FAE Summer 2004 Speakers

Specialized Knowledge, Advisory Services, and Ethics
Get these experts’ insights on your needs and the issues of the day, from ethics to identity theft. Click here to view the complete brochure for these courses. Click here to view the course catalog.

Mel Crystal, CPA Mel Crystal, CPA, is a member of the AICPA, NJSCPA and NYSSCPA, and is a practicing CPA with an office in Freehold, NJ. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Ethics Update - 2004 Nassau/Suffolk Border July 14, 2004 Buffalo July 19, 2004 Albany July 20, 2004 Westchester July 27, 2004 Nassau August 3, 2004 Rochester August 12, 2004 New York City August 19, 2004 Syracuse August 25, 2004

Gary Deines Gary Deines is president of eCPA®, Inc, a web-systems training company for CPA firms. He is responsible for training services and software development. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: 2004 Finance Department Outsourcing for Profit Albany July 16, 2004 Syracuse July 26, 2004 Nassau/Suffolk Border August 2, 2004 New York City August 30, 2004

Jeffrey D. Green, CPA Jeffrey D. Green, CPA, is a consultant to CPA firms, governmental and not-for-profit agencies, as well as unions and employee benefit plans. He consults on various topics, including all facets of EDP internal controls, auditing, and preventing and detecting fraud. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Mastering the Not-For-Profit Environment Nassau/Suffolk Border July 14, 2004 New York City July 15, 2004 Buffalo August 23, 2004 Rochester August 24, 2004

Thomas Levanti, CFE Thomas Levanti, CFE, is a lieutenant in a large metropolitan police department. As the Commanding Officer of a Financial Investigations Unit, he is responsible for conducting highly sensitive and confidential fraud investigations. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: Identity Theft: What Is It, What To Do When It Strikes, and How to Prevent It Albany August 2, 2004 Syracuse August 3, 2004 Rochester August 5, 2004 Buffalo August 6, 2004 New York City August 11, 2004 Nassau August 12, 2004 Westchester August 13, 2004 Not For Profit Fraud, Issues of Concern for Current Practitioners Albany August 2, 2004 Syracuse August 3, 2004 Rochester August 5, 2004 Buffalo August 6, 2004 New York City August 11, 2004 Nassau August 12, 2004 Westchester August 13, 2004

Mark A. Plostock, CPA Mark A. Plostock, CPA, a sole practitioner from Syosset, New York. He has used his 30-plus years as a practitioner to teach other accountants not only the substance of new technologies for the firm, but also practical approaches to apply them. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's QuickBooks Hands-on Workshop Rochester August 2, 2004 Nassau/Suffolk Border August 9, 2004 New York City August 16, 2004 FAE's QuickBooks - The Next Level- Creating Meaningful Financial Reports Rochester August 3, 2004 Nassau/Suffolk Border August 10, 2004 New York City August 17, 2004 FAE's Going Paperless with Adobe Acrobat Albany July 12, 2004 Nassau/Suffolk Border July 19, 2004 New York City July 26, 2004 Syracuse August 26, 2004

Frank Sanitate Frank Sanitate is president of Frank Sanitate Associates, which he established in 1977. He was previously a manager at AICPA. He and his firm develop and present transformational workshops for professionals. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: Time Mastery for CPAs: How to Maximize Your Productivity and Satisfaction New York City July 21, 2004 Nassau/Suffolk Border July 22, 2004

Stephen P. Valenti, CPA, MBA Stephen P. Valenti, CPA, MBA, practices for his own account and is a Professor of Accounting, Taxation and Finance at New York University. Mr. Valenti has written numerous articles on taxation and been quoted in the media on many occasions. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Tax Ethics and Tax Practice in the 21st Century Buffalo July 21, 2004 Nassau July 23, 2004 Syracuse July 28, 2004 Albany August 3, 2004 Westchester August 12, 2004 Rochester August 18, 2004 New York City August 23, 2004 Nassau/Suffolk Border August 25, 2004 Top of Page


Taxation Courses
Alert yourself to the tax changes and developments from these experts to better serve your clients. Click here to view the complete brochure for these courses. Click here to view the course catalog.

Daniel M. Fordham, CPA Daniel M. Fordham, CPA, well versed in the New York State Empire Zone Tax Credit program with over 20 years of experience at regional and national CPA firms. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's New York State Empire Zones New York City July 12, 2004 Syracuse July 22, 2004 Buffalo July 23, 2004 Binghamton August 5. 2004 Rochester August 6, 2004 Nassau/Suffolk Border August 11, 2004 Mid-Hudson August 12, 2004 Albany August 27, 2004 Westchester August 31, 2004

Laurence Keiser, L.L.M. (Tax), CPA Laurence Keiser, L.L.M. (Tax), CPA, a nationally known author and lecturer on tax topics, has been a regular lecturer for the Annual Estate Planning Institute of the Practicing Law Institute. He practices in the areas of tax planning and litigation, and estate planning and administration. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: Estate Planning: Advanced FAE Master Class New York City July 16, 2004 Nassau/Suffolk Border July 30, 2004 Rochester August 3, 2004 Albany August 25, 2004

Paul Labiner, Esq. Paul Labiner, Esq., an author of several books and frequent speaker to CPAs and insurance professionals on tax, estate, and retirement planning issues. He is a member of the New York, New Jersey, Florida, Palm Beach, and American Bar Associations, as well as the American Society of Chartered Life Underwriters/Chartered Financial Consultants, and the National Association of Life Underwriters. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's CPAs Guide to Estate, Business, Financial Planning, and Asset Protection Techniques for High Income Individuals and Professionals Rochester August 23, 2004 Nassau/Suffolk Border August 24, 2004

Mark A. Plostock, CPA Mark A. Plostock, CPA, a sole practitioner from Syosset, New York. He has used his 30-plus years as a practitioner to teach other accountants not only the substance of new technologies for the firm, but also practical approaches to apply them. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's New York State Sales Tax Workshop Albany July 13, 2004 Nassau/Suffolk Border July 23, 2004 New York CIty July 29, 2004 Syracuse August 27, 2004 FAE's New York State Taxation Workshop Update Rochester July 8, 2004 Nassau/Suffolk Border July 21, 2004 New York CIty July 30, 2004 Westchester August 20, 2004

Stephen P. Valenti, CPA, MBA Stephen P. Valenti, CPA, MBA, practices for his own account and is a Professor of Accounting, Taxation and Finance at New York University. Mr. Valenti has written numerous articles on taxation and been quoted in the media on many occasions. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Individual Taxation: Mid-Year Review and Update for Experienced Practitioners (Both Federal and State) - The Premier Update! Buffalo July 20, 2004 Syracuse July 27, 2004 Suffolk July 30, 2004 Albany August 4, 2004 Mid-Hudson August 5, 2004 Westchester August 11, 2004 Rochester August 17, 2004 Nassau/Suffolk Border August 30, 2004 New York City August 31, 2004 FAE's Solid Family Tax Planning- A Key Market for Your Tax Practice New York City August 9, 2004 Rochester August 19, 2004 Nassau/Suffolk Border August 26, 2004 FAE's Tax Ethics and Tax Practice in the 21st Century Buffalo July 21, 2004 Nassau July 23, 2004 Syracuse July 28, 2004 Albany August 3, 2004 Westchester August 12, 2004 Rochester August 18, 2004 New York City August 23, 2004 Nassau/Suffolk Border August 25, 2004 Top of Page


Accounting and Auditing Courses
Expert offerings -- everything from Sarbanes-Oxley to Controllers’ Workshop. Click here to view the complete brochure for these courses. Click here to view the course catalog.

