Collaborate 2013 Conference
McKonly & Asbury is pleased to present our Collaborate 2013 Conference! As part of our 40th year anniversary, this conference was developed with you in mind.
Highlights of our Collaborate 2013 Conference include:
- Keynote address focused on the state of the economy and tax legislation, delivered by alliantgroup’s experts, Dean Zerbe, former Senior Tax Counsel to the U.S. Senate Finance Committee, and Mark Everson, former IRS Commissioner
- State of PA Address from special guest, Lieutenant Governor Cawley
- Tax, audit, and accounting updates
- Industry experts including construction, manufacturing, nonprofit, and more
- 7 CPE credits
- Breakfast, lunch, and networking
- Reception after the day’s sessions featuring food, drinks, and a drawing with the opportunity to win some great prizes, including an iPad mini!
With a variety of topics and speakers planned, including a keynote address and group sessions, as well as breakout sessions for you to choose from, we believe you will get the information you need to elevate your business in 2013.
Thursday, June 6, 2013
8:00AM – 4:30PM with Reception Following
Best Western Premier Eden Resort & Suites
222 Eden Road, Lancaster, PA 17601
Get Driving Directions
Registration fee is $50. All registrations must be paid in advance either by check made out to McKonly & Asbury, or by credit card.
Refund Policy: Full refunds will be granted up until Friday, May 31. Cancellations after Friday, May 31 and ‘no shows’ will not be refunded. Substitutions are welcome, please notify us in advance.
To register, please click here for the registration form.
Limited space is still available, so register today!
Contact email@example.com or call Melissa Roberson at 717-972-5822 with any questions.
*Should you have any special dietary needs or restrictions, please let us know upon registration.
Click here for a printable version of the below agenda.
Description: This session will discuss pertinent changes in current Federal & State taxes and also explore the tax planning opportunities that exist within the current tax landscape. A panel discussion will follow to offer different perspectives on the unique opportunities and challenges that businesses and individuals face in the current tax environment.
Description: Hear directly from alliantgroup’s experts, Dean Zerbe, former Senior Tax Counsel to the U.S. Senate Finance Committee, and Mark Everson, former IRS Commissioner, about what’s really going on with critical legislation and developments from The Hill and the IRS. Now more than ever, businesses need timely information to help them plan for the future. These insiders share the outlook for short- and long-term changes in tax policy and regulations, budget issues, and other legislation impacting businesses. Learn steps you can take now to position you and your clients for success!
Description: This session will focus on the trends impacting small, middle-market, and family-owned businesses.
Option A-1: Construction Training in the Current Economy
Speaker(s): Daniel Wagner, Managing Director of Workforce Training at Harrisburg Area Community College (HACC)
Description: This session will focus on the opportunities that HACC – Central Pennsylvania’s Community College can provide for construction skills training. Emphasis will also be given to upskilling current employees and how the current trends in Energy and Green provide opportunities for enhancing skills.
Option A-2: Making Your LEAN Transformation a Success
Speaker(s): Dave Freimuth and Mark Robertson, Lean Development Managers with MANTEC
Description: LEAN is all about people, operations, and a focus on continuous improvement. This session will focus on the concepts of LEAN and how it can transform a business through discussion of a real business case scenario.
Option A-3: IT Security: The Importance of IT
Speaker(s): Samuel BowerCraft, Senior Manager with McKonly & Asbury and Paul Hample, Vice President of Citizens Bank Treasury Solutions with RBS Citizens
Description: There isn’t a business today that does not rely on technology for operations, finance, communication or more. Join this session to learn more about why securing this asset is vital to an organization’s success, and how to further develop your IT protection strategy.
Option B-1: Managing Disagreements with OSHA
Speaker(s): Joseph Heller, Horst Safety Specialist with HORST Construction
Description: A brief overview of the OSH Act, the OSHA inspection process, and the Occupational Safety and Health Review Commission will be provided. Following that, the source of disagreements with OSHA will be examined and a range of management options reviewed. Opportunities for participants to share their experiences with formal contests of OSHA allegations will be invited and shared subject to time allowances.
Option B-2: Boosting Top-Line Growth through Marketing and Sales Alignment
Speaker(s): Jennifer Peterson, President and Managing Partner of Wavelength Marketing, LLC
Description: When companies improve integration between sales and marketing efforts, they realize increased market share and often, profitability. Integrated sales and marketing efforts improve the customer experience and directly impact top-line growth. Customer acquisition and customer retention efforts are dramatically improved. Team integration ensures a seamless, consistent, and compelling customer brand experience, helps overcome buying objections, and provides a clear point of differentiation from competitive offerings.
