Knowledge and Insights

Offering resources and insights that help clients and communities

One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge.  By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.

We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.


Frank pina will be a panelist at the pda greater philadelphia chapters event!

October 5th, 2023 | 8:45 AM - 11:00 AM
Blank Rome LLP, Philadelphia, PA

Mercadien Announces Leadership Transition Within Bankruptcy Practice

September 27, 2023Princeton, NJ & Philadelphia, PA – Mercadien, a leading provider of multi-disciplined accounting and advisory services, announces a significant leadership transition within its Bankruptcy Practice. Donald Conway, CPA, a distinguished Managing Director and Principal, has stepped down from his role as head of Mercadien’s Bankruptcy Practice on September 1, 2023.   Mr. Conway will remain a…Read More

Mercadien Announces Executive Promotions; Names Three New Partners

September 13, 2023Princeton, NJ & Philadelphia, PA – Mercadien is pleased to announce several promotions within the firm’s corporate leadership team.  Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services Group, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of firm partners). Melissa has been…Read More

Lessons Learned for Nonprofits: Reflecting on the Lease Accounting Standard

September 11, 2023 | By: Lovepreet ButtarASC Topic 842, the accounting standard for leases, has brought significant changes for nonprofit organizations in their financial reporting. Over the past several years, these organizations have reassessed and reevaluated their lease agreements, determining the impact on their financial statements and disclosure requirements. Let’s explore some of the key lessons learned from the ASC Topic…Read More

Succession Planning for Nonprofits: Securing Continuity & Driving Growth

September 11, 2023 | By: Sherise D. RitterSuccession planning is a critical component of organizational management and sustainability, especially for nonprofits. It involves identifying and developing individuals within an organization to take on key leadership roles when the current leaders transition out. But succession planning isn’t just limited to key internal leadership roles. It also involves identifying and developing your governing board…Read More

Mercadien Celebrates 60 Years of Serving Our Clients & Community

September 6, 2023Princeton, NJ & Philadelphia, PA – Mercadien, a leading accounting and advisory firm in New Jersey, is proud to announce its 60th anniversary of providing exceptional accounting, tax and advisory services to clients across various industries, including private companies, financial institutions, government entities, nonprofit and human service organizations and individuals and families. Since its establishment…Read More

Model Governance: How to Formalize the Program

June 21, 2023 | By: Salvatore ZerilliAs a small financial institution, you may not have formalized a comprehensive model risk governance program. Model governance refers to the framework and structure an institution establishes to oversee and manage its models effectively. Such a program is to be in accordance with the Office of the Comptroller of the Currency and Federal Reserve Bank…Read More

Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns

June 19, 2023 | By: Frank PinaBuying or selling a business is no easy task. One of the most critical steps in that process is performing adequate due diligence, no matter what side of the transaction you are on. In this article, we’ll review buy-side vs. sell-side due diligence – how they work, benefits of each, and things to consider during…Read More

Surprise Audits Can Stop Fraud in its Tracks

June 18, 2023 | By: Frank PinaOver the years, the Association of Certified Fraud Examiners (ACFE) has consistently estimated that occupational fraud costs the typical organization 5% of its revenue annually. In its most recent biennial report, the ACFE found that a single case of occupational fraud costs the victim organization an average of more than a whopping $1.5 million. Clearly,…Read More

The Importance of Long-Term Strategic Planning

June 16, 2023 | By: Myron M. GellmanStrategic planning is an important, often overlooked facet of business growth. You see, business leaders who spend too much time working in the business forget to work on the business. The day-to-day pays the bills, after all. But if you want your business to stand the test of time, it’s important to step back and…Read More

5 Tips for Managing Risk at Your Organization

June 7, 2023 | By: Sherise D. RitterYou have heard the phrase “risk management” over and over again, but have you taken the time recently to step back and really think about what that means to your organization?  Speaking as a board member of an organization for a moment, it’s my job to understand how my organization thinks about and manages risk. …Read More