AICPA Global Manufacturing Conference

Baltimore, MD

Sep 11 - 13, 2017


AICPA Global Manufacturing Conference

Growth in a Sea of Change

Uncertainty. It's not a preferred state for any organization, but it's certainly the reality we face. When there are so many variables in play, the best counter to uncertainty is preparation. Preparation in response to major marketplace trends, competitors' strategies and economic trajectories.

The AICPA Global Manufacturing Conference provides an in-depth review of all these factors and more, so you can prepare and adjust to protect your company, strategy and bottom line.

Attend Online
Attend the AICPA Global Manufacturing Conference virtually.

Who Should Attend

This Conference is designed for a global operations and a finance audience, including manufacturing companies with global operations and firms that support manufacturing companies.

  • C-suite leaders of global manufacturing companies and firms that support manufacturing companies
  • CPAs who work in manufacturing-oriented business and industry and CPAs in public accounting who serve these companies
  • Industry leaders with global operations or plans to develop a global network
  • Attorneys, bankers and finance/insurance specialists
  • Senior Analysts, Industry Leaders

Optional Pre-Conference Workshops

Click View Pricing/Register Now above to choose your options.

Workshop Title Date Time CPE Credits
Strategy Execution Using 4DX Principles September 11 8:00 AM - 11:10 AM 4.5
Moving Beyond Budgeting to Live Future Ready September 11 11:10 AM - 12:00 PM 1

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CGMA Members Save an Additional $50

To receive the discount, you must be signed in as a registered user on this site. The discount will be automatically applied during checkout. Questions? contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Quantity Discounts Available

Registering multiple participants?

Group-rate discounts offer maximum savings for firms with multiple registrants. Contact an AICPA representative to book your group registration at 888.777.7077 M-F, 9am-6pm ET.


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Fields of Study: A, BMO, ECO, F, IT, MS, P/HR, PD, SK, T

MONDAY, September 11
8:00 AM - 6:00 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

8:00 AM - 11:10 AM


101. Strategy execution using 4DX principles - [PD]
Speaker: James Wood, Sr. Leadership Consultant, FranklinCovey

Strategic execution using principles of the 4 Disciplines of Execution coupled with the basics of the neuroscience of performance and leadership.

Learning Objectives:

  • Learn mindset, skillsets, and toolsets for delivering on your highest priorities
  • Review principles of brain-based performance skills of focus, leverage, engagement, and accountability
11:10 AM - 12:00 PM


102. Moving Beyond Budgeting to Live Future Ready - [F]
Speaker: Steve Player, CPA, CGMA, Director, Live Future Ready

This workshop explores why many organizations have a high level of frustration in their current budgeting practices and why attempts to do 'better budgeting' will ultimately fail. Even more importantly it will show you how you can change your planning processes to truly help your organization become Future Ready. Even better, we will show you how many companies are using these practices to achieve better results.

Attendees will:

  • See how to evaluate the purposes of their current budgeting practices and examine the critical design flaws that create frustration and disappointment
  • Review the 12 Beyond Budgeting principles that provide better ways to achieve your planning objectives
  • Explore the case examples of manufacturing companies like HOLT CAT and Unilever who have successfully applied these principles
12:00 PM - 1:00 PM

Lunch on Your Own

1:00 PM - 1:10 PM

Welcome & Introduction

1:10 PM - 2:00 PM


1. Manufacturing the Future: Challenges and Opportunities - [SK]
Speaker: Kenneth Voytek, Chief Economist and Manager of Manufacturing Research and Program Evaluation, NIST MEP

Manufacturers throughout the United States are facing new challenges as well as growth and expansion opportunities. Given the manufacturing industry’s significant role in providing both direct and indirect jobs and wages, how firms react to these conditions is critical not only to the companies themselves, but to our nation.

This session focuses on current national manufacturing trends, challenges, and opportunities, with a particularly emphasis on implications for smaller manufacturers, defined as those with fewer than 500 employees. These small manufacturers account for a majority manufacturing activity.

Attendees will discover the macro- and micro manufacturing trends and explore what they suggest for policies, practices and strategies that can help accelerate manufacturing growth across the nation. Internal manufacturing finance professionals, accounting and finance practitioners and manufacturing firm advisors will learn how to help companies minimize the impact of challenges, maximize opportunities for growth and enhance overall competitiveness and resiliency.

