Wednesday, May 18th, 2022 - social meeting
Social gathering at Stormhouse Brewing in North Palm Beach
Includes tour by the Master Brewer


Tuesday, March 22nd, 2022 - virtual meeting
"IMA Ethics Workshop:  The Slippery Slope of Greed" (2 hours CPE)
Facilitated BY Kathy Rowland, CMA, CPA

Tuesday, January 18th, 2022 - virtual meeting
"2022 Current Tax Developments" (2 hours CPE)
BY Shannon Gugluizza, CPA, & Clinton Freeman, CPA, CLA (CliftonLarsonAllen)


Tuesday, November 16th, 2021 - virtual meeting

"Retirement Income Planning and Understanding the Benefits of Your 401(k)" (2 hours CPE)
BY Justin Jacobs, Financial Advisor, Morgan Stanley

Tuesday, September 21st, 2021 - virtual meeting
"Managing, Hiring and Onboarding Employees Remotely" (2 hours CPE)
BY Cynthia Ortega, MBA, Vice President & Practice Director, Robert Half


Tuesday, March 23rd, 2021 - virtual meeting
"Cyber Attacks" (2 hours CPE)
BY Pat Patterson, President, Corporate Workflow Solutions


Tuesday, January 26th, 2021 - virtual meeting
"2021 Tax Update" (2 hours CPE)
BY CLA (CliftonLarsonAllen) led by Whit Forehand, CPA, Principal

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Message from the President

May 2022-

            Thank you to all who attended our Zoom meeting in March.  I presented the IMA Ethics course, “The Slippery Slope of Greed”. This case study was based on the actual fraud case for Le-Nature’s, Inc.    Read More

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Chapter Meeting Information


Stormhouse Brewing, North Palm Beach

6:00-7:30 pm – Social time and brewery tour




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