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Discover how to keep accounting for investments simple.
This session will cover:
Who should attend?
Meet the presenters:
Michael Richards has held the position of CEO of Richards & Associates, CPAs for over thirty-five years. He joined the firm in 1973 after earning a degree in business administration from the California State University at Los Angeles and becoming a Certified Public Accountant. In addition to managing the day-to-day operations of Richards & Associates, Mike has introduced many new services we now provide for our clients. He is responsible for quality control of all professional services offered by the firm.
Jeremy Calva is the Chief Strategy Officer at America's Christian Credit Union (ACCU) supporting commercial and consumer lending teams. Prior to joining ACCU Jeremy was the President/CEO and founder of PIR Capital LLC a firm focused on providing regulatory compliance and loan putback repurchase strategies for financial institutions and institutional investors. Jeremy also worked for Xceed Credit Union as their VP Finance, WesCorp as VP Investment Operations, and has worked as a consultant for firms such as Disney and Microsoft. Jeremy holds four active certifications including CPA, Certified Treasury Professional, Certified in Financial Forensics and Chartered Forensic Accountant. Jeremy is actively involved in his community as a volunteer and understands the importance of ongoing professional development.
|Program length:||90 Minutes|
|Registration Investment:||Power Learner Passport - (click for details)
$159 for League Member Non-PLP Purchase
$278 for Non-League Members
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Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.
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