PKF O'Connor Davies Accountants and Advisors
PKF O'Connor Davies Accountants and Advisors

Events & Webinars

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2026 NJSBA Mid-Year Meeting

Keith Balla will present at the NJSBA 2026 Mid-Year Meeting in Lisbon, Portugal, exploring strategies to protect intellectual property and separate assets while addressing estate, gift and income tax considerations.

Doing Business in America

Join PKF O’Connor Davies on October 22nd for a webinar on the tax implications of setting up and growing a business in America from the UK.

3rd Annual Private Business Owners Succession Academy – Session 1: Preparing for a Successful Transition

Explore the foundational steps to a successful business transition, from assessing owner readiness and building a transferable business to evaluating the succession path that best fits your goals.

2026 Broker-Dealer Symposium

The broker-dealer industry is entering a period of significant transformation. Join us for an exclusive symposium examining these developments and what they mean for your business.

CT Community Nonprofit Alliance 2026 Annual Nonprofit Conference

Jennifer Bull and Julia Eisenhaur will be exhibiting at the 2026 Annual Nonprofit Conference by the CT Community Nonprofit Alliance on Tuesday, October 27th held at the CT Convention Center in Hartford, Connecticut. 

CAHCF/CCAL 38th Educational Conference & Tradeshow

Julia Eisenhaur will be exhibiting at the CAHCF/CCAL 38th Educational Conference & Tradeshow on Wednesday, November 4 at Aria Banquet Hall in Prospect, CT.

2026 ROG + Growth & Ownership Strategies Conference

David M. Sullivan, Jr. will be speaking in Breakout Session 1, 2026 Tax Legislation Update and Year-end Planning Strategies for Your Firm at the Growth & Ownership Strategies Conference on Thursday, November 5th from 3:00 p.m. – 4:00 p.m. at The Ritz-Carlton Naples, Tiburón in Naples, FL.

Live Webinar: 2026 Not-for-Profit Executive Forum

Join our 2026 Not-for-Profit Executive Forum, a focused discussion of legal, tax and financial developments most relevant to today’s not-for-profit organizations.

GWSCPA 2026 Nonprofit Symposium

Alexander K. Buchholz will virtually present “Common Errors in Financial Statements” at the Greater Washington Society of CPA’s 2026 Nonprofit Symposiumon Thursday, November 5th from 1:00 to 1:50 p.m.

EO Baltimore Webinar: Start-Up to Growth: Building a Resilient Financial Foundation

Roman Matatov will present in EO Baltimore’s “Start-Up to Growth: Building a Resilient Financial Foundation” webinar, sharing practical strategies for financial reporting, accounting systems, cash flow and tax compliance.

Consumer Goods Forum (Boston)

Join PKF O’Connor Davies and industry leaders for practical insights on M&A, employee stock ownership plans (ESOPs), tariffs and AI to help position your organization for sustained growth and a successful future transition.

3rd Annual Private Business Owners Succession Academy – Session 2: From Strategy to Implementation

Join our webinar and turn your succession strategy into action with guidance on timelines, tax, legal, estate-planning, financing and communication considerations for a successful transition.