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Date / Time / Location

Wednesday, November 4, 2015
1:00 PM - 6:30 PM
Registration: 12:30 PM

Renaissance Woodbridge Hotel515 US Highway 1 South
Iselin, NJ 08830
732-634-3600

CPE Credits

  • 1.00 CPE Credits in SK
  • 3.00 CPE Credits in PD

Package Pricing

Conference Only Registration
  • $159.00 - Member
  • $259.00 - Non Member
Reception Only
  • $29.00 - Member
  • $29.00 - Non Member
Conference and Reception Package
  • $185.00 - Member
  • $285.00 - Non Member
According to CPA Horizons 2025, the CPA profession has an extremely bright future, yet success will only find those who can learn how to respond quickly and competitively to the shifting ground on political, economic, social, technological and regulatory fronts. Together with your CPA peers and a handful of New Jersey's strongest accounting leaders at this half-day conference, you'll learn how to do just that.

Designed For

Career-boosting skills for emerging CPA professionals with up to 10 years of experience

Benefits

  • Identify, create and nurture meaningful business connections that will maximize your career trajectory.
  • Capitalize on the leadership roles that will be opening up as the largest generation in the workforce (Baby Boomers) retires.
  • Leverage the opportunities the changing business landscape and the evolving role of CPAs will bring over the next 10 years.

Highlights

AGENDA

12:30-1:00pm
Registration

1:00-1:15pm
Opening Remarks
Jason Lauretta, CPA – Young CPAs Council Co-Chair, Baker Tilly Virchow Krause, LLP

1:15-2:05pm
Shaping the Future of the Profession (SK)
Frank R. Boutillette, CPA, CGMA, ABV – NJCPA President (2015-2016), WithumSmith+Brown
Our profession will see some significant changes in the next 5-10 years - in the workplace and beyond. These changes will span state and federal legislation, technology, personnel, client relations, licensure and more. Hear from one of the profession's leading CPAs on how these shifts will impact your day-to-day business, and what skills you should develop now to remain ahead of the game.

2:05-2:55pm
Lessons Learned on the Way Up (PD)
Moderated by Frank R. Boutillette, CPA, CGMA, ABV – NJCPA President (2015-2016)
Christopher M. Chudyk, CPA, CITP – Partner, Traphagen Financial Group
Karl A. Halteman, CPA, CGMA – Director, Treasury & Risk Management, WIL Research Company
Sarah Krom, CPA, PSA – Partner, Sharpe, Kawam, Carmosino & Company, LLC
Mark J. Philips, CPA – Senior Manager, KPMG LLP

Discuss the hurdles and success you'll face as you advance in your accounting career with representatives from various sectors of the industry. Each panelist will share their own perspective on career path options, effective communication across multiple generations, professional volunteer opportunities, time management, and more.

2:55-3:15pm
Refreshment Break

3:15-4:55pm
Mastering Client/Customer Service (PD)
Karl Ahlrichs – Business Learning Institute
The services provided by CPAs have become so varied and diverse that the concept of core services is no longer representative of the profession. The AICPA's CPA Horizons 2025 set a road map in place for sustainability against this dynamic backdrop, including a recommendation for superior customer service. Find out how you can demonstrate your value by listening, understanding and servicing your clients.

5:00-6:30pm
Cocktail Reception
Sponsored by Investors Bank
Join us for drinks and hors d'oeuvres as we honor the 30 Under 30 Winners, a group of 30 young CPAs who are making a name for themselves in the New Jersey accounting landscape and beyond.

Course Level

Basic

Help Feed Those in Need

  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Pre-Registration Closed

Online pre-registration for this event is now closed.

Karl Ahlrichs

Karl J. Ahlrichs, SHRM-SCP, CSP
Business Learning Institute

Karl J. Ahlrichs, SHRM-SCP, CSP Karl Ahlrichs has broad experience in Human Resources, Operations, Diversity and Inclusion, working with organizations from all industries. Karl is a national speaker and author, presenting on the people issues in Management and LEAN theory, and is often quoted in the local and national media. He is author of “Spaces between Places”, an artistic book about business travel.

Karl’s experience is perfectly suited to times of great organizational change. He has decades of strategic HR consulting to all industries, using risk management and good organizational development theories to bypass “best practices” and move directly to “next practices”.

Karl joined Gregory & Appel, an Indianapolis-based service firm, after serving as a founding partner of ExactHire. At those firms, his clients included manufacturers Roche Diagnostics, Boeing, Apple Computer, and Frito Lay.

Karl facilitates an invitation-only roundtable for CFOs, and for more than a decade he was the Program Chair for the Indiana Society for Human Resources Management annual conference. He is a member of SHRM, the Indiana Diversity Roundtable, American Society of Training and Development, and the Association for Psychological Type.

