Decision Makers Conference

Obtain strategies to overcome economic, legislative, regulatory, supervisory, and technical challenges commonly faced by today’s financial leaders.

7:15 a.m.   Log into webcast

7:45 a.m.   Greetings from PICPA Leadership

8:00 a.m.    Economic Update 

Steven Wray

Executive Director | Greater Philadelphia Economy League

Key trends in economic performance

What is happening regionally to grow our economy

What it will take to be globally competitive

8:50 a.m.   Enterprise Risk Management: Initiating and Instituting a Practical Program 

John D. McLaughlin, CPA, CRMA 

Partner | Marcum LLP

Overview of Enterprise Risk Management (ERM), including the Committee of Sponsoring Organizations’ recent exposure draft of the updated ERM Framework

Misunderstandings of ERM and results of recent polling

10 basic risk factors that contribute to catastrophic events

How to initiate and institute a practical ERM program

9:40 a.m.   Break

9:55 a.m.   Big Data and Data Analytics: What Every Controller and CFO Should Know

John Higgins, CPA, CITP

Strategic Advisor | CPA Crossings LLC

How decision makers can use data analytics as strategic weapons in their business

Evolution of data analytic tools

Get a solid foundation of data analytics and learn how you can leverage it and enhance your value within your organization

11:35 a.m.   Lunch Break

12:25 p.m.   Cybersecurity 101: Protecting Corporate Data in the Internet Age

James M. Paulino II, JD

Attorney at Law | Goldberg Segalla

Know your place in cyberspace

Proactive risk management

Keys to Incident Response Management

Recent trends in litigation and legislation

1:15 p.m.   Crisis Management: A Process to Maintain Control

Donita R. Rudy, CTP, MBA

Owner | Donita Rudy & Associates, Inc. 

Principal | Compass Advisory Partners

Prevention practices to identify and mitigate key risk areas ranging from various business interruption circumstances to the possible loss of an owner or key manager

Monitoring those indicators of rising levels of risk including financial metrics, human capital position, or external factors such as exposure to customer or industry sales concentrations

Examples of crisis situations and how to assess the potential impact of both hard and soft costs for the business

How to utilize the assessment to outline a crisis management plan, identify action steps and establish priorities and responsibilities

2:05 p.m.   Break

2:20 p.m.    The Finance Function of the Future: Equipping Your People to Deliver

Ash Noah, CPA, FCMA, CGMA 

Vice President, CGMA External Relations | AICPA

Pauline Le, CPA, CGMA, CITP

Vice President - Finance | Birkman International Inc.

Address the impact of technology on business models and the additional pressure it has put on the finance function

Research and insight from world-class organizations on the new skillset required of finance professionals to move the finance function from conformance to performance

How the CGMA Competency Framework was leveraged in an organization to provide a structured approach to learning and development to recruit and retain the best financial talent

4:00 p.m.   Webcast Concludes

Basic Course Information

*Specialized Knowledge & Applications

*Economic Update

*Enterprise Risk Management: Initiating and Instituting a Practical Program

*Big Data and Data Analytics: What Every Controller and CFO Should Know

*Cybersecurity 101: Protecting Corporate Data in the Internet Age

*Crisis Management: A Process to Maintain Control

*The Finance Function of the Future: Equipping Your People to Deliver