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Navigating the New Work World: A 3-Part Series for CFOs - Part 1: Work From Anywhere?
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Navigating the New Work World: A 3-Part Series for CFOs - Part 1: Work From Anywhere?

Navigating the New Work World: A Three Part Series for CFOs Part 1: Work From Anywhere? Wednesday September 16, 2020 8:30 - 10:00AM

9/16/2020
When: Wednesday September 16, 2020
8:30-10:00 AM ET
Where: Virtual Discussion to take place on Zoom
United States
Contact: Debbie Lindner
516.659.7640
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As the financial stewards of their organizations, CFOs face unprecedented challenges caused by the headwinds of COVID. How do you address these challenges? Join The CFO Leadership Council as our members discuss what CFOs need to do as we face the new work world.

Led by CFOs for CFOs, Navigating the New Work World is a three-part series of peer to peer interactive and collaborative discussions which will focus on what CFOs need to know to successfully lead now and tomorrow.

Our series kicks off on Wednesday, September 16, 2020 with Part 1: “Work from Anywhere?”  Among the topics are Employee Relations (managing employees in the current state, engagement, motivation, and safety) and Tax Obligations: 5 Things to Know Now.

We will hear from our members who will share their experiences and challenges.

 

 

 

You will also hear expert advice from our Tax Partners:

 

 

 

Part 1 will be followed by a virtual watercooler conversation – Cocktails and Conversation  Wednesday, September 23rd at 5pm – 6pm - for a deeper dive into key elements selected by the program participants. Registration for this watercooler is now open, save your spot today!

Save the date for the rest of the Navigating the New Work World  series: 

  • Tuesday, October 20, 2020- Part 2: “Operating and Managing Successfully Through the Pandemic" Discussion topics include how to strip out or consider COVID when raising capital; presenting P&L and balance sheets; forecasting, and more.
  • Thursday, December 3, 2020- Part 3OOO; Over!”   Get the cliff notes on the tried and true tactics for getting back to the office.  Hear stories from the CFO’s and leaders who were in the trenches.  They will share the struggles (and successes) they faced so our attendees can resolve unforeseen issues that can arise as they head back to the office.

 About our Tax Partners:

Kenneth Bagner, Chair of Tax Practice, SobelCo

Ken Bagner is the Member of the Firm and Chair of the Tax Practice at SobelCo and is the consulting Partner of the Firm's Employee Benefit Plan Audit Group. He began his career with SobelCo in 1999 and over the years has served diverse niches including commercial real estate, waste management, manufacturing, construction, retail, wholesale, nonprofit organizations, and employee benefit plans. In addition, Ken also devotes half of his time to working with closely-held business owners as their trusted consultant, providing insights and guidance to help them achieve their goals. 

Clients value both Ken’s technical abilities and his “hands-on” approach to addressing the unique aspects of each client’s business as well as his ability to combine an expertise in mergers and acquisition, due diligence, accounting and tax to provide them with the business advice they need.  

Credentials and Professional Associations

  • Certified Public Accountant
  • A member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants
  • Chartered Global Management Accountant (CGMA)
  • Serves as the Board Trustee for the NJCPA Scholarship Fund
  • Serves on the Retirement Fund Committee and former member of the nominating committee of the New Jersey Society of Certified Public Accountants
  • Past member on the Board of Directors for the New Jersey Society of CPAs
  • Previous adjunct professor at Rutgers University (ranked seventh nationwide for their school of accounting) where he taught both taxation for the undergraduate level and the Certified Financial Planners Program

Community Involvement and Philanthropy

  • Contributing author of the 2019 and 2020 publications entitled, "Federal Tax Accounting," a CCH/Wolters Kluwer product
  • Member of the Board of Directors and Audit Chair of the Metropolitan YMCA of the Oranges
  • Monthly blogger for Plymouth Rock and guest blogger for CIANJ and other business entities
  • Content contributor for District Export Council (NJ DEC)
  • Sought after presenter at local programs and business groups on accounting, tax and consulting topics
  • Quoted by local and regional press including interviews with NJMoney Help, TAPinto, NJBIZ and ROI-NJ as well as Wall Street Journal and Forbes Magazine

Education

  • Bachelor of Science in Accounting, Montclair State University 
  • Masters in Taxation, Summa Cum Laude, Rutgers University
  • Member of the Beta Gamma Sigma, the highest honor society for collegiate schools of business

Robert W. Delgado, Principal-in-Charge, Compensation and Benefits Group, KPMG

Mr. Delgado is the Principal-in-Charge of the Compensation and Benefits Group for KPMG’s Washington National Tax Practice. The Compensation and Benefits Group is responsible for providing advice to KPMG professionals and clients regarding the federal taxation of a wide range of compensation and benefit matters, including qualified retirement plans and executive/management compensation arrangements such as equity, profits interest, nonqualified deferred compensation, employment, incentive, change in control, and severance arrangements.

Mr. Delgado also has extensive experience in transactional settings, having advised clients in connection with all types of transactions (mergers, asset and stock acquisitions, joint ventures, spin-offs, etc.), including pre-deal diligence, structuring, and post-deal transition matters. This experience includes reviewing arrangements for potential liabilities and tax compliance as well as quantifying and/or mitigating deduction timing and/or limitations (such as Section 280G Golden Parachutes).

Mr. Delgado served on the AICPA Employee Benefits Tax Technical Resources Panel, presents on compensation and benefit matters both internally and at professional conferences (ABA, TEI, NASPP, AICPA, etc.), and has authored or contributed to several articles for industry publications, including Tax Analyst, Tax Notes, BNA, and Corporate Business Taxation Monthly.

