All times listed are Eastern Time Zone
Agenda
7:50 a.m. Greetings from Chair/PICPA Leadership
8:00 a.m. Economic Update: How High?
Malcolm Polley, CFA
President and Chief Investment Officer
Stewart Capital Advisors LLC
- How High will the unemployment rate go?
- The current supply/demand mismatch in the labor market
- The structural issues impeding potential progress.
- Potential solutions to the problem.
- How high will prices go?
- How much of this is Covid related? (The gift that keeps on giving…)
- Stimulus spending related
- Supply-chain disruptions
- The impact of re-shoring. (Will it help or hurt?)
- Structural issues
- How High will rates go?
- Looking at rates from a cyclical view.
- Looking at rates from a secular view.
- Political Silly Season never ends (It’s already 2024!)
- What is our outlook for 2023?
- Interest Rate outlook
- Outlook for equities
- Structural allocation options
(1- Other)
8:50 a.m. The Great Retention: How to Become an Employer of Choice
David Osborne
Executive Consultant, Facilitator, Producer, Instructional Designer
Dale Carnegie
- Identify why people are leaving companies all over the world since the COVID-19 Pandemic
- Discover what people want from work
- Learn how to create an engaged culture that attracts and retains employees
(1- Other)
9:40 a.m. Morning Break
9:55 a.m. ERP System: What is It and Why Do I Need It?
Dustin Wehman, CPA, CFE
Principal, Technology
CliftonLarsonAllen LLP
- What exactly is Enterprise Resource Planning?
- Tips for successful implementation
- Red Flags and Pitfalls
- Inventory Considerations
- Establishing buy-in amongst your team
(1- Other)
10:45 a.m. Power BI and Data Analytics
Matt Kraemer, CPA, CIDA
Senior Manager, ADAPT Consulting Services
Schneider Downs
Data analytics have become a common way for companies to gain an advantage and become more efficient and effective with their procedures. Power BI provides an affordable, no code/ low code opportunity to implement data analytics and data visualization into your organization so you can spend less time compiling analytics and more time interpreting the analysis.
(1- Other)
11:35 a.m. Lunch Break
12:25 p.m. Cybersecurity
Stephen V. Bish
Lead Cybersecurity Strategist
Schneider Downs
J. Ryan Zambon
Process Manager
Weber Display & Packaging
(2 - Other)
2:05 p.m. Afternoon Break
2:20 p.m. The State of Taxes
Mark Heath, CPA
Partner
McKonly & Asbury LLP
- Review of CARES Act impact on taxes - employee retention credits and PPP loans – remaining pitfalls and opportunities
- Update on delayed provisions from the Tax Cuts and Jobs Act
- Looking beyond the Tax Cuts and Jobs Act and its long term impact
- Insight into the continuing challenges of dealing with the IRS and state departments of revenue
(1-Tax)
3:10 p.m. Future of Manufacturing
Speakers: TBD
- A look backward at how leadership at manufacturing companied have handled price increases/inflations
- Discussion around what trends and challenges we are foreseeing in the immediate and distant future
- What are you looking for
(1-Other)
4:00 p.m. See you next year!