2010-2016 Workshops and Speakers on Finance
For information on other topics, please use the Archives menu above. Contact information is from time of the conference.
2016
Board Financial Due Diligence: Expectations and the 990 Story
Budget for Success: Not For Profit But We’re Not for Loss
2015
Financial Literacy and Oversight
Jack Fein, CPA, CGFM, PSA, Managing Director
Kyle Neeld, CPA, CGMA, Managing Director
The Mercadien Group, P.O Box 7648, Princeton, NJ 08543-7648
jfein@mercadien.com, lneeld@mercadien.com 609-689-9700, www.mercadien.com
Budget Basics for the Non-Accountant
Dennis Kilfeather, MBA, ABA, RTP, RTRP Supervisor, Lear & Pannepacker
791 Alexander Road, Princeton NJ 08540
dennis@lp-cpa.com, 609-452-2200 Ext: 226, www.lp-cpa.com
2014
Elements of Strong Financial Oversight
Jack H. Fein, CPA, CGFM, PSA, Managing Director
Lisa M. Thouin, CPA, Managing Director
The Mercadien Group
P.O. Box 7648, Princeton, NJ 08543-7648
jfein@mercadien.com, lthouin@mercadien.com, 609-689-9700, www.mercadien.com
Budget Basics for the Non-Accountant
Dennis Kilfeather, MBA, ABA, RTP, RTRP Supervisor, Lear & Pannepacker
791 Alexander Road, Princeton NJ 08540
dennis@lp-cpa.com, 609-452-2200 Ext: 226, www.lp-cpa.com
2013
Elements of Strong Financial Oversight
Jack H. Fein, CPA, CGFM, PSA, Managing Director
Lisa M. Thouin, CPA, Managing Director
The Mercadien Group
P.O. Box 7648, Princeton, NJ 08543-7648
jfein@mercadien.com, lthouin@mercadien.com, 609-689-9700, www.mercadien.com
Budget Basics for the Non-Accountant
Dennis Kilfeather, MBA, ABA, RTP, RTRP, Supervisor, Lear & Pannepacker, LLC
791 Alexander Road, Princeton, NJ 08540
dennis@lp-cpa.com, 609-452-2200 Ext: 226, www.lp-cpa.com
2012
Caring Enough to Do What You Need to Do: Financial Due Diligence
Mike Holk,Partner, Bedard, Kurowicki & Co., CPAs
115 Board Street, Flemington, NJ
908-782-7900 X 117, MAH@BKC.COM
Joseph Carducci, Partner, Bedard, Kurowicki & Co., CPAs
115 Board Street, Flemington, NJ
908-782-7900, MAH@BKC.COM
2011
The Elements of Good Financial Stewardship
Jack Fein,CPA, Principal, Mercadien, P.C., Certified Public Accountants
P.O. Box 7648, Princeton, NJ 08543-7648
Jfein@mercadien.com, 609-689-9700, www.mercadien.com
Sherise Ritter, CPA, Principal, Mercadien, P.C., Certified Public Accountants
P.O. Box 7648, Princeton, NJ 08543-7648
sritter@mercadien.com, 609-689-9700, www.mercadien.com
2010
Budgeting for the Rest of Us: How to Make Sense of Budgets If You’re Not a Financial Expert
Sherise Ritter,The Mercadien Group
P.O. Box 7648, Princeton, NJ 08543-7648
sritter@mercadien.com, 609-689-9700, www.mercadien.com
Jack Fein,The Mercadien Group
P.O. Box 7648, Princeton, NJ 08543-7648
Jfein@mercadien.com, 609-689-9700, www.mercadien.com
