The NJBankers Senior Management Conference presents an overview of the hot topics and emerging trends that will change the way your bank conducts its business now and in the future. The conference provides an invaluable opportunity for staying current on the issues affecting the rapidly changing banking industry and to network with peers and solution…

Description: Join Sherise Ritter, Mercadien Managing Director & Co-Chair of its Nonprofit & Human Services Group for a panel discussion on Nonprofit Boards at the NJBIA Women Business Leaders Forum on September 15th. Session 1 – The Nonprofit Board Whether you are a corporate woman pursuing a role as a board member or a nonprofit…

Description: Join us at the Financial Managers Society’s (FMS) 2017 East Coast Regional Conference in Maryland Sept. 17th – Sept 19th! Enjoy the history and beauty of the Washington area as you network with your peers and attend relevant, engaging workshops presented by respected speakers on finance, accounting, asset and liability management, liquidity management, and…

Warren Broudy and Digesh Patel of Mercadien’s Government Services Group will present an update on Single Audits to attendees.

Description: Mercadien proudly sponsors and hosts the MIDJersey Chamber of Commerce’s Nonprofit Executive Council September Meeting on Friday, September 15th at our offices. This council brings together Executive Directors and top leaders in non-profit organizations to share best practices, network with colleagues, gain access to resources and promote the non-profit community’s services among each other…

Description: The Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) 2016-14 marks the largest change to nonprofit accounting guidelines in more than 20 years. The new ASU will significantly impact nonprofits, potentially costing them substantial $$ if they are not ready for it. Join us on Tuesday, October 10th for a complimentary breakfast seminar and find…

Description: Join us at the New Jersey Association of Mental Health & Addiction Agencies (NJAMHAA) Fall Behavioral Healthcare Conference “Shaping Our Future” on October 24th. Be sure to stop by our exhibit booth! For more information on this event, visit NJAMHAA’s website at https://www.njamhaa.org/events

Description: Mercadien is proud to sponsor the Princeton Regional Chamber of Commerce’s Annual New Jersey Conference for Women on October 27th. Stop by our table for some fun giveaways! This conference offers over 700 attendees a half day of professional development and information workshops. The NJ Conference for Women will share the success stories of…

Description: As a corporate sponsor of the New Jersey Association of Independent Schools (NJAIS), we will be exhibiting at their annual Trustee Enrichment Day event on November 12th. Be sure to stop by our table! Effective governance is the foundation of every successful independent school, and as such, opportunities for professional development are extremely important. …

Description: Join us at the New Jersey Association of Community Providers' (NJACP) 2017 Annual Conference “One Step to Success” November 16 - 17 at Bally's Atlantic City. Managing Director Sherise Ritter will be presenting a workshop on Demystifying Mergers & Acquisitions from 9:00 - 10:30 AM on Friday, November 17, 2017. Don't forget to stop…

Description: Mercadien Managing Director Frank Pina, Co-Chair of our Forensic & Litigation Support Team, is presenting a session on Key Fraud Risks at the Philadelphia Chapter of the Institute of Internal Auditors’ Fall Conference. With increased market volatility, an ever-changing regulatory and political landscape, technology advancements, digital innovation, and ongoing data security threats, Internal Auditors…

Description: Floods are the most common and costly natural disaster in the U.S, according to the Federal Emergency Management Agency (FEMA). Between 1980 and 2013, the U.S. suffered more than $260 billion in flood-related damages. These significant losses translate to a large volume of flood insurance claims. The costliest include Hurricane Katrina in 2005, with claim payments of $16.3…

Description: Join us at the New Jersey Center for Nonprofits 2017 Annual Conference “Charting Our Course, Claiming Our Future” on Wednesday, December 6th! Be sure to stop by our exhibit booth – we look forward to seeing you there! For more information on this event, please visit the Center for Nonprofits website at: https://www.njnonprofits.org/

Description: Managing Director Lee Boss is presenting a NJBIA Webinar on Practical Considerations About Succession Planning on Thursday, January 18, 2018 from 11 AM - 12 PM. As a business owner, planning for the future is a given. You know it must happen – yet because you are caught up in the day-to-day, coming up with a…

Description: Interested in learning best practices to facilitate better understanding of board members’ responsibilities for Form 990 oversight, performing due diligence, and for meeting IRS requirements? Join Raphael Carletti, Supervisor and Jack Fein, Managing Director of Mercadien’s Nonprofit & Human Services Group at the Princeton Community Works Annual Conference on Jan. 29th from 5 -…

Description: Managing Director Salvatore Zerilli & Supervisor Daronn Grosvenor, of Mercadien's Financial Institutions Services Group, will present a workshop on Fraud Reporting – Suspicious Activity Report (SAR) Trend Analysis from 10:50 AM to 12 PM at the Philadelphia Chapter of the ACFE & FIRMA Joint Event on February 27, 2018. Check-in & breakfast will begin at…

Description: Mercadien is a proud sponsor of YBConnected's Connect to Conquer event benefiting Cradles to Crayons at the Union League in Philadelphia on Tuesday, February 27th. Cradles to Crayons provides children from birth through age 12, living in homeless or low-income situations, with the essential items they need to thrive – at home, at school, and at…

Description: In August 2016, the CFPB issued a final rule that clarified, revised and amended several provisions in the 2013 Mortgage Servicing Rules. These provisions included requirements regarding force-placed insurance notices, early intervention and loss mitigation under Regulation X servicing provisions; and prompt crediting and periodic statements under Regulation Z servicing provisions. The final rule…

Description: Mercadien's Private Company Services Group invites you to join us for a complimentary tax seminar Important Things Companies Should Know About the New Tax Laws on Tuesday, March 20 from 8:30 - 10 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. The $1.5 trillion new tax law is the most sweeping change to tax…

Description: Stop by our exhibit booth at the New Jersey Association of Mental Health and Addiction Agencies' (NJAMHAA) Annual Conference Creating Balance Through Integrated Care on April 10 - 11, 2018! NJAMHAA is a statewide trade association representing hospital-based and freestanding organizations that provide mental healthcare, substance use treatment and a broad range of other support services…

Description: Managing Director Lisa Thouin of Mercadien's Financial Institutions Services Group will be presenting a breakout session on Liquidity Risk Management from 11 a.m. to 12 p.m. at the New Jersey Bankers Association (NJBA) and Financial Managers Society New York New Jersey Chapter (FMS NY/NJ) Joint Half-Day Seminar at The Stony Hill Inn in Hackensack, NJ on Wednesday,…

Description: Join us and Sherise Ritter, Managing Director & Co-Chair of Mercadien's Nonprofit & Human Services Group, as she is honored for her work as a tireless advocate for organizations serving people with disabilities at Enable's annual benefit gala, The Roaring Funnies on Fri. April 27th. The Gala raises essential financial resources that Enable needs to…

Description: Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will be presenting a session on Forensic Interviewing - Techniques & Pitfalls at the Philadelphia Chapter of the Institute of Internal Auditors' (IIA) Spring Conference on April 30, 2018. To find out more information about this event, or to register, visit the Philadelphia…

Description: The New Jersey Association of Independent Schools (NJAIS) is a non-profit, voluntary membership association whose mission is to foster the educational, ethical, and professional excellence of its member schools, while safeguarding their independence. Mercadien is proud to be a Corporate Sponsor of NJAIS and will be exhibiting at their 2018 Finance Officers Conference at…

Description: The New Jersey Association of Independent Schools (NJAIS) is a non-profit, voluntary membership association whose mission is to foster the educational, ethical, and professional excellence of its member schools, while safeguarding their independence. Mercadien is proud to be a Corporate Sponsor of NJAIS and will be exhibiting at their 2018 Finance Officers Conference at…

Description: Managing Director Frank Pina and Manager Joseph Galdo, of Mercadien's Forensic & Litigation Support Services Group, will be presenting a session on Fraud & Forensic Investigations from 10 - 11:40 AM at the Philadelphia Chapter of the Association of Government Accountants (AGA) Professional Development Conference on May 4, 2018. Session II - 10:00 - 11:40 AM…

Description: Frank Pina, Managing Director & Co-Chair of Mercadien's Forensic & Litigation Support Services Group, will be moderating a panel discussing various fraud topics at the Central NJ Chapter of the Institute of Internal Auditors' (IIA) Annual Fraud Conference on May 7, 2018. To find out more information about this event, or to register, visit the Central…

Description: Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will be presenting a session on Enemy of the State - Fraud & Cybersecurity at the Pennsylvania Institute of Certified Public Accountants' (PICPA) Annual Not-for-Profit Conference on May 14, 2018. To find out more information about this event, or to register, visit the PICPA…

Description: Salvatore Zerilli, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will be presenting a breakout session BSA - Today and Tomorrow at the New Jersey Bankers Association (NJBA) Annual Conference at the JW Marriott Marco Island Beach Resort on Thrusday, May 17th from 7:30 - 8:20 AM. Mercadien will also exhibit at the conference -…

Description: Salvatore Zerilli, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will be installed as President of the Financial Managers Society NY/NJ Chapter at their Annual Installation Dinner Dance at The Highlawn Pavilion in West Orange, NJ on Friday, June 1, 2018. FMS NY/NJ Chapter 2018-2019 Officer Slate: President: Salvatore Zerilli, Managing Director, Mercadien Vice…

Description: Start your summer on a productive note! The Mercadien Group, a recognized leader in maximizing the potential of future leaders, is holding a one-day forum for ambitious students seeking to jump start their career in accounting and management consulting. Future accountants: don’t miss out on this strategic first step! Agenda Highlights Internship Life – what…

Description: Director Robert J. Irwin, CFE, CAMS, CFCS, of Mercadien's Financial Institutions Services Group, will be presenting on Offshore Banking: The Good, The Bad & The Ugly from 8:30 - 10:30 AM at the Philadelphia Chapter of the Association of Certified Fraud Examiners (ACFE) June Breakfast Meeting on June 12, 2018 at the Doubletree Hotel in Philadelphia.…

