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

Speakers

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

Rachael Bell
Rachael Bell is the Manager of Online Communications for the New Jersey Society of CPAs. She manages the Society's websites - www.njscpa.org and www.MoneyMattersNJ.com - and its email communications. Rachael is currently involved with launching and building the NJSCPA's new online community for members.

James Bourke
James C. Bourke, CPA, CITP, is a partner, member of the board of directors and a member of the management committee at WithumSmith+Brown, Red Bank, New Jersey and is Director of Firm Technology. In that capacity, he has the responsibility for overseeing all technology issues and operations for the Firm’s eleven offices and over five hundred employees. His responsibilities consist of network design and implementation, Internet connectivity solutions, wireless network configuration, technology strategic planning, as well as overseeing the acquisition, implementation and training of new applications and technologies throughout the Firm. In addition, Mr. Bourke is responsible for the Firm’s annual technology budget. He has been a frequent speaker to many State CPA Societies and the AICPA on topics specifically related to technologies employed within a CPA Firm. He has been consulted by numerous CPA Firms throughout the United States on appropriateness of technologies being employed within the Firm and has also been a frequent speaker on related topics for the New Jersey Technology Council, NJ Biz Magazine and other organizations. He has authored many articles dealing with firm technology issues and was featured on the cover of past issues of Accounting Technology magazine and Practical Accountant magazine. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of CPAs (NJSCPA). Mr. Bourke was one of the first CPAs in the nation to receive the Certified Information Technology Professional (CITP) designation from the AICPA. He is currently serving on the Executive Committee as Immediate Past President for the NJSCPA and is Past-Chairman of the NJSCPA Chapter Operations Committee and Past President of the Monmouth/Ocean Chapter of the NJSCPA. In addition, he currently chairs the AICPA’s CITP Credential Committee and is a member of the AICPA Top Technology Initiatives Task Force and current member of the AICPA Council. In September 2008, Accounting Today named Mr. Bourke as one of the Top 100 Most Influential people in Accounting. He is licensed as a CPA in New Jersey, New York and North Carolina, and received his B.S. degree in Accounting from Kean University.

Sean Callagy
Sean Callagy, Esq., CEO of The Callagy Group, has developed programs that motivate, educate and teach real world strategies to produce unparalleled results. The Callagy Group has created a unique methodology for producing dramatic improvement in business, personal life and performance. Before starting The Callagy Group, Mr. Callagy started his own law firm at the age of twenty-eight on his personal credit card. Within three years, the firm became a multi-million dollar business and in 2003 he sold his law firm in order to pursue his dream of owning and operating a training and coaching company. Prior to this, he worked for one of New Jersey’s largest and most prestigious law firms. Mr. Callagy graduated from Seton Hall Law School with honors and his undergraduate degree is from Columbia University.

Joseph DiFalco
Joseph DiFalco, CPA, is an Audit Manager at Amper, Politziner & Mattia. He provides accounting, auditing and business consulting services to clients in the public and private sectors in a variety of industries, including manufacturing, technology, life sciences and professional services. Mr. DiFalco has eight years of public accounting experience, serving at regional public accounting firms prior to joining Amper, where he has been extensively involved servicing international clients. As a member of Amper’s International Services Group, he leads the firm’s International Financial Reporting Standards (IFRS) initiative. He is active in educating clients on convergence to a single set of global financial standards and the impact that convergence will have on their businesses. Mr. DiFalco is also an active member of the firm’s Public Company Group. As an active member of The New Jersey Society of Certified Public Accountants (NJSCPA), Mr. DiFalco has presented accounting and auditing courses to Society members. He also serves as Secretary of the NJSCPA’s Mercer County Chapter and chair of the Chapter’s Accounting and Auditing committee. He is also a member of the Financial Literacy and Pay-it Forward Committees of the Society and he frequently gives presentations at New Jersey high schools and universities on financial awareness and opportunities in the accounting profession. Mr DiFalco is also a member of the American Institute of Certified Public Accountants. He graduated magna cum laude from Kent State University with a B.S. in accounting.

Harry Emerson
Harry Emerson is an expert in computers, voice and data communications, and the Internet, and the founder and CEO of Emerson Development LLC. His career history includes 25 years in various management and strategic capacities at AT&T and the design and management of large-scale, multi-million dollar enterprise applications and data systems. His most recent project is the development of a plan to modify online telecommunications, which bypasses today’s hazardous VoIP architecture completely, thus making use of the Internet's broadband capabilities without jeopardy. An audio-visual presentation describing Mr. Emerson's IronPipe security system is available on the web at ww.emersondevelopmentllc.com/ Assets/TelecomPresentation.html.

