Collaborate 2017 Conference
McKonly & Asbury is pleased to present this 5th annual conference that features a variety of topics and speakers, customized to past participant feedback, as well as to what’s trending in the business community.
Highlights of our Collaborate 2017 Conference include:
- Dean Zerbe, former Senior Counsel to the U.S. Senate Finance Committee and current National Managing Director of alliantgroup, as our keynote speaker! Dean’s presentation will be a post-election legislative update and outlines what businesses and business owners can expect with tax reform and other economic issues.
- Dynamic sessions focused on current issues that attendees face every day.
- 7 Continuing Professional Education Hours.
- 6.5 Continuing Legal Education Credits.
- Breakfast, lunch, and networking.
- Reception after the day’s sessions.
With a variety of topics and speakers planned, we believe Collaborate 2017 will appeal to a diverse group of attendees and will leave attendees with practical, every day solutions to elevate your business!
Limited space is available, so click on the link below to register today! If you have any questions, please contact firstname.lastname@example.org or call Melissa Roberson, Marketing Manager with McKonly & Asbury, at (717) 972-5822.
Thursday, September 21, 2017
8:30AM – 6:00PM
325 University Drive, Hershey, PA 17033
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There is a $50 conference fee that covers registration, breakfast, lunch, and a post conference reception. Click on the “Register Now” button above to register.
Should you need a room for the conference, we have a block of rooms reserved at the Hershey Lodge. You can call (855) 729-3108 on or before August 21st and ask to book under McKonly & Asbury and they can assist you. You can also click here to make your reservation online. The room rate is $169.
Refund Policy: Full refunds will be granted until Friday, September 15. Cancellations after Friday, September 15 and ‘no shows’ will not be refunded. Substitutions are welcome; please notify us in advance at email@example.com or by calling Melissa Roberson at (717) 972-5822.
Click here for a printable version of the below agenda.
1.5 Other CPE Credits (Specialized Knowledge and Application)
Description: Dean’s presentation will be a post-election legislative update and will outline what businesses and business owners can expect with tax reform and other economic issues.
Description: Mark and Pat will take a look at employee retention and its increasing importance. They will answer questions on if the current condition of employee retention is likely to change, what motivates people to stay in their job, and how generational differences affect these answers. They will also focus on ways to retain talent and create motivating environments in the workplace as well as ways to retain and transfer knowledge because it’s more than about people; knowledge retention is also important.
1 Other CPE Credit (Management Services)
Description: Mike’s presentation will define Business Intelligence (BI) and discuss how data mining, analytics, and reporting are all related to BI. He will outline how you can determine your key performance indicators (KPI’s) for financial success as well as measuring your KPI’s and how it impacts your business performance. Finally, Mike will define The Cloud, Big Data, and BI and how they are related.
1 Other CPE Credit (Economics)
Description: Daniel will be presenting an overview of the general global, national, and Pennsylvania economies with emphasis on key industry trends, trade, employment, housing, energy prices, and interest rate outlook. Additionally, he will provide a high level update of the capital markets, including the pro rata bank, institutional and high yield markets, and in the context of the overall general economy.
Speaker(s): Jon Sapochak, Partner/Consulting Actuary and Jim Pyne, Benefit Consultant at Conrad Siegel Actuaries
1 Other CPE Credit (Specialized Knowledge and Application)
Description: It’s “deja-vu all over again.” We’ll consider the first several months of the Trump administration … what has already been done? What is likely to come in the next several months? What does the repeal-and-replace plan really mean for the future of employee benefit plans?
Speaker(s): Janice Snyder and Mark Heath, Partners with McKonly & Asbury
1 Accounting CPE Credit and 0.5 Tax CPE Credit
Description: This two part session is intended to provide a technical update for attendees. In Part 1, Janice will present on the new accounting standards and how they will impact your organization. In Part 2, Mark will take a look at the who, what, how, and why of tax reform, including where we’ve been, where we’re at, and where we’re going.
Speaker(s): Todd Shill, Principal at Pillar+Aught
1 Other CPE Credit (Business Law)
Description: Todd’s presentation features a discussion and analysis of the Trump Administration’s effect on labor and employment laws as it relates to wage and hour, discrimination, leave, and union organizing laws, among other employment topics. He will also include a discussion about what can be expected through the remainder of 2017 and President Trump’s four year term.
Thank you to our sponsors. Their support is critical to the success of this event.
