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Changing the Playbook: What Philadelphia CFOs are Planning Post COVID -19
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Changing the Playbook: What Philadelphia CFOs are Planning Post COVID -19 on Thursday, May 7, 2020 8 a.m. - 9:30 a.m.

5/7/2020
When: May 7, 2020
8:00 AM- 9:30 AM
Where: VIRTUAL PANEL DISCUSSION - you can register below
United States
Contact: Debbie Lindner
516.659.7640

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YOU CAN REGISTER FOR THE VIRTUAL PANEL DISCUSSION BELOW:

 

 

SEE CONFIRMATION EMAIL WITH INSTRUCTIONS ON JOINING THE VIRTUAL PANEL DISCUSSION


Program Description:

The pandemic has impacted all of us.  In Philadelphia, the market and buying economy has come to a halt.  What are you/ should you be considering in terms of restarting; how will organizations get back to “normal”?

Join us on Thursday, May 7th for Changing the Playbook: What Philadelphia CFO’s are Planning Post COVID -19.

Come hear from your peers as well as our Sponsors, your local resources for answers regarding cash flow, technology, legal and employee issues as organizations plan for going back to work.

Topics to be addressed include:

  • SBA; PPP; Main Street lending
  • Furloughs; unemployment; workplace safety
  • When we come back, how do we come back; Restarting and keeping employees safe
  • How will organizations go back to work; who can come back
  • How organizations are planning to deal with it; what accommodations need to be made

 


Speakers:

 

 

 

Ranga Bodla, Vice President, Field Engagement and Marketing, NetSuite

Andrew Cherry,Tax Managing Director, KPMG LLP

Joel Cohen, Managing Director, Stout 

Shannon Farmer, Partner, Ballard Spahr LLP

Jeffrey Mack, Executive Managing Director, Newmark Knight Frank

Jeffrey McGroarty, CFO, Annovis Bio

Amalie Mitchell, Area Managing Director, Accounting Principals, Parker & Lynch Consulting

Tamara Pawlichka, Senior Human Resource Consultant, Gallagher

Ross Reiter, Managing Director, KPMG LLP

Everett Roxbury, Account Executive, Adaptive Insights

Craig Scheuerle, Executive Managing Director, Newmark Knight Frank

Heidi Turley, COO & CFO, The Risk Management Association

 


Click here to learn more about CFO Leadership Council. 


Registration

 

Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program.

 

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.


More Information

For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Senior Marketing Director, Philadelphia Chapter at debbie@cfolc.com.


Cancellation Policy

If you would like to cancel your ticket or request a refund, please email debbie@cfolc.com. Refunds are available up to 24 hours prior to the program.


CPE Information

 

Instructional method: Group-Internet-Based
Recommended CPE Credits:  1.8 Credits in
Business Management & Organization
Experience Level: Basic

Prerequisites/advance preparation: None

 

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


About Our Speakers

 

Ranga Bodla, Vice President, Field Engagement and Marketing, NetSuite

 

Ranga has over 20 years of combined product management and marketing experience in the software technology industry. As the VP of Field and Industry GTM for NetSuite, Ranga Bodla is chartered with driving the overall strategy and go-to-market for success across all of NetSuite's industries including Wholesale Distribution, Manufacturing, Software, Services, Non-Profit, Advertising, Media and Publishing. 

Andrew Cherry,Tax Managing Director, KPMG LLP

Andy is a Managing Director in the Tax practice of KPMG’s Philadelphia office. He is also a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. He sits on the Board of Directors of the Philadelphia Alliance for Capital and Technology and the Board of Directors of the Philadelphia and Israel Chamber of Commerce. Moreover, he is Co-Chair of the Board of Directors of the Enterprise Center of West Philadelphia, serves the Board of Trustees of the Jewish Federation of Greater Philadelphia, and is a member of the Advisory Board to the School of Business Administration at Philadelphia University. Furthermore, he also serves as a judge in the University of Pennsylvania Wharton School Business Plan Competition and serves as a coach for emerging growth companies in the Dream It Program.


Professional and industry experience
Andy’s clients include early, middle and late stage growth companies that are backed with private equity and venture capital and middle market public and private companies. His experience includes advising clients on transactional tax planning for matters involving a broad range of corporate and partnership or limited liability company issues. He also assists his clients with their day to day federal income tax matters which include tax compliance, general corporate tax planning, tax accounting methods, counseling clients on the tax aspects of merger and acquisition transactions, and representing clients before the Internal Revenue Service at the examination and appeals level.


Joel Cohen, Managing Director, Stout

Joel Cohen is a Managing Director in the Dispute Consulting group. Mr. Cohen comes to the firm with over 18 years of experience in the dispute, forensic, and insolvency practice areas, most specifically focused in the financial services and asset management industries. His experience encompasses a number of significant cross-border insolvency and litigation matters, where he has served as financial advisor and consulting expert to fiduciaries, offshore liquidators, bankruptcy, and litigation trustees. He has assisted these clients in a variety of litigation consulting services, including asset tracing, fraud, Ponzi schemes, industry custom and practice for investment managers, and forensic analysis. Mr. Cohen has also led several internal investigations within the context of family office, investment advisors, and various corporate structures.

