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Tuesday, October 25, 2022 Live Webcast

Professional Issues Update for CPA Firm Leaders (E2210604)

8:30 AM - 9:30 AM EDT

Registration: 8:30 AM EDT

webcast

Zoom

1.0 CPE Credits in SK

OVERVIEW

Pipeline challenges, staffing, state and federal legislation, mergers and acquisitions, private equity…a host of demographic, social, economic and political factors are influencing the direction of the CPA profession and your firms. Join us for updates and an interactive discussion about the issues and trends affecting the business community, as well as the accounting and finance profession, nationally and in New Jersey.

DESIGNED FOR

CPAs in public accounting

BENEFITS

Help CPAs in public accounting gain greater insight into the opportunities, concerns and challenges of conducting business in our next normal.

HIGHLIGHTS

SPONSORED BY

National economic update

  • Inflation
  • Financial markets

New Jersey business and economic update

  • Legislative/regulatory update
  • New York/Pennsylvania issues
  • New Jersey State Board of Accountancy

National issues

  • Legislative/regulatory update
  • Profession outlook
  • The Pipeline

NJCPA update

  • Staying connected through community and engagement
  • Bylaws changes
  • CEO transition

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Roosevelt Bowman

Roosevelt D. Bowman

AB Bernstein

Roosevelt Bowman, Senior Investment Strategist Roosevelt D. Bowman is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and located in the New York office. He is a member of the firm’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Roosevelt began his investment career at Bernstein in 2000 and re-joined the firm in 2019. He brings 20 years of experience in investment research and portfolio management with a focus on global fixed income, monetary policy, and data science. Prior to returning to Bernstein, Roosevelt was head of foreign exchange trading and strategy at MetLife, where he was a portfolio manager and conducted fundamental and quantitative global macroeconomic research. Prior to that, he was a senior fixed income strategist at U.S. Bank for retail and institutional clients. Before that, Roosevelt was a research analyst at the Federal Reserve Bank of New York, and his work has been featured in prominent media and economic research publications. Roosevelt earned a BA degree in economics from Williams College and an MBA from New York University. In his free time, he tutors elementary- to middle-school children at New Jersey Cares.

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.

Don Meyer

Don Meyer, CAE

Chief Marketing Officer

New Jersey Society of CPAs

Don is the chief marketing officer of the NJCPA, responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. Functional areas of accountability include digital assets (web, social media, email), content and news distribution (including the organization’s flagship publication, New Jersey CPA), membership, media relations, public relations, next generation recruitment, executive communications and internal communications. He also oversees graphic design, market research, and advocacy and legislative communications. Don came to the NJCPA from the Craft & Hobby Association, where he was director of marketing and public relations.

Kathleen Powers

Kathleen F. Powers, CPA, CGMA, PSA

Chief Financial Officer

Matheny Medical and Educational Center

Kathy is the CFO at the Matheny Medical and Educational Center, a licensed special hospital and school serving developmentally disabled individuals, and is the 2022/23 President of the NJCPA. In 2018, she was appointed to the Governor's Independent Developmental Disability Fee-for-Service Transition Oversight Board and the Governor's Independent Mental Health & Addiction Fee-for-Service Transition Oversight Board as a representative member of the NJCPA and continues to serve on these boards. Prior to working in the nonprofit space, Kathy worked in public accounting for 17 years, most recently as a senior manager for ParenteBeard, LLC, specializing in healthcare and nonprofit industries. Kathy is a member of several NJCPA interest groups including the Governmental Accounting & Auditing Interest Group, the Nonprofit Interest Group and the Education Foundation Board of Trustees.

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 New Jersey Society of CPAs. He was appointed to AICPA’s National Commission on Diversity and Inclusion and the AICPA Foundation Board. Ralph is a former national and chapter president of the National Association of Black Accountants, was chair of the National Association of State Boards of Accountancy’s State Society Relations Committee and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician and Thomas Edison universities and Middlesex County College. In January 2018, he was invited by Senate President Steve Sweeney to join his bipartisan Economic and Fiscal Policy Working Group. Additionally, Ralph was selected for the last eight years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.”

PRICING

Free Event
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