Past Events

Date: 9/18/2014

CPE: 2.0

Area of Concentration: IT

Topic: IT Security - Tips to Slay the Dragons

Presented By: Michael Stenger, Atlantic IT

Presentation Summary:


Participants will learn:

  • What IT Security encompasses and how a lack of IT Security can cause problems for your home or business
  • an overview of the different areas of IT Security and what minimal safeguards should be in place
  • how the clever bad guys are using our lack of IT Security knowledge to steal from us
  • best practices we can use to prevent the theft of important data (passwords, data protection, encryption)
  • IT Security vs. Productivity – how much IT Security is too much?
  • IT Security in the news - cyber warfare, Edward Snowden, Target
  • How proper IT Security controls and best practices could have prevented these events from happening.

Three Learning Objectives

  • What broad areas of IT Security we need to address to protect ourselves
  • Making sure your data is safe – choosing good passwords, encrypting data and PCI Compliance
  • Practical methods for ensuring your data is safe at work, home and on the road

Date: 10/16/2014 CPE: 2.0 Area of Concentration: Finance Topic: The Growth of Solar Energy in NJ: Market Incentives and Solar Financing Presented By: Paula Durand, PSE&G                          Ron Reisman, NJ Clean Energy Program

Presentation Summary:

Part 1: New Jersey’s Clean Energy Program (NJCEP) and the Growth of Solar in New Jersey

Presenter: Ron Reisman, Renewable Energy Program Manager, NJCEP

New Jersey’s ranking as the state with the third-highest amount of solar energy capacity isn’t because we get more sun than anyone else – it’s because of laws, policies and programs that have encouraged the development of solar energy and recognized its importance to the energy, economic and environmental well-being of our state. In this presentation, we’ll discuss how New Jersey was able to attain its national leadership position in solar energy and how the state transitioned from an unsustainable rebate program to a market-based, production-based incentive featuring Solar Renewable Energy Certificates (SRECs). The three primary learning objectives of this session are:


Analyzing the state policies and incentives that resulted in New Jersey becoming a national leader in solar energy development.

  1. Understanding how SRECs and net metering, coupled with the federal investment tax credit and sharply reduced costs for solar equipment, make solar an excellent value for businesses in New Jersey.
  2. Showing how the increasing popularity of leases and Power Purchase Agreements (PPAs) has opened up new markets for solar energy.

Part 2: PSE&G’s Solar Loan Program and Solar Financing

Presenter: Paula Durand, Solar Loan Credit Manager, PSE&G

PSE&G – New Jersey’s largest electric and gas distribution company – has been a leader in advancing solar energy in the state. Whether it’s the ubiquitous pole-mounted solar panels throughout its service area, the installation of large-scale solar projects at company-owned facilities or the financing assistance it offers to customers looking to install solar systems, PSE&G has been in the forefront of solar development. In this part of the presentation, you’ll learn how PSE&G's Solar Loan III Program finances solar systems and how it contrasts to other solar financing options. The three primary learning objectives of this session are:

  1. What are the tax and non-tax benefits of financing with solar energy?
  2. What are the pros and cons of various solar system financing options for homeowners and commercial businesses?
  3. What is the Solar Loan III program and how does it provide SREC price certainty to finance solar systems?

Date: 11/20/2014

CPE: 2.0

Area of Concentration: Tax

Topic: Presented By:
Presentation Summary:

This session will focus on recent changes in the tax arena in New Jersey and New York and how they can impact your business.


Topics will include a New Jersey and New York State Tax Update

New Jersey:

  • Legislative Changes
  • New Jersey Fall Initiative “Limited Amnesty”
  • Case Developments

` New York State Tax Reform:

  • Combined Reporting Changes
  • Economic Nexus
  • Tax Bases
  • Apportionment
  • New Operating Losses

Other Changes

Date: 12/18/2014 CPE: 1.0 Area of Concentration: Risk Management Topic: Privacy - What Keeps Financial Leaders Up at Night

Presented By: Lilibeth Hanlon,CMA, CPA, CSIA - Bridge Strategies, LLC

Presentation Summary:

  • Improve your understanding of privacy risks and threats to your employees, customers and strategic partners
  • Identify privacy-related laws, regulation and rules that impact your business.
  • Review privacy frameworks, privacy impact assessments and privacy risk management solutions adopted in the USA & internationally .
  • Learn best practices to protect and secure your data, company’s bottom line and reputation.
  • Transform your privacy practices and programs from oversight and compliance into value and measurable outcomes !

