Name: Annual Convention & Expo
Start: 2015-06-10T00:00:00Z
End: 2015-06-12T00:00:00Z
Location: Borgata Hotel Casino & Spa

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June 10 - 12, 2015 Live

12:00 AM - 12:00 AM EDT each day

Registration: 12:00 AM EDT

Borgata Hotel Casino & Spa

One Borgata Way
Atlantic City , NJ 08401

17.5 CPE Credits in MC

New Jersey CPAs have been at the forefront of innovation since before the turn of the century. And for the past 10 years, the NJCPA has convened New Jersey CPAs every spring to learn, think out of the box and grow as trusted business advisors. As a CPA, you have always played an important part in innovating and building business in the Garden State, and you’ll play an even greater role in the future. Now it’s time to chart a course for what will be the most dynamic and challenging decade yet.

DESIGNED FOR

All CPAs

BENEFITS

Convene with fellow financial professionals and find out how to: Harness drivers of human behavior to increase competitiveness.

UNthink current practices and win with disruptive strategies.

Leverage the opportunities rapidly changing demographics present to the profession.

COURSE LEVEL

Basic

Wednesday, Jun 10, 2015

8:00 AM to 9:40 AM
1A. Building a Legacy that’s Worth Remembering

Instuctor(s)

Doug Brown, CAIA, CBC, CDIA, CVIA

Credits

2.00 Credits of Category SK

8:00 AM to 9:40 AM
1B. 2015 Accounting and Auditing Update - Part 1

Instuctor(s)

John M. Fleming, CPA, M.B.A.

Credits

2.00 Credits of Category AA

8:00 AM to 9:40 AM
1C. 2015 Individual Tax Update

Instuctor(s)

John M. Surgent, CPA
Managing Member for GMS Surgent CPAs & Advisors

Credits

2.00 Credits of Category TX

8:00 AM to 9:40 AM
1D. Employee Benefit Plan Accounting and Auditor Update

Instuctor(s)

Credits

2.00 Credits of Category AA

10:00 AM to 11:40 AM
2A. Strategies for Becoming Indispensible

Instuctor(s)

Ken Schmidt

Credits

2.00 Credits of Category PD

10:00 AM to 11:40 AM
2B. 2015 Accounting and Auditing Update – Part 2

Instuctor(s)

John M. Fleming, CPA, M.B.A.

Credits

2.00 Credits of Category AA

10:00 AM to 11:40 AM
2C. 2015 Corporate Tax Update

Instuctor(s)

John M. Surgent, CPA
Managing Member for GMS Surgent CPAs & Advisors

Credits

2.00 Credits of Category TX

10:00 AM to 11:40 AM
2D. Effective Supervision of the Foreign-Born Employee

Instuctor(s)

Sharlene Vichness
President for Language Directions, LLC

Credits

2.00 Credits of Category PD

12:30 PM to 2:30 PM
GENERAL SESSIONS (June 10th - 12:30-2:30pm)

Instuctor(s)

Brad E. Muniz, CPA
Principal for CliftonLarsonAllen LLP
James C. Bourke, CPA, CITP, CFF, CGMA
Shareholder & Director for WithumSmith+Brown
Ken Schmidt

Credits

1.50 Credits of Category PD

3:45 PM to 5:30 PM
GENERAL SESSIONS (June 10th - 3:45-5:30pm)

Instuctor(s)

Eric LeGrand
President for Eric LeGrand LLC
Roberto Masiero
Senior Vice President of Innovation for ADP

Credits

0.50 Credits of Category PD
1.50 Credits of Category SK

Thursday, Jun 11, 2015

7:45 AM to 10:00 AM
GENERAL SESSIONS (June 11th - 7:45-10:00am)

Instuctor(s)

James C. Bourke, CPA, CITP, CFF, CGMA
Shareholder & Director for WithumSmith+Brown
James H. Johnson, Ph.D.
Paul V. Stahlin, CPA, FCMA, CGMA

Credits

1.00 Credits of Category CS
1.00 Credits of Category SK

11:00 AM to 1:00 PM
GENERAL SESSIONS (June 11th - 11:00am-1:00pm)

