1.5 CPEs Pending
- 8:00 AM 8:30 AM: Registration, Networking & Continental Breakfast
- 8:30 AM 8:45 AM: Welcome and Opening Remarks
- 8:45 AM 10:15 AM: "The New Revenue Recognition Standards - What does it REALLY mean to me?"
- Presenter: Stephen Mannhaupt, CPA | Grassi & Co., CPAs
- 10:15 AM 10:30 AM: Networking Break
- 10:30 AM 11:30 AM: Target Date Investing
- Presenter: Matt Leeper, AIF, PPC | American Funds
- 11:00 AM 11:30 AM: Incentive Compensation & Retention Programs
- Presenter: Joshua Anderson, AIF | Workplace Retirement Group of Raymond James
- 11:30 AM 12:00 PM: Open Discussion: Topics for Winter Conference
Registration fee: Member $50 Member | Non-member $100
(Includes continental breakfast. Seats are limited – registration is first come, first served.)
Member: $50/Person (Non-Member: $100/Person)
Registration must be received by by October 1, 2018. Checks should be made payable to ACEC New York. Seats are limited and are first come, first served.
Cancellations must be received three (3) days in advance in writing. No-shows will be charged.
Register online, or download the registration form and send with payment to 6 Airline Drive, Albany, NY 12205 or via email to Rory Tice at firstname.lastname@example.org
Stephen J. Mannhaupt, CPA
Partner-in-Charge of Assurance and Attest Services
Stephen J. Mannhaupt, CPA, is the Partner-in-Charge of Accounting and Attest Services at Grassi & Co. Steve specializes in public accounting, forensic accounting, auditing, and management consulting for clients in the, architecture and engineering, construction, professional service, real estate and not-for-profit industries. Since beginning his career in 1990, Steve has provided expert guidance to clients in specialized areas such as sustainability, internal control assessment, fraud prevention and investigation, and corporate operational efficiency, in addition to traditional accounting, tax, and audit support.
Steve has been a part of the Grassi & Co. team for more than 25 years, and is a member of the firm’s Executive Committee. Steve also serves as the Chair of the Firm’s Internal Accounting and Auditing Committee. In this role, Steve is responsible for ensuring the Firm is in compliance with professional standards and that the staff is current with the ever changing accounting and auditing guidance. Additionally, Steve frequently provides formal continuing education (CPE) training programs for all levels of Grassi & Co.’s staff.
Joshua H. Anderson, AIF®
Financial Advisor, Investments
Joshua Anderson is a financial advisor and partner of the Allen Investment Group of Raymond James. He is responsible for the group’s retirement plan consulting practice and helps companies engineer retirement plan solutions that can improve participant benefits and mitigate fiduciary liability.
Josh provides top-level guidance on many aspects of retirement plan operations: governance, plan design, education and service providers. Consulting in a number of capacities, his group focuses on delivering total retirement plan solutions for defined contribution, defined benefit, profit sharing, ESOP, deferred compensation and executive benefit plans.
Prior to joining Raymond James in 2005, Josh was a financial advisor with the Allen Investment Group of RBC Wealth Management. Josh has over 10 years of wealth management consulting experience with retail and institutional clients. He has received formal training in investment fiduciary responsibility as an Accredited Investment Fiduciary® designee from Fiduciary360.
Josh is a graduate of Carnegie Mellon University in Pittsburgh, PA and has a BHA in Cognitive Science and Communication Design with an additional major in Human-Computer Interaction.