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X-WR-CALDESC:Events for Mercadien
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260429T120000
DTEND;TZID=UTC:20260429T130000
DTSTAMP:20260516T222313
CREATED:20260330T175717Z
LAST-MODIFIED:20260330T175717Z
UID:11467-1777464000-1777467600@www.mercadien.com
SUMMARY:ACAMS New Jersey Chapter April 2026 Virtual Event - FinCrime Risks of Non-Profits
DESCRIPTION:Description: Joseph Galdo\, CPA CFE\, CAMS\, CERP\, Managing Director of Mercadien’s Financial Institutions Services Group is presenting at the ACAMS New Jersey Chapter April 2026 Virtual Event: FinCrime Risks of Non-Profits on April 29\, 2026. \nNon-profit organizations play an essential role in serving New Jersey’s communities but continue to be at risk for financial crime. Join us as we explore current trends in NPO‑related financial crimes\, including emerging typologies\, key red flags\, and real‑world examples affecting the financial sector. As regulatory expectations evolve\, we will discuss practical ways to strengthen AML/CFT controls\, enhance due diligence and detection strategies\, and improve collaboration to better safeguard both your institution and the communities you support. \nFor more information or to register\, click here. \nSpeakers: Joseph Galdo\, CPA CFE\, CAMS\, CERP\, Managing Director of Mercadien’s Financial Institutions Services Group \n1 ACAMS Credit is offered for attending this event **Please note that ACAMS credit for this virtual event is available to members of the Chapter only. \n 
URL:https://www.mercadien.com/event/acams-nj-april-2026-event-fincrime-risks-of-non-profits/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2025/03/ACAMS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260310T120000
DTEND;TZID=UTC:20260310T130000
DTSTAMP:20260516T222313
CREATED:20260206T172622Z
LAST-MODIFIED:20260206T172622Z
UID:11325-1773144000-1773147600@www.mercadien.com
SUMMARY:Webinar - Strengthening Nonprofits Financial Health: Indicators of Trouble & Avoiding Pitfalls
DESCRIPTION:Today\, nonprofit leaders face unprecedented challenges\, and spotting potential pitfalls early is critical for long-term success. In this session\, presented by Lovepreet Buttar\, Mercadien and David Judge\, YPTC\, we’ll explore best practices in nonprofit financial management\, focusing on identifying red flags that could signal trouble ahead. \nOur goal is that by the end of this presentation\, you’ll walk away with practical insights to strengthen your organization’s financial health and sustainability. YPTC will share an internal finance team perspective\, while Mercadien will provide the external auditor’s viewpoint\, together offering a well-rounded approach to safeguarding your nonprofit’s future. \n \nHosted by: Mercadien’s Nonprofit & Human Services Group\, Your Part-Time Controller\, LLC & Mission Control NY \nPresented by:\nLovepreet Buttar\, CPA\, MBA\, CGMA\, PSA\, Managing Director & Co-Chair Mercadien’s Nonprofit Services Group\nDavid Judge\, CPA\, FCA\, Manager\, Your Part-Time Controller\, LLC\n \nIf you have any questions about this event or would like more information\, please contact us at solutions@mercadien.com or 609-689-9700. \nDISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant\, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.
URL:https://www.mercadien.com/event/nonprofit-financial-management-webinar/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2026/02/Mission-Control-Webinar-3.10.2026-Website-Featured-Image-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251204T123000
DTEND;TZID=UTC:20251204T133000
DTSTAMP:20260516T222313
CREATED:20251125T162519Z
LAST-MODIFIED:20251125T162519Z
UID:11219-1764851400-1764855000@www.mercadien.com
SUMMARY:Webinar – One Big\, Beautiful Bill Act: What It Means for You
DESCRIPTION:The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4\, 2025\, bringing new tax rules that affect business owners\, finance teams & households across the country. \nJoin us for a webinar on Thursday\, December 4th from 12:30 – 1:30 PM EST\, where our tax experts will review: \n\nCharitable tax planning\n SALT cap limitations\nQSBS exclusion changes & more.\n\n \nSchedule:\n12:30 – 12:50 PM – Business Provisions\n12:50 – 1:10 PM – Individual Provisions\n1:10 – 1:30 PM – Live Q&A with Mercadien’s Tax Experts \nPresented by:\nStephanie Toplinski\, MAcc\, EA\, Director\, Private Company Services Group\nCaitlin Kolczynski\, MST\, CFP®\, EA\, Director\, Individual & Family Office Services Group\nVictoria Yearicks\, MST EA\, Director\, Individual & Family Office Services Group\nMatthew Mullins\, CPA\, Manager\, Private Company Services Group \nIf you have any questions about this event or would like more information\, please contact us at solutions@mercadien.com or 609-689-9700. \nDISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant\, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.
