May 18-19, 2016 | Meadowlands Expo Center, Secaucus, NJ
2016 New Jersey Accounting, Business & Technology Show
The 22nd annual largest meeting of CPAs in New Jersey each year
President & CEO
Erik Asgeirsson is a technology industry veteran with expertise in cloud computing , e-commerce and business expansion. He has led CPA.com, the technology subsidiary of the American Institute of CPAs, since 2002.
During Erik's tenure, CPA.com has posted strong financial results and added several new lines of business, including a package of leading, cloud-based software solutions that help transform client services for accounting firms. In addition, CPABiz.com has become the leading e-commerce site for the CPA profession and one of the top 500 online stores, as ranked by Internet Retailer.
Erik believes the rise of always-available data through the cloud, coupled with the maturing capabilities of smartphones and other mobile devices, represents a significant opportunity for small- and medium-sized firms to improve client service and boost profits. It's an approach he embraces for his own business, as CPA.com uses the same programs it offers to CPA firms to automate payroll, billing, tax and accounting workflows.
Erik is regularly listed in Accounting Today's annual Top 100 Most Influential People in the CPA Profession, and is a member of the DigitalNow Advisory Group, which counsels association leaders on opportunities in the digital age.
Before joining CPA.com, Erik held a variety of senior positions at AT&T in sales, product management and operations. Erik holds an MBA from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University. Early in his career, he served as a Peace Corps volunteer in Tanzania.
He lives in Rye, N.Y., with his wife and three daughters. In his spare time, Erik is an enthusiastic sailor and skier.
James C. Bourke
James C. Bourke, Jr., CPA, CITP, is a Shareholder and Director at WithumSmith+Brown. Mr. Bourke is currently the President of the NJSCPA. He has served on the NJCPA Board of Trustees as secretary, as a member of the NJSCPA Litigation Services, Legal Profession Liaison and Committee Operations committees and as chairperson of the Chapter Operations Committee. Mr Bourke has served as president, vice president, secretary treasurer and director of the NJSCPA Monmouth-Ocean Chapter and also served as chairperson for various Monmouth/Ocean Chapter committees. In addition, he serves on the AICPA's CITP Credential Committee and is the current chair of their State Society Reach Out Committee. He is an active board member of the New Jersey Technology Council and serves on the advisory council of a regional bank. Mr Bourke is a frequent author on CPA firm technology issues for our industry's trade publications and speaks at many state society conferences and seminars throughout the country on topics or current technology trends in CPA firms, as well as the specific technologies effecting our profession. Bourke earned his B.S. in Accounting from Kean University.
Robert L. Goldfarb, CPA
Principal, Janover LLC
Chairman, LI Tax Professionals Symposium, NCCPAP
Bob is a recent past President of the National Conference of CPA Practitioners and served as Chair of the Issues Committee. Bob recently completed a term as a member of the AICPA Council. Currently, Bob is a member of the New York State Board of Accountancy with a term ending on October 31, 2016. He was included in Accounting Today's listing of the 100 Most Influential People in Accounting for two years. Bob is a certified financial planner, a certified fraud examiner, and a Principal at Janover, LLC. He was recently recognized as "Businessperson of the Year" for his service while president of the Great Neck Chamber of Commerce. Bob was Tax Manager with Price Waterhouse and then headed his own firm before becoming the Managing Partner in the firm Schoenfeld Mendelsohn Goldfarb, LLP. Bob recently merged into Janover, LLC. Bob is a Diplomat of the American Board of Forensic Examiners, Diplomat of the American Board of Forensic Accounting, a member of the American Institute of Certified Public Accountants and a member of the New York State Society of Certified Public Accountants.
Author of six books, Bob holds degrees from Hofstra University, Pace University and Adelphi University, where he served over 20 years as a senior adjunct professor. Bob has raised over $30,000 for the Leukemia and Lymphoma Society by participating in triathlons and over $15,000 on bicycle rides from Boston to New York for Aids Research. He recently completed an Iron Distance Triathlon in Sandusky, Ohio. Bob resides with wife Linda in East Meadow, New York.
Daniel Hood is editor-in-chief of Accounting Today, where he has worked for 16 years, including 14 as managing editor. A graduate of Georgetown University, he has also served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe. He is the author of five novels and a guidebook to New York City.
Sandra Johnson, CPA
Sandra Johnson, CPA PC
Sandra Johnson is CEO of Sandra G. Johnson, CPA, P.C. located in Bellmore, New York. A sole practitioner with four employees, her business focuses on individuals, nonprofits and the unique needs of small businesses.
