October 27, 2020
11:30 - 1:00
USE THIS LINK
Topic: PPP Loans
Speakers: Tim Geppert, CPA, CFO Advisor - Vaco & Leticia C. Mond, CPA
Description: This presentation will provide and update on PPP Loan programs and the forgiveness application process.
Gain and understanding of:
- Forgiveness process, including forms and communication with banks
- Required Documentation
- Record retention requirements
Since joining Vaco (formerly Aventine Hill) in 2012, Tim has focused his practice on small to midsize construction companies. This includes General Contractors, concrete, masonry, interior, electrical, mechanical, telecom, utility, flooring and other specialty contractors. Services include Fractional CFO or Controller, family mediation, buy/sell transactions, exit planning, CPA year-end preparations, special projects, financial analysis, productivity/profitability improvement and quarterly financial statement review.In over 30 years as CFO and Chief Administrative Officer, Tim managed the IT, HR, legal, insurance, project controls, field office, travel, state licensing, tax and administration departments. Tim was directly responsible for and involved in international projects in Surinam, Colombia, Jamaica, St. Croix, Australia, UK , France, Mexico, Brazil and other locations.
Tim Geppert, CPA, CFO Advisor - Vaco
Leticia C. Mond, CPA
Leticia worked at Zachry Corporation for over 20 years, most recently as Vice-President and Treasurer. Her experience includes cash management / cash projections, lead investment committee / manage investments for all operations. Preparation of federal tax returns, state tax returns, pre-qualification, property / sales tax returns and processes.
CONTINUING EDUCATION INFORMATION
* CPE Credit: 1 hour
* Prerequisite: None
* Course Level: Basic
* Advanced Preparation: None