2017 Business and Industry Conference

Date: May 18, 2017 Location: BWI Airport District, MD CPE: 8 Format: In-Person + Simulcast

The Business & Industry Conference is an annual event that provides content relevant to CPAs in the B&I sectors. It is a one day event featuring a new content theme every year to help your business…not just accounting.

Is more than one person coming to the conference from your firm or company? If you are bringing 1 additional person (or more!) call us to register those participants for $225!

Accounting & Auditing Business & Industry
Business Management & Organization (8 Credits)


DAY 1 of 1 May 18, 2017
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:15 am
Welcome to the Day
8:15 am - 9:30 am
The Not-So-Typical Accounting Update- Everything You Did and Did Not Want to Know

Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS, The Sustainable CFO and the Business Learning Institute

Come learn about the changes FASB been issuing and how they will affect you.  We’ll address the big standards you need to worry about and the steps you need to take now to avoid implementation disaster


9:30 am - 9:45 am
Networking Break
9:45 am - 10:45 am
01- Risk Management from Banking Perspective- What Haven't You Asked Your Bankers Lately?

Speaker: TBD

02- Social Media 101

Speaker: Bill Sheridan, CAE, MACPA & The Business Learning Institute

Blogs, podcasts, wikis, social networks and virtual worlds are accepted – and in many cases, expected – communication tools for large and small organizations alike. Which of these tools might work for your business … and which should you avoid.  Explore the possibilities here.

10:45 am - 11:00 am
Networking Break
11:00 am - 12:00 pm
03- Sustainability: Why B-Corps make Business Sense in Maryland

Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS, The Sustainable CFO & The Business Learning Institute

Sustainability is no longer a “nice-to-have” part of your business strategy.  Customers, employees, regulators, and investors want to know what you are doing to address the Triple Bottom Line.  Learn about the business benefits of sustainability and why becoming a B-Corp might add to your bottom line.


04- Cyber Security- Risk Management and Practical Application

Speaker: Robert Olsen, CISSP, CCSP, HCISPP, Compass Cyber Security

12:00 pm - 1:00 pm
1:00 pm - 2:00 pm
How to Promote a Diverse and Inclusive Environment In Your Organization

Speaker: Anthony Newkirk, Ph.D., Senior Manager of Diversity & Inclusion AICPA

2:00 pm - 2:15 pm
Networking Break
2:15 pm - 3:15 pm
05- Employment Law Hot Topics

Speakers: Amy Polefrone, MPA, SPHR, SHRM-SCP, CVR, HR Strategy Group, LLC & Cheryl Brown, Davis, Agnor, Rapaport & Skalny

06- Financial Storytelling: The Key in Growing Your Organization to the Next Level

Speaker: Peter Margaritis, CPA, CGMA, MAc, Peter A. Margaritis, LLC & The Business Learning Institute

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, 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.

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.

3:15 pm - 3:30 pm
Networking Break
3:30 pm - 4:45 pm
Markets, He Wrote: Looking for Clues into the Economy's Direction

Speaker: Anirban Basu, JD, Sage Policy Group, Inc.

This presentation provides detailed discussions of global, national and regional economies using the most up-to-date data available.  Special attention is invested in critical elements of economic life, including the performance of financial, labor, and real estate markets.


$ (% off)
Price includes $xx early registration discount(s) - expires xx/xx
Price increases to $395.00 on 04/18/2017


$ (% off)
Price includes $xx early registration discount(s) - expires xx/xx
Price increases to $495.00 on 04/18/2017