Sandy is the current President of the National Conference of CPA Practitioners (ncCPAp) and a frequent lecturer on MAP-related topics. She is a member of NYSSCPA and the Association of Certified Fraud Examiners. Sandy is past president of both the Long Island Center for Business and Professional Women and the Chamber of Commerce of the Bellmores. Sandy recently retired from teaching, having taught Accounting and Business Management at SUNY Old Westbury and Five Towns College. She lectures on various business topics at Hofstra University’s Continuing Education College, the Small Business Development Center at SUNY Farmingdale and at various local clubs and organizations.
Sandy is a Certified Public Accountant, licensed in the state of New York, an Enrolled Agent with the Internal Revenue Service and a Certified Fraud Examiner. She is the 2010 recipient of the Town of Hempstead Pathfinder Award in Business; 2010 recipient of the NYS Assembly Women of Distinction Award; 2010, 2011 and 2012 winner of the LI Press Best of LI contest in the Accounting Firms and CPA categories; and the 2007 recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award.
Director of Corporate Communications
Samantha Mansfield has nearly 15 years experience in the tax and accounting technology industry. She has led onsite and web-based workshops, trainings, consulting and software demonstrations. Samantha has worked with a variety of firms, from sole practitioners to top 100 firms nationwide. Her focus is to give attendees actionable items during the session, and engage the audience throughout the presentation.
Since 2004 Samantha has traveled the nation extensively sharing technology strategies with practitioners and consistently receiving top ratings. Her passion is helping practitioners leverage relevant technology to grow their business.
Samantha has a Bachelor’s of Business Administration/Marketing from Hillsdale College. For over a decade she served as a consultant and trainer. She is currently is building the digital CPA curriculum for CPA.com, an AICPA Company, in her role as Senior Manager of Corporate Communications and Program Development.
Joel L. Naroff, Ph.D.
President and Founder
Naroff Economic Advisors
Joel L. Naroff, Ph.D., is the president and founder of Naroff Economic Advisors, a strategic economic consulting firm. He advises companies across the country on the risks and opportunities that economic developments may have on the organization’s operating environment. Mr. Naroff consults with banks on asset/liability, economic growth and credit risk issues, consults with corporations on economic risk and business opportunities, and is an economic and financial advisor to state and local governments. He has testified before Congress on economic and fiscal policy matters.
A nationally recognized economic forecasting expert, Mr. Naroff has received numerous honors. In 2008 he was awarded the Lawrence Klein Award for Blue Chip forecasting excellence. He was also named the Bloomberg Business News 2008 top economic forecaster. In 2007, he received the National Association of Business Economists Outlook Award as the top economic forecaster, and in 2006, he was MSNBC’s top forecaster. He was the first independent economist to win the CBS MarketWatch Economist of the Month award. Mr. Naroff is often quoted in the national press including Newsweek, The Wall Street Journal, The New York Times, USA Today and Business Week. Internationally, almost every news agency around the world has quoted his materials. He appears frequently on CNBC, Fox Business News and Bloomberg Television. In addition, he has been on ABC’s World News, The News Hour with Jim Lehrer, The Wall Street Journal Report with Maria Bartiromo, BNN in Canada, Money Matters Today and local television stations throughout the northeast. Mr. Naroff does business commentary for KYW Newsradio in Philadelphia and can be heard often on the national news radio networks.
From 1999 to 2009, Mr. Naroff served on a consulting basis as chief economist for Commerce Bank/TD Bank. He is a member of the board of directors of the Economy League of Greater Philadelphia, the Corporate Committee of the Philadelphia Orchestra, teaches at the Central Atlantic Advanced School of Banking, is a past chairman of the American Bankers Association’s Economic Advisory Committee and a past president of the Philadelphia Council of Business Economists. Mr. Naroff received a bachelor’s in economics and chemistry from Stony Brook University and a Ph.D. in economics from Brown University.
Accountant Network Accountant Advocate
Gary Olynik, CPA, CMA, is an experienced accountant and educator in best practices and emerging issues affecting the accounting profession. Gary has acquired over 30 years of experience as a senior financial professional maximizing the profitability of organizations through strategic planning and implementation of initiatives. As a consultant, he has coached numerous small to medium businesses to improved profitability and increased efficiency of operations by providing value added business management services. He has drawn on this wealth of experience to educate new and emerging accountants as an instructor at the college level and as a moderator for the CPA professional accreditation program.
