Event Registration - Northern Chapter VSCPA
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MAP SIG event - Survivor! An Action Plan to Keep Your Firm Independent
05/02/19

Topic : Survivor! An Action Plan to Keep Your Firm Independent 
4 Operational Imperatives to Avoid Merging or Selling to an Outsider

Objectives: 
During this discussion, participants will:
  • hear strategies to keep firm independent
  • learn how to avoid merging or selling to an outsider
  • participate in an open discussion on various topics
Presenter:
Ira Rosenbloom, Chief Operating Executive
Optimum Strategies, LLC

Time : Doors open at 10:45, Meeting 11:00 - 1:00 (1 hour CPE available)
A complimentary lunch will be provided.
Location: Matthews Carter & Boyce
12500 Fair Lakes Circle
Fairfax, VA 22033

There are currently 18 spots remaining out of 20





SIG - Personal Financial Planning & Estate Planning
06/03/19

Topic : Estate Planning

This session will provide an overview of estate planning structure for your clients that best suits their needs. Yahne Miorini, founder and principal of Miorini Law, PLLC, will walk through various scenarios and best practices for those scenarios. There is so much diversity among our client's financial situations that there is no one size fits all. 

Objectives:
During this discussion, participants will:
  • identify best estate planning structure for clients
  • review several estate planning scenarios from CPA's perspective
  • identify best practices
Presenter:

Yahne Miorini
Founder and Pricipal of Mirorini Law PLLC


Yahie Miorini is past President of VAELA, the Virginia Chapter of the National Academy of Elder Law Attorneys (NAELA). Ms. Miorini has served as the chair of the Elder Law Estate Section of the Fairfax Bar Association, past co-chair of the Wills, Trusts, and Estates Section of the Fairfax Bar Association and was named Pro Bono Lawyer of the Year in 2006 by the Fairfax Bar Association. She was the past treasurer of the McLean Estate Planning Council. Additionally, she is the President of the Comité Tricolor (non-profit organization dedicated to helping French Citizens in the Washington, DC metropolitan area). Ms. Miorini received an award from the French Government for her public services (Chevalier de l'Ordre national du mérite)

Time : Doors open at 3:00 PM, Meeting 3:30 - 4:40 (1 hr CPE available)
 
Location: Maggiano's Little Italy
Tysons Galleria
McLean, VA 22102

There are currently 28 spots remaining out of 30






CFO and Controllers SIG - Fraud Overview and Executive Impersonation
06/26/19

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)

Thank you to Cordia Partners for supplying the venue!
 
Location: Cordia Partners
8330 Boone Blvd
Vienna, VA 22182

There are currently 17 spots remaining out of 20