Membership ($325)
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Local professional development and networking opportunities-networking with individuals in practice specialties or in related disciplines
Twelve monthly membership breakfast meetings with Life CIE, CPE, CLE and CFP®-approved courses.
Average of 16 CE credits possible in a year with over 75 on average in attendance.
Discounted attendance at our annual Professional Day – our five-hour continuing education and networking premier event
Popular Sections Study (“Lunch & Learn”) meet four times a year
Young Professionals Group – For professionals under 40 years of age, a chance to network and connect with peers informally at lunch
GROW (Gathering Resources for Outstanding Women) – Presentations for women (and men) to celebrate, encourage and network with other professionals with terrific speakers and interesting topics up to six times a year.
Succession Planning Roundtable - an ongoing series of presentations, discussions, and case study workshops BY exceptional financial service professionals FOR financial service professionals, to broaden our collective ability to effectively support our clients as they navigate succession and exit.
Tax Planning Roundtable - an ongoing series of workshops dedicated to business and personal tax topics of interest to CPAs, EAs, and other tax professionals.
Subject to board approval; requirements listed here.
Approval can take two weeks; your card will not be charged unless you are approved.
Apply for Membership
Guests are always welcome. First-time guests may attend our membership meetings with a member sponsor free of charge. Returning guests are $50.