Gail Perry, CPA
CPA Practice Advisor
Gail Perry is the U.S. Editor-in-Chief at Sift Media and oversees the content on two web sites: AccountingWEB.com and GoingConcern.com. She also speaks at many accounting events, trade shows, and web seminars. Perry is the author of 30 books (the latest is Mint.com For Dummies), teaches an online personal finance course, and maintains a small tax practice. She is a graduate of Indiana University where she got a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, got her CPA, and worked for Deloitte in the Chicago tax department. She also taught a college-level introductory accounting class and was on staff at the Indiana CPA Society as a computer applications instructor. Gail was a contributing editor for Accounting Today magazine for five years and a newspaper columnist for the Indianapolis Star before taking over the helm at AccountingWEB.
Alan J. Preis, CPA
Alan J. Preis, CPA, PC
Alan J. Preis, CPA, principal in Alan J. Preis, CPA, PC, conducts a practice limited to state and federal tax matters in Florham Park, New Jersey. Previously, he spent more than twenty years in the Parsippany, New Jersey, office of Deloitte & Touche, where he was a tax partner concentrating in New Jersey and multistate tax matters.
Mr. Preis is a professional resource to CPAs, attorneys and businesses in matters of New Jersey and multistate taxation. He lectures on state tax matters and is recognized as an outstanding instructor by the American Institute of Certified Public Accountants and as a Distinguished Discussion Leader by the New York State Society of CPAs (NYSSCPA) Foundation for Accounting Education. Mr. Preis is the co-author and instructor of a full-day course on New Jersey taxes presented annually for the New Jersey Society of Certified Public Accountants (NJSCPA). He has chaired the NJSCPA State Taxation and Multistate Taxation committees, as well as the NYSSCPA Interstate Taxation Committee. He is a member of the AICPA Tax Division and has served on its State and Local Taxation Committee. Mr. Preis served on the Taxation Committee of the New Jersey Business and Industry Association and Governor Codey appointed him to the New Jersey Sales and Use Tax Review Commission.
He received a B.A. from Columbia University and an M.B.A. from the Wharton Graduate Division of the University of Pennsylvania.
MB Raimondi, CPA
CITP, MS Taxation
Intuit Solution Provider
MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation is an Advanced QuickBooks Certified ProAdvisor as well as an Intuit Solution Provider. She holds certifications in Enterprise and POS and is a Sleeter Group Certified Consultant and a member/instructor of the National Advisor Network. She is also a charter member of the Intuit Training/Writing Network. She has used QuickBooks since the DOS version and has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in Trumbull, CT has migrated from a full time tax and accounting practice to mainly QuickBooks consulting, 3rd party integration and training.
Richardson Media & Technologies
Dana "Rick" Richardson is president of Richardson Media & Technologies, a multi-media and strategic technology consulting company. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology. Mr. Richardson has been named to the "Technology 100"- the annual honors list of the 100 key achievers in technology in America and honored by the American Institute of CPAs with a lifetime achievement award for his contributions to the profession in the field of technology. He is a sought after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators
Sr Product Manager
Laurie Rodriguez is a Pragmatic Marketing Certified Product Manager with over twenty years professional experience identifying market problems and creating business solutions that resonate with customers and the market. She has a proven track record of leveraging technologies to create immediate and sustainable profitable products for the financial and telecommunications industries, as well as the public sector for government agencies and universities in the US and abroad.
Brian Siet, CPA
Sr Mgr Strategic Relationships Tax & Accounting US
Brian Siet is a Senior Manager, Strategic Relationships at Wolters Kluwer Tax & Accounting US. Siet’s primary focus is building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms. Prior to joining Wolters Kluwer, he worked for CBIZ Tofias for eight years in the accounting and audit department and the tax department. During this time, he was instrumental in implementing policies and procedures with the firm’s workpaper management system, CCH® ProSystem fx® Engagement, as well as other accounting and audit and tax solutions.
Siet joined Wolters Kluwer in 2005, consulting firms on policies and procedures utilizing CCH® ProSystem fx® Engagement. From 2006 to 2008, Siet was a Solution Architect/pre-sales engineer and was promoted to Division Sales Manager for the Solution Architect team. During this time, Siet managed and coached teams who support and assist the sale of software and research solutions to wide audiences, specifically accounting firms. Siet has participated in many leadership programs as well as co-led the completion of the organizations first career path program, focusing on development and career advancement.
The Sleeter Group