CFO & Controllers Conference (2-day Bundle)

Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.

Highlights

This conference is presented by the Pennsylvania Institute of CPAs (PICPA) in cooperation with the NJCPA.

Thursday, March 16 Agenda

8-8:50 a.m.
Leverage Your Team: How to Delegate and Elevate
Vinita E. Weir, CPA, FCA - Kreischer Miller

How can delegation be used as an effective tool for both improving productivity and developing teams?

Why is delegation often viewed negatively?

How can we simultaneously change our mindset around delegation, improve workflow, encourage advancement, and foster positivity in our workplaces?

8:50-9:45 a.m.
Navigating Controller and CFO Challenges
Okorie L. Ramsey, CPA - Kaiser Foundation Health

• The changing and dynamic workforce
• Top concerns and issues facing business and finance leaders
• Current and future competencies and skills required of accounting and finance professionals

9:40-9:55 a.m.
Break

9:55-10:45 a.m.
Cash Management - Safe and Secure Payment Processing
Jami Theiller - First Citizens Community Bank

• Streamlining payment processing for maximized efficiency
• Increased automation for receivables
• Protecting your business assets from fraud
• The future of banking

10:45-11:35 a.m.
Three Ways Your Business Might Be Losing Money on HR Partnerships
Shelly Azen - unHr

• Understand the importance of managing the unemployment process.
• Negotiate the complexity of benefit broker fees.
• Systems, systems, systems

11:35 a.m.-12:25 p.m.
Lunch

12:25-1:15 p.m.
Digital Transformation and Automation
Christopher T. Kosty, CPA, CIDA - Schneider Downs & Co. Inc.
Patrick Armknecht, COA, CITP - Schneider Downs & Co. Inc.

• Understand how people, processes, and technology collectively support transformation.
• Learn how to identify the right use cases for automation or other technology implementations.
• Discuss ways to maximize the return and manage risks associated with technology investments.

1:15-2:05 p.m.
Mergers and Acquisitions from the Buyer and Seller Perspectives
John Lee, MBA - Griffin Financial Group
Robert Newbold, MBA - Graham Partners Inc.

• Sale process preparation
• Case studies of the buyer and seller perspectives
• M&A landscape

2:05-2:20 p.m
Break

2:20-3:10 p.m.
Pennsylvania Tax and Strategies
Jason Skrinak - Pivot Strategic Consulting

• Pennsylvania budget updates
• Recent Pennsylvania policy decisions surrounding sales and use tax
• Recent sales and use tax audit issues
• Nexus updates

3:10-4 p.m.
Save the Day! Data Visualization to the Rescue!
William Schwab - Your Part Time Controller, LLC

• Recognize three core concepts for delivering information through data visualization.
• Distinguish between static and dynamic graphic types and when to use each.
• Identify essential elements of a story-telling static graphic.
• Identify data visualization design stories through four case studies.
• Recognize graphic-placement tips for story-telling success.

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Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.

Highlights

This conference is presented by the Pennsylvania Institute of CPAs (PICPA) in cooperation with the NJCPA.

Thursday, March 23 Agenda

8-8:50 a.m.
Research and Development (R&D) Tax Credit

• Get a general overview of the R&D tax credit.
• Understand the various calculation methods.
• Identify R&D credit activities and expenses.
• Discuss the project implementation and issues to consider.
• Legislative impact on R&D credit.
• Tax planning and IRS audit considerations.

8:50-9:45 a.m.
The Rx Biz: How We Got Here and Where It May Be Going
Nicole Caniglia - Birch Benefits
Kevin Schopf - Birch Benefits

• Health care market trends
• High-level overview of funding arrangement continuum
• Drug pricing and compliance

9:40-9:55 a.m.
Break

9:55-10:45 a.m.
Leveraging Technology and Managed Accounting Services in the Financial Planning and Analysis Function
Matthew Kramer - Schneider Downs & Co. Inc.
Adam Goode, CPA - Schneider Downs & Co. Inc.
Michael Marasco - Schneider Downs & Co. Inc.
Robert Morgan - Schneider Downs & Co. Inc.
Learn how you can improve the efficiency and effectiveness of your financial planning and analysis function through the use of modern technology platforms and outsourcing to experienced accounting and financial personnel.

10:45-11:35 a.m.
Help for the Headaches of Healthcare
Allison De Paoli - Altique

• The three risks in your health plan
• Why they persist despite the high costs to employers and employees
• Why transparency is the key to reducing all three risks
• Why the new CAA legislation is a moment of opportunity for employers

11:35 a.m.-12:25 p.m.
Lunch

12:25-1:15 p.m
Cybersecurity: What You Really Need and Why
Allan Jacks, CISSP - Morefield

• Cybersecurity: past and future
• Discuss a three-pronged approach to cybersecurity: technology, processes, and people
• Dive into the motivations for cybersecurity compliance requirements, insurance requirements, privacy requirements (H.R. 8152 (ADPPA), PA HB 2202, PA HB 1126, PA HB 2257) and due care versus due diligence

1:15-2:05 p.m.
Collaboration: Eliminating the “No” Reputation
Jody Padar, CPA, MST - New Vision CPA Group

• Aligning around common goals and a shared vision
• Preventing department silos
• Helping teams to connect (in-person and remotely)
• Creating cross functional teams
• Identifying the right communication tool

2:05-2:20 p.m.
Break

2:20-3:10 p.m.
Challenge Accepted: When Outsourcing Makes Sense
Suzanne D'Angelo - YPTC

• Internal and external financial challenges that often occur in smaller organizations.
• How boards can utilize outsourcing to help with financial challenges such as succession planning, unplanned transitions, or special projects.
• How organizations can utilize outsourcing to supplement and support their organization’s finance functions.

3:10-4 p.m.
CFO: The Strategic Leader
Elizabeth Wilson, CPA - Valley National Financial Advisors
LeeAnne Stump, CPA - Morefield Communications

• Collaborative strategic alliances - create, develop, and nurture both internal and external relationships
• Self awareness - recognize that it takes a village
• Knowledge sharing - get everyone to "think like an accountant"
• Importance of data - drive effective decision making
• Reality check - viability, value, and resources
• Stakeholder communication - know your audience
• 4 orientations of the CFO role - responder, challenger, architect, transformer

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