Conference Schedule

7:45 am: Registration and Continental Breakfast

8:20 am: Welcome and Announcements

8:30 am: “Review of Current FASB Initiatives” (2 AA)

This presentation will consist of a review of the following FASB initiatives:

• FASB’s Technical Agenda
• FASB’s Simplification Initiative
• FASB’s Disclosure Framework Project

Presenter: John Fleming CPA, MBA, Discussion Leader and Consultant, Loscalzo Institute, a Kaplan Company

10:10 am: Refreshment Break

10:30 am: “Fraudulent Accounting Practices – Specifically Improper Revenue Recognition ” (2 AA)

This presentation will discuss fraudulent financial reporting practices with an emphasis on improper revenue recognition:

• • Financial Reporting Problems
  • Introduction to Fraud Theory
  • Improper Revenue Recognition Practices
  • Topic 606, Revenue from Contracts with Customers, Challenges

Presenter: John Fleming CPA, MBA, Discussion Leader and Consultant, Loscalzo Institute, a Kaplan Company

12:10 pm: Lunch and Keynote Address

“How much longer can this record-setting expansion go? ” (1 EC)

With all the issues swirling around the economy, is a recession really coming by the end of this year or sometime next year?  Or, is the strong labor market and rising wages enough to keep the longest expansion on record going and going and going?  The tea leaves are muddled, but there are some underlying trends that will determine how strong growth will be, both nationally and regionally.  The future of both the national and regional economies will be discussed during the talk.

Presenter: Dr. Joel Naroff, President of Naroff Economic Advisors LLC

1:20 pm: “The Auditor of the Future” (1 AA)

The audit of the future is building on a strong foundation of trust and confidence that the capital markets place on today’s audits. It’s an opportunity to see further and deeper into business operations. Commitment to transforming the audit using innovative solutions is continuously evolving the way audit services are executed. By harnessing these capabilities, there is an elevation in audit quality while providing objective insights to clients.

Presenters: Stephen Overpeck, Audit and Assurance Senior Manager, Deloitte & Touche, and Frank White, Audit and Assurance Senior Manager, Deloitte & Touche

2:10 pm: “Digital Forensics Investigations: Encryption, Bitcoin and Other Emerging Technologies, part 1” (1 AA)

In this presentation, you will learn about digital forensics and how it is used in investigations. Using real world examples, the basics of the digital forensics investigative process will be covered as well as an explanation of some of the tools of the trade. We’ll discuss how encryption works to secure data and is used as the foundation for Bitcoin. The presentation will cover how these emerging technologies, as well as others such as block chain systems, internet of things (IoT), and evidence rich social media networks, are quickly changing investigations.

Presenters: Kyle Anne Midkiff CPA, CFE, CFF, Partner, Marcum LLP and Kevin Baker, Director, Marcum LLP

3:00 pm: Refreshment Break

3:20 pm: “Digital Forensics Investigations: Encryption, Bitcoin and Other Emerging Technologies, part 2” (1 AA)

See above

Presenters: Kyle Anne Midkiff CPA, CFE, CFF, Partner, Marcum LLP and Kevin Baker, Director, Marcum LLP

7:45 am: Continental Breakfast

8:20 am: Welcome and Announcements

8:30 am: “Sales Strategies for Financial Services Professionals ” (1 MT)

Professional service providers have the unique challenge of articulating complex concepts and quantifying their impact to existing and potential clients.  They also have an obligation to do so with integrity. In this presentation, we will discuss strategies for accounting and financial services to cultivate sincere relationships, bring value to their clients, and experience sustainable organic growth.

Presenter:  Douglas Coleman, Executive Vice President, Borden Perlman Insurance

9:20 am: “The New Schedule A” (1 TX)

We will examine how the new schedule A impacts people (especially married) and how preparers SHOULD advise their clients upon impending impact. Additionally, we will talk about the remnants of the old Schedule A still being applicable on state and local returns. Lastly, we will talk about way to minimize the SALT tax 10k ceiling.

Presenter: Joseph Honer, CPA, CFE, J.D., Private Practice CPA and Part Time Lecturer, Rutgers School of Business-Camden

10:10 am: Refreshment Break

10:30 am: “LLC versus S-Corp – real life decisions” (1 TX)  

We will talk about the illegality (perhaps) of an S Corp depending on your profession and residency. Besides the common benefits and downsides we will talk about how a business advisor must explain the issues that can/will arise if an S-Corp is formed. We also will stress the most common error of LLCs (i.e. making oneself an employee).

Presenter: Joseph Honer, CPA, CFE, J.D., Private Practice CPA and Part-Time Lecturer, Rutgers School of Business-Camden

11:20 am: “The Usefulness of Academic Accounting Research in Practice – Earnings Announcements” (1 OT)

This presentation will discuss academic research in accounting, with a particular focus on the relation between stock prices and earnings information. It will summarize some classis research in the accounting literature, and discuss the following paper, by Ivo Jansen and Andrei Nikiforov—both of Rutgers University—in greater detail: “Fear and Greed: a Returns-Based Trading Strategy around Earnings Announcements.”

Presenter: Ivo Jansen, Ph.D., Associate Professor of Accounting, Director of the Ragone Center for Excellence in Accounting, Rutgers School of Business-Camden

 

 

Speaker Bio’s