Bergen Chapter Season Pass - 2018/19

Earn 33 CPE credits for $325 when you purchase a season pass from the Bergen Chapter.
The pass is nonrefundable and substitutions are not permitted.

FIRM SEASON PASS AVAILABLE - $425. To purchase or for more information call 973-226-4494. Online registration not available for Firm Pass. 


$325.00 - Member Price

Events included in this bundle:

Click on an event title below to view the details of the event.

September 25, 20187:30-11:30 AMFinancial Planning

High Performance Continuity and Succession

Many business owners seek growth beyond the founders group. It requires a plan for both continuity and succession. A strategic blueprint detailing how owners and key executives enter, share value and eventually exit are usually the difference between success and failure. By continuously promoting growth and developing new true leadership are essential when creating a transferable business. Take away tools and resources that will help facilitate the conversations so you can guide your clients to exit in style.

Alternative Small Business Financing

Commercial bankers would like to lend to as many viable small-to-medium businesses as possible, however they cannot lend to every business customer situation. Many businesses of varying sizes, from start-ups to $500 million companies have tight cash flow limiting the working capital needed to grow their business and some cannot get a bank credit line and others a credit line increase. Business financing is readily available from trustworthy non-bank sources, which provides continuous working capital needed to keep the business’s cash flow intact without limiting growth.

Highlights

High Performance Continuity and Succession - Helping Founders Achieve Growth, Leadership, Liquidity and Exit

Craig C. Bartlett, CFP®, CRPC®, CBEC® - Managing Partner, Wealth By Design

In this meeting, the speaker will discuss:

  • The business life cycle
  • Reasons business change ownership and lessons of high performance succession
  • Readiness alignment, successor assessment of competencies, and the five "R"s of talent acquisition
  • Small group medical and retirement plans
  • Value sharing and teamwork

 

Alternative Small Business Financing

Michael Banasiak - Owner and Managing Director, Liquid Capital Express

In this presentation, attendees will learn how leveraging alternative small business financing will help them:

  • Identify and formulate questions when reviewing alternative lenders
  • Distinguish between the types of financing options available – debt vs. equity
  • Realize the misconceptions about alternative commercial financing
  • Know what lenders are looking for when providing bank vs. non-bank commercial financing solutions
  • Recognize what alternative commercial financing facilities are available, how each works, requirements to qualify, and what companies are best suited for the different financing options
  • Understand where commercial financing may fit
  • Appreciate how businesses, their customers benefit from having access to capital
  • Through case studies understand the business’s situation, the solution and result of utilizing alternative financing
 
<

Benefits

Earn 4 CPE credits in Consulting Services.

View Full Event Details

October 2, 20187:30-11:30 AMAccounting and Auditing Update
This training session focuses on independence issues for the CPA with small privately-owned clients. It covers the importance of the “conceptual framework” approach also known as the “threats and safeguards” approach. That approach, which is highlighted in the re-codified AICPA Code of Professional Ethics is covered throughout this training session.

Highlights

The training session covers the ongoing pre-codification fundamentals such as: 

  • The six Ethical Principles in the "old" code
  • The "old" rules
  • The new Interpretations and Rulings
  • AICPA General Requirements with respect to small-practice clients

This course is a good update and refresher for all small practitioners involved with privately-held clients. 

<

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

October 25, 20188:00-11:00 AMBankers' Breakfast
The Bergen Chapter's annual bankers event is moving to the morning. Co-sponsored by Kearny Bank, Member FDIC, join Former NY Giant Running Back and Special Teams Player of the Year in 1986 and two-time Super Bowl winner, Lee Rouson, for breakfast and a motivational discussion on Advancing and Moving Your Chain. Followed by a dynamic panel discussion on tax reform and how staying current is key in today's fast paced business environment.

Highlights

Tax reform panel includes:
Moderator:
  • Veronica Ross, 1st Vice President/Small Business Banker Team Leader, Kearny Bank
Panelists:
  • Susan M. McGrath, CPA Managing Director, Crowe LLP
  • Joseph Lauricella, CRPC Managing Director-Wealth Management Portfolio Manager, UBS Financial Services
  • Kevin R. Birdsall, CPA

A special thanks to our co-sponsor, Kearny Bank, Member FDIC.
Kearny Bank

<

Benefits

Earn 2 CPE credits Consulting Services.

View Full Event Details

November 6, 20187:30-11:30 AMProfessional Development
This program will review two recently enacted groundbreaking laws that impact all employers in New Jersey, as well as important legislation impacting New York employers. Then, hear how to get ahead of your company's growth.

