Events

As an industry leader, McKonly & Asbury strives to keep you updated and in the know with several events scheduled throughout the year. Click on an event below to get more details.

Upcoming Events

2017 | Thursday, July 27
Webinar: 2017 Pennsylvania Tax Update

The presentation will provide an overview of the enacted 2017-2018 Pennsylvania State Budget, including a summary discussion of what tax items have been on the table for negotiation during the past few years. Other discussions will be subject to the budget being timely passed.

Past Events

Browse through our archive of past events.

2017 Events

2017 | Thursday, June 15
Webinar: Application of the New Revenue Standard

This webinar will provide a summary of key points of the new revenue standard, including updates from the AICPA’s revenue recognition task force. This presentation will include a discussion of the five steps of the new revenue model and application to various industries including construction, manufacturing, nonprofits and healthcare.

2017 | Thursday, June 1

Webinar: Tax Season Recap: Top 10 Stumbling Blocks for Business Owners

This webinar will focus on errors and corrections that we noted and identified with business owners through our year-end book keeping and tax return preparation services. We will focus on the top 10 most recurring errors and omissions we discover during our year-end work. We will focus on how these errors and omissions impact a business owner both through their business and with their personal taxes. We will also discuss how to avoid and correct these errors in the future to ensure protection of business assets and cash management.

2017 | Thursday, May 25
Webinar: Nonprofits & Fraud: Protecting the People You Serve

This presentation will highlight statistics for security and fraud of non-profit organizations. The webinar will also involve reviewing two non-profit case studies and the best practices that would have prevented a fraud or data breach event from occurring. We will look into how you protect your most valuable assets (employees, donors, the people you serve, etc.) and what it is that you have that fraudsters want. The webinar will give you information that you can use to start protecting your organization immediately.

2017 | Friday, May 19
Spring 2017 Affordable Housing Seminar

Our Spring 2017 Affordable Housing Seminar will feature a variety of topics and speakers! This seminar will feature recent news from PHFA, LIHTC acquisition/rehab issues, a panel discussion on bond deals and the 4% credit, a discussion on accounting for construction period/development costs, and an accounting technical update. This affordable housing seminar will run from 10am to 3pm and offers 4.25 CPE credits.

2017 | Thursday, April 6

Webinar: Human Resource Technology Trends for 2017

In a rapidly expanding digital age, the relationship between Human Resources and technology continues to grow closer. Technology continues to be the driving force behind changes to HR practices and industry experts predict glaring change in the near future; however, great opportunity lies ahead for employers to learn how to leverage this change and set up their talent and organizations for success. Recognizing the rapidly expanding prevalence of personal technology and increased numbers of millennials in the workforce, many employers must consider this cohort of “digital natives” when adopting HR technologies.

2017 | Thursday, March 23

Webinar: Legislative Update – What To Expect After The Election

During this past election there were many speculations on what tax reform would look like under the new President-elect. Now that the election and the inauguration have come and gone, what tax reform can we really expect? What impact will President Trump’s proposed tax reform really have? This webinar will answer those questions and take a deep dive into the potential tax reform, the legislative changes that will be taking place, as well as go over research and development credits and any expansions that may exist.

2017 | Thursday, March 9
Webinar: Ethical Dilemmas and War Stories: What Would You Do?

Ethical dilemmas are often recognized too late. The landscape for CPAs is more dangerous when clients or third parties push the boundaries. The traps are frequently difficult to perceive, and more dangerous if the accountant has started down the slippery slope of rationalization. This presentation will use CAMICO “war stories” and Loss Prevention “Hotline” inquiries to bring to life these traps and often overlooked ethical requirements. Requirements clarified will include the AICPA Code of Conduct, U.S. Treasury Circular 230 and the AICPA’s Conceptual Framework.

2017 | Thursday, February 23
Webinar: Cost Segregation and Tangible Property Repair Regulations

Cost Segregation is a tax strategy that identifies and classifies building component costs for federal tax purposes. The primary goal of Cost Segregation is to identify all property-related costs that can be depreciated faster (typically over five, seven and 15 years) or written off as a retirement. This webinar covers potential tax planning strategies with practical examples. Participants will be better able to identify tax saving opportunities and be in compliance with these new regulations.

2017 | Thursday, February 9
Webinar: Outside the Office: Mobile Security

More and more organization employees are required to work outside the office using tablets, laptops and smartphones. These technologies are causing profound changes in the organization of information systems and therefore they have become the source of new risks. Mobile technologies collect and compile an increasing amount of sensitive information to which access must be controlled to protect the privacy of the user and the intellectual property of the company. This webinar will discuss the risks faced by small to medium size organizations that require employees to work remotely. We will also discuss mitigation strategies.

2017 | Thursday, January 26
Webinar: Year End Income Tax Update: Past, Present and Future

During this webinar we will review the current status of the tax world for both business and personal tax. This webinar will dive into how we got to where we are at, what is going on now, and where we might be headed in 2017 and beyond. This presentation will also highlight new, proposed tax reform plans, how they differ from the current plans, and how they might impact both business and personal income tax.

2017 | Thursday, January 19
Webinar: Cybersecurity Frameworks and You: The Perfect Match

Information technology is a complex business, at best. While IT can provide amazing benefits, it still requires vigilance and diligence to ensure it is running correctly and that it is secure. A security framework can be an excellent tool to evaluate what you might be missing and confirm that what you are already doing is spot-on correct. This session will discuss the importance of using security frameworks and walk attendees through the NIST Cyber Security Framework to review how the framework functions, how to use a framework, and most importantly, how the use of a framework can and will benefit their organization.

2016 Events

2016 | Thursday, December 15
Webinar: Ethics, Integrity and Trust

This webinar will provide recommendations on how organizations can address the integrity and trust issues caused by employees who do not make decisions that align with the ethics of the organization. We will discuss differing ethical perspectives, business and professional ethics codes of conduct, and methods to implement the code throughout the organization. We will discuss various ethical decision making frameworks and how they can be applied in organizations.

2016 | Thursday, December 8
Security and Fraud Conference: You: The Beginning of Security

This conference will focus on sharing information related to maintaining security of data, funds, and reporting within the company and will also address preventing, detecting, and reacting to fraud within your organization. We are excited to have PNC Bank as a sponsor of this year’s conference!