Date: 01/07/2015 (Joint Meeting with APICS Cnetral Jersey Chapter) Reserve Your Seat Now

Location: Hotel Somerset - 110 Davidson Ave, Somerset, NJ (click HERE for directions)

CPE: 2.0 - Note: You must attend BOTH sessions to earn 2.0 CPE.

Topic: Corporate Leaks:

How to Create & Maintain a "Lean" Work Environment

CPE: 1.0

Presented By: Robert Russo, CPIM, Associate Director of Logistics

Time: 7:15PM - 8:15PM

Presentation Summary:

During this one hour “hands-on demonstration” we will explain how to evaluate your staffing requirements using a very simple Excel tool. You will also be asked to participate in the activities that will help reinforce the learning experience. The goal is for you to be able to develop your own staffing tool by modifying the sample provided. This tool is used by some of the largest companies to justify staffing.

You will learn:
1) How to evaluate your staffing requirements
2) How to understand what you are observing
3) Who should participate in the process
1) A staffing tool to use in your business
2) An effective way to view your business processes
3) The ability to identify what is Value added vs. non Value added.
Who should attend?
1) Every manager and above, including executive management
2) Anyone that would like to improve a business process
3) All those responsible for employees

Pre-Dinner Forum

Topic: A Job Search Discussion

CPE: 1.0

Presented By: Gary Pezzuti, Placement Professional, Summit Group Consultants

Time: 4:45PM - 5:15PM

Marketing Techniques

  • Resume Formats
  • 30 Second Elevator Speech
  • Another 80 / 20 Rule
  • Asking Questions
  • Answering Questions
  • The 70+, 5 and <30 Equation
  • How To Handle The $$$ Thing
  • After The Interview

Date: 02/19/2015

CPE: 2.0

Area of Concentration:

Topic: Corporate Leaks: How to identify the Causes and Stop Wasting Resources

Presented By: Mike LaForge & Adam Lipkin, Sobel & Co., LLC

Presentation Summary:

Over the past several years, enterprises have made significant cuts in what they spend resources on but the cost of

doing business continues to rise.

Why is that?

Are enterprises cutting heads and expecting what is left can still function? Are people working inside in 60 degree

temperature to save energy cost?

Are they saving technology costs without looking at the additional labor costs that might be incurred?

We will discuss the philosophical issues surrounding the ability to contain costs and save money as well as provide some

ideas as to how to identify leaks, improve processes, create leverage and remove costs.

Date: 3/19/2015 Reserve Your Seat Now

CPE: 2.0

Area of Concentration: Risk Management

Topic: Knock! Knock! Knock! It's the DOL to Audit your 401(k) Plan. Are You Ready For it? Presented By: Brian Gregov, AEPG Wealth Strategies

Presentation Summary:

As a result of fee disclosure, benchmarking regulations, the increased importance of having good plan governance, and the continued focus in DOL audits, it is urgent that sponsors and fiduciaries ensure they are receiving the proper education and guidance in setting up and operating the plan and concurrently are ensuring their participants are getting the most effective education too. This session will discuss leading edge concepts surrounding:

  • Effective trustee/fiduciary education
  • Techniques for reviewing fee and plan demographic data for optimal benchmarking analysis
  • Ideal plan governance approaches to help protect everyone in case of an audit
  • Forward thinking concepts for effective investment management and retirement account growth
  • Additionally, taking participant education to the next level is now a must. Various enhanced participant education techniques will be discussed such as:
    • Creating an effective EPS (Education Policy Statement)
    • How to use plan demographics to create specific customized education
    • One-on-one sessions with a CFP for participant enhanced planning advice
    • The need to generate education sessions based on age, employee type, saving and investment habits
    • Gamify 401k education
    • Advisor on DemandTM support


  • Understand the need for proper fiduciary education and how it can provide important protection
  • The importance of benchmarking and how this information can be beneficial in so many ways
  • Learn creative and forward thinking strategies to enhance participant education


