CPA Summit | MACPA

THE EDGE OF WHAT'S NEXT

CPA SUMMIT | December 4 & 11, 2026 (half-days)

Preparing Maryland CPAs for 2027

Two virtual half-days. Up to 10+ hours of CPE. Complimentary for MACPA members.

For 125 years, MACPA has brought CPAs and finance professionals together, building a community that helps them navigate change and learn from one another.

CPA Summit brings together industry leaders who work closely with accounting and finance teams every day. Their perspective gives members a practical look at the trends, challenges, and technologies shaping the profession, including what they are seeing across firms and organizations, what is changing fastest, and what CPAs should be preparing for next.

We'll dive into the key trends transforming the profession, including:

Talent acquisition & retention
How to be an effective and inspiring leader
Game-changing impacts of emerging technologies like AI
Examining recent issues affecting the profession and possible solutions
Complexities of today’s regulatory environment
Finding support and inspiration in the peer community to help our profession thrive

REGISTRATION IS OPEN NOW! FULL AGENDA TO BE UPDATED SOON

VIEW THIS YEAR'S WORKING AGENDA

2026 CPA Summit Working Schedule

(click on each day to see the agenda)

DAY 1, Dec. 4

CPA Summit Day 1 | December 4, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 1	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:50 a.m.	125 Years Forward: Honoring Our Legacy, Shaping What’s Next	Rebekah Olson, MACPA CEO; Savedra Scott; Kimberly Ellison-Taylor
8:50 a.m. – 9:20 a.m.	Session 2	Poe Group
9:20 a.m. – 9:50 a.m.	Session 3	FlyFin AI
9:50 a.m. – 10:00 a.m.	Break
10:00 a.m. – 10:30 a.m.	Session 4	Shield IT Network
10:30 a.m. – 11:00 a.m.	Session 5	TaxDome
11:00 a.m. – 11:10 a.m.	Break
11:10 a.m. – 11:40 a.m.	Session 6	OPEN
11:40 a.m. – 12:10 p.m.	Agentic Workflow Automation: The Accounting Workflows AI Is Transforming Next	Jay Harden, Partner Consultant, Ramp
12:10 p.m. – 12:40 p.m.	Session 8	Robert Albertini, AON
12:40 p.m. – 12:45 p.m.	Day 1 Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 1 | December 4, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 1	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:50 a.m.	125 Years Forward: Honoring Our Legacy, Shaping What’s Next	Rebekah Olson, MACPA CEO; Savedra Scott; Kimberly Ellison-Taylor
8:50 a.m. – 9:20 a.m.	Session 2	Poe Group
9:20 a.m. – 9:50 a.m.	Session 3	FlyFin AI
9:50 a.m. – 10:00 a.m.	Break
10:00 a.m. – 10:30 a.m.	Session 4	Shield IT Network
10:30 a.m. – 11:00 a.m.	Session 5	TaxDome
11:00 a.m. – 11:10 a.m.	Break
11:10 a.m. – 11:40 a.m.	Session 6	OPEN
11:40 a.m. – 12:10 p.m.	Agentic Workflow Automation: The Accounting Workflows AI Is Transforming Next	Jay Harden, Partner Consultant, Ramp
12:10 p.m. – 12:40 p.m.	Session 8	Robert Albertini, AON
12:40 p.m. – 12:45 p.m.	Day 1 Closing / Wrap-Up	Rebekah Olson, MACPA CEO

