May 22, 2024

In-Person

St. John's University

NASBA 8
•
NYSED 8

Queens/Brooklyn Chapter Accounting & Auditing Conference

May 22, 2024
In-Person
NASBA 8
•
NYSED 8
  • View Bio

    Instructor

    Matt
    Gallagher

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    Matt Gallagher, CPA

    Bio
    Matthew G. Gallagher, a New York CPA, is a graduate of the Tobin College of Business at St. John’s University in Queens NY (2006 – BS, Accounting; 2007 – MBA, Accounting). Matthew began his career at Citrin Cooperman & Company, LLP in 2007 performing tax and audit work on clients mostly in the real estate and not-for-profit industries. He was a member of the firm’s real estate and scholarship committees. Matthew started at St. John’s University in 2013 as Financial Business Manager for Facilities and Conference Services. He serves as the accounting manager and budget director for the largest non-academic unit within the University. Matthew also has a small tax practice consisting mostly of individual and small business tax clients. Matthew has been a member of the NYSSCPA since 2009. He has served the Queens/Brooklyn chapter in various board member positions, including two terms as President of the Chapter from 2017 – 2019. Matthew is a member of the A&A and CPE Committees within the chapter and has also assisted with the COAP program at St. John’s University.
  • View Bio

    Instructor

    Herbert
    Chain

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    Herbert Chain, CPA

    Bio
    Herbert M. Chain, MBA, CPA is a director at CBIZ Marks Paneth and shareholder in CBIZ CPAs P.C., where is a member of the quality management group responsible for engagement quality reviews, and consultations on independence, auditing, and accounting matters. He is a former member of the firm’s national Audit Methodology Steering Committee and former Deputy Technical Director of the Global Audit Group of the Kreston Global network. Prior to this, he spent 38 years with Deloitte (27 as audit partner) until mandatory retirement. He also served as an Assistant Professor in the Department of Accountancy at St. John’s University and led the Tobin Center for Executive Education. He served as an adjunct professor at St. John’s University, where he taught professional ethics. Mr. Chain is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He served as Chair of the SEC Committee and is a member of the following NYSSCPA committees: Investment Company, Stockbrokerage, SEC, Digital Assets, and Peer Review and Quality Control. Mr. Chain currently serves as independent director and audit committee chair for FRMO Corp. and Qlarant. He is certified as a corporate director by the National Association of Corporate Directors and is credentialed in private company governance by the Private Directors Association. Mr. Chain received his BS degree (Marine Geology) from Duke University, an MBA from the Wharton Graduate School of Business, an MS in Global Studies (International Relations) from New York University, and is completing his DBA from the International School of Management.
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    Instructor

    David
    Rottkamp

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    David Rottkamp, CPA

    Bio
    David M. Rottkamp, CPA, is a Partner and Nonprofit Practice Leader at Grassi. David has over 36 years of experience providing audit and advisory services to the nonprofit and health care industries. David focuses on organizations serving individuals with special needs, community based and social service organizations, religious organizations, educational institutions, membership associations, healthcare providers, and foundations. David advises some of the area’s most successful nonprofit and health care organizations in areas such as: financial reporting systems, implementation of new FASB accounting standard updates, IRS Form 990 guidelines, sustainability and succession planning, internal control reviews, developing financial forecasts, and providing quality board education and governance advice. Through his focus on education and board awareness, he has improved the internal structure for many of his clients, demonstrating his industry leadership. David volunteers his time and serves on five national and local nonprofit boards, where he is the Chair of two. David is a graduate from Pace University, with a BBA in Accounting. As of 10/1/2024
  • View Bio

