upcoming events

September 2014
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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

Registration is open for our May seminar!

Mid Spring Other Issues
4 A&A CPE Credits
Thursday, May 15, 2014
8:30am to 12:30pm

1. Leading through Conflict
Barry Davis, MS, CTC, MCDP – Gift of Self Career Services, LLC

2.  Successfully Surviving A Catastrophic Loss
Stan Smith, CPA – Smith Orloff & Associates

3.   360 Degrees of Health Care Reform
Mike Troy, Kistler Tiffany Benefits

To register go to: Register for the Current Seminar.

DATE:          Thursday, May 15, 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 March seminar!

Spring Accounting Issues
4 A&A CPE Credits
Thursday, March 20, 2014
8:30am to 12:30pm

1.   New Private Company Standards
Sam Monastra, CPA – McGladrey LLP

2.  Payroll Fraud
Allen Noll

3.  Forensics
Chad L. Staller, JD, MBA, MAC, CVA
The Center for Forensic Economic Studies

To register go to: Register for the Current Seminar.

DATE:          Thursday, March 20, 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 February Seminar!

Miscellaneous Issues
4 Advisory CPE Credits
Thursday, February 20, 2014
8:30am to 12:30pm

1.   Cloud Hosting
Ed Duguid – West Chester Consultants

2.  Advanced Plan Design
Kelton Collopy – Tycor Benefit Administrators

3.  Building a Referral Pipeline
Fred Kaplan, CBM,MBA – WeiserMazars LLP

4.  Tighten Up Your Cyber Security
Bob Listerman, CPA,CITRMS – Business Technology Resources LLC

To register go to: Register for the Current Seminar.

DATE:          Thursday, February 20, 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 January Seminar!

Tax Issues
Thursday, January 16, 2014
8:30am to 12:30pm

1.    Tax Implications of Entity Selection
Andy Malone – Fesnak & Associates

2.    Cost Segregation
Mike D’Alessandro – McGuire Sponsol

3.  Tax Topic To Be Determined
David Warrick, EA – The Tax Reduction Network

To register go to: Register for the Current Seminar.

DATE:          Thursday, January 16, 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

Thank you for attending our December seminar – stay tuned for January info!

Ethics Plus Other Issues
Thursday, December 19, 2013
8:30am to 12:30pm

1.    Using LinkedIN
Charlie Timmins of Personal Marketing Associates

2.    Obamacare
Mike Troy of Kistler Tiffany Benefits

3.  Questioning Ethics (2 CPE Hours)
Karen Jett, CMA of Jett Excellence

To register go to: Register for the Current Seminar.

DATE:          Thursday, December 19, 2013

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 November Seminar!

IRS Federal Tax Issues

4 Tax CPE Hours
Thursday, November 21, 2013
8:30am to 12:30pm

1.   Overview of 2013 Tax Law Changes
Tax Law Update (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

2.   Affordable Care Act Provisions that Affect Individuals and Businesses
ACA (MACE Nov 21 2013)
IRS Employment Plans Specialist

3.  IRS Employment Tax Issues and Priorities
Employment Tax Issues (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

4. IRS Under-reporter and Correspondence Examination Programs
AUR Corr Audit (MACE Nov 21 2013)
Richard G Furlong, Jr. IRS Senior Stakeholder Liaison

To register go to: Register for the Current Seminar.

DATE:          Thursday, November 21, 2013

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