CFOs and Controllers

conference 2020

Crowne Plaza Valley Forge
King of Prussia

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

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

PICPA Member: $329  -  Nonmember: $429

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.
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


Christensen, David
David Christensen, CPA
Vice President & Partner, Accounting and Finance
McClennen, George
George McClennen
Founder, Non-Exec Board Director, Consultant, Financial Planner, and Insurance Broker
Global Assurance LLC
8:50 a.m.
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


Jason Skrinak
Jason C. Skrinak, CPA
SALT Practice Leader
9:40 a.m.
Take a Breather

Coffee sponsored by RGP

9:55 a.m.
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


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


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


Ankur Agrawal
McKinsey & Company
1:15 p.m.
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


Smith, Bryan
Bryan L. Smith, CPA, CITP, CISA
Virtual CIO
CPA Crossings LLC
2:05 p.m.
Snacks and Chats
2:20 p.m.
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


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


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


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.


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.


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

(800) 215-2700

Thank You to our Sponsors!


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Gallagher Bollinger Logo


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Sponsor This Conference! Contact Kelli Comegys at for details.