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December 2014
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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

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