The Financial Responsibilities of Elected Officials: What You Need to Know

Join Leslie Spurgin of Insero & Co. CPAs and Charles Benincasa, Director of Finance, City of Rochester for  The Financial Responsibilities of Elected Officials: What You Need to Know presented by the New York State Government Finance Officers’ Association, Inc.

GFAO

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When:  Thursday, March 10, 2016
5:00 PM – 5:30 PM – Registration and Buffet Dinner
5:30 PM – 8:00 PM – The Financial Responsibilities of Elected Officials:
What You Need to Know

Where:  Fairport Electric Building, Training Room
43 Liftbridge Lane, Fairport, New York 14450
Driving Directions

Presented by: Leslie Spurgin | Audit Partner | Insero & Co. CPAs
Charles Benincasa | Director of Finance | City of Rochester

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2015 Audit & Accounting Update

Join us for the final installment of Insero & Co.’s 2015 Accounting & Finance Education Series, designed for business owners, management, and accounting professionals.

Whether you represent a large corporation, a small business, or a not-for-profit organization, it can be difficult to stay up to date on current accounting topics. Join Timothy McLaughlin, Vincent Leo, and Michael Giess for an overview of changes that may affect your organization and how to apply the most recent standards and guidance.

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When:  Tuesday, November 17, 2015, 7:30 AM, Breakfast/Networking/Registration,
8:00 AM – 10:00 AM, Presentation
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per person ($5 Early Registration Discount if registered by November 3rd)
Presented By: Presented by Timothy McLaughlin, Vincent Leo, and Michael Giess

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The Fundamentals of Fiduciary Protection for 401(k)s

Join Jennifer Martlew of Insero & Co. CPAs, Brian Kopp of Nixon Peabody, and Stephen Brown of The Brown Group for a free roundtable for business owners, trustees, and human resource professionals sponsored by Stifel/The Brown Group.

Mid age couple with financial advisor at home

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When:  Friday, October 2, 2015, 7:30 AM, Breakfast, 8:00 AM – 9:00 AM, Presentation
Where: The Del Monte Lodge, Renaissance Hotel & Spa | 41 North Main Street | Pittsford, NY 14534
Cost: Free of Charge
Presented By: Jennifer Martlew | Audit Partner | Insero & Co. CPAs
Brian Kopp | Partner | Nixon Peabody
Stephen Brown | Manaing Director/Investments | Stifel | The Brown Group

To RSVP, or for more information, contact Brittany Buffington at (585) 267-8840 or buffingtonb@stifel.com. Please RSVP by September 29, 2015.

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Business After Hours

Join Insero & Co. CPAs for Business After Hours in collaboration with the Corning Area Chamber of Commerce. This networking event will be hosted at Tony R’s Steaks and Seafood with complimentary hors d’oeuvres and a cash bar. Attendees will also get the chance to enter to win one of three $50 Corning Area Chamber of Commerce Gift Cards!

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When:  Thursday, August 20, 2015, 5:00 PM – 7:00 PM
Where: Tony R’s Steaks and Seafood, 2 East Market Street, Corning, NY 14830
Cost: $5 for Members/$10 for Not-Yet-Members

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6th Annual Tax Update

Join Steven Mills, CPA for an overview of New York State and U.S. Tax reform, the economy and current trends, and what they mean for you. Whether you represent a large corporation or a small business, this update will help you get up to speed on current rules and regulations and plan for changes that may be on the horizon.

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When:  Tuesday, August 11, 2015, 7:30 AM, Breakfast/Networking/Registration,
8:00 AM – 10:00 AM, Presentation
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per person ($5 Early Registration Discount if registered by July 31st)
Presented By: Presented by Steven Mills, CPA, Partner, Insero & Co. CPAs

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Top 10 Governance & Operational Issues for Your Defined Contribution Plan

Join our panel of experts for a discussion of the Top 10 Governance & Operational Issues for Your Defined Contribution Plan. Learn what to know before the auditors knock on your door. Highlights include:

  • ERISA fiduciary best practices
  • Practical insights from recent lawsuits
  • Common operational errors
  • Self-correction strategies

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When: Thursday, April 30, 2015, 7:30 AM, Breakfast/Networking, 8:00 AM – 10:00 AM, Panel Discussion (Add to Calendar)
Where: Country Club of Rochester, 2935 East Avenue, Rochester, NY 14610
Cost: Free of Charge. Registration Required.
Panelists: Leslie Whitney, AIF, Fiduciary Investment Advisors, Jennifer Martlew, CPA, CFE, Insero & Company CPAs, P.C., Christian Hancey, Esq. and Eric Paley, Esq., Nixon Peabody.

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2014 Audit & Accounting Update

Reminder: Today is the last day to receive $5 off with our Early Registration Discount, so don’t wait – register today.

Join us for the final installment of Insero & Company’s 2014 Accounting & Finance Education Series, designed for business owners, management, and accounting and finance professionals. Whether you represent a large publicly-traded company or a small not-for-profit organization, it can be difficult to stay up to date on current accounting topics. Learn about changes that may affect your organization and how to apply the most recent standards and guidance. Presented by Vincent Leo, Michael Giess, and Jennifer Martlew.

CPE Series

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When: Tuesday, November 18, 2014, 8am-10am
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per participant ($25 per participant through November 4th with Early Registration Discount)
Presented By: Vincent Leo, CPA. Michael Giess, CPA, and Jennifer Martlew, CPA, CFE.

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7 Things All CFOs Should Know About Cyber Security

Join us for the third installment of Insero & Company’s Accounting & Finance Education Series, designed for business owners, management, and accounting and finance professionals. Each passing year produces new challenges and risks for corporate cyber security. Michael Montagliano, Chief Technologist of IV4 will identify trends that demonstrate a change in approach to cyber standards that will necessitate organizations to take stronger actions and safeguards to protect against financial, legal, and intellectual property theft exploitation.

CPE Series

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When: Tuesday, September 23, 2014, 8am-12pm
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per participant ($25 per participant through September 9th with Early Bird Discount)
Presented By: Michael Montagliano

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Ethics

Join us for the second installment of Insero & Company’s Accounting & Finance Education Series as we take an in-depth look at ethical issues facing accountants and business professionals today. This course satisfies the New York State Professional Ethics requirement for Certified Public Accountants.

CPE Series

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When: Tuesday, August 12, 2014, 8am-12pm
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $60 per participant ($50 per participant through July 29th with Early Bird Discount)
Presented By: Presented by Heidi Tribunella, MS, CPA and Dr. Thomas Tribunella, CPA

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5th Annual Tax Update

Join us for the latest IRS and NYS initiatives including an update on IRS audit procedures and current audit focus areas, NYS tax reform (estate tax, credits, etc.), and a few topics relevant to businesses operating in other New England states.

CPE Series

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When: Tuesday, June 17, 2014, 8am-10am
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per person
Presented By: Presented by Harlan J. Kwiatek, CPA, JD, LLM, Partner – New York, State and Local Tax, McGladrey LLP

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