John P. Barden, CPA, CFE John P. Barden, CPA, CFE, is a Certified Fraud Examiner and Certified Public Accountant in New York State with over 20 years of public and corporate accounting experience. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Controllers Workshop Albany July 7, 2004 Rochester August 20, 2004 Westchester August 24, 2004 New York City August 27, 2004 Nassau/Suffolk Border August 31, 2004

Mel Crystal, CPA Mel Crystal, CPA, is a qualified team captain conducting Peer Reviews under the AICPA Monitoring Program and had served for seven terms on the Peer Review Committee of the NYSSCPA. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Compilation and Review Update - 2004 Nassau/Suffolk Border July 14, 2004 Buffalo July 19, 2004 Albany July 20, 2004 Westchester July 27, 2004 Nassau August 3, 2004 Rochester August 12, 2004 New York City August 19, 2004 Syracuse August 25, 2004

Mark Gorman, CPA Mark Gorman, CPA, is an author, lecturer, and consultant with 25 years of experience as an auditor and financial manager. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Business Writing for Accountants Nassau/Suffolk Border July 6, 2004 New York City July 7, 2004 Mid-Hudson July 12, 2004 Westchester July 13, 2004

Moshe S. Levitin, CPA Moshe S. Levitin, CPA, a Principal of Lazar Levine & Felix LLP, is a Director of the firm’s SEC Practice Group and its litigation support services department. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: The Sarbanes-Oxley Act: The CPA's Guide to Implementing Its Requirements New York City August 11, 2004 Syracuse August 12, 2004 Albany August 16, 2004 Nassau/Suffolk Border August 19, 2004 Buffalo August 24, 2004 Westchester August 27, 2004

Mark A. Plostock, CPA Mark A. Plostock, CPA, a sole practitioner from Syosset, New York. He has used his 30-plus years as a practitioner to teach other accountants not only the substance of new technologies for the firm, but also practical approaches to apply them. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's QuickBooks Hands-on Workshop Rochester August 2, 2004 Nassau/Suffolk Border August 9, 2004 New York City August 16, 2004 FAE's QuickBooks- The Next Level- Creating Meaningful Financial Reports Rochester August 3, 2004 Nassau/Suffolk Border August 10, 2004 New York City August 17, 2004

Raymond. L. Poole, CPA Raymond. L. Poole, CPA, is a practitioner and an instructional design specialist with over 25 years’ experience in public accounting. Since establishing his consulting practice in 1983, he has been a consultant to numerous small and medium-sized accounting firms in the tri-state area. Click here for a printed registration form (Adobe Acrobat required) or register online for the following courses: FAE's Accounting Update - 2004 Nassau July 8, 2004 Rochester July 14, 2004 Westchester July 20, 2004 Albany July 29, 2004 Nassau/Suffolk Border August 5, 2004 Buffalo August 11, 2004 Syracuse August 18, 2004 New York City August 26, 2004 FAE's Auditing Update - 2004 Nassau July 8, 2004 Rochester July 14, 2004 Westchester July 20, 2004 Albany July 29, 2004 Nassau/Suffolk Border August 6, 2004 Buffalo August 11, 2004 Syracuse August 18, 2004 New York City August 26, 2004 FAE's Analytical Procedures - Using Them Effectively to Improve Efficiency New York City June 30, 2004 FAE's Compilation and Review: In-Depth Analysis Using Case Studies Nassau July 9, 2004 Rochester July 16, 2004 Westchester July 21, 2004 Albany July 27, 2004 Buffalo August 12, 2004 Syracuse August 19, 2004 New York City August 27, 2004 FAE's Financial Statement Disclosures for Small to Medium-Sized Businesses New York City June 29, 2004 Rochester July 15, 2004 Nassau/Suffolk Border August 4, 2004 FAE's Planning the Small Business Audit New York City August 30, 2004 FAE's Internal Controls for Practitioners and Controllers Nassau July 8, 2004 Rochester July 14, 2004 Westchester July 20, 2004 Albany July 29, 2004 Nassau/Suffolk Border August 6, 2004 Buffalo August 11, 2004 Syracuse August 18, 2004 New York City August 26, 2004 FAE's Designing Effective Tests of Internal Controls New York City August 31, 2004 Top of Page