Before joining Stout, Mr. Cohen was a Managing Director at boutique financial advisory and consulting firm. Prior to that, he spent a number of years with a global financial advisory firm in its Dispute & Investigations group where he helped manage a team of CPAs, economists, attorneys, and finance professionals in executing a diverse array of complex engagements related to the various hedge fund/private equity fraud, insolvencies, and litigations that characterized the global financial crisis of 2008-09.

He was a leader in the disputes practice at a Big 4 accounting firm and senior vice president at a prominent investment bank in charge of internal investigations. Mr. Cohen has worked with premier law firms on accounting malpractice, business insurance disputes, fraud detection, and economic investigations.

Mr. Cohen has expertise in managing the expectations of various stakeholders involved in insolvency proceedings, liquidations, litigation settlements, and receiverships, namely in his capacity of assisting a board, trustee, receiver, or official liquidator with their duties, including U.S. and cross border considerations. He has extensive experience within the offshore world, regularly handling cases out of the Caribbean. 

Shannon Farmer, Partner, Ballard Spahr LLP

 

Shannon D. Farmer represents public and private employers in a broad range of labor and employment matters. She conducts collective bargaining negotiations and interest arbitrations, defends employers in all types of civil rights claims, and provides advice and training related to employment policies and other HR needs.

Areas of Focus

 

· Litigation

· Education

 

· Labor and Employment

· Manufacturing

 

· Health Care

 

 

Pro Bono Experience

Since 2004, Shannon serves as a child advocate for children who have been or have been adjudicated dependent through the Philadelphia Family Court. In addition, she has represented parents and other caregivers in child custody matters.

Shannon served on the team representing Daniel Dougherty, a former death-row inmate, since 2004. The team obtained a new trial in 2013 and another new trial in 2018.

Shannon assists several nonprofit organizations with their employment needs on a pro bono basis, including drafting employment policies, drafting agreements, providing training, and providing advice and support.

Judicial Clerkships

Hon. Raymond J. Broderick, U.S. District Court for the Eastern District of Pennsylvania, 1998-2000

Recognition & Accomplishments

The Best Lawyers in America, employment law - management, 2012-2020

Chambers USA, labor and employment law (Pennsylvania), 2009-2019

Benchmark Litigation, "Labor & Employment Star," Labor and Employment, 2019

Distinguished Advocate, Support Center for Child Advocates, 2017

Winner, 2013 International Law Office/Lexology Client Choice Award, for labor and employment in Pennsylvania, in recognition of law firm partners worldwide who provide excellent client care and quality of service

Recipient, Ballard Spahr's 2012 Alan J. Davis Award, for her pro bono work as leader of the Daniel Dougherty Capital Defense team

 

Jeffrey Mack, Executive Managing Director, Newmark Knight Frank

 

Jeffrey E. Mack is a senior leader in Newmark Knight Frank's Philadelphia operation. He has been a significant member of the commercial brokerage community in Philadelphia since 1979. He co-founded Smith Mack & Co. in 1984 and has continued to lease and sell more suburban office space than any other individual agent. He served as past chairman of the Philadelphia Board of Realtors, commercial and industrial division. Newmark Knight Frank (NKF) acquired Smith Mack & Co. in 2012.

Mr. Mack's select clients include SunGard, eBay - GSI Commerce, Reliance Standard Life, Johnson Matthey, Johnson & Johnson, Oppenheimer & Co., Day & Zimmermann, Kynetic, Bimbo Bakeries (Grupo Bimbo), LNR Partners, Vanguard, Main Line Health, Jefferson Health System, Pennoni Associates, Kensey Nash, Keystone Property Group, Equus Capital Partners, The Davis Companies, Liberty Property Trust, Prologis, and Brandywine Realty Trust.
Among his substantial tenant representation accomplishments, Mr. Mack has completed 85 transactions representing SunGard including the 150,000 SF Wayne, Pennsylvania Headquarters, 120,000 SF consolidation in New York City, and 127,300 SF consolidation in London. Multi-market transactions for SunGard include London, Frankfurt, Stockholm and U.S. locations Chicago, Philadelphia, Boston, Jacksonville and Jersey City. He has also completed over 1.3 million square feet in transactions representing Wyeth Laboratories, and 50,000 square feet for Pennoni Associates.

Mr. Mack's development site and investment sales includes Westlakes Office Park (56 acres), Bay Colony Executive Park (30 acres), Devon Square Office Complex (16 acres), 1000 Chesterbrook Blvd (173,036 SF), Wyeth Laboratories HQs (1.2M SF), Szeles Office Portfolio (460,486 SF), Croton Road Corporate Center (11.8 acres), Highview at Providence Corporate Center (175,000 SF), and Plymouth Corp. Center (16 acres), 300 Four Falls (300,000 SF), 400 W. Elm, Conshohocken (340,000 SF), The Merion Building (75,000 SF), CrossPoint at Valley Forge (272,360 SF), Devon Park Corporate Campus (290,185 SF) and APEX, Ft. Washington (400,000 SF).

