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2023 BUSINESS AND INDUSTRY CONFERENCE

Description

The MACPA Business & Industry Conference will give you insight into recent trends and topics affecting not only CPAs but all financial professionals in the business and industry sectors. The B&I Conference will be in person as well as online. You will not want to miss out on hearing nationally recognized speakers Dr. Anirban Basu and Peter Margaritis!

During the concurrent sessions we will only be live streaming one session, we will determine which session as we get closer to the conference!

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Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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Provider
Maryland Association of CPAs
Course Level
Overview
Professional Area of Focus
Business & Industry
Future Ready
Industry
CPE Field of Study
Specialized Knowledge
8
Location
 
Maryland Live! Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
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Sponsors
Event Information
When
May 23, 2023
7:30 am - 5:00 pm EDT
Location
Maryland Live! Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
Total CPE Credits
8
Format
In-Person + Live Stream

AGENDA

DAY 1 of 1 May 23, 2023
7:30 am - 8:00 am
Registration and Continental Breakfast
1 CREDIT 8:00 am - 9:00 am
1. Show Me the Money (Supply)

Soft landing?  Something harder?  Whither inflation?  This presentation will supply in-depth analysis of the major factors shaping economic outcomes, including central bank policymaking, worker attitudes, business confidence, and geopolitics.  It will then turn toward a forecast for the year to come, highlighting the major risks that economic stakeholders will likely encounter.

Speaker: Dr. Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., a Baltimore-based economic and policy consultancy he founded in 2004.  He serves the Chief Economist function for many organizations, including the Maryland Bankers Association and Associated Builders and Contractors.  The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.  In 2022, he entered the Daily Record newspaper’s Circle of Influence.  He is the Distinguished Economist in Residence at Goucher College, where he teaches History of Economic Thought.  He holds four graduate degrees, including a J.D. and a Ph.D.

9:00 am - 9:15 am
Break
9:15 am - 10:15 am
2a. Mentor Panel

Mentor Panel:

Thomas White, CPA, CGMA, Director, CareFirst BCBS

Kelly Jennings, Founder and CEO, Quincy CFO

Ken Kelly, CPA, CGMA, President, K K  Advisory, LLC

This session is being finalized. We will have a description shortly.

2b. Financial Storytelling: The Key to Growing Your Organization to the Next Level

Speaker: Peter Margaritis, CPA, CGMA, CSP, Thought Leader, Business Learning Institute

Are you responsible for presenting financial information to your organization, business associates, or clients? If you’re a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

10:15 am - 10:30 am
Break
10:30 am - 11:30 am
3. Communicating in the Workplace

Speaker: Peter Margaritis, CPA, CGMA, CSP, Thought Leader, Business Learning Institute

How you communicate with your clients can make or break your career! We will discuss different client’s personality styles and demonstrate the different ways to communicate information to them. See how recognizing their personality style(s) can turn communication breakdowns into breakthroughs.

11:30 am - 12:30 pm
Lunch
1 CREDIT 12:30 pm - 1:30 pm
4. Change Management - Panel Discussion

Panel:

Rob Goldstein, CPA, Regional Controller, Baltimore Scrap Corp.

Roman Matatov, CPA, FPAC, GGMA, CITP, CVA, CFE, CFF, Consulting CFO, PKF O’Connor Davies, LLP

Janice Stucke, CPA, CFO,  Achieving the Dream

Claudia Wolter, CPA, CCIFP, CCA, Shareholder, Katz, Abosch, Windesheim, Gershman & Freedman, P.A.

1:30 pm - 1:40 pm
Break
1 CREDIT 1:40 pm - 2:40 pm
5a. Pricing Discussion

Speakers:

Logan Johnson, Senior Manager, Main Digital

Joyce Sistrunk, Principal/Founder, CPA, Premier Group Services

Janice Stucke, CPA, CFO, Achieving the Dream

5b. Review of Benefit Packages

Speaker: Lynn Argenbright, RHU, VP Employee Benefit Advisor, PSA Insurance & Financial Services

2:40 pm - 2:50 pm
Break
1 CREDIT 2:50 pm - 3:50 pm
6. A&A Update

Speaker: Claudia Wolter, CPA, CCIFP, CCA, Shareholder, Katz, Abosch, Windesheim, Gershman & Freedman, P.A.

This course provides 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.

3:50 pm - 4:00 pm
Break
1 CREDIT 4:00 pm - 5:00 pm
7. Mental Health

Speaker: Andrew Morton, Mental Health Counselor, Psych Armor

MEMBER

$ (% off)
$395.00

NON-MEMBER

$ (% off)
$495.00
Become A Member

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2023 BUSINESS AND INDUSTRY CONFERENCE

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