Date: 4/23/2015

CPE: 2.0

Area of Concentration: Topic: The External Wall Street Perspective from a Publicly Traded Company

Presented By: Sue Hohenleitner, CMA, CPA - VP Finance, CFO, Johnson & Johnson Health Care Systems Inc./Customer & Logistics Services Presentation Summary:

Sue Hohenleitner has been with Johnson& Johnson (“J&J”) for 18 years, and is currently the Vice President of Finance for the Customer Services & Logistics division. Prior to this role, Sue spent 15 months in a developmental rotation in the Investor Relations Department at J&J, where she interacted daily with sell side and buy side analysts, discussing such topics as the latest news of J&J, financial results and strategies of the company. She also had to ensure that the executive management at J&J had a realistic view of the analyst perspectives as well, and to communicate that in a transparent and valuable manner. During this discussion, Sue will discuss the overall strategies of J&J (in a manner they are presented externally), and then a synopsis of the external analyst views, and how she managed these on a day to day basis. She strives to make this an interactive “day in the life” discussion and will leave time for Q&A or open discussions on the investor strategies, accounting processes and communication approaches she utilized in this role.

Learning Objectives:

  • Background on J&J
  • Investors that makeup a Fortune 50 Company (J&J as example)
  • Investment view and how analysts ascertain buy/sell ratings (examples)
  • Analyst reactions to earnings releases– J&J as example
  • Get a day in the life view of the Investor Relations Department

Date: 06/18/2015 CPE: 1.0 Topic: Company Transformation: Create Your Own Narrative

Presented By: Andy Goldstein, CFO, NJ Devils & Philadelphia 76ers

Presentation Summary:

In August 2013, Prudential Center and the NJ Devils committed a long-term business transformation when they were purchased by a new ownership group. In addition to operational and financial restructuring, the company embarked on a cultural revolution with a strong focus on results.

In this session, Andy will take you through the recent restructure of the Prudential Center along with the cultural initiatives that are in practice at both the Prudential Center and at the Philadelphia 76ers. You’ll learn how a complete restructure cycle includes culture, an innovative approach to clients and having a laser focus on results. Packaged together, these initiatives should lead your company to creating a new narrative and controlling its own message, both internally and externally.

Learning initiatives:

  • Understand the importance of culture during a restructure process
  • Gather ideas for motivating employees in multiple types of business environments
  • Results and metrics matter
  • Understand how to control your narrative

Date: 9/17/2015 Time: 6:30PM

CPE: 2.0 Topic: Continuous Auditing & Monitoring (Auditing)

Presented By: Miklos Vasarhelyi, Rutgers Accounting Research Center

Presentation Summary:

The new continuous workshop panel will examine the evolution and change of continuous audit theory in light of changes in technology and in the business processes. It reflects the evolution of business processes, and the ability to perform continuous monitoring and assurance functions. It is the discussion on the volume published the last week in August 2015 by the AICPA entitled "Audit Analytics and Continuous Audit" chapter 1. It will focus more in continuous monitoring and the new data environment.

Learning objectives:

  • To understand continuous auditing
  • To understand the role of audit analytics in modern audit
  • To have a vision of the future of the field


Date: 10/15/2015 Time: 6:30PM


CPE: 2.0 Topic: Your Budget is Broken . . . Now What? (Budgeting)

Presented By: John O'Rourke, Host Analytics

Presentation Summary:

Your Budget Is Broken……. Now What?

Too many organizations still rely on a budgeting process that was largely defined in the 1920s. Despite dramatic increases in the pace and nature of modern business, many companies cling to an outdated, budget-centric planning process that’s often out of date as soon as it’s finalized, incents the wrong behaviors, and limits finance and accounting’s ability to make real-time adjustments to help companies achieve breakthrough results rather than just managing to budget targets.

