National Labor Union Conference
June 17, 2021
About
This year’s conference provides an annual update and will focus on current regulatory reporting and financial matters impacting labor unions.
Our guest speaker, Thomas J. DeMayo, CISSP CISA CIPP/US, Principal of PKF O’Connor Davies, LLP, will discuss cyber threats that organizations should guard against. He will share prevention best practices, signs to be on the lookout for, and common pitfalls/schemes.
Additionally, some of Calibre’s experienced professionals will discuss this year’s need to know accounting and auditing updates, as well as hot topics in tax areas that impact labor unions. Finally, there will be a Q&A opportunity for our experts to answer your questions following the conference.
This year’s conference is valid for up to 3.0 credits of Continuing Professional Education.
“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 financial planning and oversight recommendations. 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
Welcome & Opening Remarks
- James C. Kokolas, CPA, Managing Partner | Calibre CPA Group
Labor Union Accounting and Auditing Update
- Mary Margaret Prange, CPA, Partner | Calibre CPA Group
2021 National Labor Union Report Overview and Best Practices
- Glenn M. Eyrich, CPA, Partner | Calibre CPA Group
- James A. Poulos, CPA, Senior Manager | Calibre CPA Group
Break
Cybersecurity for Labor Unions and Employee Benefit Plans
- Thomas J. DeMayo, CISSP CISA CIPP/US, Principal | PKF O’Connor Davies, LLP
2021 Tax Update
- Jeffrey W. Lewis, CPA, CFE, Partner | Calibre CPA Group
Valid for up to 3.0 credits of Continuing Professional Education – *See below
Registration
Meet the Speakers
*This program is designed for Labor Union Officials/Employees, Business Managers, Controllers, Chief Financial Officers, Accounting Managers, and accounting professionals for up to 3.0 credits of Continuing Professional Education:
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.