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

OCT

General | Virtual

October 27, 2026

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, staff accountants, consultants, executives and other non-CPA professionals 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.

JUL

Virtual

July 23, 2026

Q3 Quarterly Market Investment Update

Join our Chief Investment Officer, Greg Estes, and Financial Planning Manager, Stephanie Anderson, as we explore market trends and the events impacting them. We’ll cover global updates that could impact your portfolio, government policies making headlines, and financial planning preparedness steps for a world where uncertainty is the new norm.

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Accounting

Advisory

Wealth Management