2016 | Wednesday, November 16
Webinar: Emerging and Dynamic Trust Laws

This presentation will consider newly enacted progressive trust laws within the overall context of the vital importance of selecting proper trust jurisdiction in the wealth planning process. Concepts such as the community property trust, dynasty trust, directed trust, trust protector, family advisor, privacy, and trust taxation will be discussed in detail, with special focus on how these compelling modern trust planning tools have combined to render the United States both a worldwide tax and privacy haven for families across the nation.

2016 | Thursday, November 17
Business Seminar for Entrepreneurs

This conference will provide updates that matter to you and your business. Topics include business growth and management, business and personal tax update, overtime rules and other federal and state employee matters, and what’s new in Quickbooks. This seminar will also include a light breakfast, networking, and 4 CPE credits.

2016 | Monday, October 31
Nonprofit Conference: Pathways to Excellence

Register today for this year’s nonprofit conference, Pathways to Excellence! Our firm’s Nonprofit Team invites you to join us for this conference focused specifically on addressing the unique needs of the nonprofit sector. This year’s conference will discuss current trends, updates, and tools nonprofits need to know.

2016 | Thursday, September 29
Fall 2016 Affordable Housing Seminar

We are pleased to welcome back A.J. Johnson as our speaker for this seminar! Mr. Johnson will cover topics including acquisition/rehab deals and issues related to those deals such as rent up, qualified units, and the 120 day rule. Mr. Johnson will also spend time discussing tax-exempt bond financing and the intricacies of bond deals. Mr. Johnson will provide a brief legislative update related to low-income housing tax credits.

2016 | Thursday, October 20
Webinar: Trends in Food Manufacturing

This webinar will cover the latest financial trends of food manufacturers, including historical trends, industry outlook for the future, and mergers and acquisition activity. It will also address some important tips for pre-sale due diligence and the specific items you should be considering prior to a merger, sale, or acquisition.

2016 | Tuesday, September 27
Collaborate 2016 Conference

McKonly & Asbury’s Collaborate 2016 Conference will be held on Tuesday, September 27, 2016 at the Hershey Lodge! This fourth annual conference will feature a variety of topics and speakers that are being customized to past participant feedback, as well as what’s trending in the business community.

2016 | Thursday, September 15
Webinar: Estate Planning After the 2010 Tax Act

During this webinar the presenters will review typical estate planning issues for single and married persons that evolved after the 2010 Tax Act was passed. The 2010 Tax Act made major changes to federal estate tax laws. We will explore how the increased exemption amount affects existing estate plans, the continuing role for trusts, how the portability of the exemption amount can be used by married couples, and related planning issues.

2016 | Tuesday, August 30
Webinar: FLSA Overtime Rule Changes: Preparing for Compliance

The Department of Labor released its final rule on May 18, 2016, revising the overtime exemption regulations of the Fair Labor Standards Act (FLSA) and making as many as 4.2 million employees eligible for overtime pay. Workers classified as exempt but making $47,476 or less will now be eligible for overtime earnings effective December 1. The goal was to simplify and modernize the rules, making it easier for workers and employers to understand and apply them. The salary threshold update was to preserve the original intent of the FLSA in offering overtime protection to those who qualify. Click the link above to learn more about this webinar.

2016 | Thursday, July 21

Webinar: PA Tax Update: The Budget, Legislation, and Sales Tax Refunds

This presentation will provide an overview of the 2016-2017 Pennsylvania State Budget, including a summary discussion of what tax items have been on the table for negotiation during the budget process over the past 18 months. Other discussions will be subject to the budget being timely passed.

2016 | Thursday, June 16

Webinar: Not-for-Profit Organizations: The Accounting Updates You Need to Know

This presentation will provide attendees with an overview of significant accounting, tax, and compliance developments that are impacting the not-for-profit community. Information shared during the webinar will be beneficial to not-for-profit employees, service providers, and board members.

2016 | Tuesday, May 24
Webinar: Retirement Plan Accounting: A Sponsor’s Perspective

This webinar will provide a 401(k) and pension plan accounting and auditing update for plan sponsors including management, accountants, and Human Resource professionals. In addition, the presentation will provide an update on recent Employee Retirement Income Security Act (ERISA) criminal cases, the outcomes of those cases, and the prosecution.

2016 | Thursday, April 21
Webinar: Financial Management Skills for the Entrepreneur

This webinar will provide a foundation for entrepreneurs to properly manage their business’ growth and to position them and their business for future success. This webinar will touch upon a number of aspects that all entrepreneurs need to keep on their “radar” outside of top line revenue growth.

2016 | Thursday, March 17
Webinar: Millennials in the Workplace

This webinar will explore the defining characteristics of the Millennial generation and how companies can utilize this information to successfully attract, recruit, and retain these employees. As employers create a culture that supports this generation’s need and desire for career growth and advancement, best practices will be examined in areas such as recruiting, onboarding, training, and performance management.

2016 | Thursday, February 18
Webinar: Building Successful Employee Relationships: A Cornerstone to Fraud Prevention & Risk Management

This webinar will be hosted by McKonly & Asbury members David Hammarberg (Principal) and Samuel BowerCraft (Senior Manager), with featured guest Eric Stark, Partner at Cipriani & Werner PC. This presentation will review the risks related to employee hiring and retention and how the potential risks can impact an organization. This webinar will also discuss fundamental best practices related to the employee hiring and management process. There will also be a discussion around recent legislation regarding what employers can and cannot do during the hiring process, or how the process should be handled to avoid any legal problems.

2016 | Thursday, January 21
Webinar: Tax Update: 2016 and Beyond

This webinar will be hosted by McKonly & Asbury members Mark Heath (Partner) and Ryan Rutt (Senior Tax Manager), and will focus on legislation that Congress has passed that effects 2015, 2016, and beyond. This presentation will be two hours long and will offer two CPE credits. The presentation will focus on tax law updates for both businesses and individuals that are expected to be passed. The discussion during the webinar will feature information on both sides, as they are often interdependent. The webinar will also touch on the tax policies of some of the 2016 presidential candidates and how these policies will impact you and your organization.

2015 Events

2015 | Thursday, December 17
Webinar: Year End Accounting Standards Update

This webinar will be hosted by Janice Snyder, Partner at McKonly & Asbury, and will examine the recent activity of the Financial Accounting Standards Board (FASB) and the changes that they have made over the past year. This presentation will also provide a year end update of the technical accounting standards (ASU’s), proposed standards that are in Exposure Drafts (ED’s), and the projects of the FASB going forward.

