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

New Tax Bill
Speaker:

Robert Keebler

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Learn about the new tax bill and how this will affect your clients. 


Break

AI + The Wealth Management Landscape
Speaker:

Patrick Hannon

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AI is transforming how financial advisors, CPAs, and other professionals find and connect with prospects. Patrick Hannon, VP of SaaS Commercialization at Fidelity Labs will walk through how new tools can quickly surface high-potential leads, create more personalized communications, and help prioritize outreach. Join Patrick to explore how these innovations are opening up powerful new growth opportunities for firms.


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

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Storytelling can be one of the most effective ways to present information, and when well-executed this communication technique has the potential to humanize data and help people view information through the lens of their own experiences.


Break

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

Patrick Carlson

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We'll explore practical estate planning strategies like Roth conversions, QCDs, QSBS planning, foundational trusts or wills, and advanced planning suitable for everyday clients. As we discuss the strategies, we'll weave in how technology tools such as AI-powered document review, automated calculations, and scenario modeling can streamline your practice and enhance client outcomes across all wealth levels.


Break

Tax Impact of Planning
Speaker:

Justin Fitzpatrick

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Break


Economic Update
Speaker:

Daraius Irani

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Gain valuable insights into the current economic landscape in this timely presentation. Our expert economist will analyze key indicators shaping the local outlook, including inflation trends, labor market dynamics, interest rates, and geopolitical developments. Discover what these factors mean for your business or clients, and learn strategies to navigate emerging risks and leverage new opportunities.


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