Events

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2017 Keiter Fall CPE Seminar

Thursday, October 26, 2017
University of Richmond | Jepson Alumni Center | Robins Pavilion

AGENDA

  • 7:45 - 8:30am: Registration and Light Breakfast
  • 8:30 - 10:30am: Ethics-Your License Depends on It | Presented by Jim Cole, VSCPA
  • Break
  • 10:30 - 11:30am: Tax Update
  • 11:30am - 12:30pm:  Accounting and Audit Update
Register Here

 

Knowledge Sharing: 2017 Trends in Sales & Use Tax

Tuesday, October 17, 2017
Keiter | 4401 Dominion Blvd., Glen Allen, VA

Please join us for an update on sales and use tax compliance/audit issues as well as current trends for businesses operating in a multistate environment. The topics to be covered will be applicable regardless of the nature of your business and there will be a Q&A session at the end.

Breakfast will be provided.

AGENDA

  • 8:00 a.m. – 8:30 a.m. — Registration/Breakfast
  • 8:30 a.m. – 9:30 a.m. — Sales & Use Tax Trends Update

*Guests will receive 1 CPE credit hour for attending.

Register Here

 

Knowledge Sharing: Not-for-Profit Update

Wednesday, November 29, 2017
Keiter | 4401 Dominion Blvd., Glen Allen, VA

Please join us for a not-for-profit update where we will discuss industry updates as well as understanding the Form 990.

Breakfast will be provided.

AGENDA

  • 8:00 a.m. – 8:30 a.m. — Registration/Breakfast
  • 8:30 a.m. – 9:30 a.m. — Not-for-Profit Update

*Guests will receive 1 CPE credit hour for attending.

Register Here

Past Events

Understanding and Accounting for Non-Cash Transactions

Thursday, May 25, 2017

Please join us for a not-for-profit update where we will discuss understanding and accounting for non-cash transactions. In-kind contributions, pledges receivable, split-interest agreements, and beneficial interest in trusts are areas of confusion for many in the not-for-profit sector. This presentation will cover areas of non-cash transaction complexities and will offer direction for accounting staff and executives when dealing with these areas.

Breakfast will be provided. We hope to see you there!

Register here.

AGENDA

8:00 a.m. – 8:30 a.m. — Registration/Breakfast

8:30 a.m. – 9:30 a.m. — Not-for-Profit Presentation

*Guests will receive 1 CPE credit hour for attending.


 

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Financing and Growth Considerations in the Emerging Craft Beverage Space

Monday, June 5, 2017

Join us at  where we will discuss financing and growth considerations in the emerging craft beverage space. Panelists will share their startup phase insights, discuss their  process they had taken to acquire capital, share the biggest hurdles they have faced in the emerging craft beverage space, and then discuss the financial model and considerations when selecting a large distributor vs. creating your own distribution entity.

Our panelists will include:

Will Correll | Buskey Cider

Dustin Durrance | Veil Brewing Company

Scott Roth | Three Notch'd Brewing

Patrick Murtaugh | Hardywood

AGENDA

5:00 p.m. — Registration
5:30 p.m. — Entrepreneurs Panel
6:15 p.m. — Networking Happy Hour

Corporate leaders of startup and emerging growth companies, and their investors, are encouraged to attend.
Please note: Due to the nature of the discussion and limited seating, other Service Providers will be limited to one representative per company.

 

Keiter Tax Accounting Richmond

State and Local Taxes - Trends for 2017

May 2, 2017

Please join us from 8:00 a.m. to 9:30 a.m. for breakfast and an update on state and local tax trends of interest, including how states change their laws to address sales into the state by out-of-state business with little to no physical presence in the states. This is particularly for businesses currently operating in or seeking to expand into multiple states.

AGENDA

8:00 a.m. – 8:30 a.m. — Registration and Breakfast

8:30 a.m. – 9:30 a.m. — State and Local Taxes: Trends for 2017

*1 CPE credit hour will be given for each session attended.


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Your business has passed the start-up phase… now it’s time to focus on growth.

We are dedicated to sharing our accounting knowledge and insights to help you shape the success of your business.

Join us on November 30, 2016 at The Frontier Project where we will hear from a panel of experienced entrepreneurs on the topic of issues faced by early stage companies in building a management team to meet future financing needs. Each panelist will discuss the process they have taken to find, select, and incent management teams, and the relationship between management’s growth projections, the timing of venture funding and the building of their company’s infrastructure.

The entrepreneur panel will include: Nuno Valentine from Iggbo, Mark Rauch from Better Med, and Boomer Muth from West Creek Financial.

AGENDA

8:00am — Registration and Breakfast
8:30am — Entrepreneurs Panel

Panelists:
Nuno Valentine | Iggbo
Mark Rauch | Better Med
Boomer Muth | West Creek Financial
Moderator: Carroll Hurst | Keiter

Corporate leaders of startup and emerging growth companies, and their investors, are encouraged to attend. Seating is limited to 60 attendees.


