2023 Market Outlook and Financial Market Update
Important Announcement: McDevitt & Kline, LLC (www.ceworkshops.com) merged with the Accountant-Lawyer Alliance (ALA) in 2022. If you were a McDevitt & Kline customer, nothing has changed other than logging into the ALA website to register for classes if you opt for an annual ALA membership. Alternatively, you can purchase courses a la carte on the ALA website as you have in the past (at the same prices) with McDevitt & Kline, LLC. Please email us with questions are memberservices@alacommunity.org or carla.kline@ceworkshops.com.
2023 Market Outlook and Financial Market Update
AGENDA:
11:00 AM to 12:00 PM – Check In & Lunch (Included)
12:00 PM to 4:15 PM – 4 Free CPE/CLE Credits
— 2023 Market Outlook and Financial Market Update, Presented by Tompkins Financial Advisors and William Kline, Ph.D., CFA
4:15 PM to 6:15 PM – Networking & Happy Hour (Included)
Sponsored By: 
Please join us for a financial presentation full of important information for investors and their advisors. Whether you are an attorney providing incidental financial advice to a client or a CPA engaged in financial planning services, this presentation will bring you up to speed on where the U.S. economy stands, current valuation metrics for publicly traded securities, and other financial trends.
We're pleased to announce a special presentation to begin our program: Market Outlook for 2023, Presented by Tompkins Financial Advisors.
Learning Objectives:
- Review current economic indicators and market indices
- Examine fundamental drivers of economic performance
- Explore current topics in finance
- Discuss potential investment strategies and investment opportunities
| When: |
Friday, February 24th, 2023. 12:00 PM to 4:15 PM EST |
| Where: |
Cedarbrook Country Club, 180 Penllyn Pike, Blue Bell, PA 19422 |
| Speaker: |
Tompkins Financial Advisors and William Kline, Ph.D., CFA |
| CPE Credits: |
4 Economics CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Review: |
February 1st, 2023 |
| Delivery Method: |
Group Live
|
The Presenters:
William Kline, Ph.D., CFA is an Associate Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He has received four awards for teaching excellence including the Beta Gamma Sigma Professor of the Year Award (PSU – Harrisburg), the Dean’s Award for Faculty Excellence and Stanley Fuchs Award (Fordham University), and the Award for Excellence in Teaching by a Doctoral Candidate (Temple University).
Dr. Kline’s primary research interests include strategic decision-making and executive compensation. He has been published in 9 peer-reviewed journals including the Academy of Management Perspectives, the Journal of International Management, and the Journal of Strategy & Management.
Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.
About Tompkins Community Bank
If local decision-making, best-in-class service, and knowledgeable financial expertise coupled with a broad range of products and services are what you’re looking for, please get in touch with Scott Stimson at Tompkins at 215-264-9022. Scott will ensure you are partnered with the right team to help you achieve your goals. We are proud sponsors of the ALA.
Find us at www.Tompkinsbank.com or on LinkedIn at Tompkins Community Bank.
About CPE/CLE:
* The ALA issues CLE credits through its partnership with McDevitt and Kline LLC, an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota. However, please review the specific rules and requirements in your state. Please contact member services with any questions at memberservices@alacommunity.org.
Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
