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Continuing Professional Education Seminars for CPAs

The  Eberly College of Business and Information Technology provides Continuing Professional Education (CPE) certificate programs for certified public accountants (CPAs) who wish to earn CPE credits to maintain CPA certification. 

Seminar goals are to present various topics that are timely and purposeful to the public accounting profession. Sample topics covered in seminars include fraud, tax law, estate planning, auditor and internal controls, mutual funds, ethics, and more.

Presenters are selected for their knowledgeable backgrounds and fields of expertise so that program participants receive the most current and relevant information available.

Upon completion of a seminar, participants will receive a certificate listing the type and number of credits earned.

Eberly College of Business and Information Technology is a Pennsylvania-licensed CPE provider — #PX177835. 

For more information, contact Wendy Kopczyk at 724-357-4841 or e-mail wkopczyk@iup.edu.

May 28, 2015 Seminar

Location:  Edgewood Country Club, 100 Churchill Rd., Pittsburgh, PA 15235

Cost:  $149.00

Time:  8:00 a.m. - 4:00 p.m.

Participants will receive 8 CPE credits (2 Auditing/Accounting, 2 Other, 4 Tax)

Register online or print a registration form.

Preregistration required. If registering after May 20, please call 724-357-4841 prior to registration.

Speakers and Topics:

  • Buddy Hobart - Millennials and the Evolution of Leadership
    This presentation examines the current multi-generational workforce, focusing specifically on Generation Y.  In doing so, we will debunk many of the myths associated with this demographic and explain how all generations can be a tremendous workplace asset.  Incorporating the ideas generated from this talk will not only benefit your organization it will also help you solidify your position as a trusted advisor.
  • Kate Hunyady & Philip Yamalis - Tax Provisions of the Affordable Care Act
  • Jerry M. Bonenberger - ACA  & the Small Market Expansion
    In January 2014, employers with up to 50 employees experienced a significant change to how their healthcare benefits were rated and what types of coverage could be accessed.  For many, health costs increased substantially, some upwards of 100%.                                                Beginning in 2016 the small market will expand and these market reforms will apply to all businesses with less than 100 employees.  We will discuss:  The new carrier rating methodology, case studies and the impact of these changes, and strategies to avoid or delay these market reforms.
  • Jeffrey A. Schlegel - Tax Efficient Strategies
    Asset location, Muni bonds, low turnover, loss harvesting, ETFs/Index Funds, Asset Swaps.
  • Wayne Freed & Duane Ponko -Fraud & Females-Breaking One Glass Ceiling
    A look at major embezzlements by females - a major emphasis on the Rita Crundwell case - Audit failures or Neglect or ?

Speaker Bios:

Buddy Hobart founded Solutions 21 in 1994. Today, the firm is a global enterprise that provides services in four primary practice areas: Leadership Development, Strategic Planning, Employee Life Cycle, and Management Skills. Buddy has written five books, including Gen Y Now. He is a regular speaker for Vistage International and has worked globally for the Young President's Organization (YPO). Buddy has appeared on television, radio, and in print, sharing his expertise with the Wall Street Journal, USA Today, and other business publications. He has also hosted his own radio show on WMNY where he explored the factors and trends that have an impact on today's business.

Kate Hunyady is a senior stakeholder liaison for the IRS in the Mid-Atlantic area.  She works with various tax practitioner and small business industry groups to educate, promote voluntary compliance, and resolve issues.  She began her career at the IRS in 2003 and transferred to Pittsburgh in 2005 and became a stakeholder liaison in 2014.  In addition to trying to keep current with IRS policy and tax law changes, Kate makes presentations to small business and practitioner audiences on various topics including IRS policies and procedures, tax administration, and tax law issues.. 

Philip Yamalis, senior stakeholder liaison for the IRS, serves as the primary IRS liaison to both tax practitioner and small business organizations throughout the country. He is a certified IRS instructor and represents the IRS at various CPE sessions in Western PA and West Virginia. Philip has conducted numerous presentations to small business, practitioner, and general audiences on topics such as IRS policies and procedures, electronic tax administration, and law issues.

Jerry M. Bonenberger is an experienced health and benefits professional with over eight years of insurance consulting throughout Pennsylvania, Eastern Ohio, and West Virginia. Over the last several years, he has dedicated his time and energy to better understand the Health Care reform Law and its impact on employer groups. Jerry began his insurance career with a Fortune 500 insurance carrier. With an emphasis on disability, life, and voluntary benefits, he has developed a strong understanding of the contract, underwriting, and implementation process of successful employee benefits programs. 

Jeffrey A. Schlegel, CFA, is senior vice president and managing portfolio advisor for the Pittsburgh and Hermitage offices of F.N.B. Wealth Management’s Investment Advisory Group. He is responsible for evaluating, constructing, and managing investment portfolios for individual, trust, and institutional clients in the Western Pennsylvania market and surrounding areas. He is a member of the Investment Strategy, Equity, and Fixed Income committees of F.N.B. Wealth Management.

Wayne Freed is VP of the Business Banking Unit and relationship manager at First National Bank of Pennsylvania. He is responsible for the overall development and growth of client portfolios. A graduate of SRU and IUP, he works with corporate product specialists to expand product offerings to existing and prospective clients.

Duane Ponko, CPA, CFE has 32+ years teaching at Indiana University of Pennsylvania (IUP) and the University of Pittsburgh at Greensburg.  He started his career at the U.S. General Accounting Office and then spent six years at J&L Steel as an internal auditor and systems analyst and staff accountant. He has maintained a CPA practice during this time, and is CEO of Mental Health and Addiction Clinics and the CPE coordinator for Eberly College of Business and Information Technology at IUP.

For more information, please contact Wendy Kopczyk at wkopczyk@iup.edu or 724-357-4841.

Please check back periodically for the addition of future seminars.

  • Eberly College of Business and Information Technology
  • 401 Eberly
    664 Pratt Drive
    Indiana, PA 15705
  • Phone: 724-357-7889
  • Fax: 724-357-4785
  • Office Hours
  • Monday through Friday
  • 8:00 a.m.–12:00 p.m.
  • 1:00 p.m.–4:30 p.m.