CFO Forum For Attorneys & CPAs

CFO hosts and sponsors its signature CFO Forum for Attorneys & CPAs (“CFO Forum”) to provide Continuing Professional Education (CPE) programs in accordance with nationally recognized standards.

The CFO Forum offerings qualify for CPE credit for both Attorneys and CPAs in nearly all states. The CFO Forum offerings are generally presented in a luncheon speaker format in various cities around the country.

These CFO Forum programs generally qualify for 2 hours of CPE for either attorneys or CPAs, and are offered once or twice a year in the various markets. Varying topics include advanced discussions of qualified pension plans, investment management, taxes, personal financial planning, business structure planning and other areas of interest for legal and accounting professionals who serve the High Net Worth, High Income market segments.

The most popular presentation features the CFO Financial Treatment Plan for Doctors which focuses upon economic issues of interest to Doctors and the professionals who serve them. This presentation features discussion on business structure planning, executive compensation, qualified pension plans, employee benefit programs, investment management and risk mitigation.

CFO Forum speakers may include various CFO executives, pension administrators, actuaries or attorneys who are expert in areas of the particular subject content.

CPE credits are granted based on a 50-minute hour.