MSADA Office Manager and Controller Training

Join us for an informative session covering important and timely issues that you face as a dealership controller or office manager.
12.15.20
Virtual

About The Virtual Training

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On December 15, blumshapiro is proud to partner with the Massachusetts State Auto Dealers Association (MSADA) to host the MSADA Office Manager and Controller Training. This complimentary virtual event will run from 10 AM to 12 PM and is intended to provide timely and relevant content to dealership controllers and/or business managers. 

Please see below for a detailed agenda. 

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10:00
-
10:05
Welcome
Rick Parmelee, CPA
Partner, blumshapiro
10:05
-
10:35
Timely Tax Topics
Julissa Jandreau, CPA, MST
Director, blumshapiro

An overview of timely tax topics including fixed asset capitalization, meals and entertainment & Form 8300 reporting.
10:35
-
11:05
IT Security Awareness
Eric Brown, CISSP, PCIP
Cyber Due Diligence Manager, blumshapiro

Tips for keeping employees safe in today’s computing environment.
11:05
-
12:05
BREAKOUT SESSION A: Excel for Controllers and Officer Managers - Advanced
Brandon Mitchell, CPA, CVA
Supervisor, blumshapiro

Workshop style Excel training with a focus on the formulas needed to perform reconciliations and ad hoc reporting. To make this session as relevant as possible, please submit any Excel challenges you are facing to the facilitator ahead of time for group discussion to bmitchell@blumshapiro.com.

OR
11:05
-
12:05
BREAKOUT SESSION B: Excel for Controllers and Officer Managers – Basic
Joseph Queno, CPA
Supervisor, blumshapiro

Workshop style Excel training with a focus on the basics needed to get started with using Excel. This session includes simple practical solutions you can start using immediately.
12:05
-
12:10
Wrap Up
Christopher Ernest, CPA
Partner, blumshapiro

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