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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

4.0 CPE Credits in SK
This event is part of the Essex Chapter Season Pass - 2022/23 event bundle.


Learn about important updates occurring in 2023 with regards to crypto asset accounting and the evolving crypto tax landscape. We will also focus on practice management and ways CPAs can successfully pivot to a firm of the future. On the heels of the Great Resignation, staffing challenges, and unprecedented changes in workplace culture, CPA firms are forced to look closer at the firm’s position and long-term presence in the market.



All CPAs


  • Gain an understanding of the current state of the blockchain and crypto marketplace, pending regulatory changes, and tax implications of crypto investing/implementation for client advisory purposes.  
  • Think holistically about your firm’s book of business and strategies for long-term success.  Learn how to deal with pain points while taking stock of economic, market, and disruptive forces at play.  


Practice Management  

On the heels of the Great Resignation, staffing challenges, and unprecedented changes in workplace culture, CPA firms are forced to look closer at their position and long-term presence in the market. This session will cover the following topics: 

  • Firm growth strategies 
  • Firm management 
  • Client satisfaction 
  • Succession planning 
  • Consulting services 
  • Staffing issues 
  • Merger and acquisition trends 

Crypto Assets 

This session will cover the following topics: 

  • Update on various crypto assets 
  • The Ethereum merger and stable coin proliferation 
  • Smart contract development  
  • Lessons from the 2022 tax seasons for crypto investors and their advisors  
  • Market update around the blockchain and crypto asset space  
  • Review of FASB progress of codifying crypto-specific accounting standards 
  • Regulatory trends for crypto assets 








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 and is a past leader of the NJCPA Emerging Technologies Interest Group.


$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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