Office (973) 784-4431
Fax (973) 784-4432
P.O. Box 1125, Denville, NJ 07834

Click on course name for link to seminar outline/registration form!!

PRICING POLICY

Attend 2 webinars at $90.00 in calendar year 2023, attend the 3rd & subsequent webinar(s) you attend for $80.00 per webinar. If you sign up for 3 or more webinar(s) but cancel your attendance at one (or more) and attend less than 3, those seminars will be charged at $90.00 each. Please contact Angela Homa at 973-784-4431 with questions.


ETHICS AND INTERNAL CONTROLS WEBINAR

Tuesday, April 18, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Learn Fraud Prevention Techniques, Internal Controls and Ethical & Legal Complications Regarding Contract Management
  • Review Local Government Ethics Law Including Steps for Ethical Leadership & Discuss Ethical Case Studies
  • Learn Internal Controls and The Methods And Procedures Used To Safeguard Assets And Other Resources

INSTRUCTORS:
Robert J. Shannon, Retired Administrator, CFO, RMC, CTC, QPA & RPPO
William M. Homa, Retired CFO, CTC, CPA, RMA, QPA & PSA

******$90 Per Person******

Approved for 4 Professional Ethics CPEs for CPAs and RMAs; 4 Ethics CEUs for CMFOs and County CFOs; 4 Ethics CEUs for CTCs; 4 Ethics CEUs for RMCs; 4 Ethics CEUs for CPWMs; 3 Ethics and 1 Management & Supervision Credits for RPPOs/RPPSs; 4 Ethics Contact Hours for QPAs; 4 Recertification Credits Classroom for Certified Recycling Professionals & 3 CPC Professional Practice Ethics Credits for Professional Engineers


BANKRUPTCY WEBINAR

Tuesday, April 25, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Learn How to Deal with your Local Attorney Regarding Bankruptcy Issues
  • Learn How to Establish Bankruptcy Strategy
  • Complete Review of The Proof of Claim
  • Learn How to Verify the Status of your Bankruptcies
  • Learn How to Use Pacer as a Useful Tool In your Office

INSTRUCTOR:
Keith A. Bonchi, ESQ., General Counsel to the Tax Collector’s & Treasurer’s Association of NJ
Francis Ballack, ESQ., Goldenberg, Mackler, Sayegh, Mintz, Pfeffer, Bonchi & Gill

******$90 Per Person******

Approved for 4 Finance CPEs for CPAs and RMAs; 2 Enforcement and 2 Legislation CEUs for CTCs; 2 Financial and Debt Management, 2 Office Management and Ancillary Subjects CEUs for CMFOs and County CFOs; 4 Finance CEU’s for RMC’s.


CHIEF FINANCIAL OFFICER CALCULATIONS WORKSHOP

Tuesday, April 11, 2023 – Zoom Webinar
Tuesday, May 2, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Preparation of an Annual Debt Statement
  • Preparation of a Supplemental Debt Statement
  • Accrued Interest Calculations
  • Tax Rate Calculations
  • Percentage of Tax Collections and Receipts From Delinquent Tax Calculations

INSTRUCTORS:
William M. Homa, CPA, RMA, CMFO, CTC, QPA & PSA

******$90 Per Person******

Approved for 4 Accounting CPEs for CPAs and RMAs; 4 Accounting CEUs for CMFOs and County CFOs; 2 Reporting, Billing & Collection and 2 General/Secondary CEUs for CTCs; 2 Finance & 2 Professional Development CEU’s for RMCs.


COLLECTOR’S RESPONSIBILITY FOR ENFORCEMENT

Thursday, May 11, 2023 - Zoom Webinar
Tuesday, June 6, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Complete Review of Standard & Accelerated Tax Lien Sales
  • Complete Review of Records Maintained by The Tax Collector
  • Hands-On Preparation of Tax Sale List, Notice of Sale & Tax Sale Certificates
  • Hands-On Calculations of The Complete Tax Sale Process Including The Amount To Be Advertised In The Notice of Sale, Subsequent Payments by Third Party Lien Holders & Redemption of Tax Sale Certificates

INSTRUCTORS:
William M. Homa, CPA, RMA, CMFO, CTC, QPA & PSA

******$90 Per Person******

Approved for 4 Accounting CPEs for CPAs and RMAs; 2 Enforcement & 2 Reporting, Billing and Collection CEUs for CTCs; 2 Accounting & 2 Office Management & Ancillary Subjects CEUs for CMFOs and County CFOs; 2 Finance & 2 Professional Development CEUs for RMCs.


LONG-TERM BUDGETING WEBINAR

Tuesday, May 9, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Learn How To Create A Long-Term Outlook While Developing The Annual Budgets
  • Review Of Fund Balance History & Projections
  • Communicating Long-Term Financial Positions To Residents & Rating Agencies
  • Learn How Capital Planning Effects Our Budget
  • Learn How To Plan For Legislative & Executive Changes That Could Affect Your Budget
  • Learn How To Plan For Pandemics & Natural Disasters That Could Affect Your Budget

INSTRUCTORS:
Joseph Kovalcik, Jr., CCFO, CFO, Wharton Borough Administrator
Jason Gabloff, CFO, MPA, Mendham Township CFO & Administrator

******$90 Per Person******

Approved for 4 Accounting CPEs for CPAs & RMAs; 4 Budgeting CEUs for CMFO’s & County CFO’s; 2 Reporting, Billing & Collection & 2 General/Secondary CEU’s for CTCs; 2 Management & 2 Government CEUs for CPWMs; 2 Finance & 2 Professional Development CEUs for RMCs; 2 Procurement Procedures & 2 Office Administration/General Duties Contact Hours for QPA’s; 4 Public Purchasing Credits for RPPOs/RPPSs; 4 Recertification Credits Classroom for Certified Recycling Professionals & 3 CPC Credits for Professional Engineers


PREPARING FOR YOUR RATING CALL & STRATEGIES TO IMPROVE YOUR LOCAL GOVERNMENT CREDIT RATING

Thursday, May 18, 2023 – Zoom Webinar

The webinar will begin at 9:30 A.M. & conclude at 1:00 P.M

  • Learn Strategic Capital & Debt Planning Prior To Issuing Debt
  • Learn How To Prepare For Your Credit Rating Call
  • Moody’s Proposed New Rating Methodology
  • Learn Strategies To Improve Your Local Government’s Credit Rating
  • Arbitrage Rules & Planning

INSTRUCTORS:
Joseph Luppino, CCFO, CMFO, CPA, Retired CFO, Bergen County; Vice President Of Government Banking, Kearney Bank & Part-Time CFO, North Vale Borough

******$90 Per Person******

Approved for 4 Finance CPEs for CPAs and RMAs; 2 Financial & Debt Management and 2 Office Management & Ancillary Subjects CEUs for CMFOs; 2 Financial & Debt Management and 2 County Fiscal Operations CEUs for County CFOs; 2 Finance & 2 Professional Development CEU’s for RMC’s; 2 Management and 2 Government CEUs for CPWMs; 4 Procurement Procedures CEU’s for QPA’s and 4 Public Purchasing Credits for RPPO/RPPS.