Leadership Conference

PICPA Member: $245
Nonmember: $445

Sept. 9, 2021
Sheraton Harrisburg Hershey Hotel
7:45 a.m.-4:00 p.m.

CPE Credits:


Learn strategies for leading in a postpandemic environment. Discuss ways to enhance diversity, equity, and inclusion, encourage innovation, and improve agility at your organization.

Who Should Attend

Pennsylvania accounting professionals, PICPA committee members, and Young Leader Award recipients.

Thanks to our sponsors

Gallagher Bollinger Logo capstan

Complimentary Registration

Are you a PICPA committee member or 2021 Young Leader Award winner? Your registration is complimentary. Please email membership@picpa.org for a promo code you can apply at checkout.

Staying overnight?
Book your reservation at the Sheraton Harrisburg Hershey Hotel for the discounted price of $129 per night. The last day to book is Aug. 20.

Conference Agenda

7:45 a.m.

Welcome from PICPA Leadership

8:00 a.m.

Advancing Technological Growth 1-Other

  • How PwC is using technology to transform its audit, tax, and advisory businesses
  • How you can apply lessons learned from PwC’s use of technology to transform your own firm or company
  • What role the CPA profession will play in maintaining trust in the capital markets going forward
Joe Atkinson
Vice Chair - Chief Products and Technology Officer

8:50 a.m.

Post-Pandemic Planning and Leadership 1-Other

  • Reflection as a part of post-pandemic leadership development
  • Learning agility: the new center-stage skill for all organizations
  • Focusing on continuous improvement, no matter where the team is located
Wilson, Jen
Jennifer Wilson
Partner, Cofounder

10:05 a.m.

Morning Break – Prizes

10:15 a.m.

Critical Advocacy Challenges and Successes 1-Other

  • Ensuring a robust response to regulatory standards with member engagement
  • PICPA’s advocacy efforts and why they matter
  • Key advocacy successes
  • 2021 regulatory and standard-setting challenges 

Peter Calcara, PICPA VP, Government Relations
Peter Calcara
Vice President, Government Relations
Allison Henry
Allison M. Henry, CPA, CGMA
Vice President – Professional & Technical Standards

11:05 a.m.

Enhancing Diversity, Equity, and Inclusion 1-Other

  • Inclusion strategies that work
  • Keeping communication clear with transparency and honesty
  • Conducting DEI training at every level
  • Live inclusion – 24 hours a day – not just 8
Reese Blair, CPA

Reese Blair, CPA
Audit Partner

Lisa Myers, CPA, CFE, MAFF, CGMA
Boyer and Ritter
Kimberly Ellison-Taylor, CPA, CGMA, CISA
Kimberly Ellison-Taylor, CPA, CGMA
Executive Director, Finance Thought Leadership, Oracle
Past Chair, AICPA
NCDI Vice-Chair

11:55 a.m.

Young Leader Award Winners Recognition and Update on the Pennsylvania CPA Foundation

12:10 p.m.


1:00 p.m.

Leaders Eat Last 2-Other

  • How the most effective leaders strive take care of their teams
  • Establishing trust within a team
  • How to gain commitment from team members
  • Building accountability within an organization 
Don Minges
Don Minges, MBA
The Knowledge Institute, LLC

2:40 p.m.

Afternoon Break – Prizes

2:50 p.m.

Firm of the Future Business Models 1-Other

  • Innovating and attracting incoming talent
  • Encouraging collaborative, forward-thinking firm members
  • Creating an extraordinary client experience with remote work
Richardson, Theresa
Theresa Richardson, CPA
Partner, Chief Talent Officer

3:40 p.m.

Farewell to Mike


CPE Credits: 7-Other

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.


ClassPass      flexAccount200x75

Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.

PICPA Member: $245
Nonmember: $445


Sheraton Harrisburg Hershey Hotel
4650 Lindle Road
Harrisburg, PA 17111 - Map It


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