Marvin University Events

• Marvin University is our free seminar series that addresses issues that many of our clients experience on a daily basis in their organizations. We generally hold these sessions at 12:00 pm on the third Wednesday of every month and they last approximately one hour. We broadcast the seminars live via webinar, and have the ability to take your questions as if you were sitting in the room with us.

See our upcoming events or download our past events below. To register, click the title of the webinar and follow the prompts.

Upcoming Events -- Registration will open soon, stay tuned!

 

LIVE WEBINARS:

May 19th:	Annual Government Accounting Update with Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager
June 16th:	Income Tax Reporting Basics for Trustees and Executors with Kristin A. LeBrou EA, CFP®, Tax Manager
July 21st:	Employee Benefit Plan Update with Alan W. Clink, CPA, Director
August 18th:	Business and Personal Income Tax Update with Daniel J. Litz, CPA, Director and Megan (Yee Ching) Tan, CPA, CFE, CIA, FCCA, Tax Manager
September 15th:	TBD with Karl F. Newton, CPA - Director
October 20th:	Social Security/Retirement Planning Update with James E. Amell, CPA, Director
November 17th:	Estate and Gift Tax Update with Christopher L. Cimijotti, CPA, Principal
December 15th:	TBD with Thomas W. Hosey, CPA, Director

 

Stay Tuned for additional dates/topics
*Schedule subject to change

 

CPE Credit Reminder: Each individual must be registered separately in order to receive CPE credit. Many companies have several people sit together to participate in the webinars, however, each person must be registered under their own email address – 1 credit per email address! CPE forms should be emailed to Lois Sanderson (les@marvincpa.com) as soon as possible following completion of webinar.

 

If you have an idea for a webinar topic, please send an email to Marketing Manager Kathy Kirvin at kek@marvincpa.com. 

 

Past Events

The Seminars are roughly 30-40MB. Depending on your connection, these can take a bit of time to download. The files are saved in .wmv format so use your media players to open them.

 