Highlights

Understanding and Complying with New Jersey’s Pay Equity and Paid Sick Leave Laws
Kathleen McLeod Caminiti, Esq. and Alvaro Hasani, Esq. - Fisher Phillips LLP

New Jersey’s Diane B. Allen Equal Pay Act went into effect on July 1, 2018.  With one swoop of the pen, New Jersey has become the first state to pass an equal pay law that extends protections beyond gender to all classes of employees that are protected under the state’s anti-discrimination law.  What’s more, high stakes litigation involving professionals -- including accountants – is on the rise.  Now is the time for employers to ensure their pay practices and policies are in compliance.  

The New Jersey Paid Sick Leave Act will go into effect on October 29, 2018. Once effective, it will require New Jersey employers of all sizes to provide up to 40 hours of paid sick leave per year to covered employees.   This program will walk through employers’ responsibilities under these laws and examine the challenges now facing New Jersey businesses as they grapple with this expansive -- and expensive -- legislation. 

New York State Sexual Harassment Law effective Oct. 9, 2018 states that all employers in New York, regardless of size, must have a policy regarding sexual harassment; complete training for all employees in accordance with the new guidelines by year-end; facilitate training for new employees within 30 days of their start date; and establish annual sexual harassment training for all employees.  Additionally, new laws impact the settlement of claims of sexual harassment and limitations on deductibility and non-disclosure provisions.

Get Ahead of Your Company's Growth
Jackie Freedman - Founder, Delta-V Strategies

Don’t you wish you knew how growth was impacting your company today – and what is waiting for you around the next bend? In Get Ahead of Your Company’s Growth, Jackie will introduce you to the stages of growth concept and show you how identifying your company’s stage enables you to navigate around the hidden obstacles that hinder growth. She will also highlight the financial issues that arise in each stage so you can apply this knowledge with your own clients.

<

Benefits

Earn 2 CPE credits in Personal Development and 2 CPE credits in Specialized Knowledge.

View Full Event Details

November 15, 20187:30-11:30 AMAccounting and Auditing Update
In this session, learn how to assess risk of fraud by using internal quality control measures.

Highlights

Balancing Risk and Service

Hank Fuentes, MBA, CPA/ABV, CFE

This session will discuss:

  • Acquiring and Retaining a Client 
  • Assessing Fraud Risk
  • Assessing Deficiencies in Internal Control 
  • Procedures in a Review Engagement
  • Preparation of the Report
  • Non-Attest Services
 
<

Benefits

Earn 4 CPE Credits in Accounting and Auditing.

View Full Event Details

December 18, 20187:30-11:30 AMHalf Day Tax Seminar
Join the Bergen Chapter for this annual half-day tax update to learn about the major tax developments that will affect your clients.

Highlights

Section 199A Qualified Business Income Deduction
Dominic Vaccarello, CPA - Ross, Rosenthal & Company, LLP

  • Overview of Section 199A
  • Defining Qualified Business Income
  • W-2 Wages
  • UBIA of Qualifying Property
  • Calculations and Examples
  • Netting of Losses
  • Aggregation
  • Specified Service Trade or Business

Accounting Methods
Frank Agostino, J.D., LL.M. - Agostino & Associates, P.C.

The Tax Cuts and Jobs Act (“TCJA”) has provided for significant tax reform for businesses. Included among the many changes are some favorable provisions offering relief to small businesses with respect to accounting method reform and simplification. The common theme of these provisions is to the increase of outdated gross receipt thresholds:

  • Modification of the Limitation on Cash Method of Accounting
  • Exemption from Uniform Capitalization (UNICAP) Requirements
  • Exemption from Inventories
  • Exemption from Percentage Completion for Long-Term Contracts

Choice of Entity
Cal Feingold, Esq. - Feingold and Edelblum LLC

What is the superior choice of business entity under the 2017 tax reform legislation?

  • Factors to consider with a conversion, and the importance of understand all the facts and circumstances of your business, as well as the individual shareholder/partner considerations
  • Reduction in Corporate Tax Rate
  • 20% Qualified Business Income deduction
  • State tax implications for the business and owners
  • Exit strategy alternatives and timing considerations for shareholders and/or partners
  • More clarification on the new tax reform to come
 
<

Benefits

Earn 4 CPE credits in Taxation.

View Full Event Details

January 10, 20197:30-11:30 AMTechnology Update
In this meeting, har a technology update for the profession and how to monetize advisory service offerings for your firm.

