Earn 30 CPE credits for $375 when you purchase a
season pass from the Mercer Chapter.
The pass is nonrefundable and substitutions are not permitted.
$375.00 - Member Price
Events included in this bundle:
Click on an event title below to view the details of the event.
September 13, 2017 | 8:00-12:00 PM EDT | | Business Valuations / Mergers & AcquisitionsBusiness valuations and mergers are on everone's watch list. Use the information in this session to help better serve your clients as their businesses transform. HighlightsMergers & Acquisitions
In this session, we will discuss:
- The team involved in mergers and acquisitions and their roles
- The sale process
- When an attorney should get involved
- Value enhancers, acquisition searches, financial analysis
- Case studies
- The current mergers and acquisitions market and the industry revealed
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
October 4, 2017 | 8:00-12:00 PM EDT | | Real Estate & Financing / State and Local TaxesUnderstand the real truth behind real estate and financing. Then, learn to stay ahead of the curve regarding state and local taxes. HighlightsReal Estate & Financing - Understanding the Real Truth
Marc C. Demetriou, CLU, ChFC - Residential Home Funding Corp.
In this session, we will discuss:
- The Economy
- Real Estate Market
- Credit
- Lending/Borrowing Options
- Other Mortgage-Related Topics
- What's "In the News"
- Question & Answer Session
State and Local Taxes - Staying Ahead of the Curve
Shane M. Finn - HBK CPAs & Consultants
In this session, we will discuss:
- Sales and Use Taxes
- Basics
- Intrastate v. Interstate
- Nexus
- Ever-Changing Landscape
- Voluntary Disclosure Agreements
- Industry Specific Discussion
- Income and Franchise Taxes
- Basics
- Nexus
- Residency Controversies
BenefitsEarn 4 CPE credits (2 in CS and 2 in TX). View Full Event Details |
October 18, 2017 | 8:00-12:00 PM EDT | | Technology Update / Memory WorkshopTechnology is always changing in our profession. Learn the latest trends to stay up-to-date and serve your clients' needs. Then, your profession demands that you remember a wealth of knowledge including client information, market data, presentations, and most importantly, names. A simple slip of the mind can result in thousands of dollars in lost sales or credibility. Fortunately, there is a solution - train your memory! HighlightsMemory Switch Workshop
Learn how to:
- Remember names, faces and key information shared by clients and staff
- Make presentations without notes
- Use your memory and the techniques shared to boost confidence and make a powerful first impression
- Share information with clients and staff in a way that will dramatically increase the listeners retention of key information
Technology Update
Hear fun facts about cyber security and learn the reasons behind cyber-crime. Understand the consequences of a breach and learn about ransomware, the dark web and the risks of BYOD. You’ve heard about it in the news, now learn how to protect yourself, your business and your clients with these technology best practices.
BenefitsEarn 2 CPE credits in CS and 2 CPE credits in PD. View Full Event Details |
November 8, 2017 | 6:00-8:00 PM EDT | | Professional DevelopmentJoin us for this special professional development skills meeting on building and promoting your personal brand. HighlightsIn this meeting, we will discuss:
- Branding, including what is is and why we do it
- Building your personal brand statement
- Promoting your brand on LinkedIn, creating a profile, research, and posting, and evaluating your online activity
BenefitsEarn 2 CPE credits in PD. View Full Event Details |
November 16, 2017 | 8:00-12:00 PM EDT | | Accounting and Auditing UpdateHear about a variety of updates concerning accounting, auditing and reporting topics. HighlightsIn this meeting, we will discuss:
- The new standard on leases
- Common deficiencies in peer review
- Going concern considerations (GAAS)
- Going concern considerations (GAAP)
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
January 19, 2018 | 8:00-12:00 PM EST | | Social Security / Alternative Small Business FinancingIn this meeting, hear a discussion on Social Security and alternative small business financing. BenefitsEarn 2 CPE credits in TX and 2 CPE credits in CS. View Full Event Details |
May 11, 2018 | 8:00-12:00 PM EDT | | Controllership UpdateJoin us for an informative controllership update and learn about top issues facing CFOs, controllers and finance professionals. HighlightsHear the latest updates on trends impacting today's financial leaders:
- Insider Trading
- Technology Trends for CFO's
- Improving Supply Chain with Better Costing
- Zero-Based Budgeting
BenefitsEarn 4 CPE credits in CS. View Full Event Details |
May 23, 2018 | 8:00-12:00 PM EDT | | Accounting and Auditing UpdatePeggy Gallagher, CPA will provide an accounting and auditing update consisting of a review of recently issued Accounting Standard Updates and AICPA professional standards (auditing, review and compilation pronouncements), through practical insights and application guidance. BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
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