URL:https://www.mercadien.com/event/webinar-one-big-beautiful-bill-act-what-it-means-for-you-now/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2025/11/OBBB-WEBINAR-12-4-112150.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251030T140000
DTEND;TZID=UTC:20251030T150000
DTSTAMP:20260516T222313
CREATED:20251008T172347Z
LAST-MODIFIED:20251008T182144Z
UID:11180-1761832800-1761836400@www.mercadien.com
SUMMARY:PDA Webinar
DESCRIPTION:Description: In your capacity as corporate director\, chances are good that you will be faced with the daunting task of initiating and overseeing an internal investigation. Traditional internal investigations are usually limited to issues of fraud\, financial crime\, harassment\, or other violations of law; however\, companies today also are investigating allegations of toxic workplace culture. In response\, board members are using internal investigations as a valuable tool to investigate claims and address allegations of all sorts of misconduct within the companies they serve. Identifying qualified resources and administering sound investigative approaches are critical to the success of any investigation\, but where should board members concentrate their efforts? In this one-hour presentation\, you will develop an understanding of the board’s role and responsibilities\, effective internal investigative strategies and techniques\, common schemes perpetrated against businesses\, as well as the importance of data analytics\, the forensic interview\, and documenting the results of your investigation. \nPanelists: Frank Pina\, CPA\, CFF\, CFE\, CGMA\, Managing Director & Practice Leader – Mercadien’s Forensic & Litigation Support Services Group\, Joseph G. Poluka\, Partner – White Collar Defense & Investigations & Yelena M. Barychev\, Partner – Corporate at Blank Rome \nTo find out more information or to register for the PDA Webinar\, please visit the Private Directors Association’s website.
URL:https://www.mercadien.com/event/pda-webinar-2/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2023/06/PDA-Event.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250723T120000
DTEND;TZID=UTC:20250723T133000
DTSTAMP:20260516T222313
CREATED:20250715T162924Z
LAST-MODIFIED:20250716T185003Z
UID:11114-1753272000-1753277400@www.mercadien.com
SUMMARY:Webinar – One Big\, Beautiful Bill Act: What It Means for You
DESCRIPTION:Sweeping changes are coming to the U.S. tax landscape. Signed into law on July 4\, 2025\, the One Big Beautiful Bill Act (OBBBA) introduces major updates that will impact both businesses and individuals—ranging from the permanence of key tax credits to expanded deductions and new compliance requirements. \nJoin Mercadien’s team of tax experts for an actionable\, in-depth webinar that will help you navigate and plan for these changes. Whether you are a business owner\, CFO\, or an individual managing household finances\, this session will provide the strategic insights you need to optimize your tax position for 2025 and beyond. \nKey Topics We’ll Cover: \n\nBusiness Tax Provisions\n\nPermanent QBI Deduction: Section 199A enhancements and new thresholds\nR&E Expensing: Immediate and retroactive opportunities for refund claims\nBonus Depreciation & Section 179: Increased expensing limits for capital investments\nQualified Small Business Stock (QSBS): New exclusions and asset limits\nInterest Expense (Sec. 163(j)): EBITDA basis returns\nInternational Provisions: Updates to FDII/GILTI\nCharitable Deductions & Reporting: Corporate giving limits and 1099 changes\nSALT Workarounds: Latest on pass-through entity taxes\n\n\n\n\nIndividual Taxpayer Provisions\n\n\nStandard Deduction & Personal Exemptions: Higher deductions\, senior credits\nSALT Deduction Cap: Increased flexibility for high-tax states\nChild Tax Credit & Charitable Deductions: Expanded and indexed benefits\nEstate & Gift Tax: Significantly higher exemptions\nNew Deductions: Auto loan interest\, tips\, overtime\nAMT Updates\, 529 Plans\, and “Trump Accounts”: What’s new and how to plan\n\n\n\n \nSchedule:\n12:00 – 12:35 PM – Business Provisions\n12:35 – 1:10 PM – Individual Provisions\n1:10 – 1:30 PM – Live Q&A with Mercadien’s Tax Experts \nPresented by:\nStephanie Toplinski\, MAcc\, EA\, Director\, Private Company Services Group\nCaitlin Kolczynski\, MST\, CFP®\, EA\, Director\, Individual & Family Office Services Group\nVictoria Yearicks\, EA\, Manager\, Individual & Family Office Services Group\nMatthew Mullins\, CPA\, Manager\, Private Company Services Group \nIf you have any questions about this event or would like more information\, please contact us at solutions@mercadien.com or 609-689-9700. \nDISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant\, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.
URL:https://www.mercadien.com/event/webinar-one-big-beautiful-bill-act-what-it-means-for-you/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2025/07/iStock-2164874975-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250327T130000
DTEND;TZID=UTC:20250327T140000
DTSTAMP:20260516T222313
CREATED:20250220T203856Z
LAST-MODIFIED:20250220T203856Z
UID:10969-1743080400-1743084000@www.mercadien.com
SUMMARY:PDA Webinar
DESCRIPTION: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. \nDuring this session attendees will discover the key advantages of leveraging an Outsourced CFO during an M&A transaction\, including: \n\nEnhanced due diligence and specialized expertise\nAccurate and reliable financial valuations and comprehensive risk assessments\nImproved alignment of financial systems and strategies for seamless post-merger integration\nStreamlined reporting processes to effectively maintain compliance\nAccess to an expert that can handle the complex financial aspects of a business transaction\nContinuous support for a smooth transition and successful integration\n\nTo find out more information or to register\, please visit the PDA Website. We hope to see you there!
