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Wednesday, October 7, 2020 Webcast

State of the Profession for Firm Leaders (E2010520)

8:30 AM - 10:00 AM EDT

Registration: 8:00 AM EDT

webcast

Webcast

1.5 CPE Credits in SK

OVERVIEW

The country, the state and our members have faced a challenging six months — a public health crisis, financial difficulties and enormous changes to the daily lives of us all. These unsettling times have impacted every facet of life. Join us for updates and an interactive discussion about the issues affecting the profession nationally and in New Jersey.

DESIGNED FOR

Managing partners, firm partners and principals

BENEFITS

Help partners and senior leaders gain greater insight into the opportunities, concerns and challenges of running a practice.

HIGHLIGHTS

  • New Jersey legislative and regulatory update
    • New Jersey budget
    • Cannabis ballot question
    • New Jersey Business Coalition
    • New Jersey Division of Taxation
    • New Jersey State Board of Accountancy
  • National professional update
    • IRS
    • AICPA
    • CPA Evolution
  • NJCPA update
    • Diversity & inclusion
    • Membership+
    • CPA Exam and student loan debt assistance
  • Q&A session/open discussion
If you have any specific topics or questions you’d like to see addressed, send them to feedback@njcpa.org.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Jeffrey Kaszerman

Jeffrey Kaszerman

Vice President of Government Relations

New Jersey Society of CPAs

Jeff Kaszerman is the vice president of government relations for New Jersey Society of Certified Public Accountants (NJCPA). He works with the CEO and board of directors to create and implement advocacy initiatives that protect and promote the interests of the CPA profession, the business community and the public. Jeff monitors legislative and executive branch activity that impacts CPAs by writing position papers, developing grass roots membership activities to enhance lobbying efforts and raising money for the NJ-CPA-PAC. He also liaisons with other pro-business groups like the New Jersey Chamber of Commerce, NJ Business & Industry Association (NJBIA), and Commerce and Industry Association of New Jersey (CIANJ) to coordinate legislative strategies. Prior to joining the NJCPA 25 years ago, Jeff worked on several political campaigns, worked for former Governor Jim Florio and for Common Cause New York. He previously owned a lobbying and public affairs firm. Jeff graduated from Rutgers University, Newark, with a Bachelor of Arts in History and minored in Political Science and Business Administration. Jeff belongs to Compassion and Choices, the Humane Society and the American Society for the Prevention of Cruelty to Animals. He enjoys reading books about history and science.

Alan Sobel

Alan D. Sobel, CPA, CGMA

Managing Member

SobelCo

Alan is the managing partner of SobelCo, where he is responsible for facilitating the strategic direction and the day-to-day management of the firm. He provides expertise on financial reporting, tax planning for businesses and high net worth individuals and strategic business planning. He has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing. He has expertise in the manufacturing, construction, distribution, real estate development and financial services industries as well as closely held companies and SEC registrants. He is the president-elect of the NJCPA, a member of the American Institute of CPAs (AICPA) and the New York State Soceity of CPAs (NYSSCPA). He is the chairman of the NJCPA Audit Committee and was a former vice president and trustee of the NJCPA and a past president of its Essex Chapter and has served on various committees. Alan was a former adjunct professor of taxation and frequently lectures.

Ralph Thomas

Ralph Albert Thomas, CPA (DC), CGMA

CEO & Executive Director

New Jersey Society of CPAs

Ralph is the CEO and executive director of the NJCPA - a post held since 1999. He was appointed by New Jersey Senate President Sweeney to the New Jersey Economic and Fiscal Policy Working Group in 2018. He was also previously appointed to the AICPA Foundation Board and the inaugural AICPA National Commission on Diversity and Inclusion. Ralph is a lifetime member and former national and chapter president of the National Association of Black Accountants (NABA), was appointed chair of the National Association of State Boards of Accountancy’s (NASBA) State Society Relations Committee, and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician, Thomas Edison universities and Middlesex County College. He is also the treasurer of Opportunity NJ. Additionally, he was selected for the last seven years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.” Prior to joining NJCPA, he held various accounting-related management positions at Citibank, AT&T, Potomac Electric Power Company and PricewaterhouseCoopers.

PRICING

Free Event
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