This seminar will focus on current topics of revenue trends, internal controls for electronic data, investment policies and maximizing cash yields. Please join Andy Holman and Katy Sommer, two partners of RitzHolman CPAs, their nonprofit team members and Dean Muller of Morgan Stanley, as they discuss these options and other useful financial management information.
THURSDAY, NOVEMBER 1, 2012
Registration & Networking 8:30 – 9:00 a.m.
Program 9:00 a.m. – 11:00 a.m.
IndependenceFirst
540 South 1st Street, Milwaukee, WI
Complimentary parking is available in IndependenceFirst’s parking lot or in the lot north of Comedy Sports.
THIS SEMINAR IS LIMITED TO 60 ATTENDEES
RSVP
E-mail your contact information to sarah@ritzholman.com or call 414-390-1182 by October 25, 2012.
This seminar will focus on topics of sales tax and nonprofits, independent contractor vs. employee and insurance options for business and fraud protection. Please join Andy Holman and Katy Sommer, two partners of RitzHolman CPAs, their nonprofit team members and Joe Kasle of Robertson Ryan Insurance as they discuss these changes and other useful financial management information.
Thursday, November 17, 2011
8:30 a.m. – 9:00 a.m.
Registration & Networking
9:00 a.m. – 10:30 a.m.
Program
IndependenceFirst
540 South 1st Street
Milwaukee, WI
Complimentary parking is available in IndependenceFirst’s parking lot or in the lot north of Comedy Sportz.
This seminar is limited to 60 attendees.
RSVP to Sarah Paque at sarah@ritzholman.com or call 414-390-1182 by Tuesday, November 15, 2011.
The following topics will be discussed in the Working with CPAs session:
- Licensing and Regulations of CPAs
- Code of Professional Conduct
- Disclosure Requirements
- Compilations/Reviews/Audits
- Tax Planning and Compliance Services
- Other Services
Speakers
- Darci L. Middaugh, CPA, Partner
- Matthew S. Rios, CPA, Partner
National Business Institute - Accounting Basics for Attorneys Seminar
Program Time: 2:45 p.m. - 3:15 p.m.
