2016 NJCPA Convention & Expo
JUNE 15-17, 2016 | ATLANTIC CITY
Agenda | Exhibitors & Sponsors | Speakers


Jump to: June 15  |  June 16  |  June 17

Wednesday, June 15

7:00-9:00am Continental Breakfast
8:00-9:40am Pre-Convention Boot Camp 1 (2 credits)
Stacey Painter1A. 2016 FASB and AICPA Update: Part One  (AA)
Stacey Painter, CPA – Loscalzo Associates, Ltd.
Stay on top of the changes you need to know to be effective. This session will emphasize those changes with broad application and develop detailed practical guidance and illustrations. Topics include relevant accounting standards updates to the FASB codification, audit services issues, and compilation and review issues.
Dennis Riley1B. Nexus Concerns (TX)
Dennis Riley – Surgent Professional Education
Multistate taxation has become more important than ever before. This session will cover developing topics in state taxation as well as guidance for minimizing tax liability and negotiating the responsibilities of compliance and the problems of noncompliance.
industry-icon Francis Ryan1C. Key Financial Issues for the Financial Executive (MT)
Francis X. Ryan, CPA, CGMA, MBA – F.X. Ryan & Associates Ltd
Explore the key issues facing the financial executive in 2016. Analyze their impact on you as the financial executive in areas of credit markets and banking; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.
Greg Conderacci A1D. Managing Change Effectively: Keeping Your Balance in Risky Times (PD)
Greg Conderacci – Business Learning Institute
No change - even “good” change - is painless. We may love change or hate it. But try as we might to resist it in our life, our profession, our career and our world, change is inevitable. How can we change – and help others change – effectively and ethically? Learn how to lead others through difficult transitions and identify ways to deal effectively with the uncertainty and ambiguity of change.

Young CPAsBryan Smith 1E. Big Data and Data Analytics (CS)
Bryan Smith – CPA Crossings, LLC
This session will provide an introductory-level overview of what big data and data analytics are all about and how they are impacting the accounting profession. Topics include big data and data analytics; data analytics in accounting & auditing; tools; and recommended readings.

9:40-10:00am Coffee Break
10:00-11:40am Pre-Convention Boot Camp 2 (2 credits)
Stacey Painter2A. 2016 FASB and AICPA Update: Part Two (AA)
Stacey Painter, CPA – Loscalzo Associates, Ltd.
This is the second half of this two-part program that covers relevant accounting standards updates to the FASB codification, audit services issues, and compilation and review issues.
Dennis Riley2B. Estates and Trusts Issues (TX)
Dennis Riley – Surgent Professional Education
The use of trusts in 2016 will continue to undergo changes. Join us to review the many beneficial issues of trusts, an essential element in estate planning. Gain insights concerning trusts of every shape and size after tax reform.
industry-icon Francis Ryan2C. Annual Financial and Economic Update for CFOs and Controllers (MT)
Francis X. Ryan, CPA, CGMA, MBA – F.X. Ryan & Associates Ltd
The course will provide you with critical financial and economic information of topics relevant to the financial executive and provide various potential forecast scenarios and the impact on the organization. Examine and walk through key treasury and risk management data across the United States and internationally, and discuss its effect on both domestic and international corporations and the ability to forecast impact on corporate planning and operations.
Young CPAsGreg Conderacci A2D. Seven Secrets of Successful Business Communication (PD)
Greg Conderacci – Business Learning Institute
This session is about the art and skill of good business communication – and how it can make you more effective and successful. In particular, it’s about buffing your communication ideas and skills in practical ways you can use right away. Although good business communication can be a life-long pursuit, it is possible to learn the basic principles in a relatively short period of time. This session outlines the fundamental rules of good business communication - listening, questioning, speaking and writing - and offers assorted helpful tips and tricks.

