Past Events


Friday, October 13, 2017

Drexel University and IMA Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Gerri C. LeBow Hall, DiPiero Grand Meeting Room, 2nd floor, Room 220, 3220 Market Street, Philadelphia PA 19104

Speakers/Sessions:

    Speakers/Sessions

    • Lessons from an $8 Million Fraud
      Nathan Mueller, Former CPA, Convicted of Fraud
      Click here for more information about Nathan
    • The RONI (Return on Not Investing) in Business Continuity
      Dave Discenza, CBCP, Discenza Business Continuity Solutions, Bio
    • A CEO's Perspective on Performance Management, Abstract
      Paul Barber, Prophix, Bio
    • The ROI of Internet Marketing
      Craig Smith, Trinity Insight
    • Blockchain: Reshaping Business
      Murugan Anandarajan, Drexel University, Bio
    • Relationships can be Riskier than Process
      Maureen Breen, Drexel University
    • Lease Accounting Changes - Impact on Companies & their Real Estate
      Bill Finnegan, Jones Lang LaSalle
      Marc Maioa, LeaseCalcs


Friday, June 2, 2017

Widener University and IMA Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Webb Room, University Center, Chester, PA 19013

Speakers/Sessions:

    Speakers/Sessions

    • Blockchains, Bitcoin and The Future of Accounting
      Kirk Phillips, CMA, CPA, CFE, CPB
      invizibiz.biz™
    • How You Can Uncover Hidden Cash Flow From Your Vendor Base, Abstract
      Ed Flanagan, CPA, Bio
      Expense Reduction Analysts
    • Information Security – A Holistic Approach
      Charles Sgrillo
      Kreischer Miller
    • Implications of the Upcoming Federal Tax Reform
      Theresa Shea, CPA, Bio
      Professor, Widener University
    • Improving Bank Transparency: FASB's New Current Expected Loss Standard
      Joseph Bergquist, Bio
      Tompkins VISIT Bank
    • Developing Ethical Guidelines in Today's Multi-Cultural Environment
      2 CPE hours - ethics
      Timothy Reddick, Bio
      City of Philadelphia


Thursday, February 23, 2017

Dinner and Continuing Professional Education 

Friday, November 18, 2016

Business Analytics Roundtable 

Credits: 3 CPE Credits
Location: IDEA Accelerator, Falvey Library (lower level), Villanova University, 800 E. Lancaster Ave., Villanova, PA 19085

Speakers/Sessions:

    Speakers/Sessions

    • Getting from 'So What?' to 'WOW……What?!??!?!' to 'Now What?' with Analytics and Data Visualization
      Kellianne Catalano, Procter and Gamble
    • Advertising Analytics
      Remy Stiles, Kepler Group
    • The Shifting Software Market: Top 3 Trends in Big Data & Analytics
      Lawrence Weber, IBM


Friday, October 14, 2016

Drexel University and IMA Professional Development Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Gerri C. LeBow Hall, DiPiero Grand Meeting Room, 2nd floor, Room 220, 3220 Market Street, Philadelphia PA 19104

Speakers/Sessions:

    Speakers/Sessions

    • Ethics
      John D. McLaughlin, CPA, CRMA, Marcum LLP, Bio
    • Federal Tax Issues Commentary
      Dr. Anthony P. Curatola, Drexel University, Bio
    • Accounting and Financial Management Presentation on Internal Controls
      Lawrence M. D'Andrea, Drexel University
    • Fraud and Forensic Accounting – The New Cyber Challenges
      Howard Silverstone, CPA, CFF, FCA, CFE, Forensic Resolutions Inc., Bio
    • Transforming Finance and Accounting with Visual Analytics
      Lee D'Ambrosio, Qlik Technologies, Bio
      Paul Van Siclen, Qlik Technologies, Bio


Friday, June 17, 2016

Business Analytics Roundtable 

Credits: 3 CPE credits
Location: Villanova University, 800 E. Lancaster Ave., Villanova, PA 19085, Garey Hall, Room 10A

Speakers/Sessions:

    Speakers/Sessions

    • Using Management Accounting and Prescriptive Analytics to Double Your Company’s Profitability
      Graham Tasman, Grant Thornton
    • Business Cases Leveraging IBM Watson and Cognitive Computing
      Boris Vishnevsky, IBM
    • Creating a Data Driven Organization
      Amanda Teschko, Thorogood Consulting


Wednesday, May 4, 2016

Improving Operating Results with Analytics-Based Enterprise Performance Management 

Credits: 8 CPE credits
Location: Villanova University, 800 E. Lancaster Ave., Villanova, PA 19085, ICE Idea Accelerator, Falvey Hall

Speakers/Sessions:

    Presented by Gary Cokins, author of:

    • Predictive Business Analytics: Forward-Looking Capabilities to Improve Business Performance
    • Performance Management: Integrating Strategy, Execution, Methodologies, Risk, and Analytics


Thursday, February 18, 2016

Dinner and Continuing Professional Education 

Friday, November 20, 2015

Business Analytics Roundtable 

Credits: 3 CPE credits
Location: Villanova University, 800 E. Lancaster Ave., Villanova, PA 19085, Garey Hall, Room 10A

Speakers/Sessions:

    Speakers/Sessions

    • Artificial Intelligence Turbocharges Analytics
      Brad Power, FCB Partners
    • In-Memory Computing, Big-Data and the Internet of Things
      Pat Tupper, SAP
    • Dynamic Strategic Portfolio Modeling for Executives
      Roland Mosiman, CEO, AlignAlytics


Friday, October 30, 2015

Drexel/IMA CPE Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Gerri C. LeBow Hall, DiPiero Grand Meeting Room, 2nd floor, Room 220, 3220 Market Street, Philadelphia PA 19104

Speakers/Sessions:

    Speakers/Sessions

    • Compensation for Your Innovation
      Charles Goulding Jr, R&D Tax Savers
      1 CPE Hour in Tax
    • Current Developments in Accounting for Income Taxes
      Tugger Perry, Global Tax Management, Bio
      Kaitlin Cooperstein, Global Tax Management, Bio
      1 CPE Hour in Tax
    • Panel Discussion: Implementation Issues of Revenue Recognition
      Dr. Hubert Glover (panel moderator), Professor, Drexel University, Bio
      Rod Wright, McGladrey, Bio
      Meredith Costello Conti, Comcast
      Tammy Foskey, BDO, Bio
      1.5 CPE Hours in Accounting
    • Predicting Success New Hires Ray Bixler, SkillSurvey
      1.5 CPE Hours in Business Management & Organization
    • Using Management Accounting and Prescriptive Analytics to Double Your Company’s Profitability, Abstract
      Graham Tasman, Grant Thornton
      Philip Higginbotham, Grant Thornton
      Bios
    • Ripped From the Headlines: Case Studies of Major Embezzlements, Abstract
      Bethmara Kessler, Campbells Soup, Bio


Friday, June 5, 2015

2015 Spring CPE Conference at Widener 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Webb Room, University Center, Chester, PA 19013

Speakers/Sessions:

  • Beyond the Ice Bucket Challenge: Insights into Charitable Giving (morning)
    Meghan Marley, Widener University Bio, Abstract
  • Expense or Capitalize? A discussion on the New Tangible Property Regulations from a Real Estate Perspective (morning)
    Terri Johnson, Bedford Cost Segregation Bio, Abstract
  • Optimize Human Capital Investments: Making the "Hard" Business Case (afternoon)
    Frank DiBernardino, Vienna Human Capital Advisors Bio, Abstract
  • Managing Conflict, Academy Leadership (afternoon)
    Joe Barkley Bio
  • Can a Franchise Reduce the Risk of Starting a Business (afternoon)
    Dan Citrenbaum, The Entrepreneur Option Bio, Abstract


Thursday, February 19, 2015

Dinner and Continuing Professional Education 

Credits: 1 Continuing Professional Education (CPE) Credit
Location: Widener's Quick Center Building, 14th and Walnut Sts., Chester, PA 19013

Speakers/Sessions:

  • Overview of the CMA Exam - Your Career Your Story
    Mike Woznyj


Friday, November 14, 2014

Business Analytics Roundtable at Villanova 

Credits: 3 Continuing Professional Education Hours (CPEs)
Location: Villanova University, West Lounge in Dougherty Hall, 800 Lancaster Ave, Villanova PA

Speakers/Sessions:

  • Case Study: Using Data Mining to Increase Customer Retention
    Alex McKinney, Project Management Institute (PMI) and Christopher Mederos, Villanova University
  • Optimize Human Capital Investments: Make the 'Hard' Business Case
    Frank DiBernardino, Vienna Human Capital Advisors LLC
  • Digital Analytics to Fuel Enterprise Optimization
    Craig Smith, Founder and President, Trinity Insight


Friday, October 10, 2014

Continuing Professional Education (CPE) Conference at Drexel 

Credits: 8 Continuing Professional Education Hours (CPEs) in various subject areas
Location: Drexel University, LeBow College of Business, Gerri C. LeBow Hall, 3220 Market Street, DiPiero Grand Meeting Room, 2nd floor, Room 220

Speakers/Sessions:

  • The HealthSouth Story: Fraud, Lies, and Hermes Ties
    Aaron Beam, Founder and Former CFO of Health South Bio
    Behavioral Ethics - 2 CPE hours



  • FASB New Revenue Recognition Standard
    Dr. Hubert Glover, Drexel University Bio, Abstract
    Accounting - 1.5 CPE hours
  • From Chaos to Success: How Better Cost Accounting Can Propel Your Company to Higher Profitability
    Curt Finch, Journyx, Author of "All Your Money Won't Another Minute Buy: Valuing Time as a Business Resource" Bio, Abstract
    Managing Advisory Services - 1.5 CPE hours
  • Federal Tax Issues Commentary
    Dr. Anthony Curatola, Drexel University Bio, Abstract
    Taxes - 1.5 CPE hours
  • IT Planning for Competitive Advantage
    Sassan Hejazi Bio, Abstract
    Computer Science - 1.5 CPE hours
  • Click here for conference agenda


Friday, June 6, 2014

2014 Spring CPE Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Webb Room, University Center, Chester, PA 19013

Speakers/Sessions:

  • Frauds and Fraudsters
    Leon La Rosa, Partner, La Rosa and Associates
    CPE Credits: Two (2) A&A
  • Ethics Matters, Doesn't It?
    2 CPE in Ethics
    Joe Barkley, Academy Leadership, LLC Bio, Presentation
    CPE Credits: Two (2) Ethics
  • Spend Analysis: Understanding What You Pay, When, and Why
    Lindsey Fandozzi, Director of Management Services, Sourc One Abstract and Bio
    CPE Credits: Two (2) Other
  • Business Tax Implications of the Affordable Care Act
    Theresa Shea, Widener University, Bio
    CPE Credits: Two (2) Tax


Thursday, February 20, 2014

Dinner and Continuing Professional Education 

Credits: 1 Continuing Professional Education (CPE) Credit
Location: Widener University, Quick Center Room 108, 14th and Walnut Streets, Chester, PA 19013

Speakers/Sessions:

  • Career Advantage of a CMA
    Uliana Ekman, CMA, CFM
    Bio | Presentation

    CPE Credits: 1 (Accounting)


Friday, October 25, 2013

Performance Management for the 21st Century 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Garey Hall, Villanova University, E County Line Rd, Villanova, PA 19085

Speakers/Sessions:

    Presented by Gary Cokins, Analytics-Based Performance Management LLC


Friday, June 7, 2013

Continuing Professional Education (CPE) conference at Widener University 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Webb Room, University Center, Chester, PA 19013

Speakers/Sessions:

  • Collaborate with procurement and improve your bottom line
    David Pastore, Jennifer Ulrich, Source One Management Services, Presentation
  • Eldercare Planning: An Update On The Widener Eldercare Project
    Dr. Eric Brucker, Widener University
  • Converging Ethics, Governance, and Culture
    Michael Brozzetti, CIA, Boundless LLC, Bio, Presentation
  • 2013 Tax Update
    Donna Urian, CPA, FischerCunnane, Bio
  • Best Practices in Analytics
    Tom Coghlan, CMA, CPE University, Bio, Presentation


