25Presidential Call to Conference

It’s my great pleasure to extend YOUR OFFICIAL INVITATION to NYSSEA’s 36th Annual Conference, and to participate in the business of our Society, October 27-30, 2023. Your Board of Directors is pleased to present the high-quality education you’ve come to expect from NYSSEA. We welcome Natalie Kolodij, EA, Ariele Doolittle, JD, MBA, Ericka Williams, EA and AJ Reynolds, EA to our conference as first-time speakers, and we welcome back Frank Degen, EA, USTCP, Matt Metras, EA, Martin Finn, J.D., LL.M., CPA/PFS, AEP and Frank Lin, EA, MBA, CPA.  Matt Metras, EA will host our very first Crypto Tax Help Desk and our friends from NYSDTF will be with us on Sunday and Monday. NAEA’s EVP Megan Killian, CAE joins us as our keynote speaker. We are extremely fortunate to bring you these well-known and respected instructors delivering outstanding education. Our Conference Committee is planning a full conference experience for you, with the emphasis on learning while having fun.

Included as part of this official Call to Conference are the registration forms and business agendas for NYSSEA’s annual meeting.  Please review them carefully, noting deadline dates.  Online registration and payment by credit card is preferred, but the ability to register by mail with check payment remains available.    

We will be conducting a Board of Directors Meeting starting in the late morning on Friday and ending prior to the start of the Conference.  Please plan on arriving early and sitting in on all or part of this meeting; Board meetings are open to all interested members. 

This Call will serve as your Notice of the Annual Meeting under Section 6.02 of the Society’s by-laws.  Agendas are below; specific dates and times to be determined.

First Business Meeting                                           Second Business Meeting

Call to Order                                                                Call to Order

Approval of Minutes                                                     Approval of Standing Rules

Treasurer’s Report                                                       Nominating Committee Elections

President’s/Officers’ Reports                                        Unfinished Business

Nominating Committee Report/Nominations                Adjournment

All Other Reports

Adjournment                                                                       

Take advantage of the “Early Bird” rates and sign up now!  Join us for timely education, plenty of networking opportunities with collEAgues, great food, FUN and the NYSSEA annual meeting.

Early Pricing EXTENDED until September 25, 2023.

We are back at The Gideon Putnam in Saratoga Springs; I look forward to seeing you all there!

Daniel L Coccia, EA, CMA, NTPI Fellow

NYSSEA President