IMA-Summer-2012 - Long Island Chapter of the Institute of

LONG ISLAND CHAPTER
summer 2012
Mark Your Calendars!
The meeting schedule for the 2012-2013 Chapter Year has been set. The monthly dinner meetings will take place on
the second Tuesday of each month beginning September 11, 2012. They will begin with a cocktail hour at 6 p.m. at The
Milleridge Cottage in Jericho followed by dinner. The quarterly breakfast meetings will take place on the dates noted
below in the LIE/Melville Corridor (locations may vary). The meeting time is 8 a.m. to 10 a.m. with a continental
breakfast and each session qualifies for 2 CPE credits.
2012-2013 Dinner Meeting Schedule
September 11th, 2012 - Economy & Banking Update
October 9th, 2012 - Employment Law - Managing Electronic Devices in the Workplace
November 13th, 2012 - “Beyond Lunch”
December 11th, 2012 - HOLIDAY EVENT
January 8th, 2013 - CEO Panel - Managing Reputation Risk
February 12th, 2013 - Managing 401k Plans
March 12th, 2013 - Financial Planning for Retirement
April 9th, 2013 - Combinded Meeting with TMA & AANG
May 14th, 2013 - FINANCIAL EXECUTIVE OF THE YEAR AWARD DINNER
Quarterly Breakfast Series
October 31st, 2012 - Time Management & Improving Managerial Skills
January 31st, 2013 - Major Business Decisions Considering The Economy
April 30th, 2013 - Wealth Management/Understanding Trusts & Estates
July 2013 - Fraud Protection
New Board of Directors!
Your new Board of Directors is hard at work already planning and finalizing the meeting topics as well as speakers
for the upcoming year.
Sponsorship Opportunities!
There are plenty of opportunities to show your support for our Chapter. Your organization can sponsor a dinner,
newsletter, website or breakfast - see page 5 for more details.
Advanced Pricing and
Payment for the meeting:
Thank You To OurFEY Sponsors
$65
(IMA Members receive $10 discount)
Grassi & Co.
Pre-register online at http://longisland.imanet.org/
(*Please note there will be a $10 surcharge for registration & payment at the door)
PBI Payroll
Summer 2012
Institute of Management ACCOUNTANTS
Page 2
Institute of Management Accountants - Long Island Chapter
2012 Milton Zipper Financial Executive of the Year
On May 8th, the Long Island Chapter of the IMA hosted its 22nd annual Financial Executive of the Year Award Dinner at the
Milleridge Cottage in Jericho. This year’s recipient was C. Michael Stoehr, Senior Vice President and Chief Financial Officer
of VOXX International Corporation. This prestigious award honors the accomplishments and contributions of a financial
executive from a Long Island organization.
As guests entered the atrium for the cocktail hour they enjoyed the beautiful music of a local pianist. During the cocktail hour,
professionals from the Long Island business community both networked and congratulated the 2012 honoree. As guests
entered the dining room they were delighted to find an MP3 player on their chair which was donated by VOXX International
in honor of their CFO receiving this prestigious FEY award.
Michael Stoehr was introduced by Pat Lavelle, President and CEO of VOXX International. Pat’s introduction of Michael
was in the format of a Roast. Instead of a traditional business speech, Pat told a number of funny stories about Michael and
himself during their early days at the Company. He also did not hesitate to tease Michael as much as he could during the
allotted time. However, one could easily see the love and respect that Pat had for Michael. Pat ended his introduction by
recognizing the many contributions that Michael made to VOXX since joining the Company.
The audience of approximately 180 people gave Michael a standing ovation when he was introduced. Michael was very humble
and appreciative in his remarks, thanking both his colleagues, staff, outside professionals and banks that supported him
throughout his tenure at VOXX. Michael also thanked his wife and children for encouragement and support over the years.
Michael received proclamations from IMA Global, New York State Senator, Dean Skelos and a number of proclamations
from various townships throughout Long Island.
It was a wonderful evening for the IMA, VOXX and the Stoehr family.
Summer 2012
Institute of Management ACCOUNTANTS
Page 3
Have You Met Your New Board of Directors . . .
President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Arthur Sanders, CPA
Vice President of Marketing/Public Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . Lucy Mazany
Vice President of Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Karen A. Goldberg, CPA
Vice President of Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sima Ali, Esq.
