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Date / Location

August 21 - 23, 2017
Registration: 8:00 AM

Tropicana Casino & Resort
Brighton & The Boardwalk
Atlantic City, NJ 08401


  • $299.00 - Full Day Member
  • $399.00 - Full Day Non Member
Have you met your Triennial Requirements? All New Jersey CPAs must earn 120 credits and at least 20 credits before December 31, 2017. Surpass this annual requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days – all at the newly renovated Tropicana Casino & Resort, Atlantic City.


RESERVE YOUR ROOM: A limited number of hotel rooms are available at the Tropicana at a discounted rate of $129 per night (plus state and local taxes). Make your reservations online or by calling 800-345-8767 by Sunday, August 6. Use group code HNJCPA.

Attend one, two or all three days! Choose from one of several seminars each day.

Each full-day seminar:

  • Begins with registration at 8:00am and concludes at 4:30pm
  • Includes continental breakfast, lunch and two refreshment breaks
  • Qualifies for 8 CPE credits


Pre-registration for the 8/21 seminars is now closed. Walk-ins will be accepted on-site. Visit the NJCPA Hep Desk located in the Grand Exhibition Center - Hall 3 (South Tower).

Monday, August 21

2017 FASB and AICPA Update (8 credits, AA)
John M. Fleming, CPA, M.B.A. - Loscalzo Associates, Ltd.
Loscalzo’s most sought-after seminar will keep you on top of the continuing changes in the profession, including those in technical standards or professional standards. Detailed practical guidance and illustrations are included. (Qualifies for Yellow Book)


Financial Forecasting and Decision Making (8 credits, MT)
Anthony C. LaRusso, CMA - AICPA
Proper planning is key to any company's success. With CPAs constantly being asked to plan a company's future, forecasting is one area to demonstrate your unique value. This seminar provides the basic tools necessary to project the balance sheet and statements of income and cash flow. Determine the company's maximum sustainable growth and predict its external fund requirements.
*AICPA members deduct an additional $30 from applicable price.


Frequent Frauds Found in Governments and Not-for-Profits (8 credits, AA)
Jeffrey Lieman, CPA - AICPA
What are the most commonly committed frauds – and how can they be prevented? Through the use of case studies, this seminar highlights the kinds of fraudulent activities that make headlines and damage the reputations of government and not-for-profit organizations.(Qualifies for Yellow Book)
*AICPA members deduct an additional $30 from applicable price.


K2's Advanced Excel (8 credits, MT)
Steven Phelan, CPA, CITP - K2 Enterprises
You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2016.  If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel.


The Best Federal Tax Update Course by Surgent (8 credits, TX)
Edward A. Harter, CPA - Surgent-Professional Education 
This year’s significant changes to the tax environment require sound planning in 2016 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. Be able to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs. (Qualifies for CFP credit)

Tuesday, August 22

Annual Update for Controllers (8 credits, MT)
Anthony C. LaRusso, CMA - AICPA
Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
*AICPA members deduct an additional $30 from applicable price.


Essentials of Non-GAAP Financial Statement (8 credits, AA)
John M. Fleming, CPA, M.B.A. - Loscalzo Associates, Ltd.
With the complexities and cost of GAAP financials, many practitioners have encouraged clients to use tax basis and other special purpose frameworks financial statements. This program will address special purpose frameworks reporting and disclosure requirements, including the AICPA interpretation and practice aid on special purpose frameworks. Hear the most common disclosure errors being made in Non-GAAP financial statements. Special emphasis will be on problem disclosures identified in peer review.


Governmental and Not-for-Profit Annual Update (8 credits, AA)
Jeffrey Lieman, CPA - AICPA 
Change is inevitable and, at times, overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This seminar will brief you on the latest accounting and auditing developments affecting governments and not-for-profits.(Qualifies for Yellow Book)
*AICPA members deduct an additional $30 from applicable price.


Hot IRS Tax Examination Issues for Individuals and Businesses (8 credits, TX)
Edward A. Harter, CPA - Surgent-Professional Education 
Recently, the IRS has dramatically ramped-up its examination of individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.


K2’s Excel Financial Reporting and Analysis (4 credits, AA, 4 credits, CS)
Steven Phelan, CPA, CITP - K2 Enterprises
Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you.  In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes.

