Past Events
May 2012 Continuing Professional Education (CPE) Conference
Date: Friday, May 18, 2012
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Lathem Hall, 13th and Potter Streets, Chester PA, 19013
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Agenda
Registration, Continental Breakfast and Networking:
7:30am - 8:15am
Morning Program and Lunch: 8:15am - 12:00pm
Lunch: 12:00pm - 12:45pm
Afternoon Program: 12:45pm - 4:00pm
Download the full program detail...
Speakers
Using Social media to improve the bottom line
• Dave Yunghans, Constant Contact
Utilize process improvement methodologies to improve finance and accounting
• Tom Sonde, CPA, SilverRoad Solutions
CLOSING THE SKILLS GAP: STAYING CURRENT IN CHANGING ENVIRONMENT
• Dennis Whitney, CFM CMA, Institute of Management Accountants
Improving Internal Control of Fixed Assets
• Alfred King, CMA, CFM, Marshall and Stevens
INCOME TAX AND ESTATE PLANNING FOR CLOSELY HELD BUSINESSES AND THEIR OWNERS
• John Yanoshak, CPA, Kassab Archbold & O'Brien L.L.C.
Registration
Rate for early registration for the full day program reduced by $35. You must register by May 4, 2012, for his reduced rate.
| Full Day | Half Day | |
| IMA members | $125 | $75 |
| Non-members | $175 | $100 |
Registration includes continental breakfast, buffet lunch and mid-morning and mid-afternoon coffee breaks
Student Night at Widener (University Center, Webb Room)
Date: Thursday, March 15, 2012
Credits: 1 Continuing Professional Education (CPE) Credit
Location: Widener University, University Center, Webb Room, E. 14th and Chestnut Streets, Chester, PA 19013
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Agenda
Registration: $25
https://www.regonline.com/dinnerandcpemarch15
5:30pm - Registration
6:00PM - Dinner
7:00PM - Speaker Presentation
Speaker
Topic: ID Theft Awareness
Speaker: Jim Romesberg, BTR-Security
Location
Widener University
University Center, Webb Room
E. 14th and Chestnut Streets
Chester, PA 19013
October 2011 Continuing Professional Education (CPE) Conference
Date: Friday, October 7, 2011
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: LaSalle University, Montgomery County Center, Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462
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Agenda
Registration, Continental Breakfast and Networking:
7:30am - 8:15am
Morning Program and Lunch: 8:15am - 12:00pm
Lunch: 12:00pm - 12:45pm
Afternoon Program: 12:45pm - 4:00pm
Speakers
Click here to download the program.
Development of Internal Controls to Support Business Ethics and Fraud Prevention
• Dean Jones
More about Dean Jones
Dean Jones is a creative, customer-focused risk and control management professional with extensive experience in the development and implementation of internal audit practice. His risk based and ethical approach to assessing and addressing business risk, plus exceptional interpersonal and written communication skills, has lead to Internal Audit appointments in the United Kingdom, Switzerland, and United States. In addition, he has supported audit teams in Argentina, Canada, Australia, and Germany, specifically providing technical subject matter expertise, enhancing quality of auditor performance, and assessing existing audit practice prior to the implementation of global standards.
He has presented to industry peers in the IIA, ISACA, ACFE and IMA on a diverse range of topics and has a wide portfolio seminars including fraud prevention/detection/investigation, financial/IT/operational internal audit practice, auditing insurance and financial services organizations, SOX, computer forensics, and emerging technology risks such as cloud computing.
CASe studies: using olap to gain business insight
• Jack Guarneri and David Presti, PARIS Technologies
Insurance renewals: an insider's look at what really happens
• Rick French, NSM Insurance Group
what's up in the clouds: an update on cloud computing
• Ted Swanson, President, IT Solutions
Pink collar crime: a growing trend
• Kyle Midkiff, Smart Devine
Check back for additional speakers to be added...