2:00 PM - 2:15 PM

Change Sessions

2:10 PM - 3:25 PM


2. Robotic Process Automation and Digitial Controllership - [SK
Tom Densevich, Senior Manager - Digital Controllership, Deloitte and Touche LLP

This session is an overview of Robotic Process Automation (RPA) and what it means for you and your organization.

Learning Objectives:

  • Digital Controllership Landscape
  • What is Robotic Process Automation
  • Understanding an inventory of where robotics is used today and where it could be used
  • Security and change management over scheduling robot jobs
  • What is the role of controllership with the governance over the life of a robot

3. Communicating with your Management Team & Board - [SK]
Dave Glennon, CPA, Partner, Director of Manufacturing & Distribution, Eide Bailly LLP
Jon Ault, Senior Manager, Technology Consulting, Eide Bailly LLP

Today’s environment of metrics, analytics, and complex reporting tools can become overwhelming. Discover what successful, forward-thinking organizations are doing today and distinguish between manufacturing and manufacturing with intelligence. Review the roadmap to true manufacturing intelligence, including how to effectively communicate information to other members of management and a Board of Directors.

Learning objectives:

  • Examples of tools used by successful companies to relay appropriate information throughout the organization
  • Explore technology tools that can assist in effective periodic reporting
  • Learn how data analytics can improve your business decision making
  • Make better and faster decisions by making your data more accessible
  • Explore how organizations can use data analytics tools to become a truly “data driven” organization
3:25 PM - 3:45 PM

Refreshment Break & Vendor Display

3:45 PM - 5:00 PM


4. Culture, Mindset, & Adversity Tolerance: 3 Keys to Optimizing Performance - [PD]
Speaker: Eric G. Potterat, PFS, High Performance Psychologist, Jumpline High Performance, LLC

Whether it's the battlefield, the sport field or the boardroom, being able to perform under pressure is the key to success. I have been in charge of individual and organizational resilience and have focused my career on better understanding the unique characteristics of elite performers (professional athletes, NASA, Fortune 500 executives, olympians, elite military members, etc.) AND how to operationalize those characteristics and traits in individuals and organizations. Years of working with and researching these elite performers has allowed me to better understand the science of mental toughness and how many of the same techniques that make elite performers amazingly successful are 100% teachable. Thus, I now help individuals and organizations better focus on more effective teamwork principles, performing better under pressure, and the development, maintenance and enhancement of resilience--and most importantly, individual self-care in order to perform optimally at one's high-stress job. Bottom line: mental toughness, individual and organizational resilience, and performing better under pressure are all teachable/learnable skills. This session will introduce a mixture of techniques and mindset principles which allow individuals and organizations to thrive and excel in the face of pressure.

5:00 PM - 6:00 PM

Networking Reception

TUESDAY, September 12
7:00 AM - 6:00 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


201. Workforce 4.0 – “Making” not “Buying” your workforce for the Fourth Industrial Revolution - [P/HR]
Speaker: Tim Heaton, President, Colorado Advanced Manufacturing Alliance (CAMA)

Attend this session to learn the Importance of experiential learning to build the future workforce. In March 2017, a national news syndicate published a story, “Add one robot on the manufacturing line, watch five jobs go poof.” At the same time, there were more than 364,000 open positions in manufacturing across the United States. Robots aren't the problem! The problem is an antiquated education and workforce development process. Advanced manufacturing is more than automation and process improvements. It understands that manufacturers must make their workforce. The predatory practice of buying your workforce from your fellow manufacturers through higher wages and benefits is inflationary and not good for the industry. Making, not buying, your workforce recognizes that we can no longer afford to train our workforce twice: Teaching theory in the classroom and teaching practice on the shop floor.

Colorado has launched an innovative approach that combines theory and practice as early as the 10th grade. The result is an educated workforce that meets the needs of participating companies. In today’s world economy, where skilled workers are the new international currency, manufacturers can’t afford not to advance their workforce development process.

8:00 AM - 9:15 AM


5. Economic Outlook - [ECO]
Speaker: Joe Brusuelas, Chief Economist, RSM US LLP

Focus on macro-outlook for U.S. based, global manufacturers. Session will include foreign developments & impact on U.S. Manufacturing such as Brexit, Europe, China, etc.

Session will touch on impact of new U.S. presidency, as well as educate and inform about economic trends.

9:15 AM - 9:25 AM

Change Sessions

9:25 AM - 10:40 AM


6. Impact of new President Policies to Manufacturers - [SK]
Speaker: Joe Brusuelas, Chief Economist, RSM US LLP

This session will take a deeper dive into the impact of new policies, including monetary, economic, spending policies, and immigration. The session will educate and inform participants about economic trends.

