Stellar Marketing Efforts / Thought Leadership

WS+B Voices

Joan Kampo was a co-presenter at the Middlesex County Regional Chamber of Commerce Fall Business Summit, talking about “Managing Employee Performance.” Great job sharing your career expertise!

Ruben Cardona and Michael Serluco were panelists at the “Health Care: Achieving Health Equity” workshop last month, sponsored by the NYS Assembly/Senate Puerto Rican & Hispanic Task Force during its Fall Conference, which was held in San Juan and attended by over 200 individuals representing both state municipal and other government officials as well as representatives of not-for-profit organizations. Talk about geographic reach!

Karen Henderson was the author of last month’s Garden State Focus “Focus on Finance” column, discussing “IRS issues Final and Temporary Regulations on Excise Tax Return for Failure to Meet CHNA Requirements.” Good job!

Jim Decker represented WS+B in a 2-hour workshop for NJ not-for-profit organizations held on October 23, co-presented with the NJEDA, Sun Bank, Build With Purpose and VMC, discussing guidance and financing for not-for-profit building projects. Great relationship building!

Noel Capuano and Carleen Gaskin presented a CLE seminar on Business Valuations at the law firm of Giordano Halleran & Ciesla in Red Bank on October 30. Terrific!

Frank Boutillette gave a 2 hour presentation to the members of the NJSCPA Passaic Chapter on “Compilation and Review – A Revisit of SSARS” with a bonus on “Peer Review Issues” on November 5.

Bernie Leone presented on November 7 to the NYSSCPA Exit & Succession Planning Committee on Succession Planning Case Studies. Great thought leadership!

Mary Jane Cooper was among a distinguished panel of speakers at the “Women Rule! Inspiring Women Leaders to Be All They Can Be” conference on November 15, sponsored by the NJ Women Lawyers Association. The panelists were comprised of judges and attorneys who discussed what it takes to be successful, how they became leaders and the different hurdles they faced along their journey. Wonderful leadership!

Jim Bourke is out and about in recent weeks, presenting at the ThomsonReuter’s Synergy 2013 Conference in Miami Beach where he spoke on the convergence of cloud and mobile; the NJSCPA Inaugural Technology Conference on the topic of “Preparing for a Disaster”; and also at WSB’s Partner’s Network NJ, providing a Technology Update for the profession.

Speaking of which, the inaugural Partner’s Network New York (PNNY) meeting was a hit on November 14, with Ray Russolillo and Bob Demmett presenting on Year-End Tax Planning to NYC-based solo and small practitioners. Well done to all involved!

Marc Stein presented the November 27 webinar for HC and NFP clients on the topic of “Internal Audit: Evolving Role and Relationship with an Organization’s Risk Assessment and Internal Controls.” Terrific job, Marc!

Barry Shapiro and Barry Horowitz presented at the NJSCPA MultiState Tax Conference on November 19 on tax issues. Barry also discussed year-end tax planning to the Edison Network members at the December 5 networking event coordinated by Kevin Fellin.

Tom Hoberman and Tom Reck have been busy sharing their expertise, presenting on business valuation to the Morris County Judges on November 12. Additionally, Tom Reck was a guest speaker to the students of a matrimonial law class at Rutgers Law School in Newark, and Tom Hoberman presented on business valuation as part of a panel to the Morris County Bar Association on November 20. Great way to get the Withum name out to the right audiences!

Sarah Cirelli presented at Seton Hall University on November 5 on, “How to Use Social Media to Boost Your Entrepreneurial Efforts,” and also presented at the Middlesex Chamber Women’s Leadership Summit November 19 on the same topic. Well done!

Michael Serluco presented at the NJ-HFMA FACT committee meeting on November 19 on the topic of reimbursement; Scott Mariani was moderator the panel discussion. Great team work! By the way, Scott is presenting today at the Philadelphia Chapter HFMA Annual Tax Seminar on “Recommendations for Compliance Readiness Assessment for Section 501(r) Proposed Regulations.”

Tony Panico continues his rounds of presentations on providing a “Healthcare Reform Update,” sharing his expertise on December 3 with attorneys at the Genova Burns law firm. Bill Sansone provided intro remarks about the firm, having arranged this presentation.

Hal Terr and Ted Nappi presented their “Trust and Estate Update” for Investor’s Savings’ clients and attorney contacts on December 4; Bill Sansone also facilitated the program.

Congrats to the incredible WS+B Marketing Team, receiving four different awards at the annual Jersey Shore Public Relations & Advertising Association (JSPRAA) JASPER Awards Program held on November 21: a Gold Award for the Jump On It Viral Video; a Silver Award for Withum Week Of Caring; a Silver Award for the WS+B Superbowl Grid game for Referral Sources; and a Silver Award for the WS+B Tech Survey. We also shared a Silver award with web design company, Fifth Room Creative, for the WithumSmith+Brown Mobile Site. Congrats, Team!! So great to see your hard work being recognized.

A big shout-out to PWM’s Jim Ferrare, who has been bestowed the prestigious honor of being inducted into Research magazine’s 23rd Annual Advisor Hall of Fame. This eagerly anticipated annual feature has become a benchmark of excellence in the investment advisory industry and an example to all of the rewards that result from effort and integrity. Congrats, Jim!

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