Calendar of Events - Northern Chapter VSCPA
Choose an Event Type:

EventDateTimeContact
    

Topic : Relationships with Foreign National clients

There will be two presenters that will boost our client relationships with foreign nationals. Those are as follows:  George Ganey, JD, Immigration Attorney and 
Cara Moody, CLU.


Objectives: 

During this discussion participants will:
  • Receive an overview of strategies to achieve immigration goals and the impacts on tax filings
  • An understanding of why Foreign nationals want US life insurance.
Presenters: 

George Ganey, JD, Immigration Attorney
Partner, Ganey Law Group

Cara Moody, CLU



Time: Doors open 8:00; Meeting 8:30 to 10:00 AM (1.5 hrs CPE available)

 

more info...
4/23/20198:00am to 10:00amLynn Eller


Topic: Weighing Loan Options:  Key Considerations When Evaluating Multiple Loan Offers (It's more than just the rate)

This session will provide you a sense of what underwriters look for when considering financing options. The presenter for this meeting is Jenn Mathias, Founder & COO, One Degree Capital; Jenn's presentation is designed to be interactive. Be sure to bring your questions! 

Objectives: 
During this discussion, participants will learn:

  • What credit underwriters look at first on your financial statements
  • Key components of a term sheet
  • 7 things banks don’t want you to know about financing
Presenter:

Jenn Mathis, Founder and COO
One Degree Capital

For over 17 years, Jenn Mathis has advised more than 5,000 business owners on finding and securing over $100 million in capital for expansions, real estate purchases, acquisitions, equipment, working capital, start-up costs and more. In 2010, Jenn co-founded One Degree Capital with one goal in mind: to be the nation’s most trusted business capital advisor.


Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)


 

more info...
4/24/20197:30am to 9:00amStephanie Scarola


Topic : Open Discussion

A complimentary lunch will be provided.

more info...
5/2/201911:00am to 1:00pm Andrea Ansell


1 hour of CPE, along with a breakfast buffet.

Doors open at 7:00am, Speaker starts at 8:00am, done by 9:30am.

more info...
5/14/20197:00am to 9:30am


Save the Date!

Topic:  TBD

Presentation by: TBD
 

more info...
5/16/20198:00am to 9:30amBrian Wendroff


Topic: Finance

More information to come.  Save the date now.

Presenter:
Courtenay Shipley

Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)

more info...
5/29/20197:30am to 9:00amStephanie Scarola


Topic : Open Discussion

A complimentary lunch will be provided

more info...
6/19/2019 


Topic: Fraud Overview and Executive Impersonation

Overview
Fraud and executive impersonation continues to be a large problem affecting individuals and organizations every day.  This presentation is designed to provide you with information on common types of fraud, executive impersonation and how to protect your organization from being victimized.   Our team will lead the discussion and address questions on the risks associated with executive impersonation and the increase in Internet Fraud attacks across the industry. 
 
Objectives
During this discussion, participants will:
  • Receive an overview of common types of Fraud
  • Learn about executive impersonation and the various risks associated with it
  • Become more knowledgeable about how to protect yourself from executive impersonation  

Presenters:
 
Gaye Boyette
Vice President
Gaye Boyette is a Relationship Manager in M&T’s Business Banking Division, covering the Northern Virginia market.   She has nine years of banking experience with M&T Bank, and an additional ten years international banking experience in the UK.  She has a diverse client base reflecting the NOVA market with more emphasis with Government Contractors.  Gaye earned a Bachelor of Arts degree from Florida State University.  She currently resides in Arlington County with her family.
 
Lourdes Ortuso
Vice President
Lourdes Ortuso is a Treasury Management Consultant in M&T’s Mid-Atlantic region, covering the Northern Virginia and Central Virginia markets. She has fifteen years of banking experience with M&T Bank, and an additional five years of banking experience with other institutions. By working with multiple banking departments, Lourdes has gained expertise in both the commercial and retail functions of financial institutions. Lourdes earned a Bachelor of Arts degree in Psychology from George Mason University. Lourdes currently resides in Fairfax County with her family.


Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)

more info...
6/26/20197:30am to 9:00amStephanie Scarola


1 hour of CPE, along with a breakfast buffet.

Doors open at 7:00am, Speaker starts at 8:00am, done by 9:30am.

more info...
7/9/20197:00am to 9:30am


Save the Date!

Topic:  TBD

Presentation by: TBD
 

more info...
8/15/20198:00am to 9:30amBrian Wendroff


Switch to Calendar (Grid) Format | Hybrid Format | Printable Event Listing (PDF)