3100 | Virtual Training | Intermediate | Scheduled
OSCPA's Firm Management Summit - VIRTUAL
Thursday, October 28, 2021 8:30am - 4:25pm
Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.
Come learn with us at the OSCPA's Firm Management Summit - part of the OSCPA Summit Series.
New This Year: We have partnered with ACPEN to assemble a series of topics and national speakers at a price you'll love!
This virtual event is recommended for eight hours of CPE and will cover the following topics:
- Transforming Your CPA Firm
- Negotiating with Your Banker: Getting the Best Deal
- Improve Your Profit: Identifying Cost Cutting Opportunities
- IRS Ethics and Best Practices for Tax Professionals
- John L. Daly (view bio)
- James Giannantonio (view bio)
- Mark Hugh (view bio)
- Brian F. Tankersley (view bio)
CPAs interested in firm management
John L. Daly
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier, CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability, published by Wiley & Sons, Inc.
Jay Giannantonio, MS, CPA/CGMA, CIA, is a management consultant with over 30 years of experience specializing in finance transformation, internal audit, fraud, risk management, process improvement and Sarbanes-Oxley compliance issues. His professional experience includes long stays at PwC/Coopers & Lybrand, Verizon/Bell Atlantic and KPMG Consulting in a professional career that began in 1980. Most recently, he was Vice President – Internal Audit for a $1B commercial equipment rental and sales company. Jay lives in the Philadelphia area.
Mark Hugh is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He is the 2011- 2012 Board President of the Washington Society of Certified Public Accountants. He is also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.
Brian F. Tankersley
Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 25 years of professional experience, including accounting, auditing, technology, and education. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.