Description: Mercadien's Nonprofit and Human Services Group invites you to join us for a complimentary risk management seminar Phishing & Baiting in 2018, presented by professional experts from Borden Perlman, on Wednesday, June 27 from 8:30 - 10:15 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. In our hectic world, the risks that nonprofits need to manage…

Description: Mercadien's Individual and Family Office Services Group hosts NJBIA's Women Business Leaders Network Meeting and will present on Planning for Milestones & The Game of Life on Thursday, June 28 from 8:30 - 11 AM at Mercadien's offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. Planning for Milestones and The Game of Life Have you ever played…

Description: Director Emily Hoffman, CPA, CGMA, PSA and Senior Consultant Richard Hoyt, MST, CPM, of Mercadien's Compliance Oversight Services Group will present a session on Why Performance Audits? at the AICPA Governmental Accounting & Auditing Update Conference on Tuesday, August 14th from 7 - 7:50 AM at The Washington Hilton in Washington, D.C. Attendees will learn an…

Description: Mercadien is a proud supporter of the American Heart Association and will play in their annual Healthy Heart/Healthy Life Softball Tournament Sept 4th - Sept 7th. Join us there! For more information on this event or to register, please visit the American Heart Association website at - https://www2.heart.org/site/TR?fr_id=3496&pg=company&company_id=145904 The American Heart Association is the nation’s oldest and…

Description: Tightening regulations, potential litigation, monetary liabilities, reputational risks. The exposures for all operational areas, including investment advisory, keep increasing.  If your bank and fiduciaries want a stronger grasp on the latest compliance trends and a new playbook for effective risk management, join us for this complimentary breakfast seminar, where attendees will learn strong risk management provides the…

Description: Join Sherise Ritter, Mercadien Managing Director & Co-Chair of its Nonprofit & Human Services Group for a panel discussion on Growth of the Women's Network at the NJBIA Women Business Leaders Forum on Friday, September 14th. Session 1 – Growth of the Women's Network (sponsored by The Mercadien Group) Hear from successful business leaders…

Description: Mercadien's Nonprofit and Human Services Group invites you to join us for a complimentary seminar NJ's New Paid Sick Leave & Equal Pay Laws: Is Your Organization Ready To Comply?, presented by professional experts from PrimePoint, LLC, on Thursday, September 20 from 8:30 - 10:15 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. Sick Leave,…

Description: Join Mercadien's Financial Institutions Services Group, including Managing Director and FMS NY/NJ Chapter President Salvatore Zerilli at the Financial Managers Society (FMS) East Coast Regional Conference in Hershey, PA September 23rd - September 25th. The FMS Philadelphia Chapter is honored to host the 2018 FMS East Coast Regional Conference on Sunday, September 23rd to Tuesday,…

Description: Mercadien's Private Company Services Group invites you to join us for a complimentary business seminar Practical Considerations About Succession Planning, on Wednesday, September 26 from 8:45 - 10 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. As a business owner or executive, planning for the future is a given. You know it must happen –…

Description: Join us at the New Jersey Association of Mental Health & Addiction Agencies (NJAMHAA) Fall Behavioral Healthcare Conference Champions for Healthcare on October 23rd. Be sure to stop by our exhibit booth! The purpose of this conference is to support and enhance communication among the mental health, substance use and developmental disabilities community, to…

Description: Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will be presenting a session on Forensic Interviewing - Techniques, Pitfalls & Ethical Considerations at the Annual Drexel University and Greater Philadelphia Chapter of the Institute of Management Accountants (IMA) Conference on Friday, October 26, 2018. 8.5 CPE credits are offered. Agenda Registration, Continental…

Description: Mercadien is proud to be a platinum sponsor of the Association of Government Accountants Trenton Chapter 2018 Fall Seminar Data Analytics: Leading a New Generation on Friday, October 26th. Breakfast starts at 7:30am followed by opening session at 8:30am. Sessions are expected to run until 4:30pm. To find out more information about this event or…

Description: Mercadien's Private Company Services Group invites you to join us for a complimentary tax update seminar Important Things Companies Should Know About the New Tax Laws on Wednesday, November 7th from 8:30 - 10 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. The $1.5 trillion new tax law is the most sweeping change to…

Description: Mercadien is proud to sponsor the 2018 VolunteerConnect Impact Awards The Future of Volunteering on Thursday, November 8th. Congratulations to this year's honorees: Nancy Robins, Founder of VolunteerConnect Liz Erickson Volunteer Impact Award Stark & Stark Corporate Award Kidsbridge Community Award Roberta Kaplan, Trustee, Millhill Child & Family Development Center Board Connect Rising Star Award For more…

Description: Join us at the New Jersey Association of Community Providers' (NJACP) 2018 Annual Conference “Embracing Change” November 15 - 16 at Bally's Atlantic City. Managing Directors Sherise Ritter & Kyle Neeld will be presenting a workshop on Enterprise Risk Management - What You Need to Know to Get Started from 11:15 a.m. – 12:45 p.m. on…

Description: Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, and Robert J. Irwin will be presenting a session on Trade Diversion: Hiding in Plain Sight at the Philadelphia Chapter of the Institute of Internal Auditors' (IIA) Fall Conference on Monday, November 19, 2018. Join us for the annual fall conference at a new…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference in Maryland on Dec. 2-4. Stop by our booth #901 for some fun giveaways! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together the nation's top anti-money laundering…

Description: Join us at the New Jersey Center for Nonprofits 2017 Annual Conference Raising the Voices of Our Communities on Wednesday, December 5th! Be sure to stop by our exhibit booth for some fun giveaways – we look forward to seeing you there! For more information on this event or to register, please visit the Center…

Description: Join us at the January Dinner Meeting for the Trenton Chapter of the Association of Government Accountants on Wednesday, January 9th at the Tessara Restaurant in Hamilton, NJ. The dinner & social hour will take place from 5:30 - 6:30 p.m. followed by a tax update presentation given by Director Jill Ann Murphy and…

Description: As a corporate sponsor of the New Jersey Association of Independent Schools (NJAIS), we will be exhibiting at their annual Trustee Enrichment Day event on January 12, 2019. Be sure to stop by our table! Effective governance is the foundation of every successful independent school, and as such, opportunities for professional development are extremely…

Description: As a corporate sponsor of the New Jersey Association of Independent Schools (NJAIS), we will be exhibiting at their annual Trustee Enrichment Day event on January 12, 2019. Be sure to stop by our table! Effective governance is the foundation of every successful independent school, and as such, opportunities for professional development are extremely…

Description: Are you effectively analyzing and dispositioning system alerts to comply with Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations? Doing so requires the right procedures and resources - trained staff, functional and forward-looking systems, and a robust quality control process.   Join us for our first complimentary breakfast seminar of 2019,  a workshop on best practices…

Description: Mercadien's Nonprofit and Human Services Group invites you to join us for a complimentary seminar Understanding & Implementing 3 Key New ASUs, on Thursday, January 17th from 8:30 - 10:30 AM at Mercadien's Offices, 3625 Quakerbridge Road, Hamilton, NJ 08619. Many nonprofits will be impacted by the required adoption of numerous new Accounting Standards Updates (ASUs) over…

Description: Many nonprofits will be impacted by the required adoption of numerous new Accounting Standards Updates (ASUs) over the next few years. Implementing the new ASUs will be complex and require significant investments of time and money. To assist your organization with transitioning under the new guidance, we’ll review 3 key new accounting standards effective beginning in calendar year 2018. Attendees of…

Description: Director Raji Sathappan, MBA, CRCM, CAMS, of Mercadien's Financial Institutions Services Group, will be moderating a webinar panel on Regulatory Change Management - Pay It Forward from 2 - 3:30 PM Eastern Time on February 5th for the American Bankers Association (ABA). Regulatory Change Management - Pay It Forward! Regulatory change management is a key…

Description: Mercadien is a Blue & Gold sponsor of the LeBow College of Business at Drexel University's Annual FIC3 Fraud and Internal Control Case Competition taking place on February 22, 2019. Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will serve as a judge and host for the competition. FIC3 provides students…

Description: Salvatore Zerilli, Managing Director and Chair of Mercadien's Financial Institutions Services Group along with Dominic Hulick, Senior Associate will present a session at the ACFE/ACAMS/FIRMA Joint Conference at the Doubletree Hotel in Philadelphia on Friday, March 1st. Topics for this conference include: -  AML Update -  Crypto Crime -  Human Trafficking Cases -  AML Compliance Program…

Description: The lending programs of the U.S. Small Business Administration (SBA) significantly impact the nation’s financial community and small businesses. Loan, risk and compliance officers - are you fully knowledgeable about SBA lending - the loan products, processes and costs involved – and how it could benefit your institution? Join us at this timely and complimentary…

Description: Mercadien hosts the Philadelphia Chapter of the Institute of Management Consultants Breakfast Buzz Session Consultants Forum at our offices on Wednesday, March 27, 2019. In this fast moving, dynamic business environment, there are many opportunities for us as consultants both now and in the future. Whether you have an established business or are just starting out,…

Description: Salvatore Zerilli, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will participate in a panel session Model Validation & Beyond for Community Banks at the American Bankers Association (ABA) Risk Management Conference at the Fairmount Austin Texas on Tuesday, April 9 at 10:15 a.m. Session 7C: Model Validation & Beyond for Community Banks (Single Session)…

Description: Director Lovepreet Buttar, of Mercadien's Nonprofit & Human Services Group, will participate in a panel on Relationship Building: Connecting Businesses with Nonprofits for Mutual Benefit at the Princeton Regional Chamber of Commerce's Central NJ Nonprofit Council on April 12, 2019. Join us at the Central NJ Nonprofit Council to learn how businesses and nonprofit organizations are…