Bryan Smith 2E. 2016 Technology Update (CS)
Bryan Smith – CPA Crossings, LLC
This session will feature a comprehensive review of a variety of key technology topics including what's new in personal computers, monitors, tablets, MS Office, cloud computing, information security, wearable technology gadgets, the "Internet of things" and much more.

11:00am-12:30pm Expo Hall Opens/Lunch with Sponsors & Exhibitors
12:30-1:15pm Welcome and Opening Remarks (.5 credit, SK)
Convention Facilitator James C. Bourke Jr., CPA, CITP, CFF, CGMA – WithumSmith+Brown
NJCPA President Frank R. Boutillette, CPA, CGMA, ABV – WithumSmith+Brown
NJCPA CEO Ralph Albert Thomas, CGMA – New Jersey Society of CPAs
Tom Hood
General Session
Get Ready for the Fast Future: The Anticipatory CPA and Finance Professional (1.5 credits, SK)
Tom Hood, CPA, CITP, CGMA – Business Learning Institute
Recent research from the AICPA states that the business environment for CPAs and their clients will be characterized by “unprecedented, massive and highly accelerated change” through 2025. To thrive in this new age of hyper-change and growing uncertainty, it is now an imperative to learn a new competency: how to accurately anticipate the future. Together with an industry leader, set actionable steps to elevate and accelerate your organization's strategy and anticipate marketplace trends that will shape future markets.
  • Move from being a crisis manager to an opportunity manager.
  • Understand emerging innovation faster.
  • Identify opportunities and potential problems.
  • Develop clear actionable steps to accelerate growth for the organization and its customers.
NEW! We’ll use a web-based audience participation tool to poll the audience and obtain social Q&A throughout the presentation followed by a reflective learning notebook for participants to record insights and develop an action plan around the content.
2:30-3:45pm Networking with Sponsors & Exhibitors/Refreshment Break
3:45-5:00pm Kai Kight General Session
Embrace the Dissonance: Lean Into the Discomfort of Change
(1.5 credits, PD)
Kai Kight
We each have the capacity to imagine new possibilities, but are often confronted by barriers that challenge our ability to realize our goals. We then have a choice to make: we can avoid these barriers and let our ideas slowly fizzle away; or we can embrace these challenges and experience the true power of our potential. In his captivating presentation, violinist and composer Kai Kight will show you how you can, in fact, realize that potential. Find out how you can harness the dissonance of change to create the future you desire.
5:00-6:30pm Cocktail Reception
9:00-10:30pm Coffee & Dessert Bar Reception
End the day with some coffee and dessert at Borgata’s very own tropical paradise, the Water Club Indoor Pool. A cash bar will be available.

