Breakfast sponsored by Cargas

• 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

• 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
SALT Practice Leader
RKL LLP

Coffee sponsored by RGP

• 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

• 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

• 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

• 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

• Implementing effective policies to reduce your risk in a world of insecurity
• Getting buy-in from busy employees who just can’t find time to protect your company

Speaker

Missy Kaschak, CPA, CFE, CISA
Compliance Operations
Olympus Corporation of the Americas

• Developing a strategic approach towards an ERM framework
• Identifying, quantifying, and mitigating exposures
• Monitoring, measuring, and evaluating your approach and performance

Speaker

Lance T. Morell
Director of Risk Management
Parx Casino & Racetracks

Sponsored by the PICPA Greater Philadelphia Chapter