Description: Stop by our exhibit booth at the New Jersey Association of Mental Health and Addiction Agencies' (NJAMHAA) Annual Conference The Ivy League of Behavioral Health on April 15 - 16, 2019! NJAMHAA is a statewide trade association representing hospital-based and freestanding organizations that provide mental healthcare, substance use treatment and a broad range of other support…

Description: The New Jersey Association of Independent Schools (NJAIS) is a non-profit, voluntary membership association whose mission is to foster the educational, ethical, and professional excellence of its member schools, while safeguarding their independence. Mercadien is proud to be a Corporate Sponsor of NJAIS and will be exhibiting at their 2019 Finance Officers Conference at…

Description: Mercadien's Financial Institutions Services Group will be exhibiting at the New Jersey Bankers Association (NJBA) Annual Conference at the The Broadmoor Wednesday, May 1 to Sunday, May 5 - be sure to stop by our booth! To find out more information about the conference or to register, visit the NJBA website at: https://www.njbankers.com/CM/Members/2019Conference.aspx

Description: Mercadien Managing Director Lee Boss, CPA, MBA, will be a panel participant on Audit Review Following Year One of the New Fiscal Code at the upcoming ASAH Spring Symposium on Friday, May 3rd. Mercadien is also exhibiting at this event, be sure to stop by our table for some fun giveaways! For more information or…

Description: Salvatore Zerilli, CPA, CAMS, chair of Mercadien's Financial Institutions Services Group, will present a session on Model Risk on Wednesday, May 15, 2019 at the New York Bankers Association's Technology, Compliance & Risk Management Forum in Tarrytown, NY. About the Forum: Cyber threats against banks have become increasingly sophisticated and insidious and present new…

Description: Join 101.5’s Eric Scott and Mercadien Asset Management President Ken Kamen for: DEFENDING YOUR NEST EGG We’ll explain the dangers of the various ill-conceived financial products, ill-advised schemes, and unsuitable fads that are often offered to pre-retirees and retirees.  Come and learn how to protect your family’s financial future. At this event we will…

Description: Start your summer on a productive note! The Mercadien Group, a recognized leader in maximizing the potential of future leaders, is holding a one-day forum for ambitious students seeking to jump start their career in accounting and management consulting. Future accountants: don’t miss out on this strategic first step! Agenda Highlights Internship Life – what…

Description: Director Raji Sathappan, MBA, CRCM, CAMS, of Mercadien's Financial Institutions Services Group, will be speaking at a deep dive session Data Governance in a New Era at the American Bankers Association (ABA) Regulatory Compliance Conference The National Conversation on Compliance at the Hyatt Regency New Orleans in New Orelans, LA. One thing is certain—nothing remains…

Description: Frank Pina, CPA, CFF, CFE, CGMA, managing director and co-chair of Mercadien's Forensic & Litigation Support Services Group, will present a seminar on Forensic Interviewing: Techniques & Pitfalls from 10:40 - 11:30 AM at the IMA Mid-Atlantic Council Professional Development Conference on June 21st at Crowne Plaza in King of Prussia, PA. For more information…

Description:  Mercadien's Salvatore Zerilli, CPA, CAMS, chair of Financial Institutions Services and current president of the Financial Managers Society (FMS) NY/NJ chapter, will present a workshop for the Internal Audit track of this conference entitled, "Going on the Offensive in Risk Management and Compliance Monitoring" on June 25, 2019. The 2019 FMS Forum is the…

Description: Please join us for a one-of-a-kind seminar featuring the nation's leading Community Reinvestment Act expert, Kenneth H. Thomas, Ph.D., author of The CRA Handbook and former finance lecturer at The Wharton School of Business, who will address the current outlook for CRA reform and the impact on your bank and next CRA exam. The…

PA Institute of CPAs Government & Not-for-Profit Conference Frank Pina, CPA, CFF, CFE, CGMA, managing director and co-chair of Mercadien's Forensic & Litigation Support Services Group, will present a seminar on "Cybersecurity: Beyond the Fundamentals" on day one - July 22, 2019 - of this year's annual Pennsylvania Institute of Certified Public Accountants (PICPA) two-day…

Description: Mercadien is proud to sponsor the 2019 Financial Managers Society (FMS) East Coast Regional Conference September 8 - 10, 2019 at the Ocean Place Resort & Spa in Long Branch, NJ. Salvatore Zerilli, CPA, CAMS, Managing Director & Chair of Mercadien's Financial Institutions Services Group will be presenting a session on Model Governance on…

Description: Mercadien is proud to sponsor the 2019 NJBankers Association Compliance Conference September 11 - 12, 2019 at the The Sheraton Edison Raritan Center in Edison, NJ. Raji Sathappan, CPA, MBA, CRCM, CAMS, Director of Mercadien's Financial Institutions Services Group will be emceeing the event and presenting a session Going on the Offensive in Risk…

Description: Mercadien will be sponsoring & exhibiting at this year's NJBIA Women Business Leaders Forum Owning Your Success September 19 - 20 at Ocean Place Resort & Spa in Long Branch, NJ. Stop by our table! The Women Business Leaders Forum is the perfect place to retreat and gather with over 500 New Jersey women and men…

Description: Sherise Ritter, CPA, CGFM, CGMA, PSA, Managing Director and Co-chair, and Lovepreet Buttar, CPA, MBA, CGMA, PSA, Director, of Mercadien's Nonprofit & Human Services Group, will present a session on nonprofit accounting and financial updates to attendees at this day-long joint plenary conference sponsored by the Charlotte W. Newcombe Foundation and St. Joseph's University.…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director & Joseph Galdo, CPA, CFE, CAMS, Manager with Mercadien's Financial Institutions Services Group will present a workshop on Banking Marijuana- Related Businesses & BSA at the NJBankers Association's BSA Conference Oct. 22nd & 23rd at the Sheraton Edison Hotel Raritan Center. Workshop Description: Due to current guidance and scrutiny,…

Description: Join us for a Central NJ Compliance Group Seminar on Fair Lending in the Modern World on Wednesday, October 30, 2019 at Mercadien's offices - 3625 Quakerbridge Road, Hamilton, NJ 08619. Fair Lending is an umbrella term encompassing the many regulations covering consumer lending. It consistently ranks as a top priority for regulators and a key…

Description: Mercadien Managing Director Sherise D. Ritter, Long-Time Board Member of Robert Wood Johnson (RWJ) Hospital Hamilton Foundation, and her spouse Dr. George Rabito, are being honored at RWJ's Autumn Affair 2019 on Friday, November 8 from 6 - 11 PM at The Stone Terrace in Hamilton Twp., NJ. Cocktail Hour – 6:00 PM – 7:30PM…

Description: Join Mercadien at a seminar for nonprofit executives on Revenue Recognition (Topic 606 – ASU 2014-09 (amended by ASU 2015-14) and ASU 2018-08). Lovepreet Buttar, CPA, MBA, CGMA, PSA, Director in the Nonprofit & Human Services Group will present. The seminar will cover the main provisions of the two new Accounting Standard Updates (ASUs)…

Description: Managing Director Salvatore Zerilli, CPA, CAMS, of Mercadien's Financial Institutions Services Group, will be presenting a webinar on the Role of Consultants in Successful Model Validation from 2 - 3:30 PM Eastern Time on November 20th for the American Bankers Association (ABA). Role of Consultants in Successful Model Validation With more models and business…

Description: Managing Director Raji Sathappan, of Mercadien's Financial Institutions Services Group, will be presenting a session on Fraud & Scandal - How Corporate Governance Should Handle at the Philadelphia Chapter of the Association of Certified Fraud Examiners (ACFE) Annual Fraud Conference on December 2nd from 10 - 11:35 am. This session will cover best practices…

Description: Join us at the New Jersey Center for Nonprofits 2019 Annual Conference Connect Spark Act on Wednesday, December 4th! Be sure to stop by our exhibit booth for some fun giveaways – we look forward to seeing you there! For more information on this event or to register, please visit the Center for Nonprofits…

Description: Sherise D. Ritter, CPA, CGFM, CGMA, PSA, Managing Director & Co-Chair of Mercadien's Nonprofit & Human Services Group, will be presenting a session on Demystifying Mergers & Acquisitions at the Supportive Housing Association of NJ's Annual Conference on December 6 at the Palace at Somerset Park. About the Conference: The Conference is an educational…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference in Washington DC on Dec. 8-10. Stop by our booth #404 for some fun giveaways! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together the nation's top anti-money…

Description: Join us at the January Dinner Meeting for the Trenton Chapter of the Association of Government Accountants on Wednesday, January 8th at the Tessara Restaurant in Hamilton, NJ. The dinner & social hour will take place from 5:30 - 6:30 p.m. followed by a tax update presentation given by Directors Jill Ann Murphy and…

Lovepreet Buttar, CPA, MBA, CGMA, PSA, Director, and Raphael J. Carletti, CPA, Manager, of Mercadien's Nonprofit & Human Services Group, will co-present a workshop at the Annual Princeton Community Works Nonprofit Conference. Title: Hot Accounting Topics. With constant changes and new regulatory requirements, nonprofits must be vigilant about maintaining their tax exempt status and ensuring…

Description: Join us for a Central NJ Compliance Group Seminar on The Latest on HMDA: New Regs, Lender Responsibilities, Common Errors on Thursday, February 13, 2020 at Mercadien's offices - 3625 Quakerbridge Road, Hamilton, NJ 08619. Despite renewed focus on mortgage compliance and fair lending practices, violations of the Home Mortgage Disclosure Act (HMDA) remain common.…

Description: Mercadien is a Blue & Gold sponsor of the LeBow College of Business at Drexel University's Annual FIC3 Fraud and Internal Control Case Competition taking place on February 14, 2020. Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will serve as a judge and host for the competition. FIC3 provides…

