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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.

Benefits

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

Highlights

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.

Monday, Aug 21, 2017

8:30 AM to 4:30 PM
2017 FASB and AICPA Update

DESIGNED FOR: All firms, all staff, all CPAs; all accountants needing a good year-round update on recently issued standards.

  • Accounting standard updates
  • FASB/IASB convergence projects
  • Private company issues
  • Audit service issues
  • ARSC initiatives, preparation, compilation and review updates and initiatives, AICPA activities

Instuctor(s)

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
Frequent Frauds Found in Governments and Not-for-Profits

DESIGNED FOR: Auditors and financial staff of governmental and not-for-profit organizations.

  • Determine how interim fraudulent reporting may impact planned reliance on internal controls and any related audit procedures
  • Identify how personnel policies and procedures can be circumvented and lead to possible fraud or abuse
  • Consider potential ways to follow up on noted indications of fraud, abuse and weaknesses in internal control
  • Deteermine how management override of internal controls can lead to possible fraud
  • Analyze how bribes and kickbacks may occur
  • Identify how donated assets and capital assets in general might be misappropriated

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
K2's Advanced Excel

DESIGNED FOR: Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions.

In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas:

  • Collaborating with other users and securing workbooks
  • Using tables to analyze and report data
  • Integrating and manipulating data from external sources
  • Creating and auditing complex formulas
  • Advanced data analysis tools
  • Visualization techniques to analyze and communicate information
    • Credits

      • 8.00 Credits of Category MT

      8:30 AM to 4:30 PM
      The Best Federal Tax Update Course by Surgent

      DESIGNED FOR: CPAs who need to know the latest tax law changes in all areas of practice.

      • Strategies and techniques to use in light of tax rate changes
      • Various rules for capitalization, depreciation, and expensing apply
      • Current cases and rulings affecting individuals and businesses

      Credits

      • 8.00 Credits of Category TX

      Tuesday, Aug 22, 2017

      8:30 AM to 4:30 PM
      Annual Update for Controllers

      DESIGNED FOR: CFOs, controllers, treasurers and other financial managers.

      • Identify current issues that impact the financial stability of your organization
      • Determine major trends in accounting, corporate finance, treasury management and business systems
      • Recall key points of the 80/20 rule and understand its application
      • Identify best practices to manage working capital
      • Utilize new tools for business planning, forecasting, budgeting and reporting

      Credits

      • 8.00 Credits of Category MT

      8:30 AM to 4:30 PM
      Essentials of Non-GAAP Financial Statement

      DESIGNED FOR: Practitioners in public practice and CPAs in industry who are responsible for the preparation of non-public, non-GAAP financial statements.

      • Address the issues associated with special purpose frameworks presentation
      • Prepare financial statements using an “other comprehensive basis of accounting”
      • Prepare disclosures

      Instuctor(s)

      Credits

      • 8.00 Credits of Category AA

      8:30 AM to 4:30 PM
      Governmental and Not-for-Profit Annual Update

      DESIGNED FOR: Accounting and finance personnel responsible for accounting and financial reporting for governments and nonprofits, as well as accounting and auditing.

      • Apply the most recent requirements of the GASB & FASB directed toward governments and nonprofits
      • Utilize a solid understanding of the latest developments in OMB and Yellow Book requirements
      • Identify recent activities of the AICPA

      Credits

      • 8.00 Credits of Category AA

      8:30 AM to 4:30 PM
      Hot IRS Tax Examination Issues for Individuals and Businesses

      DESIGNED FOR: CPAs in public practice who prepare tax returns and represent their clients on IRS examinations.

      • Understand what the IRS is focusing on in auditing individuals and selected businesses
      • Help clients reduce their exposure to additional tax assessments
      • Determine strategies for dealing with IRS examiners and presenting your clients tax positions in the best light possible

      Credits

      • 8.00 Credits of Category TX

      8:30 AM to 4:30 PM
      K2’s Excel Financial Reporting and Analysis

      DESIGNED FOR: Accounting and financial professionals desiring more knowledge in the use of Excel for financial statement preparation and analysis.

      • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
      • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
      • Differentiate between Excel's default templates and templates for financial reporting and analysis, and describe how to create templates and apply them to financial reporting and analysis situations
      • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
      • List four techniques for consolidating data, describe advantages of each technique and apply each technique when consolidating data
      • Create Excel-based charts and dashboards to aid in communicating financial data to information consumers, including differentiating between different types of charts and describing the circumstances under which certain types of charts are preferable

      Credits

      • 4.00 Credits of Category AA
      • 4.00 Credits of Category CS

      Wednesday, Aug 23, 2017

      8:30 AM to 4:30 PM
      Financial Statement Analysis of Audit and Accounting Application

      DESIGNED FOR: Accountants in public practice and well as CPAs and accountants in industry who analyze financial results to enhance evaluation of operations and financial position.

      • Develop expectations, perform, and document analytical procedures
      • Apply traditional financial statement analysis techniques for specific entities and objectives
      • Use cash flow statements and cash-based ratios to find the real meaning behind accrual-based data
      • Evaluate the quality of reported earnings
      • Incorporate use of industry data for benchmarking and best practices analysis

      Instuctor(s)

      Credits

      • 8.00 Credits of Category AA

      8:30 AM to 4:30 PM
      Not-for-Profit Financial Reporting: Mastering the Unique Requirements

      DESIGNED FOR: Professionals working with or in the not-for-profit environment.

      • Identify the impact of the FASB’s Not-for-Profit Financial Statement Project
      • Identify the unique aspects of the not-for-profit environment
      • Apply the unique not-for-profit accounting and reporting requirements
      • Recall ways to perform more effective audits of not-for-profit organizations with better knowledge of not-for-profit accounting and reporting requirements

      Credits

      • 8.00 Credits of Category AA

      8:30 AM to 4:30 PM
      Toolkit of Best Practices for Today's Controller and Financial Manager

      DESIGNED FOR: Owners, controllers, treasurers, financial officers and other financial managers in organizations with less than $250 million in sales.

      • Identify, and correct, practices that can negatively impact an organization
      • Determine and measure cost drivers and trends
      • Improve capital allocation processes and capacity management
      • Determine changes to a company’s practices and recall how to navigate the organization through the business cycle
      • Determine a process to drive continuous improvement through the use of Lean
      • Evaluate cash management systems and consolidate them into an organization’s plans
      • Select the framework, valuation techniques, and process for managing M&A activity and capital programs
      • Identify and manage risk throughout the enterprise

      Credits

      • 8.00 Credits of Category MT
      John Fleming

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

      John M. Fleming, CPA, MBA, licensed as a CPA in Pennsylvania, 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. John previously served as President and Director of Accounting and Auditing for Loscalzo Associates, a division of SmartPros, for 28 years. John retired as President of Loscalzo Associates on January 1, 2014. 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. John 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. In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession and in 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession, and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.

      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 44 years and has presented CPE in all 50 states with consistent "excellent" ratings from program participants. In 2015, 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

      Anthony C. La Russo, BA, MBA, CMA Consultant & Lecturer / Naples, FL Tony has over 30 years of experience in industrial and service organizations. During 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 in start-up companies. Prior to retiring, during 2003, he was the President of a major division in an international company. Tony had been 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, programs at universities and served as an officer in trade associations. 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 35 states including at major corporations, conducted consulting activities and managed real estate investments for a family company. Tony has developed and written courses for the American Institute of CPAs (AICPA), was a reviewer for a new book and authored an article How to Avoid Tunnel Vision. 9-2011 LH

      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. 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@k2e.com 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.