04-22-2021	CFR-update and Supplement Schedules with Rachel A. Reynolds, Assurance Manager
01-27-2021	2021 Tax Update: PPP2 and Potential Tax Law Changes with Kevin P. O'Leary, CPA, Managing Director and Debra L. Smith, CPA, Director
12-16-2020	Marvin University: Meet and Eat - A Virtual Lunchtime Chat with Kevin P. O'Leary of Marvin and Co., Jennifer M. Ball of Bond Schoeneck & King, Jeffrey B. Scwartz of Phillips Lytle LLP and Timothy P. Noonan of Hodgson Russ LLP
11-18-2020	Christopher L. Cimijotti, CPA, Principal – Estate and Gift Tax Update
11-04-2020	Thomas W. Hosey, CPA, Principal – Top Not-for-Profit Accounting and Auditing Issues Facing CPAs
10-21-2020	John J. Unser, CISO, IT Director/Vulnerability Assessor - Next Generation IT Security
08-19-2020	Daniel J. Litz, CPA, Director and Megan (Yee Ching) Tan, CPA, CFE, CIA, FCCA, Tax Manager - Business and Personal Income Tax Update
07-22-2020	Debra L. Smith, CPA – Principal – Succession Planning for Family Business
07-15-2020	Alan W. Clink, CPA, Director – Employee Benefit Plan Update
06-30-2020	Special PPP Webinar - Kevin P. O'Leary, CPA - Managing Director and Karl F. Newton, CPA - Director
06-17-2020	Andrew A. Matthews, CPA – Assurance Manager – Accounting Standard Update No. 2016-02: Leases (Topic 842)
05-20-2020	Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM , Assurance Manager – Annual Government Accounting Update
04-22-2020	Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
04-07-2020	The COVID-19 Impact: CARES Act - The Sequel Webinar
03-31-2020	The COVID-19 Impact: CARES Act Provisions Impacting Businesses, Not-For-Profits and Individuals Webinar The COVID-19 Impact: HR Information Webinar
01/15/2020	Kristin A. LeBrou, EA, CFP®, Tax Manager – SECURE Act Update – What You Need To Know
12/18/2019	James E. Amell, CPA, Director - Social Security/Retirement Planning Update
12/11/2019	Christopher L. Cimijotti, CPA, Principal - Estate and Gift Tax Update  Financial Roadmap excel file: CLICK HERE
10-16-2019	Karl F. Newton, CPA, Director - Update on the Lease Accounting Standard
9-18-2019	Thomas W. Hosey, CPA, Principal - Navigating Revenue Recognition for Nonprofits – What We Have Learned from Others
8-21-2019	Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update
7-17-2019	Alan W. Clink, CPA, Director - Employee Benefit Plan Update
6-19-2019	Andrew A. Matthews, CPA, Principal - New Revenue Recognition Standard Updates
6-5-2019	Myra M. Thorne, MBA, PHR, HR Manager - What's New In Human Resources for 2019  *(not CPE eligible)
5-15-2019	Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager - Annual Government Accounting Update
4-17-2019	Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
3-20-2019	John J. Unser, CISO, IT Director and Vulnerability Assessor - Security Awareness *(not CPE eligible)
12-19-2018	Kevin P. O'Leary, CPA, Director - Year-End Tax Planning and Tax Reform Updates
11-14-2018	Christopher L. Cimijotti, CPA , Principal – Estate and Gift Tax Update
10-17-2018	Thomas W. Hosey, CPA, Principal - Revenue Recognition of Grants and Contracts by NFP Entities
09-26-2018	Alan W. Clink, CPA, Director; Karl F. Newton, CPA, Director; and Andrew A. Matthews, CPA, Assurance Manager - New Revenue Recognition Standards Update
09-19-2018	Victoria A. Reilly, EA, Tax Manager - Tax Reform Update
08-15-2018	Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update
07-18-2018	James E. Amell, CPA, Director – Planning for Retirement/Social Security Update
06-20-2018	Alan W. Clink, CPA, Director and Linda M. Conrad, CPA, Senior Employee Benefits Specialist – Employee Benefit Plan Update
05-16-2018	Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM , Assurance Manager  – Annual Government Accounting Update -- Recording issues, link unavailable. If you're interested in the powerpoint, please email kek@marvincpa.com.
04-18-2018	Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
01-24-2018	Implementation of the New Not-For-Profit Financial Reporting Requirements
11-15-2017	It's Not All About Taxes - 2017 Estate and Gift Update
10-18-2017	Cost Efficiencies in Preparing for Your Audit
09-13-2017	Fraud Concerns for Management and Auditors
08-16-2017	Business and Personal Income Tax Update
08-09-2017	New York State Paid Family Leave (PFL)
06-21-2017	Employee Benefit Plan Update
05-17-2017	Annual Government Accounting Update
01-18-2017	Social Security and Retirement Planning Update
11-16-2016	Preparing For the Worst - How To Put Together A Financial Roadmap for Your Survivors
09-21-2016	Overview of ASU 2016-14 Not-For-Profit Financial Statements
08-17-2016	Business and Personal Income Tax Update
07-27-2016	Understanding the New U.S. Department of Labor Overtime Rules
06-15-2016	Retirement Plan Dynamics & Industry Updates (Part II)
05-18-2016 02-17-2016 01-06-2016 11-18-2015 08-19-2015	Annual Government Accounting Update General Tax and Social Security Planning Fraud Concerns and Steps to Protect Against Fraud 2015 Estate Gift Tax Update Business and Personal Income Tax Planning Webinar
07-15-2015	General Not-For-Profit Update
06-17-2015	Understanding Retirement Plan Dynamics
05-20-2015	Annual Government Accounting Update
03-18-2015	Personal and Business Tax Updates
02-20-2015	General Tax and Affordable Care Act Updates
01-21-2015	Effective Audit Committees for Nonprofit Organizations
11-25-2014	Estate Gift Tax Update
10-29-2014	FASB Accounting Update
10-22-2014	Not-For-Profit Seminar
09-17-2014	New York State Sales Tax Concepts and Recent Updates
08-20-2014	Business and Personal Income Tax Update
07-16-2014	Understanding Retirement Plan Dynamics
06-18-2014	Cost Allocation Development
05-21-2014	Annual Government Accounting Update
03-19-2014	Tax Exempt Form 990 Update and Other Hot Tax-Exempt Issues
02-19-2014	New Not-For-Profit Law and Other Not-For-Profit Updates
02-05-2014	Peer Review
11-20-2013	Estate Gift Tax Update
10-16-2013	Personal and Business Tax Update
09-18-2013	FASB Accounting Update
06-19-2013	Personal Tax Update
05-15-2013	Governmental Update
11-28-2012	A&A Update
10-24-2012	Personal - Corporate Tax Update
09-19-2012	Donor Imposed Restrictions
08-15-2012	Estate and Gift Tax Update (Download slides here)
07-18-2012	SEP/ROTH/IRA – Planning For the Future
06-20-2012	Planning for Your Social Security Benefits
05-16-2012	Lessons Learned from Comptroller Audits
03-21-2012	Internal Control
02-15-2012	Reading Financial Statements
01-25-2012	Ethics for Board Members (Download slides here)
12-21-2011	Accounting and Auditing Update
10-19-2011	What’s in your Estate Plan
08-17-2011	Tax Audit Update
07-27-2011	Business Tax Ideas
05-18-2011	School Districts/Governmental Accounting Standards Update
04-26-2011	Ethics Training for Board Members
03-16-2011	Endowments and NYPMIFA
02-16-2011	Sales Tax Update - Lessons from Recent Audits
01-26-2011	Personal and Corporate Tax Update