CPE SCHEDULE

CPE Schedule
Wednesday & Thursday, May 14 & 15, 2008

- To view Day One , click here.
Day Two: Thursday, May 15
8:00 a.m.–9:40 a.m.
Keynote Address: Taxation of Doing Business in New York (2 CPE hours: Taxation)

Discussion will include a review of nexus, various cases, forms, and recent developments. This session will be followed by an update of related employment tax issues, income tax withholding, state unemployment tax disability insurance, and workman’s compensation. Federal payroll tax issues will also be discussed.

Roger S. Blane, CPA, Hutton & Solomon LLP
Barry H. Horowitz, CPA, Eisner & Lubin LLP
Adam Lambert, CPA, Grant Thornton LLP
10:00 a.m.–11:40 a.m.
Nonprofit Organizations: A&A Update (2 CPE hours: 1 hour Accounting and 1 hour Auditing)

In the constantly changing world of auditing and accounting, keeping up to date is essential. This important and timely session describes auditing standards and accounting principles, both new and proposed, that will impact not-for-profit organizations and their auditors.

Allan M. Blum, CPA, Loeb & Troper

10:00 a.m.–11:40 a.m.
Using Recognition to Drive Employee Retention and Productivity (2 CPE hours: Specialized Knowledge and Applications)

In today’s world of rising employee turnover, learn how you can create practical employee-recognition programs that reinforce your company’s culture while developing and retaining a key resource, your people. Everyone likes praise and recognition, but businesses are often focused on analyzing mistakes and not on successes. Studies show that employees who enjoy company recognition are more engaged in that business, and this drives profitability. This presentation will explore the history and theory behind recognition in the workplace and then run through the practical applications of programs being used by large and small companies today. There will be tips on how to develop a program and the pitfalls to avoid if you are to be successful. If you want to find ways to get your employees more engaged, attend this session.

Mark Ellis, CPA, ACA, CFO, Michael C. Fina

10:00 a.m.–11:40 a.m.
A Detailed Look at Excel and Access (2 CPE hours: Specialized Knowledge and Applications)

A combination of their best applications, tips, and time-saving methods, coupled with how accountants can use Excel and Access together to help their clients’ businesses run more efficiently.

Allen Goldberg, National Coordinator/Trainer & Microsoft Small Business Specialist

12:00 p.m.–1:20 p.m.
Luncheon

1:30 p.m.–3:10 p.m.
Tax Returns: What Does It Mean Going Forward? (2 CPE hours: Specialized Knowledge and Applications)

Automation – Reviewing – Multiple Monitors – Workflow – Compliance – Integration
This session will explore “best practices” in today’s tax compliance and tax preparation environment. What has changed from the past, and how accounting firms are providing new services to their clients to generate additional revenues will be discussed. You will also learn how to increase efficiencies and streamline workflow by leveraging product that will help you work smarter, not harder.

A. David Bergstein, CPA, CITP, CCH, a Wolters Kluwer business

1:30 p.m.–3:10 p.m.
General Risk Management: Protecting Your Practice (2 CPE hours: Specialized Knowledge and Applications)

This informative presentation will feature basic management topics, with a claims update and an interactive session with a case study/short video. It is designed to raise your level of awareness of some of the challenges facing the accounting profession.

John F. Raspante, CPA, Camico

1:30 p.m.–3:10 p.m.
Ethics: Part II (2 CPE hours: Ethics)

This 2-hour session covers the legal and regulatory environment in New York State and, taken with Part 1 on Wednesday, May 14, satisfies the triennial requirement for Ethics for those practicing in New York State.

Barbara S. Dwyer, CPA

For Day One, click here.