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Meeting Title:
A Fiduciary's Guide to Hiring Forensic Accountants

Meeting Description:
Who qualifies as a forensic accountant? When should a fiduciary hire a forensic accountant? Brian A. Sullivan, CPA/ABV of Sullivan & Company will lead this discussion on best practices for fiduciaries when it comes to forensic accountants.

Please register by NOON on Thursday, August 17 as we cannot guarantee room for walk-ins (limited to 30 attendees). Our agenda is as follows: 11:30am - 11:50am, registration, networking, placement of lunch orders; 11:50-12pm sponsor remarks; 12pm-1pm, speaker presentation; 1-1:30pm, San Mateo PFAC chapter business meeting (fiduciaries and aspiring fiduciaries only). Don't forget to bring your check for $35 payable to PFAC (we do not take credit cards).

Speakers Name:
Brian A. Sullivan, CPA/ABV

CEU:
Estate: 1.0

Date
Friday, August 18, 2023

Time
11:30AM - 1:30PM

Venue Name
Hobee's
1101 Shoreway Road
Belmont, California 94002

PFAC Members Only:
No

Meeting Price:
Members: $35
Non-Members: $35
Student: $35

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes

Food and Menu Details:
There will be a set menu and a vegetarian option will be available.  
See menu board in back of room for ordering.

Conact Brad Kuechler for more info:
[email protected]

THANK YOU TO OUR SPONSORS:
Jackie and Richard Schoelerman
Schoelerman Real Estate