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December 2019
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December 2019 Seminar

(Walk-ins Welcome)

CPE: Ethics+ (4 hrs.)

Presentation 1 8:30 AM
Speaker: Chad L. Staller, JD, MBA, MAC, CVA, Center for Forensic Economic Studies President
Topic(s): Ten Commandments Of Expert Witnesses (Ethics credit)
Presentation 2 9:30 AM
Speaker: Joseph Hargadon, CMA, Professor of Accounting Widener University
Topic(s): How to Reach the Next Generation (Other credit)
Presentation 3 10:30 AM
Speaker: Maureen Breen, CMA, Assistant Clinical, Professor of Accounting, Drexel University
Topic(s): Internal Audit (A&A credit)
Presentation 4 11:30 AM
Speaker: Stephen C. Goldblum, Esq., Attorney at Semanoff, Ormsby Greenberg & Torchia, LLC
Topic(s): Employment Law for Accountants (Other credit)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, December 19, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

November 2019 Seminar

(Walk-ins Welcome)

CPE: A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: Penny Zenker, Smart Moves Coaching, Strategic Business Coach
Topic(s): Stress Management (Credit – Other)
Presentation 2 9:30 AM
Speaker: Tony Curatola, PhD, Professor and Consultant, Drexel University
Topic(s): Circular 230 Ethics (Credit – Ethics)
Presentation 3 10:30 AM
Speaker: Tracy Russo, CLTC, HTA Financial Services, President & CEO
Topic(s): Your Road to Medicare (Credit – Other)
Presentation 4 11:30 AM
Speaker: Ed Flanagan, CPA, MBA, Expense Reduction Analysts, Director
Topic(s): How to Control Overhead Expenses (Credit – A&A)

    Presentations for download:

1. Stress Management (PowerPoint)
2. Ethics (PowerPoint)
3. Roadmap to Medicare (PowerPoint)
4. How to Recover… (PowerPoint)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, November 21, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

October 2019 Seminar

(Walk-ins Welcome)

CPE: Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Rich Furlong, Internal Revenue Service
Topic(s): Federal Tax Updates (Tax)

Presentation 2 11:30 AM
Speaker: Tony Curatola, CPA, Independent Accountant
Topic(s): Federal Tax Update Analysis (Tax)

    Presentations for download:

1. 199A (PowerPoint)
2. Opportunity_Zones (PowerPoint)
3. Tax Form Changes (PowerPoint)
4. Federal Tax Update Analysis (PowerPoint)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, October 24, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

September 2019 Seminar

(Walk-ins Welcome)

CPE: 3 A&A + 1 Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Trish Perevich and Gary Lazoff, Taxctix
Topic(s): Leasing Strategies for Financial Executives (A&A)

Presentation 2 9:30 AM
Speaker: Kristen Kane, Kane Partners
Topic(s): Social Media (Other)

Presentation 3 10:30 AM
Speaker: Jan Press, CMA
Topic(s): Quick Books In The Cloud (A&A)

Presentation 4 11:30 AM
Speaker: Frank Merenda, CVA, ASA, BCA, MBA & MSChe, EAC Valuations
Topic(s): Business Valuations (A&A)

    Presentations for download:

1. Leasing Strategies (PowerPoint)
2. Social Media for Business (PDF)
3. QuickBooks Online (PDF)
4. Business Valuations (PowerPoint)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, September 26, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

August 2019 Seminar

(Walk-ins Welcome)

CPE:
Ethics+ (4 hrs.)

Presentation 1 8:30 AM
Speaker: Christian Hicks, Penn State University, Graduate School
Topic(s): Master of Professional Accounting (A&A)

Presentation 2 9:30 AM
Speaker: Troy Knott, Oak Leadership
Topic(s): Boomerang (Ethics)

Presentation 3 10:30 AM
Speaker: Karen Shrenk, CPA, CVE, CFE, Trout, Ebersole, & Groff
Topic(s): Internal Controls (A&A)

Presentation 4 11:30 AM
Speaker: Greg Kepner, AIF, CRPS, Tycor Benefits
Topic(s): Safe Harbor For All (Other)

    Presentations for download:

1. Accounting (PowerPoint)
2. Boomerang (PowerPoint)
3. Internal Controls (PowerPoint)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, August 22, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

July 2019 Seminar

(Walk-ins Welcome)

CPE:          
A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: Amanda Bernard, CPA, CFE, CMA, Maillee LLP
Topic(s): Data Analytics (A&A)

Presentation 2 9:30 AM
Speaker: Glenna Crooks, PhD
Topic(s): Productivity (Ethics)

Presentation 3 10:30 AM
Speaker: Bill Dolan, Esquire Dolan Law
Topic(s):Business Law Topics
1. Admin of Legal Entities
2. Collateralizing Loans
3. Bankruptcy
4. Estate Planning (1 Ethics + 1 Other)

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, July 18, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

June 2019 Seminar

(Walk-ins Welcome)

CPE:           3 A&A + 1 Tax (4 hrs.)

Presentation 1 8:30 AM
Presenting for Joe: Peter Kolokithias
Speaker: Joe Strain, CISA, CISM, RSM US LLP
Topic(s): Cyber Security

Presentation 2 9:30 AM
Speaker: Stewart Katz, CPA, Friedman, LLP
Topic(s): State and Local Tax Update

Presentation 3 10:30 AM
Speaker: Sam Monastra, CPA, BDO USA LLP
Topic(s): Business Combinations

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, June 20, 2019
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

May 2019 Seminar

(Walk-ins Welcome)

Due to a scheduling conflict at Penn States’ Great Valley campus, we have rescheduled our MAY conference one week earlier

CPE:           2 A&A + 1 Taxes + 1 Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Greg Kepner, Tycor Benefits
Consultant
Topic(s): QBI tax planning

Presentation 2 9:30 AM
Speaker: Timothy Letter, Managing Director, Miller Investment Management, LP
Topic(s): Retirement Planning

Presentation 3 10:30 AM
Speaker: John A. Capizzi, CFE, Internal Audit Services, Inc Principal
Topic(s): Interviewing for fraud in the workplace

Presentation 4 11:30 AM
Speaker: Bob Listerman, CPA, Founder, Business Technology Resources, LLC
Topic(s): Becoming a Cyber Security Watch Dog

more info

April 2019 Seminar

(No event for this month – May will be put up shortly)

more info

March 2019 Seminar

(Walk-ins Welcome)

CPE:           1 A&A + 1 Ethics + 2 Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Kristen Flanagan, CPA, CFE, CFF, Partner Friedman LLP
Topic(s): Misappropriation of Cash – Fraud

Presentation 2 9:30 AM
Speaker: Troy Knott, Certified Coach, The John Maxwell Team
Topic(s): Leadership Essentials

Presentation 3 10:30 AM
Speaker: William Doyle, Esquire
Topic(s): Selling Your Business

Presentation 4 11:30 AM
Speaker: Michael Chiappinelli and Marc Thai
Topic(s): Small Business Protection Strategies

more info