Whether a speaking engagement, community outing, or a lunch n' learn, DMJ invites you to join us for these upcoming opportunities.

Looking for previous events? Click here.

Mark Everson, Former IRS Commissioner and Alliant Group Vice Chairman, Guest Presentation
08/19/14 | 8:00 AM
Proximity Hotel, Greensboro, NC
Contact:Caren Rodriguez
 (336) 275-9886
Planning for the Future; Succession and Exit Planning Strategies
08/21/14 | 8:30 AM
Starmount Country Club, Greensboro, NC


Visit our events page for complete details and registration information. 


Exit planning is the overall process which explores all strategic options available to a business owner, and includes succession planning and sales strategies.


Succession and exit planning is a highly personal process. Failure to plan can typically result in fairness issues, paying additional income and estate taxes, creating uncertainty for stakeholders and key employees concerned about the control of the business in the future. As the U.S. population moves closer to retirement, baby boomers and business owners are struggling with how to approach this life event.


DMJ's Managing Partner, Mike Gillis, CPA, will provide key takeaways for what to do now in preparation for the future. In addition, we will discuss how a well-designed exit plan enables business owners and management to:


  • control the process and timing of their business exit
  • achieve their personal financial goals
  • maximize their company’s value
  • facilitate their retirement
  • explore all available options for their exit
  • promote long-term growth and survival of their business
  • minimize taxes on the transfer or sale of their business
Contact:Caren Rodriguez
 (336) 275-9886
Business Consulting for Greater Profitability
09/23/14 | 12:00 PM
Greensboro, NC


Operating a business from day-to-day holds many challenges. Who do you lean on for strategic planning decisions and objective evaluations during critical moments in your business? Are you turning to your CPA for their insight and knowledge? With the technical expertise and industry insight, a CPA may surprise you with their ability to analyze, consult, design, and recommend procedures and techniques that may assist you in many of your business challenges. Furthermore, through business consulting services, your company will run more efficiently, and by identifying and recommending improvements which can increase business performance.


Presented by DMJ’s Mike Gillis, CPA/PFS, the presentation will cover key areas:


  • An objective appraisal of proposed solutions for the development of alternatives.
  • Assistance in establishing a budget that fits the needs of your business, including operational, capital, or cash budgets.
  • In-depth experience when internal staffing is not adequate.
  • Supervision and leadership of special projects.
  • Technology consulting for evaluations on technology systems, analyzing feasibility, equipment and software.


Date: Tuesday, September 23, 2014
Location: DMJ Main Conference Room, 703 Green Valley Road, Greensboro, NC
Time: 12-1 p.m.
Credit: 1 CPE 
Presenter: Mike Gillis, CPA/PFS, Managing Partner, DMJ
RSVP: Beverly Primavera at (336) 275-9886
Contact:Caren Rodriguez
 (336) 275-9886
DMJ Day of Service
10/03/14 | 8:00 AM
Greensboro, NC


DMJ joins the North Carolina Association of CPAs (NCACPA) in a day dedicated to our community and the collective effort of giving back. The NCACPA's Day of Service is an event highlighting how CPAs are a “vital part of both the financial and social fabric of North Carolina’s communities;” but perhaps most importantly, it demonstrates that CPAs are involved.

Contact:Caren Rodriguez
 (336) 275-9886
Professional Ethics and North Carolina Laws and Rules
12/02/14 | 8:00 AM
Starmount Country Club, Greensboro, NC


Join DMJ for our annual firm presentation open to friends, colleagues, and industry professionals. Participants gain a better understanding of the framework established for CPAs following the AICPA Code of Ethics, other regulatory bodies, and the NC rules for CPAs practicing in North Carolina.  



Key topics and case studies address:

Authoritative Bodies  

CPA Code of Professional Conduct

Rules of Conduct

NC CPA Laws and Rules


*This course satisfies the two-hour annual Ethics CPE course requirement for all licensed North Carolina CPAs. 

Contact:Caren Rodriguez
 (336) 275-9886
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