Advancement
Continuing education seminar for CPAS & Attorneys
Thursday, October 18, 2007
8:00a.m. - 4:30p.m.
Bethel College
Mishawaka, Indiana
$95 per attendee
$75/attendee for group of 3 or more
- CLE 6.7 hours
- CPE 8.0 hours
- Download the Brochure and Registration Form! (PDF)
- Download only the Registration From! (PDF) or On-line
Continuing Education
For attendees qualifying for CPE Credit, a course completion certificate will be given at the end of the day.
We are currently in the process of getting the 6.7 CLE hours pre-approved by the Indiana Commission for Continuing Legal Education.
Written materials
Upon checking in at the seminar location, you will be given a 3-ring binder with speaker hand-outs inserted. There will be one tab for each speaker so that you will be able to keep all of your information organized. You will also be provided with a pad of paper and a pen for any note-taking you may wish to do throughout the day.
Agenda
- 8:00-8:25 Sign in & pick-up materials (continental breakfast)
- 8:25-8:40 Introduction of Bethel/ CFA
- 8:40-9:30 Session 1
- 9:30-10:20 Session 2
- 10:20-10:30 Break
- 10:30-11:20 Session 3
- 11:20-12:10 Session 4
- 12:10-12:55 Lunch (provided)
- 12:55-1:45 Session 5
- 1:45-2:35 Session 6
- 2:35-2:45 Break (snack provided)
- 2:45-3:35 Session 7
- 3:35-4:25 Session 8
Speakers & topics
- Maurice E. Bokhart
- David Breuer
- Tom Dunck
- Patricia Hackett
- Doug Hayes
- Christine Lauber
- John Lauer
- Dominic Zultanski
- Leveraging Software to Facilitate/Improve Business Analytics
- Current Pension Fiduciary Issues
- 1031 Property Exchange-Advanced Issues
- Advanced Directives in Indiana
- Conservation Easements
- Best Practices in Joint Advisor Work
- Business Valuation
- Fraud Prevention
Seminar faculty
The faculty are recognized leaders in their field of expertise:
- Maurice Bokhart, CPA
Co-Owner - Pinnacle Group - David R. Breuer, CFP
Partner & Regional Director - CFA - Tom Dunck, Esq
VP, Regional Manager -IPX Property Exchange Services - Patricia Hackett, Esq
President - Hackett & Associates - Doug Hayes, JD
Partner- Yoder, Ainlay, Ulmer & Buckingham, LLP - Christine Lauber, CPA
Christine A. Lauber Certified Public Accountant & Consultant - John Lauer, CFP
Co-Manager - Goldstar Private Equity Fund I - Dominic Zultanski, D/Sgt.
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