Private Company Priorities 2020 Conference and Washington Fly-In

Agenda

Agenda topics, timing and speakers subject to change.

 
 

Tuesday, March 31 | 8:00 am – 5:30 pm

 

8:00 am - 8:30 am

Registration

 
 

8:30 am – 8:45 am

Welcome and Opening Remarks

 
 

8:45 am – 9:35 am

Technology Trends Impacting Privately-Held Companies
With a focus on the top trends such as Outsourcing, Data Analytics and leveraging Technology Enablement, private companies are capturing technology's potential and transforming their businesses. This session will delve into each unique trend and how organizations are optimizing and engaging technologies to execute goals.

  • Outsourcing Technology and service solutions are creeping up the value chain to C-suite executives, and process optimization is driving outsourcing that leverages third party expertise and technology. In a complex regulatory environment dealing with non-compliance liabilities, companies are leveraging specialist providers to ensure processes and audit trails.
  • Leveraging Data and Analytics Data is the new oil. Pipelines are needed to transport the data, and refineries are needed to convert unstructured data into value-added insights. This sessions will offer new ways to leverage data and analytics in design thinking and decision making.
  • Technology Enablement Robotic process automation allows companies to save on labor costs, and tech-enablement of service and solution delivery is driving scalabiility of business models. Similarly, artificial intelligence (AI) and machine learning are critical concepts for enabling systems and creating high-performing organizations through predictive insights and data analysis.

Speaker:

  • Sam Peterson Partner/Principal and Americas Digital Leader in the Financial Accounting Advisory Services l EY
 
 

9:35 am – 10:25 am

Attracting and Retaining the Right Talent to Meet Operational Needs
Explore the changing employment landscape that now places employees with the upper hand - a shift that coincided with the moment that job openings surpassed hires. Growth in this environment means a more concerted effort in attracting and retaining high-potential employees with a proactive approach to seeking out the best talent.

 
 

10:25 am – 10:50 am

Networking Break

 
 

10:50 am – 11:40 am

Healthcare Trends Impacting Privately-Held Companies
Healthcare insurance is constantly changing and understanding these changes is essential to compete in today's competitive market. Health benefit costs continue to rise, causing companies and employees to struggle with costs. This session will provide insight into the trends and issues in healthcare that will impact both employees and employer. Learn what other organizations are doing to cut down on overall healthcare costs and what new benefits are on the horizon to help with workforce planning.

 
 

11:40 am – 12:30 pm

Hot Topics in Human Resources and Employment Law
Running a business means staying apprised of the current legal landscape and making sure your operations comply with the rules. Labor and employment regulations are among the easiest to violate and failing to follow them can also become costly. Large companies have the luxury of hiring HR professionals and legal counsel to stay informed of their compliance status and any changes in the pipeline. For small businesses, this can be a more difficult task, but a lack of resources doesn't serve as a valid excuse for breaking the law. Topics include:

  • FMLA Compliance
  • OSHA
  • Minimum Wage Laws
  • State and Local Regulations
 
 

12:30 pm – 1:30 pm

Networking Luncheon

 
 

1:30 pm – 2:20 pm

Regulatory Uncertainty: Update on Legislative and Policy Issues
Participate in a comprehensive briefing on the status of regulatory, legislative, and judicial initiatives at the state and federal levels and their potential impact on private companies. Topics include:

  • Financial Instruments - Codification Improvements
  • New Revenue Recognition Rules - Private company considerations
  • Standards Issued in 2019
  • Standards Issued in Prior Years Effective 2019 or After
 

Speakers:

  • Peter ChanPartner, Financial Regulation and Enforcement Practice Group l Baker McKenzie
  • Alexandra MinkovichPartner, North American Tax l Baker McKenzie
  • A. Valerie MirkoPartner, Financial Regulation and Enforcement Practice Group l Baker McKenzie
 

2:20 pm – 3:10 pm

Are These Risks Real? Managing Privacy and Security
Rapidly mutating privacy risks require strong risk management procedures and good practices as a first line of defense. Virtually all businesses gather personal information about employees and customers that is private. Protecting this personal, private information has always been an obligation of the businesses that gather it, and when the information was stored in paper format in file cabinets, protecting the privacy of customers and employees' personal information was easier than it is today. Learn how organizations are adapting to this changing security landscape.

 

Speaker:

  • Michael EganPartner, Data Privacy & Cyber Security l Baker McKenzie
 

3:10 pm – 3:30 pm

Networking Break

 

3:30 pm – 4:40 pm

Developing a Succession Planning Strategy
Succession planning is the key to ensuring businesses will prosper well beyond an individual's tenure. Many privately held businesses do not start planning for succession until owners and family are on the verge of exiting the business and enjoying the fruits of their labor. Planning early and strategically will lead to a successful transition. This session will outline how developing a strong internal framework that defines the values and guides the company, understanding the Fair Market Value of the company, identifying a qualified successor and establishing clear and defined roles for key employees can help shape the foundation of a smooth succession plan.

Speaker:

  • Heather GatesManaging Director, National Private Enterprises and Emerging Growth Company Leader, Audit & Assurances l Deloitte & Touche LLP
 
 

4:45 pm – 5:30 pm

Networking and Cocktail Reception
Enjoy networking with your peers and cap off your conference experience. Continue the conversations with cocktails and hors d'oeuvres.

 
 
 

Back to Private Company Priorities 2020