2015 | Thursday, November 19
Webinar: Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs

This webinar will focus on taxation of trusts among the states and discuss a developing trend in the case law that supports the fact that “resident trusts”, trusts established in a jurisdiction that does not tax retained income in trust, can no longer be taxed by the home state (the state where settlor or beneficiaries reside) and, to do so, violates the Commerce Clause of the United States Constitution. In light of this trend, and recent Private Letter Rulings issued by the IRS, specific planning strategies will be discussed and analyzed.

2015 | Thursday, November 5
Nonprofit Conference: Pathways to Excellence

Finance Excellence from Janice Snyder, Partner and Jim Shellenberger, Senior Manager with McKonly & Asbury
Board Excellence from Una Martone, President and CEO of Leadership Harrisburg Area
Panel discussion on Organizational Excellence with Joe Arthur, Executive Director of the Central Pennsylvania Food Bank; Kathleen Pavelko, President and CEO of WITF; and Bill Kepner, President and CEO of United Disabilities Services

2015 | Thursday, October 22
Webinar: Year End Construction Industry Update

This presentation will provide construction and construction related entities an update on the status of various financial and tax topics as well as review of economic and industry trends. The webinar will be hosted by senior leaders of the McKonly and Asbury construction practice. A tax update related to year end tax extenders and current legislation with federal and state tax topics will be discussed. There will also be a financial statement planning discussion around current and proposed changes in GAAP and financial reporting that construction entities need to plan for and be aware of. Finally, there will be a review of current economic indicators and future trends to help assist construction entities with business planning and forecasting.

2015 | Wednesday, October 7
Business Seminar for Entrepreneurs

Fraud, A&A and Tax Update from McKonly & Asbury
Affordable Care Update from ADP
Business Enterprise and Operating System Models for Entrepreneurs by Cargas Systems

2015 | Thursday, September 24
Fall 2015 Affordable Housing Seminar

A. J. Johnson from A. J. Johnson Consulting Services, Inc. will be joining us to present a full day of information. A. J. will cover topics including: eligible and qualified basis, applicable fraction, credit calculation (including first year calculation), placed in service issues, the Next Available Unit Rule, and mixed income properties.

2015 | Thursday, September 24
Webinar: Employer Obligations Under the Affordable Care Act

The presentation will concentrate on employers with 50+ employees and focus on the following: What is an “Applicable Large Employer”; Calculating the number of fulltime employees eligible for coverage and how to determine when coverage begins; Measurement periods for on-going and variable hour employees; Does their health plan provides “minimum” and “affordable coverage.”

2015 | Wednesday, September 16
2015 TRENDS Symposium

McKonly & Asbury’s 2015 Trends Symposium will feature insurance and fraud topics relevant to a diverse group of attendees. You won’t want to miss our general sessions on Cyber Fraud; Computer Forensics; Tax; Risks; and a FBI Update. In addition, attendees will be able to choose breakout sessions that range from Actuarial Updates, Fraud and IT Risk Assessments, Risk Focused Financial Examinations Updates, and Ethics.

2015 | Thursday, September 10 | 2:00PM-3:00PM
Webinar: Life Insurance: Trends, Tips, & Review

Presenter(s): McKonly & Asbury’s Greg Lowe along with 1802 Insurance’s Donna Wanamaker, Mark Pulaski, and Rachel Lower.
Topics: Overview of trends in insurance in non-qualified plans, keyman protection and buy-sell funding, insurance buying tips with advantages and disadvantages, and the importance of reviewing a life insurance policy periodically and what to look for during a review.

2015 | Thursday, August 20 | 2:00PM-3:00PM
Webinar: Tweet, Follow, or Get Out of the Way: What Every Employer Needs to Know About Social Media and Related Legal Claims

Presenter(s): Greg Lowe with McKonly & Asbury and Todd Shill with Rhoads & Sinon
Topics: Overview of the many employment law issues implicated by an employee’s use of social media, including discrimination and harassment, and an employer’s response (or failure to respond) to such use.

2015 | Thursday, July 30 | 2:00PM-3:00PM
Webinar: Pennsylvania Tax Update

Presenter(s): McKonly & Asbury’s Jason Skrinak and Michael Eby
Topics: Ensuring proper Pennsylvania tax compliance; Being aware of recent tax positions being taken by Pennsylvania; Understanding recent Pennsylvania Department of Revenue initiatives.

2015 | Tuesday, July 14 | 2:00PM-3:00PM
Webinar: Cloud Accounting

Presenter(s): Greg Lowe with McKonly & Asbury and Mike Yeager with Cargas Systems
Topics: The difference between true cloud solutions and hosted accounting solutions; Multi-tenancy and why it is important; Why growing companies are adopting cloud accounting solutions; How business insight from your accounting solution can facilitate growth; and Business intelligence and how you should be able to access your important financial information anytime from any device.

2015 | Thursday, June 25 | 2:00PM-3:00PM
Webinar: Sales and Use Tax: A Different Approach

Presenter(s): McKonly & Asbury’s Jason Skrinak and Michael Eby
Topics: Understanding the advantages of having an expert review your company’s sales and use tax transactions; awareness of opportunities that potentially exist for obtaining refunds of sales and use tax already paid by your organization; learning more about the ins and outs of sales and use tax.

2015 | Friday, June 19 | 10:00AM-3:00PM (Registration begins at 9:30 AM)
June 2015 Affordable Housing Seminar

Presenter(s): Gary Dubas and Jim Shellenberger with McKonly & Asbury; Judy Crosby, Esq. from Kutak Rock; Holly Glauser from the Pennsylvania Housing Finance Agency; PHFA; Jonathan Bowser and Mary Kuna of the Cumberland Area Economic Development Corporation
Topics: Tax Credit Hot Topics; LIHTC News From PHFA’s Perspective; Qualifying Units in an Occupied Rehabilitation Development; Financial Statements from PHFA’s Perspective; Affordable Housing in Cumberland County; Audit Update

2015 | Thursday, May 14 | 2:00PM-3:00PM
Webinar: Professional Ethics: The Three Monkeys in the Room

Presenter(s): McKonly & Asbury’s Elaine Nissley
Topics: Understanding the theory of ethics; Understanding personal ethical perspective; and Relating ethics and the social contract to behavior.