Instuctor(s)

Credits

2.00 Credits of Category PD

2:45 PM to 3:45 PM
3A. What’s Next: What Got You Here Won’t Get You There

Instuctor(s)

Kathleen Cashman

Credits

1.00 Credits of Category PD

2:45 PM to 3:45 PM
3B. Learn How Small Changes Turn into Massive Results

Credits

1.00 Credits of Category PD

2:45 PM to 3:45 PM
3C. New Jersey Taxation Update

Instuctor(s)

James B. Evans, CPA, J.D., LL.M.
Attorney for Kulzer & DiPadova, P.A.

Credits

1.00 Credits of Category TX

2:45 PM to 3:45 PM
3D. Private Company Initiatives

Instuctor(s)

Kenneth A. Heaslip, CPA, CGMA, M.B.A.
Director for Cullari Carrico LLC

Credits

1.00 Credits of Category AA

2:45 PM to 3:45 PM
3E. Professional Liability Update/ Hidden Exposures

Instuctor(s)

John F. Raspante, CPA, MST, CDFA
Director of Risk Management for McGowanPRO

Credits

1.00 Credits of Category SK

2:45 PM to 3:45 PM
3F. Speak Your Way to Success

Credits

1.00 Credits of Category PD

4:00 PM to 5:30 PM
NJCPA Annual Business Meeting

Instuctor(s)

Frank R. Boutillette, CPA, CGMA
Partner Emeritus for WithumSmith+Brown

Credits

1.00 Credits of Category SK

6:30 PM to 11:00 PM
Celebration & Closing Dinner

Dinner and Entertainment on June 11th

6:30 PM to 11:00 PM
Celebration & Closing Dinner (Included)

Dinner and Entertainment on June 11th

Friday, Jun 12, 2015

7:30 AM to 9:30 AM
NJ Business & Economic Roundtable

Instuctor(s)

James McQueeny
Michele Siekerka
President for New Jersey Business & Industry Assoc.
Siamack Shojai, Ph.D.
Dean for William Paterson University of New Jersey
Steven V. Oroho, CPA, CFP
Wealth Management Advisor for Nisivoccia LLP
Tom Bracken
President for New Jersey Chamber of Commerce

Credits

1.00 Credits of Category SK

9:45 AM to 10:35 AM
4A. Building the Firm of the Future

Instuctor(s)

Joseph A. Tarasco, CPA
CEO and Senior Consultant for Accountants Advisory Group, LLC

Credits

1.00 Credits of Category SK

9:45 AM to 10:35 AM
4B. Schemes and Scams

Credits

1.00 Credits of Category TX

9:45 AM to 10:35 AM
4C. Critical Thinking: Dare to Be Great

Instuctor(s)

Ethan Chazin
President & Founder for The Chazin Group LLC

Credits

1.00 Credits of Category SK

9:45 AM to 10:35 AM
4D. The Reality of Business Fraud – An Entity and Auditor Risk

Instuctor(s)

Lynford Graham

Credits

1.00 Credits of Category AA

10:45 AM to 12:20 PM
5A. Change Management for the Firm of the Future

Instuctor(s)

Joseph A. Tarasco, CPA
CEO and Senior Consultant for Accountants Advisory Group, LLC

Credits

2.00 Credits of Category SK

10:45 AM to 12:20 PM
5B. The ROI of Social Media for CPAs

Instuctor(s)

Don Meyer, CAE
Chief Growth Officer for New Jersey Society of CPAs
Gail Rosen, CPA
President for RRBB Advisors, LLC
Jessica Levin
President and Chief Connector for Seven Degrees, LLC
Rachael Bell, CAE
Senior Director, Growth & Communications for New Jersey Society of CPAs
Robert A. Raiola, CPA
Director for PKF O'Connor Davies, LLP

Credits

2.00 Credits of Category SK

10:45 AM to 12:20 PM
5C. Apply Critical Thinking to Solve Today’s (And Tomorrow’s) Problems