Margaret Gallagher
Margaret (“Peggy”) Gallagher, CPA, is a Director of Quality Assurance at Amper, Politziner & Mattia in Edison, NJ. She has over 25 years of accounting and auditing experience. She focuses on accounting and auditing standards for privately held and nonprofit entities with industry expertise that includes manufacturing, distribution, construction, real estate and employee benefit plans. Prior to joining Amper, Ms. Gallagher served as Director of Assurance Services for a regional accounting firm. She focused on managing all aspects of compliance with and communication of professional standards along with quality review of financial reporting engagements. She is a CPA, a member of the New Jersey Society of Certified Public Accountants, and serves as Chair of their Accounting Standards Subcommittee. She is also a member of the American Institute of Certified Public Accountants. In addition, she has been a speaker for numerous technical seminars for clients and statewide audiences. Ms. Gallagher received her B.S. degree in Accounting, magna cum laude, from Fairfield University, CT.

Gregory LaFollette
Gregory LaFollette is Executive Editor, TheTechGap.com and Host, Accounting Tech Online Webcasts. I have adopted a unique approach to the service of my profession. The first is as a consultant to public accounting firms and to vendors seeking to serve those firms; the second is as Executive Editor of TheTechGap -- the country’s premier digital resource for content specifically created for the tax and accounting profession and for vendors who seek to serve that community; and the third, just to insure I stay completely current with the trials and tribulations of the practicing accountant, is as Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP. I was the Executive Editor of The CPA Technology Advisor, the country's leading print publication dedicated to the application of technology to public accounting until I left that post in 2009 to slow down. Formerly I was VP at Thomson Creative Solutions and Tax & Technology partner at LaFollette, Jansa, Brandt & Co., LLP. I served on the AICPA CITP Credential Committee (Chair), the National Accreditation Commission (ad hoc via the Credential CITP Committee), the Top Technologies Task Force, and the TECH+ Planning Committee. I completed my professional training at Augustana College . I am a CPA and a CITP and also a member of the AICPA Information Technology Division. I am a national speaker for CPA societies, industry groups, and computer user groups and have published hundreds of articles on financial services and computer systems management. I host dozens on webcasts every year and record a series of regularly scheduled, recurring podcasts.

Don Meyer
Donald Meyer is the communications director of the New Jersey Society of Certified Public Accountants (NJSCPA). He has an extensive background in public relations, marketing, market research and member service to the 15,000-plus member professional association. Mr. Meyer came to the NJSCPA from the Craft & Hobby Association, a 6,000-member group of manufacturers, distributors and retailers of craft and hobby products, where he was Director of Marketing and Public Relations. He managed media and new member outreach, directed industry branding and research programs, and supervised marketing for one of the nation’s largest trade expositions. Mr. Meyer is a graduate of the Broadcast School of Journalism at Syracuse University.

Patrick O'Keefe
Patrick J. O’Keefe is Director of Economic Research at J.H. Cohn and serves as a strategic advisor to the firm’s Chief Executive Officer and management committee. In addition to extensive executive experience in the not-for-profit sector, Mr. O’Keefe served as Deputy Assistant Secretary in the U.S. Department of Labor, administering federal programs for worker training, employment-related insurance, and labor market services. He was the Deputy Director of the National Commission for Employment Policy and worked as a consultant with the Urban Institute. A veteran of the U.S. Army, Mr. O’Keefe holds a Bachelors degree in Economics from the University of Scranton and a Master’s from the University of Utah.

Gail Perry
Gail Perry is a CPA and a financial journalist. She is the managing editor of AccountingWEB, the online daily news magazine for members of the accounting profession. She has worked in public accounting for more than 20 years and has spent that time helping her clients make the best use of the tax laws and accounting rules that benefit them and their businesses. She is a former senior tax accountant with the Big Four firm Deloitte, where she specialized in providing tax planning services and advice to small businesses. She has written hundreds of newspaper and magazine articles about taxes, accounting, personal and business finances, and financial software. She is the author of more than 20 books, including The Complete Idiot’s Guide to Doing Your Income Taxes, Quicken All-In-One Desk Reference for Dummies, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income. She has spoken at various state CPA society and professional accounting events. Currently she is an instructor of online personal finance course offered at over 2,000 colleges and adult education programs across the country. Ms. Perry has a degree in English and journalism from Indiana University.

