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August 21 - 23, 2023 In-person

Atlantic City CPE Cluster (E2308021)

8:30 AM - 4:30 PM EDT each day

Registration: 8:00 AM EDT

Harrah's Atlantic City

777 Harrah's Blvd
Atlantic City , NJ 08401

24 CPE Credits in MC


Surpass your annual 20-CPE-credit requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days. Each day is priced individually. Attend one, two or all three days!


CPAs and financial professionals


Sponsored by:

  • Stay up to date on the newest developments.
  • Attain higher value by going deeper into topics.
  • Learn how-to strategies on new and emerging issues.
  • Gain insight for better risk management and problem-solving.


Escape to Atlantic City to meet your education needs while enjoying the beach and entertainment. Each eight-hour session provides for deeper learning and a mastery of skills in accounting, business, tax and not-for-profit topics. They are presented by nationally known speakers and designed to enhance your planning and performance.

Attend one, two or all three days! Choose from one of several seminars each day. Each full-day seminar is priced individually and includes:
  • Begins with registration at 8:00 a.m. and concludes at 4:30 p.m.
  • Includes continental breakfast, lunch and two refreshment breaks
  • Qualifies for 8 CPE credits

Monday, August 21

Annual Update for Accountants and Auditors (8 credits AA)
Daniel Bradley, CPA
Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive session covers relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. Sort through the complexities to identify and apply recently issued FASB, PCAOB, ARSC and ASB standards and guidance.
*AICPA members deduct $30 from applicable price.

2023 Governmental and Not-for-Profit Annual Update (8 credits AA)
Jeffrey Lieman, CPA
Change is inevitable and, at times, overwhelming if you are unprepared. Ensure you are current on the latest accounting and auditing developments affecting governments and not-for-profits.
*AICPA members deduct $30 from applicable price.

The Best Individual Income Tax Update Course by Surgent (8 credits TX)
John Kilroy, CPA, CFP
This highly informative session comprehensively covers all the latest tax law developments. The focus is on individual taxation and the planning opportunities practitioners need to understand to help clients respond effectively.

Advanced Financial Skills, including Developing Your Digital Mindset (8 credits MT)
Clare Levison, CPA, CGMA
The value-adding finance department is focused on the future, helping to guide strategy, protect against risk, implement change effectively and become a trusted organizational adviser. Gain knowledge about the competencies needed to thrive in today’s disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change.

Tuesday, August 22

Forensic Accounting: Fraud Investigations (8 credits AA)
Daniel Bradley, CPA
The rapid expansion of technology, growth in various sectors of business and industry, and the rise and increase in complexity of white-collar crimes have contributed to the growth of forensic accounting. Whether you have an audit background, work within the public sector or aspire to be a forensic accountant, this course will provide you with the foundational knowledge to identify, investigate and communicate your findings.
*AICPA members deduct $30 from applicable price.

Yellow Book: Staying Compliant with Government Auditing Standards (8 credits AA)
Jeffrey Lieman, CPA
This session based on Government Auditing Standards, 2018 Revision, is essential for auditors performing Yellow Book audits. All auditors planning and conducting engagements in accordance with the Yellow Book need to be able to discern the requirements related to independence. This session will increase your knowledge of the requirements related to ethics, standards for financial audits, attestation engagements, performance audits and more.
*AICPA members deduct $30 from applicable price.

The Best S Corporation, Limited Liability and Partnership Update Course by Surgent (8 credits TX)
John Kilroy, CPA, CFP
Practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. This session will be updated to reflect newly enacted legislation.

Finance Business Partnering: The Essentials (8 credits MT)
Clare Levison, CPA, CGMA
Learn strategies and best practices to effectively communicate critical information to your stakeholders and advance the company. Improve your abilities in vital communication and persuasive skills, learn about financial business partnerships and gain insight into the growing importance of this role in management accounting. Discover how to steer your business through a moment of disruptive technology change while delivering value.

Wednesday, August 23

Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (8 credits AA)
Daniel Bradley, CPA
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this session will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.
*AICPA members deduct $30 from applicable price.

