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CEO Corner
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Dear Hannah,
You’ll still get the same quality learning and networking you have enjoyed at MAP over the past several years in a virtual environment, including roundtables, one-on-one time with solution providers and lots of fun (and tasty) surprises.
This year’s four-day conference was developed by firm leaders and is the perfect opportunity to learn from the experts and network with your peers. Managing partners and other firm leaders will examine effective strategies to lead staff in the “new normal,” identify opportunities to add value to clients and reach new levels of success for their firms in 2020 and beyond.
We will also introduce
customized tracks for emerging leaders and firm operations staff
— two groups who we know will benefit from the type of thought leadership provided at MAP. These personalized tracks will arm them with information on changes in the accounting industry and the latest trends so that they can help move their firms forward. We are also offering a
free exhibit hall pass
for members looking to connect with solution providers and browse vendor content but who do not plan to attend for CPE credit. Also new this year –
a link to the full conference recording will be emailed to attendees after the event, so you can watch all concurrent sessions!
Check out the agenda and register on our website.
Group pricing is available to firms who are sending multiple staff. Please contact us at 617.556.4000 for details.
I will miss seeing you all in person, and I will definitely miss losing a few bucks at blackjack, but I feel much better knowing that we are able to provide our valued members the important leadership tools we all need now more than ever.
Have a great weekend!
Amy Pitter
MSCPA President/CEO
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Featured Virtual Conferences
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Our Women's Leadership Virtual Summit is this month! Join us on Wednesday, October 28 to hear inspiring presentations from
Laura Gassner Otting,
founder and chief catalyzing officer at Limitless Possibility and a best-selling author,
Samantha Bowling, CPA, CGMA,
partner at Garbelman Winslow CPAs and
Elizabeth Byland,
professor and director at Virginia Commonwealth University. We'll also present our 2020 Women to Watch Award winners. A link to the full recording will be emailed to attendees after the conference. REGISTER
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Join us on Tuesday, November 10 for our Real Estate Virtual Conference! We'll be discussing tax legislative and policy outlooks, cash retention strategies for real estate investors, opportunity zones, the impact and importance of blockchain, a Boston planning update and much more! A link to the full recording will be emailed to attendees after the conference. REGISTER
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| Get Involved
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New to Industry Virtual Roundtable (10/15)
Did you recently leave public accounting for industry? Join us for our FREE New to Industry Virtual Roundtable. Earn one CPE credit while discussing:
- Ways to maintain your CPA license and track CPE;
- Transition challenges;
- Tools to expand your network; and
- How the MSCPA can help!
REGISTER
Please note:
A Zoom link will be provided to all registrants prior to the event.
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Regulated Investment Companies Committee Meeting (10/21)
Join peers from public accounting, asset managers and service providers for an update from the MSCPA Regulatory Investment Companies Committee!
Earn two CPE credits while discussing:
- An update from the Securities and Exchange Commission (SEC);
- The Deloitte fair value survey results; and
- The asset managers pre-election outlook.
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New! CFO/Controller Roundtable Series (10/30)
Join us on October 30 for a new series of roundtables designed for CFOs and controllers! Earn 2 CPE credits while discussing how you and your organization are responding to the challenges of the pandemic – what's working, what needs work and how can we help one another. Jennifer Elder, CSP, CPA, president of The Sustainable CFO,
will facilitate the discussion as a group and with structured breakout sessions. Don’t miss this unique opportunity to network with your peers and share ideas, tips and insights to help you, your business and your team grow! REGISTER
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Virtual Networking Event
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Join us on November 5 for a virtual happy hour! Sit back and enjoy craft brews and cheese pairings led by a craft beer expert from City Brew Tours. Network with fellow CPAs and accounting professionals as you identify the best tasting combinations from the comfort of your home. Cost is $50 for members and $70 for non-members. Your registration includes two craft beers, three gourmet cheeses, three chocolate treats and a koozie. All samples will be shipped to you prior to the event. The deadline to register is October 19.
