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Friday, April 26, 2024 In-personEssex Chapter, Morris/Sussex Chapter

M&A Transactions: An Accountant’s Role in Representing the Seller | What You Need to Know About Cybersecurity (E2404059)

8:30 AM - 12:10 PM EDT

Hanover Manor

16 Eagle Rock Ave
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.








Stuart Brown

Stuart M. Brown, Esq.

Brown Moskowitz & Kallen, P.C.

Stuart M. Brown, Esq. is a founding partner in Brown Moskowitz & Kallen, P.C. located in Summit, New Jersey. Mr. Brown oversees the Firm’s corporate and commercial practice. He provides comprehensive business counseling, with a particular emphasis on the needs of privately owned businesses. Mr. Brown has extensive experience “quarterbacking” all aspects of financing, debt, acquisition, disposition and merger transactions, as well as corporate restructurings. In addition, he assists entrepreneurs and businesses in all phases of growth, including formation, organization, capitalization, financing, partnership or shareholder issues and ongoing business and commercial matters. Mr. Brown was formerly the Vice President and General Counsel of a publicly traded specialty contractor. In that role, Mr. Brown travelled extensively, both domestically and internationally, and as a result he has developed significant relationships with professional service providers worldwide. Prior to moving in-house in 1995, Mr. Brown practiced in the corporate department at one of New Jersey’s premier law firms. Mr. Brown received his law degree, with honors, in 1987 from Boston University School of Law and his undergraduate degree, with honors, in 1984 from the University of Pennsylvania. In addition to maintaining an active law practice, Mr. Brown often lectures on law related topics to business owners and executives as well as college and graduate students.

Norman Kallen

Norman D. Kallen, Esq.


Brown Moskowitz & Kallen, P.C.

Norman D. Kallen, Esq. is a partner in the law firm Brown Moskowitz & Kallen, P.C. located in Summit, New Jersey. Mr. Kallen has extensive experience relating to software and technology development and licensing, strategic alliances and related venture capital funding/investment. His background as corporate counsel to a New Jersey software technology company has provided him with first hand experience in these areas. He is also actively involved in diverse transactional matters including mergers and acquisitions, financings, corporate restructurings and capitalization, joint ventures, shareholder agreements, marketing and distribution agreements and other commercial contracts. In addition, he counsels start-up and mature closely-held businesses in all facets of business and commercial matters, including, debt and equity financing, shareholder/owner issues, employee/employer issues and various other business matters. In addition, he has extensive experience in representing lenders and borrowers in all levels of commercial loan transactions including loan restructuring. Mr. Kallen received his law degree in 1979 from Seton Hall University School of Law and his undergraduate degree in 1976 from Rutgers University. Mr. Kallen also has a Masters of Laws (in Taxation) from the New York University School of Law and a Masters in Business Administration from the Rutgers University Graduate School of Management.

Rob Kleeger

Rob Kleeger

Managing Director

Digital4nx Group, Ltd

Rob Kleeger is the Founder and Managing Director of Digital4nx Group, Ltd. Rob is a subject matter expert on digital forensics, cyber security, and electronic discovery. Rob has overseen several leading digital evidence matters since being involved in this emerging field since its inception in the private sector such as Zubulake v. UBS Warburg (The leading eDiscovery case), The Nigerian Barge Trial (1st criminal case from The Enron Scandal), and then in 2011, the Sony Computer Entertainment America, Inc. v. Hotz (The hacktivist group Anonymous which shut Sony’s PS3 network down for days). Rob was a Senior Partner in a leading Digital Forensics firm managing strategic relationships and directing case management teams and sales teams until the firm was acquired by a global business risk advisory and compliance firm in early 2006.


$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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