This session discusses the importance of aligning sales and marketing, the benefits, and some strategies to achieve integration. Collaboration strategies, timing, messaging, the use of technology are among the topics covered in this session. Objectives include: 1) Understanding of the importance of aligning sales and marketing efforts and the impact on top-line growth. C-Level buy-in is critical for enterprise-wide success. 2) Strategies for integrating teams that are used to working separately and may be resistant. 3) Discussion of customer acquisition and customer retention strategies within the context of the topic.
Option B-3: Health Care Reform Update
Speaker(s): Mary Jane Boyle, Sales Executive for ADP’s Baltimore Division and Kent Evans, Vice President/Human Capital Consultant with Willis of Delaware, Inc.
Description: This session will cover recent updates on Health Care Reform and specifically the impact that these updates have on small businesses.
Speaker(s): Deborah Rohrer, Executive Director of Leadership Lancaster
Description: Do you serve as a board member for a nonprofit organization? Do you understand your role and responsibilities? This session will help you to understand the legal and ethical responsibilities of Boards of Directors to enable you to be more effective in your governance role.
During the day, you will have the chance to earn entries for our drawing! Every attendee will receive an entry for attending. You can also earn additional entries by tweeting during the day using the hashtag #collaborate2013, by asking questions during Q&A sessions, and other ways! You must be present at the time of the drawing to win.
Thank you to our sponsors. Their support is critical to the success of this event.
Samuel BowerCraft is a Senior Manager in the Risk Management Services Group at McKonly & Asbury. He provides clients with services that focus on security related to financial data, information systems, and assets. His experience within the business and technology industry includes strategic oversight and planning; management; operations and installation of technical infrastructure; software; and systems.
Further, Sam leverages his business and engineering education to perform data analytics for companies to provide business intelligence by identifying trends, outliers, and other notable exceptions that can provide clients with insight into patterns relevant to their success, including the identification of fraud indicators.
Sam obtained a Master’s degree in Information Systems (MSIS) from the Pennsylvania State University, as well as Bachelor of Science degree in Chemical Engineering from the University of Pittsburgh. He is also a Certified Information Systems Auditor (CISA).
Mary Jane Boyle has worked with ADP for over 7 years and is a Sales Executive for ADP’s Baltimore Division. Mary Jane works with CPAs exclusively to assess clients’ process to better manage payroll and to evaluate benefits and risk strategies and enable them to compare more effectively in the marketplace.
Lieutenant Governor Jim Cawley was inaugurated as the 32nd Lieutenant Governor of the Commonwealth of Pennsylvania on January 18th, 2011. He has worked side-by-side with Governor Tom Corbett to deliver on their promises to restore fiscal discipline in Harrisburg and create jobs for Pennsylvanians.
In 2011, Governor Corbett appointed Lieutenant Governor Cawley to chair the Marcellus Shale Advisory Commission, which for the first time brought together representatives from the natural gas industry, environmental advocacy groups, academia and state and local government. The panel unanimously approved 96 recommendations to the Governor for the responsible development of natural gas in Pennsylvania. These recommendations became the basis for the historic, comprehensive law known as Act 13 of 2012.
In March of 2012, Lieutenant Governor Cawley won national recognition for his work on Marcellus Shale when he received the 2012 Public Leadership in Energy and Environmental Stewardship Award from General Electric in partnership with the National Lieutenant Governors Association (NLGA).
Following the devastating floods from Hurricane Irene and Tropical Storm Lee in 2011, the Governor asked Lieutenant Governor Cawley to lead the disaster recovery task force. He brought together several state agencies and coordinated response efforts between the federal, state and local emergency management agencies in 20 different counties. The state’s fast and comprehensive response to the flood earned praise from the Federal Emergency Management Agency.
In September of 2012, Governor Corbett established the Military Community Protection Commission to advocate for Pennsylvania’s military installations and the important role they play in the state economy and national security. Lieutenant Governor Cawley chairs the commission, which will monitor federal activities that impact these bases and the jobs they represent.
As Lieutenant Governor, he also serves as the President of the Senate, oversees the Board of Pardons and chairs the Governor’s Local Government Advisory Committee.
In 2005, Lieutenant Governor Cawley was appointed to the Bucks County Board of Commissioners. In 2007, he was elected to a full term as commissioner. During his tenure, Lieutenant Governor Cawley held the line on property taxes for five consecutive years, increased the county’s bond rating to its highest level ever, and cut the cost of government.
