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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.

Upcoming Seminar: October 20, 2014

Location:

Rivers Casino
777 Casino Dr.
Pittsburgh, PA  15212
FREE PARKING at Rivers Casino

Time:

8:00 a.m.–4:00 p.m.

Cost:

$129 - Pre-registration required

CPE Credit Hours:  

          8 (1 credit A&A, 2 Ethics, 1 Other, 4 Tax)

Registration:

  1. Make your check payable to IUP Research Institute
  2. Open the registration form, complete, and mail it with your payment to IUP Eberly College of Business and IT, Suite 108, 664 Pratt Drive, Indiana, PA  15705 OR call 724-357-4841 if you wish to register via phone with a credit card payment.  VISA and MasterCard are accepted.
  3. The registration deadline is Monday, October 13, 2014. If registering after the deadline, please call 724-357-4841 before submitting your registration.

Topics:

  • "Back from the Brink: Internal Controls?"
    Wayne Freed  
  • "Ethics for CPAs: Applications, Education, and Research"
    Heidi Bartholomew  
  • "New IRS Streamlined FBAR Program, an Attractive Solution for Many, Trap for Some"
    Michael Lloyd and Steve Pieklik 
  • "Local Market Update:  Healthcare Reform Review, Alternatives to Healthcare Reform Plans,   401(k) Compliance"Kevin Sweeney and David Lipkin
  • "The Economics of NFL Football"Mike Wagner
  • "The Role of Personal Financial Planning in Developing and Managing Tax Strategy"
    John Molster, Jr. 
  • "Tax-Efficient Investment Strategies"
    Jeffrey A. Schlegel

Presenter Bios:

Heidi Bartholomew, CPA MTax,  joined the faculty of the Katz Graduate School of Business at the University of Pittsburgh in 2010.  Her areas of teaching specialty are Advanced Accounting, Auditing and Leadership in the undergraduate business, MBA and MAcc programs.  She is the interim director for the David Berg Center for Ethics and Leadership, which focuses on supporting programs and research in the areas of corporate social responsibility, ethics, leadership, and sustainability.  Heidi has held various executive and financial management positions with several large, multi-national corporations.

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.

David M. Lipkin, F.S.A., MSPA is the consulting actuary and past president of Metro Benefits, Inc. and actively works with clients. In 1986 he founded Metro Benefits, Inc.  Metro's commitment to provide clear, comprehensive and worry-free service has made it one of the fastest growing companies in the field. David is actively involved inthe profession and has been asked to speak on a variety of topics including the professional responsibilities of the actuary.  He currently serves as president of the American Society of Pension Professionals & Actuaries (ASPPA).

Michael Lloyd is a founding partner of Williams, Coulson, Johnson, Lloyd, Parker & Tedesco.  He heads the firm’s ERISA Department and, in recent years, has focused his practices on tax controversy matters.  Prior to founding Williams Coulson, he served as a Senior Tax Attorney for the Office of Associate Chief Counsel, Employee Benefits and Exempt Organizations a the IRS.

John Molster, Jr., CFB®, is Vice President and Senior Wealth and Planning Specialist at F.N.B. Wealth Management’s Trust and Investment Advisory Sales Group.  He holds the rank of Captain with the Maryland Defense Force, the State Guard of Maryland, serving as the Operations and Training Officer of the Finance Corps.  He holds the Certified Financial Planner Designation from the Certified Financial Planner Board of Standards.

Stephen Pieklik, Esq. is an attorney with Williams Coulson.  Stephen focuses his practice on tax administration and tax controversy matters, with a particular emphasis on foreign financial account matters.  He is a member of the Administrative Practice Committee of the Tax Section of the American Bar Association and Treasurer of the Tax Section of the Allegheny County Bar Association.

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.

Kevin Sweeney’s career started with MetLife in Rochester, New York, where he worked as a group sales representative. He returned to his hometown of Pittsburgh and began working for the Principal Financial Group before accepting a position at Washington Federal Savings Bank. While at Washington Federal, he purchased the agency and partnered with a local brokerage firm. In 2011, he merged his agency with Strategic Employment Benefit Services where he served as a Vice President prior to becoming President of the organization in January 2014. 

Mike Wagner is Vice President and Private Banking Officer at First National Bank.  He has over 30 years experience in corporate finance, mergers and acquisitions, private equity lending and commercial real estate.  He holds a Bachelor of Business degree from Western Illinois University and an MBA from the University of Pittsburgh.  Mike played for the Pittsburgh Steelers during the 1970s.

Thank you to First National Bank for sponsoring this seminar.

First National Bank Logo

Please check this page for updates for this seminar and for additional seminars to be added for fall 2014.

  • 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.