PICPA CFOs and Controllers Conference Webcast

7:45 a.m.

Greetings from PICPA Leadership

8:00 a.m.

1-Other

The CFO and Controller as Adviser to Your Organization

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New skills for a new world
From data to decisions
Escaping from the tyranny of the spreadsheet

David Axson
CFO Strategist and Advisor

8:50 a.m.

1-Other

Guiding Your Company as a CFO or Controller

Best practices for overcoming challenges
What recovery from COVID-19 could look like

LeeAnne Stump, CPA
CFO
Morefield Communications

Jeremy Spencer, CPA
Regional Controller
Sodexo

Elizabeth Wilson, CPA
CFO
Valley National Financial Advisors

Jen Cryder (Moderator)
COO & Executive Vice President
PICPA

9:40 a.m.

Take a Breather

9:55 a.m.

1-Other

COVID-19 Vaccination Considerations and Reopening Your Business Responsibly

Vaccinations as a condition of employment
For more on employers' vaccine considerations, read Alyzabeth Smith’s CPA Now blog.
Accommodating remote work requests
Maintaining a transmission resistant workplace
Preventing discrimination, harassment, and invasion of privacy related to the pandemic
Onboarding furloughed employees and reversing layoffs and staff reductions

Jonathan Ziss
Partner
Goldberg Segalla LLP

Scott Green
Partner
Goldberg Segalla LLP

10:45 a.m.

1-Other

Managing a Remote or Partially Remote Team

Best practices for executives to ensure collaboration, communication, and inclusion despite workforce location
Engaging employees by using technology that assists in productivity
Well-being considerations for all employees in and outside their office space

Arthur M. Ayres Jr., CPA
Vice President of Finance
Philadelphia Convention and Visitors Bureau

11:35 a.m.

See You Tomorrow

7:45 a.m.

Greetings from PICPA Leadership

8:00 a.m.

1-Other

Trends in Technology

Cybertrends
Basic principles of data security
COVID’s impact on the control environment and regulatory landscape

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

8:50 a.m.

1-Other

Cybersecurity in 2021: Backup, Disaster Recovery, and Business Continuity

Layered security and guarding the internet gateway
Multifactor authentication and creating a human firewall
Security policy design and implementation, backup, and disaster recovery

Rick Jones
Business Development Manager
Wolf Consulting

Sam Liberto
Director of Business Development
Wolf Consulting

9:40 a.m.

Take a Breather

9:55 a.m.

1-Other

Data Analysis and Reporting for CPAs

The value of analyzing data
What can be accomplished with data analytics
Ways Microsoft Power BI Tools can help CPAs analyze data

Bryan Smith, CPA, CITP, CISA
Chief Learning Officer
CPA Crossings LLC

10:45 a.m.

1-Other

What It Takes to Get to the Next Level: The Journey to Becoming a CFO

Broaden your business and operational experience by finding an experienced mentor
Develop your strategic mindset
Be willing to take calculated career risks