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!

      September 22 (will be held in Bangor, Maine, at the Hilton Garden Inn, 250 Haskell Rd.)
      • Employer Benefits and Financial Products Overview - Scout Boucher and Scott Violette, CFP

      • Estate Planning, Business Transition and Long Term Care Update - Rick Petrucci, JD, Baystate Financial

      • Risk : Common Measures of Risk versus True Risk - John Cogswell

        A discussion of the most common measures used by investors. The focus will be on the benefits and potential dangers are relying on these measures. In addition, we will review a proprietary metric from Baystate Wealth Management that we believe measures the “true risk” in an investment portfolio.

        John Cogswell is the Chief Market Strategist for BWM, a member of the Investment Committee, and a Senior Portfolio Manager. John began his career in the financial service industry in 1995. Prior to Joining BWM, John was a Senior Vice President at Korben Insight Management, an E*Trade Wealth Management company. Earlier in his career, John was an investment manager at A.G. Edwards, and a registered representative at Gruntal & Co.

      • IT Client Protection Updates - Eric Warren, Greenmark IT

      • Qualified Plans Compliance Landscape Update - Allen Cairns, J Hancock Retirement Consultant

        This session will be a review of current retirement plan design and operational trends intended to help retirement plan participants maximize retirement savings.

        Allen Cairns brings more than 30 years of retirement plan industry experience to his current role, primarily as former managing and sales partner in a “producing” TPA practice. As AVP and Senior Business Consultant, Allen assists the John Hancock Retirement Plan Services (JHRPS) Mid Market sales team in marketing activities, ERISA/compliance sales support, and field training. He joined John Hancock Retirement Plan Services in 2007, initially serving five years as Senior Relationship Manager, TPA Services. In that position, he managed relationships with John Hancock’s top national TPA partners and oversaw the activities of the company’s team of TPA Regional Marketing Directors. Allen earned his Ph.D. in Sociology from SUNY-Buffalo and B.A. in Sociology from the University of Southern Maine. He maintains both the FINRA Series 7 registration and the Qualified Pension Administrator designation from the American Society of Pension Professionals & Actuaries. Outside of work, Allen enjoys hiking, photography, and motorcycling.

      • Ethics in Practice - Matt Dumais, JD, Eaton Peabody

       
      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

      To register for the:

      For more information, operational questions, and any issues, contact:

      Joanne Ward
      Recruiting and Special Programming Assistant
      jward@sjcme.edu
      207-893-7768

      Stephanie Briggs
      Associate Director of Partnerships and Special Programming
      207-893-7769
      sbriggs@sjcme.edu