Wednesday, August 23

Financial Statement Analysis of Audit and Accounting Application (8 credits, AA)
John M. Fleming, CPA, M.B.A. - Loscalzo Associates, Ltd. 
This course will provide participants with hands-on techniques on how to approach a critical review of financial statements.  It will re-examine traditional analysis techniques to recognize their strengths and limitations when performing financial statement analysis. Analysis will be taken to a new level by incorporating cash flow-based measurements.  (Qualifies for Yellow Book)


Not-for-Profit Financial Reporting: Mastering the Unique Requirements (8 credits, AA)
Jeffrey Lieman, CPA - AICPA
Do you know what makes not-for-profit accounting and financial reporting different? Are you aware of how not-for-profit financial statements will change as a result of the FASB’s Financial Statement Project? Through a combination of practical guidance and case studies, this course will provide insight into what makes not-for-profits different while training you to clear key hurdles in not-for-profit accounting and reporting in an efficient and effective manner.  Avoid the potholes of confusion and provide a financial picture that end users can truly understand.(Qualifies for Yellow Book) 
*AICPA members deduct an additional $30 from applicable price.


Toolkit of Best Practices for Today's Controller and Financial Manager (8 credits, MT)
Anthony C. LaRusso, CMA - AICPA
When an organization fails, it is usually due to several factors. These problems often result from a number of undetected, poor practices that infect and grow throughout the entire organization. This seminar demonstrates the use of practices, techniques, and analytical tools specifically designed to assist CPAs and other financial professionals in adding value to their company.
*AICPA members deduct an additional $30 from applicable price.


The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning (8 credits, TX)
Edward A. Harter, CPA - Surgent-Professional Education 

The study of the law underlying the tax mistakes others have made will assist you in satisfying their professional standards of practice and preparing Form 1040. Achieve significant insight into the major mistakes that can be made in individual tax and financial planning and develop strategies that will assist in not only avoiding mistakes but also in providing the best advice to your clients.


Pre-Registration Closed

Online pre-registration for this event is now closed.

John Fleming

John M. Fleming, CPA, M.B.A.
Loscalzo Associates, Ltd.

John M. Fleming, CPA, MBA, is licensed as a CPA in Pennsylvania, and is currently the director, content development, for SmartPros LTD., a division of Kaplan Professional Education. SmartPros is an international educational and training company specializing in accounting, finance, and ethics educational programs. Previously, John served as president and director of accounting and auditing for Loscalzo Associates, a division of SmartPros, for 28 years before retiring. John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance. He has served as the 1999/2000 president of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA) and currently serves as a member of the Institute’s Accounting and Auditing Technical Committee.

Edward Harter

Edward A. Harter, CPA
Surgent Professional Education

Edward A. Harter is a general practitioner in Canton, Ohio who provides accounting and tax services to his clients. Ed has been a partner in a multi-office firm with ten partners, a one-office firm with two partners, and a sole practitioner with only one support person. He has instructed CPE programs for 46 years and has presented CPE in all 50 states with consistent "excellent" ratings from program participants. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He is continually commended for his ability to reduce complicated tax concepts to understandable English with his "real world" examples. In addition, he has held a number of leadership positions in The Ohio Society of CPAs. Ed is a graduate of Kent State University.

Anthony LaRusso

Anthony C. LaRusso, CMA
AICPA/Professional Development Institute

Tony has over 30 years of experience in industrial and service organizations. Over the course of his career he has held senior-level management, operating, and staff positions, including as president of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior-level positions in finance, planning, and business development, as well as being a board member for start-up companies. Prior to retiring, during 2003, he was the president of a major division in an international company. Tony was an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at annual meetings and programs at universities, and served as an officer in trade associations. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who. In addition, since retiring from full-time employment, he has lectured in numerous states, including at major corporations; conducted consulting activities; and managed real estate investments for a family company. Tony has developed and written courses and webinars covering topics in finance, accounting, and management; was a reviewer for a new book; and authored an article, How to Avoid Tunnel Vision.

Jeffrey Lieman

Jeffrey Lieman, CPA
AICPA/Professional Development Institute

Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

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Steven Phelan

Steven M. Phelan, CPA, CITP
K2 Enterprises

Steven M. Phelan, CPA.CITP Associate, K2 Enterprises Oklahoma City, Oklahoma Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications. Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc. Steven was added as a discussion leader for K2 Enterprises in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations. Steven has written a number of technology related articles for state and national publications. He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions.

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Pre-Registration Closed

Online pre-registration for this event is now closed.