Collaborate 2019 Conference


We look forward to seeing you this week! As a reminder, this year’s conference is on Thursday, November 7 at the Sheraton Harrisburg-Hershey (4650 Lindle Road, Harrisburg, PA 17111). Below you will find resources for our Collaborate 2019 Conference, including the full agenda and links to download the presentation slides.

Please note…we will have writing surfaces available for you to take notes during the sessions, but we will not be providing print outs of the slides. We encourage you to download the slides on your computer or tablet, or print at your discretion, by clicking on the links below. Wi-Fi will be available during the conference.


Collaborate 2019 Agenda

General Session 10:15am-11:15am
What’s Happening in the Markets (Morgan Stanley Private Wealth Management)

General Session 11:15am-11:45am
Top Ten Things Employers Need to Know About Medical Marijuana and the Workplace (McNees)

General Session 11:45am-12:15pm
Employee Benefits – What You Need to Know in 2019 (McNees)

Breakout Sessions 1:00pm-1:50pm

Business Track: Accounting Standards Leases – Topic 842 – Overview (simpLEASE Accounting)

Technical Track: Powerful Tax Planning Opportunities Using Trusts (Bridgeford Trust Company)

Non-Profit Track: Navigating the Constant Change of Financial Reporting Requirements and the Impact to Non-Profit Organizations (McKonly & Asbury)

Breakout Sessions 2:00pm-2:50pm

Business Track: Health Savings Accounts – Common Employer Questions (Conrad Siegel)

Technical Track: Tax Reform – Now What? (McKonly & Asbury)

Non-Profit Track: Top Ten Challenges of Implementing Standards for Excellence for the Non-Profit Sector (McKonly & Asbury and PANO)

General Session 3:00pm-4:00pm
Artificial Intelligence: Preparing People for the Human-Machine Partnerships of the Future (Dale Carnegie)


For additional assistance, please contact Melissa Roberson, Marketing Director with McKonly & Asbury at or by calling (717) 972-5822.