Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

Want to save this page for later?


Press Release

GET MONEY SMART – a program to increase New Yorkers’ financial literacy - announces more events

Alonza Robertson
Published Date:
Oct 15, 2015

NEW YORK – (Oct. 15, 2015) –Get Money Smart,  a new financial literacy campaign from the New York State Society of Certified Public Accountants  (NYSSCPA), is offering an array of wealth, capital, property and cash activities  - including business conferences, financial planning and money brunches  - for the public through the month of October.

The Society, a 28,000 member non-profit association, aims to raise awareness about the dire need for more money-related education for children, young adults, students, working professionals, small business owners and seniors.  In addition to the upcoming events listed below, the Society has created a resource page with videos, radio spots, and downloadable financial literacy materials.

Upcoming highlights include:

  • October 16Business and Industry Conference, Downtown Manhattan – NYSSCPA Headquarters, 14 Wall Street, 19th Floor,8:25 a.m. – 4:15 p.m.
    • Open to all business, finance, and accounting professionals - this conference will provide updates and guidance on the latest industry challenges. Speakers will shed light on client exposure to sales and escheatment audits and provide ways to mitigate and address issues that may arise. Speakers will also share insight on how to create efficient analytics via Excel; gain better negotiation skills; and learn ways to strengthen cyber security when analyzing governance, risk, and controls in today’s tech-world.


  • October 19SCORE – Managing Employees Under Current Laws, Downtown Manhattan – NYSSCPA Headquarters, 14 Wall Street, 19th Floor, 1 p.m. – 4 p.m.
    • In support of small businesses, SCORE will provide expertise to small business owners about the different legal aspects to think about when it comes to managing employees. Eric Sarver, Esq., Attorney and Principal of The Law Offices of Eric M. Sarver, will talk about the legal pitfalls that one should avoid while growing their company. Joseph M. Saburn, partner at FisherBroyels, will inform small business owners on the relevant issues related to employee compensation and benefits. 


  • October 21Construction Contractors Conference, Downtown Manhattan – NYSSCPA Headquarters, 14 Wall Street, 19thFloor, 8:30 a.m. – 5 p.m.
    • New York’s leading thought leaders from the construction industry will speak about finance issues the construction industry is facing such as potential audit concerns, capital improvements and state filing and residency issues.


  • October 23: Financial Planning Day with the NYPL’s Science and Business Library, Midtown Manhattan, 188 Madison Ave, 10 a.m. – 5 p.m.
    • In recognition of Financial Planning Month, the Society will participate in SIBL’s free annual financial planning fair and share insight with attendees who have questions regarding financial planning, taxes and other money-related issues.


  • October 24Money Brunch with CPAs Financial Fitness Day, The Eagle Academy (Bronx), 4143 Third Ave, 10 a.m. – 2 p.m.
    • Join us at for this free event at The Eagle Academy for Young Men in the Bronx where Society members will help adults and children learn about financial planning, shedding light on topics such as investing, tax tips for individuals/small businesses, ways to make college affordable.


  • October 27Risk Management Conference, Downtown Manhattan - NYSSCPA Headquarters, 14 Wall Street, 19thFloor, 8:30 a.m. – 5 p.m.
    • Hear from risk management professionals from CAMICO Mutual Insurance Company as they share insight to CPAs and other professionals in public practice on how to understand and minimize malpractice and other operational risks in their firms.


  • October 28Closely Held and Flow Through Entities Conference, Downtown Manhattan - NYSSCPA Headquarters, 14 Wall Street, 19thFloor, 8:30 a.m.    – 5 p.m.
    • This conference will help public practitioners and accounting/finance professionals gain an understanding of the tax and regulatory issues facing Closely Held and Flow-Through Entities. Speakers from RSSM CPA, LLP, BDO USA, LLP, and other firms, will speak about recent tax changes that impact flow through entities, the impact of the Cadillac Tax, as well as a New York State Taxation update.


  • October 29Anti-Money Laundering Conference, Downtown Manhattan – NYSSCPA Headquarters, 14 Wall Street, 19th Floor, 8:30 a.m. – 5 p.m.
    • Who, what and where are the money-laundering challenges facing New York, as it relates to the Financial Industry Regulatory Authority’s (FINRA) AML (Anti-Money Laundering) compliance. Highlighted speakers include Marcy Foreman, former director of investigation at the U.S. Department of Homeland Security’s Immigration and Customs Enforcement;  Debra LaPrevotte, supervisory special agent, Washington Field Office of the FBI; and Sean O’ Malley, CPA, deputy chief investigator at the Federal Reserve Bank of New York.


  • October 31:Money Brunch Brooklyn
    • CPA members from the Society will host a free brunch event for children, adults, college students, seniors and others to share tips on managing debt, credit, and compounding interest; the 529 college plan; investing tips; and one-on-one consultations with CPAs.


The NYSSCPA, is the first state accounting organization in the U.S. and the third largest. The non-profit Society represents more than 28,000 CPA, accountants, financial planners, bankers, educators and students in public practice and private industry including government, education, health care, real estate, technology, small business, auditing and entertainment.

For more information, contact Alonza Robertson, or Maya Lindsay, or (212) 719-8350. To find out more about the Get Money Smart initiative, go to