Calibre CPA Group

National Labor Union Conference 2019

Annual Update

June 28, 2019

About

Calibre CPA Group invites you to join us for our 8th Annual National Labor Union Conference on June 28th in the South American 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 Dr. John Lund, Former Director of the Department of Labor’s Office of Labor-Management Standards (OLMS). He will review relevant DOL policies, give an overview of the Compliance Audit Program (CAP) and discuss the International Compliance Audit Program (I-CAP).

Another conference highlight will be Andrew Moss’ presentation on fraud and cyber threats that your organization should guard against. He will share prevention best practices, common pitfalls/schemes and signs to look for.

In addition, experienced CPAs from Calibre CPA Group will present on this year’s can’t-miss accounting and auditing updates for labor unions, as well as hot topics in tax areas that impact labor unions. There will be time at the end to ask questions and receive answers from the experts. All attendees will receive a copy of Calibre CPA Group’s annual National Labor Union Report.

“Each year, our firm looks forward to the opportunity to connect with our labor union colleagues and share our expertise. As we navigate the ever-evolving world of accounting, we continue to refine our recommendations for financial planning and oversight. Your questions and ideas contribute to the industry’s body of knowledge and we are glad you can be part of the conversation.”

—James C. Kokolas, Managing Partner, Calibre CPA Group

Agenda

Annual Update

Capital Hilton—South American 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: DOL and I-CAP Program Review

  • Dr. John Lund, Former Director, Office of Labor-Management Standards (OLMS)
9:30AM - 10:15AM

Staying in Front for 2019: Making Sense of New Risks in Fraud and Cyber

  • Andrew Moss, Regional Director of Strategic Initiatives, Gallagher
10:15AM – 10:30AM

Break

10:30AM - 11:10AM

Labor Union Accounting and Auditing Update

  • Mary Margaret Prange, CPA, Partner, Calibre CPA Group
11:10AM - 11:40AM

Tax Hot Topics

  • Scott E. Hallberg, CPA, Senior Director, Calibre CPA Group
11:40AM - 12:15PM

Ask the Experts

  • Dr. John Lund, Former Director, Office of Labor-Management Standards (OLMS)
  • Scott E. Hallberg, CPA, Senior Director, Calibre CPA Group
  • James E. Gomes, CPA, Partner, Calibre CPA Group

Valid for 3.5 hours of CPE credit – *See below

Meet the Speakers

Scott E. Hallberg, CPA

Scott E. Hallberg, CPA

Senior Director

Dr. John Lund

Founder & Principal | Pacific Northwest Labor Research, LLC

Andrew Moss

Regional Director of Strategic Initiatives | Gallagher

Venue

Capital Hilton, Washington, DC

Capital Hilton—South American Room

Registration

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*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.