At the Firm We have exciting news to announce! After over fifteen years in our Mission Valley office, CCMI will be moving to a new…
At the Firm The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1. We tried a restaurant called Steamy…
At the Firm The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…
At the Firm The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…
At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…
At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…
At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…
At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…
At the Firm CCMI hosted our compliance attorney from New Jersey for a mock audit. While there are always areas to improve upon, the attorney…
At the Firm The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good…
