Day One
Thursday, March 21
1-A&AStrategies for Business Efficiency
- Discuss five strategies to transform organizations and make them highly efficient
- For each strategy (Process Mapping, Policies & Procedures, Rationalizing Systems, Business Intelligence, and Move to the Cloud) learn the strategy, the benefits, and steps to complete
- Hear real-life stories from Berry's time managing Microsoft’s global financial processes and systems and how these strategies enabled them to reduce the month end close from 3 weeks to 3 days and improve employee satisfaction without adding headcount during a time of rapid business growth
Rich Berry
Managing Partner, 425 Consulting Group
Principal, Boyer & Ritter OTS
1-OtherLeveraging Technology to Improve the FP&A Function
- Discover how your FP&A team can benefit from certain technologies that allow them to focus on more value-added tasks, such as strategic planning and analysis of results
- Learn how technology can help your team more efficiently and effectively complete their responsibilities, such as data entry, report generation and distribution, and analysis of results
Robert Morgan
Senior Manager
Schneider Downs
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.
Lara Wozniak, CTP
SVP/Director of Treasury Services
NexTier Bank
Lou Palumbo, CISA, CISM, CRISC, CDPSE, CISSP
Chief Information Officer
NexTier Bank
1-TaxPennsylvania and Multistate Tax Updates
- Review recent Pennsylvania income and sales and use tax developments
- Discuss possible changes to Pennsylvania taxing structure based upon recent proposed Pennsylvania budget and proposed legislation
- Review how Pennsylvania compares to other state and local tax developments across the country
Jason Skrinak, CPA
Founder
Pivot Strategic Consulting
1-OtherOutsourcing in Action: Stories of Success in Outsourcing Accounting & Finance
- Review ways that outsourcing can supplement and support finance functions
- Hear real stories from the outsourced Controllers/CFOs
- Receive tips for getting the most out of outsourcing
Suzanne D'Angelo
Senior Manager
Your Part Time Controller
Jennifer Blasy
Manager
Your Part Time Controller
Day Two
Thursday, March 28
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?
Kali Aloisi
Outreach Economist, Research
Federal Reserve Bank of Philadelphia
1-OtherHow to Ensure a Highly Effective HR Function
- Explore the crucial 6-8 functional areas of HR, with emphasis on their significance and strategies for optimal effectiveness
- Discuss topics such as potential outsourcing of tasks, leveraging partner relationships, and harnessing technology to streamline HR processes
- Gain valuable insights on ensuring your HR function operates seamlessly, maximizing efficiency and effectiveness in today's dynamic workplace
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
NFP Corporate Benefits
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?
Jeremy Burris
Principal
S.R. Snodgrass PC
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.
Eric E. Cohen
Audit Data Standards, Blockchain, Continuous Audit
Co-Founder, XBRL
1-OtherCFO Operating as COO
Moderator: Cory Ng, CPA, CITP, CGMA, DBA
Chief Financial Officer | VP of Administration
Pennsylvania Institute of CPAs
LeeAnne Stump, CPA
Chief Financial Officer
Morefield
Dawn Gamble, CPA, CGMA
Chief Financial Officer
Outsourced CFO Services
Elizabeth Wilson, MBA, CPA
Chief Financial Officer & Treasurer
Cedar Crest College