Organised by
THE
LARGEST FREE
ACCOUNTING
www.terrapinn.com/AccountingShowNY
& FINANCE
SHOW
TECHNOLOGY-IDEAS-SKILLS-
FOR ACCOUNTANTS &
FINANCE MANAGERS
FREE EXHIBITION Opening Times Wednesday, July 11 | 8:00 AM - 6:00 PM • Thursday, July 12 | 8:00 AM - 5:00 PM
100+ HOURS OF FREE CPE!
For the first time the Accounting & Finance Show’s CPE program is completely free to attend!
CPE credits are available for almost all of the sessions listed in our program – refer to the agenda
on for more.
Our speakers will be on the stage for either 50 or 25 minutes. 50 minutes are worth 1 NASBA/
New York State CPE credit. Two 25-minute sessions back-to-back are also worth 1 CPE credit –
you must attend both sessions consecutively to earn a credit. Check the on-site show agenda for
information on which sessions are paired together!
EVENT
This year, our CPE program is going digital – we’ll scan your badge on your way into the seminar
theater and send you your CPE certificates post-event. So don’t worry about the details – we’ll
take care of those so you can make the most of the education at the event!
FEATURES Credit hours of 50-minutes for 1 CPE credit are recommended in accordance with the Statement
on Standard for Continuing Professional Education (CPE) Programs published by the NASBA.
Terrapinn is registered with the National Association of State Boards of Accountancy (NASBA) as
a sponsor of continuing professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors
through its website: www.nasbaregistry.org/.
The New York Accounting Show is licensed and approved as a Sponsor by the State Board for New
York Public Accountancy and the license is number #001779.
As the program is free no refunds will be made available. For any other questions regarding CPE
please contact Terrapinn at 646-619-1776.
TO THE ACCOUNTING
& FINANCE SHOW NEW
YORK 2018
The Big Apple’s largest free conference and exhibition for modern, innovative, tech-
savvy accountants and business owners.
Practice Bookkeeping & The Finance
In 2018, we are transforming the show completely – from 2 tracks to 6 theaters full
of content, and from 12 speakers to 200! This year we’ll also be taking the show to
Management Payroll Director’s Summit
new heights at the marketplace of the world, the Jacob K. Javits Convention Center.
For the first time ever, our CPE program is completely FREE – and with over 100
hours of education to choose from, we guarantee you will leave with the credits,
the connections and the capabilities to transform your career in accounting and
finance.
Whether you are an accountant or bookkeeper in private practice or a finance
manager in a small business, this is the event for you. Choose from the 6 breakout
sessions.
Learn from expert teachers from firms as varied as Mazars, Grant Thornton, Ernst
& Young, EisnerAmper and KPMG. On the expo floor, prepare to be wowed by the
latest software solutions from the likes of Receipt Bank, Thomson Reuters, Wolters
Kluwer and Xero.
Read on for a full conference program, exhibitor directory and all the useful
information you’ll need to make the most of your two days at the show.
See you in July!
Aidan Brain
Head of Production
Terrapinn USA
E: aidan.brain@terrapinn.com
T: +1 646 619 1776
CONFERENCE
H IGHLIGHTS
With 25+ years of practice under his belt, Victor is a true Jody is a true visionary who runs her firm as a radical – having
accounting leader – being named CEO and Chairman of one of authored books such as The Radical CPA: New Rules For
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America’s top firms in 2015. He’ll kick off the Accounting Show The Future Ready Firm alongside her multiple speaking
with an exclusive Q&A keynote on how to innovate talent and engagements and CEO role. She’ll appear in all of our
technology in modern accounting. theaters, bringing her revolutionary zeal to everything from
wealth management to payroll.
Our keynote speaker Kelvin Joseph typifies the ambitious, The first ProAdvisor to complete the QuickBooks Online
upwardly mobile CPA experience, working at Ernst & Young Certification Exam, Stacy Kildal is known as the ‘QuickBooks
before becoming Steiner Sports’ CFO less than a decade after Queen’. Founder of her own firm and pioneer of her own podcast,
graduating. Now he’s COO and CMO of one of America’s she’s passionate about helping accountants and small businesses
biggest sports marketing agencies. on increase their bottom line through online and mobile tech.