Thursday, February 21, 2013

Dinner and Continuing Professional Education 

Credits: 1 Continuing Professional Education (CPE) Credit
Location: Widener University, University Center, Webb Room, E. 14th and Chestnut Streets, Chester, PA 19013


Friday, December 7, 2012

Continuing Professional Education (CPE) Conference at Temple University 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Temple University - Fox School of Business, Alter Hall, 1801 Liacouras Walk, Philadelphia, PA 19122

Speakers/Sessions:

  • Update on the convergence of the fasb and iasb
    Sam Monastra, CPA Bio
  • Analytics Based Performance Management
    Gary Cokins, Analytics-Based Performance Management LLC
  • The Future Of Financial Reporting
    Liv Watson, WebFilings
  • Real World Cases in Ethics
    Dr. Anthony Stagliano, CPA, Saint Joseph's University


Friday, May 18, 2012

May 2012 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Lathem Hall, 13th and Potter Streets, Chester PA, 19013

Speakers/Sessions:

  • 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.


Thursday, March 15, 2012

Dinner and Continuing Professional Education 

Credits: 1 Continuing Professional Education (CPE) Credit
Location: Widener University, University Center, Webb Room, E. 14th and Chestnut Streets, Chester, PA 19013


Friday, October 7, 2011

October 2011 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: LaSalle University, Montgomery County Center, Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462

Speakers/Sessions:

  • Development of Internal Controls to Support Business Ethics and Fraud Prevention
    Dean Jones
  • 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


Thursday, June 10, 2010

June 2010 Executive Breakfast 

Credits: Free - 3 CPE credits
Location: Radisson Hotel Valley Forge, 1160 First Avenue King of Prussia, PA 19046

Speakers/Sessions:

  • Moving Beyond Excel
    Bryan Kowalk, Adaptive Planning
  • Analysis for Everyone & QlikView Demo
    Frank Margay, QlikView


Friday, May 21, 2010

May 2010 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University, Quick Center Building, Room 108

Speakers/Sessions:

  • 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


Thursday, April 22, 2010

April 2010 Dinner and Continuing Professional Education (CPE) 

Credits: 1 Continuing Professional Education Hour (CPEs)
Location: Widener University

Speakers/Sessions:

  • Careers in Management Accounting
    Bill Burke and Rob Miele


Friday, November 13, 2009

Nov. 2009 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, Pearlstein Building, 32nd and Market Streets, Philadelphia, PA 19104

Speakers/Sessions:

  • 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


Tuesday, September 8, 2009

Sept. 2009 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: La Salle University, Montgomery County Center Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462

Speakers/Sessions:

  • 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


Friday, May 29, 2009

May 2009 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Widener University

Speakers/Sessions:

  • 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


Friday, February 20, 2009

Feb. 2009 The Convergence Seminar 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Drexel University, LeBow College of Business, 2 W. Liberty Blvd, Malvern, PA, 19355

Speakers/Sessions:

  • Bruce Pounder, CMA, Author of Convergence Guidebook for Corporate Financial Reporting, President - Leveraged Logic, Inc.


Thursday, February 19, 2009

Feb. 2009 Dinner and Continuing Professional Education (CPE) 

Credits: 1 Continuing Professional Education Hour (CPEs)
Location: Widener University

Speakers/Sessions:

  • FASB Accounting Standards Codification
    Bruce Pounder, CMA, CFM, Author of Convergence Guidebook for Corporate Financial Reporting


Friday, December 5, 2008

Dec. 2008 Continuing Professional Education (CPE) Conference 

Credits: 8 Continuing Professional Education Hours (CPEs)
Location: Temple University Center City campus

Speakers/Sessions:

  • 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 INÂ 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


Friday, October 17, 2008

Oct. 2008 Continuing Professional Education (CPE) Conference 

Credits: 4 Continuing Professional Education Hours (CPEs)
Location: La Salle University, Montgomery County Center Metroplex Corporate Center, 4000 Chemical Road, Plymouth Meeting, PA 19462

Speakers/Sessions:

  • 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