    Instructor

    Warren
    Ruppel

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    Warren Ruppel, CPA

    Bio
    WARREN RUPPEL, Partner, Marks Paneth LLP, New York, N.Y. Member of the Society since 1981; member of the Manhattan/Bronx Chapter. STATEWIDE: Currently serving on the Board of Directors as a Director-at-Large. Previously served on the Board of Directors as Vice President and a member of the Executive Committee. Previously served as President and President-elect of the Foundation for Accounting Education Board of Trustees. Current chair of the Audit Committee. Current member and past chair of the Government Accounting and Auditing Committee. Past member of the Accounting and Auditing Oversight, Finance and Not-for-Profit Organizations committees, and the Government Audit Quality Task Force.
  • View Bio

    Instructor

    Philip
    Marciano

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    Philip Marciano

    Bio
    Phil is a partner in the firm’s New York City office and is recognized as a national resource for government and not-for-profit accounting and federal single audits (Uniform Guidance). He has audited various types of governmental entities such as towns, counties, villages, schools, libraries, other special purpose entities and component units, and various types of not-for-profit organizations. Prior to Citrin Cooperman, Phil was a shareholder at national financial and employee business services provider where he served as the Government Services Practice Leader for the firm’s Metro New York Not-For-Profit and Government Practice.
  • View Bio

    Instructor

    Tony
    Chan

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    Tony Chan, CPA

    Bio
    Mr. Anthony S. Chan, CPA President, CA Global Consulting Inc. Vice President, NYSSCPA • Seasoned CPA with over 25 years of professional experience in auditing and SEC reporting, internal controls and risk management, mergers and acquisitions and CFO advisory. • Proven track record in business turnaround and process reengineering. Successfully reorganized and turned around a NASDAQ company, expanded its service offering, streamlined its operations, and produced two consecutive years of net profit. • Subject matter expert in anti-fraud controls, SOX and FCPA compliance and fraud risk management. Leveraging proven, risk-based compliance methodology, assisted clients in successfully adopting the 2013 COSO internal control framework, rationalized their key controls, remediated their significant deficiencies, strengthened their internal control environment, cured their FCPA violations, and implemented sustainable SOX and FCPA compliance plans.
  • View Bio

    Instructor

    Shimon
    Einhorn

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    Shimon Einhorn

    Bio
    Shimon is a partner with the New York CPA firm of S Einhorn and Company CPAs LLC. He is a CPA specializing in providing audit solutions to small-midsize accounting firms to update their audit practices to current standards based on current peer review standards, and to maintain consistency across all audits at the practice. In addition Shimon provides solutions for firms which are looking to move their audit practices to a paperless environment. Shimon also specializes in performing and managing audit engagements across various industries. He provides companies with solutions within their accounting department to be able to provide auditable evidence to their auditors. Shimon is a member of the Quality Control andPeer Review Committee of the New York State Society of CPAs. He consults with numerous accounting firms, helping them prepare for peer review. Shimon also performs peer reviews for a number of firms as well. Shimon is an alumnus of PriceWaterhouse Coopers LLP and Ernst & Young LLP. He is a contributing author of the Real Estate Investment trust Handbook. Shimon is a featured and frequent lecturer.
  • View Bio

    Instructor

    John
    Raspante

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    John Raspante, MST, CPA

    Bio
    John Raspante, CPA, CDFA, works directly with clients, providing risk management services to top-tier accounts. He also is responsible for developing and delivering McGowan Professional’s National Association of State Boards of Accountancy (NASBA) CPE programs. John is the former Director of Compliance and Risk Management and the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti he was employed by CAMICO Mutual Insurance Company as a loss prevention specialist and large account national advisor. John’s professional affiliations include memberships in the AICPA and six state accounting societies. He also serves on NYSSCPA’s Compilation and Review Committee, NJSCPA’s Editorial Board and the Accounting and Auditing interest group, and the National Conference of CPAs’ Ethics Committee. John is a frequent author and speaker within the accounting profession on issues relating to risk management.
  • View Bio

