Leadershfp Conference

Coming Fall 2020

PICPA’s annual leadership conference   features professional issues, thought leadership, personal and professional development, and more.

PICPA committee members come from around Pennsylvania for hot topics, inspiring speakers, and networking opportunities.

2019 Highlights

A Look Back at the 2019 Agenda

7:30 a.m.
Breakfast and registration
8:00 a.m.
Welcome and Opening Remarks
Martin C. Levin, CPA
2019-2020 PICPA President
8:10 a.m.
How to Improve Your LinkedIn Profile
Karen Yankovich
Social Media Marketing Consultant

9:00 a.m. to 4 p.m.
LinkedIn Lounge: Stop by for a private consultation on how to improve your LinkedIn profile.

9:10 a.m.
Networking Evolution: Building Stronger Relationships and Connections

Our associations may produce the highest quality programs, products and services, but what makes us different from any retail store is the community of colleagues any member can find. What we call networking is the cement that holds together the bricks of our non-dues revenue lines of value. Yet, for all associations tout as being the ‘professional home’ for their industry, this most often means putting volunteers and members alike in a room with wine and cheese with the instruction to 'meet each other.'

Associations can do better.

Together we will explore how to deepen Board Member connections. How to create micro-brain trusts for volunteers, members, and industry stakeholders. How to create personal conversation starters for 5 or 5,000. We will learn about these approaches, we will try them, and we will analyze/evaluate them.

We all want to see a deeper loyalty to our organizations from our volunteers and our members - that starts with setting in place a dynamic of belonging and connection. This session will give you those first steps, providing you with new perspectives on how to create a networking evolution.

Lowell Aplebaum, CAE, CPF 
CEO & Strategy Catalyst
Vista Cova

10:10 a.m.
Networking and snack break
10:20 a.m.
PICPA & Pennsylvania CPA Foundation Update

The pace of change will never be as slow as it is today and the PICPA works hard to keep up with that pace. Changes in technology, talent, demographics, and the business environment are impacting the profession. Learn about these issues and more, and how PICPA is working to help its members and future generations navigate these changes.

Michael D. Colgan, CAE
PICPA CEO & Executive Director
11:20 a.m.
CPA Conversations Live: Protecting the CPA License
There has been proposed legislation in states across the country that would deregulate professions and the CPA license is at risk of being caught up in this movement. In a live recording of CPA Conversations, we’ll discuss this threat and what the AICPA, NASBA and other organizations are doing to protect the profession.

Guest Speaker

Braziel, Skip
Skip Braziel
Vice President - State Regulation and Legislation


William Hayes
William J. Hayes
Managing Editor, Pennsylvania CPA Journal
Jim DeLuccia
James V. DeLuccia
Communications Manager
11:50 a.m.
Young Leaders Awards Ceremony
Michael D. Colgan, CAE
PICPA CEO & Executive Director
Martin C. Levin, CPA
2019-2020 PICPA President
12:10 p.m.
1:10 p.m.
Volunteer Excellence: Creating Opportunities for Amazing Volunteer Experiences

Volunteers are the lifeblood of any association – the strategic visionaries with industry insight, the subject matter experts training the future, the unpaid work force giving back. Traditional models are no longer keeping pace with the evolving needs of our volunteers – associations need to consider new approaches to targeted volunteer segments, and the types of commitments they seek. This session will share five trends in the world of association volunteering that can help elevate the volunteer experience

Lowell Aplebaum, CAE, CPF 
CEO & Strategy Catalyst
Vista Cova
2:20 p.m.
Networking and snack break
2:30 p.m.
How to Ask

Wish you could ask a genie for help with the latest rules, regulations or technology? Charged with getting business but unsure how to start? We ask all the time, either badly or well. Sadly, some of us don’t ask at all. How to Ask shows you that the flip side of your asking fear is your asking strength. Discover your own Asking Personality so you can ask authentically, comfortably and successfully in any aspect of your life. Join us for this dynamic, funny and pragmatic session if you want to show up ready for "Yes" not braced for a "No!"

Valerie M. Jones, CFRE- Capital & Planning
Valerie M. Jones Associates
4:30 p.m.
Hugs, high fives, and goodbyes!


Contact the Member Relations Team at membership@picpa.org or (215) 496-9272.

Thank You to Our Sponsors

Intrepid Advisors Logo


Stop by the Cargas table to receive
a free coffee mug! Limited quantity available.

Sponsor this conference!  View packages, and contact Kelli Comegys for more details.