| 7-9 a.m. |
Continental Breakfast |
| 8-9:40 a.m. |
Pre-Convention Sessions (2 credits) |
 1A. 2018 FASB and AICPA Update (Part One) (AA)
John M. Fleming, CPA, M.B.A. — Loscalzo Associates, Ltd.
This session will provide an overview of the FASB Accounting Standard Updates effective in 2018.
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 1B. Individual Tax Update (TX)
Deborah A. Phillips, CPA, MST — Surgent Professional Education
In this time of significant change, your individual tax clients will be looking to you more than ever for practical planning ideas that will save them money. This session provides an overview of the latest tax law developments applicable to individual tax clients, with an emphasis on tax-saving strategies. Topics include:
- New tax legislation and case law impacting individuals
- IRS regulations, rulings and pronouncements impacting individual taxpayers
- Tax-saving planning opportunities for individual clients
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  1C. Aligning Budgets to Strategy — The Key to Long-Term Profitability (MT)
Jay Giannantonio, CPA, MS, CIA — Executive Education, Inc.
In most organizations, strategic planning and budgeting are separate processes, making them out of alignment from their inception. This session explores a practical, real-world planning approach that aligns spending to long-term strategy, creates a culture of accountability and responsibility, and might actually be fun when everyone gets on board. The result will create a model for your organization’s future growth and profitability.
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  1D. Thanks for the Feedback — Lessons in Giving and Receiving Feedback (PD)
Rebekah Brown, CPA — Business Learning Institute
Whether we realize it or not, we are constantly both giving and receiving feedback. We know that feedback is essential to our personal development, but we so often dread and even dismiss it. Feedback can be ill timed, unfair and downright mean, but that doesn't have to dictate our ability to use it for our own growth. Using lessons from the best-selling book Thanks for the Feedback by Douglas Stone and Shelia Heen, learn the three types of feedback, the barriers to receiving good feedback and how we can be empowered to seek feedback for our own growth.
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 1E. OneNote — Mastering Organization of Your Notes and Correspondence (CS)
John Higgins, CPA — CPA Crossings, LLC
OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote, includingo recording and managing notes, to-do lists, meeting agendas and much, much more. This session will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple-to-use this application is.
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| 9:40-9:50 a.m. |
Coffee Break |
| 9:50-11:55 a.m. |
Pre-Convention Sessions (2.5 credits)
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2A. 2018 FASB and AICPA Update (Part Two) (AA)
John M. Fleming, CPA, M.B.A. — Loscalzo Associates, Ltd.
This session will discuss issues associated with implementing the new revenue and lease accounting standards for private entities. In addition, AICPA performance issues associated with conducting auditing, review and compilation engagements will also be discussed.
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2B. Corporate/Partnership Tax Update (TX)
Deborah A. Phillips, CPA, MST — Surgent Professional Education
Stay ahead of the curve on the myriad tax changes affecting your business clients. This session explores the latest developments related to pass-through entities, focusing on tax-planning strategies and techniques and income-generating ideas. Topics include:
- New tax legislation and case law impacting S corporations, partnerships, LLCs and LLPs
- New IRS regulations and pronouncements dealing with pass-through entities
- Planning strategies that can be implemented this year to save business clients tax dollars
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2C. Driving Performance with Metrics (MT)
Jay Giannantonio, CPA, MS, CIA — Executive Education, Inc.
Do you struggle to keep budgets current in the face of an ever-changing business climate? Do you recognize that last year’s actual spending can be far from what a department’s spending should be? Twenty-first century performance metrics reduce work, reduce politics, provide flexibility and substantially improve the performance management process. This valuable session will show you how to drive organizational performance using these powerful techniques.
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2D. Finding and Applying Your Strengths (SK)
Rebekah Brown, CPA — Business Learning Institute
This session introduces two important strength theories, the first of which focuses on character strengths, or our “way of being,” and the second of which focuses on strength talents, or our “way of doing.” Developing an understanding of your character and talent strengths will change the way you invest yourself as well as how you build the team that surrounds you; positively impacting your results, improving the resiliency of your team and enhancing your ability to lead in a way that inspires admiration.
