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.
10-10:40 a.m.
Impact of Transformative Technologies on Auditing and Financial Reporting
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 - YPTCCOURSE LEVEL
Basic