Description: Frank Pina, CPA, CFF, CFE, CGMA, Managing Director & Co-Chair of Mercadien's Forensic & Litigation Support Services Group, will participate in a the Forensic Investigation Career Panel & Mixer hosted by Drexel University on Tuesday, February 5th. Interested in fraud & forensic investigation? Come learn about careers and current issues in forensic investigations from…

Description: Join us for our next Nonprofit Enhancement Seminar on The Changes in Employment & Payroll Laws: What Nonprofits Need to Know.  2019 brought substantial legal changes and new requirements to employee benefits and payroll administration for all employers in NJ.  Nonprofit executives are invited to attend a complimentary, group-live, 90-minute seminar to learn details about…

Description: Join Mercadien's Financial Institutions Services Group - which is providing Continuing Professional Education (CPE) support for the 2020 programming of the Financial Managers Society Philadelphia chapter - as well as FMS members, community bankers, and other financial professionals, at the March 11, 2020 dinner meeting.  It will feature an informative and engaging workshop on…

Description: Sherise D. Ritter, CPA, CGFM, CGMA, PSA, Managing Director & Co-Chair of Mercadien's Nonprofit & Human Services Group, will participate in a panel on Managing the Risks of Mergers & Affiliations at Gallagher Insurance's Human Services & M&A Seminar on March 12, 2020 at the Spring Hill Suites in Mount Laurel, NJ. Join moderator Matt Jakubowski from…

Description: Join us for a webinar Paycheck Protection Program - What Businesses Should Know on Wednesday, April 8th from 10 - 11 am. The President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act which is a stimulus package for the nation and includes several important opportunities for small businesses to receive…

Description: Join us for a webinar CARES Act - Tax & Financial Reporting Considerations on Tuesday, April 14th, from 1 - 2 pm. The Coronavirus Aid, Relief and Economic Security (CARES) Act (the “Act”), a $2 trillion stimulus package, has officially been signed into law. The bipartisan deal allocates $2 trillion in an effort to…

Description: Mercadien is a proud sponsor of Dress for Success Central NJ Women's Empowerment Breakfast! Join us on Wednesday, May 6th at 11:00AM for Dress For Success Central New Jersey’s Women’s Empowerment Breakfast featuring Melanie Spring, brand strategist and dynamite speaker who will share with us her Rock Your Life talk. In this Facebook Live…

Description: Join us for a Central NJ Compliance Group webinar - Interpreting New FFIEC BSA/AML Manual Updates on Thursday, May 21 from 10 - 11 AM. The Federal Financial Institutions Examination Council (FFIEC) released an updated version to certain portions of its Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Examination Manual on April 15, 2020. The BSA/AML…

Description: Join us for a webinar SECURE & CARES Acts - Impacts on Your Retirement Plan on Thursday, May 28th, from 9 - 10:30 AM. The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was approved by the Senate on Dec. 19, 2019, as part of an…

Description: Sherise D. Ritter, CPA, CGFM, CGMA, PSA, Managing Director & Co-Chair of Mercadien’s Nonprofit & Human Services Group, will present a session on the CARES Act at the 2020 Spring Symposium hosted by the Association of Government Accountants (AGA) Trenton Chapter on Wednesday, June 3rd from 11:10 am – 12 pm. For more information…

Description: Raji Sathappan, CPA, MBA, CRCM, CAMS, Managing Director with Mercadien’s Financial Institutions Services Group, will present at the Central NJ Chapter of the Institute of Internal Auditors (IIA) Fraud Conference on Fraud & Scandal – How Corporate Governance Should Handle, Wednesday, June 3, 2020. This session will cover best practices in corporate governance, recognizing…

Description: Join us for a webinar Capital Markets & M&A Outlook Post COVID-19 on Thursday, June 4th, from 1 - 2:15 PM. The entire world has been impacted by COVID-19, and capital markets and M&A activity are no exception. In this webinar, we’ll explore the affect the COVID-19 pandemic has had on capital markets and mergers…

Description: Please join us for a one-of-a-kind presentation featuring the nation's leading Community Reinvestment Act expert, Kenneth H. Thomas, Ph.D., author of The CRA Handbook and former finance lecturer at The Wharton School of Business, who will address the OCC's Final CRA rule, and what it means for your bank and next CRA exam. Attendees…

Description: Lisa Thouin, Managing Director with Mercadien's Financial Institutions Services Group, will be installed as Secretary of the Financial Managers Society Philadelphia Chapter at their Virtual Installation of Officers on Wednesday, June 24, 2020. FMS Philadelphia Chapter 2020-2021 Officer Slate: President: Shannon Croll, CFO Franklin Bank Vice President: Christopher Carroll, Senior ALM/Profitability Analyst, Dover FCU Treasurer: Jonathan Sundberg,…

Sherise D. Ritter, CPA, CGFM, CGMA, PSA, Managing Director & Co-Chair of Mercadien's Nonprofit & Human Services Group, is a featured speaker in HITS Consulting's webinar - The Latest on PPP Loan Forgiveness. Along with Roy W. Breitenbach, Partner/Director, Garfunkel Wild, PC, Sherise will share vital insights about the latest updates surrounding the Paycheck Protection…

Description: Managing Director Salvatore Zerilli, CPA, CAMS, of Mercadien's Financial Institutions Services Group, will be presenting a webinar on A Risk Roadmap for New Technology at the American Bankers Association's (ABA) Risk & Compliance Virtual Conference on July 28-30. A Risk Roadmap for New Technology When it is time to update operational technology in the…

Description - As organizations near the end of their covered period for the loan they received from the Paycheck Protection Program (PPP), it is time to begin the loan forgiveness application process. Since the inception of the PPP, detailed guidance and clarification on loan forgiveness has been published on an ongoing basis, including the Paycheck…

Description:  We are living in unparalleled times, immersed in economic and financial uncertainties. As risk managers, bankers need to be sensible on the approach of managing credit risk to ensure your loan portfolio performance by uncovering potential problems sooner than later. As leaders, we know that all lines of defense are involved in making sure…

Description: Mercadien is proud to promote NJBankers Compliance University, which will take place on September 16 - 17, 2020 as a virtual conference. Raji Sathappan, CPA, MBA, CRCM, CAMS, Director of Mercadien's Financial Institutions Services Group will be presenting a session Enhancing Your Compliance Effectiveness & Agility During a Pandemic. We hope to see you…

Description: Sherise Ritter, CPA, CGFM, CGMA, PSA, Managing Director of Mercadien's Nonprofit Accounting & Consulting Services is presenting at FMS NY/NJ's September Virtual Chapter Meeting on Wednesday, September 23rd, 2020. Her presentation is entitled, PPP Loan Forgiveness – What You Need to Know and will begin at 5pm following Tim Peacock & Craig McPhee's presentation.…

Description: Joseph Galdo, CPA, CFE, CAMS, Manager and Christina Richardson, CAMS, Supervisor of Mercadien's Financial Institutions Services Group are presenting a webinar on Wednesday, October 14th, 2020 for FMS Philadelphia entitled, Interpreting FFIEC BSA/AML Manual Updates. The Federal Financial Institutions Examination Council (FFIEC) released an updated version to certain portions of its Bank Secrecy Act/Anti-Money…

Description: The COVID-19 pandemic has impacted businesses in ways that we have not experienced in quite some time. Much uncertainty remains as we navigate through these challenging times. As such, we have developed a series of webinars taking place over the next few months to share best practices from various advisors to help prepare businesses…

Description: Pranav Naik, MS, CAMS, CFE, Supervising Senior Associate & Dominic Hulick, CAMS, Supervisor with Mercadien's Financial Institutions Services Group will present a workshop at the NJBankers Association's BSA Conference Oct. 27th & 28th. Pranav & Dominic will be speaking on the changing landscape of customer’s profiles due to COVID-19 and the need to adapt…

Description: Stop by our virtual exhibit booth on Day 1 of the New Jersey Association of Mental Health and Addiction Agencies' (NJAMHAA) Annual Conference Re-Imagining Health Care on October 29 - 30, 2020! The New Jersey Association of Mental Health and Addiction Agencies, Inc. (NJAMHAA) is a statewide trade association representing hospital-based and freestanding organizations…

Description: Elizabeth LaCorte, CPA, CIRA, CGMA, Manager with Mercadien's Forensic & Litigation Support Services Group will participate as a speaker in the New Jersey Society of Enrolled Agents educational event on Wednesday, November 11th. Elizabeth will discuss bankruptcy and the associated taxation due to the current economic situation. During these extraordinary times when millions are…

Description: Mercadien proudly supports the NJBankers Senior Management Conference, “The Future of Banking” as a Gold Sponsor on November 12th – 13th. The conference presents an innovative learning experience designed for C-level, senior management, directors, and emerging bank leaders with a focus on the future of the banking industry. If you're attending, be sure to…

Description: Through the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), Banks diligently worked to ensure that borrowers were able to keep the doors of their business open through the Paycheck Protection Program & Economic Injury Disaster Loans.  Furthermore, the FFIEC allowed for loan deferments without being flagged as a Troubled Debt Restructure.  Now…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, & Sherise Ritter, CPA, CGFM, CGMA, PSA, Managing Directors with Mercadien's Nonprofit and Human Services Group are presenting a webinar entitled PPP Loan Forgiveness Updates for The Alliance of Community Service Providers on Tuesday, November 24th. This workshop will cover:  Program background Discussion about covered expenses   Discussion around…

Description: Join us at the New Jersey Center for Nonprofits 2020 Virtual Conference Reckoning, Reshaping, Rebuilding on December 2nd-3rd! Be sure to stop by our virtual exhibit booth – we look forward to seeing you there! For more information on this event or to register, please visit the Center for Nonprofits website.

