Developing a Value Creation Mindset

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

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 Tax. Wayne 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