Stellar Marketing Efforts / Thought Leadership

WS+B Voices!

Wendy Terry, Partner and A&A Services Niche member, was a presenter and panelist at the AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update held in Washington, DC, December 4-5, sharing her knowledge during the “Accounting & Auditing Update” and “Expert Answers to Your Most Challenging Questions” panel. She was also part of the committee and assisted in the preparation of the event. Well done, Wendy!

Ed Mendlowitz, Partner and Partners’ Network Founder, gave insights of “How Warren Buffett Did It” at the holiday meeting of the Morris-Essex Chapter of Institute of Management Accountants on December 17. Very nice!

Joining Ed at the last Partners’ Network NYC presentation were Ray Russolillo, Partner and E&T niche member, and Bob Demmett, Partner and National Tax Services niche member, sharing on the topics of “Tax Updates,” “Year End Planning,” and “Solving the Two Biggest Problems Holding Back CPA Firms from Growing.” Great team work!

Jim Bourke, Partner and Technology Niche Practice Leader, presented to the NJSCPA/Hudson Community College members on December 16 on “The State of Technology.” He also presented a 4-hour “Technology Update” to the NJSCPA/SouthWest Chapter members on January 9. Excellent!

Linda Gnesin, Manager and Healthcare Services niche member, presented the monthly healthcare webinar on December 18 on the topic of “Year-End Employer Annual Payroll Reporting Requirements” to the firm’s clients and contacts. Great thought leadership!

Hal Terr, Partner and E&T Practice Leader, and Tony Panico, Partner and Healthcare Reform Advisory Team Leader, provided a 2-hour CPE presentation for WS+B client Crozer-Keystone Health System on December 18, presenting a Tax & Estate Update and then an update on the Affordable Care Act. Tremendous!

Rebecca Machinga, Partner and Real Estate Niche Practice Leader, is now President-Elect of CREW NJ (Commercial Real Estate Women of NJ) for 2015, with the officer installation held on December 11.  She will be serving as President of the organization in 2016.  Well done, Rebecca!

Finally, congratulations to Jim Bourke, who was recently informed he will be included in CPA Practice Advisor’s 2015 Top 25 Thought Leaders in Public Accounting The 25 recipients will be honored at the upcoming Thought Leader Symposium in Dallas, TX, in February.  Well deserved, Jim!

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