Events

Berntson Porter’s events are for the benefit of current and future clients, CEOs and other C-level executives.

Events are centered on the issues and opportunities business owners and high-net worth individuals find relevant. We bring together experts on leading edge business and financial topics focusing on privately held companies. Events are complimentary to guests of Berntson Porter & Company.

We are continuously adding events, please check back for updates to this year’s lineup.

2018 Wealth Management Summit

Thursday, November 15, 2018 01:00 PM - 05:30 PM
Hyatt Regency Bellevue 900 Bellevue Way NE, Bellevue, WA 98004
2018 Wealth Management Summit

Berntson Porter, UBS Private Wealth Management and AssuredPartners MCM, bring you our annual Wealth Management Summit, the Puget Sound region’s premier wealth planning event.

The Summit will feature renowned speakers to help guide you in today’s uncertain political and economic climate. You will hear from economists, money managers, tax specialists, experts on trends in navigating healthcare for the future, and a distinguished political commentator from Washington DC.

Watch highlights from the 2017 Wealth Management Summit.

Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Tuesday, November 27, 2018 08:30 AM - 11:30 AM
11100 NE 8th St Suite 400, Bellevue, WA 98004
Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Are you ready for year-end? In this interactive session our Accounting Support & Bookkeeping Services team will prepare you for year-end activity. You’ll be ready to issue 1099s to your vendors, get QuickBooks tips and updates, and much more!

 

Applying the New Revenue Recognition Standard for Distributors and Manufacturers

Thursday, December 6, 2018 08:00 AM - 09:30 AM
Berntson Porter, 11100 NE 8th St Ste 400, Bellevue, WA 98004
Applying the New Revenue Recognition Standard for Distributors and Manufacturers

Are you up to speed on ASU 2014-9 Revenue From Contracts With Customers? Learn from our experts what you should know now on the new revenue recognition standard requirements before they take effect.

Our team will share with you the new 5 step model of revenue recognition including the application of the new standard and its anticipated impact on the distribution and manufacturing industries.

The class will include:
• Highlights of the new standard
• Real-world examples
• Unique considerations for distributors and manufacturers

 

 

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