7. Trends in Controlling Employee Benefit Cost/Latest Trends in Heath Care Costs - [BMO]
Speaker: Steve Reidl, FSA, MAAA, Senior Consulting Actuary, Willis Towers Watson

Employers are beset by rising health care costs amidst an increasingly competitive war for talent. Discover the creative approaches they are employing to address these conflicting demands.

Discussion will include:

  • How employers are addressing rising health care cost trends without simply shifting additional costs to the backs of employees
  • The current state of health care reform and anticipated changes in light of the current political environment
  • A discussion of the pros and cons of both the private and public exchange markets
10:40 AM - 11:10 AM

Refreshment Break & Vendor Display

11:10 AM - 12:25 PM


8. Manufacturers New to e-Commerce - [SK]
Carl Apel, CPA, CGMA, MBA, Self-Employed
Bryan Hiles, CPA, Director of Finance, The J.M. Smucker Company
Mick Armstrong, CPA, CFO, Micro 100 Tool Corporation
Hillary Parker, CPA, Principal, Clark Nuber P.S.

You have heard that e-commerce can significantly streamline order processing and invoicing or you have a large customer who has required you to adopt EDI. You are wondering if you could grow your sales by adding on-line sales capabilities to your website. The panel will discuss the challenges facing manufacturers as they embark on their e-commerce initiative including product pricing variables, transaction consistency, error resolution, shipping confirmations and more, including doing business with Amazon.

Learning objectives:

  • Understanding the implications of e-commerce
  • Avoiding common pittfalls upon implementation of e-commerce

9. Filling Skilled Labor Need in a Changing Global Labor Environment - [P/HR]
Karl Ahlrichs, SHRM-SCP, Senior Consultant, Gregory & Appel

Good news/bad news. The economy has improved and many manufacturing organizations are hiring more carefully, but most are fighting a global talent shortage for skilled employees. In this entertaining and fast paced session, Karl Ahlrichs will share “next practices” that you can immediately use to source, screen and retain skilled employees in your organization, everywhere in the world. Karl has broad experience in recruiting, selection and retention of high performing finance and accounting work teams, and has collected recent examples of what works and what falls short in manufacturing.

Topics to be covered include: New methods for sourcing and screening the modern manufacturing workforce, applying LEAN theory from the manufacturing floor to the talent issues, the new definition of “High Performing” talent, how generational and diversity issues will change how we work, and why sustainability is so important.

12:25 PM - 1:30 PM


1:30 PM - 2:45 PM


10. Data Analytics as a Competitive Differentiator in Manufacturing - [BMO]
Speaker: Mike Tagtow, Director - Business Development, EKS&H

Manufacturing is an industry with many moving parts: human resources, raw materials, capital investments, logistics—not to mention ever-changing customer demands. Data gets created at every turn, but it often stays in silos, limiting its utility. With Tableau, you can quickly blend and link similar data to gain decisive results in seconds—compared to hours or days with programming-intensive methods. Use what you learn to improve process efficiency, centralize production monitoring, better serve your customers, and turn real-time data into just-in-time insights.

Learning Objectives:

  • See and understand the benefits of data visualization to help in making decisions in manufacturing.
  • Understand the process in moving to a data-driven manufacturing organization.

11. Supply Chain - Sourcing - [BMO]
Speaker: Brian Gorshon

2:45 PM - 3:05 PM

Refreshment Break & Vendor Display

3:05 PM - 3:55 PM


12. Fraud in the Supply Chain: Leverage Data and Forensic Accounting to Minimize its Effects - [MS]
Speakers: Vito Giovingo, CPA, CGMA, Senior Manager, Deloitte Advisory
Katie Hausfeld, JD, Associate, DLA Piper LLP

For many companies, the supply chain represents both the largest source of cash outflows and interaction with outside business entities, so it can harbor many fraud, waste, and abuse related risks. How can you leverage data analytics and forensic accounting to combat these risks?

Learning Objectives:

  • develop tailored criteria-based processes to help evaluate the relative risk value of your vendor relationships.
  • detect and mitigate potentially costly risks, while also identifying opportunities to boost the organization’s bottom line.

13. The Changing Tax Landscape - [T]
Speaker: John Gimigliano, LL.M. (Taxation), Principal, KPMG

Understanding the prospects and contours of tax reform in 2017.

