MACPA is thrilled to introduce the Mid-Atlantic Beach Retreat, in partnership with the Virginia Society of CPAs (VSCPA). This exciting new partnership takes our long-standing tradition of beachside learning to the next level! Less than three hours from Baltimore, Virginia Beach, and Washington, D.C., this event provides you with the opportunity to enjoy a fun beach vacation while getting in some learning to help you professionally.
Network with fellow leaders in the profession and enjoy the beautiful Ocean City beach / boardwalk. Members are also encouraged to bring families and make Beach Retreat part of a working vacation, or bring your co-workers and make it a staff retreat.
Multiple courses are offered every day of the retreat, and participants are invited to take as many (or few) sessions as they like.
At MACPA's Beach Retreat, the sun isn't the only thing shining bright! Join me and other outstanding CPAs for a unique blend of learning and networking. It's not just about the CPE credits; it's about the connections made and insights shared that elevate our profession. See you on the sands of knowledge and camaraderie!"
The MACPA Beach Retreat is a must-attend! It’s a great way to get some sun, sand and CPE. Networking and learning don’t have to be boring when you pair it with OCMD."
Monday, 6/23
7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors) | Ethics |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in Palmetto Ballroom |
12:00 - 3:30 PM (2:40 - 2:50 PM snack break with our sponsors) | Complimentary CPE (agenda to follow) |
4:00 - 6:00 PM | Welcome Reception |
7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors) | Ethics |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in Palmetto Ballroom |
12:00 - 3:30 PM (2:40 - 2:50 PM snack break with our sponsors) | Complimentary CPE (agenda to follow) |
4:00 - 6:00 PM | Welcome Reception |
Tuesday, 6/24
AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Individual Income Tax Update: Navigating the Current Tax Landscape |
7:30 - 11:00 AM | Building a Better Team: Being a Better Manager & Teammate |
7:30 - 11:00 AM | Change Management |
7:30 - 11:00 AM | AI for CPAs and CFOs: How it Works and How to Apply It |
11:00 AM - 12:00 PM | Lunch break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Cryptocurrency 15 Years Later - A Market Update |
12:00 - 1:40 PM | Topic TBD |
12:00 - 1:40 PM | Leadership Styles |
12:00 - 1:40 PM | Retirement Planning Issues: Where We Stand Now |
1:40 - 1:50 PM | Break/Session Change |
1:50 - 3:30 PM | Complying With the Corporate Transparency Act: A Guide for Client Protection |
1:50 - 3:30 PM | Securing Your Data With a Password Management App |
1:50 - 3:30 PM | Risk Management |
1:50 - 3:30 PM | The Next Step - Succession Planning Fundamentals & Basic Documents |
AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Individual Income Tax Update: Navigating the Current Tax Landscape |
7:30 - 11:00 AM | Building a Better Team: Being a Better Manager & Teammate |
7:30 - 11:00 AM | Change Management |
7:30 - 11:00 AM | AI for CPAs and CFOs: How it Works and How to Apply It |
11:00 AM - 12:00 PM | Lunch break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Cryptocurrency 15 Years Later - A Market Update |
12:00 - 1:40 PM | Topic TBD |
12:00 - 1:40 PM | Leadership Styles |
12:00 - 1:40 PM | Retirement Planning Issues: Where We Stand Now |
1:40 - 1:50 PM | Break/Session Change |
1:50 - 3:30 PM | Complying With the Corporate Transparency Act: A Guide for Client Protection |
1:50 - 3:30 PM | Securing Your Data With a Password Management App |
1:50 - 3:30 PM | Risk Management |
1:50 - 3:30 PM | The Next Step - Succession Planning Fundamentals & Basic Documents |
Wednesday, 6/25
AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Best S Corporation, Limited Liability, and Partnership Update |
7:30 - 11:00 AM | Retaining Talent - Exploring Employee Compensation Plans and Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About |
7:30 - 11:00 AM | Microsoft 365 Deep Dive: Save More Time, Make More Money |
7:30 - 11:00 AM | Strategic Planning & Financial Analysis |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Social Security: Dispelling Common Myths with Essential Truths |
12:00 - 1:40 PM | Mastering Microsoft Copilot AI for CPAs and CFOs |
12:00 - 1:40 PM | Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World |
12:00 - 1:40 PM | Employee Development |
