PICPA 2023 Conference: CFO & Cybersecurity Speakers

Morefield at the Pennsylvania Institute Of Certified Public Accountants 2023 Conference

We are honored to have had our Chief Financial Officer (CFO), LeeAnne Stump, and Virtual Chief Information Security Officer (vCISO), Allan Jacks, participate in this year’s conference discussing being a strategic leader and cybersecurity in the financial industry.

LeeAnne teamed-up with Elizabeth Wilson, Chief Financial Officer at Valley National Financial Advisors to discuss the role of CFO: The Strategic Leader and Allan will be leading a session on Cybersecurity: What You Really Need and Why.

Thursday, March 23, 2023

12:25 p.m. – Cybersecurity: What You Really Need and Why

Allan Jacks, Virtual Chief Information Security Officer (vCISO), Morefield

  • Cybersecurity: past and future
  • Discuss a three-pronged approach to cybersecurity: technology, processes, and people
  • Dive into the motivations for cybersecurity; compliance requirements, insurance requirements, privacy requirements (H.R. 8152 (ADPPA), PA HB 2202, PA HB 1126, PA HB 2257) and due care vs. due diligence

3:10 p.m. – CFO: The Strategic Leader

LeeAnne Stump, Chief Financial Officer, Morefield & Elizabeth Wilson, Chief Financial Officer, Valley National Financial Advisors

  • Collaborative strategic alliances – Create, develop, and nurture both internal and external relationships
  • Self awareness – Recognize that it takes a village
  • Knowledge sharing – Get everyone to “think like an accountant”
  • Importance of data – Drive effective decision making
  • Reality check – Viability, value, and resources
  • Stakeholder communication – Know your audience
  • 4 orientations of the CFO role – responder, challenger, architect, transformer

Learn more at – https://www.picpa.org/attend-cpe-events/conferences/picpa-cfos-and-controllers-conference

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