URL:https://www.mercadien.com/event/pda-webinar/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2023/06/PDA-Event.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250227T090000
DTEND;TZID=UTC:20250227T123000
DTSTAMP:20260516T222313
CREATED:20250205T190751Z
LAST-MODIFIED:20250205T190842Z
UID:10934-1740646800-1740659400@www.mercadien.com
SUMMARY:NJBankers CRA & Fair Lending Conference
DESCRIPTION: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. \nIn this session attendees will discover effective strategies to identify\, manage\, and reduce fair lending risks and gain valuable insights into compliance best practices\, regulatory expectations\, and innovative solutions to ensure that your institution remains fair and compliant. \nTo find out more information or to register\, please visit the NJBankers website. We hope to see you there!
URL:https://www.mercadien.com/event/njbankers-cra-fair-lending-conference-2/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2020/07/NJBankers.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240425T150000
DTEND;TZID=UTC:20240425T160000
DTSTAMP:20260516T222313
CREATED:20240416T155442Z
LAST-MODIFIED:20240416T160020Z
UID:10569-1714057200-1714060800@www.mercadien.com
SUMMARY:NXUnite by Nexus Marketing Event
DESCRIPTION: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. \nSession Description: The success of any nonprofit endeavor hinges on its ability to effectively manage finances – a task that requires more than just balancing the books. Our panel session delves into the critical nuances of nonprofit finances\, offering invaluable insights to equip attendees with strategies for success. Join us for an enriching discussion that promises to empower nonprofit professionals with the financial acumen needed to drive their organizations forward. \nKey Topics We’ll Cover:\n \n\nStrategies to diversify revenue streams\nMethods for ensuring transparency in reporting and accountability\nBest practices for navigating complex financial situations\nAnd a lot more!\n\nFor more information or to register\, visit https://community.nxunite.com/c/panels/navigating-nonprofit-finances-best-practices-and-strategies \nWe hope to see you there!
URL:https://www.mercadien.com/event/nxunite-by-nexus-marketing-event/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2024/04/Nexus-Event.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240222T090000
DTEND;TZID=UTC:20240222T123000
DTSTAMP:20260516T222313
CREATED:20231222T195608Z
LAST-MODIFIED:20231222T195608Z
UID:10245-1708592400-1708605000@www.mercadien.com
SUMMARY:NJBankers CRA & Fair Lending Conference
DESCRIPTION: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. \nIn this session attendees will explore the key areas of internal audit focus. With rapid change in technology\, banking industry\, and sociopolitical factors\,  keeping a laser focus attention on key risks is more critical than ever before. Attendees will get the opportunity to delve into these risks and explore key mitigation strategies that will be essential for survival. \nTo find out more information or to register\, please visit the NJBankers website. We hope to see you there!
URL:https://www.mercadien.com/event/njbankers-cra-fair-lending-conference/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2020/07/NJBankers.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240131T120000
DTEND;TZID=UTC:20240131T130000
DTSTAMP:20260516T222313
CREATED:20240109T175649Z
LAST-MODIFIED:20240223T212653Z
UID:10297-1706702400-1706706000@www.mercadien.com
SUMMARY:Webinar – Tax Planning Considerations for 2024
DESCRIPTION: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 session is tailored for your success in the coming year. \nKey Topics We’ll Cover: \n\nThe Secure Act Insights: Explore the latest changes to Required Minimum Distributions and what they mean for your financial planning.\nTax Cuts and Jobs Act Revisited: Understand the vital tax provisions set to expire by the end of 2025 and how to prepare.\nEstate Planning Considerations: Learn essential tips and strategies for effective estate planning\, to help ensure your assets are managed and transferred according to your wishes.\nBusiness Updates for 2024: Stay ahead with the latest business tax updates that could significantly impact your business strategies.\n\n \nSchedule:\n12 – 12:45 PM EST – Presentation\n12:45 – 1:00 PM EST – Q&A Session \nPresented by: Holly Sabo\, CPA\, MST\, PFS\, CGMA\, Managing Director\, Individual Services Group & Eric Whelan\, CPA\, MST\, CGMA\, Managing Director\, Private Company Services Group \nIf you have any questions about this event or would like more information\, please contact us at solutions@mercadien.com or 609-689-9700. \nDISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant\, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.
