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April 27, 2010
The Truth, the Whole Truth and Nothing But the Truth … Maybe: Ethics in Accounting (4 Hours)
Jack Greeley, Executive in Residence Management Department
School of Business
Western New England College
jgreeley@wnec.edu
This presentation will explore ethical frameworks for decision making and apply
these frameworks to case studies through group discussions and feedback. NOTE:
This program will begin at 2:00 and will meet the 4-hour ethics requirement for
licensing.
May 4, 2010
Complying with the New MA State Data Privacy Laws
Kurt Baumgarten, Vice President Information Security
Peritus Security Partners, LLC
www.peritussecurity.com
Kurt Baumgarten will be speaking about the new Massachusetts Data Privacy Laws
and what they mean for your business and customers. Topics that will be covered
will include the provisions of the laws, the requirements that you need to meet,
the compliance process, enforcement and penalties, and best practices for secure
computing environments. Kurt will also talk about the most cost effective ways
to become compliant and maintaining that compliance annually.
May 11, 2010
I. The Life of a DOR Tax Case - From Audit to the ATB
II. Massachusetts Residency for Tax Purposes - Domicile and the 183 Day Rule
Rosemary Crowley, Esq., Doherty, Wallace, Pillsbury & Murphy, P.C.
www.DWPM.com
In the first presentation, the program will address the key documents, procedural
options and requirements as a case moves through assessment, abatement and then to
the Appellate Tax Board. The second portion will review the Massachusetts tax
residency law, applying the principals discussed in the first segment. We will
specifically look at how a domicile case progresses through the Department of Revenue.
May 18, 2010
How to Find and Forge Profitable Marketing Partnerships: Craft a 30-60-90 day action plan that parlays your unique value into a compelling offer for the clients you were meant to serve.
J. Sheldon Snodgrass, MBA
SteadySales.com
http://www.steadysales.com
This interactive workshop delivers the blueprint to sharpen your unique value
proposition (aka, why anyone should hire you), so you can harness one of the most
powerful tools in the marketing toolbox: Fusion Marketing Partnerships.
(Fu-sion, [fyoo-zhuh-n] - noun: "The joining together of two nuclei with the
simultaneous release of massive energy.
Perfect Pitch handout CPE forum.pdf
fusion marketing workbook CPE Forum.pdf May 25, 2010
Navigating Volatile Markets/Preservation Strategies-Absolute Return
Jim Scanlon, David W. Huber
Scanlon Group
www.ScanlonGroup.com
This program introduces all four strategies that should be discussed with clients:
Strategic, Tactical Constrained, Tactical Unconstrained & Absolute Return. They
can SAIL when the winds are up and ROW when they die down. Find out about
"Intelligent Movement" vs. "Dead-in-the-Water."
June 1, 2010
Remaining Union-Free In Uncertain Times
Attorney Timothy F. Murphy
Skoler, Abbott & Presser, P.C.
www.skoler-abbott.com
After decades of declining membership and relevancy, the Union movement is showing
signs of resurgence. This presentation will examine the impact of unionization, how
unions organize workers, and steps companies can take to reduce the risk of
unionization.