Spring, 2014
April 22, 2014
Westfield Bank
www.WestfieldBank.com
This program will explain the many ways that Identity Theft can happen and will provide information on how to protect you and your business from becoming a victim. The program will also cover the latest threats and schemes in the world of cyber fraud as well as ways to keep you, your information and your money safe and secure.
April 29, 2014
Ashley Mitchell, District Manager
Steve Lanzit, Sales Executive
ADP Small Business Services & Major Accounts
Molly.Baker@ADP.com
This seminar will help you identify key HR and economic challenges that companies are facing today, along with the most time-consuming HR activities. We will analyze critical business processes, address increasing administrative requirements and discuss how strategic HR management is critical to the success of the organization.
True Benefit
This update will help clarify questions concerning health care reform.
May 6, 2014
Royal LLP
www.RoyalLLP.com
This presentation will provide an overview of some of the most common wage hour law mistakes employers make. Even when mistakes are inadvertent, the consequences of not complying with wage hour law are costly. Learn how to avoid these mistakes and reduce your clients' risk of liability.
May 13, 2014
Dowd Financial Services LLC
www.Dowd.com
Affordable Care Act 101 - what the health care law means for small business. This program will highlight obstacles and opportunities ACA presents for small business. Topics will include the enhanced small business tax credit, Shop Market Places (Exchanges), shared responsibility requirements (50+ groups), and new self-employed provisions. The program will also integrate actual cost/benefits of using the new Shop Market Places.
May 20, 2014
Johnson Financial Group, LLC
Alison S. Perrin, CFP Investment Advisor
New England Financial Group, LLC
www.nefgllc.com
The challenges of establishing goals and determining "how much" will be addressed in this seminar.
May 27, 2014
James J. Dowd & Sons Insurance Agency
mlevin@dowd.com
Jon Borges, President, JBIT Solutions, LLC
jon@jbitsolutions.com
Data breach incidents are on the rise. The costs associated with data breach liability can be crippling to an organization. This presentation will focus on Cyber Risk Management practices. We'll explore exposures, Cyber Liability Insurance coverage and Cyber Security best practices that help to reduce exposures.
June 3, 2014
Sarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner. The course will enable you to:
1) understand the psychology of moral development and the foundations of ethical behavior.
2) explore some of the recent ethical cases and understand various approaches to ethical decision making.
3) understand the role of the public accountant as it relates to the expectations of the users of the information generated by public accountants.
Identity Theft & Cyber Fraud: How to Protect Yourself
Linda P. Swartz, CFCI VP, Security & Fraud InvestigationsWestfield Bank
www.WestfieldBank.com
This program will explain the many ways that Identity Theft can happen and will provide information on how to protect you and your business from becoming a victim. The program will also cover the latest threats and schemes in the world of cyber fraud as well as ways to keep you, your information and your money safe and secure.
April 29, 2014
Strategic HR & Its Impact on Thriving in this Economy
Molly Baker, District ManagerAshley Mitchell, District Manager
Steve Lanzit, Sales Executive
ADP Small Business Services & Major Accounts
Molly.Baker@ADP.com
This seminar will help you identify key HR and economic challenges that companies are facing today, along with the most time-consuming HR activities. We will analyze critical business processes, address increasing administrative requirements and discuss how strategic HR management is critical to the success of the organization.
Health Care Reform: Impact on Small Businesses
Stephen LeBlanc, Regional ManagerTrue Benefit
This update will help clarify questions concerning health care reform.
May 6, 2014
An Update on Avoiding Common (& Costly) Wage & Hour Law Mistakes & Pitfalls
Karina L. Schrengohst, Esq.Royal LLP
www.RoyalLLP.com
This presentation will provide an overview of some of the most common wage hour law mistakes employers make. Even when mistakes are inadvertent, the consequences of not complying with wage hour law are costly. Learn how to avoid these mistakes and reduce your clients' risk of liability.
May 13, 2014
Everything You Need to Know to Understand the Affordable Care Act
Kirk Mackey, PresidentDowd Financial Services LLC
www.Dowd.com
Affordable Care Act 101 - what the health care law means for small business. This program will highlight obstacles and opportunities ACA presents for small business. Topics will include the enhanced small business tax credit, Shop Market Places (Exchanges), shared responsibility requirements (50+ groups), and new self-employed provisions. The program will also integrate actual cost/benefits of using the new Shop Market Places.
May 20, 2014
Understanding Life Insurance, Estate Planning & Retirement Income Planning
William Johnson, Owner/CEOJohnson Financial Group, LLC
Alison S. Perrin, CFP Investment Advisor
New England Financial Group, LLC
www.nefgllc.com
The challenges of establishing goals and determining "how much" will be addressed in this seminar.
May 27, 2014
Cyber Liability Insurance & Cyber Security
Michael Levin, Account ExecutiveJames J. Dowd & Sons Insurance Agency
mlevin@dowd.com
Jon Borges, President, JBIT Solutions, LLC
jon@jbitsolutions.com
Data breach incidents are on the rise. The costs associated with data breach liability can be crippling to an organization. This presentation will focus on Cyber Risk Management practices. We'll explore exposures, Cyber Liability Insurance coverage and Cyber Security best practices that help to reduce exposures.
June 3, 2014
Professional Ethics (4 Hours)
Josephine Sarnelli, CPASarnelli@SarnelliCPA.com
This course satisfies the four-hour ethics requirement. The objective of this seminar is to expose the participant to the most important ethical concepts that influence accountants' decisions and activities as well as the decisions of others in business. The course will develop the student's ability to approach ethical issues in a logical and professional manner. The course will enable you to:
1) understand the psychology of moral development and the foundations of ethical behavior.
2) explore some of the recent ethical cases and understand various approaches to ethical decision making.
3) understand the role of the public accountant as it relates to the expectations of the users of the information generated by public accountants.