URL:https://www.mercadien.com/event/webinar-tax-planning-considerations-for-2024/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2024/01/tax-webinar-graphic.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240129T100000
DTEND;TZID=UTC:20240129T113000
DTSTAMP:20260516T222313
CREATED:20240104T181226Z
LAST-MODIFIED:20240223T212256Z
UID:10263-1706522400-1706527800@www.mercadien.com
SUMMARY:Webinar – How the CRA Final Rule Will Impact Your Bank
DESCRIPTION: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 Thomas\, President of Community Development Fund Advisors\, and hosted by Mercadien’s Financial Institutions Services Group.\n \nDuring this webinar\, attendees will: \n\nUnderstand the reasons behind the introduction of this new rule\nLearn how CRA activities may or may not qualify for credit\, in which areas they are considered & how they will be evaluated\nReview how banks of different sizes will be impacted by the Final Rule\nEvaluate the likelihood of CRA rating changes under the new rule\nDiscover key preparation strategies for upcoming CRA examinations\n\nRegulators predict a significant increase in CRA failing ratings and a reduction in outstanding ratings under the new rule. This webinar is your opportunity to stay ahead\, fully informed\, and strategically prepared. \n \nSchedule:\n10 – 11:15 AM EST – Presentation\n11:15 – 11:30 AM EST – Q&A Session \nPresented by: Kenneth H. Thomas\, Ph.D.\, President\, Community Development Fund Advisors \nHosted by: Mercadien’s Financial Institutions Services Group \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email solutions@mercadien.com. \n1.5 CPE credits in Specialized Knowledge are offered. No advance preparation or prerequisites required. \n 
URL:https://www.mercadien.com/event/webinar-how-the-cra-final-rule-will-impact-your-bank/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2023/03/Banking-Webinar-Website-Image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20230920T090000
DTEND;TZID=UTC:20230921T133000
DTSTAMP:20260516T222313
CREATED:20230818T155645Z
LAST-MODIFIED:20230818T195019Z
UID:10005-1695200400-1695303000@www.mercadien.com
SUMMARY:NJBankers Compliance University 2023
DESCRIPTION: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. \nDay 1: will be led by compliance expert Jerod Moyer who will discuss key topics including Section 1071 – ECOA Small Business Lending Data Collection and Reporting\, Fair Lending\, UDAAP and Flood Insurance FAQ Highlights. \nDay 2: a panel of regulators will discuss top violations in compliance. Attendees will explore HMDA\, Fraud Risk Management\, Cannabis Compliance and Overdraft Protection. \nTo find out more information or to register\, please visit the NJBankers website. We hope to see you there! \nEmcee: Raji Sathappan\, CPA\, MBA\, CRCM\, CAMS\, CISA\, Managing Director of Mercadien’s Financial Institutions Services Group
URL:https://www.mercadien.com/event/njbankers-compliance-university-2023/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2020/07/NJBankers.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20230322T130000
DTEND;TZID=UTC:20230322T143000
DTSTAMP:20260516T222313
CREATED:20230314T174545Z
LAST-MODIFIED:20240223T212606Z
UID:9713-1679490000-1679495400@www.mercadien.com
SUMMARY:Webinar: Protecting Your Institution During Uncertain Times
DESCRIPTION: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. \nAre you ready for that? \nThe team at Mercadien is nationally recognized for our expertise in audits\, compliance\, and risk management. We are here to ensure you have the understanding and tools you need to remain strong through these uncertain times. \nJoin us for a complimentary webinar where we will discuss ways your institution can avoid regulatory scrutiny and actions. \nIn this webinar\, attendees will: \n\nDebrief on events leading up to the current state of the industry\nLearn how to protect your institution from regulatory scrutiny\nReview the three lines of defense & tips & tricks to strengthen them\nUnderstand how management & the board should be reviewing reports & evaluate if the current frequency of reviews is enough\nAssess their Key Risk Indicators\nLearn ways to challenge assumptions used in models\nLearn how to evaluate if & when your institution will utilize the Fed’s Bank Term Funding Program\n\nSchedule:\n1 – 2:15 PM EST – Presentation\n2:15 – 2:30 PM EST – Q&A Session \nPresented by: Salvatore Zerilli\, CPA\, CAMS\, Managing Director & Chair; and\nMiroslava Juscakova\, CAMS\, Manager\, Mercadien’s Financial Institutions Services Group \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.
URL:https://www.mercadien.com/event/webinar-protecting-your-institution-during-uncertain-times/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2023/03/Banking-Webinar-Website-Image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20221214T103000
DTEND;TZID=UTC:20221214T120000
DTSTAMP:20260516T222313
CREATED:20221118T144041Z
LAST-MODIFIED:20240223T212716Z
UID:9455-1671013800-1671019200@www.mercadien.com
SUMMARY:Webinar – What the New CRA NPR Proposal Means to Your Bank
DESCRIPTION: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 for banks of all sizes\, which can backburner or even kill M&A and other expansion plans. He will also update attendees on the possibility of an industry legal challenge to this proposal. \nAttendees of this complimentary webinar will learn: \n\nThe purpose of CRA “Modernization”\nHow we ended up with a 700-page NPR with three prudential regulators\nHow various sized banks and business models will be impacted differently\nOverall summary of 650 NPR comments\nThe predicted increase in failing CRA ratings for banks of all sizes\nThe increased attractiveness of the Strategic Plan option\nWhy there may be an industry legal challenge to the NPR\n\nSchedule:\n10:30 – 12:00 PM – Presentation \nPresented by: Kenneth H. Thomas\, Ph.D.\nPresident\, Community Development Fund Advisors \nHosted by: Mercadien’s Financial Institutions Services Group \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \n \n  \n 
URL:https://www.mercadien.com/event/webinar-what-the-new-cra-npr-proposal-means-to-your-bank/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2022/11/CRA-Webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20221005T130000
DTEND;TZID=UTC:20221005T141500
DTSTAMP:20260516T222313
CREATED:20220929T204243Z
LAST-MODIFIED:20240223T203327Z
UID:9406-1664974800-1664979300@www.mercadien.com
SUMMARY:ACAMS New Jersey Event - CDD/EDD Best Practices for FinTech
