CPA Workshops

  • Save the Date for one or all of the 2015 CPA workshops!

    All of the workshops, except for the September workshop, will be held on our campus in Standish, Maine. The September workshop will be held in Bangor, Maine. Each workshop will provide interesting and relative discussion topics.

    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

    May 21

    • An Elder Law Case Study: Short-Term Planning for Long-Term Care
      Presented by: Jennifer Eastman, Rudman Winchell
    • Strategies for Funding Education
      Presented by: Michael, Goldman, Goldman Financial
    • Trusted to Busted
      Presented by: Bob Brown, The CPA Solution
    • Estates & Trusts
      Presented by: Richard Ploss, Attorney at Law
    • ACA and Other Employee Benefit Issues
      Presented by: Steve Gerlach, Bernstein Shur

      August 20

      • Governor LePage's Vision for the State of Maine
        Presented by: Aaron Chadbourne, Governor LePage's Office
      • Federal Tax Issues
        Presented by: Kris Eimicke, Pierce Atwood, LLP
      • Estate Planning: Disclaimer Trusts
        Presented by: Richard Ploss, Attorney at Law
      • Affordable Care Act: Supreme Court Ruling
        Presenter: TBD
      • Ethics
        Presenter: Nancy Kristiansen, Saint Joseph's College

      September 25*
      *Workshop to be held in Bangor

      • Long-Term Care and Estate Planning
        Presented by: Bob Brown, The CPA Solution
      • ACA Update
        Presented by: Jane Skelton, Esq., Maine Elder Law Firm
      • Qualified Retirement Plans Update
        Presented by: Scott Boucher and Shawn Brennan, Barresi Financial, Inc.
      • Tax Issues in Business Continuity Planning
        Presented by: Allen Cairns, Ph.D.
      • Human Resources Updates
        Presented by: Nate Putnam, Esq., Eaton Peabody; and Beth Richardson, Esq., Saint Joseph's College

      November 19

      • ACA - The Individual Mandates
        Presented by: Steve Gerlach, Bernstein Shur
      • Nonprofit Law - Overview & Basics for CPAs
        Presented by: Leonard Cole, Cole Nonprofits Law, LLC
      • Estate & Trusts Updates
        Presented by: Richard Ploss, Solo Practitioner Attorney at Law
      • Paying for Private Long-Term Care
        Presenter: Jennifer Eastman, Rudman Winchell
      • Ethics
        Presenter: Nancy Kristiansen, Saint Joseph's College
    • 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:
      June Irvine