Upcoming Events

March 20, 2018

Corporate Tax Planning and Reporting – It’s a Whole New World!

March Meeting – Tax Updates

Earlier this year, the President signed into law the Tax Cuts and Jobs Act. With it came a number of sweeping changes for corporate taxpayers. In November last year, the FMA NH explored some of the drafted provisions of the Act and offered insights as to what was believed to be on the horizon. Since that time, companies and experts alike have had the opportunity to explore the provision of the Act and its impact on everything from foreign subsidiaries and operations, to the effect the Act has on their financial reporting and deferred tax assets and liabilities. Come out on March 20th and listen to our panel of experts speak about and offer hands-on, actionable advice and planning ideas in response to the Act and its implications.

Panel Participants:

Jamie Eno, Sr. Director of Tax at Peak Achievement Athletics
Jamie Eno has been with Peak Achievement Athletics, parent company of Bauer Hockey, Easton Baseball / Softball, and Maverik / Cascade Lacrosse, since 2002. During that time Mr. Eno has served as the Company’s Corporate Controller, Sr. Director of Corporate Development and Sr. Director of Tax, Treasury and Regulatory Matters. Mr. Eno has close experience with the Company’s acquisition activity, capital structure management including debt financing and refinancing, credit agreement negotiation, foreign exchange risk mitigation and developing banking partnerships. Mr. Eno is currently responsible for tax provision management, regulatory compliance and implementing tax planning strategies considerate of recent US tax reform changes.

Joel Gardosik, Managing Partner of Tax at CFGI
Joel is the Managing Partner of tax for CFGI. He has over 18 years of experience
providing tax consulting and compliance services to numerous clients in a variety
of industries. Joel specializes in tax provision calculation and review assistance
(accounting for income taxes, ASC 740), income tax return compliance, tax control
identification and testing (Sarbanes-Oxley section 404), uncertain tax position
assessments and monitoring of tax positions on financial statements (ASC 740-
10) as well as other federal tax issues.

Practicing since 2000, Joel continues to serve a variety of publicly traded and
privately held companies in a wide array of industries including technology,
software, bio–technology, pharmaceutical and industrial manufacturing from
startup (pre-revenue) to multibillion dollar companies. In addition to serving his
clients, Joel also provides outsourced tax director and interim supporting tax roles
to a variety of companies.

Prior to joining CFGI, Joel was a Partner and Chief Operating Officer of The
Gagnon Group for six years, owned and operated an independent corporate tax
consulting firm for four years, and spent seven years as a tax manager at a bigfour
public accounting firm in Boston.

Joel prides himself on providing all of his clients with superior service by leveraging
his technical expertise while delivering timely and cost-effective solutions.
Joel graduated from Bryant University with a Bachelor of Science in Business
Administration with a concentration in accounting. He is a Certified Public
Accountant licensed in the Commonwealth of Massachusetts. He has membership
in both the AICPA and Massachusetts Society of CPAs.

This meeting qualifies for 1 CPE credit.

DETAILS:

March 20, 2018 from 5pm-8pm + Q&A
Fratellos Restaurant | 155 Dow Street, Manchester, NH 03101

WHO SHOULD ATTEND:

Financial leaders and other senior professionals in the Southern NH region.

May 8, 2018

Adoption of New Revenue Recognition Standard

Panel Discussion on Adoption of New Revenue Recognition Standard

Adopting ASC 606, Revenue from Contracts with Customers, the new GAAP revenue recognition standard, has posed new and often significant challenges for many organizations. This expert panel will provide insights into the practical considerations and realities involving adoption of ASC 606.

  • Technical accounting insights and audit issues surrounding the new standard.
  • Lessons learned from the trenches, on implementation in a complex business environment.
  • Opportunities available by revisiting customer contracts and automating the revenue recognition process.
Panel Participants:

Michael Piessens, Lead Partner – Technical Accounting Advisory, MFA – Moody, Famiglietti and Andronico.
Michael provides expert technical guidance, training and implementation support to CFOs’ and Controllers’ teams for newly issued and future effective U.S. GAAP and IFRS authoritative guidance and accounting standards, including revenue recognition and leasing.

Nicole Chantre – Director of Technical Accounting, Bottomline Technologies

Nicole is a key part of the Company’s implementation of the revenue recognition rule (ASC 606) effective for them on July 1, 2018. Bottomline’s revenue structure is complex and involves an extensive number of customer contracts.

Panelist TBD – N’ware Technologies

N’ware is an SAP Gold Partner delivering affordable, powerful, fully integrated cloud based and on premises solutions to operate an enterprise and to obtain visibility and control over its financial information and operations.

This meeting qualifies for 1 CPE credit.

DETAILS:

May 8, 2018 from 5pm-8pm + Q&A
Fratellos Restaurant | 155 Dow Street, Manchester, NH 03101

WHO SHOULD ATTEND:

Financial leaders and other senior professionals in the Southern NH region.