CPE & Event Calendar

Join MassCPAs on Wednesday May 21st to watch the Red Sox vs. the New York Mets. A pre-game gathering will be held at Fenway Johnnie's from 4:30 -6:30 p.m. This is a members-only event and you can only register four members per transaction. Tickets are limited and in the Right Field Grandstand. 

MassCPAs & FPAs Next Gen Coffee Meet Up for Tax Professionals & Financial PlannersAll are welcome to join MassCPAs and FPAs NexGen for a casual coffee meetup at Tradesman Coffee Shop. We’re brewing up great conversations, new connections, and a chance to bridge the gap between financial planning and tax. Whether you're looking to collaborate, learn, or just chat over caffeine—this is your kind of crowd.

Please join the Massachusetts Society of CPAs, Boston Women in Finance, CFA Society Boston, Fintech Women, Women in ETFs Boston, Women's Initiative of the Massachusetts Financial Planning Association, Women in Investing, Networking & Supporting (WINS), and Women Investing in a Sustainable Economy (WISE) for our spring joint-networking event! We look forward to a delightful evening of cocktails, and networking to kick off the summer season. Registration fee: $50.00 *Registration includes two drink tickets and light hors d'oeuvre will be provided. Strict no walk-in policy for this event. This event is 21+ only. Registration process:Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for a program. To create an account please follow these steps:1. Please create an account2. Once your account has been created, go to the home page and select the event.3. Scroll to the bottom of the page to register yourself.4. Proceed through the ‘cart’ to process your payment.5. You’ll receive an email confirming your payment and registration.

Enjoy a day of golf and networking at Sandy Burr Country Club in Wayland. Play 9-holes with your colleagues, clients, family and/or friends - golfers of all skill levels are welcomed and encouraged. Join us after the tournament for networking followed by lunch and awards in The Clubhouse. This event is a great opportunity to meet new business contacts and bond with co-workers. Proceeds fund the MassCPAs Educational Foundation Scholarships. Register yourself or sign up as a foursome. MassCPAs will assign individual registrants to teams. 8:45am - 9-Hole Outing Begins 10am - Clinic Begins 12pm - Networking 12:30pm - Lunch & Award New to golf or looking to brush up on your skills? Attend the Golf Clinic from 10:00 a.m. - 12:00 p.m. then enjoy lunch and networking with the tournament players. Register for the Clinic here!

Get an introduction to the game of golf! This two-hour group lesson will help you become more comfortable with golf, both as a sport and as a business tool. A professional instructor will show you how to swing, chip and putt in a non-intimidating, fun environment. If you need to tune up your game, are a beginner or have never played, this group lesson will help you play your best. You'll leave the clinic with more understanding and a better swing, and join the tournament players for lunch in The Clubhouse. 8:45am - 9-Hole Outing Begins10am - Clinic Begins12pm - Networking 12:30pm - Lunch & Awards

Tips for a Perfect Pitch and Flawless Feedback In partnership with CFA Society Boston, join us for a unique, interactive event designed to help you craft and perfect your professional elevator pitch. Whether you are job hunting, networking or building your personal brand, your pitch is your first impression—make it count!As an attendee, you’ll have the opportunity to: Deliver your elevator pitch to a seasoned professional Receive actionable, real-time feedback Refine and test your revised pitch with a new expert—up to 3 or 4 rounds Walk away with a sharper, more confident pitch and valuable insight into how you’re perceived by industry professionals. Schedule: 5:00–5:30 p.m. Registration 5:30–6:30 p.m. Elevator Pitch Sessions 6:30–7:30 p.m. Networking   Kathleen Burns KingsburyKathleen Burns Kingsbury isn’t your average money mindset coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 19 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.Recognized by The New York Times, The Wall Street Journal, and others, Kathleen is the author of several books on wealth psychology and financial communication. The second edition of her latest book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, was published on January 14, 2025.And she’s not all business—when she’s not trailblazing the field of women and wealth, she’s conquering ski slopes and exploring the great outdoors in Vermont, living life to the fullest.For more information, visit KBKWealthConnection.com.   Suzanne Norman, CIMASuzanne is a certified coach, speaker, financial literacy expert and lives by the motto, “Scientia potentia est” – knowledge is power. And when we have self-knowledge – who we are and what we want – we are much more likely to get it. She discovered through coaching how to listen to her inner voice, one that directed her towards a new chapter in her life devoted to empowering women. Instead of calling this her retirement, she calls this her “rewirement.” Suzanne’s “Whealthy Woman” series was developed from her commitment to help strengthen the financial lives of women. With over three decades as a consultant and leader in the investment management industry, she learned many best practices to help women, and their male allies attain strong financial skills. Her core belief- women are only truly empowered when they have confidence and competence in this aspect of their lives. Suzanne’s consulting work includes roles as an Education Fellow for the Retirement Income Institute, a Senior Education Advisor for the Alliance for Lifetime Income (501c6), and as an Advisor for the Grossman School of Business Women in Leadership Program at the University of Vermont. Suzanne holds a BA in Psychology and is a Certified Professional Co-Active Coach (CPCC) and Positive Intelligence Coach®. She also holds a Certificate in Women in Leadership and is a Certified Investment Management Analyst® (CIMA®). To greater serve her community, Suzanne serves on the Boards of several Boston-based nonprofit organizations. She is Co-Chair of CFA Society Boston’s Financial Literacy Initiative and an active volunteer with Up With Women, the Anaya Tipnis Foundation, and Mass General Brigham hospital. When she’s not helping clients with their mental fitness and financial well-being, she enjoys pursuing her love of travel (closing in on 50 countries!), the outdoors, photography, and her vacation home on Cape Cod.  

MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect experienced professionals from across industries to help spark new leads and expand your business, while you enjoy delicious cocktails and snacks at Stillwater in Downtown Boston. All registrants must be a member in good standing with at least one of the co-hosts of the event. Not sure if you’re a member, but interested in attending? Please reach out to Jill Foley at jfoley@masscpas.org. Don’t miss out on this opportunity to make new contacts, grow your business and have some fun!   

Bring a colleague or client and join us on June 25 for an unforgettable experience as the New England Revolution faces off against Nashville SC! Be part of an exclusive, behind-the-scenes tour of Gillette Stadium, starting with a photo opportunity on the field and a visit to the iconic lighthouse.   Tickets include: Behind-the-scenes tour of Gillette Stadium Complimentary dinner buffet and drinks at the pregame reception Club seat ticket to the game Don't miss out on this incredible opportunity to immerse yourself in the excitement of Major League Soccer while enjoying VIP access and networking opportunities. Reserve your spot today!   Schedule 5:30–7:30 p.m. Networking reception and buffet (stadium/lighthouse tours) 7:30 p.m. Kickoff

Get ready for an unforgettable night of baseball, bites and business connections! Join MassCPAs on Tuesday, September 17, at Polar Park in Worcester  for Membership Night at the WooSox. Kick off the evening with networking and a delicious dinner buffet, then catch all the action from our exclusive spot in the Shaw’s Visitor Bullpen Terrace.   Your ticket includes: Access to the pre-game dinner and networking reception 2 drinks on us Game tickets with premium views from the Shaw’s Visitor Bullpen Terrace Come for the connections, stay for the excitement—and let’s cheer on the Red Sox Triple-A Affiliated WooSox together!