upcoming events

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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

February 2019 Seminar

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: David LaRosa, Director CBIZ MHM LLC
Topic(s): Deferred Taxes

Presentation 2 9:30 AM
Speaker: Mark Mensack, AIFA, GFS, Chief Ethics Officer Prudent Champions
Topic(s): Ethics

Presentation 3 10:30 AM
Speaker: David Discenza, CBCP, President, Discenza Business Continuity Solutions
Topic(s): Cyber Security

Presentation 4 11:30 AM
Speaker: Edward Flanagan, CPA, MBA, Director Expense Reduction Analysts
Topic(s): Recovering Cash From Your Suppliers Vendor Base

more info

January 2019 Seminar

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike Menninger, CFP, Menninger & Associates
Topic(s): 2018 Tax Law Changes And Their Impact on Financial & Retirement Planning Strategies

Presentation 2 10:30 AM
Speaker: Tony Curatola, PhD, Drexel University
Topic(s): Individual Tax Update – 2018

more info

December 2018 Seminar

(Walk-ins Welcome)

CPE:           Ethics + Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: John McLaughlin, The Audit Exchange LLC
Topic(s): A Convergence of Enterprise Risk Management and Ethics Monitoring Programs

Presentation 2 10:30 AM
Speaker: Gregory Kepner and Kelton Collopy, Tycor Benefit Administrators, Inc.®
Topic(s): End of Year Tax Planning for Retirement Plans

Presentation 3 11:30 AM
Speaker: Joe Luscavage, Connect Your Care HSA Administration
Topic(s): Health Savings Accounts

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, December 20, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

November 2018 Seminar

(Walk-ins Welcome)

CPE:           A&A (4 hrs.)

Presentation 1 8:30 AM
Speaker: David Goss, CPA, CFE, CFF, CIA, North American Forensic Accounting LLC
Topic(s): Elder Fraud Forensics

Presentation 3 10:30 AM
Speaker: Allen Noll, CPA, The Payroll Factory
Topic(s): Payroll Accounting

Presentation 4 11:30 AM
Speaker: John McLaughlin, CPA, The Audit Exchange LLC
Topic(s): Vendor Risk Management

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, November 15, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

October 2018 Seminar

(Walk-ins Welcome)

This event is on Friday not Thursday

CPE:           IRS Tax (4 hrs.)

Speaker: Richard Furlong and Bill Mealy Internal Revenue Service

Presentation 1 8:30 AM
Topic(s): Tax Cuts and Jobs Act: Overview of Individual Provisions

Presentation 2 9:30 AM
Topic(s): Tax Cuts and Jobs Act: Overview of Business & Employer Provisions

Presentation 3 10:30 AM
Topic(s): Tax Cuts and Jobs Act: Qualified Business Income Deduction (IRC 199A)

Presentation 4 11:30 AM
Topic(s): IRS “Paycheck Checkup” Withholding Campaign

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Friday, October 26, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION:

more info

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

August 2018 Seminar

(Walk-ins Welcome)

CPE:           Ethics (2 hrs.) + Other (2 hrs.)

Presentation 1 8:30 AM
Speaker: Glenna Crooks, PhD., Member, Board of Directors, American Council on Transplantation
Topic(s): Productivity Ethics

Presentation 2 10:30 AM
Speaker: Lynne Williams, Chairperson, Around The Clock Executive Helper
Topic(s): Strategic Research-Based Approaches to LinkedIn