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August 22 - 24, 2022 In-person

Atlantic City CPE Cluster (E2208011)

8:30 AM - 4:30 PM EDT each day

Registration: 8:00 AM EDT

Harrah's Atlantic City

777 Harrah's Blvd
Atlantic City , NJ 08401

24.0 CPE Credits in MC


Surpass your annual 20-CPE-credit requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days. Each day is priced individually. Attend one, two or all three days!


Sponsored by:
Escape to Atlantic City to meet your education needs while enjoying the beach and entertainment. Each eight-hour session provides for deeper learning and a mastery of skills in accounting, business, tax and not-for-profit topics. They are presented by nationally known speakers and designed to enhance your planning and performance.
  • Stay up to date on the newest developments.
  • Attain higher value by going deeper into topics.
  • Learn how-to strategies on new and emerging issues.
  • Gain insight for better risk management and problem-solving.


Attend one, two or all three days! Choose from one of several seminars each day. Each full-day seminar is priced individually and includes:
  • Begins with registration at 8:00 a.m. and concludes at 4:30 p.m.
  • Includes continental breakfast, lunch and two refreshment breaks
  • Qualifies for 8 CPE credits

Monday, August 22

Forecasting for Improved Profits and Effective Business Communication (8 credits MT)
Clare Levison, CPA, CGMA - AICPA
A successful organization has a vision that describes the direction and overriding goal for an organization. The vision must be evaluated, critiqued, and measured. Forecasting and projections will be an integral part of determining the viability of the vision. This course will provide tools and techniques for CPAs to learn and improve forecasting and projection methodologies to help their company reach its goals.

This course will also addresses Business Communication and Business Writing, with an emphasis on effective communications in the firm setting. This course can help you avoid misunderstandings that may cause significant financial and emotional loses to a firm. It will help you to avoid vague answers that can cause numerical errors, inaccurate financial data, hurt feelings, and tension within an office environment.
*AICPA members deduct $30 from applicable price.

Applying the Uniform Guidance in Your Single Audits (8 credits AA)
Jeffrey Lieman, CPA - AICPA
This course provides you with the knowledge to be more efficient and effective in planning and performing audits in accordance with the Uniform Guidance and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area.
*AICPA members deduct $30 from applicable price.

The Best Federal Tax Update Course by Surgent (8 credits TX)
Susan Smith, CPA - Surgent
In this continually revised course, tax advisors will be fully updated on the most recent legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. Continually updated to reflect enacted legislation.

U.S. GAAP: Review of New Guidance and Hot Topics (8 credits AA)
Daniel Bradley, CPA - AICPA
Stay on top of new GAAP guidance, including pronouncements, exposure drafts and other guidance recently issued by FASB. Hot topics include major updtates to accounting standards such as revenue recognition, credit losses and leases, as well as key topics such as fair value measurement.
*AICPA members deduct $30 from applicable price.

Tuesday, August 23

Annual Update and Practice Issues for Preparation, Compilation and Review Engagements (8 credits AA)
Daniel Bradley, CPA - AICPA
A go-to reference for training staff and managing your preparation, compilation and review engagements, this seminar will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments and cases, and lively discussion among the participants make this class informative and practical.
*AICPA members deduct $30 from applicable price.

Critical Business Risks (8 credits MT)
Clare Levison, CPA, CGMA - AICPA
Future of finance and other research has continually validated data points that risk management and planning is a core skillset for business resilience. Risks abound everywhere and research shows that a comprehensive risk management strategy best positions companies to be successful. This course will provide a grounding in a variety of key risks which, if on your radar, will help you plan for those that might impact your business in unpredictable ways.
*AICPA members deduct $30 from applicable price.

Governmental and Not-for-Profit Annual Update (8 credits AA)
Jeffrey Lieman, CPA - AICPA
Change is inevitable and, at times, overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This seminar will brief you on the latest accounting and auditing developments affecting governments and not-for-profits.
*AICPA members deduct $30 from applicable price.

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (8 credits TX)
Susan Smith, CPA - Surgent
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. This practical course will focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs and is essential for CPAs in public accounting and industry who advise these entities or their investors.

Wednesday, August 24

Advanced Controller and CFO Skills (8 credits MT)
Clare Levison, CPA, CGMA - AICPA
This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show your company’s leadership how vital you are to their profitability!
*AICPA members deduct $30 from applicable price.

