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Triangle CFMA February Chapter Meeting
Feb 19, 2025 - 8:00 AM (ET) - MacGregor Downs Country Club; Cary, NC
Hosted by Triangle, Raleigh, NC
About this Event
Join the Triangle CFMA for a breakfast meeting on Feb. 19 featuring a 2025 Economic and Accounting Update with George Lambert of Williams Overman Pierce, LLP and Steve Powers of CLA Wealth Advisors, LLC. Register now to secure your place!
**CPE will be offered for this meeting**
**Please note that the meeting will be held at 8:30 a.m. and is at the St. Andrews Room at MacGregor Downs Country Club (near the tennis courts).**
DATE:
Feb. 19, 2025
Registration opens: 8 a.m.
Presentation: 8:30 a.m.
LOCATION:
St. Andrews Room (near the tennis courts, click here for a map)*
MacGregor Downs Country Club
430 St Andrews Lane
Cary, NC 27511
*Room is located near the tennis courts across from the club house. Turn left into the parking lot before you reach the main club house.
COST:
$30 members / $40 non-members
**First Time Contractor Guest Always Free
Featured Speakers
George Lambert
Williams Overman Pierce, LLP
George began serving as the firm’s Managing Partner on January 1, 2021. Prior to that he served as Partner-In-Charge of the Raleigh office for 12 years. He has also served on the firm’s Executive Committee since 2006. George’s primary focus at Williams Overman Pierce has been helping clients in the construction industry. He is credentialed as a Certified Construction Industry Financial Professional.
George provides accounting, audit, tax, and general business advisory services to closely held businesses, and has served as a qualified expert witness in North Carolina Courts. George has been the speaker multiple times for several construction organizations and has been an instructor of the AICPA’s eight-hour Advanced Construction Issues Course.
George Lambert, Jr. is a 1992 graduate of North Carolina State University, and joined the firm’s Raleigh office in 1993, after working for one year with the North Carolina State Auditor’s Office.
Steve Powers
CLA Wealth Advisors, LLC
Steve joined the CLA family in January of 2020 to lead the Wealth Advisory in NC, GA, SC, and TN. Steve enjoys leading a team that provides a premier wealth management experience. We serve clients in a holistic, spiritually influenced, manner to help clients achieve their individual definition of success. He loves building lasting relationships, built on trust and service.
Steve brings over 30 years of industry experience. The first half of Steve’s career was focused on serving individual clients, earning his CFP designation in 1997. The last 15 years was working with asset management firms, traveling to 47 states to present market and investment related topics to thousands of advisors, wealth management firms and conferences, becoming a Chartered Financial Analyst.