An unparalleled lineup of world-famous speakers, skilled attorneys, prominent accountants and legendary industry veterans will be gathering together at one time, in one place and with just one goal - to imbue you within a powerful array of business concepts, ideas, takeaways and strategies that will profoundly inspire you all in one day... and provide
you with inspiration for years to come.

 

 

 

 

1 International Boulevard Route 17 North • Mahwah, New Jersey 07495

 

 

AGENDA

 

8:00AM – 9:30AM Shachris, Breakfast Exhibit

 

9:30AM – 10:25AM Opening General Session

Conference Opening Remarks
Presenter: Jacob I Rosenberg, CPA/PFS, CFP Partner Bernath
& Rosenberg P.C.

 

Building a Referable Practice Introduction
Presenter: Bill Cates Referral Coach

 

10:25AM – 11:20AM Track One Focus Sessions

1. Asking for Referrals without Begging or Pushing
Presenter:  Bill Cates Part 1

Attorney | CPA | Health | Life Insurance | P&C

Level Basic | Intermediate (CE Pending)

 

2. Estate & Charitable Gift Planning Part 1
Presenter: Prof Chris Woehrle American College

Sponsored by Penn Mutual

Attorney | CPA | Health | Life Insurance
Level Intermediate | Advanced (CE Pending)

 

3. Executive Session: Halacha & Business Partnerships
Presenters: Rabbi Ari Marburger & Naftali Leshkowitz, ESQ
Attorney | CPA | Life Insurance

Level Basic | Intermediate (CE Pending)

 

4. Index UL vs WL

Presenter: Michael Kelly

Sponsored by Midland National
Life Insurance

Level Basic | Intermediate

 

5. NY State Estate Taxes

Presenter: Joseph Septimus Bernstein Global Wealth Management, VP

Sponsored by ACE Seminars

Attorney | CPA | Life Insurance

Level Intermediate | Advanced (CE Pending)

 

6. TBD

 

11:20AM – 11:35AM Morning Break

 

11:35AM – 12:40PM Track Two Focus Sessions

7. Building a Referable Practice
Presenter: Bill Cates Part 2

Attorney | CPA | Health | Life Insurance | P&C

Level Basic | Intermediate (CE Pending)

 

8. Estate & Charitable Gift Planning Part 2
Presenter: Prof Chris Woehrle American College

Sponsored by Penn Mutual
Attorney | CPA | Life Insurance

Level Intermediate | Advanced (CE Pending)

9. Executive Special Session: International Estate Planning
Presenter: Michael Ben-Jacob, Esq. Partner, Kaye Scholer
Attorney | CPA | Life Insurance

Level | Basic | Intermediate must have 10 years of professional experience to participate

10. To Leap or not to Leap...That is the Question! Financial
Planning Strategies

Presenter: Rod Miller
Sponsored by LEAP systems
CPA | Life Insurance

Level | Basic | Intermediate

11. Effective use of Life Insurance in Qualified Retirement Plans
with related case studies and practical applications

Presenter: Charles Rosenberg
Sponsored by INTAC
Attorney | CPA | Life Insurance
Level Intermediate | Advanced (CE Pending)

 

12. Business Succession Planning Fundamentals

Presenter: Don Cooper, VP Life Brokerage

Sponsored by Principal
Attorney | CPA | Life Insurance

Level Basic | Intermediate CE Pending)

 

13. PPACA | Part 1

Presenter: Kate Ulrich Saracene, Esq. Partner, Nixon Peabody, LLP

Sponsored by BenefitMall
Attorney | CPA | Health | Life Insurance

Level Intermediate | Advanced (CE Pending)

 

12:40PM – 1:35PM Lunch Exhibit

 

1:35PM – 3:35PM General Session

CSB Video Presentation with Governor David Paterson

 

Afternoon Opening Remarks | Human Capital

Presenter: Mark Horowitz Principal, Senior Investment Advisor,
Bernstein Global Wealth Management

 

Upright Citizens Brigade Master Class

 

3:35PM – 3:50PM Afternoon Break

 

3:50PM – 4:45PM Track Three Focus Sessions

14. Role Play

Presenter: Bill Cates Part 3

Attorney | CPA | Health | Life Insurance | P&C
Level Basic | Intermediate (CE Pending)

 

15. Estate & Charitable Gift Planning American College
Case Study

Sponsored by Penn Mutual

Attorney | CPA | Life Insurance

Level Intermediate | Advanced (CE Pending)

 

16. Upright Citizens Brigade Workshop

Attorney | CPA | Health | Life Insurance | P&C

 

17. Executive Session: What is Material Misrepresentation
& The Ramifications of False Information
Presenter: Ira Lipsius, ESQ

Attorney | CPA | Health | Life Insurance | P&C
Level | Intermediate | Advanced
 

18. PPACA | Part 2

Presenter: Kate Ulrich Saracene, Esq. Partner, Nixon Peabody, LLP
Sponsored by Benefit Mall

Attorney | CPA | Health | Life Insurance

Level Intermediate | Advanced (CE Pending)

 

19. Are We in the Life Insurance Business or the Finance Business?

Presenter: James Magner, JD
Sponsored by Guardian

Attorney | CPA | Health | Life Insurance

Level Intermediate | Advanced (CE Pending)

 

 

4:45PM – 5:45PM General Sessions

Keynote Jack Abramoff

Sponsored by Guardian

 

5:45PM – 6:00PM Mincha

 

6:00PM – 7:00PM Networking Mixer Exhibit