Get ready for the CPA Summit, the MACPA's signature virtual event, designed to unite forward-thinking CPAs, thought leaders, and innovators in the accounting field. This year’s summit will dive into the latest trends and challenges shaping the profession, offering exclusive insights to help you stay ahead of the curve.
Designed for today’s accounting and finance professionals, this two-day event delivers a powerful mix of inspiration, insight, and practical takeaways. Through a series of thought-provoking sessions and expert-led presentations, you'll explore key issues shaping the profession while connecting with peers and partners.
Don’t miss this opportunity to grow your network, learn from industry leaders, and elevate your expertise!
Agenda
Welcome to Day, Rebekah Olson, CPA, CEO, MACPA
Data-Driven Advisory: Harnessing AI to Navigate Workplace Trends
Presenter: Heather Sperduto, Vice President, Sales Operations - Accountant Channel, ADP
The workplace is evolving at an unprecedented pace, driven by technological innovation, generational shifts, and compliance complexity. AI, pay transparency, remote and multistate workforces, gig-economy dynamics, and regulatory changes are transforming not just how businesses operate, but also how accountants deliver strategic guidance.
In this session, ADP will explore the most impactful workplace trends and demonstrate how accountants can harness AI and data-driven insights to provide proactive, high-value advice to clients. Using real-world examples, you’ll learn how to leverage AI to help clients navigate compliance complexities, optimize compensation strategies, and better understand workforce dynamics.
Optimizing Workflow: Key to Successful Client Relationships
Presenter: Dawn Brolin, CPA, CFE, Financial Cents
Success in firm management starts with workflow that actually works. In this session, Dawn Brolin, CPA, CFE, will show how effective workflows not only streamline your team’s processes but also strengthen client relationships and trust. You’ll learn what defines a truly optimized workflow, how it directly impacts client satisfaction, and practical ways to improve your existing systems using the right technology. Dawn will share real-world examples of firms that have transformed communication, efficiency, and profitability by tightening up their workflow, so you can walk away ready to do the same in your own firm.
How Small and Midsize Firms Can Offshore Like the Top 100 Without the Same Scale and Budget
Presenter: Anshul Agrawal, CEO, June15 Consulting
Large CPA firms have mastered offshoring to solve their talent challenges and improve profitability. Smaller firms, however, often struggle with quality, control, and alignment. This session introduces a new approach towards offshoring, direct ownership, that lets small and midsize firms achieve the same results as Top 100 firms without the same budget or scale. A must-attend for firms that are evaluating offshoring or not satisfied with their current results.
Title: Best Tax Season Ever: 3 Modern Action Plans for Firms To Win Tax Season Before January Starts
Presenter: Tal Ben Bassat, CPA, CFO & COO, Anchor
Most firms survive tax season. A few turn it into their most profitable, most predictable part of the year. This course will show practitioners how to prepare now for the 2026 tax year using three modern action plans that accelerate revenue, eliminate accounts receivable, and create full control before January begins.
How to Become a CFO to Small Businesses
Presenter: Adam Lean, CEO & Co-Founder, The CFO Project
This session provides accounting professionals with a structured approach to understanding and delivering CFO advisory services to small business clients. The session emphasizes practical application, covering how to identify client needs, structure service offerings, and communicate value beyond compliance work. By the end of the session, learners will have a clear framework for implementing CFO services within their firm, enabling them to move from transactional work to strategic advisory while maintaining professional and ethical standards.
The Autonomous Finance Era: How AI Is Rewriting the CFO Playbook
Presenter: Danny Mohler, Channel Partner Lead, Ramp
AI is shifting finance from manual oversight to intelligent automation. Discover how Ramp powers a new generation of finance teams to move faster, make smarter decisions, and unlock strategic value through real-time insights and end-to-end automation.
CPA Summit Closing / Wrap-Up, Presenter: Rebekah Olson, MACPA CEO
