Calibre CPA Group

National Labor Union Conference

Annual Update

June 17, 2021

12:00PM - 3:00PM EST

About

Calibre CPA Group invites you to join us for our Ninth Annual National Labor Union Conference on June 17, 2021. This year's program will be held virtually.

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

12:00PM - 12:10PM EST

Welcome & Opening Remarks  

  • James C. Kokolas, CPA, Managing Partner | Calibre CPA Group
12:10PM - 12:55PM

Labor Union Accounting and Auditing Update

  • Mary Margaret Prange, CPA, Partner | Calibre CPA Group
12:55PM - 1:35PM

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
1:35PM - 1:40 PM

Break

1:40PM - 2:20 PM

Cybersecurity for Labor Unions and Employee Benefit Plans

  • Thomas J. DeMayo, CISSP CISA CIPP/US, Principal | PKF O’Connor Davies, LLP
2:20PM - 3:00PM

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

James C Kokolas, CPA - Calibre CPA Group / Managing Partner

James C. Kokolas, CPA

Managing Partner | Washington, DC
Thomas DeMayo - featured speaker at Calibre CPA Group's 2021 National Labor Union Conference

Thomas J. Demayo, CISSP, CISA, CIPP/US

Principal | PKF O'Connor Davies, LLP
Glenn M Eyrich CPA - Calibre CPA Group

Glenn M. Eyrich, CPA

Partner | Washington, DC
Jeffrey W Lewis CPA CFE - Calibre CPA Group

Jeffrey W. Lewis, CPA, CFE

Partner | Washington, DC
James A Poulos CPA - Calibre CPA Group

James A. Poulos, CPA

Senior Manager | Washington, DC
Mary Margaret Prange CPA - Calibre CPA Group

Mary Margaret Prange, CPA

Partner | Washington, DC

*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.