CFOs and Controllers

conference webcast

March 18-19, 2021
7:45 a.m. - 11:45 a.m.

CPE Credits: 8-Other

PICPA Member: $345
Nonmember: $445

 

Single-Day Registration:


Who Should Attend:
CPAs in industry and public practice working in corporate management or consulting with corporations.

Objective:
To provide useful, timely information on managing your company and adding value with best practices and technology.

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2021 Speakers

Axson, David
Stump, LeeAnne
wilson_elizabeth
Jones, Rick
Liberto, Sam

2021 Conference Agenda

Thursday, March 18, 2021 | Register for Thursday Only 

7:45 a.m.
 
Greetings from PICPA Leadership
8:00 a.m.
 
1-Other
The CFO and Controller as Adviser to Your Organization

Preview this session >>

  • New skills for a new world
  • From data to decisions
  • Escaping from the tyranny of the spreadsheet
Axson, David
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
Stump, LeeAnne
LeeAnne Stump, CPA
CFO
Morefield Communications
cpamember
Jeremy Spencer, CPA
Regional Controller
Sodexo

wilson_elizabeth
Elizabeth Wilson, CPA
CFO
Valley National Financial Advisors
Jennifer Cryder
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
ziss
Jonathan Ziss
Partner
Goldberg Segalla LLP
green_scott
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
Ayres, Arthur
Arthur M. Ayres Jr., CPA
Vice President of Finance
Philadelphia Convention and Visitors Bureau
11:35 a.m.
 
See You Tomorrow

Friday, March 19, 2021 | Register for Friday Only 

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
Grafenstine.Theresa
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
jones_rick
Rick Jones
Business Development Manager
Wolf Consulting
Sam Liberto
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 L. Smith, CPA
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
Mike De Stefano
Michael De Stefano, CPA
CFO
RKL LLP
George Soukas
George Soukas, CPA, MBA
President
Regupol America LLC

Rachel Sargent
Rachel Sargent, CPA
CFO
PPC Lubricants
Adam Batchelor
Adam Batchelor (Moderator)
Vice President, Learning and Development
PICPA
11:35 a.m.
 
See You Next Year

Credits

CPE Credits: 8-Other

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 8 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

ClassPass      flexAccount200x75

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

Registration

Full Conference (769201)
Thursday (769202)
Friday (769203)
PICPA Member
$345
$172
$172
Nonmember
$445
$272
$272
ClassPass
8 hours
4 hours
4 hours
CLE Credit
$50
$25
$25


Thank You to Our Sponsor:

gallagheraffinity

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

Can't make the conference?
Register for the replays:

Day One - March 25

Day Two - March 26