Events

Insights Worth Blocking Your Calendar For

Councilor events live at the intersection of technical depth and practical strategy, informed by the latest regulatory changes and lessons learned in the field.

Where Strategy Meets Real-World Practice

Join us for an event, leave with expert insight and actionable takeaways made for business leaders, finance teams, board members, and industry specialists.

Upcoming Events

MAY

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May 18, 2027

CNAP Training Program

Advance your career and strengthen your nonprofit financial expertise by earning your Certified Nonprofit Accounting Professional (CNAP) certification. This virtual two-day training and exam-based training program provides not-for-profit bookkeepers, accountants, consultants and executives with the rigorous professional development they need to be effective financial managers for their not-for-profit employers or clients. Upon completion of the program, eligible participants can apply to receive approximately 8-12 Continuing Professional Education (CPE) credits.

NOV

Register | Virtual

November 12, 2026

Year End Market Update and Tax Planning

Join Councilor Wealth’s Chief Investment Officer, Greg Estes, and Councilor’s Director of Tax, Richard Morris, as we wrap up the financial year. This annual year-end webinar dives into the economic landscape ending 2026 and the beginning of 2027, including earnings growth and recent changes to tax legislation.

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Accounting

Advisory

Wealth Management