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September 21 - 24, 2021 Live Webcast

Level Up (E2109360)

10:00 AM - 3:40 PM EDT each day
webcast

Zoom

OVERVIEW

Level Up is a four-day virtual and interactive event for students and recent graduates who are pursuing a career in accounting or finance to equip them with must-know information about how to make a lasting impression on future employers and maximize career opportunities.

DESIGNED FOR

Students and entry-level accounting professionals

HIGHLIGHTS

Four workshops will present topics including interview dos and don’ts, resume and LinkedIn profile best practices, CPA Exam strategies, and exploring options in accounting career paths.

In addition to the workshops, there will also be group “Meet the Firm “sessions with CPA firm representatives from around New Jersey to learn more about their firms and their job opportunities. Be sure to sign up for both the workshops and CPA firm sessions. After you sign up, you will receive instructions for sending us your resume. Participating CPA firms will receive all attendee resumes.

Participants can choose to attend as many or few sessions that fit their interests and schedule.

The workshop schedule is as follows:

Tuesday, September 21, 12-1 p.m.
Find Your Accounting Career Path: Tax, Audit, Advisory and Corporate Panel Discussion

Are you unsure of what direction you want to take in your accounting career? Hear from four panelists who will talk about their role in either tax, audit, advisory and corporate accounting. The panelists will explain what their day-to-day responsibilities are and the highs and lows of their chosen pathway.

Wednesday, September 22, 12-1 p.m.
Maximizing Your Resume and LinkedIn Profile

Gain expert advice on creating a resume and LinkedIn profile to enhance your success in obtaining job interviews and positioning yourself for career advancement. Learn what parts of your resume employers value most and how to set yourself apart from competing job candidates. Also, explore ways to show your achievements in the best possible light.

Thursday, September 23, 12-1 p.m.
CPA Exam Tips & Tricks from CPA Exam Review Course Providers

Studying for and passing the CPA Exam is made easier if you integrate best practices and advise from a CPA exam review course provider. Hear from the three review course providers about the CPA Exam application process and study tips to help you succeed.

Friday, September 24, 12-1 p.m.
HR Panel Discussion: Interview Do’s and Don’ts

Join this panel discussion of HR professionals to learn how to put your best foot forward during the interview process. Three panelists from New Jersey CPA firms will provide tips to best represent yourself to prospective employers and explain what not to do during the interview.

COURSE LEVEL

Basic

INSTRUCTORS

Rachel Anevski

Rachel L. Anevski, MAOB, PHR, SHRM-CP

President & CEO

Matters Of Management, LLC

Rachel L. Anevski, M.A.O.B., PHR, SHRM-CP, is the founder and chief executive officer of Matters of Management, LLC. Rachel has held executive roles in marketing, business development and human capital for mid-size and large professional services firms. She has spent her career working alongside business owners and managing partners carrying out firm missions, acquiring talent and providing coaching to executives, management and staff. Consulting engagements have consisted of organizational redesign of operations and infrastructure, personnel programming, senior talent acquisition, total benefit and rewards systems, policy and procedure manuals, and providing business development coaching training. She is certified in human resources, has a Masters Degree in organizational behavior from Fairleigh Dickinson University and an undergraduate degree in forensic psychology from John Jay College of Criminal Justice.

Janill Briones-Lopez

Janill Briones-Lopez

East Coast Representative

UWorld Roger CPA Review

Janill Briones-Lopez is the Business Development Manager in charge of the Northeast with UWorld Roger CPA Review. Having worked as a CPA Exam expert for over 5 years, she has helped hundreds of students understand the ins and outs of the CPA Exam, plan out their study plans and have guided candidates to choose the right CPA Review course for them.

Kelly Fantasia

Kelly Fantasia, PHR, SHRM-SCP

HR Director

Untracht Early LLC

Kelly Fantasia has been working as Director of Human Resources with Untracht Early since 2013. As Director she leads all strategic initiatives covering the entire employee life cycle, including: experienced and campus recruiting, on-boarding and staff development, performance management, benefits, and employee relations. Kelly works closely with others in the firm with health and wellness, diversity and inclusion, community service, and internal communication. She has worked as a Human Resources professional for over 20 years in several public accounting firms. Kelly is a graduate of Monmouth University and holds certifications as a SHRM Senior Certified Professional (SHRM-SCP) and in Professional Human Resources (PHR) and has been certified with The Human Resource Certification Institute as a DDI Facilitator. Kelly is an active volunteer at Saint Barnabas Medical Center NICU and serves on the Advisory committee for the Seton Hall University Transformative Leadership Program and the Employer Advisory Board for Ramapo College.

Alexandra Graham

Alexandra Graham

Professor Relations Coordinator

Gleim Exam Prep

Alexandra graduated from the University of Florida with a degree in English. In her downtime, she plays on two American Poolplayers Association (APA) teams and regularly attends local and national billiard tournaments. Alexandra also enjoys skating, basketball, volleyball, and many other outdoor activities. She also considers herself a huge Florida Gator fan!

