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CFOs and Controllers

conference webcast

Aug. 11
7:45 a.m.-4:00 p.m.

Webcast

CPE Credits: 1-A&A; 1-Tax; 6-Other

PICPA Member: $329 | Nonmember: $429

Speakers

Read Speaker Bios

2020 Agenda

7:45 a.m.

Greetings from PICPA Leadership

8:00 a.m.

1-A&A

Management Discussion and Analysis: Enhancing Value

Using management discussion and analysis (MD&A) to add value for shareholders and the company
Implementing MD&A proactively before the next disclosure
Best practices and insights in MD&A

Speakers

David Christensen, CPA
Vice President & Partner, Accounting and Finance
RGP

George McClennen
Founder, Non-Exec Board Director, Consultant, Financial Planner, and Insurance Broker
Global Assurance LLC

8:55 a.m.

1-TAX

Pennsylvania Sales Tax and Wayfair: Best Practices and Communication

The potential pitfalls and challenges in communicating state and local tax (SALT) changes with customers and clients
Case review and lessons learned from Oriental Trading Company
Best practices, policies, and procedures for developing an effective SALT framework

Speaker

Jason C. Skrinak, CPA
Pivot Strategic Consulting LLC

9:45 a.m.

Break

9:55 a.m.

1-OTHER

Performance Management: Building Career Success for You and Your Team

Building teams, with an emphasis on recruiting talent in an intense labor market, developing the talent and replicating cultural values, and retaining the talent
Using an effective performance management process to engage employees
Facilitating useful conversations with management
Building an effective open-door culture that maximizes employee resources

Speaker

Mark J. Izzo
Founder & Principal
Converge HR Solutions

10:50 a.m.

1-OTHER

Health Care, Employee Benefits, and Your Bottom Line

How the latest trends and changes are affecting the health care benefit market
How the latest regulatory changes affect your business
How to use your benefits as a driver in recruitment and retention while educating your workforce about their benefits

Speakers

S. Paul Sharkey
Vice President of Sales
UnitedHealthcare

Matt Cuomo
Vice President of Sales & Sales Support
Vision Benefits of America

11:40 a.m.

Lunch Break

12:20 p.m.

1-OTHER

The Future Is Now for CFOs and Controllers: Embracing Technology and Change

Staying ahead of the curve while artificial intelligence and the resulting stream of change impacts your organization
How specialization affects your role and that of your workforce
Navigating the increasingly narrow currents of change
Focusing on adding value with expertise and decision making, and using your new tools to increase productivity

Speaker

Ankur Agrawal
Partner
McKinsey & Company

1:15 p.m.

1-OTHER

Practical Applications of Data Analytics and Visualization

Discussion with a practical focus on adding value to your organization with data analytics software
Making data analytics a part of your organization’s culture, including training your employees
Using data for budgeting, strategy, and financial management

Speaker

Bryan L. Smith, CPA, CITP, CISA
Virtual CIO
CPA Crossings LLC

2:05 p.m.

Break

2:15 p.m.

1-OTHER

The CFO’s Imperative: Data Security and Regulation in Uncertain Times

Basic principles of data security
Cyber trends
The impact COVID-19 has had on the control environment and regulatory landscape

Speaker

Theresa Grafenstine
Managing Director/Chief Auditor - Cyber, Continuity of Business, and Third Parties
Citi

3:10 p.m.

1-OTHER

Enterprise Risk Management after the Pandemic

How COVID-19 directly impacted how organizations view and manage risk
Discuss lessons learned during the pandemic and how ERM can provide tangible value
Understand today's top threats
Strategies to help mitigate risk during difficult times
Opportunities to improve ERM approaches

Speaker

Melissa Bradley Musser, CPA, CITP, CISA
Principal, Risk & Advisory Services
GRF CPAs & Advisors

4:00 p.m.

See You Next Year