Developing a Value Creation Mindset

Date: Wednesday, February 8, 2023
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Jerry Maginnis, CPA, Author, Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities, and Senior Advisor, Strategy and Growth, Centri Business Consulting, LLC
Moderator: Wayne Sine, CPA, Director of Education, National Society of Accountants for Cooperatives
Objective: Objectives of this course include:
• Assist participants in better understanding value in the context of a business setting.
• Help participants better appreciate the importance of providing and receiving feedback on a regular basis.
• Encourage participants to adopt a “continuous improvement” mindset.
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1.5 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Every day, every interaction, presents an opportunity to add, or subtract, value! Be mindful of this reality because, over the long term, your ability to add value will be the key determinant of your success. In this session, Jerry Maginnis, author of "Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities" will share practical advice, tips, and suggestions on how you can “think like an owner” and consistently create value for your clients or employer.

Presenter and Moderator Bios

Presenter: Jerry Maginnis, CPA, Author, Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities, and Senior Advisor, Strategy and Growth, Centri Business Consulting, LLC

Jerry Maginnis began an advisory relationship with Centri in October 2020, bringing his deep expertise in accounting, advisory and financial services to advise across the firm’s practices, with a focus on strategic growth initiatives. In this capacity, he provides advisement to senior management and provides guidance to the already rapid growth of the organization. Previously, Jerry spent 36 years with KPMG in Philadelphia, retiring in September 2015. He served as the Managing Partner of the Firm’s Philadelphia Office, which had over 1,100 partners and employees, from 2006 through 2015. Previously, he spent 5 years as the Partner in Charge of the Firm’s Audit practice in Pennsylvania, overseeing operations in KPMG’s Philadelphia, Harrisburg, and Pittsburgh offices. Since retiring from KPMG, Jerry has joined the Boards of Cohen & Steers Mutual Funds based in New York City. Cohen & Steers is a global investment manager specializing in liquid real assets. He serves as the Chairman of the Audit Committee for the Funds, 9 of which are publicly traded on the New York Stock Exchange. Jerry also serves as a member of the Board of Directors and the Audit Committee Chairman of inTEST Corporation, a publicly held Technology Company (NTSE: INTT). The Company is a global supplier of precision-engineered solutions for use in manufacturing and testing across a wide range of markets including automotive, defense/aerospace, energy, industrial, semiconductor and telecommunications. He is also a Board Member of the Faith in the Future Foundation and continues to serve on the Pennsylvania Early Learning Investment Commission. Jerry also serves as an Executive in Residence at Rowan University in Southern New Jersey where he chairs the University’s Accounting Advisory Board. Previously, Jerry served as the President of the 22,000-member Pennsylvania Institute of Certified Public Accountants (PICPA), a member of the Board and Executive Committee of the Greater Philadelphia Chamber of Commerce, a member of the CEO Council for Growth, a member of the Board of Trustees of Gwynedd-Mercy University and Saint Joseph’s Preparatory School and on the Boards of the Historical Society of Pennsylvania, the American Institute of Certified Public Accountants (AICPA) Foundation and the Union League of Philadelphia. Jerry received the Father of the Year award from the Philadelphia Chapter of the American Diabetes Association in 2009. In 2011, he received the Distinguished Public Service Award from the PICPA as well as the Breath of Life award from the Cystic Fibrosis Foundation. In 2015, he received the Heart of Philadelphia award from the American Heart Association and in 2017 he received the Medal of Excellence award from Rowan University’s Rohrer College of Business. In 2018, Jerry received the Taoiseach Award for exceptional business leadership and compassion from the Irish American Business Chamber & Network of Philadelphia. Jerry graduated with a Bachelor of Science in Accounting from St. Joseph’s University and is a Certified Public Accountant.

Moderator: Wayne Sine, CPA, Director of Education, National Society of Accountants for Cooperatives

Wayne Sine is an experienced and highly knowledgeable professional in the field of TaxWayne recently retired as Tax Director from his company, Southern States Cooperative. He has extensive experience working with agricultural cooperatives and has been a long time member of the NSAC. He is extremely active in the NSAC, serving as both past Chapter President of the Atlantic Chapter, past Chair of the Tax Committee, and is currently serving as the NSAC Director of Education.. Wayne's career is marked with several accomplishments, and he has always been involved in many organizations, spreading his knowledge. Wayne is a member of the Legal, Tax, and Accounting (LTA) Committee for the National Council of Farmer Cooperatives. He is also Past Chair of both the Tax Committee of the Virginia Chamber of Commerce and the Virginia Manufacturers Association. Wayne also served on the Tax Policy Committee at the Virginia Society of CPAs, and served as past Region Vice President for the Tax Executives Institute

Cost
Free for NSAC Members / $56.00 for Non-Members

  Online Registration

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.