2017 Business and Industry Conference


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.

Would you like to bring a colleague to this event? If you bring 1 additional person, call us to register them for $225!  Larger groups may qualify for a group discount, call us for more information. 

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.*

Course Level
Professional Area of Focus
Accounting & Auditing
Business & Industry
CPE Field of Study
Business Management & Organization

Hilton Baltimore BWI Airport, 1739 W Nursery Rd Linthicum, MD 21090

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May 18, 2017
8:00 am - 4:45 pm
Hilton Baltimore BWI Airport, 1739 W Nursery Rd Linthicum, MD 21090
Total CPE Credits
In-Person + Simulcast


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

Speakers: Craig Blinke, MBA, Commercial Relationship Manager & Mike Kelley, MBA, Treasury Solutions Officer from SunTrust Bank


The 2016 AFP (Association of Financial Professionals) Payments Fraud and Control Survey found that 73% of organizations have experienced actual or attempted fraud. Fraud based on paper-driven processes and checks continues to be the number one form of payment fraud perpetrated on businesses. This session will provide an overview of payment trends, business email compromise and risk management best practices related to Banking that organizations can leverage to mitigate internal and external fraud.

*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 here to stay! Smart companies recognize that they need to think beyond the bottom line and embrace the triple bottom line – people, planet, and profit.  Your employees want it and your customers will pay for it.  Sustainability initiatives are a 21st century elixir that will increase employee engagement, enhance your customer relationships drive innovation, and increase productivity.  And best of all, they can be done at little or no cost.  You can do well by doing good.  This session will define sustainability and its core principles, provide real world examples of bottom-line benefiting ideas and define the steps for you to start your own sustainability initiatives tomorrow.


*04- Cyber Security- Risk Management and Practical Application*

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

In 2016 approximately 90% of the data breaches that occurred in the United States effected small businesses. Hackers are targeting small to mid-sized firms because they possess large amounts of valuable data and are unlikely to have implemented appropriate data protection safeguards. This session will provide an overview of the threats, common vulnerabilities and practical risk management tips that accounting firms can take to protect their client and employee data.

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

Many organization to hope to succeed in their efforts to attract, recruit, retain and advance their valuable talent.  But too many organizations fail to create work climate that will foster inclusion and maximize all human resources potential environments.  Inclusive work environments are intentionally built to compliment the organization’s goals while at the same time valuing and leveraging the differences among its workforce.

After this session, participants will be able to:

  1. Understand the basic tenants of diversity and inclusion.
  2. Identify barriers to creating inclusive work environments.
  3. Generate ideas about a diversity and inclusion plan for their organization.
  4. Access resources to assist in their journey to foster an inclusive work environment.
2:00 pm - 2:15 pm
Networking Break
2:15 pm - 3:15 pm
05- Auditing the HR Function: Best Practices for CFOs and Controllers

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

CFOs and Controllers regularly handle risk management and audits in their organizations.  In this presentation, you will learn how about auditing the Human Resources Function to reduce your company’s exposure to employer risk and liability.  We will discuss a framework of best practices so that you can review and improve your HR risk framework within the context of current employment law.



*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.


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2017 Business and Industry Conference

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