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2010 CPE Conference Hours:
Wed, May 12, 8am-4:20pm
Thu, May 13, 8am-4pm

2010 Free Show Hours:
Wed, May 12, 9:30am-3:30pm
Thu, May 13, 9:30am-3pm

Host Sponsor:
New Jersey Society of Certified Public Accountants Web site

Show Management:
Flagg Management Home Page

 

Conference Program

2010 New Jersey Accounting, Business & Technology Show
The 16th annual largest meeting of CPAs in New Jersey each year.

The information below is from the 2009 event.

DAY ONE - WEDNESDAY, MAY 6

7:00–7:50am — Registration 

7:50–8:00am — Opening Remarks 

8:00–9:40am — Free Opening General Session
Technology Futures - 2009 (CS – 2 credits) 
Dana R. Richardson, CPA, CITP – Richardson Media & Technologies, LLC
Rick Richardson began providing CPAs with his technology futures forecast in 1981, and this year will mark an unbroken string of 29 years of predicting our technology future. Richardson will provide attendees with his vision of both the short- and longer-term future for technology, including technologies important to the accounting professional. Topics will include a review of prior-year predictions, what major-market companies are doing and how their actions will affect all of us, current trends in hardware, software, security, and communications and emerging technologies that will bring these trends into reality. He will conclude with his personal forecasts on our technology future. Look for Richardson to bring some of the latest technologies with him to share with participants. 

11:00–11:50am — Concurrent Session (choose one) 

 
1. QuickBooks Tips & Tricks
(CS – 1 credit)
Christopher Chudyk, CPA, CITP - Traphagen Financial Group
This session will provide insights to various efficiencies to assist you in providing meaningful reports and information for your clients. We will explore the Accountants Copy feature used through QuickBooks to provide a more efficient process. We will answer common QuickBooks questions, guide you through various transactions used to prepare reports, and make you aware of traps to avoid.
2. Accounting & Auditing Update
(A&A – 1 credit)
Brad E. Muniz, CPA, CFP - Sobel & Co., LLC, CPAs
A review of recent accounting and auditing guidance issued and in the hopper will be explored. Keep abreast of the fast-paced changes in accounting and auditing. During this session we will cover the most relevant pronouncements, exposure drafts and consensus reports recently issued in the accounting, auditing, compilation and review arenas. This session will help you identify and apply recently issued FASB statements, interpretations and technical bulletins. Learn how to assess the effect of current auditing standards and standards on accounting and review services.

1:20–3:00pm — Concurrent Session (choose one) 

 
3. It's a Great Time to Be in Public Accounting!
(CS – 2 credits)
Gregory L. LaFollette, CPA, CITP - The Progressive Accountant
The perfect storm of technology, demographics and legislation has combined to make the profession more profitable than ever. As a retired software executive, Executive Editor of The Progressive Accountant and a practicing accountant, LaFollette enjoys an unusually dynamic view of our profession. During this session, LaFollette will review how we've gotten to where we're at as a profession and why some firms flourish while others languish. He will lead us through his predictions based on the convergence of three major drivers: technology, demographics and legislation. Leave this session with an understanding of why these unrelated forces are resulting in a bonanza for practicing public accountants.
4. New Jersey Tax Update
(TX – 2 credits)
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, New Jersey tax and legislative matters, hot topics, and other relevant state and local tax issues. Gain valuable guidance on 2009 New Jersey Tax Amnesty expected to begin by May 1, 2009. Walk away from this session with a greater understanding of state tax laws and, more importantly, how to apply them.

3:30–4:20pm — Concurrent Session (choose one) 

 
5. Yes, Virginia, There are Differences in Accounting Packages: A Group Panel Discussion
(CS – 1 credit)
Robert P. Herman, CPA, CITP, MCP - Solution Strategists, Inc.
Marc D. Mintz, CPA, CITP - Marc Mintz & Associates, LLC
Arthur E. Nathan, CPA, CITP - Solution Strategists, Inc.

Did you know there are major differences in accounting software packages? Come and discover the basic differences between not-for-profit, for-profit, service, back-office Accounting and ERP systems. Become more aware of what type of accounting package an organization needs to best fit their requirements.
6. How to Control Your Destiny in Turbulent Times
(CS – 1 credit)
Mark E. Green - Performance Dynamics Group, LLC
The perfect labor storm and the concurrent financial crisis have collided. As a result, you or your firm will be challenged to change in a way for which it has no precedent. Innovative leaders know that turbulent times can provide rare opportunities for growth. Now is not the time to retreat and crawl under a rock; it's a time to adjust and act!. Attend this eye-opening and interactive session to help you improve your sense of control and maximize focus on the things that are most important to your firm's success in 2009. You will walk away with practical information on how to position yourself for growth in these challenging times.


