PICPA Accounting Workforce Conference - Recruit, Retain, Rethink

Accounting Workforce

conference Replay

Recruit, Retain, Rethink

CPE Credits: 8-Other

Jan. 27, 2023

Rising college costs, a decreasing college-age population, and competitive labor markets are leading to decreasing college enrollments and a significant decline in the number of accounting majors. This is causing a crisis in the number of prospects needed to fill the CPA pipeline. At the same time, the AICPA expects 75% of currently active CPAs to retire within the next 15 years, and existing staff are pushing for new benefits, flexibility, and career growth.

Being able to appeal to incoming talent will be essential to your firm and company, as will identifying solutions in technology and other untapped areas. Join industry experts to dig into actionable items and plans you can enact to solve one of the biggest challenges in accounting today.


  • Recruiting and Retaining
  • CPA Pipeline Trends
  • Employee Benefits: Routine and Unique
  • Workplace Evolution: Flex Schedules, Remote Work, and Beyond
  • Compensation, Inflation, and Retention: Salaries, Benchmarks, and Creative Solutions
  • Solving Workload Challenges When Hiring Isn't an Option

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2023 Agenda

Featured Session: Driving Performance with a Talent-Focused Culture

Jeremy S. Wortman, PhD
Owner, HRD Initiatives LLC

Highlights include:

  • Receive an overview of talent management
  • Explore the correlation between an investment in talent management activities and revenue growth
  • Examine the importance of a strong employee value proposition
  • Review best practices for talent development

Friday, Jan. 27, 2023

7:50 a.m.
Greetings from Chair/PICPA Leadership

8:00 a.m.

The Pipeline of New CPA Professionals 1-Other 

Jennifer Cryder, CPA
CEO & Executive Director
Shelly Weir
President & CEO

8:50 a.m.

Recruiting for Firms and Companies 1-Other 

  • Attracting prospects to your firm
  • Challenges when recruiting in the profession
  • Recruiting Gen Z to your firm
  • Finding the right candidate for the job
Myers_Lisa.11 (2)
Lisa A. Myers, CPA, CFE, MAFF, CGMA
Boyer and Ritter LLC
Kristin Seeger
Kristin Seeger, CPA
Director, Talent Acquisition
Kreischer Miller
Ryan Lafferty
Ryan Lafferty, CPA
Attolon Partners
James McCormick
Jim McCormick
Your Part Time Controller

9:40 a.m.
Take a Break

9:55 a.m.

Leveraging Technology to Reduce Workload Compression 1-Other 

When talent is scarce, you need to examine opportunities to gain efficiency in your work. The implementation of cloud-based technologies such as e-filing, digital signing, and cloud accounting apps can take pressure off your team and put the focus back on value-added work. In this session:

  • Learn how implementing cloud technologies can streamline processes and ease staff workload
  • Gain insight into key steps along the digital transformation journey
Mario Nowogrodzki, CPA, CITP
President & CEO
Mendelson Consulting

10:45 a.m.

Featured: Driving Performance with a Talent-Focused Culture 1-Other  

  • Receive an overview of talent management
  • Explore the correlation between an investment in talent management activities and revenue growth
  • Examine the importance of a strong employee value proposition
  • Review best practices for talent development
Jeremy S. Wortman, PhD
HRD Initiatives LLC

11:35 a.m.
Lunch Break

12:25 p.m.

Employee Benefits: Routine and Unique 1-Other 

Understand how to evolve in your offerings to attract and retain talent:

  • Why the same old benefits are no longer effective
  • Three keys to building a better benefits plan
  • Pitfalls when choosing benefit plans
  • Effective enrollment and implementation strategies
  • Budgeting predictability in health care spending 
Allison DePaoli

1:15 p.m.

Navigating the Workplace Evolution 1-Other 

Most people want to be fully remote and work from home every day … or at least a hybrid model where they work from home a couple days a week. Managing this new workforce will take a different approach. Add to that an environment focused on recruiting and retention, and managing both the work and the people becomes critical. Everyone needs to feel that they are known, responded to, and taken care of, even when they may have never met in person. This session will help you learn how to more effectively navigate our new work environment.

  • Identify strategies for mastering communication and expectations for remote work and remote teams
  • Discuss how certain technologies can help build relationships
  • Make onboarding your first “win”
  • Learn how to manage work and not just the time spent doing work
Jody Padar
Jody Padar, CPA, MST
CEO and Principal
New Vision CPA Group

2:05 p.m.
Take a Break

2:20 p.m.

Navigating Compensation and Talent Shortages in 2023 1-Other  

  • Hear the latest on salary and hiring trends for CPAs, finance, and accounting professionals
  • Gain insight on how to identify and hire top talent in today's market
  • Explore alternative ways to fill your talent gaps
Steve Saah
Executive Director of the Finance and Accounting Permanent Placement Practice
Robert Half

3:10 p.m.

Retaining Your Accounting Workforce 1-Other 

Engaging and retaining employees has always been important, but now it’s imperative. Using the same approach won’t get you where you want or need to be. Learn why a change in mindset and a change in approach is needed, and walk away with some creative ideas for doing both.

  • Retaining employees in an in-person, hybrid, and virtual world
  • How mindset shifts can benefit employee retention
  • Structuring work and engaging employees to retain talent
Margaret Uhrich
Margaret Uhrich, MS, ACC, ELI-MP
Managing Director, Talent Development and Coaching
MidAtlantic Employers' Association

4:00 p.m.
See You Next Year!


CPE Credits: 8-Other

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

Level: Update
Prerequisite: None


PICPA Member: $345
Nonmember: $445
ClassPass: 8 hours
CLE Credits Fee: $50

Webcast Course No.: 797100

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