Mr. Mack has been involved in the community as a past board member of the Committee of Seventy, Natural Lands Trust, The Baldwin School, Bryn Mawr Hospital Foundation and is a member of Squires Golf Club, The Everglades Club, Gulph Mills Golf Club, Overbrook Golf Club, and The Union League of Philadelphia.

Jeffrey McGroarty, Chief Financial Officer, Annovis Bio

Mr. McGroarty is a financial executive with experience in investor relations, working with analysts, creditors and financial institutions, planning and analysis, capital allocation, SEC communications and reporting, accounting, acquisitions and turnarounds.  He is experienced in effectively managing complex projects, building professional relations and developing staff.  Mr. McGroarty was previously employed as CFO of Safeguard Scientifics, Interim Controller at Cephalon, Inc., Vice President-Financial Planning and Analysis of Exide Technologies, Inc., and Senior Manager at PWC. Jeff’s MBA is from the Wharton School of Business.

Amalie Mitchell, Area Managing Director, Accounting Principals, Parker & Lynch Consulting

Amalie Mitchell oversees operations for Accounting Principals, Ajilon, Parker+Lynch and Special Counsel business lines in the Princeton, Philadelphia and Pittsburgh markets. In 2008, Amalie joined Accounting Principals and was named “Rookie of the Year”, as well as receiving our prestigious Champions Club. She started as a Business Development Manager, responsible for managing relationships with clients and recruiting qualified candidates at various levels. She was promoted to Managing Director in 2013 and then to Area Managing Director in 2017. She’s also involved with training on a national level and passionate about helping others grow in their career and learning while having fun.

 

Tamara Pawlichka, Senior Human Resource Consultant, Gallagher

Tamara Pawlichka is a Regional Sr. HR Consultant in our Human Resources and Compensation Consulting Practice and based in Radnor, PA (outside Philadelphia).  She has more than 25 years of HR, Treasury Operations, sales & consulting experience in the financial services, transportation and pharma industries.  Tamara has led strategic and tactical delivery of HR services and systems for complex, cross-functional programs as part of M&A, re-structuring, integration and change management initiatives.

Ross Reiter, Managing Director, KPMG LLP

Ross is a Managing Director in KPMG’s Business Tax Services practice.  Ross focuses on tax planning and tax consulting, with a specific concentration in accounting methods, credits and incentives, and fixed assets for all sized companies in a wide range of industries including pharmaceuticals, medical devices, manufacturing, software and technology, retail, paper, and chemicals.
 
In his role, Ross has responsibility in managing projects associated with:

Research tax credit 
Meals and entertainment
Lobbying
Expense recognition 
Revenue recognition 
Capitalization vs. current expensing 
Inventories (UNICAP, LIFO)
Depreciation and amortization
Fixed assets
Energy and sustainability credits

Ross is also the Pennsylvania Business Unit service line leader for Research Credit Services.

Other Activities

Instructor for KPMG’s Philadelphia local office training program.
Lead champion for KPMG’s recruiting efforts at Temple University’s Fox School of Business
Vice President of the Temple University Young Alumni Association

Everett Roxbury, Account Executive,  Workday Adaptive Planning

Everett is an Account Executive focused on planning, reporting, and analytics within the Mid-Atlantic region and is based out of the Washington, D.C. area. He has been assisting teams within the office of Finance for 15+ years by improving their processes, more control, and better performance across their entire organization. Everett also has experience managing FP&A which he contributed to for a couple of organizations years ago.


Heidi Turley, CPA, Chief Operating Officer and Chief Financial Officer at The Risk Management Association

Heidi joined RMA as CFO in April, 2015. Prior to joining RMA, Heidi served as CFO & Vice President – Operations of the Pennsylvania Institute of CPAs for over 15 years.

Heidi’s duties at RMA include the oversight of the financial, customer care, and production management teams. In this role, Heidi is charged with empowering teams to accomplish objectives, solve problems, and convey complex financial information to people at all levels. Heidi also has extensive experience managing projects related to implementation of new technologies, and is always seeking better ways to leverage technology within an organization.

Heidi received her bachelor’s degree in accounting from the University of Pittsburgh, and a master’s of business administration/technology management from the University of Phoenix. Her education is regularly supplemented by various continuing education courses. Heidi is a member of the American Institute of CPAs, Pennsylvania Institute of CPAs, American Society of Association Executives and the CFO Leadership Council. Heidi serves on the Board of Directors for the Easttown Library and is the Treasurer for the Easttown Library Foundation. In 2013, Heidi was selected by the Philadelphia Business Journal as a CFO of the Year Finalist – NonProfit category.

Additional speakers coming soon

 

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