PUBLIC FINANCE ALERT !!!
For Municipalities and School Districts
EARN 5 CEUs
APRIL 6, 2009 NEW JERSEY LAW CENTER, NEW BRUNSWICK, NJ
Applied to DCA - CMFO,CCFO – 5 CEU’s - 3 Financial Debt Management 1 Accounting 1 Budget
Approved CPA, RMA , PA – 5 CEU’s – Accounting & Auditing
8:30am – 9:30 amRegistration, HOT BUFFET BREAKFAST
9:30am – 1:50 pm * Financing & Implementing Energy Savings Improvement Program
Recent Legislation and Regulations
Technologies
Lease Purchase and Financing Options
Power Purchase agreement
Solar Energy renewable certificate & other demand response
Reduction payment opportunities
Cooperative efforts of municipalities, school districts and other
Local Government Agencies
PANELISTS: Ronald J. Ianoale, McManimon & Scotland, L.L.C.
Marc Pfeiffer, Division of Local Government Services
Lyle Rawlings, Advanced Solar Products
* Municipal Water/Sewer Privatization – It’s Back!
Statutory analysis of Private and Public options
Procurement issues in evaluating proposals
Tax issues affecting exemption on outstanding debt
Strategic negotiating issues
PANELISTS: Joseph Baumann, Mc Manimon and Scotland, L.L.C.
Kim Whalen, Acadia Financial Group
Representative of New Jersey American
BREAK
* Update of Bond Market Changes and Current Internal Revenue Code
and Securities and Exchange Commission Policy Issues
Market changes in bond and note issues and increasing impact of different
Credit ratings
Choice of credit rating agencies: Moody’s/Standard & Poor’s
Post issuance compliance requirements
OPEB update
Secondary Market Disclosure changes
PANELISTS: Matthew D. Jessup, McManimon & Scotland, L.L.C.
Leon Costello, Ford Scott & Associates, L.L.C.
Steve Faber, Public Financial Management
Sherry Tracey, Phoenix Advisors
MODERATOR: Edward J. Mc Manimon,III Mc Manimon & Scotland, L.L.C.
PAYROLL WORKSHOP
For Municipalities and School Districts
APRIL 13, 2009 - NJ LAW CENTER, NEW BRUNSWICK, NJ
Applied to DCA - CMFO - 4 CEU’S- 2 Financial/Debt Mgt. & 2 Accounting
Applied to DCA - CCFO - 4 CEU’S- 2 Financial/Debt Mgt, 2 Accounting
Approved CPA, RMA , PA – 4 CEU’s – Finance
Registration and Breakfast Buffet 9am to 10am - Seminar 10am to 1:20pm
- Identify an employee FLSA employee classification
- Recognize taxable vs. nontaxable fringe benefits
- Fringe benefit taxation and reporting requirements
- 457 and 403(b) overview Calculate gross and net pay
- Withhold, deposit, and report federal income taxes Prepare and file Forms 941 and W-2
- Use forms provided by new employees, including Forms W-4, I-9, and W-5
- Payroll processes compliance audit Implementingnew tax laws and regulations
INSTRUCTOR: Karen Salemi, FLMI, CPP
FAIR LABOR STANDARD ACT and
FAMILY LEAVE MEDICAL ACT WORKSHOP
APRIL 24, 2009 - RUTGERSUNIVERSITY, LABOREDUCATIONBUILDING
NEW BRUNSWICK, NJ
Applied to DCA - CMFO - 4 CEU’S- Financial/Debt Mgt.
Applied to DCA - CCFO - 4 CEU’S- 2 Financial/Debt Mgt, 2 CountyFiscal Oper
Approved CPA, RMA , PA – 4 CEU’s – Finance
Registration and Breakfast Buffet 9am to 10am - Seminar 10am to 1:20pm
FLSA
Minimum wage
Overtime
Overtime for law enforcement
Record keeping
Child labor
FMLA
Special proviso for teachers
INSTRUCTOR: Ms. Sandra Steinert, US Department of Labor
IMPLEMENTATION OF INTERNAL CONTROLS
MAY 8, 2009 RUTGERS LABOR & EDUCATION BUILDING,
NEW BRUNSWICK, NEW JERSEY
Applied to DCA - CMFO,CCFO – 4 CEU’s – 4 Accounting
Approved CPA, RMA , PA – 4 CEU’s – Accounting & Auditing
8:00am – 10:00amRegistration, HOT BUFFET BREAKFAST
10:00am – 1:20pm* Procedures for Periodic Employee Review
How frequent should review be performed?
Types of Controls
* Cash Management
Who makes daily deposits?
Do You have a Plan
What Security is used?
Safeguard of Checks
Importance of Bank Reconciliation’s Requirement of Signatures on checks
Who Prepares?