DESCRIPTION: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 \nFinTech 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 mitigate the risks of loan fraud\, cyber-crime\, and other money laundering threats through due diligence. As the world becomes more technology driven we will explore ways to collect useful and accurate information to combat financial crimes. \nFor more information or to register\, click here. \nSpeakers: Dominic Hulick\, CAMS\, Manager of Mercadien’s Financial Institutions Services Group \n1 ACAMS Credit is offered for attending this event **Please note that ACAMS credit for this virtual event is available to members of the Chapter only. \n 
URL:https://www.mercadien.com/event/acams-new-jersey-event-cdd-edd-best-practices-for-fintech/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2020/04/Stay-connected.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20220914T090000
DTEND;TZID=UTC:20220915T133000
DTSTAMP:20260516T222313
CREATED:20210706T155737Z
LAST-MODIFIED:20240223T210943Z
UID:7892-1663146000-1663248600@www.mercadien.com
SUMMARY:NJBankers Compliance University 2022
DESCRIPTION: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 be the emcee for the conference. \nDay 1: of Compliance University will be led by compliance expert Jerod Moyer who will discuss key topics including Compliance Management\, Section 1071\, Fair Lending\, and Flood Insurance Hot Spots. \nDay 2: a panel of regulators will discuss emerging trends and top violations in compliance. Attendees will explore compliance auditing hot topics\, understand the ever-changing risks posed by cyber-attacks\, explore compliance issues around Cannabis Banking\, and more. \nEmcee: Raji Sathappan\, CPA\, MBA\, CRCM\, CAMS\, CISA\, Managing Director of Mercadien’s Financial Institutions Services Group \nTo find out more information or to register\, please visit the NJBankers website. We hope to see you there!
URL:https://www.mercadien.com/event/njbankers-compliance-university-2022-2/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2020/07/NJBankers.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20220512T130000
DTEND;TZID=UTC:20220512T143000
DTSTAMP:20260516T222313
CREATED:20220411T144828Z
LAST-MODIFIED:20220411T145312Z
UID:9179-1652360400-1652365800@www.mercadien.com
SUMMARY:Webinar – Why You Should Validate Your CECL Model
DESCRIPTION: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 to your institution’s compliance and risk management functions. You cannot rely solely on an audit to challenge your model – a proper validation of your CECL model will challenge it in a multitude of ways to ensure it is functioning properly. During this presentation\, we will review the CECL readiness and model validation process\, as well as considerations and best practices relating to CECL \nAttendees of this complimentary webinar will learn: \n\nIdentify key components for your CECL Model\nReview common CECL methodologies\nDetermine challenges/best practices in data\, system validations & performance monitoring\nLearn how to ensure the complexity of the model is commensurate with the complexity of your institution\n\nSchedule:\n1:00 – 2:30 PM – Presentation \nHosted by: Mercadien’s Financial Institutions Services Group \nSpeakers: Joseph Galdo\, CPA\, CAMS\, CFE\, CERP\, Director & David Healey\, Supervisor \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \n \n  \n 
URL:https://www.mercadien.com/event/webinar-why-you-should-validate-your-cecl-model/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2022/04/cecl-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220405
DTEND;VALUE=DATE:20220406
DTSTAMP:20260516T222313
CREATED:20220126T155252Z
LAST-MODIFIED:20240223T210540Z
UID:8727-1649116800-1649203199@www.mercadien.com
SUMMARY:NJAMHAA Virtual Spring Conference
DESCRIPTION: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. \nThe New Jersey Association of Mental Health and Addiction Agencies\, Inc. (NJAMHAA) is a statewide trade association representing hospital-based and freestanding organizations that provide mental health care\, substance use treatment and a broad range of other support services to more than 500\,000 children and adults with mental health\, behavioral\, emotional and substance use disorders and intellectual/developmental disabilities (I/DDs) each year. \nThe purpose of this virtual conference is to support and enhance communication throughout the mental health\, substance use and I/DDs community; to maximize clinicians’ effectiveness\, for example\, with the use of evidence-based practices and telehealth\, as well as implement strategies to increase staff recruitment and retention. This goal is achieved\, in part\, by having companies such as yours inform attendees about products and services that help enhance their effectiveness. \nWe hope to see you there! \nFor more information\, please visit the NJAMHAA website at: https://www.njamhaa.org/events
URL:https://www.mercadien.com/event/njamhaa-virtual-spring-conference/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/02/game-pegs.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20220329T073000
DTEND;TZID=UTC:20220331T150000
DTSTAMP:20260516T222313
CREATED:20220126T155413Z
LAST-MODIFIED:20240223T203153Z
UID:8725-1648539000-1648738800@www.mercadien.com
SUMMARY:ABA Risk Conference
DESCRIPTION: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 and the Risk Quantification Forum. This multi-day in-depth virtual event that will benefit the entire risk team. \nDiscover solutions for the full range of risk management\, and leave with strategies to mitigate exposure\, target effective risk processes and assess risk tolerance. Dive deep into topics for managing risk across the enterprise\, meeting the risks of new technology and much more in this virtual conference. We hope to see you there! \nFor more information\, please visit the ABA website at: https://www.aba.com/training-events/conferences/risk
URL:https://www.mercadien.com/event/aba-risk-conference/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2022/01/ABA.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20220223T130000
DTEND;TZID=UTC:20220223T143000
DTSTAMP:20260516T222313
CREATED:20220203T194027Z
LAST-MODIFIED:20220203T194027Z
UID:8871-1645621200-1645626600@www.mercadien.com
SUMMARY:Webinar – Surviving to Thriving: Employer Considerations in a Changing Employment Market