1:40 - 1:50 | Break/Session Change |
1:50 - 3:30 PM | Exploring Client Advisory Services - Communicating Financial Results to Stakeholders. |
1:50 - 3:30 PM | Microsoft Outlook - Must Know Email Tips Every User Should Know |
1:50 - 3:30 PM | Business Communication |
1:50 - 3:30 PM | The Ins and Outs of HSAs |
AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Best S Corporation, Limited Liability, and Partnership Update |
7:30 - 11:00 AM | Retaining Talent - Exploring Employee Compensation Plans and Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About |
7:30 - 11:00 AM | Microsoft 365 Deep Dive: Save More Time, Make More Money |
7:30 - 11:00 AM | Strategic Planning & Financial Analysis |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Social Security: Dispelling Common Myths with Essential Truths |
12:00 - 1:40 PM | Mastering Microsoft Copilot AI for CPAs and CFOs |
12:00 - 1:40 PM | Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World |
12:00 - 1:40 PM | Employee Development |
1:40 - 1:50 | Break/Session Change |
1:50 - 3:30 PM | Exploring Client Advisory Services - Communicating Financial Results to Stakeholders. |
1:50 - 3:30 PM | Microsoft Outlook - Must Know Email Tips Every User Should Know |
1:50 - 3:30 PM | Business Communication |
1:50 - 3:30 PM | The Ins and Outs of HSAs |
7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors) | Ethics |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in Palmetto Ballroom |
12:00 - 3:30 PM (2:40 - 2:50 PM snack break with our sponsors) | Complimentary CPE (agenda to follow) |
4:00 - 6:00 PM | Welcome Reception |
7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors) | Ethics |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in Palmetto Ballroom |
12:00 - 3:30 PM (2:40 - 2:50 PM snack break with our sponsors) | Complimentary CPE (agenda to follow) |
4:00 - 6:00 PM | Welcome Reception |
AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Individual Income Tax Update: Navigating the Current Tax Landscape |
7:30 - 11:00 AM | Building a Better Team: Being a Better Manager & Teammate |
7:30 - 11:00 AM | Change Management |
7:30 - 11:00 AM | AI for CPAs and CFOs: How it Works and How to Apply It |
11:00 AM - 12:00 PM | Lunch break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Cryptocurrency 15 Years Later - A Market Update |
12:00 - 1:40 PM | Topic TBD |
12:00 - 1:40 PM | Leadership Styles |
12:00 - 1:40 PM | Retirement Planning Issues: Where We Stand Now |
1:40 - 1:50 PM | Break/Session Change |
1:50 - 3:30 PM | Complying With the Corporate Transparency Act: A Guide for Client Protection |
1:50 - 3:30 PM | Securing Your Data With a Password Management App |
1:50 - 3:30 PM | Risk Management |
1:50 - 3:30 PM | The Next Step - Succession Planning Fundamentals & Basic Documents |
AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Individual Income Tax Update: Navigating the Current Tax Landscape |
7:30 - 11:00 AM | Building a Better Team: Being a Better Manager & Teammate |
7:30 - 11:00 AM | Change Management |
7:30 - 11:00 AM | AI for CPAs and CFOs: How it Works and How to Apply It |
11:00 AM - 12:00 PM | Lunch break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Cryptocurrency 15 Years Later - A Market Update |
12:00 - 1:40 PM | Topic TBD |
12:00 - 1:40 PM | Leadership Styles |
12:00 - 1:40 PM | Retirement Planning Issues: Where We Stand Now |
1:40 - 1:50 PM | Break/Session Change |
1:50 - 3:30 PM | Complying With the Corporate Transparency Act: A Guide for Client Protection |
1:50 - 3:30 PM | Securing Your Data With a Password Management App |
1:50 - 3:30 PM | Risk Management |
1:50 - 3:30 PM | The Next Step - Succession Planning Fundamentals & Basic Documents |
AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Best S Corporation, Limited Liability, and Partnership Update |
7:30 - 11:00 AM | Retaining Talent - Exploring Employee Compensation Plans and Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About |
7:30 - 11:00 AM | Microsoft 365 Deep Dive: Save More Time, Make More Money |
7:30 - 11:00 AM | Strategic Planning & Financial Analysis |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Social Security: Dispelling Common Myths with Essential Truths |
12:00 - 1:40 PM | Mastering Microsoft Copilot AI for CPAs and CFOs |
12:00 - 1:40 PM | Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World |
12:00 - 1:40 PM | Employee Development |
1:40 - 1:50 | Break/Session Change |