Thursday, June 16

7:00-8:00am Hot Breakfast Buffet with Sponsors and Exhibitors
8:00-8:15am Opening Remarks
Kimberly Ellison-Taylor, CPA
General Session
Thriving in a Shifting Environment (1 credit, SK)
Kimberly Ellison-Taylor, CPA – Vice Chair AICPA
Find out where the profession is headed in the next decade and beyond, and review any trends that may impact its trajectory. Additionally, discuss the important role diversity and inclusion will play in the future.
9:15-10:15am Gene Marks, CPA General Session
From DC to Silicon Valley: 3 Hot Power Trends that Will Impact Your Company Through 2018
(1 credit, SK)
Gene Marks, CPA – The Marks Group, P.C.
Business owners and managers share one quality that makes them stand out among their peers: they are always looking ahead. Not just a few weeks or months, but years. There are political, economic and technology trends and events occurring right now that will impact your business over the next 3-5 years.
  • Washington and the Economy: How will this year’s elections impact legislation that will affect your business? How will the federal government’s budget deficit, spending and taxes impact your operations? What will be your actions depending on who controls Congress and the White House?
  • Your People: What new trends in employee management will you need to know so that you can find and keep the best people working as productively as possible over the next few years? What new legislation will impact your human resources activities? What tools can help you and your employees better collaborate, communicate and service your customers?
  • Your Technology: What new applications are hitting the market that you will need to invest in to keep your company ahead of the competition and positioned for future growth? Where is technology going for your business over the next few years?
Get up to date on the latest events in Washington and review issues - from tax legislation to the federal budget - that will impact your business. Discuss employee trends, from minimum wage to overtime pay, and also touch on crucial macro and financial metrics that you will want to know to run your business. Dive into a few key cloud, mobile, social and collaborative technologies that smart companies are using. Walk away knowing the biggest trends that will impact your company over the next few years and an action plan for navigating your business forward.
10:15-11:00am Networking with Sponsors and Exhibitors and Refreshment Break
11:00am-12:00pm Laura Schwartz General Session
Eat, Drink & Get Ready to Succeed!
(1 credit, PD)
Laura Schwartz – Former White House Director of Events. Professional Speaker, Author and Television Commentator
As the White House Director of Events, Ms. Schwartz created events that represented a nation and inspired the world. Today, as a professional speaker, international television commentator and author of Eat, Drink & Succeed, she shares the networking secrets that skyrocketed her onto the world stage along with personal anecdotes from her life and White House years. Through an entertaining, enlightening and motivational program, develop the tools that you can put to work immediately to learn, build partnerships and excel at every turn of your professional life.
12:00-1:30pm Lunch and Networking with Sponsors and Exhibitors
1:30-3:10pm Boot Camps (2 credits)
Glen J. Walton3A. Nonprofit Organizations – Related Parties (AA)
Glen J. Walton, CPA – Bowman & Company LLP
Increasingly, nonprofits have strategically considered mergers, acquisitions, joint ventures, etc. for their organization. We will explore the impact on consolidating financial statements of related parties, identifying supporting organizations, etc.
Shaune Scutellaro3B. FBAR/FATCA Compliance for Individuals and Offshore Voluntary Disclosure & Streamlined Filing Procedures Update (TX)
Shaune Scutellaro, CPA – CohnReznick LLP
This presentation will review the reporting requirements for US individuals with foreign financial assets, including FBAR (Form 114) reporting and FATCA (Form 8938) and the various assets reported and differences between the items reported on each form. Also, hear an update on the current disclosure programs available to non-compliant taxpayers with foreign financial assets and explore CPA involvement in an Offshore Voluntary Disclosure and a disclosure made using the Streamlined Offshore or Domestic Filing Procedures.
industry-icon Nancy Marc-Thrasybule3C. Cost Transformation and Management (MT)
Nancy Marc-Thrasybule, CPA, CGMA – AICPA
Companies need strategies for cost competitiveness to survive in the long term. This involves the sustained identification and reduction of waste across the organization, while freeing up resources to invest in customer-focused innovation that will drive future value for stakeholders. It’s vital to develop and nurture cost-conscious cultures, but this must be supported by the technical insight and business understanding that management accountants can provide. A variety of tools, techniques and frameworks are available to help management accountants manage costs and attain sustainable cost efficiencies. This session will provide an overview of several tools and frameworks, explore case studies and discuss good practices.
Young CPAsMatthew Goerke 3D. Accounting for Memory and Professional Improvement (PD)
Matthew Goerke – Memory Switch
Do you shake hands and immediately forget a person’s name? Are you having trouble keeping up with the latest changes to laws, policies and procedures? If you answered yes, your memory could be a liability instead of an asset. Learn to switch on your instant recall ability. You’ll discover how to instantly recall what you need when you need it. There’s no such thing as a bad memory, just an untrained one.

James C. Bourke Jr., CPA3E. Cyber Security/Identity Protection Tips for CPAs (CS)
James C. Bourke Jr., CPA, CITP, CFF, CGMA – WithumSmith+Brown
Discuss recent trends in cyber theft and learn best practices on how CPAs can better protect private and confidential data. Whether in public, private, government or education, every CPA has a responsibility to exercise due professional care when it comes to protecting private data. There is no guarantee that you’ll never be hacked, regardless of the protections you put in place, but Mr. Bourke will share some tips for better protection. He’ll review best practices for everything from wi-fi connectivity, to file exchange and storage to password control. He’ll also share some easy ways to make the complex password selection process a breeze.

