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.

The information below is from the 2009 event.

Don Betterton
Don Betterton is the principal of Betterton College Planning LLC, which guides families through the perplexing, yet crucially important college-going process. Mr. Betterton is a college admissions and financial aid expert. He served on the Admission Committee and directed the Office of Financial Aid at Princeton University over a period of 30 years. At Princeton, he was the architect of the school’s innovative “no loan” program and gained recognition as a national leader in his profession. His range of knowledge is extensive, including all aspects of both need-based and merit aid. Mr. Betterton is an admission expert and is familiar with college admissions from policy level discussions to the evaluation of student credentials. He has conducted dozens of individual and group counseling sessions on how a student should prepare both inside and outside the classroom for admission to a selective college. He has consulted on enrollment management issues at more than two dozen colleges. Mr. Betterton has been a trustee of the College Board and was honored by being named to the College Scholarship Service Hall of Fame. He chaired the policy committee of the Consortium of Higher Education, an association of the nation’s top colleges that conducts research in the areas of admission and financial aid. He also served on the policy committee of the Council of Ivy Group Presidents. He currently is on the advisory board of the National Institute of Certified College Planners. Mr. Betterton is a graduate of Dartmouth and has a M.A. from Rutgers.

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 New Jersey Society of Certified Public Accountants and is also 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 AICPA Council. In September 2008 Jim was named by Accounting Today 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.

Christopher Chudyk
Christopher M. Chudyk, CPA, CITP, is a partner with Traphagen & Traphagen CPAs, LLC. His expertise is in the area of individual and corporate tax returns, audits, reviews, compilations, acquisitions, computer consulting, and tax planning. He is also a Certified QuickBooks Advisor and a Certified Information Technology Professional (CITP) as designated by the AICPA. A CITP is a CPA recognized for their technology expertise and unique ability to bridge the gap between business and technology. This designation is held by only 998 of over 300,000 CPAs nationwide. Mr. Chudyk is a member of the New Jersey Society of Certified Public Accountants (NJSCPA) and the American Institute of Certified Public Accountants (AICPA), and has been chairperson of the technology committee for the Bergen Chapter of NJSCPA. He is a graduate of Ramapo College.

Margaret Gallagher
Margaret F. Gallagher, CPA, is Director of Quality Assurance at Amper, Politziner & Mattia. 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. She has 25 years of accounting and auditing experience. 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. Ms. Gallagher is 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. She has been a speaker for numerous technical seminars for clients and state-wide audiences. Ms. Gallagher received her B.S. in Accounting from Fairfield University.

Mark Green
Mark E. Green, founder of Performance Dynamics Group LLC, is a speaker, strategist, consultant and coach. Mr. Green has spoken to and consulted with hundreds of successful, closely-held businesses and partnerships to help them take more proactive control of their destiny by sharpening focus, increasing accountability, and implementing processes that lead to more predictable and sustainable results. Mr. Green’s professional experience includes 15 years in a number of industries and management roles for both small and large firms. His senior management responsibilities included outsourcing and consulting for the banking and technology industries, and providing services to a boutique executive search firm specializing in technology and management consulting. Mr. Green also has expertise in event management, publishing, and marketing services, and extensive functional experience in management, marketing, sales, information technology, and staffing. He earned his Bachelor of Arts degree from Washington University.

John Harrison
John M. Harrison, CPA, MST, is a Senior Manager in the Tax Department of Amper, Politziner & Mattia. He has serviced many industries, including technology, healthcare, retail and manufacturing. His areas of expertise include Corporate Tax, FAS 109, FIN 48 and Pass-through entities. Mr. Harrison is knowledgeable in both domestic and international corporate tax, choice of entity, acquisitions, reorganizations and due diligence, as well as partnership transactions, inbound and outbound transactions and taxation of foreign entities. His experience includes the review of corporate, partnership, and individual tax returns and representation at federal and state audits. In addition, he is one of the firm’s experts in Accounting for Income Taxes and Uncertain Tax Positions (FIN 48). Mr. Harrison is a member of the AICPA and NJSCPA. He earned his B.S. degree in Accounting from Rutgers University and his M.S. in Taxation from Seton Hall University.

Robert Herman
Robert P. Herman, CPA, CITP, MCP, is the vice president of Operations for Solution Strategists, Inc. Previously, he was a partner in a local CPA firm, where he gained experience in tax, accounting services and systems consulting and implementation. Mr. Herman has spoken before many organizations on systems, technology and computer related subjects. He is licensed in the state of New Jersey as a CPA, is a member of the AICPA, NJSCPA and is past president of the NJSCPA Passaic County Chapter. He currently serves an appointed member of the NJSCPA Technology Advisory Group, assisting Society leadership with developing and implementing technology strategy. Mr. Herman received a B.A. in accounting from William Paterson College and a B.A. in psychology from Rutgers University.

