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Date / Time / Location

Tuesday, April 23, 2019
8:00 AM - 12:00 PM
Registration: 7:30 AM

Holiday Inn Clark - Newark Area36 Valley Road
Clark, NJ 07066

CPE Credits

  • 4.00 CPE Credits in CS


Free Event
This event is part of the Union County Chapter Season Pass - 2018/19 event bundle.
Succession plans aren't just for those nearing retirement and many wait too long before developing a plan. Join us as we examine a merger and identify the key points that led to success as well as the lessons learned along the way. Then, hear information on the technology landscape, including overlooked software and hot technology issues such as Blockchain for small firms.


Earn 4 CPE credits.


Ready. Set. Merge:  What to Consider When Merging and Why You Should Be Thinking about the Future
Edward Guttenplan, CPA, MBA, CGMA - WilkinGuttenplan

Please join Managing Shareholder Edward Guttenplan as he discusses the benefits of a strategic merger for firm growth and expansion of resources as well as the benefits of being proactive when determining a succession plan. Ed will also share his step by step process on how to complete a successful merger based on his experience. Highlights include:

  • Not ready for a succession plan; what you should know
  • Initial steps to take when thinking of a succession plan
  • How to determine which successor is the best fit for the firm
  • How to structure a successful deal
  • How and when to tell and retain your clients and staff
  • Best practices for integrating two firms

Technology Landscape in Firms
Brad Muniz, CPA and Joe Zapf, CPA - Sobel & Co. LLC

Past, Present and Future - This presentation will address the common software used in medium sized accounting firms.  We will also focus on software overlooked by many firms and how they can benefit the A&A process. Finally, some thoughts on future of technology.

Technology Issues for Small Firms
Marc Mintz. CPA, CITP, CGMA - Marc Mintz & Associates, LLC Technology Consultants

Attend this fast paced technology briefing and receive a comprehensive overview about critical issues facing CPAs. Topics will include the latest trends in computers and mobile devices. Internet based computing and what moving to the cloud means to you and your business. Explore the current state of software, Apps and Software as a Service (SaaS), including the transition to subscription based pricing. Learn about the important elements of Cyber Security and how to evaluate exposure and minimize risk. Also explore the Internet of Things (IoT), Blockchain and the new science of Data Analytics.

Course Level




Advance Preparation


Additional Notes

Early birds save $15 - late fee will be applied on and after 04/21. Season Pass holders must register for each event.

To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Pre-Registration Closed

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Edward Guttenplan

Edward I. Guttenplan, CPA, MBA, CGMA
Managing Shareholder

Ed Guttenplan co-founded Wilkin & Guttenplan P.C. in 1983 and is the managing shareholder of the firm. In addition to his administrative duties in managing the strategy, personnel and financial aspects of the practice, Ed provides a wide array of accounting, tax and business advisory services to closely held and family owned businesses in the construction, food service, manufacturing, technology, engineering, medical, dental, sales industries and community associations. Ed’s real estate practice includes the development of budgets and forecasts, consultation regarding condominiums, cooperative corporations and homeowner association’s management, as well as guidance on accounting and tax matters related to project development and litigation support services. Prior to co-founding Wilkin & Guttenplan, Ed worked in private industry for both regional and international accounting firms. Ed also services many community associations including active adult communities, cooperatives, mixed-use and multi-association communities. He graduated Cum Laude with a B.S. in business administration and Magna Cum Laude with an M.B.A. from Boston University.

Marc Mintz

Marc D. Mintz, CPA, CITP, CGMA
Managing Member
Marc Mintz & Associates, LLC Technology Consultants

Marc D. Mintz, CPA, CITP, CGMA, is the founder of Marc Mintz & Associates, LLC, a technology consulting firm which specializes in the selection and implementation of information technology systems for small to mid-size businesses, with an emphasis on accounting and financial applications. Additional areas of expertise include sales and marketing systems, local area networks, database design and programming and electronic business applications. Prior to forming Marc Mintz & Associates, LLC, he was employed by the Brooklyn District Attorney's Office in the Economic Crimes and Arson Bureau and then by a mid-size CPA firm. Mr. Mintz has taught a variety of technology courses with an emphasis on business applications for CPAs and is a member of the AICPA, having attained the Certified Information Technology Professional (CITP) designation. Mr. Mintz is an active member of the NJSCPA, where he serves as a past president of the Passaic County Chapter, is an editorial advisory board member for New Jersey CPA magazine and sits on the New Jersey Accounting, Business & Technology Show Committee. Additionally, he is past chairman of the executive council of William Paterson University's Business Advisory Board. Mr. Mintz is also a former executive director of the North Jersey Regional Chamber of Commerce. He received a B.A. degree in accounting from Michigan State University.

Brad Muniz

Brad E. Muniz, CPA
Partner in Charge of Accounting & Auditing

Brad E. Muniz, CPA, is the director of accounting and auditing at Sobel & Company LLC, CPAs, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has significant experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, having served as NJCPA President in 2014/15. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth. Twitter @BradMuniz

Joseph Zapf

Joseph W. Zapf, CPA

Joe Zapf, CPA, is a senior auditor at Sobel & Co., targeting on the firm’s financial services and employee benefits practice groups. Joe began his professional career as an intern at Sobel & Co., gaining experience in both tax and auditing. But he quickly realized a passion to serve clients in the financial services industry. As a result, this niche is where Joe is primarily engaged, working with broker-dealers and various other financial services clients. Joe has served on the Data Analytics team which focuses on expanding the use of technology in the accounting and auditing profession since he began with Sobel & Co. and he has now assumed responsibility as a lead member, offering insights and guiding solutions and suggestions.

Joe is Certified Public Accountant licensed in New Jersey and a Member of the New Jersey Society of Certified Public Accountants (NJCPA) and the American Institute of Certified Public Accountants (AICPA). He has a B.S. in accounting from Ramapo College of New Jersey.

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Pre-Registration Closed

Online pre-registration for this event is now closed.