October 28, 2025


Live Webcast

AND

Watch Party

SC&H - Sparks
910 Ridgebrook Rd, Sparks Glencoe, Baltimore County, Maryland 21152-9390


8 CPE

40th Annual Personal Financial Planning Conference

CPE Credits Available

8 CPE
8
Specialized Knowledge

SC&H - Sparks

910 Ridgebrook Rd, Sparks Glencoe, Baltimore County, Maryland 21152-9390

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Things to Know About This Course

Professional Area of Focus

  • Personal Financial Planning

Provider

*Maryland

Agenda

October 28

Charting the Future: Exploring ChatGPT & Generative AI’s Impact on Accounting and Finance
Speaker:

Donald Tomoff

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Discover the future of finance and accounting with AI in this course, “Charting the Future: Exploring ChatGPT & Generative AI’s Impact on Accounting and Finance”. This course is designed to equip you with the knowledge and skills to navigate the rapidly evolving landscape of AI and its integration into everyday work processes.

Topics include AI tools like ChatGPT, CoPilot, Gemini and you’ll learn how to augment your workflow, eliminate friction, and how AI can become a force multiplier. We’ll explore how AI has been/will be integrated into widely used platforms like Microsoft Office Suite, Google Suite, and collaboration tools like Slack and Teams.

Finally, you’ll learn how to adapt and thrive in the AI era. We offer actionable steps including identifying opportunities for AI integration, upskilling, experimentation, addressing ethical and legal considerations, and managing data.


Break

TBD

This session is still being planned. Check back for more details.


Break

AI + The Wealth Management Landscape
Speaker:

Yelena Melamed

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This session is still being planned. Check back for more details.


Break

What Accountants Need to Know About The Financial Aspects of Divorce and Pre-Marital Agreements
Speaker:

Ferrier Stillman

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This program will explore current Maryland law on division of assets, including real estate, investments, retirement funds, businesses, inventions, copyrights, trademarks and other intellectual property, as well as alimony, and child support in divorce cases. Maryland law concerning Pre-Marital Agreements will also be addressed because of the vital role they play affecting spouses’ rights and legal obligations in estate planning and divorce.


Lunch

Power of Personal Storytelling
Speaker:

Jake DeKinder

This session is still being planned. Check back for more details.


Break

Streamlining Estate Planning: Practical Strategies & Tech Solutions for Everyday Clients
Speaker:

Patrick Carlson

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This session is still being planned. Check back for more details.


Break

Tax Impact of Planning
Speaker:

Justin Fitzpatrick

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Break


Economic Update
Speaker:

Daraius Irani

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