| Date |
Speakers |
Topics |
| 2024-02 |
Tom Visotsky & Ed Mazur |
A Presentation & Analysis of the Financial Statements of the U.S. Government. |
| 2024-02 |
Brian Marks & Joe Labella |
Working with a PEO - What to Know.
Managing Your Insurance Program - What to Know.
|
| 2024-05 |
Allan Phibbs Executive Director, John C Maxwell Leadership Team |
Introduction to the Foundation and Pathway for Leadership Growth. |
| 2024-05 |
Erik M. Goodhart, Millman Consulting Actuary |
|
| 2024-05 |
Vaughan Long, Enrolled Agent, Tax Solutions Alliance |
Cyber Security. Digital Currency.
|
| 2024-09 |
Allen Phibbs, Executive Director, John C. Maxwell Leadership |
|
| 2024-09 |
Claire Levinson |
Virginia Ethics |
| 2024-09 |
Mike Ellis, Ellis Wealth Management |
Wealth Management |
| 2024-09 |
Asif Charania and Greg Saunders, Keiter CPA |
Avoiding Landmines in the Buy/Sell Agreement |
| 2025-02 |
Allen Phibbs, Executive Program Leader, Maxwell Leadership |
Strategic Missteps |
| 2025-02 |
Cole Johnson, T, Sean Danowski [804-302-4528] |
Retirement Plan Solutions for Your Clients |
| 2025-02 |
Elizabeth Kell |
Your Clients can Redirect Their Tax Liability: The EISTCP Tax Credit Process |
| 2025-02 |
Vaughan Long, Enrolled Agent, Tax Solutions Alliance |
Top 10 Options for IRS Tax Resolution
|
| 2025-05 |
Vaughan Long, Enrolled Agent, Tax Solutions Alliance |
Tax Court Battle Royals |
| 2025-05 |
Allen Phibbs, Executive Program Leader, Maxwell Leadership |
Transition to Transformation |
| 2025-05 |
Daniel Selby, Ph.D, CPA, CISA |
Recent Accounting and Auditing Updates |
| 2025-05 |
Mary Morris, CEO, and Angela Kelley; Commonwealth Savers 529 |
Education with Invest 529 |
| 2025-05 | Lisa Germano, Attorney & CPA | Reinventing YOU |
| 2025-09 |
Sean Danowski, CFP, Edward Jones [804-302-4528] |
Marketing Update and Finance |
| 2025-09 |
Allen Phibbs, CPA, Maxwell Leadership, [804-401-3152] |
Transition in Transformation |
| 2025- 09 |
Dr. Dawn Schwartz CPA, Assistant Professor of Accounting, Longwood University |
Deceptive Intelligence: How AI and Deepfakes are Reshaping Fraud Risk in Accounting and Auditing |
| 2025-09 |
Dr. Daniel Shelby, CPA |
Virginia Ethics |
