The CPA Series Workshops

Save the Date!

We have some new and exciting workshops for 2014. These workshops are a day-long program ideal for Certified Public Accountants and all financial professionals who need continuing education to meet licensing requirements as well as other professionals. Come and earn continuing education credits.

2014 Workshop Dates:

  • May 22
    • Affordable Care Act Updates - Steve Gerlach, Employee Benefits Attorney, Bernstein Shur
    • Estates & Trusts Updates/DOMA Updates - Richard Ploss, Trusts and Estates and Business Law Practice Group, Preti Flaherty
    • Maine Board of Tax Appeals - Robert Creamer, Chief Appeals Officer, Maine Board of Tax Appeals
    • Ethics and Elder Law - Jennifer Eastman, Partner, Rudman Winchell
    • Cool Tech Tools for CPAs - Justin Sparks, Instructional Technologist, Saint Joseph's College
    • Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans - Josh Chase, Financial Advisor, Lebel Harriman
  • August 21
    • State Tax Updates-Heather Popadak, Maine Department of Revenue
    • The Good, The Bad, and The Ugly of the PPACA-Shawn Brennan and Scott Boucher, Barresi Financial
    • PPA Restatement & Pension Trends-Rene Morin, Downeast Pension
    • HR Best Practices for Small Firms-David Ciullo, President, CMA
    • The Ethics of Client Conversations - Beth Richardson, University of New England
  • September 26*
    • Qualified plans Update - Ann Corey, Angell Pension Group
    • Business Planning and Estate Planning Update - Rick Petrucci Esq, Baystate Financial
    • Elder Law Planning Update-Jane Skelton Esq, Maine Elder Law
    • International business Tax law Update - Dan Pittman Esq, Eaton Peabody
    • Ethics/ Internal controls /Forensic Accounting case studies - Bob Brown CPA CFE, CPA Solutions
    • ACA updates/Benefit planning update - Scott Boucher & Shawn Brennan, Barresi Benefits Group
    *The cost of this workshop is $139
  • November 20
    • State Updates – Sheena Curtis, Berry Dunn
    • Federal Updates – Kris Eimicke, Pierce Atwood LLP
    • Estates & Trusts – Richard Ploss, Preti Flaherty
    • Affordable Care Act Updates – Steven Gerlach, Bernstein Shur
    • Technology for CPAs – Sam Hinton, Saint Joseph's College
    • Ethics – Beth C. Richardson, JD, University of New England

*The September workshop will be held in Bangor, ME at the Hilton Garden Inn. All other workshops are held at Saint Joseph's College in Standish, ME.

8 total hours of CPE, includes one (1) hour of ethics

Cost: $149, includes refreshment breaks and lunch

7am – 8am: Check-in and continental breakfast
8am – 4pm: Workshop

Operational Questions/Problems contact:
800-752-4723, ext. 7825

Directions: Get Directions to Saint Joseph's College in Standish, Maine