CFO & Controllers Conference (2-day Bundle)

Are you a CPA in industry or public practice wrestling with the difficulties of corporate management? You need useful, timely information on managing your organization and adding value through best practices and technology. 

This conference, which is hosted by the Pennsylvania Society of CPAs, is being held on March 21 and 28. You can purchase both days as a bundle for a discount, or register for one day individually.

Day 1: Thursday, March 21, 2024 - 10 a.m.-3 p.m. (5 credits)

Day 2: Thursday, March 28, 2024 - 10 a.m.-3 p.m . (5 credits)

$498.00 - Member Price

$598.00 - Nonmember Price

Events included in this bundle:

Click on an event title below to view the details of the event.

March 21, 202410:00-3:00 PM EDTCFOs and Controllers Conference (Day 1)
Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.


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

10-10:40 a.m.
Strategies for Business Efficiency
Rich Berry - 425 Consulting Group
  • Learn the benefits and steps to complete five key strategies: Process Mapping, Policies & Procedures, Rationalizing Systems, Business Intelligence, and Move to the Cloud.
  • Hear real-life stories from Berry's time managing Microsoft’s global financial processes and systems and how these strategies enabled them to reduce the month end close from 3 weeks to 3 days and improve employee satisfaction without adding headcount during a time of rapid business growth
10:40-11:40 a.m.
Leveraging Technology to Improve the FP&A Function
Robert Morgan - Schnedier Downs
  • Discover how your FP&A team can benefit from certain technologies that allow them to focus on more value-added tasks, such as strategic planning and analysis of results.
  • Learn how technology can help your team more efficiently and effectively complete their responsibilities, such as data entry, report generation and distribution, and analysis of results.
11:40 a.m.-12:30 p.m.
Lunch Break

12:30-1:20 p.m.
Case Studies: Using Cash Management Strategies to Control Fraud Attempts
Lara Wozniak, CTP - NexTier Bank
Lou Palumbo, CISA, CISM, CRISC, CDPSE, CISSP - NexTier Bank

  • Review of current fraud schemes by NexTier Bank's chief information officer.
  • Payments, fraud and best practices in cash management to mitigate risk.
1:20-2:10 p.m.
Pennsylvania and Multistate Tax Updates
Jason Skrinak, CPA - Pivot Strategic Consulting
  • Review how Pennsylvania compares to other state and local tax developments across the country
  • Review recent Pennsylvania income and sales and use tax developments
  • Discuss possible changes to Pennsylvania taxing structure based upon recent proposed Pennsylvania budget and proposed legislation
2:10-3 p.m.
Outsourcing/Offshoring Finance/Accounting Functions
Suzanne D'Angelo - YPTC
Jennifer Blasy - YPTC

  • Review ways that outsourcing can supplement and support finance functions
  • Hear real stories from the outsourced Controllers/CFOs
  • Receive tips for getting the most out of outsourcing

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March 28, 202410:00-3:00 PM EDTCFOs and Controllers Conference (Day 2)
Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.


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

10-10:50 a.m.
Economic Update
Kali Aloisi - Federal Reserve Bank of Philadelphia
This session will focus on recent economic developments of the nation and region.

10:50-11:40 a.m.
How to Ensure a Highly Effective HR Function
Mindy Geib - MidAtlantic Employers Association
Matt Roessler, MS HRD - MidAtlantic Employers Association
John Casey - NFP
  • Explore the crucial 6-8 functional areas of HR, with emphasis on their significance and strategies for optimal effectiveness.
  • Discuss topics such as potential outsourcing of tasks, leveraging partner relationships, and harnessing technology to streamline HR processes.
  • Gain valuable insights on ensuring your HR function operates seamlessly, maximizing efficiency and effectiveness in today's dynamic workplace.
11:40 a.m.-12:30 p.m.
Lunch Break

12:30-1:20 p.m.
An In-Depth Look at Risk Assessments
Jeremy Burris - S.R. Snodgrass PC
  • What elements should be included in a risk assessment?
  • Which types of controls reduce the impact of occurrence and which reduce the probability?
  • How can you utilize risk assessments to guide testing and audits?
  • What happens if you are not comfortable with the residual risk?

1:20-2:10 p.m.
Future-Proofing Finance: Navigating Risk and Reward with Generative AI
Eric E. Cohen - XBRL
  • Demystifying GenAI in Finance: A primer on generative AI's role and impact on core accounting tasks.
  • Enhanced Strategic Decision-Making with AI: Exploring AI-driven innovations in financial forecasting, risk assessment, and strategic planning.
  • Navigating Ethical, Compliance, and Security Challenges: Addressing the complexities of data security, internal controls, governance, and ethical considerations in AI integration.
  • Adapting to an AI-Enhanced Financial Landscape: Strategies for embracing AI in finance, focusing on upskilling, change management, and staying ahead in a rapidly evolving industry.

2:10-3 p.m.
CFO Operating as COO
Cory Ng, CPA, CITP, CGMA, DBA - Pennsylvania Institute of CPAs
LeeAnne Stump, CFO - Morefield
Dawn Gimble, CPA, CGMA - Outsourced CFO Services

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