Blog Post

Bellarmine year-end CPE event scheduled for Dec. 19

November 10, 2023

FEI Louisville member discount available

Bellarmine University's Rubel School of Business Accounting Program has released details for its 2023 Year-End CPE Seminar, which offers a total of 8 CPE hours. 


Date: Tuesday, December 19, 2023

Registration 7:30 a.m.

Program: 8:20 a.m. - 5:00 p.m.

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


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 more. The event will also include an ethics session.


CPE participants and Accounting Alumni are invited to a cocktail reception in Frazier Hall at the conclusion of the CPE to celebrate and meet Bellarmine's newest faculty members.


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). The cost is $170 for the event. (Current FEI Louisville members in good standing can apply a special discount code at registration to attend at half price. Registrants may be required to verify FEI membership.)


Members may also contact Terry McWilliams at feilouisville@gmail.com for more information or to obtain the discount code.)


Specific sessions include:

  • Tax Policy and Economic Policy Update
  • Technical Accounting Update
  • Guide to the Markets
  • Charitable Gifting Strategies and Tax Implications (Jonathan Smith, Encore Wealth Management Group)
  • Ethics Breakout / Forensics Breakout


Click the registration site on Eventbrite for more details or visit  https://CPE2023.eventbrite.com


PROGRAM DETAILS


  • 8:20 – 10:00 am. -- 2023 Tax Policy and Economic Policy Update. Presenter: EY   
  • 10:00-10:15 am. --  Coffee Break.
  • 10:15 – 11:30 am. -- Technical Accounting Update. Presenter: EY
  • 11:45 am-12:45 pm. -- Lunch and “Guide to the Markets” Program. Presenters: Brandon Ritter, Executive Director, JP Morgan Asset Management, and hosts Matt Kuerzi, Keith Norris, Frank Thompson, and Jonathan Slevin from Morgan Stanley.
  • 1:00 – 2:05pm -- Charitable Gifting Strategies and Tax Implications.
    Presenter: 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. Presenters: Keith W. Richardson, Bellarmine; Robin Raypole, CPA, VP & CFO, Lawyers Mutual
  • 2:10 – 4:10pm. Forensics Breakout. Presenters: Jarrad Roby, Special Agent, IRS Criminal Investigation; James Taylor, Special Agent, IRS Criminal Investigation





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