Benjamin Hall, vice president and managing director of JKJ Retirement Services in Newtown, Pa., and Susan Diehl, QPA, CPC, ERPA, president of PenServ Plan Services Inc. in Horsham, Pa., discuss adding value to client relationships in the world of employee benefit plans. Both Hall and Diehl will be joined by Melissa Kurtzman of Littler Mendelson and Jill Gilbert, CPA, of RKL LLP to discuss this topic at greater length at PICPA’s 2019 Employee Benefit Plans Conference on May 21 in Malvern.
Cybersecurity, artificial intelligence, robotic process automation: everywhere you look, business processes are becoming more digitized. According to a recent report from RSM US LLP, CFOs need to take a larger role in driving the strategies of their organizations when it comes to technological progress. To discuss the report, we spoke with Bill Kracunas, a principal with RSM, about his takeaways from the responses.