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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:
Show
Management:
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Conference Program |
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2010 New Jersey Accounting, Business & Technology Show
The 16th annual largest meeting of CPAs in New Jersey each year. |
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The
information below is from the 2009 event. |
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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?
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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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