James Eaton, CPA/PFS, MBA, Principal, SC&H Group

James Eaton, a Principal on SC&H Group’s Tax team, has years of experience consulting clients on tax planning, annual compliance requirements, entity structuring, M&A consulting, and estate and trust planning.

With former regional and national experience, James has gained expertise and knowledge in the following industries:

  • Real Estate
  • Consulting
  • Business Planning
  • Professional Services
  • Technology

James works alongside clients’ internal accounting and finance staff as well as outside trusted advisors such as attorneys and investment advisors to develop comprehensive tax efficiency strategies. James provides services for clients including:

  • Planning and managing compliance for partnership and corporate tax returns in fields such as real estate, development, consulting, professional service, technology and other industries
  • Consulting and analysis of flow-through entity structuring and M&A activities
  • High net worth individual and family tax planning and compliance including business, individual, and foreign tax filings
  • Consulting with clients’ trusted advisors to develop tax efficient entity structuring, business continuity planning and inter-generational wealth transfer

Known throughout the Baltimore business community for public speaking on a variety of topics, James has spoken widely regarding Tax Reform, Year-end Tax Planning, the Affordable Care Act, and other topics.

James received his MBA at Salisbury University and his BBA in Accounting at Temple University.  He is a Certified Public Accountant (CPA), AICPA Personal Financial Planning Specialist (PFS), and Maryland Insurance Producer Licensee (life, health, credit, travel). Additionally, he is an active member of the AICPA and MACPA.

James has vast experience teaching as an adjunct professor at John Hopkins University and Towson University. This helped him develop qualities such as perseverance and diligence, that help him thrive in a customer – centered environment such as SC&H.

Outside of the office, James is the Treasurer of The Christ Lutheran Church Foundation in Baltimore, Maryland.  When James is not at work, he loves to read and has recently developed an interest in gardening.  If he handles that process like his interactions with clients, patient and nurturing, we know his garden will be a success!

Joan Vines, Managing Director – National Tax Office, Global Employer Services – Compensation & Benefits, BDO

Joan Vines is a managing director in BDO’s National Tax Office focusing on Compensation and Benefits. She has extensive experience in a wide variety of executive compensation, employee benefits, and qualified plan matters.

Throughout Joan’s career she has worked closely with taxable, flow through, and nonprofit organizations on a wide variety of tax matters connected to providing compensation and benefits to workers.

Her executive compensation experience includes matters on equity compensation and deferred compensation arrangements. She addresses both the plan design, document compliance and operational compliance with IRC sections 409A and 457(f) deferred compensation rule, with compensation limitations under IRC sections 162(m) and to avoid or comply with the excess compensation provisions of IRC section 280G golden parachute payments and IRC section 4960 excess compensation for tax exempt organizations.

Additionally, she has extensive experience in the technical review of compliance projects dealing with qualifications of retirement plans, nondiscrimination testing and annual reporting on Form 5500s, Annual Return/Report of Employee Benefit Plan and training personnel that deal with ERISA plans, including the various correction programs offered by the IRS and DOL. She works closely with the BDO audit teams to ensure plan testing and compliance requirements of ERISA, the Internal Revenue Code and the Department of Labor are satisfied.

Joan has followed the compensation and benefits provisions of legislation during her career and is a regular presenter at BDO client seminars, the annual AICPA National Compensation and Benefits Conference, and other conferences.

Professional Affiliations

American Institute of Certified Public Accountants

ERISA Lunch Group

Education

B.A. Accounting, Birmingham Southern College

Keith Winchester, Director, Andersen

Keith Winchester has over 20 years of experience including working with two Big Four firms and a Fortune 1000 company. Keith’s practice involves working with complex federal and state income tax issues, ASC 740 tax accounting, tax compliance and other tax consulting projects for publicly held, middle market and start-up entities. Keith is a commercial senior-level tax professional at Andersen with proficiencies in guiding businesses in tax planning, tax risk mitigation and tax department operational efficiencies.

Keith is a frequent speaker at seminars, webcasts and training programs.  His past speaking engagements have included:

  • ASC 740 Annual Tax Updates for 2012 – 2016
  • Navigating the IRS Transparency Initiatives
  • Uncertain Tax Positions
  • Tax Considerations under IFRS/US GAAP Convergence
  • Reducing Tax Audit Issues in State and Local Tax

Prior to Andersen, Keith worked as a Tax Director and Tax Practice Leader for Experis Finance; Tax Director, Tax Practice Leader and Senior Tax Manager for Deloitte; Senior Tax Manager for PwC; and Corporate Tax Director for Heilig-Meyers Corporation, a former fortune 1000 publicly traded company.  

Education

  • James Madison University, BBA (Accounting)
  • University of Maryland, MBA (Finance & Marketing)

Affiliations:

  • Licensed Commonwealth of Virginia CPAs
  • American Institute of CPAs
  • University of Virginia Parents Fund Executive Committee Member
  • James Madison University Duke Club Representative
  • Deloitte Richmond SEC Accounting Conference Annual Speaker
  • Tax Executive Institute of Central Virginia, Former Tax Technology Chair
  • International Mass Retailers Association, Former Board member
  • Junior Achievement of Central Virginia, Former Board member

Click here to learn more about CFO Leadership Council. 


Registration

To register for this program, simply click on the blue register button above. All Premium CFO Leadership Council members can attend this event for free.

 

Please note that a second Zoom registration will be necessary to complete registration with Zoom and obtain your unique Zoom log in details. Instructions for Zoom registration will follow the registration page on this site. 

 

Virtual and 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 for $65.

 

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,  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 Specialized Knowledge
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

 

 

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