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.

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.*

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 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

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- 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.


$ (% off)
Price includes $xx early registration discount(s) - expires xx/xx


$ (% off)
Price includes $xx early registration discount(s) - expires xx/xx