PICPA Manufacturing Conference


2022 Conference Webcast

CPE Credits: 8-Mixed

Dec. 15, 2022

If you want to improve operational efficiency and thrive in a world that demands constant change, then the PICPA Manufacturing Conference is where you want to be. This all-virtual conference was designed for CPAs with manufacturing clients and financial professionals working for manufacturers and offers practical concepts and solutions that can be implemented now for a successful manufacturing program.


Thanks to our 2022 sponsor Gallagher_Affinity_3D_stacked 

Sponsor this conference! View packages for more details.


Sign Up for Conference Announcements

Thursday, Dec. 15

7:50 a.m.

Greetings from PICPA Leadership

8:00 a.m.

Economic Update: How High? 1-Other

  • How high will the unemployment rate go?
    • Current supply/demand mismatch in the labor market
    • Structural issues that are impeding potential progress
  • How high will prices go?
  • Supply chain disruptions
  • How high will rates go? Cyclical and secular view
  • What is the outlook for 2023?
    • Interest rate outlook, outlook for equities, structural allocation options
Polley, Malcolm

Malcolm Polley, CFA
President and Chief Investment Officer
Stewart Capital Advisors LLC

8:50 a.m.

The Great Retention: How to Become an Employer of Choice 1-Other

  • Identify why people are leaving companies all over the world
  • Discover what people want from work
  • Learn how to create an engaging culture that attracts and retains employees
David Osborne

David Osborne
Executive Consultant, Facilitator, Producer, Instructional Designer
Dale Carnegie Training

9:40 a.m.
Morning Break

9:55 a.m.

ERP System: What Is It and Why Do I Need It? 1-Other

  • What exactly is enterprise resource planning (ERP)?
  • Tips for successful implementation
  • Red flags and pitfalls
  • Inventory considerations
  • Establishing buy-in among your team
Wehman, Dustin

Dustin Wehman, CPA, CFE
Principal, Technology
CliftonLarsonAllen LLP

10:45 a.m.

Power BI and Data Analytics 1-Other

  • Gain an advantage and become more efficient and effective with data analytics
  • A look at Power BI's affordable, no-code/low-code opportunity to implement data analytics and visualization
Kraemer, Matt

Matt Kraemer, CPA, CIDA
Senior Manager, ADAPT Consulting Services
Schneider Downs & Co. Inc.

11:35 a.m.
Lunch Break

12:25 p.m.

Cybersecurity 1-Other

  • Receive updates on the current state of cybersecurity by breaking down the numbers and sharing stories from the front lines of major incidents and ransomware attacks
  • Get insights from countless strategic discussions with business and technology leaders attempting to navigate the various challenges of modern cybersecurity
  • Review the recent changes to the cyber insurance market and potential future changes

Stephen V. Bish
Manager - Cyber Security Consulting
Schneider Downs & Co. Inc.

1:15 p.m.

Creating an Ethical Culture 1-Ethics

  • Highlight recent cases of ethical failures
  • Explore the root causes of corporate failures
  • Discuss personal accountability and the expectations within the Code of Professional Conduct
  • How to establish an ethical corporate culture in your organization
Allison Henry, CPA, CGMA

Allison Henry, CPA, CGMA
Vice President - Professional & Technical Standards

2:05 p.m.
Afternoon Break

2:20 p.m.

The State of Taxes 1-Tax

  • Review the CARES Act impact on taxes, employee retention credits and PPP loans, and the remaining pitfalls and opportunities
  • Update on delayed provisions from the Tax Cuts and Jobs Act
  • Beyond the Tax Cuts and Jobs Act and its long-term impact
  • The continuing challenges of dealing with the IRS and state departments of revenue
Heath, Mark
Mark Heath, CPA
McKonly & Asbury LLC

3:10 p.m.

Future of Manufacturing 1-Other

  • A look at how manufacturing leaders have handled price increases/inflation
  • Trends and challenges in the immediate and distant future
David Dukes
David Dukes
Finance Director
Zeigler Brothers Inc.
Bauer, Brett
Brett Bauer, CPA
McKonly & Asbury LLC
William J. Callahan, CPA, CGMA
Vice President, Finance
Rita's Franchise Corporation
Newell, Bruce
Bruce Newell
President and CEO

4:00 p.m.
See You Next Year!


CPE Credits: 8-Mixed

Level: Update
Prerequisites: None

CLE Credits and Fees: This course has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.


Course No.: 786101

PICPA Member: $345
Nonmember: $445

ClassPass: 8 hours
CLE Credits Fee: $50

ClassPass      flexAccount200x75

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