Webcast
In-Person
Instructor
Beth van Bladel, CPA, is a Director & Outsourced CFO with BST Consulting Group, a division of BST & Co. CPAs, LLP, where she provides financial, management, and accounting advisory services to support mission-driven organizations. She specializes in translating complex financial concepts into clear, actionable insights and collaborating to solve problems that lead to measurable, positive outcomes. Leveraging her Six Sigma Green Belt (CSSGB), she designs efficient processes and uses financial systems and automation to support growing organizations.
Coaching and developing her clients, team members, and NextGen CPAs is central to Beth’s work and brings her tremendous fulfillment.
Beth is honored to be recognized on the Forbes 2026 America’s Best-In-State CPAslist, a milestone that reflects her lifelong commitment to the CPA profession. She is currently serving a three-year term on the AICPA Council. Previously, she served on the Private Company Council, advising the Financial Accounting Standards Board (FASB) on private company matters. She is also a proud member of the New York State Society of CPAs and a recipient of both the Distinguished Service Award and the Outstanding CPA in Industry Award.
Beyond her professional work, Beth is a volunteer patient advocate and founder of Capital Region Patient Advocacy, where she teaches healthcare advocacy and navigation skills to the Capital Region community.
In her free time, Beth can be found on a yoga mat or discovering backroads on her Can-Am Spyder.
Instructor
Gregory J. Altman currently serves as the Vice President of Finance and Operations at Nardin Academy, Buffalo, NY and as Treasurer/Secretary for American Coradius International, LLC, Amherst, NY. Prior to this role, Mr. Altman served as the Director of Finance and Operations at Health Sciences Charter School, Buffalo, NY and as Chief Financial Officer at Zone Oil & Gas LLC and Somerset Production Company, LLC, and as controller for Somerset Capital Partners, all affiliated companies in the investment and oil and gas industries. Prior to becoming affiliated with the Somerset companies, Mr. Altman worked for an independent oil and gas exploration and production company, a real estate syndicator with public and private partnerships, and in public accounting for ten years. Former affiliations include serving on the finance and audit committee for The Olmsted Conservancy in Buffalo, past-President for the Western New York Kidney Foundation, and the annual chairperson for the Kids Escaping Drugs dinner gala, Buffalo, NY.
Mr. Altman is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Mr. Altman earned his bachelor's degree from New York University and graduated from the State University of New York at Buffalo's graduate tax certificate program.
Instructor
Tim focuses his practice in the state and local tax area. His work primarily involves New York State and New York City tax litigation and controversy. Over the past 25 years, he has handled more than 3,000 personal income tax, sales tax, corporate tax, or other New York State and City tax audits, and over 100 cases in New York’s Division of Tax Appeals. Tim is also a member of the Board of Directors of Hodgson Russ.
Tim leads the firm’s Tax Residency Practice and he is one of the leading practitioners in this area of the law. He has handled some of the most high-profile residency cases in New York, including a significant win in the Gaied case, one of the first New York residency cases to ever reach New York’s highest court. He is often quoted by media outlets, including The Wall Street Journal, The New York Times, Bloomberg, and Forbes, on residency and other state tax issues. Under his direction, the Tax Residency Practice authored What to Expect in a Residency Audit, a detailed guide to residency rules and audits in New York and other states. And over the past 25 years, he has guided literally thousands of taxpayers moving from high-tax states to low-tax states and successfully defended them in state residency audits.
As the “Noonan” in “Noonan's Notes,” a monthly column in Tax Notes State, Tim is a nationally recognized author and speaker on state tax issues. He co-authored the CCH Residency and Allocation Audit Handbook and Contesting New York State Tax Assessment- Fourth Edition, published by the New York State Bar Association. In addition, Tim has served as a contributing author or editor for several other tax publications and treatises, including the American Bar Association's Sales and Use Tax Deskbook, the "New York Sales Tax Guide" published by practicallaw.com, the corporate apportionment chapter in Thomson Reuters’ Checkpoint Analyst, the New York chapter of LexisNexis’s Practice Insights, and the New York Tax Litigation chapter in Thomson Reuters’ Commercial Litigation in New York State Courts treatise. He has also written more than 400 articles in state and local tax publications around the country over the past two decades, and he runs the award-winning Noonan's Notes Blog, where he and his colleagues offer regular commentary on developments in the world of New York and multistate tax law.
Tim also has extensive experience on New York City corporate and entity tax matters, and handled a significant number of residency and sales tax issues in other states, including work with many national and international clients on multistate compliance or voluntary disclosures. He has also appeared before the Connecticut Supreme Court and the Michigan Court of Appeals in litigated matters and is admitted to practice law in Connecticut.
Instructor
Instructor
Edward Roske is a world-renowned author, data scientist, and entrepreneur, celebrated as one of the foremost voices on artificial intelligence and business transformation. Revered by Fortune 500 executives and startup founders alike, he has written 10 definitive books on analytics and enterprise technology, delivered electrifying keynotes worldwide, and hosts the acclaimed podcast Asking Good Questions, where he challenges global leaders to reimagine the future of finance in the AI era.
As the visionary founder of interRel Consulting (steering it for 23 years before its strategic exit to Argano, a billion-dollar digital powerhouse) Roske continues to shape the direction of enterprise technology from the boardroom. Today, he is a trusted advisor to global corporations and the driving force behind the fastest-growing AI leadership movement in the Caribbean, convening executives, investors, and policymakers to define the future of applied AI.