2015 | Thursday, April 23 | 2:00PM-3:00PM
Webinar: How to Avoid 401(k) and Pension Plan Disasters

Presenter(s): McKonly & Asbury’s Dan Sturm, Danielle Guinter, and Shalane Cohen
Topics: Discussion of recent IRS and Department of Labor 401(k) and pension plan investigations; Learn how you, your management, and your HR team can prevent some of the costly mistakes associated with running your 401(k) and pension plans; Learn the steps to take when sponsoring a retirement plan to avoid problems down the road; Learn what to do when you come across a problem that has already happened.

2015 | Thursday, March 26 | 2:00PM-3:00PM
Webinar: Recruiting Top Talent in 2015

Presenter(s): McKonly & Asbury’s Greg Lowe and Holly Kressler
Topics: What trends are we seeing in the current mid to upper level job market that impact recruiting and retention? What are the best practices utilized in today’s environment to locate and successfully recruit new talent? What steps can be taken to increase the probability of long term “fit” and “match”? What are the pros and cons to outside recruiting?

2015 | Thursday, February 19| 2:00PM-3:00PM
Webinar: How Fraud Risk Assessments Fit in Your Organization

Presenter(s): McKonly & Asbury’s Janice Snyder, David Hammarberg, and Sam BowerCraft
Topics: Understanding of the fraud triangle and how “perceived” pressures and opportunities may or may not be real but can influence the occurrence of fraud; Attendees will understand what needs to be done in their organization to reduce the risk of fraud; Talking points regarding the benefits of a fraud risk assessment facilitated by a third party to upper management.

2015 | Thursday, January 22| 2:00PM-3:00PM
Webinar: Year End Tax Legislation – How Will This Affect You?

Presenter(s): McKonly & Asbury’s Dan Matarrese, David Riley, and Ryan Rutt
Topics: Examine and analyze the details of the year-end tax initiatives passed by Congress and how that will affect businesses and the individuals connected to them. The webinar will specifically consider the following areas: Clear updates on year-end tax legislation; provide guidance on 2014 and 2015 fixed asset rules; and provide guidance on individual tax law, including how the pending legislation will affect the viewer.

2014 Events

2014 | Tuesday, November 18| 2:00PM-3:00PM
Webinar: Not Your Grandfather’s Corporate Trustee: Modern Trust Laws and the Resurgence of the Corporate Trustee

Presenter(s): David Warren, President and CEO with Bridgeford Trust Company and Tyler Wenger with McKonly & Asbury
Topics: Discuss the differences between corporate and individual trustees, the individual trustee bias among some advisors, and what planners should consider in making recommendations in the planning process; examine modern trust laws such as directed trusts, asset protection, decanting, and the trust protector concepts; discuss important factors to consider when selecting a corporate trustee such as situs selection, independence, and fees.

2014 | Wednesday, October 15| 2:00PM-3:00PM
Webinar: Professional Ethics: An Introduction to the Revised Code of Professional Conduct

Presenter(s): Mike Hoffner, Partner with McKonly & Asbury and Dan Sturm, Principal with McKonly & Asbury
Topics: Introduce the structure and background of the new AICPA revised Code of Professional Conduct; Provide information on how the AICPA derived the new format; Offer a roadmap of next steps expected from the AICPA on this topic.

2014 | Thursday, September 25 | 2:00PM-3:00PM
Webinar: Direct to Employer-Dealing With Narrow Networks in the ‘New Exchange World’

Presenter(s): Suzanne Sentman, Human Resources Director, with McKonly & Asbury and Ernie Tsoules, Partner with Rhoads & Sinon
Topics: Understand the context of the development of provider networks and direct to employer relationships in the new world of health care reform and health care exchanges; Learn the business models being used by employers and providers to implement direct to employer relationships; Address the legal and regulatory issues that must be considered in developing DTE provider arrangements

2014 | Thursday, September 18
Fall Affordable Housing Seminar

Presenter(s): A.J. Johnson with A.J. Johnson Consulting
Topics: Calculating eligible and qualified basis, calculating the applicable fraction, and calculating first-year credits.

2014 | Thursday, August 21 | 2:00PM-3:00PM
Webinar: 2014 Tax Update

Presenter(s): Dan Matarrese, Senior Manager and Ravi Kanani, Senior Accountant with McKonly & Asbury
Topics: Changes in our tax system for 2014; planning opportunities; IRS statistics

2014 | Thursday, July 24 | 2:00PM-3:00PM
Webinar: Pennsylvania 2014 Budget and Corporate Tax Update

Presenter(s): Jason Skrinak, Principal and Michael Eby, Manager with McKonly & Asbury
Topics: 2014 Pennsylvania budget; Corporate tax update

2014 | Wednesday, June 18 | 2:00PM-3:00PM
Webinar: How to Sell Your Business, Part 2: Issues to Consider During and After the Close

Presenter(s): Kurt Trimarchi (Partner) from McKonly & Asbury; Bob McCormack and Katie Smarilli from Murphy McCormack Capital Advisors; David Warren from Bridgeford Trust Company
Topics: Closing and post-sale considerations; Three keys to success during the selling and post closing process: Calculation, Control, and Communication.

2014 | Thursday, June 5
Spring Affordable Housing Seminar

Presenter(s): Holly Glauser, Director of Development at PHFA; Dave Evans, Principal with Evans Multifamily Services LLC; Judy Crosby, Esq. and Terry Harris, Managing Partner with McKonly & Asbury
Topics: Recent low-income housing tax credit news from PHFA’s perspective; Year 15 tax credit compliance expiration and investor exit strategies.

2014 | Wednesday, May 28 | 2:00PM-3:00PM
Webinar: How to Sell Your Business, Part 1: Pre-Sale

Presenter(s): Kurt Trimarchi (Partner) and Eric Blocher (Principal) from McKonly & Asbury; Bob McCormack and Katie Smarilli from Murphy McCormack Capital Advisors
Topics: Understanding the “why” of the sale; The importance of early planning; Ins and outs of due diligence; How to increase the value of your business; Details of the Letter of Intent (LOI); Value of confidentiality

2014 | Wednesday, May 21 | 8:00AM-4:30PM
Collaborate 2014 Conference

This second annual conference features a variety of topics and speakers, including group sessions and breakout sessions for you to choose from.
Highlights of our Collaborate 2014 Conference include:
- Sessions focusing on current issues that attendees face every day
- Keynote address from alliantgroup’s experts, Dean Zerbe, former Senior Tax Counsel to the U.S. Senate Finance Committee, and Mark Everson, former IRS Commissioner
- A variety of topics including an economic outlook; legal, healthcare, tax and audit updates; and much more
- 7 Continuing Professional Education Hours
- Breakfast, lunch, and networking
- Reception after the day’s sessions featuring food, drinks, and a drawing with the opportunity to win an iPad mini!

