Personalized, career-focused education on campus or online
CPA Workshops 2018-06-19T19:49:48+00:00
Stay tuned for more information about our upcoming CPA workshops for 2018!

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



Mark your calendars for one or all of our 2018 CPA workshops!

  • May 17
  • August 16
  • September 21 (in Bangor, Maine, at the Hilton Garden Inn, 250 Haskell Rd.)
  • September 27

May 17

Ethics- TBD

Estate Planning For Unusual Assets, which encompasses digital assets, firearms, children of the new biology and wine – Richard Ploss

Hiring 101 – What can I say/should I say from the moment I place an advertisement till the moment I make an offer – Tawny Alvarez & Joanna Bowers
Legal risk begins before you start onboarding an employee—it actually begins the moment you begin looking for an employee. Does your company use best practices in advertising for positions? When was the last time managers were trained on interview dos and don’ts? Whether you are in a position to hire employees, or are watching your clients grow and find themselves with the need for more employees, this session will focus on best practices for hiring new team members—including language to include in job descriptions and advertisements, best practices for interviewing, and onboarding tips that will set an employee up for success. Join Tawny Alvarez and Joanna Bowers of Verrill Dana as they provide helpful tips to decrease exposure resulting from bad hires or failure to hire claims.

Tawny Alvarez is a Partner in Verrill Dana’s Labor and Employment Practice Group. She recognizes that a company’s culture defines its business and prides herself on assisting clients comply with the law while simultaneously creating an amazing place to work.  She advises clients on best practices and also provides counsel should the company find itself litigating employment law issues.  In the evolving employment law landscape, she recognizes that for companies to remain profitable and successful they must be proactive, as opposed to reactive to these employment issues.

Joanna Bowers is an Associate in Verrill Dana’s Labor and Employment Practice Group.  She works with businesses, large and small, to successfully navigate all aspects of the employment relationship. Joanna counsels employers on issues such as hiring and firing employees, managing employee complaints and internal investigations, observing anti-discrimination laws and policies, complying with state and federal wage and hour laws, working with unionized workforces, imposing discipline on employees, and enforcing non-competition agreements after the termination of the employment relationship.

Data Security – Elek Miller

Ownership/Key Employee succession planning – Philip Harriman

20% Qualified Business Income tax deduction that is available under the new tax law for non-corporate taxpayers – Christopher Stevenson

August 16


The top 10 list…Social Security Retirement Benefits – Tom Wright

Retirement plans and plan design along with latest trends in the retirement world – Rene Morin

Contracts and the Employment Relationship: Discussion of limitations on nondisclosure agreements; confidentiality agreements; noncompetes; and separation agreement  – Tawny Alvarez & Joanna Bowers

The general use of FSAs, HRAs and HSAs for employers with a focus on some of the pitfalls/challenges for small closely held companies such as Sub-Chapter S, LLC. and include info on new QSEHRA – qualified small employer HRA – for those who do not sponsor a group health plan – Susan Shadwell Dublin

September 27

Professional Liability in Place of Ethics – Karen Frink Wolf

What is your no longer needed life insurance policy worth in today’s market? – Philip Harriman

Minimizing threats to post retirement peace of mind – Philip Harriman

Employee Benefits Update, including benefits issues in the new tax law, as well as ACA employer mandate enforcement. I can also cover the new ABLE accounts (tax-advantaged savings for disabled individuals) that will be coming to Maine shortly – Steven Gerlach

Partnership Tax Audit Rules – Patrick Brady
The new tax audit rules require the partnership or the multiple-member LLC to select a “partnership representative” to deal with the taxing authority with regard to the audit. Also, the tax audit rules require the partnership or the multiple-member LLC to add a provision to the partnership or LLC operating agreement to address the requirements, elections, and administration of the new tax audit rules. This topic will discuss the streamlined audit and collection process when the tax return of a partnership or multi-member LLC is reviewed by the IRS and the consequences of disregarding the new rules.

Patrick Brady is a corporate associate at Bernstein Shur and is licensed to practice law in Maine, New Hampshire and Massachusetts. Patrick represents for-profit and non-profit entities in various business matters including formation, mergers & acquisitions, discrete corporate governance issues, tax structuring and tax controversies. Prior to joining Bernstein Shur, Patrick was a tax staff member at a regional accounting firm and a corporate associate at a New Hampshire based law firm.

New tax law, focusing on how it affects estate planning specifically, through changes to the estate, gift and generation skipping taxes, as well as changes to 529 plans, alimony/divorce, capital gains/qualified dividends and so on – Kurt Klebe and Alex Porter

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.



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: $159
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




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