Gregory LaFollette
Executive Editor, TheTechGap.com
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.

My wife, Kaye, and I have one grown daughter and choose to live in our hometown of Sioux Falls, SD.

Marc Mintz
Marc D. Mintz, CPA, CITP, is the founder of Marc Mintz & Associates, LLC, a technology consulting firm founded in 1984, which specializes in the selection and implementation of information technology systems for small to mid-sized businesses, with an emphasis on accounting and financial applications. Additional areas of expertise include sales and marketing systems, local area networks, database design and programming, as well as electronic business applications. Prior to forming Marc Mintz & Associates, LLC, he was employed by the Brooklyn District Attorney's Office in the Economic Crimes and Arson Bureau, and then by a mid-sized CPA firm. Mr. Mintz has taught a variety of technology courses with an emphasis on business applications for CPAs and is a member of the AICPA, having attained the Certified Information Technology Professional (CITP) designation. Mr. Mintz is an active member of NJSCPA. He served as president of the Passaic County Chapter, is an Editorial Advisory Board member for New Jersey CPA and sits on the Accounting Business & Technology Show committee. Additionally, he is Chairman of the Executive Council of William Paterson University's Business Advisory Board. Mr. Mintz is also a former executive director of the North Jersey Regional Chamber of Commerce. He received a B.A. degree in accounting from Michigan State University.

Brad Muniz
Brad E. Muniz CPA, CFP, is the director of Accounting and Auditing at Sobel & Company, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has experience in the areas of financial reporting, tax compliance and planning for closely-held businesses, SEC registrants, nonprofit organizations, and strategic business planning. Mr. Muniz has significant experience in a variety of industries, including real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Among his activities with the NJSCPA, he is currently the Treasurer of the Board of Trustees, chair of the Finance Committee, and serves on the Education Foundation Board of Trustees. He has served on numerous committees and has presented and participated in many conferences. Mr. Muniz has served as an Adjunct Professor of Accounting at William Paterson University and the College of Saint Elizabeth. He holds a B.A. in Accounting from William Paterson University.

Joel Naroff
Joel L. Naroff, Ph.D., President of Naroff Economic Advisors, serves as chief economist for TD Bank providing guidance on a broad range of domestic and international economic issues with up-to-the minute insight regarding local, national and global financial trends and developments. Mr. Naroff received the 2008 Lawrence R. Klein Award for Blue Chip Forecast Excellence from the W.P. Carey School of Business at Arizona State University. The award is one of the most prestigious and longest-standing awards in economics. Mr. Naroff was selected for having the most accurate economic forecast among the Blue Chip Economics Indicators survey participants for the years 2004 to 2007. Bloomberg Business News also has named him Top Forecaster in America for 2008. The National Association for Business Economics awarded him its 2007 NABE Outlook Award as “Forecaster of the Year.” Mr. Naroff also has been MSNBC.com’s Champion Forecaster and is recognized as one of the top ten economic forecasters by USA Today. He is widely quoted in many of the nation’s leading business publications including the Wall Street Journal, New York Times, USA Today, Business Week, Bloomberg News, the American Banker, Barron’s and Investors Business Daily. Mr. Naroff also appears often on CNBC, Fox Business News and CN8 and can be heard frequently on all the major national news radio networks, and weekly on KYW News Radio in Philadelphia.

Arthur Nathan
Arthur E. Nathan, CPA, CITP, is president and founder of Solution Strategies, Inc. (SSI), a business software-consulting firm with offices in New York City and Cranford, NJ. His primary responsibilities include sales, marketing and solutions development. Prior to starting SSI, Mr. Nathan had over 25 years experience spanning diverse industries such as wholesale distribution, retail, construction, entertainment and public accounting. Actively involved in the CPA community, he has served on numerous committees for the NJSCPA and the NYSSCPA, and is a frequent speaker for both. He is also a member of the AICPA and a founding member of the Information Technology Alliance (ITA). He received a B.S. degree in Accounting from Rutgers University and holds a CPA license from the State of New York.

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 has been 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 was appointed by Governor Codey 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.

Mary Beth Raimondi
Mary Beth Raimondi, CPA, CITP, has been in practice for over 25 years. She has used QuickBooks since the DOS version and set up all her small businesses using QuickBooks. Ms. Raimondi is an active user of QuickBooks Remote Access, QuickBooks Merchant Services and ProSeries tax software. She is an Advanced QuickBooks Certified ProAdvisor as well as certified in QuickBooks Enterprise Solutions. She is a charter member of the Intuit Training/Writing Network and has been teaching QuickBooks seminars nationally since 1999. Ms. Raimondi’s focus is mainly on QuickBooks consulting and training. She received a Masters degree in Taxation.

Dana Richardson
Dana R. (Rick) Richardson, CPA, 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. He has been named as one of the “Top 100 Influential People in Accounting” by Accounting Today magazine. 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.