Registration
| Full Day | Half Day | |
| IMA members | $125 | $75 |
| Non-members | $175 | $100 |
Registration includes continental breakfast, buffet lunch and mid-morning and mid-afternoon coffee breaks
June 2011 Continuing Professional Education (CPE) Conference
Date: Friday, June 3, 2011
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Lathem Hall, 13th and Potter Streets, Chester PA, 19013
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Agenda
Registration, Continental Breakfast and Networking:
7:30am - 8:15am
Morning Program and Lunch: 8:15am - 12:00pm
Lunch and Book Signing: 12:00pm - 12:45pm
Afternoon Program: 12:45pm - 4:00pm
Speakers
In God We Trust, Everyone Else Pays Cash: Simple Lessons From Smart Business People.
• Gene Marks, Principal, The Marks Group, P.C.
SEC Reporting Update: Big Changes Are Coming
• Andy Felo, CMA, PhD, Professor, Penn State University
The Business of Baseball
• John Nickolas, Vice President and Chief Financial Officer, The Philadelphia Phillies
More about John Nickolas
John Nickolas joined The Phillies organization in July 2003 and currently serves as vice president, chief financial officer. Prior to joining The Phillies, Mr. Nickolas had been a managing director with Internet Capital Group, Inc., since January 1999. During his tenure at ICG, Inc., Mr. Nickolas served in a variety of roles including chief financial officer of ICG Europe Ltd., a wholly owned subsidiary, and as a board member and chief financial officer of Logistics.com, an Internet Capital Group partner company. Prior to joining ICG, Inc., Mr. Nickolas served in various financial positions with Safeguard Scientifics, Inc., from 1994 through 1998, most recently as corporate controller. Prior to joining Safeguard Scientifics, Inc., Mr. Nickolas was an audit manager in the Philadelphia office of KPMG LLP. Mr. Nickolas graduated summa cum laude with a BS degree in Accounting from West Chester University.
Mr. Nickolas was born and raised in Northeast Philadelphia and is a graduate of Archbishop Ryan High School. He currently resides in Newtown Square, PA, with his wife Pam, two sons, John and Michael, and two Shih Tzu, Daisey and Duke.
An introduction to six tools of six sigma
• Lisa B. Bussom, MS, PE, CSSGB, Senior Lecturer, Widener University
More about Lisa Bussom
Lisa Bussom is a Senior Lecturer at Widener University where she teaches courses in undergraduate statistics, operations management and management of technology, productivity and change. Prior to joining the faculty, she was the Assistant Dean and Director of Graduate Business Programs at Widener University where she had responsibility for the administration of all graduate business programs including the MBA and the MS in Taxation and Financial Planning. She is a believer in active learning and has developed a number of interactive techniques for use in her classes. Lisa is highly interested in process improvement in all areas of organizations and is currently consulting with the Director of Graduate Enrollment to investigate graduate retention issues.
Tax Update
• John Yanoshak
Registration
| Full Day | Half Day | |
| IMA members | $125 | $75 |
| Non-members | $175 | $100 |
Registration includes continental breakfast, buffet lunch and mid-morning and mid-afternoon coffee breaks
Everyone that registers by May 25, 2011 will receive a free copy of Gene Marks's book "In God We Trust: All Others Pay Cash"
Feb. 2011 Dinner and Continuing Professional Education (CPE)
Date: Wednesday, February 16, 2011
Credits: 2 Continuing Professional Education Hour (CPE) in Accounting
Location: Widener University, Webb Room, University Hall
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Timeline
Program and Dinner: 6:00pm - 8:30pm
Agenda
Online Personal Branding: Helping Manage Your Career
• Chris Bilotta , President , Resource Development Corporation
Why you should become a CMA
• Tom Coghlan, CMA , CPE University, LLC
Dec. 2010 Continuing Professional Education (CPE) Conference
Date: Friday, December 3, 2010
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Pearlstein Building, 32nd and Market Streets, Philadelphia, PA 19104
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Timeline
Registration, Continental Breakfast and Networking: 7:30am - 8:15am
Program and Lunch: 8:15am - 4:00pm
Agenda
Enterprise Risk Management - Time for Management Accountants to Step it UP
• Jeff Thomson, President, Institute of Management Accountants
Critical Success for Workplace Investigation: Mitigating Unnecessary Risk
• Philip Deming, CPP, CFE, SPHR, President, Philip S. Deming and Associates
Case Studies in Ethics
• AJ Stagliano, Ph.d, CPA, Professor, Saint Josephs University
Online Personal Branding - Helping Manage Your Career
• Chris Bilotta, President, Resource Development Corporation
Analytics - Leveraging Data into Better Decision Making
• Tom Coghlan, CMA, Principal, Paragon Consulting Associates, LLC
Oct. 2010 Continuing Professional Education (CPE) Conference
Date: Friday, October 8, 2010
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: LaSalle University, Montgomery County Center, 4000 Chemical Road, Plymouth Meeting, PA 19462
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Why Projects Fail: Lessons from the Front Lines
• Tom Casey, Principal, Business Consulting Services, LLC
Using Management Accounting Techniques to Improve Project Management
• David Hughes, President, D. Hughes & Co.
