2021 Professional Advisor Symposium - Erie

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Thursday, Oct. 28, 2021 • 11:30 am to 6:00 pm

Document References:

Continuing education for accounting, financial and insurance professionals.

Location
Ambassador Center
7794 Peach St.
Erie, PA 16509

Please note: We may implement COVID-related protocols, depending on CDC and/or Pennsylvania mandates and recommendations. We will communicate to registered attendees via email and appreciate your cooperation.

Continuing Education: The sessions of this event are all approved for credit for CPAs (PA, NY and OH), CFPs, CTFAs, the PA Insurance designation, CIMA®/CPWA®/CIMC®/RMA®, and PA & OH CLE. Full credit information can be found in the document below.

SCHEDULE

11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - KEYNOTE: Mega Trends: 2020 and Beyond, presented by James C. Bly Jr., Managing Director & National Practice Leader, Family Enterprise Business Services, Ernst & Young LLP

1:30pm - 3:45pm BREAKOUT SESSIONS (see agenda)

4:00pm - 25 Legal Tips in 50 Minutes: An Experiment in Brevity (see more details on agenda)

5:00pm - Cocktail Reception

Full agenda linked below.

COST: $75

Online payment (or check payment) accepted.

Update Monday 10/25/21 at 12PM: Please contact Marian Martinez at mmartinez@kmgslaw.com or 814-923-4919 to register, as online RSVPs are now closed.

Questions? Contact Sarah Holland at 814-459-2800.

What People Are Saying

"Very informative and organized. Interesting topics that pertain to my profession." - 2019 CPA attendee

"Speakers not only explain topics, but also provide advice on how to handle issues in daily practice." - 2019 attendee

"Very informative - timely and helpful topics covered." - 2019 attendee

"Good variety of topics. Well run. Sessions ran on time." - 2019 attendee "Speakers were very engaging." - 2018 attendee

"I thought the symposium was great!" - 2017 attendee

"All sessions I attended were excellent." - 2017 attendee

"Relevant information that we can use in our day-to-day business." - 2016 attendee

"Relevant topics - different issues than most CPE courses offer." - 2016 attendee

"Knowledgeable speakers, excellent symposium, practical concepts and ideas." - 2015 attendee