Press

Mercadien Webinar Replay: Common Audit Findings in PPP & Other Pandemic Relief Programs

Melissa Correa, CRCM, Manager & David Healey, Supervising Senior Associate of Mercadien’s Financial Institutions Services Group presented a webinar Common Audit Findings in PPP & Other Pandemic Relief Programs on Tuesday, November 17th. During the webinar, they went over: Audit pitfalls as it relates to pandemic relief activities & the impact on risk management How to…

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Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19

Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over: How to produce accurate financial reports & projections/forecasts Key financial drivers…

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Mercadien Webinar Replay: Credit Risk Management During Uncertain Times

Jorge Olazagasti, MBA, Director & Melissa Correa, CRCM, Manager, of Mercadien’s Financial Institutions Services Group presented a webinar Credit Risk Management During Uncertain Times on Thursday, August 27th. During the webinar, they went over: The immediate impact of the pandemic on credit risk management  Reviewing state specific lending initiatives How to monitor initiatives & delinquencies How…

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Mercadien Webinar Replay: Are You Ready to Submit Your PPP Forgiveness Application?

Frank Pina, CPA, Sherise D. Ritter, CPA, Kyle Neeld, CPA, Managing Directors & Elizabeth LaCorte, CPA, Manager, presented a webinar Are You Ready to Submit Your PPP Forgiveness Application? on Wednesday, July 29th. During the webinar, they went over: Key points of the PPPFA Modifications to provisions related to PPP loan forgiveness, including: Extended covered period…

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Mercadien Webinar Replay: OCC’s Final CRA Rule – What You Need to Know

On Wednesday, June 24th Mercadien’s Financial Institutions Services Group hosted 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 addressed the OCC’s Final CRA rule, and what it means for banks and their…

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Contact Us for PPP Loan Forgiveness Processing Assistance

Mercadien is ready to assist you in facilitating the CARES Act Paycheck Protection Program (PPP) loan forgiveness processing. The SBA stated that Lenders are expected to perform a good-faith review, in a reasonable time, of the borrower’s calculations and supporting documents concerning amounts eligible for loan forgiveness.  If the lender identifies errors in the borrower’s…

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Mercadien Webinar Replay: Capital Markets & M&A Outlook Post COVID-19

Lee D. Boss, CPA, MBA, Managing Director, Mercadien & Valentina Midura, Senior Manaing Director, BDO Capital Advisors, presented a webinar Capital Markets & M&A Outlook Post COVID-19 on Thursday, June 4. During the webinar, they went over: The impact of COVID-19 on Capital Markets Buy-side and sell-side trends and strategies Projections and predictions over the next…

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Mercadien Webinar Replay: SECURE & CARES Acts – Impacts on Your Retirement Plan

Peter Ponzio, CPFA, Senior Vice President of Penn Investment Advisors, Inc. & Melissa B. Kurtzman, Shareholder & Co-Chair, Employee Benefits Practice Group of Littler presented a webinar SECURE & CARES Acts – Impacts on Your Retirement Plan on Thursday, May 28th. During the webinar, they went over: The Rules & Effective Dates of the Acts…

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NJEDA Update: Small Business Emergency Assistance Grant Program – Phase 2 Info Now Available

The New Jersey Economic Development Authority (NJEDA) recently announced $50 million in new funding and broader eligibility criteria for the Small Business Emergency Assistance Grant Program. Under the newly-expanded program, which will provide grants up to $10,000 for COVID-impacted businesses, a wider variety of businesses will now be eligible, including home-based businesses and sole proprietorships.…

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Mercadien Webinar Replay: Interpreting FFIEC BSA/AML Manual Updates

Manager Joseph Galdo, CPA, CFE, CAMS, and Supervising Senior Chrisitina Richardson, CAMS, presented a webinar Interpreting FFIEC BSA/AML Manual Updates on Thursday, May 21st. During the webinar, they went over: The purpose/history of the FFIEC BSA/AML Manual Impact of COVID-19 on customer behavior Key takeaways Specific updates to the manual How these changes will affect…

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