 
DAY TWO - THURSDAY, MAY 7

7:00–7:50am — Registration 

7:50–8:00am — Opening Remarks 

8:00–9:40am — Free Opening General Session (CS – 2 credits)
8:00-8:30am: 
Help Your Clients Meet Their Financing and Growth Needs
Margaret Piliere - NJEDA, Business Development North Division
Discover how the New Jersey Economic Development Authority (EDA) offers business financing and incentive programs to add value to your client relationships. Whether your clients need financing for working capital to purchase fixed assets, expand or renovate a location, relocate to a new location, or to support their bank credit facility through a loan guarantee or line of credit guarantee through a Preferred Lender, the EDA provides the resources and access to capital necessary to help your clients reach their full potential. In addition, learn how your clients can take advantage of New Jersey's economic stimulus programs such as Main Street Business Assistance or InvestNJ. Plan to attend the general session panel or visit booth #113 to speak with an EDA representative. Visit the EDA on the web at www.njeda.com. 

8:30-9:40am: 
Where Do We Go From Here?
Joel L. Naroff - TD Bank
These are extraordinary times for the state, the business world and the world economy. So where do we go from here? Where is the state going to get its growth going forward? How do you help your clients through tough economic times? Join nationally acclaimed economic expert Joel L. Naroff, Ph.D. who will provide insight into local, national and global financial trends and developments. 

11:00–11:50am — Concurrent Session (choose one) 

 
7. The Shrinking Platform - Tiny Laptops, Eee PC, iPhone, Blackberry - What's a CPA to Do? (CS – 1 credit)
James C. Bourke Jr. CPA, CITP - WithumSmith+Brown
Over time, our profession has seen deployment and utilization of all sorts and sizes of technology. In today's fast-paced world, requiring an almost instantaneous response, it makes perfect sense to shrink the devices that are used to communicate with our clients and business associates. This session will provide an overview of the shrinking platform, focusing on those devices that are right for the CPA. Bourke will also highlight some tools and applications that were specifically built to cater to these smaller devices.
8. Federal Tax Update
(TX – 1 credit)
John M. Harrison, CPA, MST - Amper, Politziner & Mattia PC
This session summarizes the major provisions of new federal tax legislation, cases and regulations. Get up to speed on recent developments having special meaning to the tax practitioner and return preparer. Practical solutions to problems of the general practitioner and tax planning will be emphasized.

1:00–2:40pm — Concurrent Session (choose one) 

 
9. Improve Profitability at Year-End Utilizing Intuit's Client Data Review
(SK – 2 credits)
Presented by the Intuit Academy
Mary Beth Raimondi, CPA, CITP

Do you find yourself with little capacity to take on additional clients during busy season? Would you like to add additional revenue streams by offering quarterly reviews for clients? Discover the power of Client Data Review - integrated as part of Intuit QuickBooks Premier Accountant 2009. Reduce time cleaning up client data files at year end and in preparation for year end tax work. This helps improve your profitability and efficiency. With the new Client Data Review you are empowered to clean up the QuickBooks data in an efficient manner which can lead to future value-added services above and beyond tax preparation during your slower times of the year. You will come away with an understanding of how the QuickBooks data seamlessly integrates with Lacerte Tax software to improve productivity when preparing tax returns. Becoming more productive and efficient can streamline your quarterly reviews and/or year-end procedures to meet deadlines in a more timely fashion. Your clients can benefit from these improvements resulting in an increase in client satisfaction, referrals and profitability.
10. Employee Benefit Plan Audits: An Accounting & Auditing Briefing
(A&A – 2 credits)
Margaret F. Gallagher, CPA - Amper, Politziner & Mattia PC
Auditing employee benefit plans isn't what it used to be. Find out what you need to focus on for this year's audits, including getting ready to apply fair value accounting (SFAS 157), opportunities for auditing 403(b) plans, DOL "hot button" areas, and common deficiencies in employee benefit plan financial reports.

3:00–3:50pm — Concurrent Session (choose one) 

 
11. Blogs, Podcasts & Social Media for CPAs (CS – 1 credit)
Gregory L. LaFollette, CPA, CITP - The Progressive Accountant
Blogging has proven to be one of the most quickly adopted uses of the Internet, and its little brother, podcasting, is quickly becoming a standard for content distribution and consumption. Social networks are exploding. What do these new mediums mean to the practicing accountant? This session will cover all facets: who, what, how, and (most importantly) WHY the world is rushing to "new media." You'll learn of existing 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 touch upon the rise of "social networks." Facebook, anyone?

 
12. Choosing a Good College and Paying For It (CS – 1 credit)
Don Betterton - Betterton College Planning LLC
Applying to college is not the same as when you went to school! A former admission committee member of Princeton gives you an insider's view of present-day college admissions. Also, since successfully planning for college is as much about how to pay the tuition bill as it is about getting admitted, the speaker, a former director of aid, will cover financial issues as well.

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