Emily Grise

Emily Grise

Human Resource Manager

SobelCo

Ryan Hirsch

Ryan Hirsch

Surgent CPA Review

Ryan Hirsch is the Senior Director of Higher Education Strategy at Surgent Accounting & Financial Education.

Tenzin Lama

Tenzin C. Lama

Auditor

SobelCo

Tenzin Lama is a Supervisor at Sobel & Co., LLC. She graduated from FDU in 2016 and has been with Sobel & Co. for 5 years. She works primarily on audits of employee benefit plans and financial services. She passed her final section of the CPA Exam in May 2021.

Ian Luxenberg

Ian T. Luxenberg, CPA

Senior Tax Analyst

Johnson & Johnson

Ian Luxenberg, CPA is a Senior Tax Analyst in the Tax Compliance COE at Johnson & Johnson based in Titusville, New Jersey. He started at Johnson & Johnson in 2015 as a Co-op in the Indirect Tax Compliance COE, and then continued into the Tax Leadership Development Program upon graduation. He has done rotations in both Tax Reporting and Global Transfer Pricing. In his current role, he supports both federal and state tax compliance for the Consumer sector portfolio which includes iconic brands like Tylenol, Neutrogena, Aveeno and Listerine. His responsibilities include federal tax filings, state tax filings, state quarterly tax estimates, state tax true ups, and co-lead of the Tax Intern/Co-op program. He graduated from Rutgers Business School-New Brunswick in 2017 with a B.S. in Accounting and Human Resource Management and became a licensed CPA in 2019. He is actively pursuing a Master of Accountancy in Taxation degree at Rutgers Business School- Newark and is expected to graduate later this year.

Kaitlin McGeown

Kaitlin N. McGeown

Staff II - Tax

WithumSmith+Brown

Kaitlin is currently a Staff Level II in the tax department at WithumSmith+Brown. She grew up in Nutley, NJ, and went to Immaculate Conception High School in Lodi, where she played basketball. After graduation, she went to The College of Mount Saint Vincent in Bronx, NY, to play basketball and lacrosse, spent her time volunteering with her school ministry, and worked on campus as a tutor. She interned with Withum for a busy season in January of 2019, and was hired after to start a full-time tax position that August. She graduated with her B.S. in Accounting and started her career in the East Brunswick office. Since then, she has dedicated her time to tax returns, with a focus primarily in Real Estate, although she works on a variety of return structures and industries. Kailtin has recently passed the CPA Exam and is in the process of getting her license.

Matthew Mojica

Matthew J. Mojica, CPA

Staff I

WithumSmith+Brown

Matthew Mojica, CPA, is a Staff II Accountant at WithumSmith+Brown. He is in his second year in public accounting specializing in accounting and auditing services. He has worked with 990s and is proficient in documentation and assessment of internal controls and risk assessment. Matt graduated with a BS in Accounting from Stockton University and is a licensed CPA in the state of New Jersey.

Fatima Sabir

Fatima Sabir

HR Coordinator

WilkinGuttenplan

Fatima Sabir, SHRM-CP, is the Human Resources Coordinator at WilkinGuttenplan. She has over 3 years of experience and focuses her efforts on recruiting interns with a goal of converting them into full-time staff at the end of the internship. She is extremely passionate about preparing the younger generation to take on leadership roles and aspires to serve as a mentor to college students as well as WilkinGuttenplan's interns. Fatima graduated with a Bachelor's in Human Resource Management with a minor in Labor Relations from Rutgers University. Fatima has also received her certification from the Society for Human Resource Management (SHRM-CP).

Sarah Snell

Sarah M. Snell, CPA, PAFM

Chief Operating Officer

Holman Frenia Allison, P.C.

Sarah Snell is the Chief Operating Officer with Holman Frenia Allison, P.C. (HFA), a regional public accounting firm of over 50 professionals serving the New Jersey, New York and Pennsylvania markets. Sarah had many years of experience in public accounting before transitioning over into Operations in 2012 for HFA. She oversees the day-to-day operations in administration, human capital, finance, technology, facilities and marketing. Sarah is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJCPA). She serves on the Emerging Leaders Council and the Student Programs & Scholarships Committee and she is also a member of the Business & Industry Professionals Interest Group. Sarah is also the NJ Chapter President for CPAFMA - CPA Firm Management Association and was recently appointed to the National Board of Directors serving as the Director-At-Large. Sarah believes firmly in giving back to the community and is a Community Treasurer and Scout Leader for the Girl Scouts of the Jersey Shore. Girl Scouting builds girls of courage, confidence, and character, who make the world a better place. Sarah is also a member and the Past-Treasurer for the Junior League of Monmouth County, a vibrant group of over 300 women with diverse backgrounds committed to promotion voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers. Sarah is also a Fellow with LeadNJ, a highly select group of talented leaders who are making improvements around New Jersey, who lead as champions of their own most cherished ideas and values. Sarah graduated from Richard Stockton College of New Jersey with dual B.S. degrees in Accounting and Finance.

PRICING

$0.00 - Student Member

$0.00 - CPA Candidate Member

$29.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

New Jersey Society of CPAs