Join her as she shows you how to get to ‘Inbox Zero’!
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INFLUENTIAL SPEAKERS www.terrapinn.com/AccountingShowNY REGISTER FREE
m
ASHOK RAJAN JODY GRUNDEN
VP Investments CEO
Janney Montgomery Scott Summit CPA Group
Accountants looking for a new service to integrate into their Not all business owners have the resources for an in-house
current portfolio should look at the world of finance and CFO, and not all CFOs have the bandwidth to handle all their
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specifically financial planning. With 28 years of Wall Street business. Enter Jody, a pioneer of the ‘Virtual CFO’ way of
experience under his belt, Ash Rajan is a prolific speaker on working – offering weekly long-distance meetings with clients
asset allocation, portfolio construction and high-net wealth on everything from cash flow to forecasting.
management.
Millennials are perfectly placed to take advantage of the new CFOs can make or break an accounting firm’s chances of future
world of accounting, if they make the right moves. Recruited growth. Mark knows this better than most - with over 30 years
by EY right after graduation, Jamila swiftly moved up the of experience as a controller and finance director at SEACOR,
ranks and became a manager by 27. By 35, she was made JP Morgan, Merrill Lynch and Bear, Stearns & Co. He’s making
wealth management partner and is an advocate for the young, the case for CFOs to embrace technology and become internal
aspirational face of modern business. evangelists in their firms.
INFLUENTIAL SPEAKERS
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JUSTIN HOPTON CAROLINE CIRAOLO
Senior Tax Associate Former Acting Assistant Attorney General, Tax Division
PwC U.S. Department of Justice
In an information-heavy world the modern accountant needs to A client in tax court is the worst-case scenario for any tax
understand data to make the right decisions. At PwC Justin uses preparer or CPA. Caroline, now a partner with Kostelanetz
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his expertise in tech automation and RPA software to create & Fink and a founder of its Washington, D.C. office following
efficient, automated solutions for powerful tax data visualizations. years in the DoJ’s tax division, focuses on controversial civil
He’s also a millennial, bringing the young professional’s tax cases from representation in sensitive audits to litigation in
perspective to data and tax. federal courts. She’ll bring attendees case studies from court
and infallible strategies for winning cases.
SIBI THOMAS
RICH LANZA Partner, Non-Profit,
Data Analytics – Director, Audit Methodology & Standards Government & Healthcare
Grant Thornton Marks Paneth
Fraud is everywhere, and sometimes it seems that technology Sibi has won widespread recognition for his auditing work in the
is making it harder, not easier, to detect. An expert in audit non-profit field, serving on the AICPA’S Not-for-Profit Entities
and fraud detection – awarded by the Association of Certified Expert Panel and being recognized by CPA Practice Advisor as a
Fraud Examiners for his research – Rich wrote the first ’40 under 40’ honoree.
book on practical applications of data analytics in an audit
environment and tried-and-tested techniques for overcoming
the threat of fraud.
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INFLUENTIAL SPEAKERS www.terrapinn.com/AccountingShowNY REGISTER FREE
ALEXANDER
m
BUCHHOLZ GAIL PERRY
Partner Editor-in-Chief
PKF O’ Connor Davies CPA Practice Advisor
Alexander was recently made Partner at PFK O’Connor Davies, Accountants know that time is money – and what there isn’t
one of the country’s premier accounting firms, where he is always enough of is time. The author of over 30 books on
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responsible for the development of the audit approach and accounting and finance, Gail will be drawing on her vast
supervision of auditing staff. At the Accounting Show, he’ll discuss reserves of experience to educate Accounting Show attendees
how healthcare and non-profit organizations form a particular on the steps they can take to manage their time and improve
challenge for auditors – and how to overcome it. their workflow practices for maximum value.
SANJIV SINGH
Director, Fintech/ MARK LI
Blockchain Advisory Group Bitcoin/Blockchain/Cryptocurrency Leader
KPMG BPM
Sanjiv leads a team working tirelessly to evaluate the Mark is one of the industry’s preeminent experts on blockchain
outcomes of blockchain in the market. He’ll participate in a and bitcoin, leading BPM’s extensive work with crypto clients.
panel discussion on the new world of fintech accounting. He’ll teach our audience how to handle security, standards and
success in all things crypto.
