Stellar Marketing Efforts / Thought Leadership

WS+B Voices

Kimberlee Phelan spearheaded and moderated the firm’s first ever Global Summit at the Harvard Club in NYC on October 21, coordinating a morning panel of HLB firm representatives from around the world, with Bill Hagaman representing the U.S.; and an afternoon panel of WS+B Industry specialists, including Bill Sansone, Brian Lovett, Taryn Bostjancic, Chris DeMayo and Dave Springsteen.  Receiving great reviews from our 100+ attendees, we will be holding it again next year, for sure!  Additional kudos to Tanina Besecker for her invaluable assistance with helping make the program a great success.

Kimberlee also presented on Financial Literacy for Women on October 12 at the Perfect 10 Pre-Race Party & Expo held at the Mercer County Park.  WS+B certainly supports women’s initiatives!

Congrats to Tony Nitti who recently learned that the feature article he wrote for Taxes Magazine last year, ‘‘Identifying Reverse Acquisitions and the Resulting Tax Consequences,’’ has been recognized by Bittker and Eustice, publishers of the most respected, most widely-used corporate tax treatise in America, with the article now referenced in all versions of their treatise as a resource for reverse acquisitions. Quite an accomplishment, Tony.  Well done!

Frank Boutillette and Ed O’Connell were presenters on October 8th at the Raymond James Financial Services-hosted CPE program, discussing, “New Clarity Standards for Audits/Common Mistakes on Financial Statements.”  Great team work!

Michael Serluco and Tony Panico were presenters at the NJ Healthcare Financial Management Association (HFMA) Annual Institute in Atlantic City October 10-11, presenting on the topics of Revenue Cycle Audits and Healthcare Reform Update, respectively.

Tony also presented at the NYC office’s premier Law Firm Finance Executives Roundtable on the topic of Healthcare Reform.  This program is the brainchild of Jake Weichholz and was a big it with attendees, who are eagerly planning the next one. Really great!

Ted Nappi was a panelist at the October 15 Monmouth University Planned Giving conference on “Living and Dying in NJ,” discussing estate and gift planning for same-sex couples.  Relevant and timely!

Dave Dacey’s ERISA Sunscreen video blog continues to receive many accolades, with his recent post, “Fidelity Bonding vs. Fiduciary Liability Insurance” being published in the latest e-newsletter distributed by… and is currently listed as the top feature link on their websiteVirginia Piccolo’s February 2011 article on ERISA Bonding Requirements makes a reappearance in this issue, too.  That’s niche expertise at its finest!

Dave also presented a half-day ERISA program for the Passaic County NJSCPA last month. Nice!

Bill Morrison, Tom Hoberman and Tom Reck presented their program, “Analyzing Tax Returns and Case Information Statements,” to the Bergen County Family Judges group on October 10, and then to the Somerset County Bar on the subject of business valuations on October 14.  Great team work!

Lew Bivona teamed with Saiber Law Firm’s Agnes Rymer on a Healthcare Reform Update on October 15 at the Saiber Conference Center, with a repeat performance on October 18 for the NJSCPA at the Eatontown Hilton.  Good job, Lew!

Jim Bourke presented the October 17 webcast hosted by Cygnus Business Media on, ”How to Increase Audit Quality and Realization.”  He also presented at the October 24 Iowa Society of CPAs conference on the topic of, “Technology Trends in the Future and Professional Issues Update.”  No geographic boundaries here!

By the way, here’s a shout-out to the Technology Niche members who have been so active the past few weeks, attending eight different networking events in the Metro area: Startup Jackpot; Tech Launch Demo Day; Launch Pad Long Island Pitch Night; Asbury agile; Israeli to NYC; NJTC Making Connections: Partnering for Technology Companies; Xero Roadshow; and Hatch Match 2013.  Their commitment to building brand awareness and developing new relationships within the tech industry is absolutely tremendous.  Well done, TEAM!

Lou Sandor was part of an accounting panel for the NJ & NY Chapters of the Construction Financial Management Association (CFMA) at its Educational Symposium held on October 22 in Secaucus.  Lou is recovering from hip replacement surgery, yet kept this commitment.  What a trooper!  Thanks, Lou!

Sarah Cirelli presented at the October 24 CAI-NJ conference in Atlantic City on the subject of… what else?… social media!  Held at the Revel Casino amphitheater, her program entitled, “Using Social Media to Supercharge Your Marketing,” was a big hit.  Congrats, Sarah!

Eric Strauss presented his program, “FASB Update, Financial Statement Reporting Changes and the Proposed A-133 Updates,” at the National Feeding America Finance, Technology & Human Resources Conference in Chicago, October 7-9; and also presented an A&A update webinar to Not-for-Profit and Healthcare clients on October 24.  Terrific job, Eric!

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