* Segregation of Duties
* Purchasing- Procurement controls
* Fixed Asset Accounting – Maintaining - Updating
* Technology Security
How secure are the computers in your office
INSTRUCTOR: Bob Allison, RMA, CPA - Farrell, Allison & Meyers
FISCAL OUTLOOK FOR 2009
MAY 29, 2009 NEW JERSEY LAW CENTER, NEW BRUNSWICK,NJ
Applied to DCA - CMFO,CCFO – 4 CEU’s - 4 Financial Debt Management
Approved CPA, RMA , PA – 4 CEU’s – Accounting & Auditing
8:00am – 10:00 amRegistration, HOT BUFFET BREAKFAST
10:00am – 1:20pm* Macro Economic overview of the financial crisis world wide
SPEAKER: Roger Shields – Economist - MBIA
* State of the State overview of NJ credits and pressures
SPEAKER: Richard Marino – Standard & Poor’s
* Overview of Legal requirements and challenges for municipal issues
SPEAKER: Lisa Gorab – Wilentz, Goldman and Spitzer
* Overview of New Financing options for alternative energy projects
for New Jersey
SPEAKER: Robbi Acampora – Capital Financial Advisors
MODERATOR: Miriam Cleary - MBIA
WHAT THE PUBLIC WORKS MANAGER SHOULD KNOW ABOUT HAZARD COMMUNICATION and MATERIAL SAFETY DATA SHEETS (MSDS)
MAY 29, 2009 NEW JERSEY LAW CENTER, NEW BRUNSWICK
Applied to DCA - CPWM - – 4 CEU’s – 4 Technical
9:00am – 9:30 amRegistration, HOT BUFFET BREAKFAST
9:30am – 12:50pm* WHAT IS A MATERIAL SAFETY DATA SHEET? (MSDS)
* COLLECTING YOUR MSDS
* TRAINING YOUR EMPLOYEES
* TYPES OF INCIDENTS
* YOUR WRITTEN HAZARD COMMUNICATION PROGRAM
* REVIEW
INSTRUCTOR: Rick Mc Grath, PE. Boswell Engineering
PAYROLL 2009 WORKSHOP
JUNE 12, 2009 NEW JERSEY LAW CENTER, NEW BRUNSWICK, NJ
Applied to DCA - CMFO,CCFO – 4 CEU’s - 2 Accounting 2 Financial Debt Management
Approved CPA, RMA , PA – 4 CEU’s – Accounting & Auditing
8:00am – 10:00 amRegistration, HOT BUFFET BREAKFAST
10:00am – 1:20pm* Internal Revenue Service Review of Employment Taxes
Potential Problems-Employee/Contractor, FTF Forms 1099, Employee Expenses
Allowances/Benefits-Employee or Contractor-Attorney, Judges, Event Managers,
Life Guards, Officials
* Internal Revenue Service Review of Types of Benefits
Clothing Allowances, Personal Use of Vehicles, Reason for Non-Compliance
* Internal Revenue Service Review of Form 1099
Services provided, Attorney’s Even if Incorporated, Filing Electronically
* Internal Revenue Service Review of Employee Benefits
Expense reimbursement, Accountable Plans must meet All Three requirements
Auto Allowances, Meals, Longevity Pay, Cost of Living, and More!
INSTRUCTOR: Pat Regetz, I R S Agent
Directions on our web site –
PAYMENT OR PURCHASE ORDER DUE BY DAY OF SEMINAR P.O. #______
In order to receive proper credit, please mail checks along with this part of the flyer to:
Mail Checks to:Institute For Professional Development
P.O. Box 1468, Clifton, New Jersey 07015-1468 Telephone (973)-777-4200
Please check [X] which Seminar you wish to attend
[ ] I wish to register for the 4/6/09 Public Finance Alert Workshop (___$99.00 PER PERSON)
[ ] I wish to register for the 4/13/09 Payroll Workshop (___$99.00 PER PERSON)
[ ] I wish to register for the 4/24/09 FLSA & FMLA Workshop (___$99.00 PER PERSON)
[ ] I wish to register for the 5/8/09 Internal Controls Workshop (___$99.00 PER PERSON)
[ ] I wish to register for the 5/29/09 Fiscal Outlook for 2009 (___$99.00 PER PERSON)
[ ] I wish to register for the 5/29/09 Hazard Communications Workshop (___$99.00 PER PERSON)
[ ] I wish to register for the 6/12/09 Payroll with the IRS Workshop (___$99.00 PER PERSON)
FAX YOUR REGISTRATION FORM TO (973)-777-0401
Cancellation Policy – 48 Hours in advance of seminar, in writing
** During inclement Weather, Call the Day Before the Seminar**
SEMINAR INCLUDES HOT BUFFET BREAKFAST $ 99.00 per person
NAME TITLE
ADDRESS
______
Organization or Government Unit Phone Number FaxNumber
CLAIMANTS CERTIFICATION & DECLARATION
I do solemnly declare and certify under the penalty of the law Just mail your check with this application form
That the within bill is correct in all particulars, the articles you do not need to send your Voucher for a separate
Have been furnished or services rendered as stated herein, that signature since the presigned certification
no bonus has been given or received by any person or persons on the left can be attached to your Voucher in lieu
within knowledge of this claimant in connection with the above of sending it to us for a signature. This form has
Claim and that the amount charged is a reasonable one. been determined by DLGS to meet the requirement
Michael F. Conti of the statutes for this type of expenditure.
Michael F. Conti, Program Coordinator
P.O. Box 1468, Clifton, NJ07015-1468 (973)-777-4200 - FAX (973) 777-0401