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Thursday, March 28, 2024 Live Webcast

CFOs and Controllers Conference (Day 2) (E2403080)

10:00 AM - 3:00 PM EDT

Vendor Platform

5 CPE Credits in SK


Gather practical and timely updates to help manage operations, improve best practices, evaluate technology and automation, and lead your organization to future growth.


This conference is presented by the Pennsylvania Institute of CPAs (PICPA) in cooperation with the NJCPA.

10-10:50 a.m.
Economic Update
Kali Aloisi - Federal Reserve Bank of Philadelphia
This session will focus on recent economic developments of the nation and region.

10:50-11:40 a.m.
How to Ensure a Highly Effective HR Function
Mindy Geib - MidAtlantic Employers Association
Matt Roessler, MS HRD - MidAtlantic Employers Association
John Casey - NFP
  • 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.
11:40 a.m.-12:30 p.m.
Lunch Break

12:30-1:20 p.m.
An In-Depth Look at Risk Assessments
Jeremy Burris - S.R. Snodgrass PC
  • 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?

1:20-2:10 p.m.
Future-Proofing Finance: Navigating Risk and Reward with Generative AI
Eric E. Cohen - XBRL
  • 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.

2:10-3 p.m.
CFO Operating as COO
Cory Ng, CPA, CITP, CGMA, DBA - Pennsylvania Institute of CPAs
LeeAnne Stump, CFO - Morefield
Dawn Gimble, CPA, CGMA - Outsourced CFO Services




Various Speakers

Various Speakers


$249.00 - Member

$349.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.


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