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
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 3: “OOO; 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
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.
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:
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.
American Institute of Certified Public Accountants
ERISA Lunch Group
B.A. Accounting, Birmingham Southern College
Keith Winchester, Director,
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.
James Madison University, BBA (Accounting)
University of Maryland, MBA (Finance & Marketing)
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
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senior financial executives who are CFOs, Vice Presidents of Finance,
Directors of Finance and Controllers (or the like) are welcome to attend
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note that service providers or any executives who are not senior
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Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.8 Credits in Specialized Knowledge
Experience Level: Basic
Prerequisites/advance preparation: None
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