    Instructor

    Ed
    Esposito

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    Ed Esposito, CPA

    Bio
    Ed Esposito, a past Director of NYSSCPA, is a Forensic and Sustainability Accountant. He frequently lectures to CPA’s on sustainability accounting, which measures, analyzes, and reports an organization’s environmental, social and governance (ESG) impacts. Mr. Esposito is a member of the Sustainability Accounting and Reporting Committee of the New York State Society of CPA (NYSSCPA) where he has drafted all of their comment letters. He earned the Fundamentals in Sustainability Accounting (FSA) Credential from the Sustainability Accounting Standards Board (SASB) which is now part of the IFRS Foundation. Mr. Esposito owned an accounting firm specializing in forensic accounting and business valuation for 10 years. Mr. Esposito was frequently appointed as an expert witness by the Supreme Court of New York. Mr. Esposito was chair of the Business Valuation Committee, where he organized their annual conferences for 5 years. He was president of a luggage cart manufacturer for 25 years. Mr. Esposito started his accounting career at Coopers & Lybrand, now Price Waterhouse Coopers (or PWC), and is a graduate of Pace University.
  • The Peer Review session will provide insight into the latest comments coming out of recent peer reviews and how practitioners can best prepare themselves.
  • The Governmental Accounting Update will provide an overview of the many new governmental accounting standards and an update on GASB’s ambitious project that may change some key facets of reporting in the future.
  • The Not-for-Profit Update will review several significant accounting standards and discuss new standards to be implemented over the next few years.
  • The Sustainability Update will focus on the flaws in ESG Reporting, how private companies are promoting environmentally sustainable brands, and how Microsoft is complying with the proposed SEC rule on Carbon Accounting.

Learning Objectives

  • Upon completion of this course, you will be able to:
  • Gain valuable insights into recent peer reviews, preparing you for the intricacies of the process.
  • Stay abreast of the latest governmental accounting standards and understand the potential impact of GASB's ambitious project on reporting.
  • Navigate the evolving landscape of not-for-profit accounting by reviewing significant standards and anticipating upcoming changes.
  • Enhance your understanding of sustainability reporting, addressing flaws in ESG Reporting and learning from real-world examples, including how private companies promote environmentally sustainable brands and how Microsoft complies with the proposed SEC rule on Carbon Accounting."

Major Topics

  • The Peer Review session will provide insight into the latest comments coming out of recent peer reviews and how practitioners can best prepare themselves.
  • The Governmental Accounting Update will provide an overview of the many new governmental accounting standards and an update on GASB’s ambitious project that may change some key facets of reporting in the future.
  • The Not-for-Profit Update will review several significant accounting standards and discuss new standards to be implemented over the next few years.
  • The Sustainability Update will focus on the flaws in ESG Reporting, how private companies are promoting environmentally sustainable brands, and how Microsoft is complying with the proposed SEC rule on Carbon Accounting.

CPE Credits Available

NASBA 8
NYSED 8
4
Accounting (NASBA) - NASBA
4
Accounting (NYSED) - NYSED
4
Auditing (NASBA) - NASBA
4
Auditing (NYSED) - NYSED
0
Preparation Credit - Accounting (NASBA)
0
Preparation Credit - Accounting (NYSED)
0
Preparation Credit - Auditing (NASBA)
0
Preparation Credit - Auditing (NYSED)
0
Speaking Credit - Accounting (NASBA)
0
Speaking Credit - Accounting (NYSED)
0
Speaking Credit - Auditing (NASBA)
0
Speaking Credit - Auditing (NYSED)

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Accounting (NASBA)
  • Accounting (NYSED)
  • Auditing (NASBA)
  • Auditing (NYSED)
  • Preparation Credit - Accounting (NASBA)
  • Preparation Credit - Accounting (NYSED)
  • Preparation Credit - Auditing (NASBA)
  • Preparation Credit - Auditing (NYSED)
  • Speaking Credit - Accounting (NYSED)
  • Speaking Credit - Auditing (NASBA)
  • Speaking Credit - Auditing (NYSED)
  • SpeakingCredit - Accounting (NASBA)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA’s, management accountants, controllers, CFOs, and other financial managers

Provider

Foundation for Accounting Education

This event has ended.