Business Sustainability Assessment
• Ed Brill, Principal, BVA Capital
What to expect from today's ERP
• J.T. Hardy, MBA, CMA, Manager, Kreischer Miller
Management Accounting Case Studies: Applying Concepts and Techniques in the Real World
• Paul R. Brazina, CMA, Dean, School of Business, LaSalle University
June 2010 Executive Breakfast
Date: Thursday, June 10, 2010
Credits: Free - 3 CPE credits
Location: Radisson Hotel Valley Forge, 1160 First Avenue King of Prussia, PA 19046
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Speakers from Adaptive Planning and Qlik View present best practices in planning, budgeting, reporting and analysis learned from client engagements.
8:30–9:00 a.m. — Breakfast
9:00–9:10 a.m.— Welcome
9:10–9:50 a.m.— Moving Beyond Excel, Bryan Kowalk, Adaptive Planning
9:50–10:15 a.m.— Adaptive Planning Demo
10:15–11:15 a.m.— Analysis for Everyone & QlikView Demo, Frank Margay, QlikView
11:15–11:30 a.m. — Questions and Wrap-up
May 2010 Continuing Professional Education (CPE) Conference
Date: Friday, May 21, 2010
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Quick Center Building, Room 108
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Timeline
Program: 8:00am - 4:30pm
Agenda
Protecting Personally Identifiable Information with Business Process Improvement Techniques
• Robert A. Listerman
Revenue Recognition - Are You Ready For The Changes?
• Sam Monastra, Fesnak and Associates
Using Business Intelligence, Visualization and Analytics to Drive Financial Results
• David Wagstaff, Clarity SB
Cloud Computing - What the CFO Should Know
• Ted Swanson - IT Solutions
Web Site Metrics: What is the ROI of Your Investment?
• Craig Smith - Trinity Insight
The Art of the Corporate Tax Audit: Dancing with the Stars
• Scott Bricker and Keith Fleury, Gunnip & Company LLP
April 2010 Dinner and Continuing Professional Education (CPE)
Date: Thursday, April 22, 2010
Credits: 1 Continuing Professional Education Hour (CPEs)
Location: Widener University
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Topic and Speaker
• Bill Burke and Rob Miele, Careers in Management Accounting
Nov. 2009 Continuing Professional Education (CPE) Conference
Date: Friday, November 13, 2009
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Pearlstein Building, 32nd and Market Streets, Philadelphia, PA 19104
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Agenda
Towards Convergence: An update on the ongoing efforts of the FASB and IASB
• Joel Wagoner, CMA, Arcadia University
Selling Commercial Products to the Government: Compliance with Rules a Must/Audits and False Claims Act
• Frank G. Peiffer, Department of Defense, Contract Audit Agency
Sept. 2009 Continuing Professional Education (CPE) Conference
Date: Tuesday, September 8, 2009
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: La Salle University, Montgomery County Center Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462
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Agenda
Be a Survivor, Not a Statistic: Business Continuity, Disaster Recovery Planning and Solutions
• Ted Swanson, IT Solutions
XBRL Today and Tomorrow
• Clinton (Skip) White, University of Delaware
Creating a Personal Brand
• Christopher Bilotta, Resource Development Company, Inc.
