Fall, 2025
October 28, 2025
Coaching Skills for CPAs
Joshua Hornick, JD, MA, PCC Director,
Hornick School of Coaching
jh@jhcoaching.com
Coaching is a skill that you use in your profession. Whether you're leading a team, managing client relationships, or developing staff, the ability to bring out the best in people is essential. This interactive session will explore practical approaches to delegating effectively, helping others honor their commitments, and creating conditions where people can do their best work. You'll leave with approaches you can apply immediately in your practice — whether you're coaching staff through challenging projects, helping clients make better decisions, or developing the next generation of leaders in your firm.
November 4, 2025
Perspectives to Help You Advise Family-Owned Companies
Ira Bryck Founder,
UMASS Family Business Center
ira@irabryck.com
Ira Bryck helps leaders grow. He founded (and ran, for 25 years) the UMass Amherst Family Business Center, which provided expert and peer learning workshops, through consulting roundtables. His new work includes coaching business leaders, using personality assessments, mediation, and practical tools.
November 11, 2025
The Balance Sheet of Reputation: How Brand Impacts Business
Meghan Lynch, CEO,
Six-Point Strategy
meghan@sixpointstrategy.com
Learn how reputation and brand positioning function as real business assets, influencing valuation, margins, and exit opportunities. Case studies will highlight how CPAs can guide clients to recognize brand as part of their long-term wealth strategy.
November 18, 2025
Planning is Autobiographical: Tax-Smart and Values-Driven Financial, Estate and Charitable Giving Strategies
Sarah E. Dolven, Esq., Attorney,
Sharp, Heyman, Dolven & Elkins, LLP
sdolven@zshdlaw.com
Vikki Lenhart, CFP, Partner/Managing Director,
Beacon Pointe Advisors
vlenhart@beaconpointe.com
Jenny Papageorge, CAP, Director of Planned Giving,
Cooley Dickinson Hospital
jpapageorge@mgb.org
What happens when you get professional advisors to collaborate together? We help our clients dream what's possible! Using real examples from our work and insights from studies from The Philanthropic Initiative/U.S. Trust and Fidelity Charitable, join us to learn practical tools and strategies to help clients give smarter, align their giving with their values, and keep more of their money working for the people and the causes that matter to them.
November 25, 2025
Annual Tax Update (4 Hours)
Deb Rogers, CPA
deb@rg-cpa.net
Deb, an active member of the Mass Society of CPAs Tax Committee, will speak on current tax updates. She will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
December 2, 2025
TBA
David Thibault, First Vice President, Institutional Banking,
Country Bank
dthibault@countrybank.com
Program details are not available at press time. Sponsored by Country Bank.
Sponsored in part by:
COUNTRY BANK
Country Bank proudly marks a historic milestone, 175 years of dedicated service to its communities. Since its founding in 1850, the Bank has grown from a small local institution into a trusted regional financial leader, now with over $2.0 Billion in assets.
We are committed to providing a high level of personalized customer service and continue to invest in innovated technology and services to meet the needs of our customers.
Coaching Skills for CPAs
Joshua Hornick, JD, MA, PCC Director,
Hornick School of Coaching
jh@jhcoaching.com
Coaching is a skill that you use in your profession. Whether you're leading a team, managing client relationships, or developing staff, the ability to bring out the best in people is essential. This interactive session will explore practical approaches to delegating effectively, helping others honor their commitments, and creating conditions where people can do their best work. You'll leave with approaches you can apply immediately in your practice — whether you're coaching staff through challenging projects, helping clients make better decisions, or developing the next generation of leaders in your firm.
November 4, 2025
Perspectives to Help You Advise Family-Owned Companies
Ira Bryck Founder,
UMASS Family Business Center
ira@irabryck.com
Ira Bryck helps leaders grow. He founded (and ran, for 25 years) the UMass Amherst Family Business Center, which provided expert and peer learning workshops, through consulting roundtables. His new work includes coaching business leaders, using personality assessments, mediation, and practical tools.
November 11, 2025
The Balance Sheet of Reputation: How Brand Impacts Business
Meghan Lynch, CEO,
Six-Point Strategy
meghan@sixpointstrategy.com
Learn how reputation and brand positioning function as real business assets, influencing valuation, margins, and exit opportunities. Case studies will highlight how CPAs can guide clients to recognize brand as part of their long-term wealth strategy.
November 18, 2025
Planning is Autobiographical: Tax-Smart and Values-Driven Financial, Estate and Charitable Giving Strategies
Sarah E. Dolven, Esq., Attorney,
Sharp, Heyman, Dolven & Elkins, LLP
sdolven@zshdlaw.com
Vikki Lenhart, CFP, Partner/Managing Director,
Beacon Pointe Advisors
vlenhart@beaconpointe.com
Jenny Papageorge, CAP, Director of Planned Giving,
Cooley Dickinson Hospital
jpapageorge@mgb.org
What happens when you get professional advisors to collaborate together? We help our clients dream what's possible! Using real examples from our work and insights from studies from The Philanthropic Initiative/U.S. Trust and Fidelity Charitable, join us to learn practical tools and strategies to help clients give smarter, align their giving with their values, and keep more of their money working for the people and the causes that matter to them.
November 25, 2025
Annual Tax Update (4 Hours)
Deb Rogers, CPA
deb@rg-cpa.net
Deb, an active member of the Mass Society of CPAs Tax Committee, will speak on current tax updates. She will lead a high-level discussion and presentation on current tax law developments at both the Federal and State level. The program will begin at 2:00 and end at 6:00 to qualify for 4 hours of CPE credits.
December 2, 2025
TBA
David Thibault, First Vice President, Institutional Banking,
Country Bank
dthibault@countrybank.com
Program details are not available at press time. Sponsored by Country Bank.
Sponsored in part by:
COUNTRY BANK
Country Bank proudly marks a historic milestone, 175 years of dedicated service to its communities. Since its founding in 1850, the Bank has grown from a small local institution into a trusted regional financial leader, now with over $2.0 Billion in assets.
We are committed to providing a high level of personalized customer service and continue to invest in innovated technology and services to meet the needs of our customers.