September 2018 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Stan Fromuth, Independent Social Security Consultant
Topic(s): Retirement Benefits

Presentation 2 9:30 AM
Speaker: Joe Olenski, Independent Social Security Consultant
Topic(s): Medicare Update

Presentation 3 10:30 AM
Speaker: Charlotte Conroy, MBA, Founder of Recent Communications
Topic(s): Emerging Communications Trends

Presentation 4 11:30 AM
Speaker: Craig Brody, C. Brody Associates LLC
Topic(s): Excel V-Lookups and Pivot Tables

Registration is open for our January 2016 Seminar

(Walk-ins Welcome)

CPE:           4 Hr(s) in Tax

Presentation One: 8:30 am
Speaker: Scott Crane, Tycor Benefit Administrators, Inc.®
Topic(s): Compliance Requirements – What Is Next For Employer Sponsored Insurance?

Presentation 9:30 am
Speaker: Mike D’Alessandro, Greenoutsourcing, PA
Topic(s): Section 41 – R & E Tax Credit

Presentation Three: 10:30 am
Speaker: Tony Curatola, PhD Drexel University
Topic(s): 2016 Federal Tax Issues

To register go to: Register for the Current Seminar.

COST: $70 includes full breakfast & beverages
DATE: Thursday, January 21, 2016
TIME: 8:30 AM to 12:30 PM

LOCATION:

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 March seminar!

Accounting Issues
Thursday, March 21, 2013
8:30am to 12:30pm

1.    In the Wake of Superstorm Sandy
Preparing, Supporting, and Settling a Business Interruption Claim
Chris Welde, CPA  – ParenteBeard LLC

2.    Revenue Recognition
Current Developments in Revenue Recognition
Sam Monastra, CPA – McGladrey LLP Director

3.    GAAP Update
GAAP Presentation
Richard Kudzmas, CPA – Mayer Hoffman McCann PC

To register go to: Register for the Current Seminar.

DATE:          Thursday, March 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

Registration is open for our January seminar!

Management Issues
Seminar Date: Thursday, January 17, 2013
8:30 AM to 12:30 PM

4 CPE – All are Other Advisory Credits

1. Profitability for Tax Season and Beyond

Ira Rosenbloom – Optimum Strategies LLC Chief Operating Officer

2. Health Care Reform Update

Scott Crane – Tycor Benefit Administrators Director of Employees Benefits

3. Cloud Scalability

Ed Duguid – Duguid Consulting Founder

4. Alternative Energy Sources

Edward Rubinstein  –  Viridian Energy Associate

To register click on Register for the Current Seminar above.

DATE:          Thursday, January 17, 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 December seminar!

Accounting and Auditing
Seminar Date: December 20, 2012
8:30am to 12:30pm
4 CPE – All are Accounting and Auditing Credits

1.      Accounts Receivable Sourcing Solutions – 1 CPE Hour

Business Processing Solutions Presentation by Ray Stein
Raymond Stein  – BYL Companies Senior Vice President

2.      The Magic of Tax Season – 1 CPE Hour

The Magic of Tax Season Presentation
Ira Rosenbloom, CPA – Optimum Strategies, LLC Principal

3.      Accounting For Strategy – 2 CPE Hours

Strategic Accounting
Mark Nelson, CPA – GGN Group Partner

To register click on Register for the Current Seminar above.

DATE:          Thursday, December 20, 2012

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