Date: Wednesday, July 26, 2017
Title: How Trusted Financial Advisors Can Save The Day Using Mediation & Arbitration
Speaker: ERICA B. GARAY, Arbitrator and Mediator of GARAY ADR SERVICES
Moderators(s): Laurence Bloom, CPA of BloomSchon CPAs LLC
Leilani Elias, CPA of Wild, Maney & Resnick, LLP
Credits: 2 CPE/MAP
Location: On Parade Diner, Woodbury, NY
Time: 7:45 AM - 10:00 AM
Cost: Members $30.
Non Members $40.
At the Door $50.
Learning Objectives:
The program will explore:
a) The different types of Alternative Dispute Resolution
b) How each works and why they are effective
c) How arbitration can be used to break deadlocks and resolve disputes; examples of clauses
d) Selection of arbitrators (including non-lawyers)
e) How mediation can be used to resolve disputes before litigation and during
f) How to select a mediator
g) Examples of mediation clauses
h) Why ADR is useful in resolving disputes in closely held companies
i) Use of experts (including accountants) in mediation and in arbitration; how we use expert testimony in a different way in arbitration
j) Drafting settlements that are binding
k) Advantages of mediation (including over negotiation and court-held settlement conferences)
l) Negotiation techniques - how advocacy can get in the way
Program Pre-requisite: None Program Level: Intermediate
Advanced Preparation: None Type of Delivery: Group Live Seminar
The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program. The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.
New York State License Number: 000216
For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint resolution
policy, contact Etta Gelbien at 516-997-9500 or e-mail egelbien@ns-nccpap.org.
Sponsor(s): QX Accounting & United Mortgage