3:10-3:30pm Refreshment Break
3:30-5:00pm New Jersey Society of CPAs Annual Business Meeting (1 credit, SK)
6:30-11:00pm Closing Dinner and Entertainment (Optional Event)
Dinner hosted by newly installed NJCPA President Walter J. Brasch, CPA, of PKF O’Connor Davies, LLP
Cocktail Reception sponsored by PKF O'Connor Davies
Attire: Cocktail Casual
After dinner, enjoy a concert by The B-Street Band, the original Springsteen Tribute Band.
Entertainment sponsored by PNC Bank

Friday, June 17

8:00-10:00am Breakfast and Business Update: NJ Business & Economic Roundtable (1.5 credits, SK)
This roundtable will feature a cross-section of thought leaders from business groups, government, academia and the media discussing key economic issues facing businesses and individuals in New Jersey. Find out what the public and private sectors need to do now in order to make New Jersey an attractive place to live and do business in the 21st century and beyond.
​Roundtable sponsored by Columbia Bank
10:00-10:15am Break
10:15am-12:00pm Post-Convention Boot Camp (2 credits)

Brad E. Muniz, CPA 4A. A&A Update (AA)
Brad E. Muniz, CPA – Sobel & Co. LLC
The presentation will provide a list of the recent Accounting and Auditing pronouncements, and some on the horizon. Dive deeper into some of the new topics that commonly affect most entities and discuss recent audit quality initiatives and the impact on the industry. Any burning issues can be submitted in advance and Brad will incorporate those into the discussions.

4B. Tax Bootcamp: Google Tax, Panama Papers, Trump versus Clinton Tax Plan (TX)
Peter Y. Fu – Cooper Levenson
William J. Hughes, Jr., Esq., LLM. – Cooper Levenson
Rao Hassan Khan – The Khan Partnership
Katharine Lawrie – The Khan Partnership
Amish Patel – The Khan Partnership
Michael L. Salad, Esq., LL.M. – Cooper Levenson
Robert E. Salad, Esq., LL.M. – Cooper Levenson
Learn about the Google Tax, the Clinton and Trump tax plans and what they mean to you and your clients, the Panama Papers in New Jersey and beyond, and must-know recent pronouncements from the United States and New Jersey Tax Courts.
Young CPAsHeather Sperduto 4C. The Art of Storytelling Workshop (CS)
Heather Sperduto – ADP
A great story is memorable because it creates a variety of feelings that linger after it’s been told; it captures the listener’s mind and imagination. Storytelling can be used as a technique as you seek out new clients, look to generate referrals, and enhance your overall professional and personal development. It’s based on the art and science and this session will explore what makes story telling memorable, understandable and convincing. Navigating a powerful conversation also involves your ability to ask thought provoking questions to ensure your interaction matches the needs and wants of your listener. Your focus should be on offering perspective on the market, helping clients avoid potential business risks, educating them on new issues that could affect their business and offering alternative solutions. By knowing the client or potential client’s value drivers you can truly identify the best solutions that your firm can provide to make them more productive to drive their business to success.
4D. NJCPA Leadership Training 
The Nuts ‘n’ Bolts leadership session will provide practical, easy-to-follow how-to’s to help you meet your NJCPA leadership responsibilities. Learn the basics of your volunteer role, whether it is how to be a responsible board member or how to operate your chapter or committee. This session, facilitated by key NJCPA staff and 2016/17 President Walter J. Brasch, CPA, will provide the guidance leaders at all levels need. Topics will include motivating volunteers, communicating more effectively, sharing best practices and handling challenges. This session is required for all 2016/17 leaders.

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