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2009 CPE Conference
Hours:
Wed, May 6, 8am-4:20pm
Thu, May 7, 8am-4pm
2009 Free
Show Hours:
Wed, May 6, 9:30am-3:30pm
Thu, May 7, 9:30am-3pm |
Host Sponsor:

Show
Management:

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Conference Program |
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2009 New Jersey Accounting, Business & Technology Show
The 15th annual largest meeting of CPAs in New Jersey each year. |
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2008 Information
Below - Check Back for 2009 |
DAY ONE - WEDNESDAY,
MAY 21
7:00-7:50am - Registration
7:50-8:00am - Opening Remarks
8:00-9:40am - General Session
Technology
Futures (CS - 2 credits)
Dana R. (Rick) Richardson -
Richardson Media & Technologies
This is Rick's 8th year of sharing his vision of our
technology future. This opening session will provide
insight into the short and longer term future for
technology, including technologies important to the
accounting professional. Topics include a review of last
year's predictions, what leading companies are doing and
how their actions will affect the rest of us, current
hardware trends, software security and emerging
technologies that will bring those trends into reality.
Rick will bring some of the latest technologies with him
to share with attendees.
11:00-11:50am - Concurrent Session
(choose one)
1. The CFO
and CIO Dialogue: How to Make It Work (CS - 1
credit)
Cynthia Jamison - Tatum LLC
Marcy LoCastro, CPA, CITP - Tatum LLC
Chief Financial Officers and Chief Information
Technology Officers have become key partners in a
variety of critical business initiatives. CFOs, like
CIOs, want to do what is right for the business but
often are not on the same page. In this session, we will
explore how IT and Finance can work together more
closely to create business value and explore some best
practices for the alignment of IT investments with
business priorities. Gain an understanding of what each
expects from the other.
2.
QuickBooks - Correcting Common Client Mistakes
(CS - 1 credit)
Marc D. Mintz CPA, CITP - Marc
Mintz & Associates, LLC
Learn how to find and correct common accounting mistakes
clients make when using QuickBooks. Topics will include
proper accounting for Sales Tax and Payroll liabilities,
voiding checks from closed periods, correcting problems
with opening balances, problems with the undeposited
funds account, A/R & A/P appearing on cash basis
statements, control accounts not tying to subsidiary
schedules and ways to trouble-shoot errors with bank
reconciliations.
1:20-3:00pm - Concurrent Session
(choose one)
3.
Effective Risk Management Techniques for CPAs (CS
- 2 credits)
John F. Raspante, CPA - CAMICO
Risk management affects virtually every business today.
A solid risk management plan enables you to enhance
safety, minimize lawsuits, meet regulatory compliance
standards, make better business decisions and enhance
asset management. This session will focus on assessing
and addressing risk. We will discuss risk management
controls, loss prevention techniques that include
defensive documentation tips.
4. Mobile
and Remote Computing (CS - 2 credits)
Robert Herman - Solution
Strategists, Inc.
This session will provide attendees with an updated
overview of the technologies that enable users to
securely connect to key resources anywhere, anytime,
regardless of physical location. Enabling technologies
include tablet PCs, PDAs, and wireless technologies such
as Bluetooth, WiFi and WiMax.
3:30-4:20pm - Concurrent Session
(choose one)
5. Blogs,
Podcasts & Social Networks (CS - 1 credit)
Gregory L. LaFollette - The CPA
Technology Advisor
Blogging has become one of the most quickly adopted uses
of the Internet and podcasting is quickly becoming a
standard for content distribution and consumption.
Social networks are exploding. What do these mediums
mean to the practicing accountant? This session will
cover all facets: who, what, how and why the world is
rushing to this new media. You'll learn about blogs and
podcasts of specific interest to practicing accountants
and we'll look at ways firms are using these
technologies to stay connected to their clients. We will
review specific blog and podcast creation tools, RSS
technology and the rise of social networks.
6.
Accounting and Auditing Update (A&A - 1 credit)
Brad E. Muniz CPA, CFP - Sobel &
Company LLC
End the day with guidance on implementing SAS 114. SAS
114 describes matters to be communicated to those
charged with governance, including the auditor's
responsibilities under generally accepted auditing
standards, the planned scope and timing of the audit,
significant audit findings and independence. We will
also focus on other new accounting pronouncements and
discuss how they will be impacting public and private
accountants.