Description: Warren Broudy, CPA, RMA, CGFM, CGMA, PSA & Digesh Patel, CPA, MBA, RMA, CGMA, PSA, Managing Directors with Mercadien's Government Services Group will participate as panelists in the Governmental Accounting & Auditing Update Conference hosted by Rutgers University on Thursday, December 3rd. Warren will also give a presentation on Public Sector Auditing in the Virtual Environment.…

Description: Jeffrey Baresciano, CPA, CFF, ABV, CVA, Director of Mercadien's Forensic and Litigation Support Services Group, will be presenting a session on Roles of Economic Damages Experts and Their Use at Trial at the Philadelphia Chapter of the Association of Certified Fraud Examiners (ACFE) Annual Fraud Conference on December 7th from 1 - 2:40 pm.…

Description: Mercadien’s Financial Institutions Services Group is a proud sponsor of the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference on December 8-10. Salvatore Zerilli, CPA, CAMS, Managing Director & Dominic Hulick, CAMS, Supervisor of Mercadien's Financial Institutions Services Group are presenting a session ‘Can Your AML Model Withstand a Pandemic?’. Be sure…

Description: As year-end approaches, it is a good time to think about planning moves that may help reduce taxes for this year & possibly next. Year-end planning for 2020 takes place during the COVID-19 pandemic, which in addition to its devastating health & mortality impact has widely affected business finances. New tax rules have been…

Description: Lovepreet Buttar CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group is presenting a workshop session at the NJAIS Trustee Enrichment Day entitled, Effective Audit Committees and an Efficient Audit Process: Strategies, Insights, and Best Practices on Saturday, January 23rd. Lovepreet will begin her presentation at 10am and will discuss…

Description: Lovepreet Buttar CPA, MBA, CGMA, PSA, Managing Director and Raphael J. Carletti (RJ), CPA, Manager of Mercadien’s Nonprofit & Human Services Group are presenting a workshop session at the Princeton Community Works Conference entitled, Important Tax Matters for the NonProfit on Wednesday, January 27th. Community Works is re-imagining their nonprofit conference to address the realities of…

Description: Join us for our next webinar, where Mercadien’s team of COVID Consulting experts will provide insights into the latest round of legislation designed to benefit small business sustainability, employee retention, and other stimulus-type provisions. Our thought leaders will walk you through the recent COVID-19 relief bill known as the Consolidated Appropriations Act (CAA), which…

Description: As we transition into 2021, numerous states, including New Jersey, have legalized marijuana for recreational or medicinal use. Banks must consider the significant regulatory risk exposure as well as the sizable financial benefits. Whether your institution is simply exploring the possibilities of expanding your service offerings to this growing customer base, or have already…

Description: Sherise Ritter, CPA, CGFM, CGMA, PSA, and Kyle Neeld, CPA, CGMA, PSA, Managing Directors of Mercadien's Nonprofit & Human Services Group are featured speakers at the New Jersey Association of Community Providers' (NJACP) CFO Meeting on Wednesday, February 3rd. The topic of the presentation is Managing the Competing Initiatives of the Provider Relief Fund, FEMA…

Sherise D. Ritter, CPA, CGFM, CGMA, PSA, Managing Director & Matthew Smierciak, CPA, Manager of Mercadien’s COVID Consulting Services Group are featured speakers in HITS Consulting's webinar - PPP Loan Forgiveness. As we enter 2021 and the Second Draw of PPP Funding has become available, it is imperative to file for PPP loan forgiveness. In this…

Description: Mercadien is a Blue & Gold sponsor of the LeBow College of Business at Drexel University's 7th Annual FIC3 Fraud and Internal Control Case Competition taking place virtually on Friday, February 12, 2021. Managing Director Frank Pina, of Mercadien's Forensic & Litigation Support Services Group, will serve as a judge and host for the…

Description: Mercadien is a proud partner of NJBIA's Not-For-Profit Summit, The Collaborative Approach: Bridging the Gap for 2021, which will take place virtually from February 23 - 24. Managing Director Lovepreet Buttar, CPA, MBA, CGMA, PSA will be moderating an on demand session entitled Engaging Multiple Generations in Philanthropy on Wednesday, February 24th from 11:45 -…

Description: Dominic Hulick, CAMS, Supervisor & Kyle Dennerlein, CAMS, CCBP, Senior BSA Analyst of Mercadien’s Financial Institutions Services Group are presenting at ACAMS Northern New Jersey's webinar, The Growing Landscape of Cannabis Banking. As we transition into 2021, numerous states, including New Jersey, have legalized marijuana for recreational or medicinal use. Banks must consider the…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be participating in the Chamber of Commerce Southern New Jersey's Networking with the Board of Directors on Wednesday, February 24th from 2:00 - 3:00 PM. Connect with Lovepreet, a board member of CCSNJ's high-level Board of Directors during an…

Description: Dominic Hulick, CAMS, Supervisor & Kyle Dennerlein, CAMS, CCBP, Senior BSA Analyst of Mercadien’s Financial Institutions Services Group are participating as panelists in NJBankers' Marijuana Conference webinar, The Growing Landscape of Cannabis Banking on Wednesday, March 17th from 9 am - 12 pm. Managing Director Salvatore Zerilli, CPA, CAMS will be moderating the panel…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will participate in a panel session Models: Walking Down a Different Runway at the American Bankers Association (ABA) Virtual Risk Conference on Wednesday, March 24th at 10 AM. Session Information: Models: Walking Down a Different Runway: As with everything else, Model…

Description: Dominic Hulick, CAMS, Supervisor & Kyle Dennerlein, CAMS, CCBP, Senior BSA Analyst of Mercadien’s Financial Institutions Services Group are presenting at ACAMS Greater Philadelphia's webinar, The Growing Landscape of Cannabis Banking. As we transition into 2021, numerous states have legalized marijuana for recreational or medicinal use. Banks must consider the significant regulatory risk exposure…

Description: As a business owner or shareholder in today’s times, it’s important to know what your options are. Mercadien’s Private Company Services Group invites you to our first installment of a 4-part M&A webinar series, Maximizing the Value of a Privately-Held Business. Our first webinar will consist of a deep dive into middle market M&A…

Description: Mercadien is a proud sponsor of the NJAMHAA Spring Conference 2021 which takes place on April 27th from 9:00 am to 3:45 pm. The New Jersey Association of Mental Health and Addiction Agencies, Inc. (NJAMHAA) is a statewide trade association representing hospital-based and freestanding organizations that provide a broad range of treatment and support…

Description: On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (ARPA or the Act), providing $1.9 trillion in relief funds across a wide spectrum of categories, including additional relief for nonprofits and small businesses, the extension of unemployment benefits, new tax provisions, assistance for restaurants and bars, and more. During…

Description: One of the toughest questions to ask and answer is, What if...? In association with Source Advisors, join us for a 3-part mini series, Strategies for Business Continuation where presenters Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien's Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services…

Description: Dominic Hulick, CAMS, Supervisor and Kyle Dennerlein, CAMS, CCBP, Senior BSA Analyst of Mercadien’s Financial Institutions Services Group, will present at the Central NJ Chapter of the Institute of Internal Auditors (IIA) Fraud Conference on Tuesday, May 11, 2021. Their session is entitled Fraudemic – Monitoring & Investigating Fraud Now & In The Future…

Description: One of the toughest questions to ask and answer is, What if...? In association with Source Advisors, join us for a 3-part mini series, Strategies for Business Continuation where presenters Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien's Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services…

Description: As a business owner or shareholder in today’s times, it’s important to know what your options are. Mercadien’s Private Company Services Group invites you to our second installment of a 4-part M&A webinar series in conjunction with BDO Capital Advisors, Maximizing the Value of a Privately-Held Business. Our first webinar consisted of a deep dive…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be participating in Fleming Petenko Law's webinar, The Diversity Imperative: How to Become a Diverse, Equitable, and Inclusive Nonprofit on Tuesday, May 25, 2021 from 12:30 PM – 1:30 PM. This webinar will provide participants with a basic…

Description: One of the toughest questions to ask and answer is, What if...? In association with Source Advisors, join us for a 3-part mini series, Strategies for Business Continuation where presenters Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien's Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services…

Description: Digesh Patel, CPA, MBA, RMA, CGMA, PSA, Managing Director of Mercadien's Government Services Group will participate as a panelist in the Municipal Innovation Summit on Wednesday, June 16th at 4 pm. He will discuss How Your Municipality Can Spend American Rescue Plan Funds with Laura Neumann of CME Engineering. For more information or to register,…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will participate in a panel session Models: Walking Down a Different Runway at the American Bankers Association (ABA) Regulatory Compliance Conference on Tuesday, June 22nd at 3 PM. Session Description: Models: Walking Down a Different Runway: As with everything else, Model…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be participating in Your Part-Time Controller's webinar, Gifts-in-Kind: Nonfinancial Gifts and How to Account for Them on Wednesday, August 25, 2021 at 1:00 PM. Webinar Description: The rules have changed for the presentation and disclosure of contributions of nonfinancial…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director of Mercadien's Financial Institutions Services Group is presenting a session on Friday, October 15th for FMS Philadelphia entitled, Impact of FINTech on Your Model Governance Program. Barry Pelagatti, Partner of RKL LLP will also be presenting a later session on Ethics and Technology.  Impact of FINTech on Your…

Description: Joseph Galdo, CPA, CFE, CAMS, Director & Dominic Hulick, CAMS, Manager with Mercadien's Financial Institutions Services Group will present a workshop at the NJBankers Association's BSA Conference on October 27th from 12:35 pm - 1:25 pm. Joseph & Dominic will be speaking on SARS and COVID/Transaction Monitoring. Workshop Description: During this session we will…