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INFLUENTIAL SPEAKERS www.terrapinn.com/AccountingShowNY REGISTER FREE
NKRUMAH PIERRE
Director, Business
Development & Friends DON FORT
of the Firm Program Chief, IRS Criminal Investigation
J
EisnerAmper Internal Revenue Service
Bucking the traditional stereotype of the antisocial accountant, Overseeing a worldwide staff of nearly 3300, Don leads the
truly successful CPAs these days are all about networking. IRS Division responsible for investigating criminal violations of
f
Nkrumah provides global sales strategy and advisory for the tax code. He’ll kick off day 2 of the show with an exclusive
EisnerAmper - but beyond this, he’s a “Master Connector” for insight into the elite team that makes up his division.
his clients, making strategic introductions that lead to lucrative
business opportunities.
It’s no longer enough to just be an accountant – to stay After many years working for the IRS, where she was responsible
ahead of the competition you need to find your brand. Few for many high profile national programs, including the tax aspects
accountants know how to carve out a niche better than of the Affordable Care Act (ACA), Frances now leads the tax
Joanne DelBalso. Owner of ‘No Fuss Accounting’ and ‘Be practice at Marks Paneth. She will discuss the complex realities of
Socially Awesome’, she’s been cultivating her brand through healthcare under the ACA and its future replacements.
video and social media for years.
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INFLUENTIAL SPEAKERS www.terrapinn.com/AccountingShowNY REGISTER FREE
DAMIEN GREATHEAD
VP Business Development
J
Receipt Bank
JIM MCGINNIS
EVP, General Manager, Medium & Large Firms
Wolters Kluwer Tax & Accounting
TECHNOLOGY THEATER
STACY KILDAL SEAN STEIN SMITH GREG LAFOLLETTE RACHEL WARD
Tech is revolutionizing accounting and financial Founder Assistant Professor Strategy Advisor Events Marketing Manager
management. Accountants, bookkeepers and finance Kildal Services Lehman College CPA.com Hubdoc
managers can now equip themselves with a powerful
range of value-adding tools. How can firms embrace this
transformation? How do CPAs keep up with the pace of
change? These are the questions our speakers will be
answering on our main stage Technology Theater, alongside
a quick-fire Tech Innovation Showcase where attendees will
see new software solutions in action.
TOPICS TO BE COVERED
• AUTOMATED ACCOUNTING
• DIGITAL STRATEGY
• BLOCKCHAIN & CRYPTOCURRENCY
• CLOUD ACCOUNTING
• CYBER SECURITY
• STREAMLINING TECH ADOPTION ANDREA PARNESS JAMILA ABSTON JACQUELYN TRACY JAKE LEHMANN
Owner Partner Founding Partner Managing Director
A Parness & Co CPA Ersnt & Young Mandel & Tracy Friedman Cyzen
TECHNOLOGY THEATER
DMITRI ALEXEEV ERIC SPANO DANIEL WINTERS SANDI SMITH LEYVA
Tech is revolutionizing accounting and financial CPA, Director, Corporate Tax Senior Strategy Consultant International and Bitcoin Tax President
management. Accountants, bookkeepers and finance BPM LLP Ernst & Young Compliance Accountants Accelerator
managers can now equip themselves with a powerful Global Tax Accountants
range of value-adding tools. How can firms embrace this
transformation? How do CPAs keep up with the pace of
change? These are the questions our speakers will be
answering on our main stage Technology Theater, alongside
a quick-fire Tech Innovation Showcase where attendees will
see new software solutions in action.