Real-World Fraud Found in Governments and Not-for-Profits (8 credits AA)
Jeffrey Lieman, CPA
Through a comprehensive learning approach using examples and informative case studies, you will learn about real-world government and not-for-profit fraud. Topics include cyber fraud as well as your responsibilities when dealing with fraud. Since recognizing fraudulent or deceptive practice is not always easy, this course will highlight frauds in today’s headlines and sharpen your forensic skills, featuring techniques to help you identify behavior tendencies that may lead to fraudulent activity.
*AICPA members deduct $30 from applicable price.

Securing a Comfortable Retirement in the Age of Spending (8 credits TX)
John Kilroy, CPA, CFP
Learn how to help your clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Finance Business Partnering: Influence to Impact (8 credits MT)
Clare Levison, CPA, CGMA
Learn how to take an application-based approach to finance business partnering. Discover analytics tools and approaches that will help with decision-making in addition to developing important problem-solving abilities. Improve your ability to communicate with and influence important corporate decision makers by using the strategies you learn, which can help your company carry out its strategic vision.




For room reservations at Harrah's, visit
Call (888) 516-2215 and mention group name "NJ Society of CPAs 2023" or group code "SH08SC3"
Please note that room rates are guaranteed through July 31


Daniel Bradley

Daniel W. Bradley, CPA

Dan Bradley is a principal with the regional certified public accounting firm of Young, Oakes, Brown & Co. P.C. in Altoona, Pennsylvania. He has extensive experience in performing audits of for-profit as well as governmental and not-for-profit organizations subject to the Single Audit Act and OMB Circular A-133. In addition, he has extensive experience dealing with entities (governmental units, not-for-profit organizations, and for-profit organizations) subject to the requirements of Government Auditing Standards. Dan holds a Commonwealth of Pennsylvania license to practice as a Certified Public Accountant, and received his Bachelor of Science degree in Accounting from Pennsylvania State University where he graduated with highest distinction.

Mr. Bradley is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the Institute of Management Accountants. He is also a long time member of the PICPA’s Local Government Accounting and Auditing Committee. As of June 1, 2007, Mr. Bradley was elected to the PICPA’s Ethics Committee. Mr. Bradley has also served as past president of his IMA chapter, as well as serving as a member of the Executive Committee of the Pennsylvania Economy League. Mr. Bradley was a past President of the Altoona Chapter of the American Business Club as well as being a member of his local March of Dimes board.

In addition, Mr. Bradley has previously been an adjunct associate professor at Saint Francis College in Loretto, Pennsylvania where he is a past recipient of the Continuing Education’s Instructor of the Year Award. Mr. Bradley has been a frequent speaker and panelist on various governmental and not-for-profit programs for the AICPA, numerous state societies, the St. Francis College’s CPE Department, and numerous local entities. Mr. Bradley is a multi-year recipient of the AICPA’s Outstanding Facilitator Award.

John Kilroy

John Kilroy, CPA, CFP

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal,, and He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

Clare Levison

Clare Levison, CPA, CGMA

Clare Levison, CPA, CGMA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. 

Clare has more than 20 years of aerospace and defense industry experience, combined with over a decade of creating content and teaching ethics for the Virginia Society of CPAs. She is a fervent financial literacy advocate and the author of “Frugal Isn’t Cheap: Spend Less, Save More, and Live Better.” Clare has appeared on major radio and television networks across the country discussing personal finance and has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today, and U.S. News & World Report.

Clare serves as a national financial literacy spokesperson on the AICPA’s Consumer Financial Education Advocates group. She has also served as a member of the Virginia Society of CPAs Board of Directors.

Jeffrey Lieman

Jeffrey Lieman, CPA

AICPA/Professional Development Institute

Jeffrey heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland, where he provides consulting services, contractual assistance services and training to CPAs, their firms and their clients. He is recognized nationally as a lecturer for various accounting, auditing and technology topics and has been quoted in various trade journals. Since 2016, he has received the Surgent Outstanding Discussion Leader Award. Jeffrey's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland, where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.