Instuctor(s)

Ethan Chazin
President & Founder for The Chazin Group LLC

Credits

2.00 Credits of Category SK

10:45 AM to 12:20 PM
5D. Common Audit Problems and Suggestions

Instuctor(s)

Lynford Graham

Credits

2.00 Credits of Category AA

Rachael Bell, CAE

Senior Director, Growth & Communications

New Jersey Society of CPAs

Data Alerts

Annual Convention & Expo (E1506010)

OVERVIEW

DESIGNED FOR

BENEFITS

SPONSORED BY

COURSE LEVEL

SESSIONS

Wednesday, Jun 10, 2015

8:00 AM to 9:40 AM1A. Building a Legacy that’s Worth Remembering

8:00 AM to 9:40 AM1B. 2015 Accounting and Auditing Update - Part 1

8:00 AM to 9:40 AM1C. 2015 Individual Tax Update

8:00 AM to 9:40 AM1D. Employee Benefit Plan Accounting and Auditor Update

10:00 AM to 11:40 AM2A. Strategies for Becoming Indispensible

10:00 AM to 11:40 AM2B. 2015 Accounting and Auditing Update – Part 2

10:00 AM to 11:40 AM2C. 2015 Corporate Tax Update

10:00 AM to 11:40 AM2D. Effective Supervision of the Foreign-Born Employee

12:30 PM to 2:30 PMGENERAL SESSIONS (June 10th - 12:30-2:30pm)

3:45 PM to 5:30 PMGENERAL SESSIONS (June 10th - 3:45-5:30pm)

Thursday, Jun 11, 2015

7:45 AM to 10:00 AMGENERAL SESSIONS (June 11th - 7:45-10:00am)

11:00 AM to 1:00 PMGENERAL SESSIONS (June 11th - 11:00am-1:00pm)

2:45 PM to 3:45 PM3A. What’s Next: What Got You Here Won’t Get You There

2:45 PM to 3:45 PM3B. Learn How Small Changes Turn into Massive Results

2:45 PM to 3:45 PM3C. New Jersey Taxation Update

2:45 PM to 3:45 PM3D. Private Company Initiatives

2:45 PM to 3:45 PM3E. Professional Liability Update/ Hidden Exposures

2:45 PM to 3:45 PM3F. Speak Your Way to Success

4:00 PM to 5:30 PMNJCPA Annual Business Meeting

6:30 PM to 11:00 PMCelebration & Closing Dinner

6:30 PM to 11:00 PMCelebration & Closing Dinner (Included)

Friday, Jun 12, 2015

7:30 AM to 9:30 AMNJ Business & Economic Roundtable

9:45 AM to 10:35 AM4A. Building the Firm of the Future

9:45 AM to 10:35 AM4B. Schemes and Scams

9:45 AM to 10:35 AM4C. Critical Thinking: Dare to Be Great

9:45 AM to 10:35 AM4D. The Reality of Business Fraud – An Entity and Auditor Risk

10:45 AM to 12:20 PM5A. Change Management for the Firm of the Future

10:45 AM to 12:20 PM5B. The ROI of Social Media for CPAs

10:45 AM to 12:20 PM5C. Apply Critical Thinking to Solve Today’s (And Tomorrow’s) Problems

10:45 AM to 12:20 PM5D. Common Audit Problems and Suggestions

INSTRUCTORS

Rachael Bell, CAE

James C. Bourke, CPA, CITP, CFF, CGMA (4.7)

Frank R. Boutillette, CPA, CGMA (4.7)

Tom Bracken

Doug Brown, CAIA, CBC, CDIA, CVIA

Michael Capone

Kathleen Cashman

Ethan Chazin

David R. Dacey, CPA

Bob Davies, M.Ed., CPPC, MCC

James B. Evans, CPA, J.D., LL.M. (4.6)

John M. Fleming, CPA, M.B.A.

Ryan Gardner

Robert Glantz (4.7)

Lynford Graham

Kenneth A. Heaslip, CPA, CGMA, M.B.A. (4.6)

James H. Johnson, Ph.D.