As a County Commissioner, Lieutenant Governor Cawley worked to provide assistance to expand the Bucks County Community College, open a state-of-the-art, 9-1-1 call center, and built a new training facility for volunteer firefighters. He also helped to form the Economic Development Advisory Board to strengthen business initiatives, implementation and marketing in the county to help create jobs.
Prior to his election as County Commissioner, Lieutenant Governor Cawley earned first-hand experience in the legislative process serving as Chief of Staff to State Senator Tommy Tomlinson. He also served on the board of the Bristol School District, where he voted against tax increases while ensuring quality public education for the students.
Lieutenant Governor Cawley has been active in charitable and civic affairs. He served on the board of directors for Lower Bucks Hospital and as a trustee of Bucks County Community College. He serves as the Governor’s representative on the Temple University Board of Trustees.
A graduate of Bishop Egan High School, Lieutenant Governor Cawley graduated cum laude from Temple University’s College of Arts and Sciences with a Bachelor of Arts in Political Science. He received a law degree from Temple University School of Law.
The Honorable Mark Everson is the Vice Chairman of alliantgroup, who formerly served as Commissioner of Internal Revenue from 2003 until 2007. Prior to joining the IRS, he held other posts in the George W. Bush administration as Deputy Director for Management for the Office of Management and Budget (OMB) and Controller of the Office of Federal Financial Management.
Mark also served in the Ronald Reagan administration from 1982 until 1988 holding several positions at the United States Information Agency and the Department of Justice, where he was deputy commissioner of the Immigration and Naturalization Service. While at INS, he oversaw implementation of the Immigration Reform and Control Act of 1986, landmark legislation providing for sanctions against employers hiring illegal immigrants and granting amnesty to qualifying illegal immigrants. In the private sector, Mark served as Group Vice President of Finance at SC International Services, Inc., a $2 billion food services company, and as an executive with the Pechiney Group, one of France’s largest industrial Groups.
Mark joined the cabinet of Indiana Governor Mitch Daniels in January of 2009, first as the Department of Administration Commissioner. He served as the Commissioner of the Department of Workforce Development from May 2010 until May of 2012.
Mark has been working with alliantgroup since 2009, helping CPAs and businesses better understand tax incentives and giving insights on compliance with the IRS. He regularly hosts alliantgroup webinars on tax issues, moderates roundtable discussions with clients and current IRS officials, and appears at industry conferences on behalf of the firm to speak on the latest legislative updates.
Dave Freimuth joined MANTEC in 2007 and has over 17 years of experience with several companies and a very diverse background, most of which focused on process improvement. He received his Lean training from the University of Kentucky directly relating to the Toyota Production System. He has applied these skills in various leadership roles for 13 years at Harley-Davidson, Inc., and as Chief Operating Officer for a small company. Dave also worked at Case New Holland for two years. Dave’s formal education includes Master’s degrees from Penn State in Business Administration and Engineering, and a Bachelor’s degree from the University of Delaware in Mechanical Engineering. He also has specialized training in financial analysis and business valuation and is a registered Professional Engineer. As a result of his experience and community service, Dave was a recipient of the Central Penn Business Journal’s Forty Under 40 award.
Joseph Heller has been the Horst Safety Specialist since 1985. Prior to that he was a high school biology teacher and labored on construction projects in the summer.
Joe took industrial safety courses as a graduate student at Millersville University and began applying principles of safety science in construction field operations while working as a carpenter, crew leader, and tool manager. He also attended the OSHA Training Center is Des Plains, Illinois and a variety of safety courses available locally.
Joe’s EMF average since 1992 is 0.676 and has been below 1 every year but one.
Daniel Matarrese joined McKonly & Asbury in 2005. He is a manager in the firm’s Tax Department and currently co-leads the firm’s Private Client Services Group. Along with other members of the PCS team, Dan helps families protect, enhance, and transfer their wealth to the next generation.
Dan is a graduate of Messiah College, where he earned a Bachelor of Science Degree in Accounting. In addition to being a Certified Public Accountant, he is also a Certified Estate Advisor. Dan is also a member of both the American and Pennsylvania Institutes of Certified Public Accountants.
Proactive account management, winning strategies. Jennifer Peterson is a marketing strategist who helps clients drive top-line growth. Her strategies are customer centric and she excels at aligning a company’s value proposition with the “end user’s” key areas of need. She has a proven track record of crafting marketing strategies that result in measurable sales increases.
