Developing a Value Creation Mindset

February 8, 2023 1:00pm ET
Location Information:
Contact Information:
(937) 222-6707
Cost(s): $0.00 Member / $56.00 Non-Member
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CPE: 1.5 credit hours

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.

What are some key takeaways from this session?  You will... 

  • Gain a better understanding value in the context of a business setting.
  • Better appreciate the importance of providing and receiving feedback on a regular basis.
  • Understand the importance of adopting a “continuous improvement” mindset.

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