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panel discussion

Beyond Paychecks: Best Practices to Retain and Inspire

Your Top Talent

Join us for a free panel discussion that brings together leading experts in accounting, talent, and workforce strategy to unpack the drivers of retention and satisfaction in today’s CPA firms. 
 

Attendees will gain a clearer picture of what keeps top performers committed—and how firm leaders can build environments where people thrive for the long term.

Join Us! 

Register below for this free event. A light Continental breakfast will be served.

 

Tuesday, January 27, 2026 | 8:30 - 10:30 AM
KBST&M Certified Public Accountants and Consultants
307 International Circle, Suite 620
Hunt Valley, Maryland 21030

Map

moderator

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Ira S. Rosenbloom, Chief Operating Executive, Optimum Strategies
Read Ira’s Bio

 

panelists

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Jeff Berman, Managing Partner, KBST&M
Jeff has specialized expertise in small business tax and accounting. He serves clients in various industries, including professional services, real estate, manufacturing, contracting, and mortgage lending. Read more.

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John Evans, Founder, John Evans Recruiting
John Evans Recruiting is a boutique, Baltimore-based recruiting firm focused on the accounting/finance industry. John and his team are experts at recruiting every position from staff accountant through CFO and within practically every industry, including construction, SAAS/tech, healthcare, non-profit, construction, and manufacturing. Read more

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Harold Mohn, Jr., Managing Director - Mid-Atlantic, UHY Advisors
Harold Mohn has over 30 years of experience providing audit, tax, and financial consulting expertise to a wide range of clients. He consults on various managerial accounting and complex tax issues, and with business and real estate owners on partnership tax issues. Read more.

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Mike Molloy, Co-Founder & Managing Partner, Harborview Consulting
With experience in accounting, finance, and technology, Mike Molloy is a proven expert in implementing and optimizing technology solutions across diverse industries. Mike has a track record of delivering innovative, client-focused solutions that improve operational efficiency, compliance, and reporting accuracy. Read more.

Optimum Strategies

​325 Sentry Parkway, Building 5 West

Blue Bell, PA 19422

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Mailing Address:

P.O. Box 962, Spring House, PA 19477

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©2025 Optimum Strategies, LLC

All Rights Reserved 

optimizing advantage for CPA firms

Optimum Strategies helps Mid-Atlantic CPA firms in Philadelphia, Cherry Hill, Baltimore, Bethesda, Arlington, Reston, Richmond, and Washington, DC — as well as surrounding regions — plan internal succession, improve performance, and navigate mergers and acquisitions. Led by Ira Rosenbloom, we provide strategic support for every stage of firm growth and transition.

Serving the Mid-Atlantic 

Pennsylvania, Delaware, New Jersey, Maryland, Virginia, and Washington, DC.

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