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August 12 - 14, 2024 In-person

Atlantic City CPE Cluster (E2408001)

8:30 AM - 4:30 PM EDT each day

Tropicana Casino & Resort

Brighton & The Boardwalk
Atlantic City , NJ 08401

24 CPE Credits in MC

OVERVIEW

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!

DESIGNED FOR

CPAs and financial professionals

BENEFITS

  • 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.

HIGHLIGHTS

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, tax and not-for-profit topics. They are presented by nationally known speakers and designed to enhance your planning and performance.

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 12


The Best Federal Income Tax Update Course by Surgent (8 credits TX)
Sue Smith, CPA
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes.

Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (8 credits AA)
Daniel Bradley, CPA
An essential reference for training staff and managing your preparation, compilation and review engagements, this course will enable you to comply with the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). Through a practice-oriented review, the latest developments and case studies are explored, fostering an engaging and informative discussion among the experienced participants. This practical approach enhances the learning experience, making the course educational and applicable
*AICPA members deduct $30 from applicable price.

2024 Governmental and Not-for-Profit Annual Update (8 credits AA)
Michele Kemp, CPA
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 update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits and give you the tools and knowledge to implement the new standards.
*AICPA members deduct $30 from applicable price.

Finance and Innovation: The Future of Finance (8 credits MT)
John Levy, CPA, M.B.A.
Innovation drives economic growth. The key to reigniting the American economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations. Innovation is not solely the purview of marketing, sales, service or production.Financial managers can create organizations that thrive on innovation or kill new ideas. They may choose to help develop and main practices that nurture innovation or the can just maintain the status quo. Truly innovative finance professionals use technology and other simple techniques to provide new and more meaningful and actionable information to all employees.

Tuesday, August 13


Buying and Selling a Business: Critical Tax and Structuring Issues (8 credits TX)
Sue Smith, CPA
One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Annual Update for Accountants and Auditors (8 credits AA)
Daniel Bradley, CPA
In today’s ever-evolving regulatory landscape, maintaining relevance in the profession is crucial. Stay up to date with the rapid developments in accounting and auditing through our comprehensive course. We delve into recent pronouncements, exposure drafts, and additional guidance pertinent to accounting, auditing, review, compilation, and preparation engagements. Allow usto navigate the complexities for you, assisting in identifying and implementing the latest standards and guidance from FASB, PCAOB, ARSC, and ASB.
*AICPA members deduct $30 from applicable price.

Yellow Book: Staying Compliant with Government Auditing Standards (8 credits AA)
Michele Kemp, CPA
This course, based on Government Auditing Standards, 2024 Revision, is essential for auditors performing Yellow Book audits. It provides detailed information that all auditors planning and conducting engagements in accordance with the Yellow Book need to be able to discern the requirements related to independence. This course will increase your knowledge of the requirements and application guidance related to ethics, standards for financial audits, attestation engagements, performance audits, and more.
*AICPA members deduct $30 from applicable price.

Budgets and Projections in an Uncertain World: Dancing in a Storm (8 credits MT)
John Levy, CPA, M.B.A.
All we really know is the past but all that really matters is the future. Traditionally, the controller’s job focuses more on looking backwards while the CFO looks to the future to drive the organization forward--two different perspectives. Leaders depend on us to present a cogent and reasonably accurate forecast in order to make sound decisions. Understand how to more effectively prepare useful forecast and discover the advantages of various forecasting techniques.

Wednesday, August 14


Social Security and Medicare: Planning for You and Your Clients (8 credits TX)
Sue Smith, CPA
Social Security seems poised for changes in benefits and eligibility age. This course provides tax and financial planning professionals with the background information on the Social Security system, strategies clients will need in dealing with Social Security and myriad other retirement-related planning issues.

Construction Contractors: Accounting and Auditing (8 credits AA)
Daniel Bradley, CPA
The construction industry is one of the most unique when it comes to being in compliance with the various accounting and auditing standards. This course examines the core knowledge necessary to succeed and the key issues impacting construction accounting and auditing, including the new revenue recognition guidance. Find out what other new developments may mean for you, your company, and your clients. In addition, this course explores the relationship between the contractor and the surety. With construction comprising such a large portion of the economy and always growing, it is more important than ever for you to be on top of the very latest in accounting and auditing changes for the construction industry.
*AICPA members deduct $30 from applicable price.

Applying the Uniform Guidance in Your Single Audits (8 credits AA)
Michele Kemp, CPA
Designed to provide you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act, this course examines how the Single Audit Act relates to OMB Uniform Guidance, as well as the different types of guidance and requirements found in the Uniform Guidance. The course also covers responsibilities and requirements of the auditor and the auditee, how to identify federal assistance and how to determine a nonfederal entity’s major programs. Make sure your skills are up to date with the latest information in this challenging audit area.
*AICPA members deduct $30 from applicable price.

Strategy, Risk and Finance: Why We Do What We Do (8 credits MT)
John Levy, CPA, M.B.A.
This seminar will help participants define their organization’s strategy and particularly their sustainable competitive advantage by helping them understand their organization’s unique value proposition. It will also help you and your organization understand how decisions are made and to help improve the quality of the decisions required to execute their strategy. Finally, it will help identify and hopefully mitigate risks to the execution of their organization’s strategy.

COURSE LEVEL

Basic

ADDITIONAL NOTES

For room reservations at the Tropicana, visit this link
OR
Call (888) 516-2215 and mention group name "NJ Society of CPAs 2024" or group code "ST08NJ4"
Please note that room rates are guaranteed through July 21

INSTRUCTORS

Daniel Bradley

Daniel W. Bradley, CPA

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.

Michele Kemp

Michele Kemp, CPA

Michele Kemp, CPA Little Rock, Arkansas The Kemp Firm, LLC was established in 2011 in Little Rock, Arkansas and is solely owned by Michele Kemp. She began her public accounting career at BKD, LLP, where she left as a Manager to start her own firm. Michele has over 22 years of experience providing a variety of services that include assurance, tax, training, and business consulting. Michele spends most of her time consulting with organizations to improve operational functionality, leadership and management training, and effective use of technologies. Additionally, she instructs for the AICPA and private organizations on various topics including governmental and not-for-profit updates, accounting and auditing standards, risk assessment and internal control design, fraud schemes and staff level trainings. Michele received a Bachelor of Science in Accounting and a Bachelor of Science in Economics and Finance from Arkansas Tech University. She also graduated with a Masters of Accountancy from the University of Central Arkansas. Michele is a member of the American Institute of Certified Public Accountants and member and instructor for the Arkansas Society of Certified Public Accountants.

John Levy

John F. Levy, CPA, M.B.A.

CEO

Board Advisory

John is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has more than 10 years of experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies, serving as chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

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.

PRICING

$339.00 - Full Day Member

$489.00 - Full Day Non member

AICPA members receive a discount of $30 for applicable sessions for this event.

Register Today


Note: Online pre-registration will close on August 14 at 8:30 AM.

Registrations will be accepted at the door.

ADDITIONAL OPTIONS

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