2024 Year-End CPE Seminar

Please plan to join the Rubel School of Business Accounting Program for the 2024 Year-End CPE event. Insights on developments that may have an impact on your organization will be provided in areas including financial reporting, federal and state tax changes, robotic process automation, and so much more. The event will also include an ethics session.

Date: Monday, December 16, 2024

Time: Registration 7:30 am.

Program 8:20 am - 5:00 pm.

Location: Bellarmine University, Frazier Hall - 2001 Newburg Road, Louisville, KY 40205 (FREE PARKING)

PROGRAM

8:20 – 10:00am. 2023 Tax Policy and Economic Policy Update (EY)

10:00-10:15 am. Coffee Break

10:15 – 11:30 am. Technical Accounting Update (EY)

11:45 am-12:45 pm. Lunch– “Guide to the Markets”

1:00 – 2:05pm Charitable Gifting Strategies and Tax Implications Jonathan Smith, CFP, CPA, CRPC, APMA Encore Wealth Management Group A private wealth advisory practice of Ameriprise Financial Services, LLC.

2:05 – 2:10pm Break

2:10 – 4:10pm. Ethics Breakout (Bellarmine & Two Audit Managers from Cherry Bekaert) Keith W. Richardson - Bellarmine, Gabe South and Scott Williams - Audit Managers from Cherry Bekaert.

2:10 – 4:10pm Emerging trends in financial investigations. Jarrad Roby, Special Agent, IRS Criminal Investigation James Taylor, Special Agent, IRS Criminal Investigation

4:30 -6pm. Cocktail Hour – Appetizers and Drinks

Pass this information on to your team, colleagues, and any other business professionals who may be interested in attending. The net proceeds of this event go to Bellarmine University Accounting students in the form of scholarship funds handed out during the Accounting Alumni Event.

The seminar includes breakfast, lunch and cocktail hour (appetizers & drinks)

Accounting Faculty : Alisha M. Harper, Keith Richardson, Robert J. Eger and Drew Hamilton

Host or Publisher Rubel School of Business