Description: October is Cybersecurity Awareness Month. Join us for an insightful session on cybersecurity for non-profit organizations, hosted by Mercadien’s Nonprofit & Human Services Group and presented by Armour Cyber. Gain insights into post-COVID cyber-related risks and learn how to keep your assets, data, and people protected. Cyberattacks are becoming more aggressive, sophisticated, and efficient. These…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group, is participating as a panelist in the Chamber of Commerce Southern New Jersey's Women's Conference on Thursday, October 28th at the Westin Mount Laurel. She will be participating in Panel 2, The Art of Saying No, from 2:00 -…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director and Chair of Mercadien's Financial Institutions Services Group, will present at the PA Bankers Association's 2021 Convention on Monday, November 1st at the JW Marriott Marco Island Beach Resort, in Marco Island, Florida. His presentation, Credit Risk Management During Uncertain Times, will begin at 8:30 AM and will be…

Description: As a business owner or shareholder in today’s times, it’s important to know what your options are. Mercadien’s Private Company Services Group invites you to our third installment of a 4-part M&A webinar series in conjunction with BDO Capital Advisors, Maximizing the Value of Your Business Through the Sales Process. Our first webinar consisted…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be participating in the Philadelphia Bar Association's webinar, Key Considerations for Attorneys Serving on a Nonprofit Board, along with Kayci Petenko, Esq., Founding Partner of Fleming Petenko Law on Tuesday, November 9, 2021 from 12:00 – 1:00 PM.…

Description: Mercadien is a proud sponsor of the Center for Non-profits 2021 New Jersey Non-profit Virtual Conference Together Toward a Better Normal on December 1st-2nd! This year's conference includes the following: Virtual format over two days Opportunities to network with other attendees, sponsors, and presenters 15 valuable breakout sessions covering advocacy, marketing, diversity and equity,…

Description: Join us at the Enrollment Management Association's Financial Aid Symposium on Tuesday, December 7th where Director Holly Sabo, CPA, PFS, MST, CGMA & Senior Financial Consultant ​​​​​​Caitlin Kolczynski, CFP®, EA of Mercadien's Individual & Family Office Services Group are presenting a session, Interpreting and Analyzing Tax Forms to Better Inform Your Financial Aid Package…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director of Mercadien's Financial Institutions Services Group will present a session, Impact of Fintech on Model Governance, at the Central NJ Chapter of the Institute of Internal Auditors' (IIA) webinar on Tuesday, December 14, 2021. Larry J. Hershman, Managing Partner of Black Cipher Security, LLC will also be presenting…

Description: Mercadien’s Financial Institutions Services Group is a proud sponsor of the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference on January 11-13. Be sure to stop by and visit us at our virtual exhibit booth! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together the nation's…

Description: Join us for a complimentary webinar, Surviving to Thriving: Employer Considerations in a Changing Employment Market, where we will discuss the most common challenges in the employment market today and provide best practices for employers to take your organization from surviving to thriving.  From handling COVID-related issues, to policy changes, to retention and employer…

Description: Mercadien's Financial Institutions Service Group will be exhibiting at the ICBA Live Annual Conference in San Antonio, Texas from Feb.27th - March 3rd, 2022. Join us with ICBA, and community bankers from across the nation to celebrate the banking industry in person. Be sure to stop by and visit us at our exhibit booth #126!…

Description:  Salvatore Zerilli, CPA, CAMS, Managing Director & Chair of Mercadien's Financial Institutions Services Group will be participating on a panel for the American Bankers Association (ABA) Risk 2022 on 6D - Model Bias on Thursday, March 31st from 11:30 AM - 12:15 PM. ABA Risk 2022 is a combination of the Risk Management Conference…

Description: Mercadien’s Nonprofit and Human Services Group is a proud sponsor of the NJAMHAA Virtual Spring Conference on April 5th, 2022. The virtual conference, Nurturing Diverse Communities, is meant to support and enhance communication throughout the mental health, substance use and I/DDs community. The New Jersey Association of Mental Health and Addiction Agencies, Inc. (NJAMHAA)…

Description: Join us at the FMS NY/NJ & NJBankers CFO Conference where attendees will gain new insights into the economic outlook, explore contemporary accounting topics, navigating cryptocurrency and hear hot-button issues first hand from a panel of experts. Joseph Galdo, CPA, CAMS, CFE, CERP, Director & David Healey, Supervisor of Mercadien’s Financial Institutions Services Group…

Description: Joseph Galdo, CPA, CAMS, CFE, CERP, Director & David Healey, Supervisor of Mercadien’s Financial Institutions Services Group will be presenting on Why You Should Validate Your CECL Model at the FMS Phila All Day Seminar April 22nd at the Sheraton Valley Forge from 8:00 AM to 4:30 PM. The seminar is designed for CFO's,…

Description:  Join us at the Princeton Mercer Regional Chamber Event, Women in the Workplace: Navigating Success in the Evolving Workplace, for a morning of networking and discussion as speakers address achieving success in the current landscape and teach you how to be the change you want to see in the workplace. Lovepreet Buttar CPA, MBA,…

Description: Join us for a complimentary webinar, Why You Should Validate Your CECL Model. CECL standards are in effect for all institutions as of January 1, 2023, which is fast approaching. Are you ready? Is your model control framework and validation process up to par? An effective model control framework and validation process is crucial…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the NJBankers Annual Conference in Amelia Island, Florida from May 18th – May 22nd, 2022. Salvatore Zerilli, CPA, CAMS, Managing Director & Chair of Mercadien's Financial Institutions Services Group will be participating on a panel on Cryptocurrency on Thursday, May 19th from 11:25 AM -…

Description: Richard Hoyt, Senior Consultant & David Sullivan, Manager, of Mercadien’s Compliance Oversight Services Group will be presenting a session on Monitoring Program Effectiveness in Community Programs at the MASCA Annual Training Institute & Conference May 24th to May 27th at the Harrah's Resort in Atlantic City, NJ. The last year has certainly presented many…

Description:  Salvatore Zerilli, CPA, CAMS, Managing Director & Chair of Financial Institutions Services will present a breakout session entitled, "The Future is Now: FinTechs, Crypto & Other Digital Innovations" at the FMS Forum on June 13, 2022 from 1:30 - 2:30 PM. Session Description: The future of banking is here - between Robotic Process Automation…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director and Principal of Nonprofit & Human Services Group will be moderating breakout session 2, Powerful Ways to Develop & Implement an Impactful DEIB Corporate Framework at the CCNJ Diversity, Equity, Inclusion & Belonging Forum on June 16, 2022 from 8:00 - 11:30 AM. Session Description: 8:50…

Description: Mercadien's Financial Institutions Services Group is sponsoring and exhibiting at the America East Small Business Lenders Conference 2022 on August 3rd - August 5th, 2022 at the Gaylord National Harbor. Join us and over 400 new and seasoned SBA lenders from more than 100 organizations from Maine to Florida on the Eastern Seaboard for…

Description: Mercadien is proud to promote NJBankers Compliance University, which will take place on September 14 - 15, 2022 as a virtual conference. The conference will offer new insights into compliance risks that the banking industry is facing today. Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien's Financial Institutions Services Group will…

Description: Dominic Hulick, CAMS, Manager of Mercadien’s Financial Institutions Services Group is presenting at the ACAMS New Jersey Chapter Event: CDD/EDD Best Practices for FinTech FinTech companies carry many of the same risks as more traditional financial institutions, but also have unique challenges in AML compliance. Join us as we discuss how FinTech companies can…

Description: Mercadien is a proud sponsor of the Chamber of Commerce Southern New Jersey Women's Conference Thursday, October 27, 2022 from 11:30 AM - 5:30 PM at The Westin Mount Laurel. This year's Keynote Address will feature Queen N. Stewart, Esq., Founder, Create a Sense of Urgency, LLC followed by two panel discussions - Women…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference on December 5-7. Be sure to stop by and visit our booth #223 for some fun giveaways! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together the nation's…

Description: Mercadien will be sponsoring & exhibiting at the New Jersey Center for Non-profits 2022 Conference ReCONNECT, ReIMAGINE, ReNEW on December 7th from 8:00 AM - 5:00 PM! Be sure to stop by our booth for some fun giveaways & a chance to win a $75 Visa Gift Card! This year's conference includes the following:…

Description: Join us for a complimentary webinar, What the New CRA NPR Proposal Means to Your Bank. In this presentation, presenter Ken Thomas will explain why the CRA NPR will not only result in a greatly increased regulatory burden, especially for banks over $2 billion in assets, but also reduced CRA ratings across the board…

Description: We’ve all read the shocking news of recent financial institution failures. We’re also well aware of quickly rising interest rates and volatility in the market. Regulatory scrutiny is coming, and your institution’s assets, liabilities, and liquidity management processes will fall under review. Are you ready for that? The team at Mercadien is nationally recognized…

Description: Mercadien's Financial Institutions Services Group is sponsoring and exhibiting at Florida Bankers 36th Annual Consumer Compliance Seminar on April 5th - 7th, 2023 at The Florida Hotel. This year's seminar shines a spotlight on the application and enforcement of new rule changes, and also on practical and meaningful solutions. Each day will begin with…

Description: Join us at the FMS NY/NJ & NJBankers Half-Day CFO Conference where attendees will be given sessions on: Can the Federal Reserve Engineer the Ever-Elusive Soft Landing? FASB Accounting Standards Update 2022-02 and Troubled Debt Restructuring Top Risks for 2023 Fintech Distribution of the Legacy Core Obstruction CFO's Role in Innovation Joseph Galdo, CPA,…

Description: Mercadien’s Nonprofit & Human Services Group is a proud sponsor of NJAMHAA’s Spring Conference 2023: Transcending Today, Transforming Tomorrow, which takes place on April 25th from 8:00 am to 4:00 pm. We will also be exhibiting at the conference, so be sure to stop by our booth for some fun giveaways and a chance…

Description: Mercadien is a proud sponsor of the Central NJ Institute of Internal Auditors (IIA) Fraud Conference on May 2nd at the Mercer County Community College Conference Center. Jeffrey Baresciano, CPA, CFF, ABV, CVA, will be presenting a session on Elder Fraud at the conference. We will also be exhibiting at the conference, be sure…