Karl has been named the SHRM Human Resource Professional of the Year for the State of Indiana. He has presented at the National SHRM Conference for 20 years, and holds the SHRM-SCP and Senior Professional Human Resources (SPHR) certifications, and is a Certified Speaking Professional (CSP) from the National Speakers Association.

Frank Boutillette

Frank R. Boutillette, CPA, CGMA, ABV
Partner
WithumSmith+Brown

Frank Boutillette, CPA, is a partner in Withum’s New York office and has over 25 years of accounting and auditing experience. Specializing in accounting, auditing and business valuation services, Frank is a licensed certified public accountant in New York and New Jersey. He is a member of Withum’s Financial Services & Investment Group and has significant experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors and closely-held businesses. He also performs peer and quality reviews of CPA firms. He is a member of the American Institute of CPAs (AICPA) and the NJCPA, where he served as president for the 2015/16 term. Frank is also a member of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is a co-author of three books on accounting. A graduate of Rutgers University, Newark, Frank received his BA degree in accounting.

Christopher Chudyk

Christopher M. Chudyk, CPA, CITP
Partner
Traphagen Financial Group

Christopher Chudyk, CPA, CITP, partner, Traphagen Financial Group, Oradell, joined the NJCPA in 2004. He previously served as vice president, treasurer, secretary and director of the Bergen Chapter and is also a past chair of the NJCPA Technology Interest Group. Chudyk is a member of the AICPA and was recently appointed to the AICPA's Information Management Technology Assurance (IMTA) committee. He was recognized and selected as one of NJBIZ’s 2014 40 Under 40 Award Winners for his commitment to business growth, professional excellence and community service within New Jersey. Chudyk earned his BA at the Ramapo College of New Jersey. He enjoys working out (P90X and Insanity), playing softball and coaching. He and his wife, Dawn, have three children.

Karl Halteman

Karl A. Halteman, CPA, CGMA
Chief Financial Officer
ReSource Pro

Karl Halteman is Director, Treasury & Risk Management for WIL Research Company, Inc. WIL is a privately held global Contract Research Organization that provides product safety toxicological research, bioanalytical, and formulation services to the pharmaceutical, biotechnology, chemical, agrochemical, and food products industries as well as manufacturing support for clinical trials. In his role, he oversees global cash & working capital management, debt compliance, insurance, supply chain management and internal controls for the company. Previously, he held external and internal audit positions at Deloitte, Cendant Corporation and Avis Budget Group.

Mr. Halteman earned a bachelor of science in Accounting and Management Information Systems from Syracuse University and an executive MBA in Finance and Leadership from the Stern School of Business at New York University.

Mr. Halteman is an active member in the New Jersey Society of CPAs. He received the Distinguished Service Award from the organization for his work as chairperson of the Student Programs & Scholarships Committee and as a trustee of the Society’s scholarship fund. He also served on the Board of Trustees of the Society and is currently a member of the Strategic Planning Committee.

Follow him on Twitter @TravelingCPA

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Sarah Krom

Sarah Krom, CPA
Managing Partner
SKC & Co., CPAs, LLC

Sarah Krom, CPA, PSA, is a managing partner at SKC & Co., CPAs, LLC. She works primarily with entrepreneur business owners who have high growth goals for their company. Sarah offers budgeting, forecasting, controller for hirer, HR for accounting department, cost reduction and financing negotiations services. She prides herself on allowing her clients to sleep at night as she shoulders many of the anxieties that tie down successful entrepreneurs. Additionally, she is responsible for recruiting in her firm and heads up the IT committee. Most recently, Sarah began working on developing her own list of clients through aggressive marketing and business development. She is the president-elect of the NJCPA for 2017/2018 and was a former chair of the NJCPA's Young CPAs Council.

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Mark Philips

Mark J. Philips, CPA
Director, State and Local Tax
PricewaterhouseCoopers LLP

Mark J. Philips graduated from The College of New Jersey with a Bachelor of Science in Accountancy. Mr. Philips began his professional career with the New Jersey Division of Taxation where he was employed for nearly six years. Mr. Philips, while at the Division of Taxation, served as a Forensic Auditor with the Division’s Office of Criminal Investigation, and then transitioned to the Division’s Conference and Appeals Branch where he served as a Conferee. During this time, Mr. Philips also taught accounting as an Adjunct Professor at Burlington County College. Mr. Philips is a CPA with a Master of Accountancy in Taxation from Rutgers University. Mr. Philips joined KPMG LLP’s State and Local Tax Practice in September 2008 where he currently serves as a Manager, primarily supporting KPMG’s State Tax Resource Network concentrating on New Jersey tax matters, but also managing multistate projects including, but not limited to, nexus studies, VDAs, audit defense, federal RAR adjustments and annual compliance. As a member of NJSCPA, Mr. Philips plays an active role in NJSCPA’s State Taxation Committee and Director’s Subcommittee.

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Pre-Registration Closed

Online pre-registration for this event is now closed.