Instructor
Schuyler, currently a Commercial Relationship Manager with Capital Bank began his commercial banking career in 1994 with Fleet Bank. Schuyler was formally credit trained at Fleet and has completed numerous credit training courses over the years. Over the past 30+ years, Schuyler has worked for large regional banks, money center banks and community banks all within commercial lending. Schuyler has focused on commercial and industrial lending to privately held companies in the $5 million to $250 million range but also has significant experience in investor-owned real estate financing, focusing on loans in the $1 million to $20 million range.
Instructor
Cory Bonura Sr. Systems Engineer & Penetration Tester | Mengel Metzger Barr & Co. LLP
With more than 15 years of experience in IT, Cory Bonura brings a depth of technical expertise spanning systems engineering, penetration testing, and enterprise infrastructure. He has served as both an IT Director and IT Consultant across the medical and private sectors, giving him a grounded, real-world perspective on how organizations of all sizes manage security risk. At MMB+CO, Cory leads technical implementation and hands-on security assessments for clients.
Instructor
Eric Morris is Portfolio Manager and Staff Economist at Alesco Advisors, an ESL Company, where he helps businesses, families, and nonprofit institutions with custom investment solutions and advice. His responsibilities include managing client portfolios based on evidence-based investment strategy and supporting decision-makers with practical interpretation of complex market developments. He also sits on Alesco’s Investment Committee. He is often called upon to share his insights about capital markets and the economy with broad audiences through speaking engagements, media appearances, and print publications.
Prior to joining Alesco, Eric shared his expertise with students as instructor of economics, history, and education at the secondary, undergraduate, and graduate levels. Earlier in his career he spent several years as a researcher with the Center for Governmental Research, a think-tank and consulting firm. He holds B.A. and M.A. degrees in economics from Syracuse University, as well as an Ed.D. from the University of Rochester. Eric and his wife live in Brighton, NY with their two sons.
Instructor
Wassia Kamon, CPA, CMA, MBA, is Chief Financial Officer of Access to Capital for Entrepreneurs (ACE), a leading Community Development Financial Institution (CDFI) based in Georgia. She brings more than 15 years of experience across manufacturing, technology, pharmaceuticals, and the nonprofit sector, with leadership roles spanning accounting and FP&A.
Named the 2025 CFO of the Year by the Atlanta Business Chronicle and a two-time CPA Practice Advisor 40 Under 40 honoree, Wassia is also a keynote speaker, host of The Diary of a CFO podcast, and guest faculty for the Wharton Online FP&A Certificate Program. Her insights on finance leadership and governance have been featured in The Wall Street Journal, Accounting Today, Fast Company, and Strategic Finance.
Instructor
Nate Tunningley, CISA - Information Security Analyst | Mengel Metzger Barr & Co. LLP
Nate Tunningley is a Certified Information Systems Auditor (CISA), accredited by ISACA, with five years of experience in IT compliance and security governance. He specializes in governance, risk, and compliance — helping organizations build the frameworks and controls needed to operate securely and meet regulatory requirements. At MMB+CO, Nate leads client advisory engagements, vCISO services, and compliance assessments across a range of industries including K-12 education and municipal government.
Join fellow CPAs and finance professionals who practice in industry for a practical, forward-looking conference delivering actionable insights on artificial intelligence, state and local tax developments, human resource challenges, and the economic outlook. The conference is designed to equip attendees with the knowledge and strategies they can put to work immediately, providing actionable insights on evolving regulations, emerging technologies, and strategic leadership.
This is a unique opportunity for NYSSCPA members who practice outside public accounting to hear from experts on specific topics that provide a high-level update with a focus on where to go to get answers. The committee has selected topics that are most relevant right now to CPAs practicing in Industry and the conference is designed to start the conversation about those topics, encourage discussions, and provide resources for finding answers.
The objective of this conference is to reach out to CPAs who practice in industry to provide continuing education in areas that address their roles within the accounting profession. The conference is designed to address the latest “hot” topics without overwhelming attendees with every technical detail, but rather with overviews and resources from content experts for attendees to be able to consider and always use as needed. The conference also addresses relevant topics in practice such as wellness for individuals, which is such a vital part of today’s working environment.
The conference will not only address technical issues that our audience deals with on a regular basis, but it will also deliver practical guidance, emerging trends, and strategic perspectives designed to help professionals navigate an increasingly complex landscape. Attendees will leave with actionable knowledge, practical takeaways, and a broader understanding of the trends and regulatory developments impacting today’s CPA and finance professionals practicing in Industry.
· Human Resources Issues and Compliance Updates – Explore current HR trends, workforce challenges, employment regulations, and practical compliance considerations impacting organizations today.
· State and Local Tax (SALT) Developments – Stay current on evolving tax laws, regulatory changes, and emerging issues affecting state and local taxation and business operations.
· Artificial Intelligence in Practice – Learn how AI is transforming finance and business functions, discover practical applications, understand opportunities and risks, and examine governance considerations for implementation.
CPAs practicing outside of public accounting. The conference is especially geared towards CPAs who practice in Industry, Education, Government, and non-Profits. The conference would also be beneficial for those in banking, the insurance industry, IT professionals, and lawyers who practice in general corporate, tax, or human resource areas.