Eric LeGrand

Jessica Levin

Roberto Masiero

James McQueeny

Don Meyer, CAE (4.6)

Brad E. Muniz, CPA (4.7)

Steven V. Oroho, CPA, CFP

Stacey Painter, CPA

Robert A. Raiola, CPA

John F. Raspante, CPA, MST, CDFA (4.8)

Gail Rosen, CPA

William J. Schalleur, CPA, M.B.A.

Ken Schmidt

Siamack Shojai, Ph.D.

Michele Siekerka

Paul V. Stahlin, CPA, FCMA, CGMA

John M. Surgent, CPA

Joseph A. Tarasco, CPA

Ralph Albert Thomas, CPA (DC), CGMA (4.6)

Sharlene Vichness

Erik Wahl

8:00 AM to 9:40 AM
1A. Building a Legacy that’s Worth Remembering

8:00 AM to 9:40 AM
1B. 2015 Accounting and Auditing Update - Part 1

8:00 AM to 9:40 AM
1C. 2015 Individual Tax Update

8:00 AM to 9:40 AM
1D. Employee Benefit Plan Accounting and Auditor Update

10:00 AM to 11:40 AM
2A. Strategies for Becoming Indispensible

10:00 AM to 11:40 AM
2B. 2015 Accounting and Auditing Update – Part 2

10:00 AM to 11:40 AM
2C. 2015 Corporate Tax Update

10:00 AM to 11:40 AM
2D. Effective Supervision of the Foreign-Born Employee

12:30 PM to 2:30 PM
GENERAL SESSIONS (June 10th - 12:30-2:30pm)

3:45 PM to 5:30 PM
GENERAL SESSIONS (June 10th - 3:45-5:30pm)

7:45 AM to 10:00 AM
GENERAL SESSIONS (June 11th - 7:45-10:00am)

11:00 AM to 1:00 PM
GENERAL SESSIONS (June 11th - 11:00am-1:00pm)

2:45 PM to 3:45 PM
3A. What’s Next: What Got You Here Won’t Get You There

2:45 PM to 3:45 PM
3B. Learn How Small Changes Turn into Massive Results

2:45 PM to 3:45 PM
3C. New Jersey Taxation Update

2:45 PM to 3:45 PM
3D. Private Company Initiatives

2:45 PM to 3:45 PM
3E. Professional Liability Update/ Hidden Exposures

2:45 PM to 3:45 PM
3F. Speak Your Way to Success

4:00 PM to 5:30 PM
NJCPA Annual Business Meeting

6:30 PM to 11:00 PM
Celebration & Closing Dinner

6:30 PM to 11:00 PM
Celebration & Closing Dinner (Included)

7:30 AM to 9:30 AM
NJ Business & Economic Roundtable

9:45 AM to 10:35 AM
4A. Building the Firm of the Future

9:45 AM to 10:35 AM
4B. Schemes and Scams

9:45 AM to 10:35 AM
4C. Critical Thinking: Dare to Be Great

9:45 AM to 10:35 AM
4D. The Reality of Business Fraud – An Entity and Auditor Risk

10:45 AM to 12:20 PM
5A. Change Management for the Firm of the Future

10:45 AM to 12:20 PM
5B. The ROI of Social Media for CPAs

10:45 AM to 12:20 PM
5C. Apply Critical Thinking to Solve Today’s (And Tomorrow’s) Problems

10:45 AM to 12:20 PM
5D. Common Audit Problems and Suggestions

James C. Bourke, CPA, CITP, CFF, CGMA
(4.7)

Frank R. Boutillette, CPA, CGMA
(4.7)

James B. Evans, CPA, J.D., LL.M.
(4.6)

Robert Glantz
(4.7)

Kenneth A. Heaslip, CPA, CGMA, M.B.A.
(4.6)

Don Meyer, CAE
(4.6)

Brad E. Muniz, CPA
(4.7)

John F. Raspante, CPA, MST, CDFA
(4.8)

Ralph Albert Thomas, CPA (DC), CGMA
(4.6)