In this session, you will learn:

  • The pitfalls and drawbacks of the traditional budgeting process
  • Best practices and alternatives to help companies retain control while getting more agile
  • How organizations like yours are leaving traditional budgets behind and succeeding in the real world with new planning techniques


Date: 11/19/2015 Time: 7:30AM (Note: Breakfast Meeting)


CPE: 2.0 Topic: Tax Alert Updates - Federal, State & Local (Taxes)

Presented By: Daniel Gibson CPA, EA and Bill Gentilesco, CPA - EisnerAmper

Presentation Summary:

This 2CPE session highlights recent federal and state & local tax changes and issues that taxpayers should be aware of. We welcome you to this event to hear this topical update from Dan Gibson and Bill Gentilesco of EisnerAmper.

Session 1: Federal Tax Update: Dealing with Federal Tax Compliance Issues (Dan Gibson, EisnerAmper, 1CPE)

This session will cover various topics of interest within the tax compliance area that covers the introduction of new Affordable Care Act reporting requirements, changes in the due dates of business returns and the ever evolving issues dealing with the IRS’ Collection Division.

  • ACA Reporting
  • Tax Return Due Dates
  • IRS Collection Division

Dan Gibson is a Partner at EisnerAmper with nearly 32 years of experience in public accounting, the last 27 of those years with the firm. Dan works extensively with individuals and small to medium-sized businesses in a wide range of industries providing accounting, tax and consulting services. His expertise also includes compliance and planning for individuals, corporations and partnerships.

Prior to his public accounting career, Dan served four years as a Lieutenant in the United States Marine Corps. He is a member of the American Institute of Certified Public Accountants (AICPA), National Association of Enrolled Agents (NAEA) and New Jersey Society of Certified Public Accountants (NJSCPA). Dan is a graduate of the University of Scranton, attended graduate studies at Bernard Baruch College and earned an M.S.Taxation at Golden Gate University.

Session 2: State and Local Tax Update ( Bill Gentilesco, EisnerAmper, 1CPE)

This session will cover tax law changes and reforms in the tri-state region and how it impacts the personal and corporate taxpayer.

2015 Connecticut Tax Reform:

  • Mandatory Combined Reporting
  • NOL and Tax Credit Limitations
  • Surtax
  • Personal Income Tax Rate Increase for High Income Taxpayers

2015 New York City Tax Reform:

  • Outline of New York State/ New York City Conformity
  • New York City specific law changes
  • Lower Tax Rates for Certain Taxpayers


  • Pass-Through Entity Enforcement Initiative
  • Filing Tips for Corporate Taxpayers

New Jersey

  • Case Developments

Date: 12/17/2015  Time: 6:30PM

CPE: 1.0 Topic: The Rise of Craft Beer in NJ

Presented By: Mike Miles, NJ Beer Company

Presentation Summary:

New Jersey has seen an upswing in “home town” breweries over the last fifteen years.  Craft beers have become quite popular over the last few years with people embracing the “buy local” cry.   Right now in New Jersey, more beer is being brewed locally than since before Prohibition.  Specialty brews are not showing signs that they are a fad.  The NJ legislature has been sensitive to the craft beer industry the last few years by passing a reform bill to ease restrictions. 

Learning Objectives:

  • Difference between brewpub and brewery
  • Sales strategies for the craft beer market
  • How the reform legislation changed the industry

Date: 1/06/2016 Time: 6:30PM Joint Meeting with Central NJ APICS - Hotel Somerset

Note: Location is Hotel Somerset, 110 Davidson Ave, Somerset, NJ 08873   Directions

CPE: 2.0 Topic: Risk Management within the Supply Chain (Risk Management)

Presented By: Gary S. Lynch, Executive of Excellence, Lead for Strategic Initiatives in the Center for Market Advantage at Rutgers University

Presentation Summary:

Logistics, sourcing and production leaders recognize the risk and rewards of resilience in their supply chains.   Market volatility, black swans, corruption, unfair trade practices, environmental issues and a relentless stream of geopolitical, natural hazard and man-made events challenge today’s supply leaders.  Having a resilient supply chain has proven to be a critical business enabler, often the difference between market success and business failure. 

As resiliency has become main stream, so to have investment options. However, a lack of guidance and inadequate information on how to quantify resilience can make it difficult for leaders to take a logical, data-driven approach when making supply chain resilience investment decisions. Recent work to address these issues is promising, but far from conclusive.

