IMA Mid-Atlantic Council Professional Development Session

When:  Jun 21, 2024 from 07:50 AM to 03:45 PM (ET)
Associated with  Mid-Atlantic Regional Council


Full Day Member:   $ 175.00

Full Day Non-Member:  $ 225.00

Half Day Member:  $ 110.00

Half Day Non-Member: $ 135.00


7:15 AM - 7:50 AM        Registration & Breakfast              

7:50 AM - 8:40 AM        Customer Profitability Management presented by Dan Hill

   NASBA Credits: 1 CPE - Management Services

8:40 AM - 9:30 AM        Top HR Challenges presented by Scott Smith & Laurel Cline   

   NASBA Credits: 1 CPE - Personnel / Human Resources

9:30 AM - 9:40 AM        Morning Break                 

9:40 AM - 10:30 AM      Reaching New Heights; Unlocking Six Financial Functions for Growth

presented by Nelson Tepfer         

   NASBA Credits: 1 CPE - Management Services

10:30 AM - 11:20 AM   Change Management presented by Aubrie Nooney       

  NASBA Credits: 1 CPE - Personal Development

11:20 AM - 12:10 PM    Lunch                  

12:10 PM - 1:50 PM     AI: Ally or Adversary? Untangling Tech's Ethical Knots! presented by

Karen Jett           

   NASBA Credits: 2 CPE - Behavioral Ethics

1:50 PM - 2:00 PM        Afternoon Break                             

2:00 PM - 3:40 PM        Forensic Accounting – Follow the Money presented by David Goss

   NASBA Credits: 2 CPE - Accounting

Topics & Speakers:

Customer Profitability Management 

Identify your most unprofitable customers that are robbing the bottom line by at least 10%? As a result, you will know the markers of unprofitable customers, fix them, and avoid them in the future. Conversely, you will also know the markets of the most profitable customers, retain them and get more out of them.

Dan Hill, CMA, CFM, Founder & CEO of Michaelis Costing Systems LLC

Dan has been in the advanced managerial costing and performance management space for over 20 years, acquiring strong technical skills including ABC and RCA costing information systems, and the requisite database and IT interfaces. He is also a certified partner of the MyABCM advanced managerial costing software.

Dan spent his career in banking and was on the team that designed, built and implemented the CLPR customer profitability system at Bank of America in the early 2000’s. Since becoming a consultant, he has implemented over a dozen advanced managerial costing information systems for banks and credit units. It’s a process that can be used with any company.

Dan co-authored the Institute of Management Accountant’s (IMA) Statement of Management Accounting “Customer Profitability Management”, 2011 with Dr Nabil Elias, PhD, UNCC, retired.

Top HR Challenges

Challenges to be discussed include: Exempt/Nonexempt, Ban on Non-Competes, Dealing with wage issues caused by the current marketplace and wage inflation trends, Wage transparency laws/expectations, Incentive Plans and more.

Scott Smith, VP & Practice Lead, Herbein HR Consulting

Scott Smith is a seasoned human resource professional with more than 20 years of experience across multiple HR functions. Prior to joining Herbein HR Consulting in 2018, he was Vice President of Human Resources at a private equity-owned manufacturing and distribution company. Scott spent 20 years in executive leadership roles with three manufacturing companies that ranged in size from 250 to 2,000 employees. He has led all aspects of the HR function at each company. As a business leader and advisor, Scott helped the management teams of these companies fuel growth by leveraging strategic clarity, team health, people, processes, and culture. Before transitioning to HR, he spent 12 years in retail operations with P&L accountability.


Scott was a member of Vistage International from 2010 to 2018, learning and applying best practices in a wide variety of functional disciplines and businesses. Since 2020, he has been a member of The High Center and a served both as a presenter and a peer group co-facilitator. Scott is also SHRM-SCP certified as a Sr. HR Professional.


Scott enjoys cycling, walking, golfing, and family.

Laurel Cline, Division CEO, Herbein HR Consulting

Laurel Cline is a seasoned human resources professional with more than 30 years of experience spanning multiple facets of HR. Prior to joining our team, she served as Director of Human Resources for Morgan Corporation, then North America’s leading manufacturer of small- to mid-size truck bodies. In that position, Laurel was responsible for all aspects of the creation and delivery of HR services (compensation, benefits, training and development, recruitment, employee relations and EEO/AA) for the corporate headquarters and the six regional manufacturing facilities for over 1,200 employees.


Laurel also worked for a premier national financial institution in various roles, including Employment Manager, Regional Salary and Benefits Administration Manager, Corporate Compensation Manager and Merger Integration Specialist. In addition to general management and HR knowledge, Laurel’s functional areas of specialization include compensation (executive, incentive, and base pay) HR policies and procedures and HR outsourcing. She works with a diverse client base that spans higher education, manufacturing, financial services and nonprofit organizations.


Laurel was named to the 2023 Circle of Excellence as part of the Lehigh Valley Business’ Women of Influence awards for her professional achievements and contributions. She is proud to serve on a local not-for-profit board.

