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2009 CPE Conference
Hours:
Wed, May 6, 8am-4:20pm
Thu, May 7, 8am-4pm
2009 Free
Show Hours:
Wed, May 6, 9:30am-3:30pm
Thu, May 7, 9:30am-3pm |
Host Sponsor:

Show
Management:

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Speakers |
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2009 New Jersey
Accounting, Business & Technology Show
The 15th
annual largest meeting of CPAs in New Jersey
each year. |
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2008 Information
Below - Check Back for 2009 |
James C. Bourke
James C. Bourke, Jr., CPA, CITP, is a Shareholder and Director
at WithumSmith+Brown. Mr. Bourke is currently the President of
the NJSCPA. He has served on the NJCPA Board of Trustees as
secretary, as a member of the NJSCPA Litigation Services, Legal
Profession Liaison and Committee Operations committees and as
chairperson of the Chapter Operations Committee. Mr Bourke has
served as president, vice president, secretary treasurer and
director of the NJSCPA Monmouth-Ocean Chapter and also served as
chairperson for various Monmouth/Ocean Chapter committees. In
addition, he serves on the AICPA's CITP Credential Committee and
is the current chair of their State Society Reach Out Committee.
He is an active board member of the New Jersey Technology
Council and serves on the advisory council of a regional bank.
Mr Bourke is a frequent author on CPA firm technology issues for
our industry's trade publications and speaks at many state
society conferences and seminars throughout the country on
topics or current technology trends in CPA firms, as well as the
specific technologies effecting our profession. Bourke earned
his B.S. in Accounting from Kean University.
Joseph Graziano
Joseph A. Graziano CFP, Vice President and Partner of Future
Financial Planners, Inc., with offices located in Bayonne and
Hazlet, New Jersey, joined the firm 1993. Among the clients he
assists with education planning, investments, retirement,
insurance and estate plans are affluent individuals, successful
professionals, owners of small businesses and retirees. Sharing
his knowledge through seminars, Mr. Graziano discusses a variety
of topics for groups such as the Bergen and Hudson County
Chapter of CPAs, Hudson Catholic High School, and the National
Society of Tax Professionals annual national convention. For
over 10 years Future Financial Planners, Inc. has specialized in
assisting CPAs and accountants in offering financial planning
products and services to their clients. Currently the firm works
with over 145 firms in New York, New Jersey and Pennsylvania.
Robert P. 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. Mr. Herman is a member
of the AICPA, NJSCPA and is past president of the 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 and is licensed in
the state of New Jersey as a CPA.
James Hunt
James Hunt is the Lead Benefits Advisor with the New York
Regional Office of the Employee Benefits Security
Administration. His job responsibility is to provide customer
assistance to pension and welfare plan participants; provide
technical assistance to participants, employers, plan officials,
and congressional offices; assist with the training of new
benefit advisors; and promote public awareness of employer
sponsored benefits plans and applicable laws.
Cynthia Jamison
Cynthia Jamison M.B.A. currently serves as National Director of
CFO Services for Tatum, LLC--the nation's largest and
fastest-growing executive services firm focused on financial
leadership. In this role, she identifies emerging issues and
trends to enhance and streamline the CFO function in today's
tumultuous business market. Prior to joining Tatum, Jamison
served as CFO for Chart House Enterprises, Inc. (60-unit, $150
million NYSE Restaurant Company); as Vice President of Finance
for Allied Domecq Retailing USA (Baskin Robbins/Dunkin Donuts);
and as Senior Vice President of Strategic Development for DAKA
International. Earlier in her career, she held various
consulting/technical positions in management consulting (Hewitt
Associates), accounting (Arthur Andersen & Co.) and commercial
banking (Northern Trust Co.). Jamison currently sits on the
Board of Directors for Tractor Supply Company (TSCO), a retail
chain selling land and animal products, and B&G Foods (BGF), a
branded food company. She is Chairman of the Audit Committee for
both and sits on the Nominating Committee for TSCO and the
Compensation Committee for BGF. She also served on the Board of
Directors for Horizon Organic Holding Company (HCOW) before its
sale to Dean Foods.
Bruce Johnstone
Bruce Johnstone is a managing director, Fidelity Investments,
and senior marketing investment strategist. During his more than
40-year tenure, he served 19 years as portfolio manager of
Fidelity Equity-Income Fund. During that period, the fund grew
to over $4 billion in assets and achieved a return of over
1100%, nearly twice that of the S&P 500. In 1987, Money magazine
named Mr. Johnstone "America's Best Income Advisor."
Gregory LaFollette
Gregory L. LaFollette, CPA, CITP is a nationally recognized
speaker on subjects that address the use of technology to
support a better business process with the goal of building a
better accounting practice. Mr. LaFollette is an accomplished
professional who is adept at sharing his knowledge in ways that
both engage and inform the audience. He is uniquely qualified to
help firms navigate through the technology maze to find
practical solutions that work. Prior to this, he practiced for
over 25 years in the large, local firm he founded in South
Dakota and spent over five years as VP of Product Strategy fir
Thomson Creative Solutions. He left that position in 2003 to
take editorial and strategic responsibility for The CPA
Technology Advisor. Mr. LaFollette is also very active in the
profession, chairing the prestigious AICPA CITP Credential
Committee and serving on its Top Ten Technologies Committee and
its TECH Conference Planning Committee. He also consults ad hoc
with many state societies Technology Conference planning
committees.
