Calendar of Events - Northern Chapter VSCPA
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Topic:  Equipment Finance

Equipment Finance can help improve cash flow and also improve working capital. It typically involves a lender giving a business financing that is secured by a piece of equipment. It also gives the borrower an opportunity to set up guidance lines for future equipment purchases within the next year.  Primary goal of the guidance line is speed to market.

Speaker:  Roderick W. Hart II, Territory Manager, MD, DC & VA

Roderick joined First Union Bank as a VP after earning a BBA at Virginia State University. As a result of various mergers and acquisitions, he now holds the same position with Wells Fargo.  Roderick has been in banking for over 20 years and is a member of the Equipment Leasing & Finance Association.  Out of the office, Roderick enjoys coaching youth football, and as a former college baseball player he enjoys teaching teamwork and life lessons to the players he has coached over the years. He is also dedicated to serving the community and is the past Financial Secretary, Treasurer and current member of Alpha Phi Alpha Fraternity, Inc in Montgomery County Maryland and member of the Fathers Club at Mount St Joseph High School in Baltimore, Maryland.

One hour CPE available

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03/28/187:30am to 9:00amStephanie Scarola

Topic:  New Repatriation Transition Tax with First Installment Due 4/17

We are pleased to have Mishkin Santa, JD, LLM present on te timely topic of the new repatriation transition tax.

CPE of 2.0 hours is available.  NCVSCPA members and non-members are welcome to attend.

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03/28/188:30am to 10:30amLynn Eller

Topic:  Benefits

More information coming soon...


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04/25/187:30am to 9:00amStephanie Scarola

Topic:  New Auditor Reporting Requirements under PCAOB Rules

Speaker:  Robert H. Cox, BrigliaHundley, P.C.

Save the Date!

Additional details and registration coming soon...


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04/25/185:00pm to 6:45pmGary Brooks

Topic:  Post-Tax Season Review & Discussion

A complimentary lunch is provided

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04/26/1811:00am to 1:00pmLynn Fasi

Topic:  Federal Contractors:  Don't Get Caught with Your Pants Down

Presenter:  Karen Harbaugh, Squire Patton Boggs

Additional details and registration coming soon.

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05/08/188:00am to 9:30amWilliam Maxwell

Topic:  The 4 prevailing factors in valuing your practice and making them work for you

Presenter:  Ira S. Rosenbloom, Chief Operating Executive, Optimum Strategies, LLC

A complimentary lunch is provided

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05/16/1811:00am to 1:00pmLynn Fasi

Topic:  50 Ways to Lose Your Exemption
Presented by:  Catherine Pennington, CPA

Were you aware that a Non-Profit can actually lose their tax exemption? Had you ever thought how devastating this would be should it happen? You owe it to your Non-Profit or Non-Profit clients to be as educated on this topic as possible. 

What you’ll learn:
The guiding principle of this session is that if you have a tax exemption, there is a way you can lose it. We’ll examine the specific requirements of common types of exempt status, requirements that need to be monitored or avoided. We’ll also look at several real-life examples of organizations that either lost their exemption of failed in the attempt to gain exempt status and what they might have done differently. 

Who will Benefit?
The session will benefit CFO's and Executive Directors who present regularly to their Finance Committee and board, financial heads of staff at non-profits as well as auditors who make financial presentations to their non-profit clients

Future meeting dates:
August 17th
September 21st
October 19th
November 16th

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05/17/188:00am to 9:30amBrian Wendroff

Topic:  Valuations

More information coming soon...


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05/30/187:30am to 9:00amStephanie Scarola

Topic:  Cloud Computing for Accounting Firms:  What you need to know

The trend in CPA profession is firms are migrating 100% to the Cloud.  Join as we discuss:
  • Current State of teh Cloud
  • How Accounting Firms are leveraging the Cloud today
  • Approaches to Application Hosting
  • Differences between Microsoft RDS and Citrix
  • Questions to ask a Cloud Provider
Presenter:  Christopher Stark, CEO, & Sherrill Herbert, National Sales Director, Centrom

A complimentary lunch is provided

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06/20/1811:00am to 1:00pmLynn Fasi

Topic:  Cash Balance Plans and how they can be added to a 401k plan.  Benefits, things to consider.

More information coming soon...


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06/27/187:30am to 9:00amStephanie Scarola

Topic:  ERP System Overview

Presenters:  Glenn Anstead & Mark Hoffman

Additional details and registration coming soon.

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07/10/188:00am to 9:30amWilliam Maxwell

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