Wednesday, May 16, 2018 – Wednesday, May 16, 2018 | 8:00am – 4:20pm

CPAs in Business Summit

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Agenda

7:30 - 8:00 a.m.

Registration/ Breakfast

 

8:00 - 8:15 a.m.

Welcome and Opening Remarks

 

8:15 - 9:15 a.m.

Business of Baseball

Tim Zue, Boston Red Sox

 

9:15 – 10:30 a.m.

State of the Massachusetts Economy

Christopher Foote, Federal Reserve Bank of Boston

 

10:30 a.m. - 10:45 a.m.

Networking Break

 

10:45 – 12:00 p.m.

Tax Reform

Steve Burke, McLane Middleton

 

12:00 – 12:45 p.m.

Lunch

  

12:45 - 2:30 p.m.

Concurrent Sessions (choose one)

 

Ethics: Giving Voice to Values Part 1

Susan Hass, CGMA, Simmons College 

 

Lease Accounting

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS

 

2:30 - 2:45 p.m.

Networking Break

 

2:45 - 4:20 p.m.

Concurrent Sessions (choose one)

 

Ethics: Giving Voice to Values Part 2

Susan Hass, CGMA, Simmons College

 

 

Revenue Recognition

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS

Speakers

Steven Burke

Steven Burke

For over the last 25 years, Steve Burke has devoted his practice to advising on business, governance and tax planning, transactions, business succession and sophisticated executive compensation. Also a CPA, Steve advises high net worth individuals, families, and fiduciaries on estate planning, trust administration and wealth preservation. He also serves as counsel for the trustees of significant charitable, educational, and tax-exempt institutions, offering advice on fiduciary, governance and tax matters. Also a Certified Public Accountant and a CGMA, Steve represents businesses and individuals before the IRS and New Hampshire and Massachusetts Department of Revenue and has assisted clients in obtaining administrative rulings from the IRS. Steve was named the Best Lawyers® Corporate Law “Lawyer of the Year” in New Hampshire for 2016. Steve is a Fellow, American College of Tax Counsel, member of the New Hampshire Bar Association, Massachusetts Bar Association, United States Tax Court. Certified Public Accountant, New Hampshire, New Hampshire Bar Association (Past President Taxation Section), American Bar Association (Member Taxation Section), New Hampshire Society of Certified Public Accountants (Past President and Trustee), American Institute of Certified Public Accountants (Member of Governing Council), New Hampshire Employee Benefits Council (Past Chair). He is also a Distinguished Professor of Taxation at the University of New Hampshire School of Law. Steve has been recognized in Woodward/White’s Best Lawyers in America since 2003 for Corporate Law and Tax Law, is recognized in Chambers USA: A Guide to America’s Leading Lawyers in the Corporate/Commercial: Tax category, holds an AV Preeminent Peer Review rating from Martindale-Hubbell, and is rated by Super Lawyers. He is also ranked in Chambers: High Net Worth Guide - Private Wealth Law section. These recognitions are a testament to the fact that his peers rank him at the highest level of professional excellence.

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Jennifer Elder

Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA helps businesses solve tough problems with strategic solutions. She is a business generalist and an accounting expert who can make the complicated awesomely simple. For more than 20 years, she has been helping businesses focus on their core values and strengths to transform inefficiency and chaos into a profitable entity with an energized team. As keynote speaker, trainer, and business coach, Jennifer has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 40 states. Jennifer is a published author and was named an Outstanding Educator by the AICPA for the past two years. When not on the road teaching, she lives on her boat with her husband and two cats in Baltimore, Maryland.

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Christopher Foote

Christopher Foote

Christopher L. Foote, a senior economist and policy advisor in the research department at the Federal Reserve Bank of Boston, currently serves as advisor to the Center for Behavioral Economics and Decisionmaking. He graduated from the College of William and Mary in 1987, and then worked for two years as a newspaper reporter in Harrisonburg, Virginia. He received an economics Ph.D. from the University of Michigan in 1996. From 1996 to 2002, Foote taught at Harvard University’s department of economics, where he also served as director of undergraduate studies. In July 2002, he accepted a position as senior staff economist with the Council of Economic Advisers, becoming chief economist at the CEA in February 2003. From May 2003 to September 2003, he served as an economic advisor to the Coalition Provisional Authority in Baghdad, Iraq, returning briefly to Iraq in January and February of 2004. He joined the Boston Fed in October 2003.

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Susan Hass

Susan Hass

Susan Hass is currently professor of Management at the Simmons College School of Management. She was previously associate dean at the School of Management as well as lead investigator on a grant from the Research Foundation of the Institute of Internal Auditors studying the global state of the internal audit profession. Hass was a manager at Coopers & Lybrand prior to joining the Simmons faculty. She is currently treasurer of the board and chair of the finance committee for Lasell College.

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Timothy Zue

Timothy Zue

Tim Zue is responsible for the financial management of the Boston Red Sox overseeing the organization's operating budget, accounting, financial planning, forecasting, and business analytics. Prior to his current role, Zue served as Senior Vice President of Finance, Strategy and Analytics for both the Red Sox and Fenway Sports Management (FSM). During his 14-year career with the club, Zue has played a key role in all financial aspects of the business, including all non-baseball events, ticket pricing decisions, the financial impact of Fenway Park improvements, and the creation of the Red Sox Rewards loyalty program. He also helped conduct the financial due diligence related to Fenway Sports Group's acquisition of Roush Fenway Racing, Liverpool Football Club, and the marketing rights for LeBron James. With FSM, Zue managed the business operations department responsible for the sports marketing firm's consulting, events, and experiences divisions. Under his leadership, FSM's business departments created the onsite photography service Fanfoto, the fan travel program MLB Destinations, Red Sox Fantasy Camps, and Youth Baseball Summer Camps. During his tenure, Fanfoto expanded from three teams to more than 30, and the MLB Destinations program grew to include seven Major League Baseball clubs. Zue, who was originally hired as a business analyst in 2003, is entering his 15th season with the Red Sox. In early 2017 he was promoted to Executive Vice President/Chief Financial Officer and he was also selected as one of Sports Business Journal's "40 Under 40" Award recipients, an honor that recognized him as one of the best young talents in the business of sports. Prior to joining the Red Sox and FSM, Zue worked for Bain & Company in Boston as an associate consultant. He also taught middle school math and technology in the Boston Public School system for four years. Zue received a Bachelor's Degree in Mechanical Engineering from MIT in 1999, where he won a robotics design contest and competed in an international robotics design competition in Tokyo. A native of Winchester, MA, Zue lives in Lexington with his wife Nicole and their three children Adelyn, Harrison and Vivienne.

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Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA-AICPA Member
$319.00
MSCPA Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00

Conference Cost

You pay
$399.00
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.

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+ $399.00

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