Registration: 8:30 AM EDT
Zoom
Attend this semi-annual meeting designed specifically for educators at the high school and college levels. Get an update on the state of the accounting profession.
Basic
Partner Emeritus
WithumSmith+Brown
Frank is an emeritus partner of Withum with over 35 years of accounting and auditing experience. He is licensed in New York and New Jersey, and has significant experience working with SEC registrants and small and large private entities in various industries, including working with hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board, which is the senior technical committee that established and conducted a program for AICPA member firms engaged in the practice of accounting and auditing. He was a past president of the NJCPA, and was a former Treasurer, chair of the NJCA Peer Review Executive Committee, and chair of the NJCPA Accounting & Auditing Standards Interest Group. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.
Richard Gallagher joined the AICPA Examinations team as Director of Content on December 1, 2014. Rich will be leading the Exam’s team of CPAs on the development and monitoring of the current Exam, as well as playing a key role in the Practice Analysis initiative, whose goal is to ensure that the next version of the CPA Exam assesses the knowledge and skills required of newly licensed CPAs. Rich has worked as a CPA for over 35 years. He retired from Ernst & Young’s New York based National Professional Practice Group in June 2014. In this role, Rich supported engagement teams and their clients in resolving complex accounting and auditing issues. He also served as Engagement Quality Review Partner on many of EYs New York and New Jersey based clients. Prior to National Office, Rich was a client handling partner based in the firm’s MetroPark New Jersey office. Rich also has been a frequent instructor focusing on new accounting pronouncements, evolving audit matters and IFRS. Rich began his career in Arthur Young’s Newark office in 1976. Rich attended Villanova University from 1972 through 1974 and graduated from St. Peter’s College in 1976. Rich also was an Adjunct Instructor in St. Peter’s Accountancy program in the 1980’s.
Principal
CliftonLarsonAllen LLP
Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in 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 American Institute of CPAs (AICPA) and the NJCPA, and was a former NJCPA president. He hosts its A&A Update with Brad Muniz, an IssuesWatch Podcast. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.
Principal - Real Estate Tax
Alan is the managing partner of SobelCo, where he is responsible for facilitating the strategic direction and the day-to-day management of the firm. He provides expertise on financial reporting, tax planning for businesses and high net worth individuals and strategic business planning. He has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing. Alan is the 2020/21 president of the NJCPA. He developed the concept for the Pass-Through Business Alternative Income Tax Act and played the lead role in writing the legislation and making it fit within New Jersey’s tax structure. He is also a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He is the former chairman of the NJCPA Audit Committee and was a former vice president and trustee of the NJCPA and a past president of its Essex Chapter and has served on various committees. Alan was a former adjunct professor of taxation and frequently lectures.
Ralph is the CEO and executive director of the New Jersey Society of CPAs. He was appointed to AICPA’s National Commission on Diversity and Inclusion and the AICPA Foundation Board. Ralph is a former national and chapter president of the National Association of Black Accountants, was chair of the National Association of State Boards of Accountancy’s State Society Relations Committee and is a member of the accounting advisory boards of Lehigh, Rutgers, Seton Hall, Montclair State, Felician and Thomas Edison universities and Middlesex County College. In January 2018, he was invited by Senate President Steve Sweeney to join his bipartisan Economic and Fiscal Policy Working Group. Additionally, Ralph was selected for the last eight years by Accounting Today as one of the “Top 100 Most Influential People in Accounting.”
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