Learning Objectives:

  • understand the tax reform process
  • understand the main tax reform proposals
3:55 PM - 4:05 PM

Change Sessions

4:05 PM - 5:20 PM


14. Current Cybersecurity Trends, Threats and How to Respond - [IT]
Speaker: Jeff Witmyer, Senior Manager - Cyber Risk, Grant Thornton LLP

Discuss recent cyber-attacks and explore the tactics, techniques and procedures currently being used by attackers. Identify trending cyber solutions and hot topics that can help you to securely grow your business and adapt quickly to support business imperatives. Discuss effective ways to assess the current state of your organization’s cyber risk management program and strategies to achieve your desired target maturity level.

Learning Objectives:

  • Gain an understanding of current cyber threats and risks, including those specific to the manufacturing industry
  • Identify approaches to evaluate the current state of your cybersecurity program
  • Identify cybersecurity frameworks and understand strategies to advance your organization’s cybersecurity posture
5:20 PM - 6:30 PM

Networking Reception

WEDNESDAY, September 13
7:00 AM - 12:45 PM

Registration & Message Center Open

7:00 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


202. Solution Session TBD

8:00 AM - 9:15 AM


15. City Garage: Economic Impact through Entrepreneurship - [SK]
Speaker: Demian Costa, Managing Partner, Sagamore Ventures.

Demian Costa is Managing Partner at Sagamore Ventures – the venture capital arm of Plank Industries, the privately-held company of Kevin Plank – CEO & Founder of Under Armour. In this session, Demian will discuss Sagamore Ventures’ goals of promoting economic development, improving the skilled labor force and building wealth in their community through investment and strategic partnerships.

9:15 AM - 9:25 AM

Change Sessions

9:25 AM - 10:40 AM


16. Navigating Global Trade - [SK]
Speaker: Damon Pike, JD, President, Global Trade Strategies, Inc.

This presentation will focus on the new realities of "Trump 'N Trade" as a new U.S. Administration presses forward with trade initiatives that, in some aspects, are a radical departure from previous Administrations. From the impending re-negotiation of NAFTA to the Executive Order directing highly increased enforcement of U.S. Customs and trade laws, any company that imports or exports merchandise will not want to miss this session.

Attendees should be able to walk away with a basic understanding of the technical issues surrounding global trade compliance and planning, such as tariff classification under the Harmonized System and customs valuation under the WTO Valuation Agreement.

17. A&A Update - [A]
Speaker: Lakshmi Kant Garg, Chartered Accountant, Senior Manager, Deloitte & Touche LLP

This session will cover a revenue recognition (ASC 606) update.

Learning Objectives:

  • Understand the requirements of ASC 606, Revenue recognition and its implications for the manufacturing companies
  • Understand the approach to implement the new standard
  • Understand the leading practices, and policy elections adopted by the companies
10:40 AM - 11:10 AM

Refreshment Break & Vendor Display

11:10 AM - 12:00 PM


18. The new rules for leading today’s workforce - [P/HR]
Speaker: Tom Hood, CPA, CITP, CGMA, CEO, Maryland Association of CPAs/Business Learning Institute

A recent report on Human Capital Trends stated that we are all facing a radically shifting context for the workforce, the workplace, and the world of work. This interactive session will cover the latest trends in changing labor and workforce policies and what you can do to manage, develop and align your talent. Specific examples and applications from global corporate finance and accounting teams will be discussed.

12:00 PM

Conference Adjourns

Exhibitor and Sponsor Opportunities

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

View Prospectus

Travel & Accommodations

Hyatt Regency Inner Harbor
300 Light St,
Baltimore, MD 21202

Room Rate: $209 S/D
Cutoff Date: 8/11/17

Business Casual

The AICPA has a special agreement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. Call 1-800-345-5540 to arrange your travel to the AICPA Conference.

Call Delta Airlines 1-800-328-1111. Refer to Meeting Event Code # NMPTK

Reservations and ticketing is also available via www.delta.com When booking online, select Book A Trip, click on Advanced Search and enter the meeting event code NMPTK in the box provided.

*Zone Fares do not require a Saturday night stay over. These fares are available on all flights but are inventory controlled. Some restrictions may apply.

Book Online or call Hertz at 1-800-654-2240 and use AICPA discount code (CDP#) 12353 and convention code (CV#) 021H0024

Rates are subject to availability. The AICPA is not liable for any penalties incurred if you cancel/change your reservations.

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

Cancellation Policy

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.