John Baker Welch
CPE University Series™
Continuing Professional Education Seminars
Sponsored by William Blair
Fall 2017


All seminars are 2 credit hours and in Room 4614 unless otherwise noted. Check in with the William Blair Welcome Desk at our Chicago office at 150 North Riverside Plaza. Lunch will be served. Please respond using the links below. Space is limited. Contact Anthony Faut at +1 312 364 8434 with questions.



September 20, 2017 - 11:30 a.m.
Export Sales Tax Update
Guest Speaker: David Henderson, JD, CPA
Duggan Bertsch, LLC

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October 4, 2017 - 11:30 a.m.
401K University (21 credit hours)
Guest Speaker: Jessica Johanson, Regional Director
John Hancock Retirement Plan Services

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October 25, 2017 - 11:30 a.m.
Three Keys for High Quality Referrals
Guest Speaker: Matt Anderson, Founder
The Referrals Academy

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November 15, 2017 - 11:30 a.m.
Protecting your Practice (Room 3945)
Guest Speaker: Alan Dolinko, JD
Robinson, Curley & Clayton, P.C.

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November 29, 2017 - 11:30 a.m.
Health Care Reform Update
Guest Speaker: Marcus Newman, RHU, CBC
GCG Financial, LLC

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December 13, 2017 - 11:30 a.m.
Cybersecurity
Guest Speaker: John Campbell, JD
Schenk Annes Tepper Campbell Ltd.

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