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Tuesday, May 19, 2020 Saddle BrookBergen Chapter

CFO/Controllers' Conference (E2005119)

7:30 AM - 11:30 AM EDT

Registration: 7:00 AM EDT

Saddle Brook Marriott

138 New Pehle Ave
Saddle Brook, NJ 07663

1.0 CPE Credits in TX
1.0 CPE Credits in AA
1.0 CPE Credits in CS
1.0 CPE Credits in PD
New Location - Saddle Brook Marriott

OVERVIEW

This meeting will cover a variety of useful topics for CFOs, Controllers and Members in both Private and Public industry. The objective is to provide performance enhancing ideas and to increase each attendees’ awareness of some key areas that will hopefully heighten personal job performance. Topics will include a variety of SALT issues, healthcare cost ideas, a US GAAP update, and some insights into personal organizational skills to increase personal productivity.

DESIGNED FOR

CFOs, controllers, and accounting staff in both industry and public practice..

BENEFITS

Earn 4 CPE credits.

HIGHLIGHTS

State and Local Tax Issues
Mark S. Klein, J.D. - Hodgson Russ LLP

This session will cover the state tax issues faced by businesses involved in multistate activities. We will focus on how this impacts income taxes in the tri-state area, sales tax collection obligations, and the state’s new withholding tax initiatives.

Let's Get Organized!
Gayle M. Gruenberg, CPO-CD - CEO, Let's Get Organized, LLC

Everyone wants to be more organized, but not everyone was born with the organizing gene. Gayle will discuss how being organized at work and at home can stop the insanity of doing the same things over and over again and expecting better results. In this informative and funny session, she will talk about ways to organize your time, tasks, and space to be more productive and efficient, relieve stress, and literally change your life!

Strategies to Reduce Health Care Expenses
Ed Gaelick, CLU, ChFC - PSI Consultants, LLC

Ed will discuss strategies to reduce health care costs for employers and individuals. Topics to be discussed will include Qualified High Deductible Health Plans, Health Reimbursement Arrangements (HRA) and Health Savings Accounts (HSA). Nuances of the plans, and their commingling, will be discussed together with funding vehicles, rules, advantages, eligibility, contribution limits, and what counts as qualified medical expenses. To conclude, Ed will discuss Self Insured or Stop Loss plans, current legislation and advantages, disadvantages.

US GAAP Review for Industry
Peggy Gallagher, CPA - Withum

Special care must be taken towards accounting and auditing topics in industry. Hear updates on US GAAP and how they will affect your business.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early Birds save $25 - late fee applied after 5/16. Season Pass holders must register for each event.

For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Edward Gaelick

Edward Gaelick, CLU, ChFC

Founder

PSI Consultants

Ed Gaelick founded PSI Consultants in 1985 to provide a broad range of Life & Health Insurance products and services to individuals and business owners. His formula for success is to offer quality products from only the strongest financial institutions, provide unmatched service to every client and keep on the cutting edge of knowledge and better techniques. Ed's commitment to building lasting relationships with his clients is overshadowed only by his integrity. Ed has earned great respect from his clients and professional associates by never compromising quality, service and trust.

Throughout his 35 year career, Ed has earned many of the highest professional honors awarded in the Life & Health Insurance Industry. He is a Life and Qualifying member of the Million Dollar Round Table with many Court and Top of the Table qualifications as well as many other National Sales and Quality awards. Having earned two prestigious designations, Ed is the go-to insurance professional and shares his vast knowledge and experience with a national audience by being a contributing author for two books, numerous articles on the hottest insurance topics of today and many speaking engagements.

Margaret Gallagher

Margaret F. Gallagher, CPA

Technical Review

WithumSmith+Brown

Margaret (“Peggy”) Gallagher, CPA, is in the Technical Resources department at WithumSmith+Brown’s Morristown office. Ms. Gallagher focuses her work on interpreting and applying technical accounting and auditing standards, and independence matters. With more than 25 years of accounting and auditing experience, her industry expertise includes manufacturing, distribution, construction, life sciences, real estate, non-profits and employee benefit plans. A frequent lecturer, she develops and presents accounting and auditing education classes for statewide audiences.

Ms. Gallagher is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and serves on the NJCPA Accounting and Auditing Interest Group. She is also a member of the American Institute of Certified Public Accountants (AICPA) and a board member of Student/Partner -Alliance, Millburn, NJ. Ms. Gallagher received her bachelor’s degree in accounting from Fairfield University, where she graduated magna cum laude. She was awarded the 2013 NJ BIZ Best 50 Women in Business Award.

Gayle Gruenberg

Gayle M. Gruenberg

President

Let's Get Organized, LLC

Gayle M. Gruenberg is the Chief Executive Organizer of the award-winning professional organizing firm Let’s Get Organized, LLC. She is a recovering CPA, and replaced those letters with CPO-CD, which stand for Certified Professional Organizer in Chronic Disorganization. She is the creator of the Make Space for Blessings system, is an Organizer Coach, author, and international speaker on Chronic Disorganization. Gayle is the organizing expert with the lifestyle brand Change Your Attitude, Change Your Life, where she is featured on the Conversations with Joan radio show on AM970 and iHeartRadio, and publishes a monthly article in the brand’s 24/7 Magazine. Since starting Let’s Get Organized, Gayle has been an active member of the National Association of Productivity and Organizing Professionals (NAPO), including founding and serving as 3-term president of the Northern New Jersey chapter, as well as a serial leader with the Institute for Challenging Disorganization.

Mark Klein

Mark S. Klein, J.D.

Partner

Hodgson Russ LLP

Mark is Chairman of Hodgson Russ LLP and concentrates his practice in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation -- and may be best known for his public speaking on tax topics. Mark splits his time between the Firm's New York City and Buffalo offices.

Mark has represented numerous Fortune 500 companies in connection with corporate, withholding and sales tax audits as well as dozens of individuals who appear on the Forbes 500 list of wealthiest individuals in the United States in connection with New York income tax inquiries.

Mark taught courses in the Tax Certificate Program in the School of Management at the University of Buffalo on state taxation and tax practice and procedure. He is a member of The CPA Journal editorial review board and has written numerous books, articles and treatises on the subject of multistate taxation. Mark is the general editor of LexisNexis Tax Practice Insights: New York; the editor of New York Tax Highlights and the contributing editor of CCH's Annual Guidebook to New York Taxes. He is the co-author of the ABA Sales & Use Tax Desk Book, CCH's New York Residency and Allocation Audit Handbook; New York Sales and Use Tax Answer Book, the New York State Bar Association's Contesting New York State Tax Assessments, 4th Edition; and RIA's New York Tax Handbook and New York City Tax Handbook. Mark is also a contributor to numerous professional and industry-focused publications.

PRICING

$100.00 - Member

$125.00 - Non Member

$0.00 - Season Pass

Event Cancelled

This event has been cancelled.

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