May 20, 2024


Live Webcast

AND

In-Person

Doubletree Hotel-BWI
890 Elkridge Landing Rd, Linthicum Heights, Anne Arundel County, Maryland 21090-2903


8 CPE

2024 Business and Industry Conference

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    Instructor

    Rebekah
    Olson

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Sponsors

CPE Credits Available

8 CPE
8
Specialized Knowledge

Doubletree Hotel-BWI

890 Elkridge Landing Rd, Linthicum Heights, Anne Arundel County, Maryland 21090-2903

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Things to Know About This Course

Professional Area of Focus

  • Business & Industry
  • Future Ready

Provider

*Maryland

Agenda

May 20

The Good, The Bad, and The Ugly

Speaker: Anirban Basu, MPP, MA, JD, Ph.D., Chairman & Chief Executive Officer, Sage Policy Group, Inc.

Has the Federal Reserve successfully engineered a soft landing?  Or, is the confluence of geopolitical conflict, a presidential election, rising consumer debt levels, and still high-interest rates conspiring to produce an economic downturn in 2024?  It is difficult to know whether 2024 will be a good year – but one thing is clear – it will be a very interesting one.  This presentation 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.


Break

A&A Update

Speaker: Claudia Wolter, CPA, CCIFP, CCA, Shareholder, KatzAbosch

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.


Break

Best Practices on Recruiting and Retention

Speakers: Brian Deffaa, Chief Marketing Officer, Kerry Weber, MsM, Employer Branding & Recruitment Marketing Specialist,, LifeBridge Health

In today's competitive job market, attracting and retaining top talent is essential for the success of any organization. Join us for an insightful session on Employee Recruiting and Retention, where we will explore effective strategies and best practices to attract, engage, and retain skilled employees.


Break

Behavioral Health 101 – Facts and Fictions

Speaker: Oleg Tarkovsky, MA, LCPC, MBA, Director of Behavioral Health Services, CareFirst, BCBS

This presentation will focus on basic and complex concepts within behavioral health. Thorough definitions of mental health and mental illness will be provided. The audience will learn about the brain, stress, and stress management, burnout, mental illness prevalence data, and the best ways to improve your well-being.


Lunch

Succession Planning in M&A: Anatomy of a Deal and Tips on Preparation

Speaker: Craig Bowden, Principal, SC&H, and Nick Stewart, J.D., Partner Duane Morris

Craig and Nick will begin with a short brief on the state of M&A, then walk through a transaction timeline from pre-sale planning and buyer selection – with both private equity and strategic to due diligence and closing. We will touch 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.


Break

Personal Privacy and Cybersecurity

Jeff Cook, CPA, CITP, CISA, Principal, Fortreum, LLC

Casually posting on social media? Entering your email for every offer out there? Am I at risk? What can I do? This session will answer these questions and more by exploring various personal privacy risks and how you can mitigate them. Geared more towards the individual rather than company, we'll dive into 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.

Learning Objectives:

  • Learn the various risks of online exposure and their effects
  • Understand how different pieces of personal information online can be used by hackers
  • Learn some basic techniques and safeguards you can use to defend your personal privacy

Break

Building the Finance Team of the Future

Panelists: Heather C. Latham, CPA, CFP®, CGMA, Chief Financial Officer, R&F Metals, Inc. Robert Goldstein, CPA, Chief Financial Officer, Paul Davis Restoration of Greater Baltimore, Tom Hood, CPA, CITP, CGMA, Executive Vice President Business, Engagement & Growth, AICPA, Joselin Martin, CPA, CCIFP, CGMA, Founder, True North CFP, LLC., Rebekah Olson, CPA, Chief Executive Officer, Maryland Association of CPAs

A panel discussion of how companies are building their financial team. Including the discussion of the AICPA's CGMA Apprenticeship Program. This is a tool that can be done by companies of any size.


This event has ended.