What you will learn:

  • Who is asking and why measure supply chain resiliency?
  • The benefits of measuring resiliency.
  • Techniques/processes are used to measure resiliency.
  • Technology, decision support tools and platforms are available.


Who should attend:

  • Supply Chain and Finance Leaders
  • Sourcing, Logistics and Operations Professionals
  • Risk and Compliance Professionals.

Date: 02/18/2016 Time: 6:30PM

CPE: 2.0 Topic: Forensic Accounting Issues (Accounting)

Presented By: Kevin O'Connor & Michael Briganti, Ernst & Young - MetroPark

Presentation Summary:

Fraud risk considerations for 2016

The 2015 fraud risk management landscape was dominated by a dramatic rise in cyber security risk across all industries. Bribery and corruption, too, continued to be significant challenges for companies and their Boards, especially in highly-regulated industries such as life sciences and financial services, which have seen unrelenting enforcement activity, actions and fines in recent years.  This trend is expected to continue into 2016.  Fraud, undoubtedly, will remain a persistent and significant problem faced by all companies and organizations.  EY's recent Global Fraud survey of over 2,700 executives across 59 countries has highlighted more than 1 in 10 of those surveyed reported having experienced a significant fraud in the past two years.  Dealing with complex issues of fraud can detract significantly from a company's efforts to succeed. As a result, better management of fraud risk - including prevention, detection and investigation - is a critical business priority, regardless of industry sector.  We will focus on key fraud risk considerations for 2016, and include a brief discussion of proven solutions and new approaches to mitigate these risks while balancing your company's demands for global growth.


Trends in anti-bribery and corruption compliance

As the regulatory landscape continue to evolve, understanding customers and others with whom you conduct business has become more than just good business practice - it is increasingly smart compliance. Multinational organizations are rapidly adjusting to enforcement standards that hold companies responsible for the actions of their customers and business partners. Responding to these emerging standards in a standardized and efficient way presents a large operational challenge. Management is often challenged by widely varying information availability across markets, and fragmentation of their own internal systems. In this session, we will focus on enhanced due diligence as it relates to enterprise threats such as anti-money laundering, bribery and kickbacks.

Date: 3/17/2006 Time 7:30AM

CPE: 2.0 Topic: SmartPhone Technology and the Risk in Business (I.T.)

Presented By: Pat Collins, Norris, McLaughlin & Marcus, PA

Presentation Summary:

 What are some of the risks associated with Smart Phones in the workplace?

  1. Employee personnel privacy concerns
    • Constitutional and statutory concern
    • Employee loses devices or employment terminates
    • Remote swipe of data
  2. Security risks
    • Confidential information/trade secrets
    • Company needs to implement steps to enhance security
    • Software protections
  3. Electronic Discovery
    • Managing document retention for multiple devices
    • Potentially higher costs
  4. Wage and Hour Issues
    • Off the clock work
    • Lunch/rest breaks
  1. Harassment/Hostile Work Environment Claims.

Date: 4/21/2016 Time: 6:30PM

CPE: 2.0 Topic: Social Compliance

Presented By: Randal Rankin, Vice President, CSR Services, Americas,  Bureau Veritas Consumer Products Services

Presentation Summary:

With the globalization of business and the movement toward focusing on a company’s core competencies – there has been large scale migration toward contract manufacturing in developing world economies.  Leveraging the supply chain to provides opportunities to create competitive advantage - but also presents a range of risks.  One such risk relates to the potential negative impacts of association with unlawful, unsafe, inhumane conditions in supply chain facilities.


In this session, you will learn:


  • The challenges of understanding and managing supply chain social compliance risks
  • Current best practices in managing supply chain social compliance risks
  • Emerging trends in the field of supply chain reputational risk management

Date: 5/19/2016 Time: 7:30 AM CPE: 2.0 Topic: The Business of Owning a Premier Sports Training Facility Presented By: Ken Thomore, Owner of TNT Sports Training &TNT Sports Baseball

Presentation Summary:

  • What are the financial and marketing aspects of owning and starting up a premier sports training facility?
  • The dynamics and challenges of training and interacting with younger athletes and their families
  • What are the challenges of designing training workout programs for athletes in all types of sports?
  • How does TNT Training differentiate itself from other competitors in New Jersey?
  • Game day stories of clients

