CFOs and Controllers

conference 2020

Crowne Plaza Valley Forge
King of Prussia

March 19
8:00 a.m.-4:00 p.m.

PICPA Member: $329  -  Nonmember: $429

Highlights Include

  • Management Discussion and Analysis: Enhancing Value
  • Health Care, Employee Benefits, and Your Bottom Line
  • The Future Is Now for CFOs and Controllers: Embracing Technology and Change
  • The CFO’s Imperative: Data Security and Regulation

2020 Agenda

 
7:15 a.m.
 
Breakfast and Check-in

Breakfast sponsored by Cargas

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

Christensen, David
David Christensen, CPA
Vice President & Partner, Accounting and Finance
RGP
McClennen, George
George McClennen
Founder, Non-Exec Board Director, Consultant, Financial Planner, and Insurance Broker
Global Assurance LLC
8:50 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 Skrinak
Jason C. Skrinak, CPA
SALT Practice Leader
RKL LLP
9:40 a.m.
 
Take a Breather

Coffee sponsored by RGP

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

cpamember
Mark J. Izzo
Founder & Principal
Converge HR Solutions
10:45 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

cpamember
S. Paul Sharkey
Vice President of Sales
UnitedHealthcare
Cuomo, Matthew
Matt Cuomo
Vice President of Sales & Sales Support
Vision Benefits of America
11:35 a.m.
 
Lunch Break
12:25 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

cpamember
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

Smith, Bryan
Bryan L. Smith, CPA, CITP, CISA
Virtual CIO
CPA Crossings LLC
2:05 p.m.
 
Snacks and Chats
2:20 p.m.
 
1-OTHER
The CFO’s Imperative: Data Security and Regulation
  • 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

cpamember
Missy Kaschak, CPA, CFE, CISA
Compliance Operations
Olympus Corporation of the Americas
3:10 p.m.
 
1-OTHER
Enterprise Risk Management
  • Developing a strategic approach towards an ERM framework
  • Identifying, quantifying, and mitigating exposures
  • Monitoring, measuring, and evaluating your approach and performance

Speaker

Morell, Lance
Lance T. Morell
Director of Risk Management
Parx Casino & Racetracks
4:00 p.m.
 
Happy Hour

Sponsored by the PICPA Greater Philadelphia Chapter

5:00 p.m.
 
See you next year!

Credits

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

Registration

PICPA Member: $329
Nonmember: $429

ClassPass: 8 hours
CLE Credits Fee: $50

ClassPass      flexAccount200x75

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

Location

Crowne Plaza Valley Forge - Map It
260 Mall Blvd.
King of Prussia, PA 19046

(800) 215-2700


 

Thank You to our Sponsors!

cargas-logo
RGP Logo
Gallagher Bollinger Logo

Sponsor This Conference! Contact Kelli Comegys at kcomegys@picpa.org for details.