 3.5 hours of CPE credit – *See below

Meet the Speakers

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Venue

Capital Hilton, Washington, DC

Capital Hilton—Senate Room

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Registration

Form

*This program is designed for Labor Union Officials/Employees, Business Managers, Controllers, Chief Financial Officers, Accounting Managers, and accounting professionals for 3.5 hours of Continuing Professional Education (CPE) credits:

CPE Credit: 3.5 hours | Delivery Method: Group | 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.