Whether you're looking to stay ahead of emerging trends or simply reenergize your thinking, the CPA Summit offers a timely and engaging experience you won't want to miss.
8:30 a.m. - 8:35 a.m. | Welcome to Day, Rebekah Olson, CPA, MACPA
8:35 a.m. - 9:20 a.m.
Pulse of the Profession: Leadership Perspectives from AICPA & MACPA
Panelists: Maxene Bardwell, CCPA, CIA, CFE, CISA, CRMA, CIGA, CIGA, Chair, MACPA and Lexy Kessler, CPA, CGMA, Chair, AICPA
Join us for a candid and energizing conversation with three influential leaders at the forefront of the profession: Rebekah Olson, CEO of the Maryland Association of CPAs (MACPA); Maxene Bardwell, MACPA Board Chair; and Lexy Kessler, AICPA Chair. Together, they’ll explore the trends, challenges, and opportunities shaping the accounting and finance landscape—from national shifts to what’s happening right here in Maryland.
This panel will dive into everything from talent pipeline and technology disruption to regulatory changes and leadership evolution. Expect honest insights, practical takeaways, and plenty of forward-thinking discussion as these leaders share what they’re seeing—and what it means for you.
9:20 a.m. - 9:25 a.m. | Break
9:25 a.m. - 9:55 a.m.
Presenter: To be announced
This session is still being finalized; more details to follow.
9:55 a.m. - 10:25 a.m.
Presenter: Luke Kiely, Chief Information Security Officer, SmartVault
Session details to come.
10:25 a.m. - 10:35 a.m. | Break
10:35 a.m. - 11:05 a.m.
Presenter: Aaron Gould, Product Lead, Remitian
Automation/AI in the Accounting Industry
This session is still being finalized; more details to follow.
11:05 a.m. - 11:35 a.m.
Presenter: To be announced
This session is still being finalized; more details to follow.
11:35 a.m. - 11:40 a.m. | Break
11:40 a.m. - 12:25 p.m.
Building a Culture of Risk Management
Presenters: Nicole Graham, Esq., Risk Consultant, and Robert Albertini, Senior Risk Advisor, Aon
This session is designed for CPAs looking to develop a comprehensive approach to risk management within their organizations. Participants will learn how to create and implement a robust risk management framework, establish clear standards, and promote a culture of transparency and accountability across all levels of the organization. Special focus will be placed on ensuring the “tone at the top” is aligned with organizational goals, as well as empowering every employee to understand and embrace their role managing risk. Participants will be given the tools and strategies to effectively integrate risk management into their organizational culture and ensure that the framework is adhered to with clarity and consistency.
12:25 p.m. - 12:30 p.m. | Day 1 Closing / Wrap-Up, Rebekah Olson, MACPA CEO
CPE:
4 Specialized Knowledge