TOPICS TO BE COVERED
• AUTOMATED ACCOUNTING
• DIGITAL STRATEGY
• BLOCKCHAIN & CRYPTOCURRENCY
• CLOUD ACCOUNTING
• CYBER SECURITY
• STREAMLINING TECH ADOPTION DAN CHRISTENSEN JUSTIN PULGRANO SHAWN PARIKH JIM MCGINNIS
Director of Sales Development VP Business Development Vice President EVP General Manager, Medium &
Canopy Finagraph Entigrity Remote Staffing Large Firms
Wolters Kluwer
TECHNOLOGY THEATER
MARC SCHEIN TANYA HILTS BRIAN BROWNE
Tech is revolutionizing accounting and financial Founder Principal
National Co-Chair of Cyber Excellence
management. Accountants, bookkeepers and finance Marsh & McLennan Agency Tanya’s Bookkeepers Bootcamp Mazars USA
managers can now equip themselves with a powerful
range of value-adding tools. How can firms embrace this
transformation? How do CPAs keep up with the pace of
change? These are the questions our speakers will be
answering on our main stage Technology Theater, alongside
a quick-fire Tech Innovation Showcase where attendees will
see new software solutions in action.
TOPICS TO BE COVERED
• AUTOMATED ACCOUNTING
• DIGITAL STRATEGY
• BLOCKCHAIN & CRYPTOCURRENCY
• CLOUD ACCOUNTING
• CYBER SECURITY
• STREAMLINING TECH ADOPTION
TOPICS TO BE COVERED
• PAYROLL SOFTWARE
• ACCOUNTING FOR ECOMMERCE
• WORKFLOW & TIME MANAGEMENT
• LEASE STANDARDS
• CLOUD BOOKKEEPING
GAIL PERRY DENIZ APPELBAUM CHRIS HITSELBERGER JENNIFER TEMPLEMAN
Editor-in-Chief PhD, Professor of Accounting Managing Director COO
CPA Practice Advisor Montclair State University SourceHov Tax Jumpstart
TOPICS TO BE COVERED
• PAYROLL SOFTWARE
• ACCOUNTING FOR ECOMMERCE
• WORKFLOW & TIME MANAGEMENT
• LEASE STANDARDS
• CLOUD BOOKKEEPING
TOPICS TO BE COVERED
• CFO CAREER ADVICE
• CLOUD BUSINESS
• REVENUE GROWTH
• COST MANAGEMENT
• DATA & ANALYTICS
JACQUELYN TRACY JOSEPH DAMIANO DAN NELSON MARK FREUDENTHAL
Founding Partner Owner/Managing Partner CFO CFO
Mandel & Tracy Sax Outside CFO Mazars
TOPICS TO BE COVERED
• CFO CAREER ADVICE
• CLOUD BUSINESS
• REVENUE GROWTH
• COST MANAGEMENT
• DATA & ANALYTICS
TAX THEATER
HANA BORUCHOV KAREN TENENBAUM FRANCES MCKENNA MARC STROHL
Tax is, well, taxing. It’s the biggest headache for most Associate Attorney Tax Attorney Tax Director Principal
accountants, CPAs, business owners, employees and Tenenbaum Law Tenenbaum Law Marks Paneth Protax Consulting
lawmakers, never more so than in 2018. As the effects of the
Tax and Jobs Act begin to take shape, tax managers must
understand a whole new set of rules and regulations to serve
their clients correctly. In the Tax Theater, you’ll get up to date
on tax reform, sales tax, the IRS, auditing, estate planning and
more – making next year’s tax season as smooth as can be.
TOPICS TO BE COVERED
• TAX REFORM
• DATA & ANALYTICS
• INTERNAL AUDITS
• TAX FRAUD & COMPLIANCE
• SALES TAX
TAX THEATER
MARY- JO KRANACHER DENNIS LORMEL CHRIS TIERNEY JOHN D’AMICO
Tax is, well, taxing. It’s the biggest headache for most ACFE Professor or Fraud President Partner Director
accountants, CPAs, business owners, employees and Examination DML Associates Consulting Moore Colson Marks Paneth
lawmakers, never more so than in 2018. As the effects of the CUNY York College
Tax and Jobs Act begin to take shape, tax managers must
understand a whole new set of rules and regulations to serve
their clients correctly. In the Tax Theater, you’ll get up to date
on tax reform, sales tax, the IRS, auditing, estate planning and
more – making next year’s tax season as smooth as can be.
