CMA/CFM Review
News Notes

Monthly Meetings and Technical Sessions

Upcoming Meetings

Tuesday, Sept. 21, 11:30 a.m. – 1:30

Speaker: Michael Strickland, CEO of Bandit Lights

$13 for Members and $6.50 for Students and First-Time Guests


Thursday, Oct. 21, 8 a.m. to 5 p.m.

CPE Seminar, Part 1

7 CPE Hours



Sven V. Serpinski, C & J Valuation Advisors
Topic: Fair Value (ASC 820) and Purchase Price (ASC 805)

Mike Mollenhour, Mollunhour & Taylor
Topic: You’re a Witness!: Lawsuit Survival Briefing

 Sharon M. Pryse, President and CEO of The Trust Company
Provided By United Way of Greater Knoxville Financial Group dba The LeBlanc Group
Topic: United Way: Good For Knoxville, Good For Business

Drew Grifo, Coventry First
Topic: The Secondary Market for Life Insurance: Current Trends, New Applications 

Bryant Witt, Miller & Martin, PLLC
Topic: Health Care Reform: Top 10 Things Employers Need To Know


Tuesday, Nov. 16, 11:30 a.m. – 1:30 p.m.

Bush Brothers Chairman and CEO Jim Ethier


Thursday, Dec. 2, 8 a.m. – 5 p.m.

CPE Seminar, Part II

7 CPE Hours


690-0096 or 693-4764 to make your reservation.  You can also email to or

  • All meetings held at Rothchild Conference and Catering, 8807 Kingston Pike *


The location of our monthly meetings is Rothchild’s Conference and Catering, located on Kingston Pike. We generally meet on the 3rd Tuesday of every month from September through May.  However, the December and May meetings may be lunch meetings at other locations.

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