Upcoming Events

Looking to get involved in our financial literacy and community outreach efforts? Here’s a list of upcoming events. Don’t see something in your area? Check back often or, better yet, volunteer to help us bring our services to your neighborhood.

National Association of Black Accountants – RTP Chapter
Durham, NC
March 22; 10:00 -11:00 am
Topics: Investing, Managing Credit and Debt, or Saving
Audience: Between 7 and 15 members

Broughton High School’s Financial Literacy Week
Raleigh, NC
March 24 – 28; Various Times
To see the available dates/times, please click on this link.

Alliance One International Inc.
Morrisville, NC
Wednesday, April 2; 12:00 - 1:00 pm
Topic: General tax information for their employees (filing basics, exemptions, deductions, recent tax law changes, etc.)
Audience: Middle management

Greenville Kiwanis
Greenville, NC
May 19; Lunch begins at 12:00; the presentation begins at 1:00 (total presentation time: 25 minutes)
Audience: Small Business Owners, Attorneys, Dentists, CPAs, Local Gov't (mayor, sheriff, county manager, PCC, GUC, etc.), Retired, Bankers, Large Construction Contractors, etc.

Sampson High School Alumni Association (SHSAA)
Clinton, NC
Saturday, April 12; Time TBD
The SHSAA is an African-American High School Alumni Association whose main mission is to distribute scholarships to needy youth and provide affordable housing to those who need it.
Topic: The SHSAA would like a speaker to address “How to Use and Choose a CPA” and basic information on how a non-profit should set up its financial bookkeeping.
Audience: Members of organization; ages range from mid-20s to 80s

2008 Financial Literacy on the Gulf Coast

For more information about these and other financial literacy events, contact Lorrie Leonhardt.



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Upcoming Events Looking to get involved in our financial literacy and community outreach efforts? Here’s a list of upcoming events. Don’t see something in your area? Check back often or, better yet, volunteer to help us bring our services to your neighborhood. National Association of Black Accountants – RTP Chapter Durham, NC March 22; 10:00 -11:00 am Topics: Investing, Managing Credit and Debt, or Saving Audience: Between 7 and 15 members Broughton High School’s Financial Literacy Week Raleigh, NC March 24 – 28; Various Times To see the available dates/times, please click on this link. Alliance One International Inc. Morrisville, NC Wednesday, April 2; 12:00 - 1:00 pm Topic: General tax information for their employees (filing basics, exemptions, deductions, recent tax law changes, etc.) Audience: Middle management Greenville Kiwanis Greenville, NC May 19; Lunch begins at 12:00; the presentation begins at 1:00 (total presentation time: 25 minutes) Audience: Small Business Owners, Attorneys, Dentists, CPAs, Local Gov't (mayor, sheriff, county manager, PCC, GUC, etc.), Retired, Bankers, Large Construction Contractors, etc. Sampson High School Alumni Association (SHSAA) Clinton, NC Saturday, April 12; Time TBD The SHSAA is an African-American High School Alumni Association whose main mission is to distribute scholarships to needy youth and provide affordable housing to those who need it. Topic: The SHSAA would like a speaker to address “How to Use and Choose a CPA” and basic information on how a non-profit should set up its financial bookkeeping. Audience: Members of organization; ages range from mid-20s to 80s 2008 Financial Literacy on the Gulf Coast For more information about these and other financial literacy events, contact Lorrie Leonhardt. Additional information: Need a Speaker for an Upcoming Event Who Are Our North Carolina Ambassadors? What is the CPA Ambassador Program? Upcoming Ambassador Programs