Description: Mercadien is a proud sponsor of the Oklahoma Bankers Association Annual Conference, May 8 - 10, at Embassy Suites Norman, OK. Attendees will be given sessions on: Take off your mask: Is your life story worth telling? Low-hanging fruit: Ideas to make money, save money or just avoid liability NSF fees class actions and…

Description: Mercadien’s Nonprofit & Human Services Group is a proud sponsor of CNJG 2023 Conference For The Social Sector: Doing Good Better which takes place May 23rd from 8:00 AM - 4:00 PM. The conference theme will focus on our initiative: Doing Good Better, a partnership between the Council of New Jersey Grantmakers and the New Jersey Center…

Description: Mercadien’s Nonprofit & Human Services Group is a proud sponsor of CCSNJ Nonprofit Council which takes place June 7th from 8:00 AM - 10:00 AM. Lovepreet Buttar, CPA, MBA, CGMA, PSA, Managing Director, will be participating on a panel, Behind The Scenes: What It Means To Serve On A Nonprofit Board. This panel of…

Description: Mercadien's Financial Institutions Services Group will be exhibiting at The FMS Forum Annual Conference, June 11 -13, in Scottsdale, AZ. The FMS Forum Annual Conference is designed specifically for finance professionals and comprised of topics selected by your peers to cover the most pressing issues in the industry, featuring  general and breakout sessions focusing…

Description: Join us at the Florida Bankers Association Annual Meeting on June 11 - 14, 2023 at The Ritz-Carlton Grande Lakes. Attendees will be enjoy general sessions, networking, workshops, as well as a session from keynote speaker Maria Bartiromo. For more information, or to register please visit Florida Bankers website. We hope to see you…

Description:  Salvatore Zerilli, CPA, CAMS, Managing Director & Chair of Mercadien's Financial Institutions Services Group will be presenting a session at the American Bankers Association (ABA) Risk & Compliance Conference 2023, 5H Model Governance: It's Time to Formalize the Program on June 14 from 10:45 AM – 11:30 AM. Model risk management is not a new…

Description: Mercadien's Financial Institutions Services Group will be sponsoring and exhibiting at the Oklahoma Bankers Association (OBA) 2023 Compliance School. Be sure to stop by our booth for some fun giveaways! The 41st annual OBA Compliance School is designed to provide an extensive body of knowledge and information on consumer compliance that can contribute to the…

Description: Members of Mercadien's Financial Institutions Services Group will be presenting at the AIBACP Enhancing Your Organization's Compliance/Audit Functions event on September 12th from 1:30 PM - 5:00 PM. Agenda: 1:30 - 1:45 PM: Registration 1:45 - 2:00 PM: Welcome Anthony D'Anna, Director, AIBACP 2:00 - 2:50 PM: The Power Trio: Revisiting the Critical Importance of…

Description: Mercadien's Financial Institutions Services Group will be exhibiting at the New York Bankers Association's (NYBA) The Business of Banking Conference on September 19-21, 2023 in Saratoga Springs, NY. Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien’s Financial Institutions Services Group will be presenting a session on "Enterprise Risk Management: Core Principles of…

Description: Mercadien is proud to promote NJBankers Compliance University, which will take place on September 20 - 21, 2023 as a virtual conference. Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien's Financial Institutions Services Group will be the emcee for the conference. Day 1: will be led by compliance expert Jerod Moyer who…

Description: Dominic Hulick, CAMS, Manager of Mercadien's Financial Institutions Services Group will be presenting on AML/CFT Risk Assessment Methodology, at the Financial Managers Society (FMS) East Coast Regional Conference on September 24-26, 2023. A well-structured AML/CFT risk assessment is the cornerstone to your institution’s BSA/AML compliance program. As new risks emerge, learn how you can…

Description: Frank Pina, CPA, CFF, CFE, CGMA, Managing Director & Co-chair of Mercadien’s Forensic and Litigation Support Services Group will be a panelist at the Private Directors Association (PDA) Greater Philadelphia Chapter In-Person Event, Conducting Effective Internal Investigations and the Board's Role, on October 5th from 8:45 AM - 11:00 AM. In this one-hour presentation,…

Description: Mercadien’s Nonprofit & Human Services Group is a proud sponsor of NJAMHAA’s Fall Conference 2023: Behavioral Health in Motion, which takes place on October 24th from 8:00 am to 4:00 pm. We will also be exhibiting at the conference, so be sure to stop by our booth for some fun giveaways and a chance…

Description: Mercadien's Financial Institutions Services Group will be sponsoring & exhibiting at the Florida Bankers 18th Annual BSA/AML School on October 31 - November 3, 2023 at the Rosen Shingle Creek Hotel in Orlando, FL. Speakers: Joseph Galdo, CPA, CFE, CAMS, CERP, Director of Mercadien's Financial Institutions Services Group will be presenting a session on…

Description: Mercadien's Nonprofit & Human Services Group will be sponsoring & exhibiting at the 44th Annual ASAH Special Education Conference "Creating a Better World" on November 17th from 8:00 AM - 3:30 PM! Be sure to stop by our booth for some fun giveaways! For more information on this event or to register, please visit…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference on November 28-30. Be sure to stop by and visit our booth for some fun giveaways! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together the nation's top…

Description: Mercadien's Nonprofit & Human Services Group will be sponsoring & exhibiting at the New Jersey Center for Non-profits 2023 Conference  on December 6th from 8:00 AM - 5:00 PM! Be sure to stop by our booth for some fun giveaways & a chance to win a $75 Visa Gift Card! Speakers: Lovepreet Buttar, CPA, MBA,…

Description: The recently adopted CRA Final Rule stands as the most complex regulation in American banking history. Set to take effect in 2026 for most banks, understanding its intricacies now is crucial for effective preparation. Join us for an informative webinar on How the CRA Final Rule Will Impact Your Bank, presented by Dr. Kenneth…

Description: Are you ready to navigate the complexities of tax planning for 2024? Join us for an informative webinar, Tax Planning Considerations for 2024, where we’ll review critical tax changes and how they may impact you. Whether you're an individual seeking to optimize your financial health or a business owner aiming to maximize efficiency, this…

Description: Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Manager of Mercadien's Financial Institutions Services Group will be presenting on Future-Proofing Your Bank - What Your Board Should Know at the virtual Financial Managers Society Philadelphia Chapter's Monthly Meeting on February 14, 2024 from 12 PM - 1 PM. During this informative session, attendees will delve into…

Description:  Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien's Financial Institutions Services Group will be presenting on The Auditor Perspective: What Issues Auditors are Facing, at the virtual NJBankers CRA & Fair Lending Conference on February 22, 2024 from 11:40 AM - 12:30 PM. In this session attendees will explore the key…

Description: Mercadien's Financial Institutions Service Group will be exhibiting at the ICBA Live Annual Conference in Orlando, Florida from March 14 - 17, 2024. Join us with ICBA, and community bankers from across the nation to celebrate the banking industry in person. Be sure to stop by and visit us at our exhibit booth! We hope…

Description: Mercadien’s Nonprofit & Human Service Group will be sponsoring & exhibiting at the New Jersey Association of Community Providers 2024 Annual Conference in Atlantic City, NJ on March 21 - 22, 2024. Be sure to stop by our booth #43 for some fun giveaways! We hope to see you there! For more information, or to…

Description: Mercadien’s Financial Institutions Service Group will be sponsoring & exhibiting at the Florida Bankers Association Consumer Compliance Forum in Orlando, Florida on March 26 - 28, 2024. After 36 years, this flagship compliance program continues to shine the spotlight on not just the application and enforcement of new rule changes, but also on practical, meaningful solutions. This…

Description: Mercadien’s Nonprofit & Human Services Group will be sponsoring & exhibiting at the New Jersey Association of Mental Health and Addiction Agencies, Inc. (NJAMHAA) 2024 Spring Conference in Somerset, New Jersey on April 9, 2024. Be sure to stop by our booth for some fun giveaways! We hope to see you there! For more information,…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director & Miroslava Juscakova, MBA, CAMS, Manager of Mercadien's Financial Institutions Services Group will be presenting a breakout session entitled "Navigating the Future: Unleashing the Power of Fintech and Cutting-Edge Technologies in Banking" at the Financial Managers Society (FMS) NY/NJ & NJBankers Joint CFO Conference in Carlstadt, NJ on April…

Description: Raphael J. Carletti,  CPA, Director of Mercadien's Nonprofit & Human Services Group will be a panelist on NXUnite by Nexus Marketing's panel session "Navigating Nonprofit Finances: Best Practices and Strategies" on April 25 at 3:00 PM - 4:00 PM. Session Description: The success of any nonprofit endeavor hinges on its ability to effectively manage finances…

Description: In an era where digital threats loom larger than ever, the safety & integrity of your organization's data are paramount. Join us for an engaging session led by cybersecurity experts Robert Cottone of Rue Insurance & Larry Hershman of Black Cipher. This seminar is tailored to equip you with essential skills & knowledge to…

Description: Mercadien is a proud sponsor of the Central NJ Chapter of IIA Annual Fraud Conference in Lawrenceville, NJ on May 2, 2024. Attendees will gain a better understanding of current fraud topics and their impact on various industries. We will also be exhibiting so be sure to stop by our booth for some fun giveaways!…

Description: Mercadien’s Nonprofit & Human Services Group will be exhibiting at the New Jersey Association of Independent Schools (NJAIS) Finance & Operations Officer's Conference in Princeton, New Jersey on May 6 - 7, 2024. Be sure to stop by our booth for some fun giveaways! We hope to see you there! For more information, or to…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the Oklahoma Bankers Association (OBA) 2024 Leadership Forum & Annual Convention in Oklahoma City, OK on May 13 - 15, 2024. Be sure to stop by our booth #12 for some fun giveaways! We hope to see you there! For more information, or to register visit…

