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Wednesday, September 18, 2024 In-personMonmouth/Ocean Chapter

Implementing a WISP for CPA & Financial Practices & Increase EBITDA: How to Add More Revenue Back to Your Bottom Line (E2409539)

8:30 AM - 11:30 AM EDT

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

3 CPE Credits in SK

OVERVIEW

Discover what you need to know about the unregulated merchant credit card processing industry as well current cybersecurity developments and security awareness.

DESIGNED FOR

CPAs and accountants in public practice

BENEFITS

  • Understand the complex credit card processing ecosystem, including the varied players, the transaction lifecycle, processing methods, how to read a statement, timely issues surrounding surcharging programs and the rise in security breaches.
  • Gain solutions and understand measures a company should implement to mitigate cybersecurity risks.

HIGHLIGHTS

EBITDA:

  • Identify the real costs of payment processing and the silent equity partner you didn’t know you have.
  • Recognize where the hidden fees are on a statement, how to identify them and how to optimize a payment system.
  • Describe the lifecycle of a transaction and who gets paid on each transaction.
  • Review the difference between surcharging and cash discount programs, how to be compliant in New Jersey and what you need to know as an accountant.
  • Understand PCI compliance and how to mitigate additional risks.
  • Understand where opportunities to add more to your client's bottom line exist.

Intersection of Cybersecurity and Partnerships:

  • Microsoft security breach
  • CyberSource
  • Firewalls
  • Security awareness
  • Compliance
  • Mitigate risk

COURSE LEVEL

Basic

INSTRUCTORS

Scott Brandle

Scott Brandle

Account Executive

Merchant Advocate

Adam Feingertz

Adam Feingertz

Director of New Business

Merchant Advocate

Adam Feingertz(Director of New Business) has spent more than two decades working for fortune 500 and 1000 companies in Senior Level sales leadership and sales operations roles. He was instrumental in building and growing sales teams responsible for the SMB market to multinational enterprise accounts. Just prior to Merchant Advocate, Adam joined a merchant processor growing sales team in the northeast. In 2020 Adam joined Merchant Advocate and has been helping his clients save money and provide clarity into the unregulated industry of credit card processing. Adam graduated from Northeastern University with a degree in business and marketing.

Chris Parmigiani

Chris Parmigiani

PRICING

$55.00 - Member

$70.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

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