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2E. Office 365 — Software Applications Lightning Round Review (CS)
John Higgins, CPA — CPA Crossings, LLC
At last count there were over 20 unique applications available in the Office 365 bundle. These range from the traditional Office desktop applications such as Excel, PowerPoint and Word to a whole new generation of cloud-based applications such as OneDrive, SharePoint, Yammer, Delve and more. These newer cloud-based applications will help you transform to a digital business model. This session will provide a round-robin review of all of the Office 365 applications so that you will understand where they fit into your overall strategy to create digital business processes and collaborate via the cloud. You will also walk away with the knowledge necessary to determine which subscription plans are appropriate for your team members.
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2F. NJCPA Leadership Training
The Nuts ‘n’ Bolts leadership session will provide practical, easy-to-follow how-tos to help you meet your NJCPA leadership responsibilities. Learn the basics of your volunteer role, whether it is how to be a responsible board member or how to operate your chapter or committee. This session, facilitated by key NJCPA staff and 2018/19 President Sarah Krom, CPA, PSA, will provide the guidance leaders at all levels need. Topics will include motivating volunteers, communicating more effectively, sharing best practices and handling challenges. This session is required for all 2018/19 leaders. (NOTE: This session does not qualify for CPE credits.)
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| 11 a.m.-12:50 p.m. |
Expo Hall Opens/Lunch with Sponsors and Exhibitors
Sponsored by  |
| 12-12:50 p.m. |
Emerging Leaders Lunch
Sponsored by  |
| 12:50-2 p.m. |
Opening Remarks and IssuesWatch Live: State of the Profession (1 credit, SK)
Convention Facilitator Don Meyer — NJCPA Chief Marketing Officer
Outgoing NJCPA President Edward I. Guttenplan, CPA, MBA, CGMA — Wilkin & Guttenplan, P.C.
Incoming NJCPA President Sarah Krom, CPA — SKC and Co., CPAs, LLC
Ralph Albert Thomas — NJCPA CEO & Executive Director
The accounting profession is rapidly changing due to technology, regulation and the business climate. As a CPA or financial professional, it is imperative that you know where the profession is headed so you can make the necessary changes to be ready for the future.
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| 2-3:15 p.m. |
Keynote
Designing Your Business for the 21st Century (1.5 credits, SK)
Mike Walsh — CEO of Tomorrow, a global consultancy on designing business for the 21st century
Companies built to survive the future are no accident. They are a result of deliberate business design decisions smart leaders are making today. In his ongoing research on the world’s most innovative companies, Mr. Walsh has organized these decisions into seven strategic priorities that he will explore during this session. He will outline the megatrends shaping the future of business and consumer behavior and the lessons learned from successful Fortune 500 companies on leveraging disruptive innovation, adopting a data-driven mindset and leading change through digital transformation.
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| 3:20-4:15 p.m. |
Networking with Sponsors and Exhibitors/Refreshment Break
Sponsored by  |
| 4:15-5:30 p.m. |
 Keynote
Rubber-Band Resilience: How New Jersey CPAs Can Stretch without Snapping During Disruptive Events (1.5 credits, SK)
Kathy Parry — corporate energy expert
Road blocks and unforeseen adversity, both personal and professional, stretch us every day. In this powerful session, Ms. Parry will share how devastating news led her on a journey to discovering the keys to thriving in the face of challenging circumstances. She will share her 3-R method for resilient behaviors: React, Reframe, Re-energize. Learn about your own “stretching” point and understand opposing reactions to change. Discover how resistance prepares you for adverse situations. Learn the secrets, tips and tactics to becoming Rubber-Band Resilient.
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| 5:30-7 p.m. |
Cocktail Reception
Head back to the expo floor to network with attendees, sponsors and exhibitors while enjoying food and drinks.
Sponsored by  |
| 9-10:30 p.m. |
After-Dinner Drinks
Join your fellow convention attendees for dessert, drinks and live entertainment.
Sponsored by  |