Keiter's 2016 Fall Knowledge Sharing Seminar Series

Not-for-Profit Update

November 10, 2016
Please join us for a not-for-profit luncheon from 11:30 a.m. to 1:00 p.m. where we will share the latest developments in accounting, focused primarily on Accounting Standards Update No. 2016-14, "Not-For-Profit Entities (Topic 958):  Presentation of Financial Statements of Not-For-Profit Entities", and tax developments impacting not-for-profit organizations.

Retirement Plan Update (ERISA)

November 15, 2016
Please join us from 8:00 to 9:30 a.m. for breakfast and discussion of fraud and employee benefit plans and internal control and safeguarding plan assets. SageView Advisory Group will be sharing best practices in light of a recent retirement plan litigation.

*1 CPE credit hour will be given for each session attended.


2016 Keiter Fall Seminar

Thursday, October 27, 2016, 8:30am - 12:30pm
University of Richmond | Jepson Alumni Center | Robins Pavilion

AGENDA

  • 7:45 - 8:30am: Registration and Light Breakfast
  • 8:30 - 10:30am: Ethics-Your License Depends on It | Presented by Jim Cole, VSCPA
  • 10:30 - 11:30am: Tax Update with a little SALT | Presented by Jen Flinchum, Tax Partner and Terry Barrett, Tax Senior Manager
  • 11:30am - 12:30pm:  Accounting and Audit Update | Presented by Chris Wallace, Audit Partner and Andrew Sledd, Audit Senior Manager

 

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Your business has passed the start-up phase… now it’s time to focus on growth.

Thursday, June 2, 2016

Local entrepreneurs shared their insights on their venture capital raise experience.

AGENDA

4:00pm — Registration & Networking
4:30pm — Experienced Entrepreneurs Panel
5:30pm — Networking Reception

Panelists

  • Avrum Elmakis | Best Bully Sticks
    Peter Garahan | Decisiv
    Austin Harris | Health Warrior
  • Carroll Hurst | Keiter Tax Partner, Mergers & Acquisitions Team Leader

Tuesday, November 10, 2015

Join us to hear from leading venture capital firms focusing on early stage and later stage business financing.  Get your most pressing questions answered related to available financing and more.

AGENDA

4:45pm - Registration
5:15pm - Welcome / Introduction
5:30pm - Early Stage Venture Capital Panel [Moderated by Todd Nuckols, Director, Lighthouse Labs]
6:15pm - Later Stage Venture Capital Panel [Moderated by Carroll Hurst, Partner, Keiter]
7:00pm - Networking Reception

Early Stage Panelists

Eva Doss - The Launch Place
Paul Nolde - New Richmond Ventures
John Paris - 757 Angels/Williams Mullen
Todd Nuckols, Moderator - Lighthouse Labs

Later Stage Panelists

Gary Golding - Edison Partners
Wayne Hunter - Harbert Ventures
Justin Nadile - New Spring Capital
Carroll Hurst, Moderator - Keiter

Location

The Virginia War Memorial 621 S. Belvidere Street

Who Should Attend?

Corporate leaders of startup and emerging growth companies and their investors are encouraged to
attend.


2015 Keiter Fall Seminar

Wednesday, October 28, 2015

University of Richmond | Jepson Alumni Center | Robins Pavilion

AGENDA

  • 8:00am - 8:45am | Registration, Light Breakfast and Networking
  • 8:45am - 10:25am | 2015 Professional Ethics-Your License Depends on It
  • 10:30am - 12:15pm | Business Succession Planning

“Don’t throw your business under the bus if you get hit by one”

Mike Gracik, Keiter managing partner, shared his experience and insights on effective succession planning.   Bio 

“You can avoid getting hit by the bus, but you can’t avoid taxes”
Jen Flinchum, Keiter tax partner and tax team leader, returned with a high energy presentation focusing on business succession tax strategies, planning and considerations. Bio 

1:00pm - 2:00pm | 2015 Accounting & Auditing UpdateLeaders in our Business Assurance & Advisory Services group presented an update on accounting and auditing changes and developments.
Presenter Bios 

2:00pm - 3:00pm | 2015 State and Local Tax UpdateTerry Barrett, Keiter senior tax manager, presented on state and local tax changes and opportunities that may impact you and your business.
Bio 

3:00pm - 4:00pm | Not-for-Profit: Update and InsightsRichard Lewis, Business Assurance & Advisory Services partner and Not-for-Profit team leader presented an update on accounting changes relevant to not-for-profit organizations.
Bio 


EmergingRVA: A Business Growth Seminar

  • Summer - June 24, 2015
    Entrepreneurs Panel Discussion and Happy Hour  featuring: Ledbury, CarLotz, and Drive Factor!
    5:oopm - 7:30pm | PadillaCRT | 101 West Commerce Street, RVA
  • November 12, 2014
    8:30 am - 1:00pm
    The Westin Richmond