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Patrick
McClory
PNC
"Auditing Internal to External" |
Patrick McClory, Asst. General Auditor, is responsible for managing audit efforts relating to Information Technology and Operations. Pat has over 30 years of diverse technology experience encompassing 18 years of information technology auditing experience, 3 years with Price Waterhouse and 15 years with PNC, Mellon, and Integra Financial (National City) internal audit departments.
Mr. McClory also has 7 years experience as an independent consultant, including overseeing the implementation of an enterprise requirements planning software product for a primary metals manufacturer and establishing an internal MIS department at a small mutual savings bank. Pat was also a data processing officer with Dollar Bank for 3 years and a systems analyst with Allegheny Ludlum Steel Corporation for 7 years.
Pat is a Certified Information Systems Auditor and holds a bachelors degree in Economics from the University of Pittsburgh and a masters degree in business administration with a concentration in Management Information Systems also from the University of Pittsburgh. He is a member of the Information Systems and Control Association and the Institute of Internal Auditors. |
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Tracy H.
Null
Vice-President Business Development
Sentric, Inc.
"Payroll Tax Update: Act 32" |
Tracy is the VP of Business Development for Sentric, formerly known as Payroll Solutions. She has 18 years of experience in the workforce management industry. She worked as a systems auditor for Mellon Bank and Deloitte, and in the payroll industry as the General Manager for another service bureau before joining Sentric in 2000.
Ms. Null attended Indiana University of Pennsylvania where she majored in Management Information Systems. |
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Kathy Jo
Pollack
Professional Life Coach, Trainer & Speaker
"Stress Less" |
Kathy Jo Pollack is a certified life coach, trainer, and speaker with a focus on finance, relationships, and etiquette. Her first passion, personal finance, began when she was the training specialist for Consumer Credit Counseling Service where she worked with thousands of people from all walks of life. Taking this to the next level, Kathy Jo became a certified life coach and launched her own business offering coaching, teleclasses, workshops, and professional speaking. She works with her clients to build a strong foundation for success.
In addition to presenting over 700 seminars, Kathy Jo can be heard on Weekend Focus (News Radio 1170 WWVA). She has published numerous articles, including contributions to the Institute of Management Accountants and Pennsylvania Association for Credit Management newsletters as well as the Wall Street Journal. Kathy Jo is also one of 26 authors featured in the recently published book “Life Choices: Putting the Pieces Together.
In addition to her financial experience, Kathy Jo is an experienced human resource manager and marketing specialist. She received her bachelor's degree in Human Resources Management from Geneva College and holds certifications from Coach Training Alliance, Relationship Coaching Institute, and Colourworks International. Her memberships include: the Pittsburgh Coaches Association, the International Coach Federation, the Relationship Coaching Institute, and the National Speakers Association. Please visit her at: www.kathyjopollack.com |
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Dave Pieton &
Pete Ferraro
Corporate Finance
KFMR
"Corporate Finance Activities and Financial Reporting" |
David J. Pieton, CPA, ASA
Dave has been an accounting and tax professional for over 25 years. He has worked with privately held businesses and their owners across the country to maximize their wealth and business value with tax minimization strategies and business consulting.
An Accredited Senior Appraiser, Dave uses his economic analysis and business valuation skills to translate complex valuation issues into understandable and defensible documentation, allowing business owners and their advisers to make informed decisions.
Peter C. Ferraro, CPA
Pete has been a CPA for over 25 years, and in that time he has amassed a wealth of experience and technical knowledge. His career has taken him from working at an international accounting and consulting firm to founding his own firm, Ferraro & McMurtry, to everything in-between.
As one of the founding principals at KFMR, Pete looks forward to working with emerging and growth companies to help them improve profitability through effective profit planning, tax and business acquisition strategies.
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Andrew
Sassaman
Robert Half
"20 Ideas for Businesses in a Recovering Economy" |
Andrew Sassaman is currently the Division Director for the Management Resources division of Robert Half, specializing in placement of senior and management level professionals on a project and interim basis.
For the past 5 years he has been with Robert Half in a variety of progressive roles in both the Management Resources division as well as managing the Accountemps division.
Mr. Sassaman is a graduate of Slippery Rock University with a degree in Accounting and prior to his time at Robert Half he worked for Deloitte and Touche in their London Office. |
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Ed
Shea
Vice President, BABB, Inc.
Babb Insurance Co.
"Risk Management" |
Ed Shea is a commercial insurance executive with a unique combination of specialized industry skills. Because he has worked for both insurance brokers and providers for the past 19 years, he is the ideal representative to find and deliver the best possible insurance coverage for your business. Once he is hired to administer your insurance package, you can rely on Ed to diligently guard your interest and protect your organization’s secrets. As the Vice President of Property and Casualty Operations Ed has repeatedly proven his ability to deliver outstanding business coverage to a wide variety of manufacturing, retail and service companies, as well as many government entities throughout Western Pennsylvania. He has the skills and experience to design a program that will meet your organization’s individual needs at the best market price. Ed is a results orients risk management consultant. After your insurance package is negotiated and in place, Ed Shea will work with you to eliminate unnecessary risk and minimize the incident of costly losses. He works with his clients to develop both formal and informal loss prevention and corporate safety programs. Mr. Shea can be reached 412.237.2008 or via email at ejs@babbins.com. Professional credentials: - Pennsylvania Property & Casualty License
- Associate in Risk Management (IIA)
- Associate in Claims (IIA)
- Certificate in Supervisory Management
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Doug
Morally
CPA
Schneider Downs
"Discussions: Standard setting for Non Public Entities FASB/IASB & IFRS Other Highlights" |
Doug joined Schneider Downs in the fall of 2004 and has seven years of public accounting experience.He has experience serving a variety of clients in the construction, distribution, retail, manufacturing industries and the nonprofit sector, including publicly traded companies.