DESCRIPTION: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 branding we have got you covered! \nAttendees of this complimentary webinar will learn: \n\nLearn how to mitigate employer liability\nIdentify necessary changes & updates to existing policies & procedures\nDiscover employee retention strategies\nDevelop employer branding ideas to recruit & retain employees\n\nSchedule:\n1:00 – 2:00 PM – Presentation\n2:00 – 2:30 PM – Q&A Session \nHosted by: Mercadien’s Private Company & Nonprofit & Human Services Groups \nPresenter: Christina M. Reger\, Esq.\, Founding Partner\, Law Offices of Christina M. Reger & Kate Cione\, Vice President of Strategy\, The O’Connor Group \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \n \n  \n 
URL:https://www.mercadien.com/event/webinar-surviving-to-thriving-employer-considerations-in-a-changing-employment-market/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/jpeg:https://www.mercadien.com/wp-content/uploads/2022/02/Use-for-webinar-e1645726039681.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20220111T073000
DTEND;TZID=UTC:20220113T150000
DTSTAMP:20260516T222313
CREATED:20211029T142904Z
LAST-MODIFIED:20240223T202733Z
UID:8123-1641886200-1642086000@www.mercadien.com
SUMMARY:ABA/ABA Financial Crimes Enforcement Conference
DESCRIPTION: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! \nThe ABA/ABA Financial Crimes Enforcement Conference brings together the nation’s top anti-money laundering financial services\, legal\, and law enforcement experts along with senior regulatory officials. Co-sponsored by the American Bankers Association & American Bar Association\, this is “the” reliable forum where attendees will find expert guidance designed and delivered by the leading authorities on anti-money laundering strategies and solutions. The sessions focus on all aspects of money laundering and fraud compliance\, deterrence and enforcement as well as late-breaking regulatory issues and developments. \nFor more information about this event\, visit the American Bankers Association website at: https://www.aba.com/training-events/conferences/financial-crimes-enforcement-conference
URL:https://www.mercadien.com/event/aba-financial-crimes-enforcement-conference-2021/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2019/04/cybersecurity-workshop-website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211214T100000
DTEND;TZID=UTC:20211214T120000
DTSTAMP:20260516T222313
CREATED:20211123T222254Z
LAST-MODIFIED:20211123T222404Z
UID:8145-1639476000-1639483200@www.mercadien.com
SUMMARY:Central NJ IIA: Impact of Fintech on Model Governance & Cybersecurity
DESCRIPTION: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 a later session on Cybersecurity.  \nImpact of Fintech on Model Governance (10:00 AM – 11:00 AM): An institution utilizes many different systems and software\, which is being accelerated through partnerships with fintech companies. Types of systems being onboarded may include Robotic Process Automation (RPA) or Artificial Intelligence (AI). With new technological innovations & more systems coming into play every day\, it’s critical to ensure these systems make it to your model inventory list for proper criticality evaluation. Attendees will learn tips and tricks on capturing these new systems as well as how to assess the criticality of each to identify the proper model risk management tactics to deploy. \nCybersecurity (11:00 am – 12:00 pm): Cybersecurity issues are in the news every day. We hear about id theft\, business email compromise and ransomware. During this talk we will learn about what hackers are after\, techniques they use and practices you can use to reduce risk and minimize loss. \nLearning Outcomes: Participants will enhance their knowledge of risk associated with newer technologies such as Robotic Process Automation (RPA) or Artificial Intelligence (AI) as their usage increases. This will help internal auditors perform better risk assessments of such technologies. The second hour will cover the risks in cybersecurity and risk mitigation techniques. \nFor more information or to register\, visit the Central NJ Chapter of the IIA’s website. \nPresenters: Salvatore Zerilli\, CPA\, CAMS\, Managing Director of Mercadien’s Financial Institutions Services Group\, Larry J. Hershman\, Managing Partner\, Black Cipher Security\, LLC
URL:https://www.mercadien.com/event/central-nj-iia-impact-of-fintech-on-model-governance-cybersecurity/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/jpeg:https://www.mercadien.com/wp-content/uploads/2015/12/security-online-300.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211207T110000
DTEND;TZID=UTC:20211207T160000
DTSTAMP:20260516T222313
CREATED:20211129T213735Z
LAST-MODIFIED:20211201T150045Z
UID:8152-1638874800-1638892800@www.mercadien.com
SUMMARY:The Enrollment Management Association's Financial Aid Symposium
DESCRIPTION: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 from 1:30 PM – 2:30 PM (Concurrent Session 2). \nFor more information on this event or to register\, visit https://enrollment.swoogo.com/fasymposium2021/1559606 \nPresenters: Holly Sabo\, CPA\, PFS\, MST\, CGMA\, Director & ​​​​​​Caitlin Kolczynski\, CFP®\, EA\, Senior Financial Consultant\, Mercadien’s Individual & Family Office Services Group
URL:https://www.mercadien.com/event/the-enrollment-management-associations-financial-aid-symposium/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/jpeg:https://www.mercadien.com/wp-content/uploads/2016/01/tax-450.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211201T073000
DTEND;TZID=UTC:20211202T033000
DTSTAMP:20260516T222313
CREATED:20211102T175511Z
LAST-MODIFIED:20211102T180534Z
UID:8128-1638343800-1638415800@www.mercadien.com
SUMMARY:NJ Center for Non-profits 2021 Virtual Conference
DESCRIPTION: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! \nThis year’s conference includes the following: \n\nVirtual format over two days\nOpportunities to network with other attendees\, sponsors\, and presenters\n15 valuable breakout sessions covering advocacy\, marketing\, diversity and equity\, leadership\, the new work environment\, and other timely topics\nInsight and creativity sharing among diverse leaders and champions of non-profits\nCome together to discuss how to strengthen partnerships between non-profits and philanthropy\, advancing diversity and equity\, working together toward pandemic recovery\, and more\nIdeas to energize and inspire\nRegistration includes access to recordings for most sessions for a limited time\n\nFor more information on this event or to register\, please visit the Center for Nonprofits website. We look forward to seeing you there!
