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Events

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.


 
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. 

 

To register for this event, click here.

Contact:Caren Rodriguez
 bprimavera@dmj.com
 (336) 275-9886
 
Governance and Greater Financial Awareness in Nonprofit Organizations
12/09/14 | 12:00 PM
DMJ Main Conference Room

Facing increased governance scrutiny, nonprofit organizations are finding themselves at greater risk and exposure for both the tax exempt organization and their board members.  If you are in leadership, have you considered the importance of communicating all legal obligations and guiding principles to your board members? Have you developed a comprehensive and cohesive training session? Whether your role is executive director, volunteer, chair, or advocate; this session will prove beneficial to create a higher level of financial awareness and governance for nonprofit leadership.

 

 

Key Topics and Case Studies Address:

 

  • Most Common Guidance and Terminology
  • Financial Fiduciary Responsibilities
  • Internal Control
  • Budgeting
  • Financial Reporting and Monitoring
  • External Audits
  • Finance/Audit Committees
  • IRS Reporting

 

To register for this event, click here.

Contact:Beverly Primavera
 bprimavera@dmj.com
 
 
**Session 2** Governance and Greater Financial Awareness in Nonprofit Organizations
12/10/14 | 12:00 PM
DMJ Main Conference Room

Facing increased governance scrutiny, nonprofit organizations are finding themselves at greater risk and exposure for both the tax exempt organization and their board members. If you are in leadership, have you considered the importance of communicating all legal obligations and guiding principles to your board members? Have you developed a comprehensive and cohesive training session? Whether your role is executive director, volunteer, chair, or advocate; this session will prove beneficial to create a higher level of financial awareness and governance for nonprofit leadership.

 

Key Topics and Case Studies Address:

 

  • Most Common Guidance and Terminology
  • Financial Fiduciary Responsibilities
  • Internal Control
  • Budgeting
  • Financial Reporting and Monitoring
  • External Audits
  • Finance/ Audit Committees
  • IRS Reporting

 

 

To register for this event, click here.

Contact:Beverly Primavera
 bprimavera@dmj.com
 
 
Tax Updates 2014
12/16/14 | 12:00 PM
DMJ Main Conference Room

Join DMJ for a presentation dedicated to addressing the newest tax updates for individuals and businesses that will include: 

 

  • 2014 Federal and State Tax Updates for Individuals and Businesses
  • Foreign Account Holdings and the Required Filings
  • Business Depreciation Rules
  • Making donations directly from your IRA to your charity of choice
  • New NC Tax Rates
  • Much more

 

To register for this event, click here.

Contact:Beverly Primavera
 bprimavera@dmj.com
 
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