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.