1:50 - 3:30 PM | Exploring Client Advisory Services - Communicating Financial Results to Stakeholders. |
1:50 - 3:30 PM | Microsoft Outlook - Must Know Email Tips Every User Should Know |
1:50 - 3:30 PM | Business Communication |
1:50 - 3:30 PM | The Ins and Outs of HSAs |
AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)
PM Break: 1:40 - 1:50 PM (Break/Session Change)
7:30 - 11:00 AM | Best S Corporation, Limited Liability, and Partnership Update |
7:30 - 11:00 AM | Retaining Talent - Exploring Employee Compensation Plans and Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About |
7:30 - 11:00 AM | Microsoft 365 Deep Dive: Save More Time, Make More Money |
7:30 - 11:00 AM | Strategic Planning & Financial Analysis |
11:00 AM - 12:00 PM | Lunch Break with our sponsors in the Palmetto Ballroom |
12:00 - 1:40 PM | Social Security: Dispelling Common Myths with Essential Truths |
12:00 - 1:40 PM | Mastering Microsoft Copilot AI for CPAs and CFOs |
12:00 - 1:40 PM | Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World |
12:00 - 1:40 PM | Employee Development |
1:40 - 1:50 | Break/Session Change |
1:50 - 3:30 PM | Exploring Client Advisory Services - Communicating Financial Results to Stakeholders. |
1:50 - 3:30 PM | Microsoft Outlook - Must Know Email Tips Every User Should Know |
1:50 - 3:30 PM | Business Communication |
1:50 - 3:30 PM | The Ins and Outs of HSAs |
Read Bio
David Peters is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. David has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Read Bio
Clare Levison, CPA, CGMA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. She strives to help bridge gaps in continuing professional development with inspiring programs and meaningful experiences that deliver the message — as well as the WHY behind the message — to propel professionals from good to best.
In addition to founding Inspired Responsibility, Clare spent more than 20 years in the aerospace and defense industry involved in all aspects of management, project and financial accounting, as well as government compliance. Within her extensive breadth of finance experience, she particularly enjoyed creating competitive proposal volumes, with a focus on producing compelling, compliant content and providing cost analysis and risk mitigation.
Clare is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA) and is licensed in the state of Virginia. She has served on the Board of Directors of the VSCPA and the Board of Directors of the VSCPA Educational Foundation and currently serves as a member of the AICPA Consumer Financial Education Advocates group.
For over a decade, Clare has designed and delivered learning content for CPAs, including Virginia Board of Accountancy-approved ethics courses required to be taken annually by all licensed Virginia CPAs. In addition to her passion for professional ethics, Clare is a fervent financial literacy advocate. She is the author of “Frugal Isn’t Cheap: Spend Less, Save More and Live Better,” and has appeared on major radio and television networks across the country discussing personal finance. She has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today and U.S. News & World Report.
Read Bio
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon
Read Bio
Arthur Joseph Werner, J.D., M.S. (Taxation)
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
10100 Coastal Hwy, Ocean City, MD 21842
Call the hotel directly reservations direct number: 410-524-3535
We are so excited to be partnering with Virginia Society of CPAs and will now host Beach Retreat at the beautifully renovated Ashore Resort! Here is the group booking link to secure your room at the discounted price of $279.
Please note that if you choose the use the booking link the Ashore's general policy will state that a charge of $35.00 per night plus tax resort fee. As a contract concession your resort fee was waived. Upon booking the room the resort fee will not show as a charge.
The room block will expire on Sunday, May 25, 2025.
After the room block has expired you should still be able to book a room with the hotel. Please contact them directly asap.
Reservations:
Call the hotel directly reservations direct number: 410-524-3535 Please request the special Mid Atlantic CPE Beach Retreat group rate.
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Sponsors
Register for sessions and spend time in Ocean City earning CPE and connecting with your professional community.