Not-for-Profit Financial Reporting (8 credits AA)
Jeffrey Lieman, CPA - AICPA
Do you know what makes not-for-profit accounting and financial reporting different? Learn how to avoid the potholes of confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits unique.
*AICPA members deduct $30 from applicable price.

Social Security and Medicare: Planning for You and Your Clients (8 credits TX)
Susan Smith, CPA - Surgent
Social Security seems poised for changes in benefits and eligibility age. The leading edge of the Baby Boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad other related retirement planning issues.

What Fraud Schemes Exist in Your Organization (8 credits AA)
Daniel Bradley, CPA - AICPA
Many costly fraud schemes have occurred repeatedly throughout the past several decades, mostly due to the lack of implementation of internal controls and a fraud risk mitigation plan. The advancement of technology and the increased sophistication in committing fraud are also impacting organizations and affecting their bottom line. The Business Fraud Risk Framework identifies various types of fraud that can be perpetrated across an organization. This course will provide insight into the framework and focus on the most prevalent fraud schemes affecting organizations.
*AICPA members deduct $30 from applicable price.


For room reservations at Harrah's, visit
Call (888) 516-2215 and mention group name "NJCPA's" or group code "SH08CP2"
Please note that room rates are guranteed through August 8


Daniel Bradley

Daniel W. Bradley, CPA

Daniel W. Bradley, CPA Altoona, Pennsylvania

Dan Bradley is a principal with the regional certified public accounting firm of Young, Oakes, Brown & Co. P.C. in Altoona, Pennsylvania. He has extensive experience in performing audits of for-profit as well as governmental and not-for-profit organizations subject to the Single Audit Act and OMB Circular A-133. In addition, he has extensive experience dealing with entities (governmental units, not-for-profit organizations, and for-profit organizations) subject to the requirements of Government Auditing Standards. Dan holds a Commonwealth of Pennsylvania license to practice as a Certified Public Accountant, and received his Bachelor of Science degree in Accounting from Pennsylvania State University where he graduated with highest distinction.

Mr. Bradley is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the Institute of Management Accountants. He is also a long time member of the PICPA’s Local Government Accounting and Auditing Committee. As of June 1, 2007, Mr. Bradley was elected to the PICPA’s Ethics Committee. Mr. Bradley has also served as past president of his IMA chapter, as well as serving as a member of the Executive Committee of the Pennsylvania Economy League. Mr. Bradley was a past President of the Altoona Chapter of the American Business Club as well as being a member of his local March of Dimes board.

In addition, Mr. Bradley has previously been an adjunct associate professor at Saint Francis College in Loretto, Pennsylvania where he is a past recipient of the Continuing Education’s Instructor of the Year Award. Mr. Bradley has been a frequent speaker and panelist on various governmental and not-for-profit programs for the AICPA, numerous state societies, the St. Francis College’s CPE Department, and numerous local entities. Mr. Bradley is a multi-year recipient of the AICPA’s Outstanding Facilitator Award.

Clare Levison

Clare Levison, CPA, CGMA

Clare Levison, CPA, CGMA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. 

Clare has more than 20 years of aerospace and defense industry experience, combined with over a decade of creating content and teaching ethics for the Virginia Society of CPAs. She is a fervent financial literacy advocate and the author of “Frugal Isn’t Cheap: Spend Less, Save More, and Live Better.” Clare has appeared on major radio and television networks across the country discussing personal finance and has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today, and U.S. News & World Report.

Clare serves as a national financial literacy spokesperson on the AICPA’s Consumer Financial Education Advocates group. She has also served as a member of the Virginia Society of CPAs Board of Directors.

Jeffrey Lieman

Jeffrey Lieman, CPA

AICPA/Professional Development Institute

Jeffrey heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland, where he provides consulting services, contractual assistance services and training to CPAs, their firms and their clients. He is recognized nationally as a lecturer for various accounting, auditing and technology topics and has been quoted in various trade journals. Since 2016, he has received the Surgent Outstanding Discussion Leader Award. Jeffrey's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland, where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

Susan Smith

Susan Smith, CPA

Surgent Professional Education

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master's taxation program. Her ratings have consistently exceeded 4.7 on a scale of 5.0. Smith is a two-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.