CFOs & Controllers Conference Agenda

Day One

Thursday, March 21

9:50 a.m.
Conference Opens
10:00 a.m.

1-A&AImpact of Transformative Technologies on Auditing and Financial Reporting

10:40 a.m.

1-OtherBudget and Forecasting


Robert Morgan
Senior Manager
Schneider Downs

11:40 a.m.

Lunch Break

12:30 p.m.

1-OtherCase Studies: Using Cash Management Strategies to Control Fraud Attempts

  • Review of current fraud schemes by NexTier Bank's chief information officer.
  • 2023 fraud statistics.
  • Payments fraud and best practices in cash management to mitigate risk.
Wozinak, Lara

Lara Wozniak, CTP
SVP/Director of Treasury Services
NexTier Bank

Palumbo, Lou

Chief Information Officer
NexTier Bank

1:20 p.m.

1-TaxPennsylvania Tax Updates

Jason Skrinak

Jason Skrinak, CPA
Pivot Strategic Consulting

2:10 p.m.

1-OtherOutsourcing/Offshoring Finance/Accounting Functions


Suzanne D'Angelo

3:00 p.m.
See you next week!


Day Two

Thursday, March 28

9:50 a.m.
Conference Opens
10:00 a.m.

1-OtherEconomic Update

Discuss recent economic developments of the nation and the region. Topics will include:

  • What has improved in the past six months?
  • What are current challenges?
  • What are new risks that have emerged?
Aloisi, Kali

Kali Aloisi
Outreach Economist, Research
Federal Reserve Bank of Philadelphia

10:50 a.m.

1-OtherHow to Ensure a Highly Effective HR Function

Geib, Mindy

Mindy Geib
Director of Strategic HR Services
MidAtlantic Employers Association


Matt Roessler, MS HRD (Moderator)
Director of Member Engagement
MidAtlantic Employers Association


John Casey
Vice President

11:40 a.m.
Lunch Break
12:30 p.m.

1-OtherAn In-Depth Look at Risk Assessments

  • What elements should be included in a risk assessment?
  • Which types of controls reduce the impact of occurrence and which reduce the probability?
  • How can you utilize risk assessments to guide testing and audits?
  • What happens if you are not comfortable with the residual risk?
Burris, Jeremy

Jeremy Burris
S.R. Snodgrass PC

1:20 p.m.

1-OtherFuture-Proofing Finance: Navigating Risk and Reward with Generative AI

  • Demystifying GenAI in Finance: A primer on generative AI's role and impact on core accounting tasks.
  • Enhanced Strategic Decision-Making with AI: Exploring AI-driven innovations in financial forecasting, risk assessment, and strategic planning.
  • Navigating Ethical, Compliance, and Security Challenges: Addressing the complexities of data security, internal controls, governance, and ethical considerations in AI integration.
  • Adapting to an AI-Enhanced Financial Landscape: Strategies for embracing AI in finance, focusing on upskilling, change management, and staying ahead in a rapidly evolving industry.
Cohen, Eric (1)

Eric E. Cohen
Audit Data Standards, Blockchain, Continuous Audit
Co-Founder, XBRL

2:10 p.m.

1-OtherCFO Operating as COO


Moderator: Cory Ng, CPA, CITP, CGMA, DBA
Chief Financial Officer | VP of Administration
Pennsylvania Institute of CPAs


LeeAnne Stump
Chief Financial Officer


Dawn Gamble, CPA, CGMA
Chief Financial Officer
Outsourced CFO Services

3:00 p.m.
See you next year!