Category: Meetings

Julie Koo and Jake Evans from TDC spoke about Multi-Year Budgeting and Forecasting.

Meeting Matierals

Samantha Halem, an attorney with Hirsch Roberts Weinstein LLP (hrwlawyers.com) is passionate about preventative employment law, ensuring a workplace is in order before issues pop up. She will talk about new salary transparency laws, the recent SJC case that mandates treble damages even for corrected errors, how PFML is changing the employer landscape, and how to manage virtual workers. Any and all employment law questions will be answered, so come with any issues that have been bothering you.

Samantha works closely with her clients, talking through their problems to come up with personalized solutions. She is passionate about preventive employment law, ensuring a workplace is in order before issues pop up. Samantha is committed to helping clients avoid litigation, but if litigation happens, she will work tirelessly to defend the client in court.

Meeting Materials: Meeting Presentation and HRW’s Pay Equity Act Update

Robyn Leet is the Director of Business Process Assessments & Attestations at AAFCPAs and her full biography can be found here: https://www.aafcpa.com/people/robyn-leet/

Robyn will give an overview of how to approach automating your accounts payable process; this will include assessing your needs, preparing your staff and vendors for an implementation, and what products are commonly used.

Bart Hawley is the Director of Special Advisory Services practice at CliftonLarsonAllen, one of the largest audit, tax and consulting firm in the U.S. Bart has over 25 years of management and consulting experience and his expertise includes operational accounting, budgeting and forecasting as well as management reporting, cash management and treasury operations across various industries.  Bart will give an overview of various available budgeting tools and technologies that he has worked with and how they can be utilized in the budgeting planning and process. Along with that, Bart will also briefly touch on the budgeting process and how to put a budget together.

Slide deck here: Budgeting Tools and Technologies

Rebecca Pilot, the President & CEO of SmithPilot, will give an overview of compensation studies, including determining the organization’s compensation philosophy, what is involved in the data gathering and analysis process, and how to use the data to determine salary scales and individual salary amounts. Rebecca will also touch on issues related to salary transparency, internal equity, market and other pay factors, and implementation of new rates.

Slide deck here: Compensation Benchmarking