2014 | Thursday, April 24 | 2:00PM-3:00PM
Webinar: Current 401(k) Trends and Risks

Presenter(s): Dan Sturm (Audit Principal) along with fellow speakers Shalane Cohen (Senior Audit Manager) and Danielle Guinter (Audit Manager) from McKonly & Asbury.
Topics: We will look at current trends and risks related to employer sponsored 401(k) plans. The discussion will include current fiduciary, accounting, and fraud/risk trends that will assist management in planning for 2014 regulatory filings.

2014 | Thursday, March 20 | 2:00PM-3:00PM
Webinar: Risky Business: Navigating the Legal Aspects of Social Media in the Workplace

Presenter(s): Suzanne Sentman, Human Resource Director, and Reed Horanburg, Senior IT Consultant, with McKonly & Asbury; Todd Shill, Partner and Employment Law Specialist from Rhoads & Sinon LLP
Topics: Find out about the latest social media usage trends; Get advice on how to properly monitor employees online; Learn to strategically use social media in the hiring process; Get updates on noteworthy developments in employment law; and Find out “what is safe” for employees and get numerous “best practices” tips for employers.

2014 | Thursday, February 20 | 2:00PM-3:00PM
Webinar: Fraud – Not ‘If’, But ‘When’

Presenter(s): Janice Snyder, Audit Partner with McKonly & Asbury, David Hammarberg, Certified Fraud Examiner with McKonly & Asbury, and Joseph Krzywicki, Senior Vice President, Market Manager at PNC Bank
Topics: Understand the lessons learned from over 50 combined years of fraud experiences. Learn how good processes and internal controls can protect not only your organization, but also you as an individual. Obtain some practical tips on how you might prevent fraud in the future. Remember, it is not a question of “IF” fraud will occur in your organization, it is a question of “WHEN”. Are you prepared?

2014 | Thursday, January 23 | 2:00PM-3:00PM
Webinar: Cover Your Assets

Presenter(s): David Warren, President & CEO of Bridgeford Trust Company
Topics: Definition of Asset Protection Trust; Factors that make some Asset Protection Statutes Better Than Others; Comparison of Asset Protection Statutes/Jurisdictions Across the Country; Specific Uses for Asset Protection Trusts in the Wealth Planning Process; Consider Whether there is a Legal Duty to Place Use an Appropriate Jurisdiction for Asset Protection Planning

2013 Events

2013 | Thursday, November 14 | 2:00PM-3:00PM
Mitigating Taxes for Contractors: Section 460 Application Webinar

Presenter(s): Lisa White, Senior Manager and Chris Care, Staff Accountant with McKonly & Asbury
Topics: IRC Section 460; determining when the large contractor rules apply; how to calculate the percent complete for tax purposes; opportunities for tax planning and savings.

2013 | Thursday, October 17 | 2:00PM-3:00PM
Fraud Prevention and Detection: Surprise Fraudsters Before They Surprise You Webinar

Presenter(s): Sam BowerCraft, Senior Manager and Dave Hammarberg, IT Director with McKonly & Asbury
Topics: How to prevent and detect fraud using uncommon techniques; a focus on techniques that can be used by any size business to detect fraudsters.

2013 | Thursday, October 10 | 2:00PM-3:00PM
Interest Charge – Domestic International Sales Corporation (IC-DISC) Webinar

Presenter(s): David Ji, Senior Managing Director, alliantgroup with host Mark Heath, Partner with McKonly & Asbury
Topics: A break down of the complexities of the export incentive for companies whose products and services are used outside the U.S.

2013 | Thursday, September 26 | 2:00PM-3:00PM
The Patient Protection and Affordable Care Act – Focus on the Public and Private Exchange Marketplace Webinar

Presenter(s): Kent Evans, Vice President / Human Capital Consultant with Willis of Delaware, Inc. and Suzanne Sentman, Human Resource Director with McKonly & Asbury
Topics: The rules and regulations under the new Exchanges; who will benefit and who is eligible; an explanation of the enrollment process; employer benefits; employee impacts.

2013 | Tuesday, September 24 | 8:30AM-4:30PM
Fall 2013 Affordable Housing Seminar

Presenter(s): A.J. Johnson, A.J. Johnson Consulting
Topics: Management of LIHTC Projects; HUD Section 8 Program; Rural Housing Section 515 Program; as well as updates on recent changes in Fair Housing rules, Internal Revenue Code Section 42, and the impact of ObamaCare on affordable housing

2013 | Wednesday, September 18 | 8:00AM-2:15PM
2013 Retirement Plan Benefits/Audit Issues Forum

Presenter(s): Robert Glus, Stephan Troy, BethAnn Reeser, and Thomas Reese with Conrad Siegel and Michael Hoffner and Daniel Sturm with McKonly & Asbury
Topics: Economic outlook; fraud in retirement plans; retirement plan accounting update; retirement plan investments; retirement readiness/benefit trends; healthcare reform update.

2013 | Thursday, September 12 | 2:00PM-3:00PM
179D: The Energy Efficient Commercial Building Deduction Webinar

Presenter(s): Linda McCluskey, Director of Energy Credits & Incentives, alliantgroup with host Mark Heath, Partner with McKonly & Asbury
Topics: How 179D helps the design and construction industry meet 2030 carbon neutrality goals; how 179D allows the immediate and direct benefits of the deductions for qualified buildings; the qualifying components of the 179D energy efficient building deduction; recent changes enacted by the IRS to the 179D deduction.

2013 | Thursday, August 15| 2:00PM-3:00PM
Construction Industry Technical Update Webinar

Presenter(s): Michael Hoffner, Partner; David Blain, Principal; and Lisa White, Senior Manager with McKonly & Asbury
Topics: Recent accounting and tax changes impacting the construction industry; upcoming accounting guidance changes with revenue recognition and other related topics; guidance to new federal and state tax legislation that will impact contractors.

