Come for the learning.
Stay for the small vacation.

The annual MACPA Beach Retreat is a CPE experience that’s unlike any other and we are very excited to have you join us in Ocean City, Maryland again this year!

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.

highlights
  • Welcome Reception
  • MACPA Beachside Bash (families welcome!)
  • 4 Hours of Complimentary CPE
  • Ethics Course
  • 8 Course Options on Tuesday & Wednesday in Various Fields of Study

What Our Beach Retreat Friends Have to Say

FIRMS & ORGANIZATIONS, make this a retreat for YOUR team: get group registration discounts on CPE seminars, and find time for shared activities for your staff.

Beach Retreat Session Schedule

Monday, 6/17

AGENDA: Monday, 6/17

7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors)A Culture of Regulatory Ethics: Adaptive Ethics for Today’s World
11:00 AM - 12:00 PMLunch 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 PMWelcome Reception hosted by Frost Law

AGENDA: Monday, 6/17

7:30 - 11:00 AM (9:15 - 9:30 AM snack break with our sponsors)A Culture of Regulatory Ethics: Adaptive Ethics for Today’s World
11:00 AM - 12:00 PMLunch 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 PMWelcome Reception hosted by Frost Law

Tuesday, 6/18

AGENDA: Tuesday, 6/18

AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)

PM Break: 1:45 - 2:00 PM (snacks with our sponsors in the Palmetto Ballroom)

7:30 - 11:00 AMBusiness Income Tax Update: Navigating the Current Tax Landscape
7:30 - 11:00 AMFinance Business Partnering: Techniques for Effective and Impactful Communication
7:30 - 11:00 AMBuilding a Better Team: Being a Better Manager & Teammate
7:30 - 11:00 AMThe Bottom Line on the New Lease Accounting Requirements
11:00 AM - 12:00 PMLunch break with our sponsors in the Palmetto Ballroom
12:00 - 3:30 PM Accounting and Auditing Update for Small Businesses
12:00 - 3:30 PM Practical Guide to Trusts
12:00 - 3:30 PM Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
12:00 - 3:30 PM Preparation, Compilation, and Review Engagements: Update and Review
3:30 - 5:00 PMMACPA Beachside Bash (families welcome!)

AGENDA: Tuesday, 6/18

AM Break: 9:15 - 9:30 AM (snacks with our sponsors in the Palmetto Ballroom)

PM Break: 1:45 - 2:00 PM (snacks with our sponsors in the Palmetto Ballroom)

7:30 - 11:00 AMBusiness Income Tax Update: Navigating the Current Tax Landscape
7:30 - 11:00 AMFinance Business Partnering: Techniques for Effective and Impactful Communication
7:30 - 11:00 AMBuilding a Better Team: Being a Better Manager & Teammate
7:30 - 11:00 AMThe Bottom Line on the New Lease Accounting Requirements
11:00 AM - 12:00 PMLunch break with our sponsors in the Palmetto Ballroom
12:00 - 3:30 PM Accounting and Auditing Update for Small Businesses
12:00 - 3:30 PM Practical Guide to Trusts
12:00 - 3:30 PM Seeing Beyond the Numbers: Financial Statement Analysis for CFOs & Controllers
12:00 - 3:30 PM Preparation, Compilation, and Review Engagements: Update and Review
3:30 - 5:00 PMMACPA Beachside Bash (families welcome!)

Wednesday, 6/19

AGENDA: Wednesday, 6/19

AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)

PM Break: 2:40 - 2:50 PM (snacks with our sponsors in the Palmetto Ballroom)

7:30 - 11:00 AMReal-World Fraud Found in Governments
7:30 - 11:00 AMIndividual Income Tax Update: Navigating the Current Tax Landscape Tax Update
7:30 - 11:00 AMUsing Data Analytics to Give You a Competitive Advantage - Data Types, Data Inquiries, and Data Integrity
7:30 - 11:00 AMFinance Business Partnering: The Changing Finance Function and Technology Impacts
11:00 AM - 12:00 PMLunch Break with our sponsors in the Palmetto Ballroom
12:00 - 3:30 PM Real-World Fraud Found in Not-for-Profits
12:00 - 3:30 PM Retirement Planning Issues: Where We Stand Now
12:00 - 3:30 PM Lifecycle Financial Planning - Getting Money to Small Business Owners
12:00 - 3:30 PM Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

AGENDA: Wednesday, 6/19

AM Break: 9:15 -9:30 AM (snacks with our sponsors in the Palmetto Ballroom)

PM Break: 2:40 - 2:50 PM (snacks with our sponsors in the Palmetto Ballroom)

7:30 - 11:00 AMReal-World Fraud Found in Governments
7:30 - 11:00 AMIndividual Income Tax Update: Navigating the Current Tax Landscape Tax Update
7:30 - 11:00 AMUsing Data Analytics to Give You a Competitive Advantage - Data Types, Data Inquiries, and Data Integrity
7:30 - 11:00 AMFinance Business Partnering: The Changing Finance Function and Technology Impacts
11:00 AM - 12:00 PMLunch Break with our sponsors in the Palmetto Ballroom
12:00 - 3:30 PM Real-World Fraud Found in Not-for-Profits
12:00 - 3:30 PM Retirement Planning Issues: Where We Stand Now
12:00 - 3:30 PM Lifecycle Financial Planning - Getting Money to Small Business Owners
12:00 - 3:30 PM Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

2024 Featured Instructors

David Peters, CPA, CFP, CPCU, MST, MBA

David Peters, CPA, CFP, CPCU, MST, MBA


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.

Bruce Shepard, CPA, MBA

Bruce Shepard, CPA, MBA


Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring and negotiations. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.

Daniel Bradley, CPA

Daniel Bradley, CPA


Dan graduated with highest distinction from Penn State. Dan, who serves clients in the for-profit, not-for-profit, and governmental are­nas, began his career at Young, Oakes, Brown & Company, P.C., in 1983 where he was instrumental in building the Firm into one of the larg­est between Pittsburgh and Harrisburg and became a shareholder in 1995. Dan is a nationally recognized lecturer in Accounting and Au­diting topics and has been a three-time recipient of the prestigious American Institute of Certified Public Accountants (AICPA) Outstanding Discussion Leader Award.

Arthur Werner, J.D., M.S.

Arthur Werner, J.D., M.S.


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.

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MACPA Emerge

Hotel Information

Princess RoyalE, 9100 Coastal HIGHWAy
Ocean City, MD 21842 US

Call the hotel directly reservations direct number: 1-800-476-9253  

Ask for the group name Maryland Association of CPAs or block code CPA24 and let them know the dates you want to book.Booking online, go to our website www.princessroyale.com under promo code enter code: CPA24  Enter the group dates of June 16th–20th, 2024 and proceed with making your reservation.

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: 1-800-476-9253  

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Register for sessions and spend time in Ocean City earning CPE and connecting with your professional community.