Spring, 2017
April 25, 2017
Larry Snyder
Bay Path University
lsnyder@baypath.edu
The security of an organizations data is critical; the accidental or intentional disclosure of proprietary data can be disastrous to an organization. Unfortunately, the standard security industry response is that technology is the panacea for all corporate data security ills. This session will help individuals become aware of the threats to their proprietary data and how to address them without budget busting technological solutions.
May 2, 20176
Timothy F. Murphy, Esq.
Skoler, Abbott & Presser, P.C.
www.Skoler-Abbott.com
tmurphy@skoler-abbott.com
This program will provide a quick survey of anticipated developments in state and federal law, including the potential impact of the new administration. A variety of topics will be addressed, including: the DOL Overtime Rule, I-9 and Immigration Issues, Labor Relations, Marijuana Laws, Paid Family Leave, and Equal Pay Issues.
May 9, 2017
Chris Bogren, Director
Retirement and Wealth Strategies
Jackson National Life Insurance
Chris.Bogren@jackson.com
This program will consider the current tax landscape. It will help in identifying stealth taxes and consider the importance of tax deferral.
CMC4979CEPPTV1115.pptx
CMC6587CEPPTV0716_(2).pptx
CMC9299CEPPTV0216_(5).pptx
May 16, 2017
Ira Bryck, President
Family Business Center of Pioneer Valley
www.fambizpv.com
ira@fambizpv.com
Hear about the several pieces of governance that improve conduct, strategy, understanding, communi-cation and satisfaction in a family business (… or any small business).
May 23, 2017
Kristen McGarry
Pacific Life
kristen.mcgarry@pacificlife.com
Learn which business clients might be a fit for each retirement plan type. In the second part of the program, learn how this can provide additional lifetime income for later in retirement, creating a "longevity hedge."
June 6, 2017
Douglas Beckerman
NexVue Information Systems
dbeckerman@nexvue.com
This session will talk about the evolution of Cloud accounting systems over the last 10 years. The focus will be on the technology of today and in the future that will drive your client's organizations.
June 13, 2017
Linda P. Swartz, CFCI, CCCI
VP Security and Fraud Investigations, Information Security Officer
Westfield Bank
lswartz@westfieldbank.com
In this training, the attendees will learn about the dangers of Phishing emails and their "anatomy," Spoofing, the Business Email Compromise Scam and Cyber Threats. Also addressed will be tips, tricks and miscellaneous information designed to protect people and their companies from falling victim to these ever-increasing threats.
Internal Controls for Information Security
Larry Snyder
Bay Path University
lsnyder@baypath.edu
The security of an organizations data is critical; the accidental or intentional disclosure of proprietary data can be disastrous to an organization. Unfortunately, the standard security industry response is that technology is the panacea for all corporate data security ills. This session will help individuals become aware of the threats to their proprietary data and how to address them without budget busting technological solutions.
May 2, 20176
Reading the Tea Leaves: What 2017 Employment Law Changes Might Bring
Timothy F. Murphy, Esq.
Skoler, Abbott & Presser, P.C.
www.Skoler-Abbott.com
tmurphy@skoler-abbott.com
This program will provide a quick survey of anticipated developments in state and federal law, including the potential impact of the new administration. A variety of topics will be addressed, including: the DOL Overtime Rule, I-9 and Immigration Issues, Labor Relations, Marijuana Laws, Paid Family Leave, and Equal Pay Issues.
May 9, 2017
Annuity Strategies, What You Make vs What You Keep & Estate Planning Essentials
Chris Bogren, Director
Retirement and Wealth Strategies
Jackson National Life Insurance
Chris.Bogren@jackson.com
This program will consider the current tax landscape. It will help in identifying stealth taxes and consider the importance of tax deferral.
CMC4979CEPPTV1115.pptx
CMC6587CEPPTV0716_(2).pptx
CMC9299CEPPTV0216_(5).pptx
May 16, 2017
What Family Businesses Need to do to Strategize & Communicate Clearly
Ira Bryck, President
Family Business Center of Pioneer Valley
www.fambizpv.com
ira@fambizpv.com
Hear about the several pieces of governance that improve conduct, strategy, understanding, communi-cation and satisfaction in a family business (… or any small business).
May 23, 2017
Small Business Retirement Plans Mean Big Business
Understanding (QLAC) Qualified Longevity Annuity Contracts
Kristen McGarry
Pacific Life
kristen.mcgarry@pacificlife.com
Learn which business clients might be a fit for each retirement plan type. In the second part of the program, learn how this can provide additional lifetime income for later in retirement, creating a "longevity hedge."
June 6, 2017
Cloud ERP - Today and in the Future
Douglas Beckerman
NexVue Information Systems
dbeckerman@nexvue.com
This session will talk about the evolution of Cloud accounting systems over the last 10 years. The focus will be on the technology of today and in the future that will drive your client's organizations.
June 13, 2017
Cyber Security Awareness
Linda P. Swartz, CFCI, CCCI
VP Security and Fraud Investigations, Information Security Officer
Westfield Bank
lswartz@westfieldbank.com
In this training, the attendees will learn about the dangers of Phishing emails and their "anatomy," Spoofing, the Business Email Compromise Scam and Cyber Threats. Also addressed will be tips, tricks and miscellaneous information designed to protect people and their companies from falling victim to these ever-increasing threats.