Marketing + Strategy / Stellar Marketing Efforts / Thought Leadership

WS+B Voices

  • Jim Bourke (Partner and Tech niche Practice Leader) presented on May 1 at the NYSSCPA tech conference on the topics of “Cyber Fraud” and “Protecting Client, Business & Private Data” at the Pennsylvania Hotel in NYC. He also presented on May 14 at the NJ Business & Technology Show on “Internet Security, BYOD and Cloud Computing” at the Meadowlands Expo Center.  Excellent!
  • Dave Dacey (Partner and ERISA niche Practice Leader), Diane McNulty (Partner and ERISA niche member) and Sheri Wronko (Senior Manager and ERISA niche member) presented two segments at NJSCPA’s “Audits of Employee Benefit Plans Conference” held on May 6.  Great niche teamwork!
  • Dave Springsteen (Partner and Practice Leader of WS+B’s National Tax Services Group) presented on various tax topics at the HLB Latin America Conference in San Juan, Puerto Rico, May 6-11.  How exciting!
  • Tony Nitti (Partner and tax columnist) visited the JP Morgan offices in NYC on May 7 as part of three-person panel covering the topic of, “Understanding the Net Investment Income Tax.” Directed to the firm’s executives and employees, other presenters included tax partners with PwC and Deloitte.  Well done, Tony!
  • WS+B was a big part of the NJSCPA North Jersey and Monmouth-Ocean Chapters’ Financial Professionals Group conference on May 8, with Barry Horowitz (Partner and SALT niche member) presenting on “State Taxation, Residency Requirements and Credit for Taxes Paid” and Sarah Cirelli (Marketing Manager) presenting on “Interactive and Digital Marketing Strategies.”  Very nice!
  • John Daly (Manager and SALT niche member) shared his thought leadership to the Baruch College accounting students, offering up a Nexus/Apportionment lecture on May 11.  John was invited by Ray Russolillo (Partner), who is a Baruch professor teaching a partnership tax course this semester.  So scholarly!
  • On May 13 and 14, Wendy Terry (Partner and ERISA niche member) was a co-presenter for two sessions on the topic “Fundamentals of ASC 820” at the 2014 Employee Benefits Practice (EBP) National Conference in Las Vegas, NV.  Terrific thought leadership!
  • WS+B was well represented at the May 14 Axiom Live seminar in NYC for architects and engineers, with Paul Gergel (Partner and Professional Services Practice Leader) presenting, “Should Your Firm be Considering a Mini-Captive Insurance Company?” and Sarah Cirelli (Marketing Manager) having a busy month presenting, this time on, “Social Media Marketing for Professional Service Firms.”  What a dynamic duo!
  • Bill Sansone (Partner and Professional Services niche Team Leader) was part of a panel discussion on Law Firm Management Finance Issues on May 15 at the NJ State Bar Convention at the Borgata.  Way to go, Bill!
  • The Healthcare Services niche team dominated the latest issue of NJ-HFMA’s Garden State Focus, with an article from Tony Panico (Partner and WS+B’s Healthcare Reform Advisory Team Leader) on “PPACA Update: Final Employer Shared Responsibility Regulations Issued”; Joe Perez (Partner and Healthcare niche member) appears with his article, “M&A Trends in Healthcare Today”; and Jennifer Safeer (Senior Manager and Healthcare niche member) contributing to the “Focus on Finance” column on the topic of, “Navigating the Schedule K-1 Form.”  Wow, well done, Healthcare team!
  • Richard Sobine (Manager) was selected for the latest Chapter Leader Profile for the Association of Certified Fraud Examiners (ACFE) Chapter News online newsletter for May 2014.  Rich is the current President of the ADFE Philadelphia Chapter.  Very nice representation for the firm, Rich!
  • WS+B’s representation on prestigious boards continues with the following notable efforts:
    • Congrats goes out to Kimberlee Phelan (Partner) who was recently elected as the Secretary of the National Board of NFP organization Learning Ally.
    • Kudos to Paul Kuhl (Senior Manager) who was recently elected as Vice Chairman of the MIDJersey Chamber of Commerce.
    • A shout out also goes to Kevin Fellin (Manager) who was elected as Treasurer of the Middlesex County Regional Chamber of Commerce.
    • Great job, Anupam Goradia (Manager), who was elected as a board member of the Central Jersey Chapter of the Institute of Internal Auditors.

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