Reaching New Heights; Unlocking Six Financial Functions for Growth

Discover how small changes to 'Magic Numbers' can unlock a 6 or 7-figure increase in cash flow and profit for your business, gaining insights into critical financial functions and ensuring your organization is on the path to success.

Nelson Tepfer, Co-Founder & CEO, ProCFO Partners

Nelson has spent his entire career helping companies. Helping them grow. Helping them scale. Helping them thrive. Helping them overcome their challenges on their path to success. His capability for transformational contribution is the heart of his abilities as a financial officer.

Having held leadership roles across organizations large and small, Nelson’s experience spans nearly a dozen industries ranging from healthcare to manufacturing, logistics to transportation, real estate to digital marketing, legal and other professional services. Nelson served in the roles of the CFO, interim CFO, COO, and consultant; working with companies of all sizes to achieve their strategic, financial, and operational goals. He earned an M.B.A. in Corporate Finance, Financial Instruments and Markets, and Accounting from NYU’s Stern School of Business.

This experience has culminated in the creation of ProCFO Partners, where the founding principles inform every decision. Every company deserves an expert CFO to guide them along their way and every expert CFO deserves a platform to practice in a way that is meaningful to them.

Change Management

Due to the complex nature or a history of failed changes, an organization’s culture may foster resistance to change and change management. Internal politics, poor behavior control and personal agendas can also help shape a change-resistant culture. We’ll discuss how to change that culture.

Aubrie Nooney, Director of Learning & Development, Spring EQ

Aubrie is a senior learning and development leader who specializes in organizational development, learning, mentoring, and communications. Her areas of strength include a proven track record of designing and delivering impactful talent programs and initiatives that align with the business goals and vision of executive leaders.

With experience in small, large, national, and global organizations, she manages a portfolio of enterprise-wide projects. Past successes include designing and delivering leadership and professional development programs, implementing employee engagement surveys and strategies, performance management, leading change management initiatives, and talent system administration. Aubrie lead cross-functional teams that support the integration of new acquisitions, ensuring a smooth and positive employee experience in matrix environments.

Her mission is to engage, empower, and inspire talent to perform, grow, and thrive as they contribute to the success of their organizations.

AI: Ally or Adversary? Untangling Tech's Ethical Knots!

Get ready to untangle the ethical knots at the heart of AI technology. Participants will explore AI’s impact on business, confront the ethical challenges it poses, and collaborate in devising strategies for maintaining integrity and trust in this ever-evolving landscape.

Karen Jett, CMA, Brand Developer and Chief Training Officer, RedKnight

Karen is a Brand Developer and Chief Training Officer at RedKnight, a franchisor and marketing company that helps businesses reach their full potential. She specialize in internal branding, which involves creating a cohesive and consistent brand experience for employees and stakeholders within an organization. This can include things like company values, mission, culture, and communication. By strengthening their internal branding, companies can improve employee satisfaction and engagement, align their teams around a common mission, and ultimately drive better business results.

As Chief Training Officer, Karen has the opportunity to develop and lead training programs that help our franchisees succeed and grow. With a background in internal branding, strategy, finance, and training, I am uniquely qualified to create practical and financially viable training programs that deliver measurable results. Whether she’s working with their franchisees or consulting with other businesses, Karen is always focused on helping organizations strengthen their internal branding, improve employee satisfaction and engagement, and drive better business results.

Forensic Accounting – Follow the Money

Forensic accounting is a type of accounting that investigates financial information for potential evidence of crimes. While forensic accountants use accounting, auditing, and investigative skills to understand whether a person or company has committed financial misconduct, the money trail tells the story. Case studies will be reviewed.

David Goss CPA/CFF/CGMA, CIA, CFE, Founder & VP, North-American Forensic Accounting PC

With 50 years of experience, David E. Goss is Founder and current Vice-President of North American Forensic Accounting PC and Prussman-Goss Certified Public Accountants. Although Dave specializes in forensic services including fraud investigations, forensic accounting and litigation support, he also offers traditional tax and accounting services for individuals and businesses.  He has performed fraud and forensic investigations for small, medium and large companies throughout North America, Brazil and Australia. His forensic experience includes cases involving blackmail, embezzlement and elder fraud.

In addition to being a Certified Public Accountant, Dave is certified in Financial Forensics and is a Certified Internal Auditor as well as a Certified Fraud Examiner and a Chartered Global Management Accountant. He has been qualified by the courts as a forensic expert and an expert in Elder Fraud. Dave is a frequent speaker to diverse audiences on a wide range of topics including fraud detection and prevention, exposing fraud and elder fraud.

Mid Atlantic Council of the Institute of Management Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

No Prerequisites are required.

Questions can be addressed to me at the email address or telephone number listed below.


We look forward to seeing you at the conference.  




Amanda Bernard

IMA Mid Atlantic Council



Hilton Garden Inn
720 Eagleview Blvd East
Exton, PA 19341


Amanda Bernard