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Session Information:
Instructional method: Group Live Program knowledge level: Basic Prerequisites: None Advanced preparation: None Learning Objectives:
- Identify emerging technologies in fleet management
- Describe current trends and challenges in recruiting and job searching across industries
- Apply ethical decision-making frameworks to real-world business dilemmas
- Understand the fundamentals of IT project management
- Analyze current economic factors contributing to global uncertainty
- Explain the structure and mechanics of self-insured health plans
Speakers:
Ryan Mascia, Client Strategy Manager; Anthony Lien, Account Executive; & Kriby Breault, Area Manager, Enterprise Fleet Management Ryan joined Enterprise right out of college as a Management Trainee. He quickly made his way up the ranks to Branch Manager with Enterprise Truck Rental where he led his division in customer satisfaction scores, as well as growth. Anthony joined Enterprise Rent A Car as an intern during his senior year in college. He was quickly promoted to a full-time role and became a Branch Manager within a year. As a Branch Manager, Anthony gained experience in numerous markets and was successfully promoted several times. Kirby joined Enterprise right out of college as a Management Trainee. He quickly made his way up the ranks working in multiple different markets including Harrisburg, York and Mechanicsburg. Corning Pearson, Director of Tax Credits & Incentives, Herbein + Company Two decades of experience delivering specialized tax consulting services to large and mid-sized business entities. Stephanie Brickey, VP of Finance & Controller, Caldera Manufacturing Group A skilled accountant with over two decades of experience in a variety of industries including manufacturing, professional services, distribution and financial services. Pat Luddy Sr, CPA, Managing Director, Gateway Search Associates After graduating from Temple University, Pat began his career with Deloitte and Touche. He also worked for the Penn Central Corporation as an Accounting Manager in their Real Estate Operations and later became Assistant Treasurer for a subsidiary of Verizon Corporation. Before co-founding Gateway Search Associates, Pat was a financial recruiter with a national search firm. Pat has served as President and on the board of directors in both the North Penn and Valley Forge Chapters of Institute of Management Accountants. Kevin McCarthy, Director, Hilton Capital Management Kevin joined Hilton Capital in 2012 and is involved in the Sales and Marketing functions for Hilton. He has had an extensive career within brokerage and the investment management businesses. He holds a BBA from Pace University. Brian Courtney, Vice President, The Safegard Group Brian is a 20+ year insurance professional. He has consulted with hundreds of business leaders to better manage their risk and protect their assets. He is regarded as a top broker and subject matter expert by industry peers.
Kathleen Bono, OCP, CSM, VP of Technology, Project Management Institute Technical Director of Project Management with more than 20 years of experience leading project management efforts and driving operational excellence across diverse industries. Expertise includes streamlining PMO and operational processes, leading organizational change, budget and data analysis, cross-functional collaboration, and project management best practices. SAVE THE DATE – IMA TAX CONFERENCE – JAN 23RD – CROWNE PLAZA, KING OF PRUSSIA
Mid Atlantic Council of the Institute of Management Accountants 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. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Questions can be addressed to me at the email address or telephone number listed below. We look forward to seeing you at the conference. Sincerely, Amanda Bernard IMA Mid Atlantic Council panda219@hotmail.com 610-721-2476
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