Marcella LoCastro
Marcella (Marcy) LoCastro, CPA, CITP, is currently the associate
managing partner for Tatum LLC one the largest and
fastest-growing executive services firm in the United State. Ms.
LoCastro has over 30 years of experience working with CEOs and
CFOs providing accounting solutions, software package
implementation, business process improvement and management
reporting solutions. She has held Principal and Partner roles
with Deloitte and Touche/Deloitte Consulting LLP, JH Cohn LLP/JH
Cohn Software Associates, Arthur Andersen LLP and Ernst & Young,
LLP. In these roles Marcy has dealt exclusively with many of the
major financial software vendors, including Oracle, JD Edwards,
SAP and Lawson--on behalf of her clients. Her experience has
been across a wide range of industries, including Medical
Devices, Life Sciences, Manufacturing and Consumer Products. She
has been a frequent speaker on information systems topics for
accounting and business associations, women's topics for various
women's associations and has been a contributor to several
articles. She also has been a panelist on News 12 New Jersey's
"New Jersey Business" television program. She was part of a
panel of NJAWBO members who appeared in a national documentary
by Ivanhoe Broadcast News on "Women and Ambition". Ms. LoCastro
is a recipient of Business News New Jersey New Jersey Leader
Recognition Award and was honored by the New Jersey Society of
Certified Public Accountants (NJSCPA) with its 2006 Service
Award, Garden State Woman of the Year Professional Services
Award for 2006 and NJBIZ New Jersey�s Best 50 Women in Business
for 2007. She is also the president of Executive Women of New
Jersey, the oldest professional women's group in the State.
Marc D. Mintz
Marc 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. 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. Currently, he serves 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. 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.
Brad E. Muniz
Brad E. Muniz CPA, CFP, is the director of Accounting and
Auditing at Sobel & Company, and serves small businesses and
individuals in the areas of accounting, auditing, tax and
business consulting. He has over 18 years experience in the
areas of financial reporting, tax compliance and planning for
closely held businesses, SEC registrants, non-profit
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. He is currently the chair
for the NJ CPA-PAC and the chair of the NJCPA Chapter Operations
Committee, and has served on the NJCPA Sports & Entertainment,
Young CPAs, Personal Financial Planning, Accounting Educators &
Students, and Government Relations committees and has led
numerous presentations and participated in many conferences. In
addition, he is active in local civic and charitable
organizations. 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.
Alan L. Plastow
Alan L. Plastow, MAT, PMP with Business Technology Consumers
Network is an entrepreneur with extensive experience. Mr.
Plastow created the industry's first vendor-neutral
certifications in copyright compliance assurance as well as
software asset management and technology asset management. He is
the founder of two global professional development and
networking organizations. Mr. Plastow has enabled hundreds of
companies as well as individuals to drastically reduce the costs
and risks related to acquiring, possessing, and disposing of
technology assets. From the small, local business to the large
multi-nationals, Plastow delivers easily used methods for
countering the threat of predatory copyright enforcement audits
while enhancing real world ROI on all tech assets.
Alan J. Preis
Alan J. Preis, CPA, conducts a practice limited to state and
federal tax matters for his own account in Florham Park, New
Jersey. Prior to 1992, he was a tax partner, concentrating in
New Jersey and multistate tax matters, in the Parsippany, NJ
office of Deloitte & Touche, with which firm he had spent over
twenty years. He lectures on state tax matters, and has been
recognized as an outstanding instructor by the American
Institute of Certified Public Accountants and a Distinguished
Discussion Leader by the New York State Society of CPAs
Foundation for Accounting Education. Mr. Preis is a professional
resource to CPAs, attorneys and businesses in matters of New
Jersey and multi-state taxation 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 New Jersey Society of CPAs State
Taxation and Multistate Taxation Committees, as well as the New
York State Society of CPAs 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. Mr.
Preis was recently appointed by Governor Codey to the New Jersey
Sales and Use Tax Review Commission. He received a B.A. from
Columbia and an M.B.A from the Wharton Graduate Division of the
University of Pennsylvania.
John F. Raspante
John F. Raspante, CPA is a national account advisor with Camico
Mutual Insurance Company. He is responsible for supporting and
strengthening Camico's relationships with state CPA societies,
CPA alliances and associations, large CPA firms, and insurance
agencies. Mr. Raspante began his career as a staff accountant
for the American International Group (AIG) and then for Lehman
Brothers. In 1982, he started his own public accounting
practice, which he successfully expanded to serve a diverse
clientele with customer-focused accounting and financial
services for over 20 years. A graduate of Baruch College at CUNY
in New York with a B.B.A. degree in accounting, Mr. Raspante is
a member of the American Institute of CPAs, 10 state societies,
the National Society of Tax Professionals, and the National
Association of Tax Professionals. He was retained by the AICPA
for question submissions for the uniform CPA exam and is the
author of "An Ethics Quiz," which appeared in the August 2002
Journal of Accountancy. Mr. Raspante serves on the Matrimonial
Interest Group of the NJSCPA and the Insurance Committee of the
Connecticut Society of CPAs.
Dana R. Richardson
Dana "Rick" Richardson is president of Richardson Media &
Technologies, 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 a lifetime
achievement award for his contributions to the profession in the
field of technology. 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.
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