Phyllis Bernstein is often called upon to speak at conferences and seminars throughout the country. Her firm is built on a foundation of educating clients. To that end, Phyllis is eager to share her knowledge of regulatory, compliance, and practice management issues pertinent to the CPA planners and investment advisers. She has appeared in numerous forums including:
- AICPA 2002 PFP Technical Conference, “Issues and Trends in Regulatory Complaince for Investment Advisors”
- SEC's Roundtable on Investment Advisors
- Investment Management Consultants Assocation Annual Conference
- Institute of Investment Managers National Conference, "Building the Investment Advisory Practice"
- International Association for Financial Planning, New York Chapter, “CPAs Are Financial Planners”
- Several National Regulatory Services Annual Spring Conferences, “Marketing to and Through CPAs and Other Third-Parties”
- All Licensed Independent Network of CPA Financial Planners Annual Conferences
- Various investment adviser and broker-dealer meetings including the annual meeting of TD Waterhouse, National Financial Partners and U.S. Financial Advisors
- Various CPA Continuing Education Programs
Phyllis has authored articles and publications such as those that have appeared in:
- Journal of Accountancy
- Planner, the Bi-monthly newsletter to CPA Planners and CPA/PFS
- The Practicing CPA
- Accounting Today
- BNA Tax Management Financial Planning Journal
- The Tax Adviser
- CPA Magazine
Phyllis co-authored a book on Investment Advisory Relationships: Managing Client Expectations in an Uncertain Market published by the AICPA. Go to www.cpa2biz.com to purchase a copy.
PBC knows that by being on the leading edge, we can provide you with a competitive advantage. That's why we regularly conduct research, host seminars and briefings, and author books and articles on a wide-range of professional issues.
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