2013 | Thursday, August 8 | 2:00PM-3:00PM
The Research & Development Tax Credit Webinar

Presenter(s): Michael Siegel, Managing Director, alliantgroup with host Michael Eby, Tax Supervisor with McKonly & Asbury
Topics: Identify the industries where R&D Tax Credits are most likely generated; types of activities that may qualify for the credit; identify the effects of funded research; recent IRS directives and current court cases will also be discussed.

2013 | Thursday, July 18 | 2:00PM-3:00PM
Pennsylvania Budget Overview Webinar

Presenter(s): Jason Skrinak, Principal with McKonly & Asbury
Topics: Detailed analysis of the Pennsylvania 2013/2014 budget with a focus on the corporate tax reforms included within the budget.

2013 | Tuesday, July 2 | 2:00PM-3:00PM
Mission Critical: A Practical Update of Nonprofit Accounting, Tax, and Governance Hot Topics Webinar

Presenter(s): Jim Shellenberger, Senior Manager with McKonly & Asbury
Topics: Updates in the areas of nonprofit accounting and tax technical pronouncements; a review of key governance topics and best practices; geared to employees and executives of nonprofit organizations, and also for individuals and companies that serve nonprofit organizations and those that volunteer their time as board members.

2013 | Thursday, June 13 | 2:00PM-3:00PM
LEAN and the Finance and Accounting Process Webinar

Presenter(s): David Blain, Principal with McKonly & Asbury
Topics: Understanding of how to use and implement LEAN to enhance the finance and accounting processes within your business; key concepts of LEAN and tips around how to implement those concepts for improved operational and financial reporting to business leaders, managers, and front line operations personnel.

2013 | Thursday, June 13 | 10:00AM-3:00PM
Affordable Housing Seminar

Speaker(s): Holly Glauser, Director of Development, PHFA; Karen Arnold, Keystone Grant Manager, PA Historical & Museum Commission; David Buches, FHLBank Pittsburgh; Elizabeth Brooks, Principal, McKonly & Asbury, LLP
Topics: News from PHFA and What to Expect in the 2014 Qualified Allocation Plan; Federal and PA Historic Tax Credits; Affordable Housing Program (AHP) and Community Lending Program; The 50% Test, The 10% Test, and Development Cost Certifications.

2013 | Thursday, June 6 | 8:00AM-4:30PM
Collaborate 2013 Conference

As part of our 40th year anniversary, this conference was developed with you in mind. Highlights of our Collaborate 2013 Conference include:

1. Keynote address focused on the state of the economy and tax legislation, delivered by alliantgroup’s experts, Dean Zerbe, former Senior Tax Counsel to the U.S. Senate Finance Committee, and Mark Everson, former IRS Commissioner
2. State of PA Address from special guest, Lieutenant Governor Cawley
3. Tax, audit, and accounting updates
4. Industry experts including construction, manufacturing, nonprofit, and more
5. CPE credits
6. Breakfast, lunch, and networking
7. Reception after the day’s sessions featuring food, drinks, and a drawing with the opportunity to win some great prizes, including an iPad mini!

2013 | Thursday, May 30 | 2:00PM-3:00PM
Successful Investing in Human Capital Webinar

Presenter(s): Greg Lowe, Partner, COO with McKonly & Asbury will present with Mark Pulaski, Senior Consultant of Cornerstone Advisors
Topics: Recruiting strategies and the pros and cons of the various methods available in the marketplace today; various tools used for assessing potential new hires, as well as existing staff members that might be considered for promotion; the process and the tools necessary to make the best human capital investments for your organization.

2013 | Wednesday, May 15 | 2:00PM-2:30PM
Maximizing Community Impact Through EITC Webinar

Presenter(s): Greg Lowe, Partner, COO and Michael Eby, CPA, Tax Supervisor with McKonly & Asbury
Topics: Pennsylvania’s Educational Improvement Tax Credit Program: what the program is all about, what type of businesses can participate, what the eligible taxes are for which the credit can be applied; examples will be reviewed as well as instructions for how an organization can apply.

2013 | Thursday, April 25 | 2:00PM-3:00PM
Practical Overview of “Obamacare” Webinar

Presenter: Suzanne Sentman, Human Resource Director with McKonly & Asbury and Micah Saul, Attorney with Devine Law Offices, LLC
Topics: Various requirements of the “Large Employer Mandate”; Determining which employees are entitled to health insurance coverage; What constitutes adequate health insurance coverage; Establishing and utilizing “look back” or “measurement periods”; When and how penalties will be assessed and calculated.

2013 | Thursday, April 18 | 2:00PM-3:00PM
Professional Ethics Webinar

Presenter: Michael Hoffner, Partner and Elaine Nissley, Principal with McKonly & Asbury
Topics: The application of ethics from a professional standards perspective; highlight of the Codes of Professional Ethics including American Institute of Certified Public Accountants (AICPA), The Institute of Internal Auditors (IIA), and Information Systems Audit and Control Association (ISACA).

2013 | Thursday, March 21 | 2:00PM-3:00PM
Skimming: What the Auditor’s Miss Webinar

Presenter: Dave Hammarberg, Director of IT and Consulting Senior Manager with McKonly and Asbury
Topics: Fraud; What is Skimming; How to detect and protect your organization from occurrences of Skimming.

2013 | Thursday, February 21 | 2:00PM-3:00PM
Accounting and Auditing Update Webinar

Presenter: Janice Snyder, Principal with McKonly and Asbury
Topics: New and proposed accounting standards updates that may impact your business; new auditing standards affecting this year’s audit; IFRS/US GAAP convergence; Separate standard-setting board for Private Companies.

2013 | Thursday, January 24 | 2:00PM-3:00PM
2013 Tax Update Webinar

Presenters: Dan Matarrese, Manager and Mike Eby, Supervisor with McKonly and Asbury
Topics: Key tax provisions in the American Taxpayer Relief Act of 2012; other tax planning issues that you should be aware of in 2013.

