2025 Year-End CPE Seminar

Please plan to join the Rubel School of Business Accounting Program for the 2025 Year-End CPE event. Insights on developments that may have an impact on your organization will be provided in areas including financial reporting, federal and state tax changes, economic updates, and so much more. The event will also include an ethics session.

Date: Monday, December 15, 2025

Time: Registration 7:30 am.

Program 8:30 am - 5:00 pm.

Location: Bellarmine University, Frazier Hall - 2001 Newburg Road, Louisville, KY 40205 (FREE PARKING)

PROGRAM

• 8:30 – 10:00am. 2025 Tax Policy Update (EY)
• 10:00-10:15 am. Coffee Break
• 10:15 – 11:30 am. Technical Accounting Update (EY)
• 11:45 am-12:45 pm. Lunch– “Guide to the Markets” Brandon Ritter, Executive Director, JP Morgan Asset Management. Hosted by Matt Kuerzi, Keith Norris, Frank Thompson, and Jonathan Slevin from Morgan Stanley
• 1:00 – 2:05pm. Tax Strategies Jonathan Smith, CFP, CPA, CRPC, APMA Encore Wealth Management Group. A private wealth advisory practice of Ameriprise Financial Services, LLC.
• 2:05 – 2:10pm. Break
• 2:10 – 4:10pm. Ethics Breakout - Scott Williams, Audit Manager, Cherry Bekaert Advisory, LLC. Keith Richardson, Professor Emeritus, Bellarmine University
• 2:10 – 4:10pm. Forensics Breakout - Jarrad Roby, Special Agent, IRS Criminal Investigation. James Taylor, Special Agent, IRS Criminal Investigation
• 2:10- 4:10 pm. AI Breakout - Steve Daly, SVP Solutions, Global Digital Transformation New Era Technology
• 4:30 - 6pm. Cocktail Hour – Appetizers and Drinks

Pass this information on to your team, colleagues, and any other business professionals who may be interested in attending. The net proceeds of this event go to Bellarmine University Accounting students in the form of scholarship funds handed out during the Accounting Alumni Event.

The seminar includes breakfast, lunch, and appetizers/cocktails.

Accounting Faculty : Alisha M. Harper, Robert J. Eger, Brittnie Eiden, and Drew Hamilton

Event Venue & Nearby Stays

Frazier Hall - Bellarmine University, 2001 Newburg Road, Louisville, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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