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 or call Melissa Roberson, Marketing Manager with McKonly & Asbury, at (717) 972-5822.


Event Details

Thursday, September 21, 2017
8:30AM – 6:00PM

Hershey Lodge
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 or by calling Melissa Roberson at (717) 972-5822.


Click here for a printable version of the below agenda.

8:30AM-9:00AM – Registration and Breakfast
9:00AM-9:05AM – Welcome – McKonly & Asbury
9:05AM-10:20AM – Post-Election Legislative Update
10:20AM-10:30AM – Break
10:30AM-11:20AM – Will They Stay or Will They Go? Retaining Talent Today’s Business Environment
11:20AM-12:10PM – What is Business Intelligence and How Can it Help My Business?
12:10PM-1:00PM – Lunch
1:00PM-1:50PM – General Economy and Capital Markets Overview
1:50PM-2:40PM – The Latest in Healthcare Reform
2:40PM-2:50PM – Break
2:50PM-4:05PM – Technical Session – Part 1: The FASB Has Been Busy…Are You Prepared? Part 2: Where in the World is Tax Reform?
4:05PM-4:55PM – Employment Law Update
4:55PM-5:00PM – Closing Remarks
5:00PM-6:00PM – Reception

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:








Speakers’ Biographies
Daniel Fitzpatrick, President – Citizens Bank-PA/NJ/DE, Head of National Industry Verticals
Mark Heath, Partner – McKonly & Asbury
Pat Noel, President – Talent Development Solutions, LLC
Mark Pulaski, Principal – Cornerstone Advisors
Jim Pyne, Benefit Consultant – Conrad Siegel Actuaries
Jon Sapochak, Partner and Consulting Actuary – Conrad Siegel Actuaries
Todd Shill, Principal – Pillar+Aught
Janice Snyder, Partner – McKonly & Asbury
Mike Yeager, Vice President – Cargas
Dean Zerbe, former Senior Counsel to the U.S. Senate Finance Committee / Current National Managing Director – alliantgroup