CPA Workshops

  • Stay tuned for more information about our upcoming CPA workshops for 2017!

    The workshops are designed for accounting professionals who need continuing education credits to meet licensing requirements. By attending a workshop you can:

    • Earn 8 hours of continuing professional education (CPE) hours, including one hour of ethics
    • Stay up to date on current tax laws, accounting issues, and ethics matters.
    • Learn more about how our Master of Accountancy degree program can benefit you or members of your organization
  • Topics & Presenters

    Mark your calendars for one or all of our 2017 CPA workshops!

    August 17

    • Life Assurance 360 - Delivering Value Based Insurance Solutions - Philip Harriman

    • Estate Planning for Digital Assets - Richard Ploss

      This one hour presentation will focus on digital assets and how income tax advisors can advise their clients with regard to the same. The presentation will focus on the Revised Uniform Fiduciary Access To Digital Assets Act ("Revised UFADAA") which has been adopted in 31 states (including Vermont) and has been introduced in 14 other states (including Maine and New Hampshire).

      I. Richard Ploss, JD, CPA, CFP, TEP is counsel to the firm of Porzio, Bromberg and Newman, PC. Richard is an estate planning attorney who is admitted to practice law in Maine, New Hampshire, Massachusetts, New York, New Jersey, Pennsylvania, Georgia, and Florida. Richard has served as an Adjunct Professor at the University of Maine Law School and also taught in the Certified Financial Planner Programs™ at Boston University, Fairleigh Dickinson University, Fordham University and Georgetown University.

    • Basic Estate Planning - Herbert Daroff

      Everyone has three estates: (1) Probate; (2) Elder Care; and (3) Taxable. Everyone has an estate plan: (1) by Default; or (2) by Design. Prince died without a Will. Your clients should not. Learn why.

      Herbert K. Daroff, JD, CFP, AEP, is an attorney by education and financial advisor by profession. He heads up Estate and Business Planning for Baystate Financial in Boston where he provides custom case design and is also available on a consultation basis. He has been actively involved in the financial services industry since 1973. Herb is on the faculty at Bentley University in Waltham, MA. Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979.

    • Medicare: Working to 65 and Beyond... How Medicare Eligibility Affects Group Health Benefits - Thomas Wright

      This presentation covers the highlights, not the boring details, of the four Parts of Medicare. It will also cover some of the interesting history of Medicare from its enactment in 1965 (as Title XVIII of the Social Security Act) to the latest solvency projections issued by the Board of Trustees. This presentation will explore some targeted practical insights into common questions and challenges that both employers and employees typically encounter when approaching Medicare eligibility including Enrollment process, COBRA, HSAs and Medicare Eligibility, and much more.

      Thomas Wright began his career in financial services in 1980. He has experience in both employee benefits and retirement planning. In 2016, he created the Turning 65 Workshop to provide much needed Social Security & Medicare learning programs for the workplace. Tom has been interviewed on various insurance topics by media outlets including Kiplinger's and Fortune magazines, The Boston Globe, and the Maine Matters television program. Over is career, Tom has been involved in numerous trade associations including the National Association of Insurance & Financial Advisors, American Association for Long-Term Care Insurance, and the Saco-Biddeford Chamber of Commerce.

    • Litigation for Accountants: What to know if you or your clients are involved in litigation - Tawny Alvarez and Joanne Bowers

      Tawny Alvarez is a Labor and Employment Attorney at Verrill Dana LLP. Her practice focuses on advising and representing employers on all aspects of the employment relationship—from hiring to firing and everything in between. Tawny recognizes that the employment landscape is ever-changing from equal pay act issues, implicit bias, and marijuana in the workplace. She believes that a one-size-fits-all approach does not work for all employers and accordingly prides herself on understanding her client’s needs and goals while advising and in many cases litigating claims.

    September 14

    September 22 (will be held in Bangor)

    Be sure to check back for a detailed schedule of topics to be covered in each future workshop. All workshops will be held on our campus in Standish, Maine, unless otherwise noted.

  • Registration & Schedule Details

    Our CPA workshops take place on our college campus in the Viola George Auditorium, unless otherwise noted. Saint Joseph's College is located on Sebago Lake in Standish, 18 miles north of Portland. The workshop cost will include continental breakfast, lunch, breaks, parking, and workshop materials. 

    Cost: $149
    Check-in and Continental Breakfast: 7am - 8am
    Workshop Program: 8am - 4pm

    For more information, operational questions, and any issues, contact:
    Stephanie Briggs
    Associate Director of Partnerships and Special Programming