Doug is responsible for the daily management and supervision of audit engagements, which includes developing and executing a risk based audit approach using management insight on their business and utilizing our knowledge of the industry and considering the current business environment.
These responsibilities require the performance of significant planning and administration skills, the ability to develop distinctive relationships with clients, knowledge of financial reporting requirements and key technical pronouncements and understanding operating concerns of the entities that are served.
- Member—American and Pennsylvania Institutes of Certified Public Accountant
- Member—Schneider Downs SEC Practice Group
- Member—Schneider Downs Audit and Assurance Effectiveness Committee:
- Manager - Accounting, Assurance and Advisory Services
- B.S. Accounting, Mercyhurst College
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Jeffry C.
Baumbach
Vice President, Cash Manager
Royal Bank of Scotland / Citizens Bank
"Banking & Security Issues" |
Jeffrey Baumbach is the RBS Citizens Bank Treasury Manager serving Mid Corporate, Commercial Real Estate, and Government clients with cash management solutions throughout the Mid-Atlantic Region.
He has 22 years of banking experience, with demonstrated strength in managing operational credit risk, and presenting cash management solutions to help clients manage their daily cash position, accelerate the collection and processing of their receivables and leverage idle overnight cash.
Jeffrey performed his undergraduate work at Indiana University of Pennsylvania and received his Masters from Duquesne University in Pittsburgh, Pennsylvania.
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James
Weber, CPA
Senior Manager
Alpern Rosenthal
"Accounting for Leases" |
James Weber serves as the Associate Director of Quality Control for Alpern Rosenthal and is responsible for ensuring compliance with professional standards as well as the Firm's quality and control procedures. He has more than 14 years of experience in public accounting, service public and privately-held companies in a variety of industries, including manufacturing, high-technology, financial institutions and non-profit entities.
Mr. Weber is also a published author and has conducted numerous training programs on compliance with accounting and auditing standards, as well as best practices to enhance internal controls for small businesses.
Prior to joining Alpern Rosenthal Mr. Weber was a principal with a regional accounting firm.
Mr. Weber graduated from Geneva College with a BS Accounting. He is a member of the AICPA and the PICPA.
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Richard F.
Fischer
CPA
Louis Plung & Co.
"Ethics" |
Rich is the Partner in Charge of the Accounting and Auditing Department of Louis Plung and Company. He has more than 20 years of experience in audits, reviews, compilations, and internal control engagements in the public, private, nonprofit, and governmental sectors. His industry experience includes real estate, manufacturing, construction, communication, wholesales distributors, and retail. Rich also specializes in employee benefit plan audits, review, and compilations as well as service organization examinations.
In his role as Technical Review Partner for the firm, Rich is responsible for ensuring that all financial statements the Firm issues are in compliance with generally accepted accounting principles, and he assesses the impact of new accounting and auditing pronouncements on clients. Rich frequently develops training materials and conduct seminars for clients and the Firm on new accounting and auditing pronouncements, and hot topics related to accounting, auditing, and financial reporting.
Mr. Fischer is active in the PICPA, and serves as the Chairperson for the Construction Committee and the Technical Committee. He is also a member of the Accounting and Auditing Peer Review committees. |
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Bill
Flanagan
"KeyNote/Lunch" |
Bill Flanagan is Executive Vice President—Corporate Relations for the Allegheny Conference on Community Development and its affiliated regional development organizations: The Pennsylvania Economy League of Southwestern Pennsylvania LLC, the Pittsburgh Regional Alliance and the Greater Pittsburgh Chamber of Commerce.
Bill supervises Investor Relations activities for the Conference and Affiliates, including fundraising, membership services and educational programming. He oversees organizational communications. In this role, Bill also hosts “Our Region’s Business” on WPXI-TV, WJAC-TV, WTOV-TV and the Pittsburgh Cable News Channel (PCNC), a program the Conference produces in partnership with WPXI-TV.
As President of The Pittsburgh G-20 Partnership in 2009, Bill helped to organize the public/private partnership of organizations from across southwestern Pennsylvania that came together to welcome the world for the Pittsburgh Summit. With the City of Pittsburgh, Allegheny County and VisitPittsburgh, the Allegheny Conference was one of the four founding members of the partnership.
As Executive Director of Pittsburgh 250, the celebration of the 250th anniversary of the naming of Pittsburgh in 2008, Bill supervised a multi-year, 14-county initiative that included signature projects and events, along with grassroots initiatives planned by a 200 member commission and involving more than 300 partners and supporters.
Prior to joining the Conference in September 2001, Bill had covered the economy of southwestern Pennsylvania almost 20-years, much of it as Money Editor of KDKA-TV, where he was Pittsburgh’s only broadcast reporter devoted exclusively to business and personal finance, and where he hosted “The Sunday Business Page.” Bill came to the region in 1982 as a general assignment reporter for the television station. He has written about personal finance for The Pittsburgh Post-Gazette and KDKA-AM.
A graduate of Northwestern University (B.S. Speech), Bill holds a Master’s Degree in Journalism from the University of Missouri-Columbia. He is a native of Dover, Delaware.
Bill and his wife, Ann Devlin Flanagan, have two children, Mara and Will. |
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