Our virtual happy hour is sponsored by Brookline Bank and UMass Lowell Manning School of Business. REGISTER
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| Virtual CPE
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Basic Staff Training (10/19 - 10/20)
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| Identify the tools you need to improve efficiency, productivity and profitability! Get hands-on experience with workpapers, performing compilations and reviews, completing detailed audit tests and more. REGISTER
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Semi-Senior Staff Training (10/22 - 10/23)
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| Gain the skills and confidence you need to successfully handle small engagements while meeting the needs of both the client and the firm! You’ll also learn how to complete smaller audits, reviews and compilations and discuss analytical procedures, including drafting financials statements and footnotes, and improving your corporate tax knowledge. REGISTER
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The Eight Hour MBA - Key Concepts of Adding Value (10/26)
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| Learn the key elements and components of a traditional MBA while strategically improving business planning and decision-making, recognize how different business processes drive results, identify the effective use of key performance indicators and more. REGISTER
| Raffle Winners
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Congratulations to the 2020 Women's Golf Outing Raffle winners:
- Brenda Bianculli, CPA, Brenda M. Bianculli, CPA, LLC |
Charlie McAvoy autographed Bruins puck
- Shay Blanchette, CPA,
Babson College | One-night stay and breakfast for two at Foxwoods
- Megan Cavanaugh, CPA,
Baker Newman Noyes |
$250 gift card to Bella Santé Day Spa
- Jessica Greene, CPA,
Powers & Sullivan, LLC | $250 gift card to Bella Santé Day Spa
- Julie Lao, CPA,
KPMG |
$50 gift card for the Glynn Hospitality Group restaurants
- LeAnn Manning, CPA,
Floyd Advisory | 50/50 Raffle Winner
- Kate Minkkinen,
KPM |
David Krejci autographed Bruins puck
- Alexandra Rich, CPA, Acacia Communications, Inc. |
Prize: $150 gift card to Ruth's Chris Steak House
- Debbie Wennett, CPA
| $100 gift card to Seasons 52
Raffle proceeds benefitted the MSCPA’s Educational Foundation’s Scholarship Program. To make a donation and learn more about the Foundation, please click here.
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| Member News
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CRR CPA, Wakefield, announced that
DAVID RICHARDS, CPA and JOHN RIZZO, CPA presented at a Wakefield Lynnfield Chamber of Commerce Seminar on the SBA’s Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) Program on September 29.
EDELSTEIN & COMPANY LLP,
Boston, announced that effective October 1, the firm acquired
R.J. GOLD & COMPANY,
Burlington, a 15-person CPA firm led by
ROBERT GOLD, CPA.
LGA, LLP, Woburn, announced that
KARINE NOWICK
joined as an OMA senior and
BRIAN O’KEEFE
joined as a tax senior.
NEWBURG & COMPANY, LLP,
Waltham, announced that as part of the firm’s charitable and community initiatives, several employees assisted unloading of produce boxes, purchased by the firm from a firm client and donated to Charles River Health. The boxes ended up in the hands of families in need in Waltham and the surrounding communities. The firm also announced that:
- MICHAEL BENT
joined as a senior financial consultant;
- MEGHAN CONKLIN
joined as an executive assistant;
- KYLIE FINNERTY
joined as a staff accountant;
- The firm launched an initiative supporting their restaurant and hospitality clients by reimbursing staff who dine at any client establishments; and
- The firm is launching a program that will provide consulting and advisory assistance at no charge to inner-city, minority-owned businesses to assist them through these challenging times.
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Massachusetts 2020 Short Year - E-Filing
PPP Loan Forgiveness and Non-Deductible Expenses
Massachusetts Nonprofit - Audit Declination from AGO
Electing QEF for PFIC
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This week's Legislative Brief offers updates on
the White House and House democrats discussion on another potential round of federal relief,
this month's economic roundtable on the fiscal state of Massachusetts, how to request a ballot online and more.
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Audit Senior - KPM
Audit Manager/Affordable Housing/Seasonal (Remote Opportunity) - KPM
Associate Vice President, Finance/Accounting and Controller - Merrimack College
Senior Accountant (Tax and Audit) - Morris & Morris, P.C.
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Board Treasurer - Lyracle
Treasurer - Friends of Spy Pond Park
CPA - The Loop Lab
Treasurer - Prison Book Program
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Board Treasurer - Lyracle
Treasurer - Friends of Spy Pond Park
CPA - The Loop Lab
Treasurer - Prison Book Program
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