Vice President of Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Anthony Aronica, CPA
Vice President of Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Manlio J. Cafiero, CPA
Vice President of Member Retention/Participation . . . . . . . . . . . . . . . Gail L. Trugman-Nikol
Vice President of Sponsorships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lori Catapano, CPA
Vice President of Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Renee C. Sumpter, CPA
Secretary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cindy McLoughlin, CPA
Treasurer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amy Abrie, CPA
Immediate Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Neil Seiden, CPA
Director, Corporate Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alan Giamis
Director, Corporate Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ira Halperin Esq., CPA
Director, Registration/CPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Steve Schwimmer
Director, Special Activities Fund Raising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Joe Giacinto
Director, Corporate Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mike Buoncore
Director, Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Justine Roe, CPA
Director, Marketing/Sponsorship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Tom Attivissimo
Director, Webmaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Linda McCormack
Director, Education/Quarterly CPE Breakfasts . . . . . . . . . . . . . . . . . . . . . . . John Fodera, CPA
Director, Special Activities Fund Raising . . . . . . . . . . . . . . . . . . . . . . . Mark Meinberg, CPA
Director, Education/Newsletter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Steven J. Kuperschmid
Director, Special Activities Fund Raising . . . . . . . . . . . . . . . . . . . . . Thomas Rosenthal, CPA
Director, Special Activities Fund Raising . . . . . . . . . . . . . . . . . . . . . . . . . . . Allan T. Mendels
Director, Special Activities Fund Raising . . . . . . . . . . . . . . . . . . . . . . . . . . James Smith, CPA
Past President, Corporate Development . . . . . . . . . . . . . . . . . . . . . . . . . Robert E. Grote, CPA
Past President, Community Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Bob Arnold, Jr.
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alice Schildkraut
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adrienne M. Sinnott, CPA
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Stephen Antaki, CPA
Past President, Community Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Bob Arnold
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gary Carpenter, CPA
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Andrew Meyerson, CPA
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Marc P. Palker, CMA
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Charles Schreiber
Past President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Michele C. Yen, CPA
Summer 2012
Institute of Management ACCOUNTANTS
Page 4
The IMA would like to Thank the following for being
a Sponsor this past year:
AliLawGroup
PC
Specializing in Workplace Law
www.alcottgroup.com www.alilawgroup.com
www.heart.org
www.ameriprise.com
www.avz.com
www.bankofamerica.com
www.bdo.com
www.beckermeisel.com
www.blawfirm.net
www.certilmanbalin.com
www.citibank.com
www.deloitte.com
GRASSI & CO.
CPAs & SUCCESS CONSULTANTSTM
www.fuoco.com
www.pbipayroll.com
www.grassicpas.com
www.martylyonsfoundation.orgwww.mendels.net
www.pmphr.com
www.sandwire.com
www.statebankofli.com
www.lissgroup.com
www.ubsassociates.com
Innovative Thinking ~ Optimized Results
www.suffolkfcu.org
www.thalergertler.com
Summer 2012
Institute of Management ACCOUNTANTS
Page 5
2012 – 2013 Sponsorship Program
Please check all that apply:
 Sponsorship Program –
Dinner Meeting sponsorship, Newsletter Sponsorship #1, Web
Site Sponsorship
 Dinner Meeting Sponsorship








$850
$400
Two (2) Dinner Meetings **
** Each additional Dinner Meeting - $350
Breakfast meeting sponsorship (1 of 3 display tables)
$750
$250
Newsletter Sponsorship #1 (Business Card Ad – 1 Year)
$250
$______
Newsletter Sponsorship #1A
(Business Card Ad - $25/issue – (4) four issue minimum)
Newsletter Sponsorship #2 (1/8 page-per issue) * $50 x _____
$______*
Newsletter Sponsorship #3 (1/4 page-per issue) * $100 x _____
$______*
Newsletter Sponsorship #4 (1/2 page-per issue) * $200 x _____
$______*
Web Site Sponsorship (Banner Ad/Link – 1 Year)
$250
$______*
Less: Discounts above * (if applicable)
TOTAL
$____ __
* Partial-page Ads in 4 or more issues will enjoy a 10% discount *
Contact Name:
Phone:
Title:
Fax:
Email:
Company:
Address:
DINNER MEETING SPONSORSHIPS SELL OUT FAST – PLEASE RESPOND ASAP
Mail this form and check payable to IMA LI Chapter to:
Amy Abrie
50 Bethpage Road, Hicksville, NY 11801
Email: Amy.Hansen@almarplumbing.com
Summer 2012
Institute of Management ACCOUNTANTS
Page 6
the interactive process:
what’s your part?
by Jeffrey M. Schlossberg, Esq.
