2022 CPE Day Recap
See below for details about the 2022 topics and presenters, download materials and view videos.
Current Tax Update
GYF tax experts will discuss the recently enacted Inflation Reduction Act and other important federal and state tax changes that have occurred during the last two years and how they affect taxpayers.
1 TAX CPE HOUR
Don Johnston, Partner – GYF Tax Services Group
Don has 30+ years of experience serving the tax and consulting needs of privately-held companies and their owners. He also has expertise with business entity formation, transactions and exit planning.
Ryan Fronius, Manager – GYF Tax Services Group
Ryan has seven years of experience providing tax compliance, planning and research services. He also assists clients with multi-state tax issues and tax concerns related to M&A transactions.
Download the related references for the topic:
- None available at this time
Analyzing Financial Statements
from a Valuation Perspective
GYF valuation professionals will discuss the impact that the information contained on a company’s financial statements has on the determination of value.
1 OTHER CPE HOUR
Melissa Bizyak, Partner – GYF Business Valuation & Litigation Support Services Group
Melissa leads the firm’s valuation practice. She has more than 25 years of experience, serving clients in private and public companies in a variety of industries. Melissa also provides expert witness testimony.
Brad Matthews, Senior Manager – GYF Business Valuation & Litigation Support Services Group
Brad has practiced in public accounting since 2011. He provides business valuation and litigation support services for privately held concerns and their owners and works with their other professional advisors.
Download the related references for the topic:
- None available at this time
A&A Update
GYF audit leaders will provide an overview of recent and upcoming changes to accounting standards and address the potential impact of these updates.
1 A&A CPE HOUR
Jeff Ford, Partner – GYF A&A Services Group
Jeff has 35+ years of experience in public accounting and technology consulting. He has focused his career on providing accounting, auditing and consulting services to private companies and nonprofits.
Amber Pinskey, Manager – GYF A&A Services Group
Amber has nearly a decade of experience in public accounting. She provides assurance services for a variety of clients and also has expertise in business transaction work and employee benefit plan audits.
Download the related references for the topic:
- None available at this time
Aristotle’s Theory of Friendship:
A Model for Ethical Relationships
David Holiday will review how this theory of friendship applies to the development of ethical professional relationships.
1 ETHICS CPE HOUR
David Holiday, Director of the Center for Ethical Leadership – Washington & Jefferson College
A philosophy and ethics scholar, Dr. Holiday is the inaugural leader of W&J’s new Center for Ethical Leadership. In this role, he instructs freshman philosphy courses and works with faculty to develop and integrate opportunities to learn about ethics, and to practice leadership, into students’ academic studies.
Download the related references for the topic:
Economic and
Financial Market Outlook
Leo Grohowski, Chief Investment Officer
at BNY Mellon Wealth Management will discuss the current economic conditions as well as expectations for the future.
1 OTHER CPE HOUR
Leo Grohowski, Chief Investment Officer – BNY Mellon Wealth Management
Mr. Grohowski leads all investment strategy and investment management functions for the wealth management organization. He joined BNY Mellon in 2007 and has over 30 years of industry experience.
Download the related references for the topic:
- None available at this time
Building an ERP Business Case
GYF ERP Consultants will discuss why an organization should consider transitioning to an ERP software solution that integrates operations and financials.
1 OTHER CPE HOUR
Jim O’Mara, Senior Manager – GYF ERP Solutions Group
Jim combines his accounting background and technology experience to support implementations and help ERP clients improve businesses processes, train users, and maximize their technology investments.
Jordan Curry, Manager – GYF ERP Solutions Group
Before joining GYF in 2017, Jordan had experience with NetSuite from a user’s perspective, primarily from Controller/Accounting roles in manufacturing, distribution, non-profit, and service-oriented businesses.
Download the related references for the topic:
- None available at this time
Tax Potpourri
GYF tax professionals will cover a variety of tax topics and practical considerations for individuals, businesses and tax-exempt organizations.
1 TAX CPE HOUR
Mike Weber, Partner – GYF Tax Services Group
Mike has 10 years of experience. He provides tax planning and compliance services as well as assistance related to the formation of new entities. He also specializes in addressing international tax issues.
Marne Babich, Senior Manager – GYF Tax Services Group
Marne has nearly 25 years of experience in public accounting. She provides tax planning and compliance services for closely held businesses and their owners, including those operating in multiple states.
Download the related references for the topic:
- Accounting Today article, “IRS Drafts new K-2 and K-3 Instructions”
- Draft of Schedule K-2 (from IRS.gov)
- Draft of Schedule K-3 (from IRS.gov)
- Schedules K-2 & K-3 FAQs (from IRS.gov)
A&A FAQs
GYF audit leaders will review common accounting challenges faced by our clients and address some audit-related questions we frequently receive.
1 A&A CPE HOUR
Megan Troxell, Partner – GYF A&A Services Group
Megan has nearly 20 years of public accounting experience. She specializes in providing assurance services for privately held companies and not-for-profit organizations, including educational institutions.
Mark Wolstoncroft, Partner – GYF A&A Services Group
Mark has over 20 years of experience. His expertise includes performing audits and reviews, auditing employee benefit plans, conducting fraud investigations, and delivering M&A transaction services.
Download the related references for the topic:
