upcoming events

March 2015
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Registration is open for our March 2015 Seminar

CPE:       4 A&A (issues)

Presentation One: 8:30 AM
Speaker: To be listed soon
Topic(s):

Presentation Two: 9:30 AM
Speaker:
Topic(s):

Presentation Three: 11:30 AM
Speaker:
Topic(s):

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, March 19, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our February 2015 Seminar

CPE:       4 Other (issues)

Presentation One: 8:30 AM
Speaker: Tim Luedtke – Principal and Consulting Actuary Navigator Benefit Solutions, LLC
Topic(s): Self Insured Plans

Presentation Two: 9:30 AM
Speaker: Jerry McGinn – Director of Business Development Daneker & Dean
Topic(s): Professional Employer Organization Advantages

Presentation Three: 11:30 AM
Speaker: David Discenza, CBCP – President Discenza Business Continuity Solutions
Topic(s): Business Continuity Planning

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, February 19, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our January 2015 Seminar

CPE:       4 Tax (issues)

Speaker: Scott Crane – Director of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Age 65 Medicare Yes or No Health Insurance Alternatives

Speaker: Tony Curatola, PhD – Editor, Journal of Legal Tax Research Editor, Tax Column of Strategic Finance, Joseph F. Ford Professor of Accounting & Tax – Drexel University, LeBow College of Business
Topic(s): Individual Tax Update for 2015 Tax Filing Season

Speaker: David Warrick, CFP – EA Owner of The Tax Reduction Network and JC Warrick and Company
Topic(s): 10 Tax Reduction Mistakes Business Owners and Individuals Make

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, January 15, 2015
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our December 2014 Seminar

CPE:       Ethics & 2 Other (issues)
Speaker: Brad Wexler – Consultant, Tycor Benefit Administrators, Inc.
Topic(s): Cash Balance Plans

Speaker: Julie Anne Ragatz – Director of the Center for Ethics in Financial Services The American College
Topic(s): Ethical Issues in Managerial Accounting

Speaker: Charley Timmins – Owner & Founder PMA LLC
Topic(s): The Hidden Power of LinkedIn

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, December 18, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our November 2014 Seminar

CPE:   4 hours Other (issues)
Speaker: Scott Crane – Director of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Tax Implications of the Patient Protection and Affordable Care Act

Speaker: Steve Barbella – Villanova Financial Services, Inc.
               Jason Brown – Prudential
               Amanda Jacoby – Fidelity
Topic(s): Retirement Healthcare Funding

Speaker: George Hanzinanolis
Topic(s): Reverse Mortgages

Speaker: Jeff Cattani
Topic(s): Foreclosures

To register go to: Register for the Current Seminar.

COST:  $70 includes full breakfast & beverages
DATE:  Thursday, November 20, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

Registration is open for our October 2014 Seminar

4 Tax CPE Hours
Thursday, October 16, 2014
8:30 am to 12:30 pm

SPEAKER:   Rich Furlong – IRS
TOPIC(S):

To register go to: Register for the Current Seminar.

COST:   $70 includes full breakfast & beverages
DATE:   Thursday, October 16, 2014
TIME:   8:30 AM to 12:30 PM

LOCATION:

more info

Registration is open for our September 2014 seminar!

4 Accounting & Auditing CPE Hours (including 2 CPE Fraud)
Thursday, September 18, 2014
8:30 am to 12:30 pm

  1. Accountant’s Responsibility to Detect Fraud in an Audit, Non Audit, and Tax Engagements
    Leon A LaRosa, CPA, CFE, CFF, MST – Chair , Consulting Services, LaRosa & Associates

  2. Consolidation of VIEs for Common Controlled Leases
    David LaRosa, CGMA, CCIFP – Mayer Hoffman McCann P.C.

  3. What’s Fair about Fair Value Acquisition Accounting
    W. Michael Wolfe, CPA/ABV, CVA – Fesnak and Associates

To register go to: Register for the Current Seminar.

DATE:          Thursday, September 18, 2014

TIME:          8:30 AM to 12:30 PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our August seminar!

2 Ethics CPE Hours + 2 Other CPE Hours
Thursday, August 28, 2014
8:30am to 12:30pm

1. Critical Prevailing Growth Strategies
Carl Francis CEO – Envision & Adjunct Professor Drexel University

2. Risk Assessment Planning and Analysis
Guy A Catalino, CMC GAC Insights LLC

3. Ethics Matter! Or Do They?
Joseph R Barkley Financial Leadership Practice Director of Academy Leadership LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, August 28, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our July seminar!

Summer Accounting Issues
Thursday, July 17, 2014
8:30am to 12:30pm

1. Accounting and the New Banking Environment
Barry Pelagatti, CPA Assurance Partner BDO USA LLP

2. Important Aspects of LIFO
Mike D’Alessandro, Director Green Outsourcing Solutions LLC

3. Fraud and Liability in the Workplace and Signs of a Truthful/Non Truthful Interviewee
John A. Capizzi, CFE, FACFE, DABFE Principal Internal Audit Services, Inc

To register go to: Register for the Current Seminar.

DATE:          Thursday, July 17, 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info

Registration is open for our June Seminar – 4th Thursday this month!

Late Spring Other Issues
Thursday, June 26, 2014
8:30am to 12:30pm

1. Organizing Valuable Documents in the Cloud
Joanne Lang, Aboutone LLC

2. Tactical Asset Allocation: History, Theory and Practice
Brian Schreiner, Schreiner Capital Management

3. Small Business Growth Funding
Andy Greenberg, Fairmount Partners

4. When Left to Their Own Devices
Bob Listerman, Business Technology Resources LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, June 26 2014

TIME:          8:30AM to 12:30PM

LOCATION: Penn State Great Valley

30 East Swedesford Rd

Malvern, PA 19355

Go here for directions.

COST:   $60 includes full breakfast & beverages

more info