URL:https://www.mercadien.com/event/nj-center-for-nonprofits-2021-virtual-conference/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/11/Untitled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211102T130000
DTEND;TZID=UTC:20211102T143000
DTSTAMP:20260516T222313
CREATED:20211005T192413Z
LAST-MODIFIED:20211005T192413Z
UID:8026-1635858000-1635863400@www.mercadien.com
SUMMARY:Webinar: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process
DESCRIPTION: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. \nOur first webinar consisted of a deep dive into middle market M&A activity and discussion on the M&A outlook for 2021. Our second webinar consisted of discussion around strategic liquidity alternatives available to privately held companies. Join us for the third installment of the series\, where we will continue the discussion around how to maximize the value of your business through the sales process. \nAttendees of this complimentary webinar will: \n\nUnderstand how to value your business\nLearn how to position your company\nHear about “battleground issues”\nReview the sales process\nCompare one-off vs. the sales process\nComprehend how to negotiate the highest price & best structure for your company\n\nSchedule:\n1:00 – 2:00 PM – Presentation\n2:00 – 2:30 PM – Panel Discussion/Q&A \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \nPanelists: Lee Boss\, Managing Director\, Mercadien; Valentina Midura\, Senior Managing Director\, BDO Capital Advisors; Kevin Hoyle\, CEO\, B2B Gateway\, Nicholas San Filippo IV\, Partner\, Lowenstein Sandler LLP \nModerator: Frank Pina\, Managing Director\, Mercadien \n \n  \n  \n  \nInvestment banking products and services within the United States are offered exclusively through BDO Capital Advisors\, LLC\, a separate legal entity and affiliated company of BDO USA\, LLP\, a Delaware limited liability partnership and national professional services firm. For more information\, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors\, LLC Member FINRA/SIPC.
URL:https://www.mercadien.com/event/webinar-ma-series-pt-3-maximizing-the-value-of-your-business-through-the-sales-process/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/09/PT3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211026T130000
DTEND;TZID=UTC:20211026T143000
DTSTAMP:20260516T222313
CREATED:20211004T152506Z
LAST-MODIFIED:20240223T212320Z
UID:8057-1635253200-1635258600@www.mercadien.com
SUMMARY:Webinar: Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack
DESCRIPTION: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. \nCyberattacks are becoming more aggressive\, sophisticated\, and efficient. These new attack economics mean that now\, more than ever\, organizations do not have to be cash-rich to be considered a lucrative target by cybercriminals. As such\, many in the non-profit sector are now specifically targeted. \nApart from shifting attack economies\, COVID was another accelerant of cyber risk as many in the sector were forced to quickly introduce digital innovation for their clients and internally for their employees. While we embrace digital innovation\, when development work is done in haste\, it tends to leave many gaps in privacy and security. \nAttendees of this complimentary webinar will learn: \n\nThe latest cyber threats jeopardizing your security\, privacy\, and identity.\nThe anatomy and types of cyberattacks.\nWhy common solutions installed today provide a false sense of security.\nPractical tips and tools to elevate your business’s digital security.\n\nSchedule:\n1:00 – 2:00 PM – Presentation\n2:00 – 2:30 PM – Q&A \nPresenter: David Chernitzky\, Co-Founder\, Armour Cybersecurity \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \n1.5 CPE credits in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \n \n  \n 
URL:https://www.mercadien.com/event/webinar-not-for-their-profit-prepare-your-organization-for-the-inevitable-cyber-attack/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/10/lock.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20211026T083000
DTEND;TZID=UTC:20211027T110000
DTSTAMP:20260516T222313
CREATED:20210726T141654Z
LAST-MODIFIED:20240223T210804Z
UID:7905-1635237000-1635332400@www.mercadien.com
SUMMARY:NJBankers BSA Conference
DESCRIPTION: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. \nWorkshop Description: During this session we will share best practices & lessons learned from the COVID-19 pandemic\, as it relates to transaction monitoring & suspicious activity reporting\, to help ensure your BSA program is effective & minimize risk to your institution. \nTo find out more information or to register\, please visit the NJBankers Association website. \nPresenters: Joseph Galdo\, CPA\, CFE\, CAMS\, Director & Dominic Hulick\, CAMS\, Manager\, Mercadien’s Financial Institutions Services Group