2012 Events

2012 | Tuesday, December 4
Retirement Plan Seminar

Presenters: McKonly & Asbury – Michael Hoffner, Partner; Daniel Sturm, Principal; and David Blain, Principal. Conrad Siegel Actuaries – Thomas Reese, Partner and Consulting Actuary. McNees Wallace & Nurick LLC – Stephen Kern.
Topics: Retirement Plan Audits: A Sponsor’s Perspective; LEAN for Plan Sponsors; Who’s On the Hook for Decisions Made in Your 401(k)?; Employee Benefits Legal Update

2012 | Thursday, November 15
Business and Personal Ethics Webinar

Presenter: Elaine Nissley, MBA, CISA, PMP, CCSA, CRISC, and Principal with McKonly and Asbury
Topics: Personal and business ethics; Discussion of ethical perspectives, various approaches to ethics, and some key components of ethics application including the importance of communication, as well as the the key components of an ethics program and what you should expect to find within an organization.

2012 | Tuesday & Wednesday, November 13 & 14
Fall 2012 Affordable Housing Seminar

Presenter: A.J. Johnson of A.J. Johnson Consulting
Topics: Two days of training for experienced LIHTC project managers and LIHTC industry professionals with the option to take the certification examination to become a Housing Credit Certified Professional (HCCP). Various topics to be covered over the two-day timeframe.

2012 | Thursday, October 18
Planning for Tax Increases in 2013 Webinar

Presenter: Dan Matarrese, Manager with McKonly & Asbury
Topics: The tax impact of the affordable care act, the sun-setting of Bush-era tax cuts, and planning opportunities that exist in an environment of rising taxes.

2012 | Friday, October 19
Construction Seminar

Presenters: McKonly & Asbury – Michael Hoffner, Partner; David Blain, Principal; Jason Skrinak, Principal; Lisa White, Senior Manager; and Dan Matarrese, Manager. McConkey Insurance & Benefits – Greg Marco, Account Executive. Barley Snyder – John Sylvanus, Of Counsel.
Topics: Construction Accounting / Federal and State Tax Update; LEAN Back Office; Generational Planning Matters; Contractor / Subcontractor Prequalification; and Legal Update.

2012 | Tuesday, October 23
Security & Fraud Seminar

Presenters: McKonly & Asbury – Michael Hoffner, Partner and Samuel BowerCraft, Senior Manager. Citizens Bank – Paul Hample, Vice President. WorldPay – Larry Levine, Commercial Account Executive. Cato Institute – Thomas Firey. Federal Bureau of Investigation – Agents Scott Sutherland and James Nelson.
Topics: The Importance of Governance and Strategy; The Illusion of Transparency; Financial Fraud and Educating Employees; Risk and Information Clarity; and Clarity of Purpose: Impact and Effect – Roles and Responsibilities.

2012 | Thursday, September 20
Trust Us – A Look into Utilizing Trusts in Your Wealth Planning Efforts Webinar

Presenters: Dan Matarrese, Manager with McKonly & Asbury and David Warren, President and CEO of Bridgeford Trust Company
Topics: Basics surrounding trust planning; scenarios where trusts can and should be used, various types of trusts, and even some specifics regarding the formation of trusts.

2012 | Thursday, August 23
Buy-Sell Agreements Webinar

Presenter: Eric Blocher, CPA, CVA, Principal with McKonly & Asbury
Topics: Learn the essential valuation criteria that should be in every buy-sell agreement. It is never too late to fix it! Added bonus: we will review at no charge to you the valuation clauses in any shareholders’ agreement.

2012 | Thursday, July 19
Federal Tax Webinar

Presenters: Mark Heath, CPA, Partner and Marta Horst, CPA, Senior Manager with McKonly & Asbury
Topics: New tangible property regulations; depreciation of fixed assets; how to apply the correct methods and lives, and avoid errors; and cost segregation.

2012 | Thursday, June 7
Manufacturers Summit

Presenters: Fred Botterbusch, MANTEC; Bruce Nilson, Future Direction; David Blain, McKonly & Asbury; Scott McMartin, McMartin Consulting; Garry Brinton, Facilities Planners + Architects (FP+A); Steve Buterbaugh, McConkey Insurance and Benefits
Topics: Growth and Innovation and What Companies are Doing to Grow; Small Group Discussion on Growth and Innovation; A Different Way of Looking at Performance; How to Save Money (and Aggravation) on Your Renovation and Construction Projects; Growth is Great, but Do Not Forget to Manage Risk

2012 | Thursday, May 31
Business Seminar for Entrepreneurs

Presenters: Kurt Trimarchi, Dan Matarrese, Janice Snyder, Dave Hammarberg & Samuel BowerCraft, McKonly & Asbury; Todd Shill, Rhoads & Sinon LLP; Pavone; Paytime
Topics: Asset Protection: Keeping Your Assets Safe; Will Private Company “GAAP” Become a Reality?; IT Fraud/Controls: Is Your Company Protected?; Branding, Social and Digital Media – A Primer; Payroll Update and Hot Topics for 2012; Legal Update in Today’s Economy

2012 | Monday, June 4
Nonprofit Seminar

Presenters: Gary Dubas & Jim Shellenberger, McKonly & Asbury; Victoria Radabaugh Lindstrom, Suasion, LLC
Topics: Tax Issues Facing Nonprofit Organizations; Hot Topics in Nonprofit Accounting and Auditing; Marketing Isn’t Really An Expense!

2012 | Wednesday, May 23
Spring Affordable Housing Seminar

Presenter: A. J. Johnson, A. J. Johnson Consulting
Topics: IRS Form 8823 and Tax Exempt Bonds

2012 | Wednesday, May 16
Fifth Annual TRENDS Symposium

Presenters: Michael Hoffner, Elaine Nissley, Samuel BowerCraft, McKonly & Asbury; Senator Patricia Vance; James Gkonos, Saul Ewing; Jane Taylor, Huggins Actuarial; Annette Szady, PA Insurance Department; Bill Reinenberg, Capital BlueCross
Topics: Professional Ethics; SSAE16 – Third Party Reliance: SOC; Legislative Update; ORSA/Insurance Update; Actuarial Update; Risk Focused Financial Examination Panel (lessons learned)

2012 | Thursday, May 17
Fraud Engagement from A to Z Webinar

Presenters: Dave Hammarberg, Director of IT and Consulting Senior Manager, and Samuel BowerCraft, Senior Manager, of McKonly & Asbury
Topics: Join us for a step-by-step detailed walk through of an actual fraud engagement.

