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Friday, April 28, 2023 In-personEssex Chapter

Blockchain and Practice Management (E2304089)

8:30 AM - 12:10 PM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in SK


Explore the critical role the accountant plays in representing the business owner in an merger or acquisition transaction from the perspective of the M&A attorney. Also learn key points regarding 21st-century data and cyber threats including ransomware, cyber threats, hacking, social engineering and ways to protect yourself and your business.



  • Accounting professionals who advise in merger and acquisition activities
  • Accounting professionals who need to keep up to date on cybersecurity best practices


  • Understand how to achieve the most beneficial outcome for the sellers in an M&A transaction – from due diligence to preparation of critical financial and legal documents to post-sale tax planning matters.
  • Learn how to effectively work with attorneys throughout the multi-phase M&A process.
  • Understand how to protect sensitive financial information, client data and confidential documents from cyber threats like hacking, data breaches and malware attacks.


M&A Transactions:

  • Learn how to work with attorneys and achieve the maximum sales price.
  • Understand your critical role in assisting attorneys through the due diligence process, preparing and defending Quality of Earnings reports, as well as preparation of critical documents such as the Confidential Information Memorandum and Letter of Intent and Purchase Agreement (allocation of purchase price).
  • Recognize how you will work with the entire deal team typically comprised of varied professionals at every phase of a business sale.
  • Hear about the ongoing role you will play post-sale, including long-term tax planning for the seller (e.g., managing proceeds, earn-outs)


  • Review statistics, including how often a hacker attack occurs, the percentage of attacks against small businesses, and the most expensive and common types of stolen information in an attack.
  • Define ransomware attacks, phishing and social engineering.
  • Learn ways to keep your personal life and business protected.
  • Understand how to safeguard the integrity and confidentiality of financial records, ensuring compliance with regulations and maintaining trust with clients.
  • Learn how to prevent financial fraud, identity theft and other cybercrimes that could harm the reputation and financial stability of CPAs and their clients.
  • Enhance your professional credibility, mitigate risks and safeguard clients' financial wellbeing by prioritizing cybersecurity.








William Carlino

William Carlino

Transition Advisors

Bill Carlino is a managing director at Whitman Transition Advisors LLC, a national consulting and M&A firm for the CPA profession where for the past 10 years he has overseen M&A activity for the New York/New Jersey and New England Markets. Prior to joining WTA, he served as editor-in-chief and editorial director for the national publication Accounting Today and, where he was responsible for all content both in print and online. He has been a frequent industry speaker, presenter and panel moderator and has appeared as an expert commentator on such business channels as CNBC, Reuters, Bloomberg, CNN, the New York Times as well as National Public Radio.

Sean Stein Smith

Sean D. Stein Smith, CPA, CFE, CGMA, CMA, DBA

Assistant Professor

Lehman College

Sean is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors. Sean is the host of the NJCPA TechTalk Podcast, a past leader of the NJCPA Emerging Technologies Interest Group and a member of the NJCPA Board of Trustees. He is a professor at the City University of New York - Lehman College.


$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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