URL:https://www.mercadien.com/event/nj-bankers-bsa-conference-2/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/jpeg:https://www.mercadien.com/wp-content/uploads/2019/04/green-security-450-e1511969320244.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210526T110000
DTEND;TZID=UTC:20210526T113000
DTSTAMP:20260516T222313
CREATED:20210422T145740Z
LAST-MODIFIED:20240223T212629Z
UID:7663-1622026800-1622028600@www.mercadien.com
SUMMARY:Webinar: Strategies for Business Continuation Part 3: Business Protection
DESCRIPTION: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 will give insight\, guidance and ideas on how to build an answer to the question. \nThe third and final installment of the webinar series will consist of conversation surrounding Business Protection. \nMini Series Schedule: \n\nPart 1 – Succession Planning – Friday\, May 7\, 11:00 – 11:30 AM\nPart 2 – Key Person Protection – Wednesday\, May 12\, 11:00 – 11:30 AM\nPart 3 – Business Protection – Wednesday\, May 26\, 11:00 – 11:30 AM\n\nPresenters: Lee D. Boss\, CPA\, MBA\, CGMA\, Managing Director & Chair\, Mercadien’s Private Company Services Group & Ross Karp\, CLTC\, Founder of 3P Insurance Services \nModerator: Michael Warady\, CFP\, Regional Director\, Source Advisors \n \n 
URL:https://www.mercadien.com/event/webinar-strategies-for-business-continuation-business-protection/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/04/Lock.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210518T130000
DTEND;TZID=UTC:20210518T140000
DTSTAMP:20260516T222313
CREATED:20210430T140634Z
LAST-MODIFIED:20210512T204347Z
UID:7697-1621342800-1621346400@www.mercadien.com
SUMMARY:Webinar: M&A Series Pt. 2: Strategic Liquidity Alternatives
DESCRIPTION: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. \nOur first webinar consisted of a deep dive into middle market M&A activity and discussion on the M&A outlook for 2021. Join us for the second installment of the series\, where we will continue the discussion around strategic liquidity alternatives available to privately held companies. \nAttendees of this complimentary webinar will: \n\nReview strategic liquidity alternatives available to privately held companies (sale\, ESOP\, majority recap)\nUnderstand the types of sale transactions (strategic sale\, PE/strategic bolt-on\, PE platform)\nHear a seller’s perspective of the M&A process\nLearn about choosing the right buyer & structure\nComprehend life after sale\n\nSchedule:\n1:00 – 1:30 PM – Presentation\n1:30 – 2:00 PM – Panel Discussion/Q&A \n1 CPE credit in Specialized Knowledge is offered. No advance preparation or prerequisites required.  \nRefund/Cancellation Policy: Since this program will be presented free of charge\, there will be no refunds issued. For more information regarding complaint and/or program cancellation policies\, please contact our office at 609-689-9700 or email events@mercadien.com. \nPanelists: Lee Boss\, Managing Director\, Mercadien; Gary Halpern\, Former Owner & President\, Neutronics; Valentina Midura\, Senior Managing Director\, BDO Capital Advisors \nModerator: Frank Pina\, Managing Director\, Mercadien \n \n  \n  \n  \nInvestment banking products and services within the United States are offered exclusively through BDO Capital Advisors\, LLC\, a separate legal entity and affiliated company of BDO USA\, LLP\, a Delaware limited liability partnership and national professional services firm. For more information\, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors\, LLC Member FINRA/SIPC.
URL:https://www.mercadien.com/event/webinar-ma-series-pt-2-strategic-liquidity-alternatives/
LOCATION:Your Computer
CATEGORIES:Main
ATTACH;FMTTYPE=image/png:https://www.mercadien.com/wp-content/uploads/2021/04/Untitled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210512T110000
DTEND;TZID=UTC:20210512T113000
DTSTAMP:20260516T222313
CREATED:20210422T144122Z
LAST-MODIFIED:20210430T172057Z
UID:7661-1620817200-1620819000@www.mercadien.com
SUMMARY:Webinar: Strategies for Business Continuation Part 2: Key Person Protection
DESCRIPTION: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 will give insight\, guidance and ideas on how to build an answer to the question. \nThe second installment of the webinar series will consist of conversation surrounding Key Person Protection. \nMini Series Schedule: \n\nPart 1 – Succession Planning – Friday\, May 7\, 11:00 – 11:30 AM\nPart 2 – Key Person Protection – Wednesday\, May 12\, 11:00 – 11:30 AM\nPart 3 – Business Protection – Wednesday\, May 26\, 11:00 – 11:30 AM\n\nPresenters: Lee D. Boss\, CPA\, MBA\, CGMA\, Managing Director & Chair\, Mercadien’s Private Company Services Group & Ross Karp\, CLTC\, Founder of 3P Insurance Services \nModerator: Michael Warady\, CFP\, Regional Director\, Source Advisors \n \n 
URL:https://www.mercadien.com/event/webinar-strategies-for-business-continuation-key-person-protection/
LOCATION:Your Computer
CATEGORIES:Main
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