Highlights

Technology Update for the Profession and How to Monetize Advisory Service Offerings for Your Firm
Jim Bourke, CPA, CITP, CFF, CGMA - WithumSmith+Brown

In this 4 credit CPE session, Jim Bourke will discuss a number of hottest technology trends and issues in the profession and actively get the attendees involved in the session.

To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis.

Jim will discuss a range of technologies from tax, including scan and populate, digital signatures, return collaboration with clients, to practice management to outsourced client accounting to the pro’s and con’s of doing business in the cloud from private to vendor to public cloud platforms. He’ll also spend a significant amount of time focusing on security and privacy best practices and share some cyber-tips in data and password protection to help make your practice and your clients’ a little “more” secure.

Jim will also spend time discussing the importance of offering advisory services to the mix of firm services, outside of attest and tax. Jim will discuss those advisory services that make the most sense in a CPA firm environment with a focus on cybersecurity advisory and attest services.

When it comes to CyberSecurity, in recognition of the needs of management and boards of directors of diverse organizations, and for the benefit of the public interest, the American Institute of CPAs (AICPA) has developed a cybersecurity risk management reporting framework. Using it, organizations can communicate pertinent information regarding their cybersecurity risk-management efforts and educate stakeholders about the systems, processes and controls they have in place to detect, prevent and respond to breaches. The reporting framework also enables a CPA to examine and report on the management-prepared cybersecurity information, thereby increasing the confidence that stakeholders may place on an organization’s initiatives.

Jim will share the logic and reasons behind this new service offering and will also share links to content including a sample report and detailed information on how your firm can monetize this new revenue stream.

<

Benefits

Earn 4 CPE credits in Specialized Knowledge.

View Full Event Details

May 2, 20197:30-11:30 AMAccounting and Auditing Update
In this meeting hear what you need to know in accounting and auditing, including information on peer review, going concern, and non-attest services. The speaker will also discuss risk assessment and agreed upon procedures.

Highlights

In this meeting, hear the latest accounting and auditing updates, including:

  • Peer Review: Common deficiencies notes
  • Going Concern: Recent reporting requirements
  • Non-attest/Independence: Considerations and documentation requirements 
  • Risk Assessment: Understanding and documenting the connection of audit work to assessed risk
  • Agreed Upon Procedures: Brief recap of these services
<

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

May 14, 20195:30-7:30 PMControllers Update
NEW this year! Join us for our first controllership update. Hear about recently issued FASB Accounting Standards Updates (ASUs), including those dealing with leases, cloud computing and business definitions. Then learn about payables, invoicing and fraud. As fraudsters use more and varying tactics, it's important that security measures include a strong, layered approach to help businesses protect themselves.

Highlights

Controllership Update
5:30 - 6:20 p.m.
Irene Choi, CPA and Ingo Zielhoff, CPA - KPMG

In this session, the speakers will discuss:

  • Leases
  • ASU 2018-15, Cloud computing arrangements
  • ASU 2016-13, Financial instruments: credit impairment
  • ASU 2017-01, Clarifying the definition of a business
  • ASU 2017-04, Simplifying the Test of Goodwill Impairment

Payables, Invoicing, & Fraud: Change or Beware
6:40 - 7:30 p.m.
Kip Reybitz, CTP, CPCP, APPSC - Wells Fargo Bank, N.A.

Top performing AP organizations produce significant value for their organizations in the form of improved cash flow, better supplier relations, and greater insight into spend. Learn best practices to prevent fraud and enhance performance. <

Benefits

Earn 2 CPE credits Consulting Services.

View Full Event Details

May 23, 20195:00-9:00 PMAwards Night / Business Strategies to Help Your Clients
Join Bergen Chapter as they celebrate and honor chapter members and this year's scholarship recipients. As part of the program, take part in a fast paced personal development session and learn how to help grow your clients' businesses.

Highlights

Advise Your Clients with Business Strategies to Help Them Grow Their Business

Join Danny Wood, a nationally known trainer and speaker on sales, sales force development and communication skills, in this fast paced, high energy session. He will provide you with tools to share with your clients to help them:

  • Take their business to the next level by building higher level relationships
  • Create “non-traditional” personal branding statements to improve business development
  • Understand strategies and techniques to make the “six degrees of separation” theory work for them
  • Become power networkers
  • Identify and cultivate the key relationships that can revolutionize their businesses

View Full Event Details

Login to Purchase:
You must be logged into purchase an Event Bundle. Please login.

  In This Section