DAY 2, Dec. 11

CPA Summit Day 2 | December 11, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 2	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:35 a.m.	Session 9	ComplyWise
8:35 a.m. – 9:05 a.m.	Session 10	Heather Sperduto, ADP
9:05 a.m. – 9:35 a.m.	Session 11	Smartvault
9:35 a.m. – 9:45 a.m.	Break
9:45 a.m. – 10:15 a.m.	Session 12	Kick
10:15 a.m. – 10:45 a.m.	Session 13	Cloud Accountant Staffing
10:45 a.m. – 11:15 a.m.	Session 14	8am CPACharge
11:15 a.m. – 11:25 a.m.	Break
11:25 a.m. – 11:55 a.m.	Session 15	SummitHQ
11:55 a.m. – 12:25 p.m.	Session 16	OPEN
12:25 p.m. – 12:55 p.m.	Session 17	OPEN
12:55 p.m. – 1:00 p.m.	CPA Summit Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 2 | December 11, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 2	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:35 a.m.	Session 9	ComplyWise
8:35 a.m. – 9:05 a.m.	Session 10	Heather Sperduto, ADP
9:05 a.m. – 9:35 a.m.	Session 11	Smartvault
9:35 a.m. – 9:45 a.m.	Break
9:45 a.m. – 10:15 a.m.	Session 12	Kick
10:15 a.m. – 10:45 a.m.	Session 13	Cloud Accountant Staffing
10:45 a.m. – 11:15 a.m.	Session 14	8am CPACharge
11:15 a.m. – 11:25 a.m.	Break
11:25 a.m. – 11:55 a.m.	Session 15	SummitHQ
11:55 a.m. – 12:25 p.m.	Session 16	OPEN
12:25 p.m. – 12:55 p.m.	Session 17	OPEN
12:55 p.m. – 1:00 p.m.	CPA Summit Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 1 | December 4, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 1	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:50 a.m.	125 Years Forward: Honoring Our Legacy, Shaping What’s Next	Rebekah Olson, MACPA CEO; Savedra Scott; Kimberly Ellison-Taylor
8:50 a.m. – 9:20 a.m.	Session 2	Poe Group
9:20 a.m. – 9:50 a.m.	Session 3	FlyFin AI
9:50 a.m. – 10:00 a.m.	Break
10:00 a.m. – 10:30 a.m.	Session 4	Shield IT Network
10:30 a.m. – 11:00 a.m.	Session 5	TaxDome
11:00 a.m. – 11:10 a.m.	Break
11:10 a.m. – 11:40 a.m.	Session 6	OPEN
11:40 a.m. – 12:10 p.m.	Agentic Workflow Automation: The Accounting Workflows AI Is Transforming Next	Jay Harden, Partner Consultant, Ramp
12:10 p.m. – 12:40 p.m.	Session 8	Robert Albertini, AON
12:40 p.m. – 12:45 p.m.	Day 1 Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 1 | December 4, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 1	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:50 a.m.	125 Years Forward: Honoring Our Legacy, Shaping What’s Next	Rebekah Olson, MACPA CEO; Savedra Scott; Kimberly Ellison-Taylor
8:50 a.m. – 9:20 a.m.	Session 2	Poe Group
9:20 a.m. – 9:50 a.m.	Session 3	FlyFin AI
9:50 a.m. – 10:00 a.m.	Break
10:00 a.m. – 10:30 a.m.	Session 4	Shield IT Network
10:30 a.m. – 11:00 a.m.	Session 5	TaxDome
11:00 a.m. – 11:10 a.m.	Break
11:10 a.m. – 11:40 a.m.	Session 6	OPEN
11:40 a.m. – 12:10 p.m.	Agentic Workflow Automation: The Accounting Workflows AI Is Transforming Next	Jay Harden, Partner Consultant, Ramp
12:10 p.m. – 12:40 p.m.	Session 8	Robert Albertini, AON
12:40 p.m. – 12:45 p.m.	Day 1 Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 2 | December 11, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 2	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:35 a.m.	Session 9	ComplyWise
8:35 a.m. – 9:05 a.m.	Session 10	Heather Sperduto, ADP
9:05 a.m. – 9:35 a.m.	Session 11	Smartvault
9:35 a.m. – 9:45 a.m.	Break
9:45 a.m. – 10:15 a.m.	Session 12	Kick
10:15 a.m. – 10:45 a.m.	Session 13	Cloud Accountant Staffing
10:45 a.m. – 11:15 a.m.	Session 14	8am CPACharge
11:15 a.m. – 11:25 a.m.	Break
11:25 a.m. – 11:55 a.m.	Session 15	SummitHQ
11:55 a.m. – 12:25 p.m.	Session 16	OPEN
12:25 p.m. – 12:55 p.m.	Session 17	OPEN
12:55 p.m. – 1:00 p.m.	CPA Summit Closing / Wrap-Up	Rebekah Olson, MACPA CEO

CPA Summit Day 2 | December 11, 2026

Time	Session Title / Description	Presenter
8:00 a.m. – 8:05 a.m.	Welcome to Day 2	Rebekah Olson, MACPA CEO
8:05 a.m. – 8:35 a.m.	Session 9	ComplyWise
8:35 a.m. – 9:05 a.m.	Session 10	Heather Sperduto, ADP
9:05 a.m. – 9:35 a.m.	Session 11	Smartvault
9:35 a.m. – 9:45 a.m.	Break
9:45 a.m. – 10:15 a.m.	Session 12	Kick
10:15 a.m. – 10:45 a.m.	Session 13	Cloud Accountant Staffing
10:45 a.m. – 11:15 a.m.	Session 14	8am CPACharge
11:15 a.m. – 11:25 a.m.	Break
11:25 a.m. – 11:55 a.m.	Session 15	SummitHQ
11:55 a.m. – 12:25 p.m.	Session 16	OPEN
12:25 p.m. – 12:55 p.m.	Session 17	OPEN
12:55 p.m. – 1:00 p.m.	CPA Summit Closing / Wrap-Up	Rebekah Olson, MACPA CEO