DAY TWO - THURSDAY,
MAY 22
7:00-8:00am - Registration
8:00-9:40am - General Session
The State of
the Current Market (EC - 2 credits)
Bruce Johnstone - Fidelity
Investments
Market volatility can pose a challenge. It is important
for you to know if your portfolio is positioned to
weather stormy markets, while still being able to take
advantage of opportunities. In this opening general
session, discussion topics include an economic outlook
for 2008 and a review of worldwide stock and bond
markets. Session sponsored by Fidelity Investments
11:00-11:50am - Concurrent Session
(choose one)
7. How to
Protect Your Clients from Compliance Enforcement
Auditors (CS - 1 credit)
Alan L. Plastow - Business
Technology Consumers Network
New Jersey companies--from small and medium enterprises
to multinationals--are being aggressively hunted by the
software police and copyright cops. Enforcement auditors
frequently advertise whistle-blower rewards of up to
$1,000,000 for information leading to an audit. CPA
professionals are in a unique position to help their
clients avoid fines and penalties. Learn how to convert
substantial and costly risks into unique services. Gain
basic knowledge of enforcement industry tactics and know
how to help your clients recognize and mitigate risk
issues. You�ll get a client awareness questionnaire,
compliance assurance checklist and additional resources
and reference materials.
8. How to
Successfully Incorporate Financial Planning Services
Into Your Practice (CS - 1 credit)
Joseph A. Graziano - Future
Financial Planners, Inc.
Many accountants have transitioned into the financial
services arena, but few have been able to incorporate
these services effectively into their practices. Learn
how to avoid the top mistakes accountants make when
incorporating financial planning services. This session
will review the key elements in establishing your firm,
from licensing, compensation methods, client disclosure
and the critical elements of practice management.
1:20-3:00pm - Concurrent Session
(choose one)
9. The
AICPA's Top Ten Technology Initiatives (CS - 2
credits)
James C. Bourke, Jr., CPA, CITP - WithumSmith+Brown
"This top technology survey provides the CPA's unique
perspective regarding the impact of technology on
financial management and the fulfillment of other
fiduciary responsibilities, such as the safeguarding of
business assets, oversight of business performance and
compliance with regulatory requirements," [Barry
Melancon, CPA, President and CEO of the AICPA]. NJSCPA
Past President, James Bourke, CPA, who participated on
the Top Techs Task Force, will review the final ten
technologies that made it to the list. Get a behind the
scenes look at the process that led to this result and
some of the other technologies that came close and
generated a significant amount of interest during the
weeks leading up to the final selection.
10.
Choosing a Retirement Solution for Your Small Business
Client
(TX - 2 credits)
James Hunt - U.S. Department of
Labor
Small businesses and their employees face many of the
same retirement planning challenges as larger companies.
Get practical guidance to help you find tailored
solutions to help your small business clients with their
qualified plan needs--from choosing the best plan to
terminating a plan--and everything in between. Keep on
top of compliance issues for small employer plans.
3:10-4:00pm - Concurrent Session
(choose one)
11. New
Jersey Tax Update (TX - 1 credit)
Alan J. Preis, CPA - Alan J. Preis,
CPA, PC
This session will focus on all the intricacies of New
Jersey's state tax system. Learn what you need to know
if you represent individuals or businesses paying taxes
in New Jersey. Get up to speed on current events,
updates on NJ tax and legislative matters, hot topics,
as well as other relevant state and local tax issues.
Walk away from this session with a greater understanding
of state tax laws and how to apply them correctly.
12. Smart
Things Firms Do (CS - 1 credit)
Gregory L. LaFollette - The CPA
Technology Advisor
This session will offer a comparative analysis of the
highlights of the AICPA's PCPS/Texas CPA MAP Survey and
The CPA Technology Advisor's Productivity Survey
featuring an actionable list of things you can do to
become part of the elite performers of our profession.
Learn how the super-charged firms (their partners work
fewer hours but earn $150K per year more than average!)
adopt technology and change procedures to their
advantage!
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