Navigate the future of corporate finance by examining various hot topics and issues affecting CPAs and financial professionals in business and industry such as CFOs, controllers, auditors, accounting professionals and more.
DESIGNED FOR
CPAs working in or with clients in business and industry
HIGHLIGHTS
This conference is presented by the Maryland Association of CPAs (MACPA) in cooperation with the NJCPA.
8-9 a.m.
The Good, The Bad, and the Ugly
Anirban Basu - Sage Policy Group
This session will supply an in-depth analysis of major factors shaping economic outcomes, including interest rates, global conflict, wage dynamics, business confidence, and demographics. It will then turn toward a forecast for the coming year, highlighting the major risks that economic stakeholders will likely encounter.
9:10-10 a.m.
Accounting and Auditing Update
Claudia Wolter - KatzAbosch
This session will provide a practical overview of the most important issues facing most companies and their accountants. The focus is on explaining the basis behind major issues and trends in plain language, enabling professionals to understand the most important aspects of relevant standards and why any planned or potential changes are coming down the pike.
10:20-11:20 a.m.
Best Practices on Recruiting and Retention
Brian Deffaa, Kerry Weber and Robyn Talesnik - LifeBridge Health
In today's competitive job market, attracting and retaining top talent is essential for the success of any organization. This session will explore effective strategies and best practices to attract, engage, and retain skilled employees.
11:30 a.m.-12:30 p.m.
Behavioral Health 101 – Facts and Fictions
Oleg Tarkovsky - CareFirst BCBS
This session will focus on basic and complex concepts within behavioral health. Thorough definitions of mental health and mental illness will be provided. Learn about the brain, stress, stress management, burnout, mental illness prevalence data, and the best ways to improve your well-being.
12:30-1:30 p.m.
Lunch Break
1:30-2:30 p.m.
Succession Planning in M&A: Anatomy of a Deal and Tips on Preparation
Craig Bowden and Nick Stewart - Duane Morris
Hear about the state of M&A, then examine a transaction timeline from pre-sale planning and buyer selection – with both private equity and strategic to due diligence and closing. Attention will be focused on the basics of what to expect, considerations of buyers and sellers, and focus on current trends in the market and how they relate to our clients and their finance departments.
2:40-3:40 p.m.
Personal Privacy and Cybersecurity
Jeff Cook - Forteum, LLC
This session will explore various personal privacy risks and how you can mitigate them. Discussions of online exposure, fraud prevention, and other ways you can "train your brain" to use caution and be more secure in your digital life will be featured.
3:50-5 p.m.
Building the Finance Team of the Future
Heather Latham - R&F Metals, Inc.
Robert Goldstein - Paul Davis Restoration for Greater Baltimore
Tom Hood - AICPA
Joselin Martin - True North CFP, LLC
Moderator: Rebekah Olson - MACPA
This panel roundtable will focus on how companies are building their financial team. Included will be a discussion of the AICPA's CGMA Apprenticeship Program, a tool that can be used by companies of any size.
COURSE LEVEL
Basic