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Wednesday, May 12, 2021 Location TBD

Accounting & Auditing Standards Interest Group Meeting & Technical Session (E2105048)

9:00 AM - 11:00 AM EDT

Registration: 9:00 AM EDT

To Be Announced

Location to be announced.

1.5 CPE Credits in AA

OVERVIEW

For members Only. Join the Accounting & Auditing Standards Interest Group Meeting and Technical Session

BENEFITS

1.5 CPE Credits offered

HIGHLIGHTS

Call-in option: 609-236-8695 access code 728 413 144

No CPE offered for Call-in

COURSE LEVEL

Basic

INSTRUCTORS

Craig Dalinsky

Craig Dalinsky, CPA, CGMA

Vice President

SS&C Hedge Fund Services

Craig Dalinsky, CPA, Vice President at SS&C Hedge Fund Services (a division of SS&C Technologies Inc.). Mr. Dalinsky has more than 10 years of experience in the financial services industry, which includes a mix of both public accounting and private administration positions. Mr. Dalinsky currently specializes in financial reporting for investment companies with previous roles in accounting, audit and tax services. Mr. Dalinsky received his B.S. in accounting, with a computer science minor, from Rutgers University, School of Business and a M.A. from Rider University, Graduate College of Business Administration.

Susan Firriolo

Susan Firriolo, CPA, CISA

Owner

Tax Correspondence Service, Inc.

Susan Firriolo, CPA.CITP, CGMA, CISA, is the owner of Tax Correspondence Service, Inc. She is the incoming leader of the Technology Work Group for the NJCPA Accounting & Auditing Standards Interest Group. She is also a member of several other NJCPA interest groups, including the Emerging Technologies Interest Group (#NJCPATech) and the Federal Taxation Interest Group. She can be reached at susan@tacs4it.com.

Michael Gilchrist

Michael Gilchrist, CPA

Sr. Manager

RotenbergMeril

Michael Gilchrist, CPA, is a senior manager at RotenbergMeril. He is a member of the NJCPA Accounting & Auditing Standards Interest Group and can be reached at mgilchrist@rmsbg.com.

Michael Kaplan

Michael S. Kaplan, CPA

Director

Smolin, Lupin & Co., P.A.

Michael Kaplan is a Director of A&A at Smolin, Lupin & Co. He is a licensed Certified Public Accountant in New Jersey and New York, accredited in assisting clients with their annual audit requirements in a wide variety of industries including manufacturing, distribution, healthcare, life sciences, construction, real estate, broadcasting, retail, restaurants, apparel, publishing, software, technology and professional services. He has practiced public accounting for more than 20 years.

Michael is dedicated to serving his clients. He has also served both public and private clients with audits of their employee benefit plans, including 401(k)’s, 403(b)’s, 11K’s, and health and welfare benefit plans. He has been a speaker on employee benefit plans and had presented on national webcasts, at seminars and at Certified Professional Education courses. In addition, he has written articles on various employee benefit plan topics. 

Michael is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. Michael is a graduate of the University of Delaware with a Bachelor of Science in Accounting. He practices out of the Fairfield, New Jersey office.

Jay Levine

Jay L. Levine, CPA

Partner

Prager Metis CPAs, LLC

Jay Levine, CPA, is a partner with LFL Veritas, LLC in Teaneck and Princeton and heads the Accounting and Auditing services for the firm. He provides expert advice to clients on accounting, business and system design issues and specializes in providing advisory services to closely held businesses. He focuses on clients in a variety of industries including manufacturing, advertising, wholesale and distribution on individually tailored “beyond the numbers” approaches to help them maximize their potential and profits. He is a member of the New Jersey Society of CPAs (NJSCPA) and the American Institute of CPAs (AICPA). He often speaks to accounting and professional groups on a variety of business and accounting issues. As an advocate and advisor to small privately held companies he continues to stay abreast of accounting trends that affect the smaller firm. He has a B.S. in Accounting from Syracuse University.

June Toth

June M. Toth, CPA, CFF, CITP, CGMA

Managing Member

ZBT Certified Public Accounting & Consulting, LLC

June M. Toth, CPA, CFF, CITP is the managing member of ZBT Certified Public Accounting & Consulting, LLC in Clark, NJ. June has over 20 years of experience in public accounting. Services she performs include forensic and litigation engagements for contested estates, shareholder disputes, preparation of economic damage reports, and expert witness testimony, individual and business taxation (multistate), estate/fiduciary accounting/taxation, nonprofit information returns, management consulting, litigation support/forensic accounting, compilations, reviews, and audits. Ms. Toth enhances her technical knowledge by active participation in NJCPA interest groups as well as performing Peer Reviews and inspections/engagement quality reviews for other CPA firms.

June is a NJ licensed CPA and received her CFF designation. She is also Certified Part 36 in NY. June is a frequent lecturer presenting on various topics to groups throughout NJ. She is a member of both the AICPA and NJCPA where she is active on various technical groups. Her clients include franchises, service and wholesale industries, multistate entities, nonprofits, estates/guardianships and litigation support/forensic accounting.

She holds a B.S. in Accounting from Rutgers University where she graduated Summa Cum Laude.

Robert Valas

Robert J. Valas, CPA/ABV, CFE, CGMA

Partner

Cullari Carrico LLC

Robert J. Valas is an accounting and finance professional with extensive experience providing audit, accounting, tax and consulting services to clients in diverse industries ranging from Fortune 500 to closely-held middle market companies.

Robert is a graduate of Pace University and has his masters from St Peters University.

Paula Young

Paula M. Young, CPA

Partner, Professional Practice Group

EisnerAmper LLP

Paula M. Young is a principal in the Audit & Assurance department of Amper, Politziner & Mattia with over 15 years experience with the firm. Ms. Young is a Certified Public Accountant in New York and New Jersey. She is a graduate of Wagner College with a Bachelor of Science degree in accounting and a minor in mathematics. Ms. Young has serviced both public and private companies throughout her career in various industries including, supermarkets, cooperatives, biotechnology, franchises, construction contractors, leasing and marketing companies as well as many manufacturers and distributors. She also has experience in SEC compliance and reporting requirements. As a member of the quality assurance department, Ms. Young spends the majority of her time performing quality reviews, research and technical consultation to all offices. She is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants where she is also a member of the Accounting & Auditing Standards Interest Group.

PRICING

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