This year’s Conference Sponsors include:
Our Lunch Sponsor is:
Our Reception Sponsor is:
Daniel Fitzpatrick, a commercial banking executive with more than 25 years of experience, is President of Citizens Bank of Pennsylvania, New Jersey, and Delaware and Head of National Industry Verticals. He serves on Citizens Financial Group’s (CFG) Executive Leadership Group, the company’s senior leadership team. CFG is headquartered in Providence, RI.
Daniel, a native of Northeast Philadelphia, is a former chairman of the Greater Philadelphia Chamber of Commerce and serves on its executive committee, its Greater Philadelphia Energy Action Team, and its CEO Council for Growth. As chairman of the CEO Council’s Human Capital Working Group, Daniel has focused on collaborating with public, private, and nonprofit partners to provide workforce development solutions and opportunities to disadvantaged populations. He is also a member of the Board of the Allegheny Conference on Community Development and a member of the Heinz History Museum Board in Pittsburgh.
Active in the community, Daniel is a member of the board of trustees of La Salle University and on the advisory board of Drexel University’s College of Engineering. In addition, he also serves as Vice Chairman of Philadelphia Works, Philadelphia’s workforce development corporation, and as a member of the board of directors of the Philadelphia Convention & Visitors Bureau, The Wistar Institute, and The Union League.
As a result of his community efforts, Citizens Bank and Daniel individually have received numerous community awards from such organizations as the Police Athletic League Award, Philadelphia Academies Inc, the YMCA of Philadelphia and Vicinity, the Philadelphia Mural Arts Program, the Philadelphia Chinatown Development Corporation, and the Welcoming Center for New Pennsylvanians. In 2016, Daniel was named an Emerging Icon in Financial Services by The Philadelphia Inquirer.
Daniel earned a bachelor’s degree in business administration from La Salle University and an MBA from Drexel University. He is a CPA and a Chartered Financial Analyst.
Mark Heath is a Partner with McKonly & Asbury. Serving as leader of the Tax Department, he brings a wealth of experience in Federal, State, and International Income and Franchise Tax issues for both Publicly and Privately Held Corporations as well as Partnerships and LLCs.
Mark began his career working in Lancaster and Harrisburg for an international accounting firm, rising to the level of manager. In this role, he served many of the region’s largest companies with income tax compliance and consulting services ranging from specialized income tax deduction and credit projects to SEC and GAAP reporting and disclosure. Mark continues his focus on superior tax service to our clients at McKonly & Asbury.
Active in the community, Mark is a member of the American and Pennsylvania Institutes of Certified Public Accountants as well as the Lancaster County Coalition to End Homelessness Leadership Council. He also serves as a Leadership Lancaster Board Member and has spent over twenty years as a volunteer firefighter in Dauphin and Lancaster counties.
Pat Noel has been coaching and training individuals for over 30 years. She is the President of Talent Development Solutions, LLC based in Camp Hill, PA providing human capital and talent development services to companies such as light industry, retail, financial, and servicing organizations.
Formerly as the Director of Metro Bank University for Metro Bank, a $3 billion institution in Harrisburg, PA, she designed and implemented training programs and initiatives to support the bank’s strategic business plans and lead career development programs. In addition, Pat partnered with executive management on succession planning and competency development programs and managed numerous critical projects for the company.
Pat was Training Director for Keystone Financial and Frankford Bank where she established the training department, designed and facilitated over 30 customized programs, managed training departments in Pennsylvania and Maryland, and helped to lead change management initiatives.
Previously, she managed a retail telephone call center, acted as a liaison between community offices and operations departments, and serviced communities in Philadelphia as a retail branch manager.
Pat has shared her knowledge of management, business, training, and career planning by traveling nationwide to speak and provide conference workshops for Financial Women International, PA Bankers Commercial Lending School, and adjunct faculty for Allentown College in the School of Business. Currently she is an instructor in the PA Bankers’ Advanced School of Banking Schools.
When it comes to business planning, Mark Pulaski’s approach is personal. He gets to know you, he gets to know your business, and he gets to know your people. Basically, his goal is to get to know your organization almost as well as you do; so he can help you change it from the inside out. We admit this approach might not be for everyone. But Mark believes that getting key employees to participate in the process not only provides valuable perspectives and input, but it also creates energy that can be harnessed to drive improvement.
Mark is also a Kolbe Certified Consultant, a skill which enables him to help you get the most out of each person in your organization. The Kolbe process has turned the old adage “trust your instincts” into cutting edge workplace strategy.
Since joining the firm in 2001, Mark has focused on business and estate planning for family-owned businesses. His business planning work includes strategic business planning and organizational alignment and extensive work in Human Capital Development.
