2013 CPE Conference Hours: Wed, May 15, 8am-4:20pm Thu, May 16, 8am-4pm 2013 Free Show Hours: Wed, May 15, 9:30am-3:30pm Thu, May 16, 9:30am-3pm

Conference Program

2013 New Jersey Accounting, Business & Technology Show The 19th annual largest meeting of CPAs in New Jersey each year.

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Wednesday, May 15, 2013

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7:00-7:50am - Registration 

7:50-8:00am - Opening Remarks 

8:00-9:40am - Opening General Session - 2 credits

The Future of Technology (CS)
Dana R. (Rick) Richardson, CPA, CITP, CGMA – Richardson Media & Technologies, LLC

Mr. Richardson began supplying CPAs with his technology forecasts in 1981, and this year marks an unbroken string of 32 years of providing these technology predictions. During this session, he’ll share his vision of both the short and long term future of technology, including technological aspects important to the accounting professional. Topics will include a review of prior-year predictions and what major-market companies are doing and how their actions will affect you and your clients. Hear about current trends in hardware, software and communications, as well as emerging technologies that will bring those trends into reality. Additionally, Mr. Richardson will bring along some of the latest technologies to share with participants.

11:00-11:50am - Concurrent Sessions - 1 credit

1A. Bring Your Own Device: Everything You Need to Know from A to Z (CS)
James C. Bourke Jr., CPA, CITP, CFF, CGMA – WithumSmith+Brown

Discuss the concept of bring your own device (BYOD), including why you need to give it serious consideration. Additionally, find out about some of the best mobile device management (MDM) tools available to support it.

1B. Gearing up for Key Changes from FASB: A Discussion of the Proposed Revenue Recognition and Lease Guidance (AA)
Karen H. Schwartz, CPA – EisnerAmper LLP 

The FASB, both alone and in coordination with the IASB, has issued – and will continue to issue – ASUs as guidance for changes in accounting for various key areas, including revenue recognition and accounting for leases. During this session, look at the major provisions of this new guidance, discuss potential impacts on you and your clients, and find out what you can do now to prepare. 

1:20-3:00pm - Concurrent Sessions - 2 credits

2A. How Smart Accountants are Capitalizing on the “Cloud Burst” of 2013 (CS)
Gregory L. LaFollette, CPA, CITP, CGMA – CPA2Biz, a subsidiary of the American Institute of CPAs

As a CPA and a CITP; retired software executive; former executive editor of The CPA Practice Advisor; and chief strategist for the AICPA’s technology subsidiary, Mr. LaFollette enjoys a unique view of the accounting profession. During this session, take advantage of that perspective and cut through the fog of “cloud everything” by focusing on practical tools that real accountants are using with their clients today . 

2B. Federal Income Tax: Today, Tomorrow and in the Future(TX)
Patrick J. Deo, CPA, CrFA – Deo, LaManna, Deo, & Co., P.C.

Review existing tax laws and changes that impact 2013 tax return preparation and planning. Find out what we can anticipate in the short and long term, and how the evolving economic conditions and government operations impact the role of the CPA and their clients. 

3:30-4:20pm - Concurrent Sessions - 1 credit

3A. Accounting Services: Harnessing the Power of the Cloud (CS)
Gregory L. LaFollette, CPA.CITP, CGMA – CPA2Biz, a subsidiary of the American Institute of CPAs

This session will present and review a recently released whitepaper by Dr. Geoffrey Moore, best-selling author, noted speaker and business strategist. Based on original and current research conducted by Dr. Moore, this session will provide attendees with not only a solid understanding of the rapidly changing landscape of client accounting services, but also actionable tools – including specially designed apps – to assist them in determining their own firms’ status and specific strategies for taking advantage of the evolution currently impacting our profession. 

3B. Exit Strategies for Sole Practitioners (CS)
Scott Yoder, CPA (inactive), CEPA, CM&AA – Freedom Exit Advisors

When the time comes to transition into retirement, it is crucial to have an exit strategy in place. In this session, learn how to develop a successful exit strategy for you and your clients. Find out what options exist and how to best plan for the future.

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Thursday, May 16, 2013

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7:00-7:50am - Registration

7:50-8:00am - Opening Remarks

8:00-9:40am - Opening General Session - 2 credits

The New Economic and Demographic Reality (EC)
James W. Hughes, Ph.D. – Rutgers, The State University of New Jersey

It has certainly been a challenging year for the State of New Jersey. Superstorm Sandy, the fiscal cliff and the sequester have created uncertainty for businesses, households and government. What does it all mean going forward? During this opening session, leading economist Mr. Hughes will provide economic insights and forecasts for the local area and relate these issues to the main challenges that will be of importance in 2013 and beyond. 

11:00-11:50am - Concurrent Sessions - 1 credit

4A. QuickBooks Tips and Tricks (CS)
Mary Beth Raimondi, CPA – MB Raimondi, CPA

During this session, learn power user tips and tricks to help you maximize your use of QuickBooks and better support your clients. Find out how to utilize the existing transactions and lists in QuickBooks to provide better data mining and reporting, as well as a greater in-depth understanding of the job cost features and using them to their fullest.

4B. Money Management for You and Your Clients (CS)
Mark Olson – Envestnet 

Developing a sound financial management plan is a critical part of setting and accomplishing reasonable goals. During this session, learn how to best take control of your financial situation and how to advise your client in doing the same. Use wealth advisory tools to manage investment portfolios, monitor investment performance, run tax harvesting reports, effectively meet investment needs, and – most importantly – protect and build assets. 

1:00-2:40pm - Concurrent Sessions - 2 credits

5A. Developing a Disaster Recovery Plan (CS)
Thomas McDermott, CISA, CRISC, CGEIT – CohnReznick Advisory Group

In today’s technology-reliant world, cyber threats and natural and manmade disasters put businesses in a vulnerable position. Recent events such as Hurricane Sandy have served as harsh reminders of the importance of business continuity and disaster recovery planning. The insurance industry reports that one-third of businesses fail within the first year after a disaster, and another third fail during the next five years. During this session, explore best practices related to business continuity planning and disaster recovery, and share strategies that can be implemented at your company to help ensure the path to resumption of business is clear and help increase the likelihood of a full and timely recovery. 

5B. Accounting & Auditing Update (AA)
Renee Rampulla, CPA – Rampulla Advisory Services, LLC

Hear about recently issued FASB accounting standards updates, current FASB exposure drafts and other agenda projects. Other topics will include the status of Private Company GAAP, the AICPA’s Financial Reporting Framework (the New OCBOA in town), where we are with U.S. GAAP and IFRS convergence, and the Clarified Auditing Standards, including a look back on lessons learned after busy season and group audits. Additionally, find out what’s new in compilations and reviews. 

3:00-3:50pm - Concurrent Sessions - 1 credit

6A. Beyond Excel (CS)
Marc Mintz, CPA, CITP, CGMA – Marc Mintz & Associates, LLC

During this fast-paced session, learn how third-party add-in products can transform the familiar Excel spreadsheet into complete menu-driven software applications. Solutions will include programs for auditing, financial statement preparation, business valuations, financial planning and more. Your existing Excel knowledge is the only requisite to tap the power of these diverse and affordable accounting applications. 

6B. Public Accounting in a Litigious Environment (CS)
Keith S. Balla, CPA, CFF, PSA, FCPA – Fazio, Mannuzza, Roche, Tankel, LaPilusa LLC

During this session, hear practical solutions to common challenges within the practice of public accounting, paying particular attention to the sole practitioner’s point-of-view. Discuss the need for evolving services and how to survive – and thrive – in a litigious environment.