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
Moderator: Wayne Sine, CPA, Director of Education, National Society of Accountants for Cooperatives
Learning Objectives:
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
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
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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

Jerry Maginnis is a seasoned executive with broad and deep business and leadership experience including serving as the Office Managing Partner for KPMG's 1,100 person Philadelphia Office for 8 years. Previously led KPMG Pennsylvania Audit practice for 5 years. Currently serving as a Board Member and Audit Committee Chair for Cohen & Steers Mutual Funds and as an Executive in Residence at Rowan University in Southern New Jersey. Also serve as Board Member and Audit Committee Chair for inTEST Corporation, a publicly traded Technology Company (NYSE, INTT) and as a Senior Advisor to the CEO and Leadership Team of Centri Business Consulting, LLC (Centri).

Jerry is the author of "Advice for a Successful Career in the Accounting Profession, How to Make Your Assets Greatly Exceed Your Liabilities", published by Wiley and released nationally on October 12, 2021. It is available on Amazon and Wiley's websites and various retail locations in the United States and Canada, including selected Barnes & Noble stores.

He is also a Past President of the Pennsylvania Institute of Certified Public Accountants (PICPA) having served in that capacity during the PICPA’s 2014-2015 fiscal year for this 22,000 member association. He is also a member of the Board of Directors of the Faith in the Future Foundation and serves as the Board Chair of the PICPA Foundation.

Jerry previously Chaired the Rowan University Accounting Advisory Board from 2016-2021 and served on the Board of Trustees of Saint Joseph’s Preparatory School, Gwynedd Mercy University, the PICPA and the Historical Society of Pennsylvania. He is also a past member of the CEO Council and the Board of Directors and Executive Committee of the Greater Philadelphia Chamber of Commerce and the Board of Directors of the Union League of Philadelphia.

Jerry graduated with a B.S. in Accounting from St. Joseph’s University and is a Certified Public Accountant licensed in the Commonwealth of Pennsylvania.

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

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.