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Thursday, October 1, 2015 LiveMercer Chapter

Business Valuation (E1510459)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Mercer County Community College - Conference Center

1200 Old Trenton Rd
West Windsor , NJ 08550

4 CPE Credits in CS

OVERVIEW

Choosing the right technologies is paramount to the success of both your firm, and your client’s companies. But, how do you know which software is best for your budget, timeframe, size and operational needs, without breaking the bank? Withum’s Amanda Wilkie and Walter Merkas lead you through some of the guideline principles and delivery of selecting technology and software for your internal practice, as well as for that of your clients. If you’ve found yourself asking the questions, than this is the presentation for you.

BENEFITS

Earn 4 CPE credits in Consulting Services.

HIGHLIGHTS

Discussion topics will include:
  • What are the latest technology trends and how they are affecting the accounting industry?
  • Which technology factory should you should you consider when building your technology roadmap?
  • Which tools will drive productivity and efficiency within your firm?
  • Why is the right fit important to minimizing time, cost and risk?
  • How will the right choice enable operational efficiency?

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee will be applied after 10/3. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTOR

Lloyd George

Lloyd F. George, CPA (inactive)/ABV/CFF, CVA (inactive), CLU, ChFC

Lloyd George is the founder of a boutique CPA firm specializing in business valuation and forensic accounting. Since 2001, he has conducted a broad range of valuation and litigation support assignments, following over 30 years combined military, “Big-8” and private industry experience. Experience includes military, manufacturing, global pharma, global financial services, federal & state government, health care and tax exempt organizations. He is a combat veteran of the U.S. Coast Guard, a former auditor and consultant with Ernst & Young and a former Deputy Commissioner of Revenue for the Commonwealth of Massachusetts.

He holds a BS (Engineering) from the U.S. Coast Guard Academy and a MBA (Management) from Boston University. Fellow AICPA, NJCPA and National Association of Business Valuators & Analysts; Past President, Mercer Chapter, NJCPA; former NJCPA Trustee/Secretary/Leader of the Business Valuation & Litigation Services Interest Group/chair of multiple Trustee committees, selected to “50 Over 50” and the inaugural “The CPA List”. Co-producer of several ADR Days for the NJ Institute of CLE and the Annual Business Valuation/Litigation Services Conference for the NJCPA. Board member New Jersey Entrepreneurial Network and member Einstein’s Alley Collaborative.