DIRECTORIES 
Programs & Events
Calendar of Events
"Electronic Records Management: How to Manage Your ESI in the 21st Century"ALA is pleased to offer its membership an opportunity to participate in an important and timely audio conference. Join us on Wednesday, September 15, at 2 PM. The audio conference will be hosted by Joanne Schnare, CLM, Kopelman and Paige, PC.
September Monthly Luncheon
“Beyond Benchmarks – Getting the most out of your financial information and other data"
Speaker: Margery L. Piercey, CPA
This session is geared to getting into the nitty-gritty of what your data is telling you. What should I be watching, what does the information tell me, when does the information send up a red flag, what needs to change? Digging deep - the story beneath the numbers! Discussion items follow.
• Analyzing trends – what trends you should watch and why? What’s the message when a trend goes haywire?
• Billing rate rule of thumb – does it work for your firm.
• Net income versus cash available for distribution
• Bank covenant compliance monitoring
• Retirement obligations – forecasting the future and succession planning
• Measuring the cost of carrying unbilled fees and accounts receivable - maximizing cash flow to minimize borrowing costs
Margery L. Piercey, CPA, is a shareholder at Wolf & Company, P.C. Margery challenges the misconception that accounting and financial reporting are merely crunching numbers and documenting history. She combines her law firm accounting knowledge with problem solving and communication skills to deliver unique business insight. Margery’s speaking style engages participants who will learn practical solutions that apply to firms of all sizes and management structures. With 25 years of experience, including time in industry responsible for financial reporting and cash management, Margery performs audits and reviews and delivers advisory services to law firms, investment advisors, broker-dealers and investment bankers, among others. She is a past Chair of the Mass. Society of CPAs and former Governing Council member of the American Institute of CPAs. She currently serves on the Accounting Advisory Board at UMass Amherst.
Small Firm RoundtableJoin Small Firm Administrators for lunch at noon and a lively discussion of topics. The meeting will be held at Clark and Elbing LLP.
Small Firm RoundtableJoin Small Firm Administrators for lunch at noon and a lively discussion of topics. The meeting will be held at Clark and Elbing LLP.
ALA Region 1 Conference
Region 1 Conference, click here to view the Save the Date card.
Featured Event
For the 2010 Regional Educational Conference in Long Branch, New Jersey, the Board is pleased to announce that the Boston Chapter will award two $1,300 scholarships. This year's awards are intended to offset the costs of the conference registration fee, reasonable transportation expenses, two nights hotel accommodations and daily meals ($25 daily maximum).
