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—2019 Schedule Just Announced!
2019 Schedule:
Live Webinars:
March 20: John J. Unser, CISO, IT Director and Vulnerability Assessor - Security Awareness *(not CPE eligible)
April 17: Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report
May 15: Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager - Annual Government Accounting Update
May 29: Myra M. Thorne, MBA, PHR, HR Manager - Human Resources Topic TBD *(not CPE eligible)
June 19: Andrew A. Matthews, CPA, Principal - New Revenue Recognition Standard Updates
July 17: Alan W. Clink, CPA, Director - Employee Benefit Plan Update
August 21: Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update
September 18: Karl F. Newton, CPA, Director - Update on the Lease Accounting Standard
October 16: Thomas W. Hosey, CPA, Principal - TBD
November 13: Christopher L. Cimijotti, CPA, Principal - Estate and Gift Tax Update
December 18: James E. Amell, CPA, Director - Social Security/Retirement Planning Update
Stay Tuned for additional dates/topics
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 Deborah Frank (daf@marvincpa.com) as soon as possible following completion of webinar.
*Schedule subject to change
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.
| 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.
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| 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
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| 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 |
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