Events Search
  Summary & Check Out (0)
Tuesday, November 9, 2021 Live WebcastMorris/Sussex Chapter

Morris/Sussex Chapter Panel Discussion for Students and CPA Candidates (E2111569)

12:00 PM - 1:15 PM EST
webcast

Zoom

OVERVIEW

Learn about career opportunities in accounting by hearing directly from people in the profession.

DESIGNED FOR

Students and CPA candidates.

HIGHLIGHTS

This panel discussion will broaden your awareness of the different areas that accountants specialize. Four CPAs from the NJCPA Morris/Sussex Chapter will discuss their respective specialties, including the following:
  • A finance manager overseeing the accounting function at a privately held company
  • A principal in a public accounting firm specializing in corporate taxation
  • A director specializing in process improvements for a technology company
  • An engagement partner providing advisory and other services to business clients
The panelists will review their backgrounds and how they arrived at their current positions. They will provide examples of what helped them in their careers as well as missteps they could have avoided. In addition, attendees will have an opportunity to raise specific questions and seek career advice from the panelists.

The program is designed to give accounting students and CPA candidates “real world” insights into working in the various disciplines of professional accounting.

COURSE LEVEL

Basic

INSTRUCTORS

Olivia Campaniolo

Olivia Campaniolo, CPA, CGMA, PSA, M.B.A.

Director of Finance, Principal

World Insurance Associates LLC

Olivia Campaniolo is the Director of Finance at World Insurance Associates LLC, insurance brokers. At World, she focuses on financial reporting and planning. In addition, Olivia concentrates on improving internal controls and the financial reporting process, monitors cash flow, analyzes financial performance and implements company wide financial policies.

Prior to World, Olivia worked at two mid-sized, New Jersey-based accounting firms where she focused on audits, reviews and compilations of various entities ranging from small businesses to public sector entities. In her over 13 years of public accounting, Olivia has experience in the industry areas of governmental entities, supermarkets, employee benefit plans, not-for-profits, fund administration and management companies.

She is a member of many professional associations, serving in various leadership roles. Currently, Olivia serves as Vice President and Treasurer of the New Jersey State Society of Certified Public Accountants Morris/Sussex Chapter (and is also an active member of the American Institute of Certified Public Accountants). She was a board member of the American Woman’s Society of Certified Public Accountants from July 2009 through June 2014.

In her free time, you can find Olivia giving back to her community through her volunteer activities for a wide array of charitable organizations including: Dress for Success, the Making Strides Against Breast Cancer Walk, the Community FoodBank of New Jersey, and the Alzheimer’s Association.

Olivia holds both a Bachelor of Science degree in Accounting and a Masters of Business Administration in Accounting from Montclair State University. She is a licensed CPA in NJ and has the added distinction of being licensed as a Chartered Global Management Accountant.

Nicole DeRosa

Nicole M. DeRosa, CPA, MAcc

Senior Tax Manager

Wiss & Company, LLP

Nicole is a senior tax manager with Wiss & Company, LLP and has more than 12 years of public accounting experience, specializing in taxation for closely held businesses and individuals. She was also an adjunct professor at Raritan Valley Community College, where she taught Tax Accounting for Individuals. Nicole is a member of the NJCPA and is the leader of the Emerging Leaders Council. She is also active on the Content Advisory Board, Federal Taxation Interest Group and Emerging Leaders Interest Group. In 2015, she was awarded “30 Under 30” by the NJCPA, and in 2019, she was awarded the “Women to Watch” Ovation Award. Most recently, Nicole was named to the 2020 edition of NJBIZ’s Power 50 List. In Nicole’s spare time, she teaches Zumba Fitness and is active in various charitable organizations, such as St. Jude's and the American Heart Association.

Christopher Martin

Christopher L. Martin, CPA

Partner

SobelCo

Chris Martin, Member of the Firm in the Accounting and Auditing Practice at SobelCo, has worked closely with mid-sized, privately-held businesses throughout his entire career. He adds value by assisting clients with their financial statement needs, providing strategic planning for their corporate and individual income taxes, and taking an active role in consulting on major financial decisions. Chris devotes a significant amount of his time specifically in SobelCo’s food and beverage practice where he manages financial statement audits, reviews, compilations, and income taxes for manufacturers, distributors, and supermarket owners in the tri-state area.

Since joining SobelCo in 2015, Chris has consulted with clients to help them gain an accurate understanding of their financial situation. Using clients’ internal information, along with industry benchmarks, Chris enables them to set strategic goals and make educated decisions, most specifically helping them monitor and improve their operations through forecasts and projections that can lead to greater efficiencies and profitability.

Carlos Mendez

Carlos Mendez, CPA, CIA, CGMA

Director

Fusionworks

Carlos is the managing director for Fusionworks, a technology and process advisory firm for midsized companies. He specializes in digital solutions, process improvements and risk management. Prior to joining Fusionworks he worked at MetLife assuming the position of Vice President for Global Internal Audit after serving as head of Global audit Policy and Chief Auditor for the Americas. He began his career with the international accounting firm PricewaterhouseCoopers working in the SEC Services Group and as a senior manager for the Assurance and Advisory Practice.

He earned an undergraduate degree in accounting as well as a law degree from the University of Puerto Rico, Río Piedras.

Stacy Palmer

Stacy Palmer, CPA

Tax Principal

Untracht Early LLC

Stacy L. Palmer is a Principal in the Business Tax practice at Untracht Early LLC and has been with the firm since 2006. Her areas of focus include both corporate and individual taxation. By understanding both the industries in which her clients operate and the unique industry and geographic-specific challenges their organizations face, Stacy is able to offer guidance on the tax planning opportunities available for each client she serves. Her deep understanding of individual taxation principles, laws, and regulations allows her to assist her corporate clients with related individual tax matters, as well.

Prior to joining Untracht Early, Stacy worked at a Big Four accounting firm as a member of the Internal Audit group and Tax department. This experience helps her work proactively with clients to ensure they prepare any necessary documentation properly so that they are in compliance with IRS standards.

In 2015, she was named to the Farleigh Dickinson University Silberman College of Business' 50 Under 50 list of top alumni business leaders under the age of 50. She was also recognized by the NJCPA as a 2021 Woman to Watch Ovation Award winner for her commitment to advancing the accounting profession and contributing to the success of her colleagues.

Stacy is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and the American Woman’s Society of Certified Public Accountants. Additionally, she serves as a director on the board of the New Jersey Society of Certified Public Accountants’ Morris/Sussex Chapter.

She previously taught the Individual Taxation course as an adjunct professor at Fairleigh Dickinson University. Additionally, she frequently presents at tax seminars sponsored by professional organizations including the Foundation of Accounting Education of the NYSSCPA and the NJSCPA.

Stacy received a Bachelor of Science in Accounting and a Master of Business Administration in Finance and Management Information Systems, both from the State University of New York at Albany. She also holds a Master of Science in Taxation from Fairleigh Dickinson University. Stacy is a licensed CPA in both New Jersey and New York.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form