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Date / Time / Location

Monday, December 10, 2018
8:30 AM - 4:30 PM
Registration: 8:00 AM

The Mansion on Main Street3000 Main Street
Voorhees, NJ 08043

CPE Credits

  • 4.00 CPE Credits in MT
  • 4.00 CPE Credits in BL


  • $279.00 - Member
  • $379.00 - Non Member

Course Developer

The first years of the 21st century have seen unprecedented changes in the roles and demands on corporate and nonprofit directors. Board members now cope with ever-fuller agendas, greater potential liability and increasing demands by shareholders, regulators, activists and the government.

Designed For

This seminar is for those who serve, or aspire to serve, on a board of directors or finance professionals who work with the boards of their organizations. The seminar discusses public, private and not-for-profit boards.


This seminar includes group discussion of eight case studies.


  • The changing role of directors
  • The impact of constituent activism on ethical and legal responsibilities
  • The impact of recent business failures, Sarbanes-Oxley, and Dodd-Frank
  • The meaning of "fiduciary duty" and its impact on responsibilities
  • The "Business Judgment Rule"
  • The importance of directors’ and officers’ insurance and what to look for in policies
  • Due diligence before accepting a board position
  • Responsibilities of various committees
  • Audit committee qualifications
  • The audit committee financial expert
  • The skills and experience needed for new board members
  • How to be the best director you can be

Course Level




Advance Preparation


Additional Notes

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received.
Event Cancelled

We are sorry to inform you but this event has been cancelled.

John Levy

John F. Levy, CPA, M.B.A.
Board Advisory

John F. Levy, MBA, CPA, is the CEO of Board Advisory, a firm that assists public companies, or companies aspiring to be public, with corporate governance, compliance, financial reporting and financial strategies. He has nine years’ experience with three large public accounting firms and served as CFO of both public and private companies. John currently is on the boards of three public companies and three non-profits, serving as Chairman of one company and audit committee chair of another. He graduated from the University of Pennsylvania’s Wharton School of Business.

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Event Cancelled

We are sorry to inform you but this event has been cancelled.