TOPICS TO BE COVERED
• TAX REFORM
• DATA & ANALYTICS
• INTERNAL AUDITS
• TAX FRAUD & COMPLIANCE
• SALES TAX
TAX THEATER
Tax is, well, taxing. It’s the biggest headache for most
accountants, CPAs, business owners, employees and
lawmakers, never more so than in 2018. As the effects of the
Tax and Jobs Act begin to take shape, tax managers must
understand a whole new set of rules and regulations to serve
their clients correctly. In the Tax Theater, you’ll get up to date
on tax reform, sales tax, the IRS, auditing, estate planning and
more – making next year’s tax season as smooth as can be.
TOPICS TO BE COVERED
• TAX REFORM
• DATA & ANALYTICS
• INTERNAL AUDITS
• TAX FRAUD & COMPLIANCE
• SALES TAX
TOPICS TO BE COVERED
• INTEGRATING ADVISORY SERVICES
• ALTERNATIVE INVESTMENTS
• ESTATE PLANNING
• LONG-TERM CARE
• FORENSIC FINANCIAL PLANNING
TAYLOR GRAY DANIEL MAZZOLA MELISA GALASSO JAMES BRESSINGHAM
Managing Director & Senior Investment Advisor Founder Senior Tax Director, Hoberman
Advisor American Portfolios Galasso Learning Solutions Goldstein & Lesser
Fieldpoint Private
TOPICS TO BE COVERED
• INTEGRATING ADVISORY SERVICES
• ALTERNATIVE INVESTMENTS
• ESTATE PLANNING
• LONG-TERM CARE
• FORENSIC FINANCIAL PLANNING
RONA LOSHAK NATALIE KARP GREGORY MATALON ROBERT BARNETT
Founding Partner Founding Partner Partner Tax Partner
Karp Loshak Karp Loshak Capell Barnett Matalon & Capell Barnett Matalon &
Schoenfeld LLP Schoenfeld LLP
TOPICS TO BE COVERED
• MARKETING & MEDIA
• ADVANCED NETWORKING
• RECRUITMENT & RETENTION
• VALUATION, MERGERS & ACQUISITIONS
• MILLENNIALS & DIVERSITY IN ACCOUNTING
TOPICS TO BE COVERED
• MARKETING & MEDIA
• ADVANCED NETWORKING
• RECRUITMENT & RETENTION
• VALUATION, MERGERS & ACQUISITIONS
• MILLENNIALS & DIVERSITY IN ACCOUNTING
TOPICS TO BE COVERED
• MARKETING & MEDIA
• ADVANCED NETWORKING
• RECRUITMENT & RETENTION
• VALUATION, MERGERS & ACQUISITIONS
• MILLENNIALS & DIVERSITY IN ACCOUNTING
BOOKKEEPING
TAX PREP
WORKFLOW
DATA ENTRY
ACCOUNTING &
FINANCE SHOW NY
DEMO ZONE
DAY 1 DAY 2
JULY 11 JULY 12
TOPICS TO BE COVERED
• INTEGRATING ADVISORY
SERVICES
• ALTERNATIVE INVESTMENTS
• ESTATE PLANNING
• LONG-TERM CARE
• FORENSIC FINANCIAL
PLANNING
TAX THEATER
SEMINAR HIGHLIGHTS DEMO ZONE
TOPICS TO BE COVERED
Alongside our Keynote Technology Theater, Accounting Show • TAX REFORM Technology is the future of accounting and finance. On the
attendees can choose from 5 highly-specialized seminar • DATA & ANALYTICS Accounting & Finance Show exhibition floor you’ll discover
theater tracks. These seminars are right in the thick of the • INTERNAL AUDITS a whole world of new applications, software solutions and
exhibition floor and accessible to all visitors. • TAX FRAUD & COMPLIANCE platforms to help power your business and your workflow.
• SALES TAX But it can be hard to visit every booth – so make sure to stop
by our Demo Zone, where the most innovative products will
be demonstrated live throughout the day.
