Show & Conference Schedule | New Jersey Accounting, Business & Technology Show

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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:

Conference Program

2009 New Jersey Accounting, Business & Technology Show
The 15th annual largest meeting of CPAs in New Jersey each year.

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!