Description: Holly Sabo, CPA, PFS, MST, CGMA, Managing Director will be presenting "Tax Planning Considerations for 2024" at the New Jersey Community College Business Officers Annual Meeting on May 17 from 9:00 AM - 10:00 AM. Session Description: Are you ready to navigate the complexities of tax planning for 2024? During this session, we’ll review…

Description: Mercadien’s Compliance Oversight Services Group will be exhibiting at the Middle Atlantic States Correctional Association (MASCA) Annual Conference in Hershey, PA on June 2 - 4, 2024. Be sure to stop by our booth for some fun giveaways! We hope to see you there! For more information, or to register visit the MASCA Website

Description: Salvatore Zerilli, CPA, CAMS & Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Directors of Mercadien's Financial Institutions Services Group will be presenting sessions at the ABA Risk & Compliance Conference in Seattle, WA on June 11 - 14, 2024. Day 1 Session: Salvatore Zerilli, CPA, CAMS, Managing Director, Mercadien & Jennifer Wilkinson, Vice…

Description: Lisa Thouin, CPA, CGMA, Managing Director & Peter Sciarrotta, CAMS, CGSS, Supervisor of Mercadien's Financial Institutions Services Group will be presenting a breakout session entitled "Compliance in the Digital Era: Unveiling the Power of Banking as a Service" at the Financial Managers Society (FMS) Forum Annual Conference in Boston, MA on June 25 from 9:30 AM -…

Description: Lovepreet Buttar, CPA, MBA, CGMA, PSA  & Sherise Ritter, CPA, CGFM, CGMA, PSA, Managing Directors of Mercadien's Nonprofit and Human Services Group will be speaking at the Council of New Jersey Grantmakers NJ Corporate Philanthropy Network Meeting on Wednesday, July 10th from 9:00 - 10:00 AM. Session Description: Join us at the second NJ Corporate…

Description: Joseph Galdo, CPA, CFE, CAMS, CERP, Managing Director of Mercadien's Financial Institutions Services Group will be presenting on Model Governance: An Evolving Framework for Effective Risk Management, at the Financial Managers Society (FMS) East Coast Regional Conference on September 22-24 in Long Branch, NJ. Session Description: Is your institution leveraging models to manage regulatory…

Description: Melissa Correa, CRCM, Managing Director of Mercadien's Financial Institutions Services Group will be presenting on "Understanding & Controlling Risks of Digital Marketing Initiatives" at the NJBankers Compliance University on September 26, 2024 in Florham Park, NJ. Session Description: Technological advances are providing many new ways to market to potential customers and expand your bank’s…

Description: Mercadien’s Financial Institutions Services Group will be exhibiting at the American Bankers Association and American Bar Association’s Financial Crimes Enforcement Conference on October 8-10 in Arlington, VA. Be sure to stop by and visit our booth for some fun giveaways! We hope to see you there! The ABA/ABA Financial Crimes Enforcement Conference brings together…

Description: Mercadien's Nonprofit & Human Services Group will be sponsoring & exhibiting at NJAMHAA's 2024 Fall Conference "Innovate, Integrate & Illuminate" on October 22 in Princeton, NJ! Be sure to stop by our booth for some fun giveaways & a chance to win a $75 Visa Gift Card! For more information, or to register, visit…

Description: Mercadien’s Financial Institutions Services Group will be sponsoring & exhibiting at America's Credit Unions Bank Secrecy Act (BSA) Conference 2024 on November 13-15 in San Antonio, TX. Be sure to stop by and visit our booth for some fun giveaways! We hope to see you there! Key concepts covered: Bank Secrecy Act Compliance Essentials…

Description: Mercadien's Nonprofit & Human Services Group will be sponsoring & exhibiting at ASAH's 45th Annual Conference on November 15 in Atlantic City, NJ! Be sure to stop by our booth for some fun giveaways & a chance to win a $75 Visa Gift Card! For more information, or to register, visit ASAH's Website.

Description: Mercadien’s Forensic & Litigation Services Group will be attending ACFE Philadelphia Chapter's Murder Mystery Dinner on November 20 from 7:00 - 10:00 PM in Philadelphia, PA. This event is open to members & non-members. For more information about this event, visit the ACFE Website.

Description: Kyle Neeld, CPA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be a panelist on "Understanding the M&A Process & Potential Pitfalls" at the NJACP December Symposium on December 3 from 9:15 AM - 3:30 PM in Ewing, NJ. Session Description: This session will explore the process that organizations go through…

Description: Mercadien's Nonprofit & Human Services Group will be sponsoring & exhibiting at the New Jersey Center for Non-profits 2024 Conference on December 4th from 8:00 AM - 5:00 PM! Be sure to stop by our booth for some fun giveaways & a chance to win a $75 Visa Gift Card! For more information, or…

Description: Join us at Flaster Greenberg's Fifth Annual M&A Conference on January 29 from 8:00 AM - 1:30 PM in Cherry Hill, NJ. The M&A conference will feature three dynamic sessions, plus ample opportunities to network with business owners/executives and M&A professionals. It’s the perfect setting to make valuable connections that could benefit your next deal.…

Description: In a world of constant change, preparation is key. Join us for a seminar where our experts will provide practical insights on navigating regulatory shifts, enhancing governance & mastering financial management at your organization. Uncover the keys to sustainability & long-term success in this seminar, designed exclusively for nonprofit leaders & board members. Attendees…

Description: Join us at the BCRCC Business Expo & Networking Event on February 20, 2025 in Moorestown, NJ. Be sure to stop by our booth for a chance to win a $75 Visa gift card & some fun giveaways! We hope to see you there! For more information, or to register visit the BCRCC Website.

Description:  Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien's Financial Institutions Services Group will be presenting on “Navigating Fair Lending Waters: Mitigating Risks for Community Banks” at the virtual NJBankers CRA & Fair Lending Conference on February 27, 2025 from 11:40 AM – 12:30 PM. In this session attendees will discover effective…

Description:  Raji Sathappan, CPA, MBA, CRCM, CAMS, CISA, Managing Director of Mercadien's Financial Institutions Services Group will be presenting on “Fair Lending Basics” at the Florida Bankers Consumer Compliance Conference on March 5, 2025 from 2:45 – 3:45 PM. During this session, attendees will learn the principles of fair lending, familiarize with key fair lending…

Description: Kyle Neeld, CPA, CGMA, PSA, Managing Director of Mercadien's Nonprofit & Human Services Group will be presenting on "Understanding the M&A Process & Potential Pitfalls" at the New Jersey Association of Community Providers 2025 Annual Conference in Altantic City, NJ on March 21 from 8:30 - 9:25 AM. Lee Boss, CPA, MBA, CGMA, Managing Director…

Description:Join us for a night of casino fun at the Legacy Foundation’s Monte Carlo Night on March 22 in Cinnaminson, NJ. Mercadien is honored to accept the Legacy Award in recognition of our commitment to supporting the community. We continue to be inspired by the meaningful work that Legacy does for vulnerable individuals across New…

Description: Lee Boss, CPA, MBA, CGMA, Managing Director of Mercadien's Transaction Advisory Services Group & Bjondina Karpuzi, CPA, PSA, Managing Director of Mercadien's Outsourced CFO Advisory Services Group will be presenting on "Enhancing M&A Outcomes with Outsourced CFO Insights" at the Private Directors Association webinar on March 27, 2025 from 1:00 - 2:00 PM EST.…

Description: Join us at the NJAMHAA 2025 Spring Conference: Looking Beyond the Horizon in Behavioral Health, on April 8, 2025 in Iselin, NJ. Be sure to stop by our booth E23 for a chance to win a $75 Visa Gift Card and some fun giveaways! We hope to see you there! For more information, or to…

Description: Salvatore Zerilli, CPA, CAMS, Managing Director & Miroslava Juscakova, MBA, CAMS, Manager of Mercadien's Financial Institutions Services Group will be presenting on "Enterprise Risk Management: Core Principles of the Second Line Function" at the FMS NY/NJ & NJBankers Half Day CFO Conference on April 9th, 2025 in Carlstadt, NJ. Attendees will learn best practices…

Description: Mercadien's Financial Institutions Services Group is a proud sponsor of ACAMS New Jersey Chapter's Financial Crimes Summit 2025 on April 11, 2025 in Atlantic City, NJ. Session Description: Dominic Hulick, CAMS, Director of Mercadien's Financial Institutions Services Group will be presenting "AML/CFT Risk Assessments - Framework to Comply with the Upcoming Proposed Rule." During this…

Description: Mercadien's Nonprofit & Human Services Group is a proud sponsor of the Burlington County Regional Chamber of Commerce Voice of Business Awards Reception on April 28, 2025 in Cinnaminson, NJ. We hope to see you there! For more information, or to register visit the BCRCC Website.

Description: Join us at the Oklahoma Bankers Association (OBA) Leadership Forum & Annual Convention on May 12-14, 2025 in Oklahoma City, OK. Be sure to stop by our booth for some fun giveaways! We hope to see you there! For more information, or to register visit the OBA Website

Description: Salvatore Zerilli, CPA, CAMS, Managing Director of Mercadien's Financial Institutions Services Group will be presenting session 5C "Exploring the Risks in FinTechs and BaaS" at the ABA Risk & Compliance Conference on June 11, 2025 from 10:30-11:15 AM in Indianapolis, IN. Session Description: Third-party risk management is challenging, and even more so when the third…

Description: Join us at the FMS 2025 Forum Annual Conference on June 22-24, 2025 in Orlando, FL. The FMS Forum Annual Conference is a 3-day event designed for financial services professionals featuring a robust and timely agenda with networking and engagement opportunities for attendees from around the country. We hope to see you there! For…