Effective Communication in the Workplace: It's Not Just What You Say
• Lynne Texter, La Salle University
Fraud: Do You Know What To Do When It Arrives?
• Leon LaRosa, La Salle University Institute of Fraud and Forensic Accounting
• Paul Zikmund, Amper, Politziner & Mattia
May 2009 Continuing Professional Education (CPE) Conference
Date: Friday, May 29, 2009
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University
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Agenda
Anatomy of a Deal: Divestiture Case Study
• Michael Hafner, CMA, Universal Health Services
Payback Time... Can Professional Sports Make Money?
• Dr. Brian Larson, PhD
The Widener Elder Pennsylvania Survey Project
• Dr. Eric Brucker, PhD
An Economist Looks at the US Economy
• Dr. Cynthia Saltzman, PhD, CFP
Keys to Succesful Turnaround Management
• Marc Kramer, Kramer Communications
Why Organizational Strategy Matters
• Edward Ferris, Charlesmore Partners International
Feb. 2009 The Convergence Seminar™
Date: Friday, February 20, 2009
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, 2 W. Liberty Blvd, Malvern, PA, 19355
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Timeline:
8:00am - 8:30am: Onsite Registration and Continental Breakfast
8:30am - 4:30pm: Program
Agenda:
CPAs, CMAs, and other financial professionals will earn 8 hours of Continuing Professional Education (CPE) credit for participating in this seminar. Credit will be granted by Leveraged Logic, a NASBA-registered CPE sponsor.
HOW TO PREPARE FOR THE COMING CONVERGENCE OF U.S. GAAP AND INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS)
• Bruce Pounder, CMA, Author of Convergence Guidebook for Corporate Financial Reporting, President - Leveraged Logic, Inc.
Feb. 2009 Dinner and Continuing Professional Education (CPE)
Date: Thursday, February 19, 2009
Credits: 1 Continuing Professional Education Hour (CPEs)
Location: Widener University
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Agenda
Topic: FASB Accounting Standards Codification
Speaker: Bruce Pounder, CMA, CFM, Author of Convergence Guidebook for Corporate Financial Reporting
Dec. 2008 Continuing Professional Education (CPE) Conference
Date: Friday, December 5, 2008
Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Temple University Center City campus
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Agenda
WHY DON'T ALL ENTREPRENEURS SUCCEED?
• Chris Pavlides, Professor of Entrepreneurship - Temple University
POST-ACQUISITION INTEGRATION: ISSUES AND OPPORTUNITIES
• Christopher Meshginposh - Kreischer Miller
CASE STUDIES IN REAL WORLD ETHICS
• A.J. Stagliano - Saint Joseph's University
FTC GUIDANCE FOR PROTECTING PERSONAL INFORMATION IN THE WORKPLACE
• Jim Romesburg, President - J.R. Consulting
IMA Strategic Plan
• Jeffrey C. Thomson, President and CEO - IMA
Oct. 2008 Continuing Professional Education (CPE) Conference
Date: Friday, October 17, 2008
Credits: 4 Continuing Professional Education Hours (CPEs)
Location: La Salle University, Montgomery County Center Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462
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Timeline:
7:30am to 8:00am: Registration and Continental Breakfast
8:00am to 11:50am: Speakers (mid-morning break at 9:50am)
11:50am: Distribute CPE certificates and adjourn
Agenda:
DEVELOPING A STRATEGY TO COMBAT TAXES, INFLATION AND HEALTH CARE EXPENSES
• Marc Rosenbloom and Steve Brown - The Cornerstone Group
WHERE IS YOUR CLIMB GOING? WHAT DOES IT TAKE TO BE CFO?
• Dave Maturo - Attolon Partners
A Look at Employee Theft: What Your Employees Know That You Don't Know
• Colleen Vallen, Manager - Parente Randolph