Partner & Chair of Employment Law Practice Group
Ruskin Moscou Faltischek, P.C.
Most employers know that if an employee is
covered by the Family and Medical Leave Act,
the employee is entitled to up to 12 weeks of
unpaid leave. But what if the employee is not
eligible for FMLA, or the FMLA benefit has been
exhausted and the employee still needs time away
from work? In most every case where a medical
condition is involved, the employer and employee
are required to engage in an interactive process
to determine if the employee is entitled to a
reasonable accommodation - which could be more
time off from work. The obligation arises under the
federal Americans With Disabilities Act as well as
parallel New York State and New York City laws. A recent court decision in New York highlights
that an employer’s lack of participation in this
process could result in liability to the employer.
reasonableness of the accommodation requested.”
The court noted that not all requests for leave are
necessarily reasonable. For example, one year
or an indefinite time period likely would not be
reasonable. However, regardless of the length
of the request, the employer must interact with
the employee and determine (such as through
the request for medical documentation) whether
any accommodation is possible. As a final note,
the court pointed out that employers have an
independent duty to reasonably accommodate an
employee if the employer knew or should have
known that the employee was disabled, even if
the employee did not make a specific request.
In the court case, an employee was injured in a
bus accident. His mother contacted the company
on his behalf and notified the company that the
employee would be out from 3 to 6 months.
Shortly after this notice, the company terminated
the employee, concluding that 3 to 6 months
would be too long to hold the position. The
court noted that “the first step in providing
a reasonable accommodation is to engage in
a good faith interactive process that assesses
the needs of the disabled individual and the
Gail L. Trugman-Nikol
(516) 935-5641 | Gail@UBSassociates.com
The lesson for employers is clear: a request for an
extended leave of absence mandates some form
of interaction with the employee to determine
whether a reasonable accommodation is an
available option. Employers should analyze
their business needs to determine how long the
employee can be out without causing undue
hardship. Employers also should request medical
documentation demonstrating how long the
employee is expected to be out of work. A
decision that an accommodation is not possible
without engaging in the interactive process will
be a costly one.
Member Spotlight
Cell: (516) 713-6325 | Fax: (516) 935-4101
P.O. Box 7777 | Hicksville, NY 11802
www.UBSassociates.com
unique
business solutions
Your Process. Staff Knowledge. | IDENTIFY • DOCUMENT • PROTECT
Joseph A. Giacinto
Chief Executive Officer
(516) 338-5454 Ext 23
Fax (516) 338-4479
jgiacinto@pbipayroll.com
www.pbipayroll.com
from Newsday
Summer 2012
Institute of Management ACCOUNTANTS
Page 7
New Members:
Send or bring a friend or business associate to an IMA meeting!
Your help is needed to keep our Chapter growing. Please submit the name of a prospective
candidate who might be interested in IMA membership to our Vice President of Membership:
Gail L. Trugman-Nikol
Unique Business Solutions
PO Box 7777 • Hicksville, NY 11802
Direct (516) 935-5641 • Cell: (516) 713-6325 • Fax: (516) 935-4101
Email: gail@UBSassociates.com
Remember to Pre-register Online
In our efforts to serve you better and avoid long lines at registration,
we encourage you to pre-register and pre-pay for breakfast and
dinner meetings on our website at: http://longisland.imanet.org.
A surcharge may apply for registration at the door.
Your Newsletter Editor
Your newsletter editor is always looking for information about you and other chapter
members as well as significant issues concerning our Long Island community relative to
accounting and business matters. Please forward all personal notes for possible inclusion
in the newsletter to the editor:
Sima Ali, Esq.
Ali Law Group, PC
775 Park Avenue, Suite 255 • Huntington, NY 11743
(631) 423-3440
Email: sima.ali@alilawgroup.com
Visit our website at
http://longisland.imanet.org