2012 | Friday, May 18
Spring Construction Seminar

Presenters: Tim Woolford, Woolford Law; Michael Hoffner, McKonly & Asbury; Lydia Mantle, Murray Risk Management and Insurance; Bill Kepler and Jim Wagner, Fulton Bank
Top 10 Contract Provisions Most Likely to Affect Your Right to Payment in the Tight Economy; Revenue Recognition/Lease Accounting Changes for Contractors; Personal Surety: Is This the Right Choice for You?; Current Banking Market for Construction and Contractors

2012 | Thursday, April 19
Retaining Your Top Talent Webinar

Presenters: Katie Nix, Human Resource Manager and Suzanne Sentman, Human Resource Coordinator of McKonly & Asbury
Topics: Hiring top talent continues to be a challenge for many companies. What is even more challenging is retaining the talent you recruited. In this webinar, we will cover ways to keep your talent from walking out the door.

2012 | Thursday, March 22
Lean Operations/Overhead for Small to Mid-Sized Companies Webinar

Presenter: Greg Lowe, Partner/COO, McKonly & Asbury
Topics: Learn about the best practices McKonly & Asbury has used both internally and also learned about as we partner with our clients. Our goal will be to provide best practice trends in major overhead areas, as well as some ideas that might inspire new ways to look at overhead areas within your business.

2012 | Thursday, February 23
Claim What You Deserve Webinar

Presenter: Michael Siegel, Managing Director with alliantgroup
Topics: Learn about the recent changes to the R&D Tax Credit to clear the cobwebs and help you take maximum advantage of the credit.

2012 | Thursday, January 19
How to Work from Anywhere Webinar

Presenters: Reed Horanburg and Dan Matarrese
Topics: Learn about the services and applications needed, both from an enterprise and personal level, to facilitate remote connectivity and productivity.

2011 Events

2011 | Thursday, December 15
Becoming a Rainmaker Webinar

Presenters: Autumn Wolfe and David Blain
Topics: Learn how to make rain in your companies with our rainmaker session.

2011 | Thursday, November 17
IFRS Changes Webinar

Presenters: Janice Snyder
Topics: An overview of recent and proposed changes to financial reporting rules and requirements, as well as an introduction to International Financial Reporting Standards and Private Company Reporting and how these concepts might affect your business.

2011 | Tuesday, November 1
Fall Construction Seminar

Presenters: McKonly & Asbury, Reager & Adler, PC, McConkey Insurance & Benefits
Topics: Accounting and Tax Update, Fraud and Construction, Construction Workplace Misclassification Act, Reducing Subcontractor Financial Risk.

2011 | Thursday, October 27
Technology in the Workplace Webinar

Presenters: Dan Matarrese and Reed Horanburg
Topics: A discussion on the uses of tablets and smart-phones in the workplace. We will discusses the pro’s and con’s of different devices as well as security issues associated with them. We will also discuss tips and tricks to make these devices more useful to users.

2011 | Thursday,October 20
Employee Retirement Plans (What You Need to Know)

Presenters: McKonly & Asbury, Fidelity Investments Institutional Services Company, Inc., Thornburg Investment Management, Morgan Stanley Smith Barney, McNees Wallace & Nurick LLC.
Topics: How to Survive a Benefit Plan Financial Statement Audit, Retirement Plan Trends, The Regulatory Readiness: New Realities in the DC Plan Industry, Why an Advisor? 5 Reasons for Plan Sponsors to Seek the Assistance of a Financial Advisor, Employee Benefit Plans Legal Update.

2011 | Friday, September 16
Risk Management and Fraud Seminar

Presenters: Scott Sutherland (Special Agent of the FBI), Samuel BowerCraft (McKonly & Asbury), Tom Strause (Financial Outsourcing Solutions), Pat Bosma & Paul Hample (Citizens Bank), and Rob Felter (Worldpay)
Topics: Fraud Risk Assessment – Looking for Exposure; Fraud Trends – What’s Hot, What’s Not; The Man Faces of Risk; Demystifying Bank Fraud Protection; and Insurance Fraud.

2011 | Thursday, August 25
Multi State Sales and Use Tax Webinar

Presenter: Jason Skrinak of McKonly & Asbury
Topics: The history of nexus with regards to sales and use tax and how the history impacts the current business environment.

2011 | Thursday, July 21
LEAN Your Accounting Process Webinar

Presenter: David Blain of McKonly & Asbuy
Topics: Learning how to reduce internal costs of operations and overhead through the 5S concept.

2011 | Thursday, June 23
Fraud in the Workplace Webinar

Presenter: David Hammarberg of McKonly & Asbuy
Topics: Fraud in the workplace, Process improvements within your accounting department, Managing your sales tax liability, and more.

2011 | Thursday, June 9
McKonly & Asbury and MANTEC’s Manufacturers Summit

Topics: Tax Credits for Manufacturers and a General Tax Update, Business Valuation – How Value is Determined and Items that Impact Value (i.e. LEAN), State Update from a Local Representative, Discussion on the Six Next Generation Manufacturing Strategies

2011 | Friday, June 3
McKonly & Asbury Insurance Symposium: TRENDS IV

Presenters: McKonly & Asbury, McConkey Insurance & Benefits, Huggins Actuarial Services, PA Insurance Department, Senator Patricia Vance
Legislative Update, Insurance Department Update, Business/Professional Ethics, Tax Update, Reinsurance, Cloud/Social Media, Safeguarding Confidential Data

2011 | Wednesday, May 25
McKonly & Asbury Business Seminar for Entrepreneurs

Presenters: McKonly & Asbury, Rhoads & Sinon, LLP, and Prime Pay
Adding Value to Your Business, LEAN Principles, Current Tax Environment and Planning Opportunities, Energy Credits, Social Media, Patient Protection & Affordable Care Act

2011 | Thursday, May 19
McKonly & Asbury Spring Construction Seminar

Presenters: McKonly & Asbury, Murray Risk Management and Insurance, and Woolford Law
LEAN for Construction, Energy Credits, Controlling Workers Compensation Costs, Bonding Credit, Prevailing Wage Compliance

2011 | Thursday, May 12
McKonly & Asbury Nonprofit Seminar

Click here for details

2011 | Wednesday, May 4
McKonly & Asbury Affordable Housing Update

Presenter: A. J. Johnson from A. J. Johnson Consulting Services, Inc.Topics: Management of Low-Income Housing Tax Credit Projects and Income Verification and Calculation

2010 Events

2009 Events

2008 Events

2007 Events

Tweets by @mckonlyasbury

Events

PrimeGlobal