DEERFIELD
GOLF
CLUB: 507
THOMPSON STATION ROAD, NEWARK,
DE 19711
INSTRUCTORS
Sharron
Cirillo: PA; president of the Delaware State Board
of Accountancy, member of NASBA and DAPA; manager
of a specialty practice in Middletown focused on small
businesses, forensic accounting and financial software
systems: This morning session, Ethics &
Professional Conduct for Delaware CPAs, is designed
to meet the specific ethics requirements for Delaware.
Look forward to an interesting discussion of current
Delaware Code, acutal cases, and practical applications of
the ever-changing ethical standards. This session will
satisfy 4 Delaware Specific Ethics credits and is approved
by the Delaware State Board of Accountancy.
Frank
A. Albero:
CPA; president of Albero & Albero; member of the
Delaware Society of CPAs, the Pennsylvania Institute of CPAs
and the American Institute of CPAs: In his session, Refocusing On
Reliability,
Frank
will provide
insight into what he believes the accounting profession can
do to improve its image by providing more reliable and
informative financial presentations. This
session will focus on small businesses and will include
information on the AICPA Reliability Task Force project.
He will provide an update on any recent accounting
and auditing developments, as well as a brief look at what
he sees on the horizon for the profession.
This topic
will satisfy 1 Auditing and 3 Accounting CPE Credits.
Steven
Bouchard,
AAMS:
financial consultant with Wells Fargo, former teacher
of investments and finance at the college graduate level.
Steve’s workshop, Business
Retirement Plans,
will explore the many facets of the Single
K plan, turn-key safe harbor plans, SEP and
SIMPLE Plans.
He
will compare and contrast the benefits and limitations of
each plan and offer you the opportunity to solve some real
life retirement plan dilemmas.
If you routinely assist business clients in choosing
a retirement plan, you won’t want to miss this session,
which qualifies for 4 Tax CPE credits.
Philip Reynolds: CPA; member of AICPA & Delaware Society of CPAs; 10 years experience in public accounting & in business valuation: Phil’s morning session, Fundamentals of Business Valuation, delves into the fundamental issues involved in setting values on small and mid size businesses. He will present step-by-step numerical examples of how to go about deciphering what a business is really worth. This morning session will satisfy 4 Accounting Credits.
THE
DELAWARE CONFERENCE, 170 E. MAIN
STREET,
SUITE 1, NEWARK,
DE
19711