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2021 Professional Advisor Symposium - Pittsburgh

Thursday, Oct. 21, 2021 • 11:30 am to 6:00 pm

Continuing education for accounting, financial and insurance professionals.

The Duquesne Club
325 Sixth Avenue, Pittsburgh, PA 15222

Please note: We may implement COVID-related protocols, depending on CDC and/or Pennsylvania mandates and recommendations. We will communicate to registered attendees via email and appreciate your cooperation.

Continuing Education: The sessions of this event are all approved for credit for CPAs (PA, NY and OH), CFPs, CTFAs, the PA Insurance designation, CIMA®/CPWA®/CIMC®/RMA®, and PA & OH CLE. Full credit information can be found in the document below.


11:30am - Registration

11:45am - Lunch

12:00pm - Welcome

12:15pm - KEYNOTE: Mega Trends: 2020 and Beyond, presented by James C. Bly Jr., Managing Director & National Practice Leader, Family Enterprise Business Services, Ernst & Young LLP

1:30pm - 3:45pm BREAKOUT SESSIONS (see agenda)

4:00pm - 25 Legal Tips in 50 Minutes: An Experiment in Brevity (see more details on agenda)

5:00pm - Cocktail Reception

Full agenda linked below.

COST: $75

Online payment (or check payment) accepted upon registration.

Oct. 15th update: RSVPs will only be accepted until Monday, October 18 at 11:00am EST. TO RSVP, please reach out to Sarah at sholland@kmgslaw.com.

Questions? Contact Sarah Holland at 814-459-2800.

What People Are Saying

"Very informative and organized. Interesting topics that pertain to my profession." - 2019 CPA attendee

"Speakers not only explain topics, but also provide advice on how to handle issues in daily practice." - 2019 attendee

"Very informative - timely and helpful topics covered." - 2019 attendee
"Good variety of topics. Well run. Sessions ran on time." - 2019 attendee

"Speakers were very engaging." - 2018 attendee
"I thought the symposium was great!" - 2017 attendee
"All sessions I attended were excellent." - 2017 attendee
"Relevant information that we can use in our day-to-day business." - 2016 attendee
"Relevant topics - different issues than most CPE courses offer." - 2016 attendee
"Knowledgeable speakers, excellent symposium, practical concepts and ideas." - 2015 attendee

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