PICPA CFOs and Controllers Conference Webcast - March 24 & 31

CFOs and Controllers

conference webcast

March 16 & 23, 2023

2023 Agenda Coming Soon!

What do forward-thinking CFOs and controllers need to know now? Practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth. You can get all this and more at PICPA’s CFOs and Controller Conference.

Thanks to our 2022 sponsors Gallagher_Affinity_3D_stacked EPSA USA

Sponsor this conference! View packages >

Look back at the 2022 agenda:

Sign Up for Conference Announcements
Featured Session

Becoming the CFO of the Future

Day 1 Session | CPE Credits: 1-Other

  • Explore the expectations on CFOs as companywide strategy leaders
  • Identify what drives organizational success and measures of quality leadership
  • How do you define the financial function of your company and/or organization and produce valuable outcomes?

Day 1: Thursday, March 24, 2022

7:45 a.m.
Conference Opens

8:00 a.m.

Becoming the CFO of the Future 1-Other

  • Explore the expectations on CFOs as companywide strategy leaders
  • Identify what drives organizational success and measures of quality leadership
  • How do you define the financial function of your company and/or organization and produce valuable outcomes?
Reuven-Lelong, Ayalla
Ayalla Reuven-Lelong

8:50 a.m.

Technical Overview of Financing Alternatives 1-A&A

  • Delve into special purpose acquisition company (SPACs) as a new financing model 
  • Dissect the stages of a SPAC through the pre and post initial public offering lens
Smeal, Max
Max Smeal, CPA
Head of Finance
FinTech Masala

9:40 a.m.
Take a Break

9:55 a.m.

Internal Controls Related to New Payment Methods 1-A&A

  • Address potential schemes in electronic payments 
  • Explore case studies of third-party payment sites and vendors and their impact on internal controls 
Matthew D. Storlie, CFE, CIDA
Senior Manager, Forensic & Litigation Services

10:45 a.m.

2022 Business Ethics Challenges and Solutions 1-Ethics

  • Explore what's new and what isn't in post-COVID ethics issues
  • Discover how to recruit every employee as active supporters of a pro-ethics business
  • Build a six-step campaign to prevent wrongdoing and outright fraud on your watch
Hall, John

John J. Hall, CPA
Founder & President
Hall Consulting Inc.

11:35 a.m.

Regulatory Standards for ESG 1-Other

  • Get background on the emergence of environmental, social, and governance (ESG) reporting and its regulatory timeline
  • Plan for the impact of ESG and how companies can navigate these standards
  • Examples of ESG application, metrics, and reporting tools 
Hadden, Michael

Michael Hadden
Executive Director - Corporate Controllership, ESG Finance Transformations & Systems


Tom Trimback, CPA
Assistant Controller
Endo Pharmaceuticals

12:25 p.m.
Lunch Break

1:15 p.m.

New CFO’s Handbook 1-Other

  • This panel discussion will review the ideal toolkit for an incoming CFO 
  • Deconstruct the transition from controller to CFO
  • Outline board interaction and succession planning
Burkett Chenora
Chenora D. Burkett, CPA
BrchBurk Consulting
Jungclaus, Anna
Anna Jungclaus
Chief Financial Officer
Equal Measure

2:05 p.m.
Take a Break

2:20 p.m.

SALT Nexus Issues Related to Remote Employees 1-Tax

  • Identify the filing/collection requirements created by remote employees for state income and sales tax purposes
  • Identify risks and opportunities for income and sales tax purposes created by remote employees
  • Understand the financial statement impacts created by remote employees for state tax issues
Britt Sara

Sara Britt, JD
Director, Tax
Cohen & Company

Prengler Hannah.

Hannah Prengler, CPA
Partner, Tax
Cohen & Company

3:10 p.m.

Optimizing the Cash Conversion Cycle through Automation and Technology 1-Other

  • Automating the reception and approval of vendor invoices
  • Optimizing disbursements based on your DPO and vendor strategy
  • Creating optionality for your customers to pay you
  • Leveraging machine learning to optimize cash application
Loren Zadecky, MBA
Senior Vice President, Head of Solution Consultant Group
Key Bank

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

Day 2: Thursday, March 31, 2022

7:45 a.m.
Conference Opens

8:00 a.m.

Cybersecurity 2-Other

  • Pursue the most cutting-edge tools, tips, and tricks related to digital security 
  • Preventative and risk-mitigating cyberpractices
  • Policy implementation for protecting your business

Clinton Eppleman
Team Lead, IT Professional Services
Morefield Communications

Thomas, Alex
Alexander Thomas
Team Lead, IT Managed Services
Morefield Communications
Murphy, David
David B. Murphy
Lead Cybersecurity Analyst
Schneider Downs
Saman, Shea
Moderator: Shea S. Saman, CPA
Chief Financial Officer
Feeding Pennsylvania

9:40 a.m.
Take a Break

9:55 a.m.

Training on the Office Suite of Products 1-Other

  • Tools for continued remote work
  • Guidance and recommendations to get the most out of your Office suite
  • Optimizing internal Microsoft tools to assist with daily productivity
Higgins, John
John H. Higgins, CPA.CITP
Chief Partnership Officer
CPA Crossings LLC

10:45 a.m.

Introduction to MS Power BI 1-Other

  • Enhance data functionality
  • Investigate how to best leverage data to make strategic decisions
  • Software options for comprehensive analytics 
Bryan L. Smith, CPA.CITP, CISA
Chief Learning Officer
CPA Crossings LLC

11:35 a.m.
Lunch Break

12:25 p.m.

CIO Perspective on the CFO Function 2-Other

  • A panel of CIOs discuss their most pertinent needs from those holding a CFO position
  • Understand how CFOs can use the CIO perspective in daily operations
  • Apply innovation models without a CIO in your organization
Bount, Bill
Bill Blount
Chief Information Officer
Velocity EHS
Pfeiffer, Wendy
Wendy M. Pfeiffer
Chief Information Officer
Benalan, Doug
Douglas Benalan
Chief Information Officer
CURE Auto Insurance
Stump, LeeAnne
LeeAnne Stump, CPA
Chief Financial Officer
Morefield Communications

2:05 p.m.
Take a Break

2:20 p.m.

Process Automation 2-Other

  • Investigate the pros and cons of outsourced vs. in-house considerations
  • Automate internal data to enhance organizational productivity and strategy
  • Discover how to increase efficiency for repetitive, daily, and ongoing tasks  
Heisler, John
John Heisler
Vice President, Technology
Continuus Technologies

4:00 p.m.

See You Next Year!  


CPE Credits: 12-Other, 1-Ethics, 2-A&A, 1-Tax 

Prerequisites: None 
Level: Update

CLE Credits: This conference has been submitted for 13 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $100. 

ClassPass      flexAccount200x75

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


Full Conference
Thursday, March 24 (769202)
Thursday, March 31 (769203)
PICPA Member
16 hours
8 hours
8 hours
CLE Credit

*If you are looking to utilize full conference CLE credit please call the PICPA Resource Center to purchase. (215) 496-9272