Events Search
  Summary & Check Out (0)
Thursday, May 13, 2021 Live Webcast

Business & Industry Professionals Interest Group Meeting (E2105218)

8:00 AM - 9:30 AM EDT

Registration: 8:00 AM EDT

webcast

Zoom

1.0 CPE Credits in SK

OVERVIEW

Join other senior corporate finance professionals at the Business & Industry Professionals Interest Group meeting for an important discussion about the national and state issues affecting the business community, as well as the accounting and finance profession.

 

DESIGNED FOR

CPAs working in the Business and Industry Sector

HIGHLIGHTS

NJCPA President, Alan Sobel, and NJCPA CEO, Ralph Thomas, will give a Professional Issues Update. Topics to be discussed include:

New Jersey Business and Economy

  • Business Outlook
  • Budget
  • Legislation

National Update

  • COVID-related Aid
  • Legislation and the New Administration

NJCPA and the Profession

COURSE LEVEL

Basic

INSTRUCTORS

James Dunleavy

James Dunleavy

Capital One Bank

Jim joined Capital One Bank in April 2020 as a Senior Treasury Management Sales Consultant. Prior to joining Capital One, he spent 9 years at J.P. Morgan holding various roles within the Commercial Bank. Jim worked in the specialized industries vertical serving Higher Education, Not-For-Profit, and Healthcare organizations as well as the Middle Market, working with clients in New York City and throughout the Northeast region. Jim has an undergraduate degree from Temple University as well as an MBA from Rider University.

Ashley Sarokhan

Ashley Sarokhan

Senior Vice President

Capital One Bank

Ashley is a Middle Market Business Development/Senior Relationship Manager with Capital One Bank (a top 10 U.S. bank). She has extensive business development, portfolio management, and credit expertise. She works with middle market companies across industries, corporate profiles, and capital structures. Her primary areas of focus include: Professional Services (legal, accounting, title), New Markets Tax Credit financing/investing, ESOP transactions, Manufacturing, Transportation, Technology, Healthcare

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. Alan is the 2020/21 president of the NJCPA. He developed the concept for the Pass-Through Business Alternative Income Tax Act and played the lead role in writing the legislation and making it fit within New Jersey’s tax structure. He is also a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He is the former 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 American Institute of CPAs (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.”

PRICING

$0.00 - Member

$50.00 - Nonmember

Register Today


Note: Online pre-registration will close on May 13 at 8:00 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

New Jersey Society of CPAs