Name: Annual Convention & Expo
Start: 2018-06-12T19:00:00Z
End: 2018-06-15T12:10:00Z
Location: Borgata Hotel Casino & Spa

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June 12 - 15, 2018 Live

7:00 PM - 12:10 PM EDT each day

Registration: 7:00 PM EDT

Borgata Hotel Casino & Spa

One Borgata Way
Atlantic City , NJ 08401

You’ve mastered the art of maintaining your position in the complex and ever-changing financial landscape that has challenged CPAs over the past 5 years. Equipped with a data-driven mindset and an artillery of recent technological advances, it’s time to truly separate yourself from the competition - and carve out your long-term plan.

HIGHLIGHTS

The convention will discuss key issues such as: • The future of your business • How you can best address your clients’ concerns about tomorrow • Your career path as an individual CPA • Your role in the reputation and longevity of the CPA profession

COURSE LEVEL

Intermediate

Wednesday, Jun 13, 2018

8:00 AM to 9:40 AM
1A. 2018 FASB and AICPA Update (Part One)

Instuctor(s)

John M. Fleming, CPA, M.B.A.

Credits

2.00 Credits of Category AA

8:00 AM to 9:40 AM
1B. Individual Tax Update

Instuctor(s)

Deborah A. Phillips, CPA, MST

Credits

2.00 Credits of Category TX

8:00 AM to 9:40 AM
1C. Aligning Budgets to Strategy – The Key to Long-Term Profitability

Instuctor(s)

Jay Giannantonio, CPA, MS, CIA

Credits

2.00 Credits of Category MT

8:00 AM to 9:40 AM
1D. Thanks for the Feedback - Lessons in Giving and Receiving Feedback

Instuctor(s)

Rebekah Brown
CEO for Maryland Association of CPAs

Credits

2.00 Credits of Category PD

8:00 AM to 9:40 AM
1E. OneNote - Mastering Organization of Your Notes and Correspondence

Instuctor(s)

John H. Higgins, CPA.CITP
Strategic Technology Advisor for Higgins Advisory, LLC

Credits

2.00 Credits of Category CS

9:50 AM to 11:55 AM
2A. 2018 FASB and AICPA Update (Part Two)

Instuctor(s)

John M. Fleming, CPA, M.B.A.

Credits

2.50 Credits of Category AA

9:50 AM to 11:55 AM
2B. Corporate/Partnership Tax Update

Instuctor(s)

Deborah A. Phillips, CPA, MST

Credits

2.50 Credits of Category TX

9:50 AM to 11:55 AM
2C. Driving Performance with Metrics

Instuctor(s)

Jay Giannantonio, CPA, MS, CIA

Credits

2.50 Credits of Category MT

9:50 AM to 11:55 AM
2D. Finding and Applying Your Strengths

Instuctor(s)

Rebekah Brown
CEO for Maryland Association of CPAs

Credits

2.50 Credits of Category PD

9:50 AM to 11:55 AM
2E. Office 365 - Software Applications Lightning Round Review

Instuctor(s)

John H. Higgins, CPA.CITP
Strategic Technology Advisor for Higgins Advisory, LLC

Credits

2.50 Credits of Category CS

1:00 PM to 3:15 PM
Opening Remarks / IssuesWatch Live: State of the Profession / Designing Your Business for the 21st Century

Instuctor(s)

Don Meyer, CAE
Chief Growth Officer for New Jersey Society of CPAs
Edward I. Guttenplan, CPA, MBA, CGMA
Managing Shareholder Emeritus for WilkinGuttenplan
Ellen C. McSherry
Mike Walsh
Ralph Albert Thomas, CPA (DC), CGMA
Sarah Krom, CPA, MST
Managing Partner for SKC & Co. CPAs, LLC

Credits

2.50 Credits of Category SK

4:15 PM to 5:30 PM
Rubber-Band Resilience: How New Jersey CPAs Can Stretch without Snapping During Disruptive Events

Instuctor(s)

Kathy Parry
Owner for Wellness Roadtrip, LLC

Credits

1.50 Credits of Category SK

Thursday, Jun 14, 2018

8:00 AM to 8:50 AM
3A. Soft Landings: How to Help Your Clients Plan for a Happy, Healthy and Rewarding Next-Life Stage

Instuctor(s)

Lise Stewart
Director for EisnerAmper LLP

Credits

1.00 Credits of Category SK

8:00 AM to 8:50 AM
3B. Savvy Social Security Planning

Instuctor(s)

Eleanor Galt-Lin, CFP
Financial Advisor for Morgan Stanley

Credits

1.00 Credits of Category TX

8:00 AM to 8:50 AM
3C. What’s My Plan? Strategically Designing Your Future to Get Ahead

Instuctor(s)

Rachel L. Anevski, MAOB, PHR, SHRM-CP
President & CEO for Matters Of Management, LLC

Credits

1.00 Credits of Category PD

8:00 AM to 8:50 AM
3D. Top Technology Trends - 2018

Instuctor(s)

John H. Higgins, CPA.CITP
Strategic Technology Advisor for Higgins Advisory, LLC

Credits

1.00 Credits of Category CS

9:00 AM to 10:15 AM
4A. How to Provide and Request Alternative Accounting and Auditing Services

Instuctor(s)

Brad E. Muniz, CPA
Principal for CliftonLarsonAllen LLP

Credits

1.50 Credits of Category AA

9:00 AM to 10:15 AM
4B. 2018 Tax Reform Update: Qualified Business Income Deduction

Instuctor(s)

Daniel L. Mellor, J.D., LL.M.
Associate for Kulzer & DiPadova, P.A.

Credits

1.50 Credits of Category TX

9:00 AM to 10:15 AM
4C. Understanding the New Lease Accounting Standard – Are We There Yet?

Instuctor(s)

Michael VanderGoot, CPA CGMA
Manager, Lease Audit for BDO USA, P.C.

Credits

1.50 Credits of Category AA

9:00 AM to 10:15 AM
4D. Blockchain Technology: What Every CPA Should Know

Instuctor(s)

John H. Higgins, CPA.CITP
Strategic Technology Advisor for Higgins Advisory, LLC

Credits

1.50 Credits of Category CS

11:00 AM to 12:15 PM
Growing Professionally and Common Success Characteristics of Great Leaders and High Performers

Instuctor(s)

Allan Koltin, CPA, CGMA
CEO for Koltin Consulting Group

Credits

1.50 Credits of Category SK

1:45 PM to 3:00 PM
The Loyalty Switch

Instuctor(s)

James Kane

Credits

1.50 Credits of Category SK

3:30 PM to 5:00 PM
NJCPA Annual Business Meeting

Instuctor(s)

Edward I. Guttenplan, CPA, MBA, CGMA
Managing Shareholder Emeritus for WilkinGuttenplan
Sarah Krom, CPA, MST
Managing Partner for SKC & Co. CPAs, LLC

Credits