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

Speakers

2009 New Jersey Accounting, Business & Technology Show The 15th annual largest meeting of CPAs in New Jersey each year.

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.