Jennifer co-founded Wavelength in 2003 with the vision of providing agency solutions that meet client needs, rather than building a portfolio or driving billable hours. She began her B2B marketing experience as an Account Executive at Godfrey in Lancaster, PA.
Jennifer has helped start-up companies gain market share, and Fortune 100 companies grow to even greater heights. Jennifer recently assisted leading Chinese HVAC equipment manufacturer, Midea Group, with their U.S. market entry. She created their brand positioning and advised them on market-entry best practices in the early, most critical days of their new venture. Her experience includes but is not limited to Midea Group, Fujitsu General America, GE Fanuc, JLG Industries and Gradall.
Jennifer attributes the success of the agency to providing services that are not only relevant, but reflective of market dynamics. She recently created the Agency’s B2B Sales Support Mobile App which improves alignment between sales and marketing efforts and supports customer acquisition and account penetration activities.
Jennifer graduated from Dickinson College with degrees in History and English. She is an active advocate for foster children. She was recently sworn in as a York County Court Appointed Special Advocate for Children.
Jennifer is also the Communications Director for the Friends of PA Senator Mike Brubaker.
Mark Robertson joined MANTEC in 2005 and has over 30 years of experience in manufacturing and consulting at various US and international locations. His manufacturing career focused on process improvement and new product development. Mark’s training in Lean came from various consulting firms and in the Manufacturing Extension Partnership system while at MANTEC. He has applied these skills at multiple sites in various roles with the DuPont Company and Berg Electronics. Mark’s formal education includes an MBA from York College and a Bachelor’s degree in Electrical Engineering from the University of Memphis. He has specialized training in Stage – Gate for new product development and is a registered Professional Engineer.
Deborah Rohrer is the Executive Director of Leadership Lancaster. She joined the organization in 2007. Deb has more than 15 years’ experience in nonprofit organizations; she has held positions with several non profit organizations including United Way of Lancaster County and the Central PA Chapter of the March of Dimes.
Deb graduated from Millersville University with a BA in Government and earned her Masters’ Degree in Organizational Development and Leadership from Philadelphia College of Osteopathic Medicine.
Deb has served on several boards of directors, including ASSETS Lancaster and Power Packs Project. She is a member of the NonProfit Resource Network’s Advisory Group. She was named a John Baldwin Fellow in 2012 by the Lancaster County Community Foundation.
Daniel Wagner is currently the Managing Director of Workforce Training for HACC – Central Pennsylvania’s Community College. He is a Professional Engineer with a BS in Mechanical Engineering from Penn State. Dan has worked in industry as a mechanical engineer for 31 years, with 18 years as the owner of LND CAD Services – a mechanical engineering design and consulting business. He has also taught various courses for HACC for over 15 years – both in credit classes and in workforce development. In 2009, Dan served as the chair of the Technology Department at HACC, and since 2010 has been full time as the Director of Manufacturing and Green Technology at HACC and the Managing Director for Workforce Training.
Jill Sebest Welch is a partner at Barley Snyder and represents employers in all aspects of labor and employment including employment discrimination, employee benefits, employment contracts, wage and hour claims, Sarbanes-Oxley and whistleblower claims, and labor management relations. She has represented clients before administrative tribunals and state and federal courts.
Jill also counsels employers on employment policies, handbook provisions and non-compete and severance agreements. Jill is licensed in both Pennsylvania and New Jersey and previously worked as a law clerk to the Honorable Thomas L. Ambro, United States Court of Appeals for the Third Circuit. Jill is a graduate of Wittenberg University and Rutgers University School of Law.
Dean Zerbe is National Managing Director for alliantgroup and is based out of alliantgroup’s Washington D.C. office. In this role, Dean is responsible for, among other things, monitoring tax-related legislative activity in Washington to help keep our clients and staff informed and help direct alliantgroup’s service offerings to ensure we are meeting client needs.
Prior to joining alliantgroup in February 2008, Dean was Senior Counsel and Tax Counsel to the U.S. Senate Committee on Finance, where he worked closely with the Chairman (and currently Ranking Member) of the Finance Committee, Senator Charles Grassley (R-IA) on tax legislation. During his time on the Finance Committee, Dean was intimately involved with almost every major piece of tax legislation that was signed into law – including the 2001 and 2003 tax reconciliation bills (representing two of the largest tax cuts in the nation’s history); the JOBS bill in 2004 (corporate tax reform); and, the Pension Protection Act.