Date: 9/15/2016 Time: 6:30 PM

CPE: 2.0

Area of Concentration: Financial Planning

Topic: Financial Planning & Analysis

Presented By: Mario Pompeo,CPA, CGMA, Partner, Cohn Reznick

Presentation Summary:

Date: 10/01/2016 Time: 9:00 AM (SPECIAL DAY and Time)

CPE: 3.0

Area of Concentration: Financial Planning

Topic: Intermediate Excel Workshop - For those with little to no knowledge or Excel, as well as, those with limited knowledge of  Excel.

Presented By: Raritan Valley IMA Chapter

Presentation Summary:

Seating is Limited, Registration is Non-refundable, however it is transferable

Date: 10/19/2016 Time: 6:30 PM (SPECIAL DAY)

CPE: 2.0

Area of Concentration: Decision Analysis

Topic:Business Intelligence & Data Analytics - An Emerging Element in Marketing

Presented By: Grace Hwang, Executive Director - Business Intelligence, Verizon

Presentation Summary:

Date: 11/17/2016 Time: 6:30 PM

CPE: 2.0

Area of Concentration: Risk Management

Topic: Rutgers RAW Accounting Resources/Continuous Auditing & Monitoring

Presented By: Miklos Vasarhelyi, Director RARC, CAR Lab, KPMG Professor of ABS, Rutgers Business School & RBD PhD Students, Rutgers Accounting Research Center

Presentation Summary:

Date: 01/04/2017 Time: 6:30 PM 

CPE: 2.0

Area of Concentration: Financial Planning

Topic: Joint Meeting with Central Jersey APICS

Presented By: Mike McDannell, Business Consultant 

**Special Place and Time**

Holiday Inn Somerset 195 Davidson Ave. Somerset, NJ
5:30 - 6:15 Registration and Networking - Complimentary Wine and Beer 6:15 - 6:30 President's Welcome - APICS / IMA Chapter Business 6:30 - 7:15 Dinner & Discussion - Plated Dinner 7:15 - 8:15 Presentation & Discussion

Presentation Summary:

For the first time in history, four generations are working side by side. Although different values, experiences, styles,

and activities may sometimes create misunderstandings and frustrations, organizations that choose to develop

leadership across the generations will gain a competitive edge.


In the short term, 70 million Baby Boomers will retire. Generation X, an age group with different values and

priorities than Boomers, will assume leadership positions. The second half of the Millennials (referred to

as Generation Z) will join the earlier Millennials (Generation Y) and enter the workplace.

These shifts will arguably create the largest demographic shift in the modern-day workforce.


Things You Will Learn  

  • How each generation can apply their skill set
  • How to work as a team with multi generations
  • How to become a competent leader



  • Work together with 4 generations
  • Plan & target recruitments
  • Get recognized for your contribution


Who Should Attend:

  • Baby Boomers
  • Generation X
  • Generation Y
  • Generation Z .......everyone should attend

Date: 02/04/2017 Time: 9:00 AM (SPECIAL DAY & TIME)

CPE: 3.0

Area of Concentration: Financial Planning

Topic: Intermediate Excel Workshop

Presented By: Raritan Valley IMA Chapter

Presentation Summary:


1. Formulas 4. Pivot Tables
1.1. If 4.1. Data Requirements
1.1.1 And 4.2. Building the Table
1.1.2 Or 4.3. Selecting the Fields
1.2. Sumif 4.4. Tool Bar
  4.5. Refreshing the data
2. Macros 4.4. Grouping
2.1.   Recording 4.7. Column & Row Totals
2.2.   Running 4.8. Calculated Fields
4.9. Sorting
3. Manipulating Data
3.1. Left 5. Index Match
3.2. Right 5.1. Data Requirements
3.3. Mid 5.2. Advantage Over Lookup
3.4. find 5.3. Numbers vs Text
3.5 Text to Number 5.4. Error Handling
3.6. Number to Text 5.5. Pitfalls
3.7. Concatenate 5.5.1 Sorting
3.8. Text to Columns 5.5.2 Inconsistent Data
5.5.3 Calculations - Processing