Day 1
12pm-1pm | 4pm-5pm
DRAKE SOFTWARE BECKER HSBC ADP GRUNTWORX ENTIGRITY REMOTE STAFFING THE TAX BOOK PRANSFORM
Suite of tools for tax Provide a CPE catalog of 325+ Wide range of business banking Nationwide payroll and HR 1040 Tax Automation technology Off-shore staffing services for Updated daily, easy-to-search Reliable, cost-effective, and high
professionals including courses covering audit, tax, GAAP, tools and services for SMEs, from provider offering data, analytics, to help tax preparers increase accounting, finance and tax firms solution for accounting and tax quality outsourced accounting,
individual, business, federal, fraud and more across formats specialized checking accounts to compliance and general ledger productivity and profitability alongside back-office solutions research, including an online bookkeeping, tax-preparation,
state, payroll and office from self-study to webinars and small-business loans and credit interfacing through the cloud- through automated document and services. format with a government and payroll processing for CPAs
management software in-house instruction. cards. based Accountants Connect management and data entry. documents library. and bookkeepers.
program.
LIVE OAK BANK ASSOCIATED HCM ACCUMERA LLC SBA LOAN GROUP RIGHT NETWORKS ALLSTATE CORPORATE SERVICES TAXACT ALLIANCE COST CONTAINMENT
Offers financing for the End-to-end, single-source Company formation, business Automated process enabling Integrates current accounting- Handles business entity Scalable tax preparation Cost reduction services that
acquisition of accounting solution providing payroll and maintenance and document smaller niche businesses to gain based desktop and legacy formations and document filings software and e-filing options for allow all types of companies to
practices, seller note refinancing, tax filing, applicant tracking, retrieval service provider access to loans applications into the cloud in every state and jurisdiction practices of all sizes maximize operating revenue
debt consolidation, working onboarding, HR time tracking and save up to 40% in common
capital and commercial real and more expense categories
estate purchases
WILEY/AUDITFILE CHATA.AI JUSTWORKS ANALYTIX SOLUTIONS GLOBALFORCE INTERNATIONAL CANON AMBIR CETERA
Automates the audit process, Simple-to-use analytics and Integrated solutions for payroll, Single source provider of Specializes in M&A and helping Business and consumer imaging Enterprise-level business “We are the leading growth
from uploading the trial reporting tool that does your benefits, HR, and compliance integrated solutions across practices of all size grow their products including printers, solutions combining consultant for tax and accounting
balance to generating financial data ‘dirty work’ multiple functional areas and annual income scanners and binoculars, as well professional-grade ID card and professionals and CPA firms
statements disciplines as a range of digital compact and document scanners, paperless that are looking to successfully
SLR cameras forms, signature pads and digital integrate wealth management
imaging software into their practices.”
ACCOUNTING PLATFORMS AND SYSTEMS COMPLIANCE OUTSOURCING PARTNERS PENSION AND BENEFITS MANAGEMENT
Receipt Bank 311 Vcorp 306 Entigrity Remote Staffing 134 ADP 408
Right Networks 231 HSBC 237 Shape Integrations 302 Glide 249
AutoEntry 233 SBA Loan Group 210 OCR AND DATA ENTRY
JustWorks 251
WEALTH MANAGEMENT
Cetera 328
HD Vest 130
Canon 136
Hubdoc 112
Fujitsu 211
Glide 249
Ambir 316
SPONSORS
BY PROFILE
ACCOUNTING PLATFORMS AND SYSTEMS COMPLIANCE OUTSOURCING PARTNERS PENSION AND BENEFITS MANAGEMENT
Practice Ignition
JustWorks
WEALTH MANAGEMENT
Cetera
HD Vest
Canon
Hubdoc
Fujitsu
Wolters Kluwer
Ambir
FLOORPLAN
WEALTH
MANAGEMENT CAFE
THEATER
DEMO ZONE
BOOKKEEPING
&
PAYROLL
THEATER
Networking
Lounge
CAFE
TAX THEATER
You can use the app to set meetings, explore the agenda, familiarize
yourself with speakers and exhibitors and much more. Log into your
profile, update your details and get started. It’s that simple!
Business Matching at the event goes live four weeks before the show.
Note: Jujama respects your privacy and assures you that all of your personal contact information will be kept
confidential. Rest assured that no contact information will be shared via our platform.
EXHIBITORS
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REGISTER NOW
FREE EXHIBITION Opening Times Wednesday, July 11 | 8:00 AM - 6:00 PM • Thursday, July 12 | 8:00 AM - 5:00 PM