Tuesday, June 18, 2019 – Tuesday, June 18, 2019 | 7:45am – 4:00pm

Western MA Combo Conference

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7:30 - 8:00 a.m.

Registration/ Breakfast


8:00 - 8:15 a.m.

Welcome and Opening Remarks


8:15 - 9:30 a.m.

Economic Outlook for Western Massachusetts and the Berkshires

Rick Sullivan, Economic Development Council of Western Massachusetts
Jonathan Butler, 1berkshire


9:30 - 10:30 a.m.

Financial Accounting and Auditing Update

Bonnie Kennedy, Loscalzo

All accounting and financial professionals need to be aware of recently issued and proposed standards from the Financial Accounting Standards Board (FASB) and AICPA. Participants will apply the changes and discuss issues surrounding the latest developments in accounting, auditing, preparation, compilation and review pronouncements and proposals.


10:30 - 10:45 a.m.

Networking break


10:45 a.m - 12:00 p.m.

Information Privacy and Security - Today's Biggest Risk for You and Your Clients

Cam Shilling, McLane Middleton

The digital age has heralded explosive growth in the amount of sensitive data and financial information that is created, stored and transmitted on computers and mobile devices and across the Internet and broadband. The very same technological advancements that have defined our times also pose threats to personal privacy and security, and serious potential liability to businesses that fail to take appropriate measures to protect personal information. This presentation will address the variety of regulations arising in this area – from local to federal, to international – and the processes that business should undertake to become compliant. We will also cover the key measures that individuals should implement to safeguard the privacy and security of themselves and their families.


12:00 - 12:45 p.m.





12:45 - 2:00 p.m.

Concurrent Sessions (Choose One)


A.) 2019 Tax Season - Lessons Learned for Businesses and CPAs

 Audrey Young, Of Council, McLane Middleton

The new tax law created a challenging busy season for both taxpayers and CPAs. This session will dive into the tax law changes, including how they're affecting business owners and what CPAs can do to prepare their clients for next year. Topics include income tax issues, mergers and acquisitions, SALT and estate and gift planning.  We will also cover the final regulations issued for Section 199A, pending legislation at the state and federal level, new valuation case law and the recent Supreme Court ruling in Wayfair, including how this landmark  case has affected businesses and accountants. 

B.) Nonprofit Update

Bonnie Kennedy, Loscalzo

Learn about new and proposed accounting and auditing standards and how they will impact nonprofit (NFP) entities and their auditors. Topics include the Financial Accounting Standards Board (FASB) guidance and projects specific to NFPs, other FASB guidance and projects that will impact NFPs and their auditors, AICPA accounting and auditing activities and a brief single audit update.

2:00 - 2:15 p.m.

Networking Break


2:15 - 3:30 p.m.

Concurrent Sessions (Choose One)



C.) How Blockchain and Other Technologies are Radically Changing the Accounting Industry

Nate Coughran, Wisdify

More than 75% of accountants have little or no knowledge of blockchain technology. However, blockchain and other technologies are radically changing the accounting industry and what it means to be an accountant. In this session we will explain what these technologies are, how they work and how they are shaping the accounting industry. We’ll also discuss the opportunities these technologies present to your firm and how you can harness them to stay competitive and grow.


D.) The Business of Cannabis

Scott Foster, Bulkley Richardson

With cannabis companies springing up throughout the Commonwealth, the chances are likely that one of your clients is already involved in the industry, whether directly or indirectly. In this session, we’ll discuss how these businesses are structured, what issues you need to be thinking about if you have a cannabis company as a client – or if your client is a landlord or investor in a cannabis company and how the industry is rapidly evolving.


3:30 - 4:15 p.m.

Professional Issues Update

Amy Pitter, Massachusetts Society of CPAs

Regarded as one of the profession's top thought leaders in Massachusetts, Pitter will draw on her extensive professional insights and experience to address the issues at the forefront of accounting. She will tap into larger-scale issues affecting the industry, including staffing, globalization and technology and discuss what firm leaders should start doing now to get ahead of impending changes and reach new success. 


 This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 1119660  Click here for more details: https://www.mscpaonline.org/cpe/training_fund








Nate Coughran

Nate Coughran

Nate is the lead instructor at BostonExcel and oversees content development. His teaching style has been described as energetic, passionate, and entertaining. Prior to BostonExcel, Nate worked as an Acquisitions Senior Associate at Gladstone Commercial, a publicly traded REIT, where he focused on underwriting commercial property acquisitions. Prior to Gladstone, Nate worked as an Acquisitions Analyst for the RMR Group, a manager of 4 publicly traded REITs, and as an auditor for Ernst & Young where he focused on the banking and capital markets industry. Nate earned an MS in Finance & Accounting from Boston College and a BS in Business Management from Brigham Young University–Idaho. Nate is a CPA with the Commonwealth of Massachusetts.

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Bonnie Kennedy

Bonnie Kennedy

Bonnie Kennedy has over 20 years of experience in the accounting profession. She began her career in public practice with a regional accounting firm in New England, before taking a position as the Controller and CFO of a manufacturing firm. Bonnie is now a full time faculty member at an accredited university. During her association with the regional CPA firm, Bonnie was involved in recruiting, interviewing, and mentoring new staff. She also designed and conducted continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities. Bonnie has taught accounting and auditing courses at both the graduate and undergraduate levels for several years. She has published articles in scholarly journals, and presented her work at national conferences. Bonnie is a member of the American Institute of Certified Public Accountants, and the Rhode Island Society of CPAs.

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Amy Pitter

Amy Pitter

Amy Pitter is president and CEO of the Massachusetts Society of CPAs (MSCPA) where she is dedicated to serving the Society’s 11,000 members in public accounting, industry and business, government and education. Since joining the MSCPA in 2015, Pitter has advocated for increased diversity in the accounting industry and has developed new initiatives to make progress in this area, including launching programs for high school students in gateway cities and sponsoring scholarships for low-income students to study accounting. She was named one of 2018 Most Powerful Women in Accounting by CPA Practice Advisor and has been featured in several news outlets, including Accounting Today, Boston Business Journal, Commonwealth Magazine and The Boston Globe.

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Cameron Shilling

Cameron Shilling

Cameron Shilling is a director at McLane Middleton, Professional Association where he is the chair of the firm’s Privacy and Data Security Group. In addition, he has also worked for over 20 years as an attorney where he has litigated and resolved numerous data security, technology and complex litigation matters throughout New England and around the country. Shilling’s depth and breadth of experience in data security includes managing risk assessments and audits, preparing and implementing written data security policies, training executives, managers and employees on data security procedures, addressing day-to-day security issues and investigating and remediating security breaches.

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Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

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

Note: This course has sessions associated with it, please select one topic within each session.


E-Materials are not available for this course

+ $399.00

06/18/19, 12:45pm – 2:00pm Must select one session per timeslot
06/18/19, 2:15pm – 3:30pm Must select one session per timeslot

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