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Date / Time / Location

Thursday, May 17, 2018
8:00 AM - 4:10 PM
Registration: 7:30 AM

The Mansion at Mountain Lakes90 US-46
Mountain Lakes, NJ 07046

CPE Credits

  • 8.00 CPE Credits in AA


  • $200.00 - Member
  • $300.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Morris/Sussex Chapter Season Pass - 2017/18 event bundle.
Don't miss this all-day accounting and auditing program featuring hot topics, including ASC 250, revenue recognition and leases, nonprofit update, and review of personal financial statements.


Earn 8 CPE credits in A&A.


2018 Accounting and Auditing Seminar

8:00 - 9:40am
ASC 250 Update
Michele Harlan, CPA - HBK CPAs & Consultants

9:40 - 9:50am

9:50 -11:30am
ASC 606 Revenue Recognition and ASC 842 Lease Accounting
Peggy Gallagher, CPA - WithumSmith+Brown

11:30 - 11:40am

11:40am - 12:30pm
Nonprofit Update
Alexander K. Buchholz, CPA, MBA, CGMA - PKF O'Connor Davies, LLP

12:30 - 1:30pm

1:30 - 2:20pm
Review/Preparation of Personal Financial Statements
Angela Garofalo, CPA, CFP - Untracht Early LLC

2:20 - 2:30pm

2:30 - 4:10pm
Hot Topics in Accounting & Auditing
Hank Fuentes, CPA, MBA - SAX LLP



Advance Preparation


Additional Notes

Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Alexander Buchholz

Alexander K Buchholz, CPA, MBA, CGMA
Audit Partner
PKF O'Connor Davies, LLP

Alexander K. Buchholz, CPA, MBA, CGMA is an Audit Partner in the Not-for-Profit and Health Care Practices of PKF O’Connor Davies, LLP. Alexander has fourteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities, and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and Single Audits conducted in accordance with the Uniform Grant Guidance. Alexander is also an adjunct professor of accounting within the City University of New York as well as Mercy College. Alexander also serves on a number of professional and academic affiliations. Alexander’s journal publications have covered accounting, audit, tax and education topics and he has presented on both a professional and academic level.

Henry Fuentes

Henry L. Fuentes, CPA, MBA
Fuentes Forensics, LLC

Henry Fuentes joined SaxBST in 1996 as the firm’s Director of Litigation Support Services and Business Valuation. Before joining SaxBST, his previous work experience included a Senior Accountant position at Arthur Andersen, a controller in private industry, a partner at Hurler & Co. and management of his own consulting practice. With over 40 years of experience in the accounting field, Mr. Fuentes has significant business valuation experience in a variety of industries and engagements. His litigation support knowledge expands to commercial damages, fraud and embezzlement, accountants’ legal liability and forensic accounting among others. Mr. Fuentes is a tenured graduate and undergraduate accounting professor at Fairleigh Dickinson University, where he has taught for over 35 years. He also served as the Associate Dean in the College of Business as well as chair and member of several of the school’s committees. He served for a number of years on the NJSCPA Accounting and Auditing Standards Committee. Some of his speaking engagements include the National Law Foundation, NJSCPA and ICLE, as well as several in-house seminars for prestigious accounting and law firms. He is the recipient of the New Jersey Society of CPA’s outstanding educator award. Mr. Fuentes is a New Jersey certified public accountant with a BS in Accounting and a MBA in Finance from Seton Hall University. He is also a Certified Fraud Examiner (CFE) and Accredited in Business Valuation (ABV).

Margaret Gallagher

Margaret F. Gallagher, CPA
Technical Review

Margaret (“Peggy”) Gallagher, CPA, is in the Technical Resources department at WithumSmith+Brown’s Morristown office. Ms. Gallagher focuses her work on interpreting and applying technical accounting and auditing standards, and independence matters. With more than 25 years of accounting and auditing experience, her industry expertise includes manufacturing, distribution, construction, life sciences, real estate, non-profits and employee benefit plans. A frequent lecturer, she develops and presents accounting and auditing education classes for statewide audiences.

Ms. Gallagher is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and serves on the NJCPA Accounting and Auditing Interest Group. She is also a member of the American Institute of Certified Public Accountants (AICPA) and a board member of Student/Partner -Alliance, Millburn, NJ. Ms. Gallagher received her bachelor’s degree in accounting from Fairfield University, where she graduated magna cum laude. She was awarded the 2013 NJ BIZ Best 50 Women in Business Award.

Angela Garofalo

Angela Garofalo, CPA, CFP
Untracht Early LLC

Angela Garofalo is the Executive Director of the Family Office and Business Support Services practices at Untracht Early and has been with the firm since 2000. In addition to customized net worth statements and budgeting services, Angela provides clients with planning, money management assistance, investment portfolio tracking, and a variety of other services tailored to each client’s individual needs.

During her tenure with Untracht Early, Angela has also been a Senior Manager in the firm’s Assurance practice, as well as a member of both the Quality Control Team and the Peer Review Team.

Prior to joining Untracht Early, her experience included working with a Big Eight accounting firm and with public company clients and SEC filings.

Angela is a member of the American Institute of Certified Public Accountants and is also a member of the Student Programs and Scholarships Committee of the New Jersey Society of Certified Public Accountants.

She received a Bachelor of Arts in Economics and Business from Lafayette College. She is a licensed CPA in New Jersey and has been licensed as a CERTIFIED FINANCIAL PLANNER™ by the CFP Board.

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Michele Harlan

Michele Harlan, CPA
HBK CPAs & Consultants

Michele Harlan, CPA, MBA is a principal at HBK in Princeton. Michele started her career in public accounting in 2003. She spent the majority of her career in the audit practice at Ernst and Young before joining the Lawrenceville office of HBK in 2013. Since joining HBK, she has grown and expanded the depth of the NJ audit and assurance practice. She works with clients in a variety of industries and enjoys teaching the associate level training classes at the firm.

Michele has extensive experience in applying GAAP accounting to clients ranging from small and medium sized private entities to not for profit organizations, as well as large international public enterprises. She is well versed in the requirements of SEC public filings including S1 Registration statements, annual 10K filings, and quarterly 10Q filings. She also has extensive experience auditing and reviewing all types of entities including privately held companies. Additionally, she has played many roles in due diligence activities, including issuing carve out financial statements for spin-off transactions, applying purchase accounting to acquisition deals, and developing working capital calculations.

Michele is licensed to practice as a Certified Public Accountant in both New Jersey and New York and is a member of the AICPA and the NJCPA. She earned her BS in accounting from Villanova University and her MBA from Columbia Business School.

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Pre-Registration Closed

Online pre-registration for this event is now closed.