Alan Preis
Alan J. Preis, CPA, principal in Alan J. Preis, CPA, PC, conducts a practice limited to state and federal tax matters in Florham Park, New Jersey. Previously, he spent over twenty years in the Parsippany, NJ office of Deloitte & Touche, where he was a tax partner concentrating in New Jersey and multistate tax matters. Mr. Preis is a professional resource to CPAs, attorneys and businesses in matters of New Jersey and multi-state taxation. He lectures on state tax matters, and is recognized as an outstanding instructor by the American Institute of Certified Public Accountants and as a Distinguished Discussion Leader by the New York State Society of CPAs’ Foundation for Accounting Education. He is the co-author and instructor of a full-day course on New Jersey taxes presented annually for the New Jersey Society of Certified Public Accountants. He has chaired the NJSCPA State Taxation and Multistate Taxation Committees, as well as the NYSSCPA Interstate Taxation Committee. He is a member of the AICPA Tax Division and has served on its State and Local Taxation Committee. Mr. Preis served on the Taxation Committee of the New Jersey Business & Industry Association and Governor Codey appointed him to the New Jersey Sales and Use Tax Review Commission. He received a B.A. from Columbia University and an M.B.A. from the Wharton Graduate Division of the University of Pennsylvania.

Dana Richardson
Dana R. (Rick) Richardson, CITP, is president of Richardson Media & Technologies LLC, a multi-media and strategic technology consulting company. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology. Mr. Richardson has been named to the “Technology 100” – the annual honors list of the 100 key achievers in technology in America – and honored by the American Institute of CPAs with two lifetime achievement awards for his contributions to the profession in the field of technology. Accounting Todaymagazine named him as one of the “Top 100 Influential People in Accounting.” He is a sought-after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators and students.

Gail Rosen
Gail Rosen, CPA, is president of Gail Rosen, CPA, PC, which is a full-service accounting practice in central New Jersey serving individuals and business clients. She has been a practicing CPA for over 24 years. She has a quality staff of accountants with many years of experience and a broad base of expertise. Ms. Rosen has earned a reputation for putting complex accounting, tax and entrepreneurial issues into language from which both nonprofessionals and professionals can comprehend and profit. Broadcast and print media frequently call upon Ms. Rosen for insights on tax matters affecting businesses and individuals. She is a popular speaker for business organizations, community groups and government agencies, and sits on the Board of Directors for several highly respected organizations.

Bryan Saftlas
Bryan Saftlas, CPA, is a Senior Manager in Crowe Horwath, LLP’s audit and assurance practice. Mr. Saftlas has 13 years of experience in public accounting with a particular emphasis on audits of financial statements and internal control over financial reporting for both SEC filers and privately held companies. He has provided, audit, consulting, and due diligence services to clients in various industries including financial institutions, retail automotive dealerships, telecommunications, technology, manufacturing, distribution, professional services, and food services. Mr. Saftlas has an active role in the development and delivery of continuing education programs as an instructor for the firm’s continuing education training programs. In addition, he has served as an adjunct professor in the accounting department of the Rutgers University School of Business.

Richard Weber
Richard M. Weber, M.B.A., CLU, is founder and president of The Ethical Edge, Inc., providing training and consulting services that help empower both agents and their clients to explore and view life insurance in the broader context of financial planning. He was a co-developer of Dynamic Insurance Solutions and Historic Variability Module – computer-based tools that have begun to revolutionize the way advisors and their clients view life insurance products. Mr. Weber has over 25 years experience in the insurance industry. He has authored several books and numerous articles for business publications. Mr. Weber has served as an instructor of insurance and adjunct professor of ethics. He is a frequent presenter and has created numerous customized programs for insurance companies and their agents. Mr. Weber recently formed the Institute for Integral Retirement Planning, whose publication “Thriving Beyond Midlife” is a practical guide for those beginning to consider the issues of retirement and aging. Mr. Weber is the Society of Financial Service Professional’s Kenneth Black, Jr. Leadership Award recipient for 2008, and in 2009, he was elected to the NAEPC Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award.

Leonard Witman
Leonard J. Witman, J.D., is senior tax partner at the firm of Witman, Stadtmauer, P.A. located in Florham Park. He is a nationally noted lecturer and author in the tax, estate, elder planning and deferred compensation fields. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Divi¬sion. Mr. Witman is a member of the New York and New Jersey Bars, and a former Chairman of the New Jersey State Bar Association Taxation Committee. He is an arbitrator for the American Arbitration Association, the New Jersey State Chair Elect of the American College of Trust and Estate Counsel, and a member of the Academy of Elder Law Attorneys. Mr. Witman has written extensively for numerous periodicals and is the author of A Retirement Planning Technique Book published by The Kugler Company. He is also a member of the Editorial Board of The Practical Accountant and has been quoted in financial columns. He has been listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. Mr. Witman is a graduate of Rutgers College and New York Law School.