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Thursday, November 12, 2020 Webcast

Business and Industry Professionals Forum (E2011724)

8:00 AM - 9:00 AM EDT

Registration: 8:00 AM EDT



Like many CPAs who work in private business, you likely have questions regarding Paycheck Protection Program (PPP) loans. There have been so many updates and developments, it is almost impossible to keep track of all the changes. A sounding board on PPP may help. Join your fellow CPAs and a panel of experts for an in-depth discussion about PPP loan repayment and forgiveness.

The next  Forum will take place virtually on Zoom. To receive login instructions, please register for the meeting. You will receive the information via email.


Controllers, chief financial officers, budget directors, assistant controllers, accounting managers or senior staff with a substantial responsibility for the above functions regardless of formal title working at for-profit companies or nonprofit organizations. Sales representatives are not permitted to attend.


Attendees will have 60 minutes to discuss topics, ask questions, compare notes and share best practices with other controllers and CFOs in an informal setting. There is no cost to attend.


The session will answer the following questions and more: 

  • You received the PPP loan months ago. When do you repay it? 
  • Does it pay to wait to repay the loan? 
  • What options do borrowers have when applying for forgiveness?  
  • What are the pros and cons of applying immediately for forgiveness versus waiting? 
  • Will there be more changes to the PPP rules? 
  • How do you report your PPP loan on your financial statements? 



    Kenneth Bagner

    Kenneth A. Bagner, CPA, MST



    Ken Bagner, CPA, MST is a Member of Sobel & Co., LLC. He is in charge of Employee Benefit Plan Audits at the Firm. His career with Sobel began in 1999 and over the years he has served diverse niches including commercial real estate, waste management, manufacturing, wholesale, not-for-profit organizations, and employee benefit plans. Clients value both his technical abilities and his “hand-on” approach to addressing the unique aspects of each client’s business as well as his ability to combine an expertise in both accounting and tax to provide them with the business advice they need. In his spare time, Mr. Bagner served as an adjunct professor at Rutgers University where he taught both taxation for the undergraduate level and the Certified Financial Planners Program. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Currently, Mr. Bagner serves on the Board Trustee for the NJSCPA Scholarship Fund. He is a past member of the NJSCPA Board of Directors serving a 2-year term (2008-2010). Mr. Bagner is a 1999 graduate of Montclair State University where he earned his Bachelor of Science in Accounting. In 2003 he graduated Summa Cum Laude from Rutgers University where he earned his Masters in Taxation. He is a member of the Beta Gamma Sigma, the highest honor society for collegiate schools of business.

    Caren Jesseman

    Caren C. Jesseman, CPA, M.B.A.

    CFO Solution, LLC

    Caren C. Jesseman, CPA, MBA, is the owner and president of CFO Solution, LLC which provides outsourced interim, fractional and project-based CFO services to small and midsized organizations. She has assisted many clients with applications, compliance and reporting for Covid relief funds, including PPP Loans. She can be reached at, 609-577-7011.

    Shriniwas Rao

    Shriniwas Rao, MBA


    M&T Bank

    Shrini Rao works as a Vice President and Sr. Relationship Manager at M&T Bank’s Business Banking team in New Jersey. Shrini is passionate about achieving financial success for his clients and invests a lot of time in learning about their needs and goals. He provides comprehensive business banking services to his clients in areas of business growth, expansion and transition. Shrini has over 15 years of banking and financial services industry experience and his education spans over two continents which includes a Bachelor’s degree of Science in Mathematics from University of Bombay, India and an MBA with Finance major from NYU Stern, New York.


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    New Jersey Society of CPAs