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12.18.20 - Ethics Potpourri & The New Return on Individuals (Live Webinar) 8 CPE / 7 CLE
12.18.20 - Ethics Potpourri & The New Return on Individuals (Live Webinar) 8 CPE / 7 CLE

12.18.20 - Ethics Potpourri & The New Return on Individuals (Live Webinar) 8 CPE / 7 CLE

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Course Number:ETHICS0120-W-2
  • When:Friday, December 18th, 2020. 9:00 am to 5:00 pm EST
  • Location:Your home or office
  • CPE Credits:4 Ethics CPE, 4 Management & Organization CPE
  • CLE Credits:4 Ethics CLE, 4 Substantive CLE
  • Delivery Method:Group Internet-Based

I. Morning Session: Ethics Potpourri

This CLE/CPE will examine recent developments in accounting, legal, tax, and business ethics.  We will focus on recent pronouncements of the AICPA and ABA as well as other authoritative guidance. Topics may include data privacy and cybersecurity in the context of the coronavirus pandemic, non attest services provided by CPAs, representations adverse to former prospective legal clients, and recent discussions about the roles of diversity and sustainability in business ethics, corporate culture, and corporate social responsibility. Our course will include:

Learning Objectives:

  • Review recent AICPA guidance on non-attest services.
  • Identify ethical issues posed by working from home during the coronavirus pandemic.
  • Analyze recent ABA guidance on representation adverse to former prospective clients.
II. Afternoon Session: The New Return on Individuals

Segment 1 - Introduction to the New Return on Individuals
Do you believe that people are an organization's most valuable asset? During this segment, we'll review the "New ROI" concept and how management teams tend to undervalue what is arguably the most valuable asset of any firm.  

Segment 2 - How to Align and Inspire Any Team: Practical Team-Building Methods for Attorneys, Accountants, and All Professional Services Firms
Building upon our New ROI segment, Al Cini will discuss firm-level team and culture alignment. In module two, we will discuss strategic engagement management concepts, as well as implementation techniques to increase workforce productivity. 

Segment 3 - Talent Intelligence in the Post-Pandemic World
Why guess when you can measure? At a time when most business strategies have changed, we will examine how to empower organizations to align around analytics, not opinions—learn how predictive analytics can be utilized to predict hidden vulnerabilities impacting your bottom line, as well as predict the workplace behaviors that matter most for getting results from your people.

Learning Objectives:
  • Review how human capital is currently treated for financial reporting purposes
  • Discuss the future of human capital reporting 
  • Estimate the alignment between your Team’s Brand (behavior) and Culture (beliefs) 
  • Review techniques for developing deeper engagement between firm talent and their shared purpose
  • Utilize predictive analytics to align people to their job, team, company, and culture (map your company’s genome) to increase awareness and prevent problems
  • Analyze how to use people data to grow bottom line profits, improve results, and increase team cohesion amid a virtual/remote work settin


When: Friday, December 18th, 2020. 9:00 am to 5:00 pm EST
Where:Your home or office
Speakers:Jonathan D. Grossberg, J.D., LL.M. (Taxation), Dave Bookbinder, ASA, Al Cini, David Nast
CPE Credits:  4 Ethics CPE, 4 Management & Organization CPE
CLE Credits:4 Ethics CLE, 4 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Tech Support: Bill Kline Email: [email protected] or Phone: 267-251-3805

The Presenters:
Morning Session:
Jonathan D. Grossberg, J.D., LL.M. (Taxation) is a licensed attorney in Pennsylvania and New York.  Jonathan currently lives in Wynnewood, PA.  Until August, he was assistant professor of taxation at Robert Morris University (RMU) in Moon Township, PA.  At RMU, Jonathan taught Taxes II to undergraduate accounting students and tax research, corporate tax, and international tax to graduate students in the master of science in taxation program.  Before entering academia, Jonathan clerked for Judge Gale of the U.S. Tax Court and practiced tax law at Drinker Biddle & Reath LLP in Philadelphia and Milbank, Tweed, Hadley & McCloy LLP in New York.  Jonathan has written articles for academic and practitioner publications and made CLE/CPE presentations to lawyers and accountants on a variety of topics including judicial doctrines in tax law, partnership tax, tax issues facing small businesses, and universal basic income, among other topics. Jonathan D. Grossberg is an active member of the Accountant-Lawyer Alliance (ALA).  He serves as a Speciality Leader in the ALA’s Tax and Compliance LinkedIn Group, where he acts as a subject matter expert, content moderator, and liaison with the business community.  He periodically lectures on tax topics in the ALA’s continuing education programs for certified public accountants and attorneys.  Jonathan also serves as a member of the ALA’s Advisory Board.

Afternoon Session: 
Dave Bookbinder is a valuation expert and collaborative consultant. Dave and his team conduct valuations of businesses, intellectual property, and derivatives for a host of strategic objectives. Dave is an Accredited Senior Appraiser (ASA) in Business Valuation with the American Society of Appraisers and holds the designation of CEIV, Certified in Entity and Intangible Valuations. Dave is also the author of a #1 best-selling book about the impact of human capital (people!) on the valuation of a business enterprise called: The NEW ROI: Return On Individuals. 

Al Cini is the founder and managing partner of BCAT Partners, LLC. Based on several decades of large-scale project leadership experience serving high-profile clients like Apple Computer, Inc.. Deutsche Bank, JP Morgan Chase, Merck, and NBC Universal, Al’s discovered that, at the heart of every successful group, team, or organization, there exists a positive Role Model that represents its collective Best Self, living its Best Day at work. His Brand and Culture Alignment Toolkit® (BCAT) consists of instruments that measure and map the ideal Role Target that represents an organization's aligned Brand and Culture, and provides methods to use this information to promote open communication, foster willing collaboration, and enhance team performance. In “How to Align and Inspire Any Team,” he’ll be teaching a practical team-building technique based on the BCAT methodology

David Nast is the CEO and Managing Partner of Nast Partners- based in the Greater Philadelphia area. David uses artificial intelligence, workforce analytics, and science-backed data to help businesses stop guessing and erase bias in their talent and execution decisions. He is a 3-time CEO, a Workplace Behavior Expert, and an Award-Winning Business Coach with over 30 years of experience in Human Capital Management, Leadership Development, Executive Coaching, Talent Optimization, Sales, Change Management, Talent Acquisition, Training, Talent Management, and Executive Search. David holds certifications as a Workplace Behavioral Analyst, Business Coach, Talent Optimization Consultant, Corporate Trainer, Leadership Architect, LOS-Organizational Health Expert, and Interview Architect. As a Recruiter, he placed over 500 CEOs in his career, and as a Coach, he has worked with thousands of CEOs, Business Owners, and Executives.


McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/

McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/.  Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state.

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