Mark is a graduate of Bucknell University and holds a MSFS (Masters of Science in Financial Services) degree from American College. In addition to numerous continuing education courses, he has completed several executive programs at Stanford University.
Prior to joining Cornerstone Advisors, Mark held several executive positions over a 17-year career in banking, including: Treasurer and Chief Financial Officer, Chief Operating Officer, and President of Wealth Management. Before his time with the banking industry, he worked for 8 years as an auditor and consultant for several national public accounting firms.
Jim Pyne is a benefit consultant and member of Conrad Siegel Actuaries’ health & welfare group. He provides benefit plan consulting (including medical, prescription drug, dental, vision, disability, life, paid-time-off, etc.) to private sector employers and other tax exempt organizations and associations. He also provides specialized expertise to employers on the impact of healthcare reform, including the Affordable Care Act (ACA) health care reporting requirements. Jim is also a member of the firm’s Health and Welfare Compliance Committee.
Jon Sapochak is a consulting actuary who specializes in group health and welfare benefit plan consulting (including medical, prescription drug, dental, vision, disability, life, paid-time-off, etc.) and works with school district trusts, private sector employers, tax-exempt organizations, large associations, and Taft-Hartley health and welfare trusts. He has special consulting expertise with school district health trusts, prescription drug benefit analysis and excess loss pricing and analysis. Jon is proficient in benefit and claims analysis, health and welfare plan design and funding, reserve and rate calculations, insurance company rate negotiations, and employee cost-sharing arrangements.
Todd Shill is a Principal at Pillar+Aught. Todd has 24 years of experience representing financial institutions and other employers in all aspects of employment law, including cases related to discrimination, wrongful discharge, the Family and Medical Leave Act, non-compete and breach of fiduciary duty injunctive relief cases, and wage and unemployment compensation. In doing so, he has also acted as lead litigation counsel for large national corporations such as AT&T, T-Mobile, and Securitas. Todd also has decades of experience representing companies and individuals in the entertainment and sports fields. He has represented many of our country’s most well-known film and TV production companies, actors, musicians, authors, and sports figures. He regularly negotiates contracts with production companies, publishers, entertainment groups, and networks including NBC/Universal, Bravo, TLC, and Simon & Schuster.
Janice Snyder is a Partner with over 17 years experience in public accounting. She spent 11 of those years at an international accounting firm. Janice has specialized in serving for-profit family owned and foreign-owned businesses (food manufacturing, distribution, and services), healthcare entities, and other nonprofit organizations in Pennsylvania and northern Maryland.
Janice leads the firm’s audit segment and assists clients with financial statement audits and reviews, employee benefit plan audits, implementation of new accounting pronouncements, accounting technical support and conclusions, acquisition/merger accounting, and internal controls evaluations. She has developed focused industry knowledge in serving food manufacturers and distributors, health care providers, and human services organizations.
Active in the community, Janice is a member of the American and Pennsylvania Institutes of Certified Public Accountants as well as the Healthcare Financial Management Association. She is President, past Treasurer, and Chair of the Executive Director Search Committee and the Personnel and Compensation Committee for the Ronald McDonald House Charities of Central Pennsylvania. In addition, Janice serves as Treasurer and Board Member of WITF, Inc; previous Chair of the Women’s Leadership Network of the United Way of the Capital Region; and Member of the Board of Directors for Tri-County OIC.
Mike Yeager is a 20+ year accounting software sales and executive with a BS degree in Business Administration with a concentration in accounting from Millersville University.
In the past 20 years Mike and Cargas have been recognized by Microsoft for sales and service excellence numerous times. Recently Cargas was named an Intacct Premier Partner and winner of the President’s Club award from Intacct.
Dean Zerbe is alliantgroup’s National Managing Director based in the firm’s Washington DC office. Prior to joining alliantgroup, Dean was Senior Counsel and Tax Counsel to the U.S. Senate Committee on Finance. He worked closely with then-Chairman and current Ranking Member of the Finance Committee, Senator Charles Grassley (R-IA), on tax legislation. During his tenure on the Finance Committee, Dean was intimately involved with nearly every major piece of tax legislation that was signed into law – including the 2001 and 2003 tax reconciliation bills, the JOBS bill in 2004 (corporate tax reform), and the Pension Protection Act. Dean is a frequent speaker and author on the outlook for short-term and long-term changes in tax policy as well as ways accounting firms can help their clients lower their tax bill. He holds an LL.M. in Taxation from NYU and a J.D. from George Mason University.