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 trends transforming the profession, including topics such as:
(click on each day to see the agenda)
DAY 1, Dec. 4
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 1 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:50 a.m. | 125 Years Forward: Honoring Our Legacy, Shaping What’s Next | Rebekah Olson, CEO, MACPA | Savedra Scott, Chair, MACPA Board of Directors | Kimberly Ellison-Taylor, Chair, MACPA Foundation Board |
| 8:50 a.m. – 9:20 a.m. | The Price Works. Does the Rest of the Deal? How to Protect Your Team, Clients, and Legacy When Choosing a Buyer2 | Brannon Poe, Founder, Poe Group Advisors |
| 9:20 a.m. – 9:50 a.m. | Coming soon! | FlyFin AI |
| 9:50 a.m. – 10:00 a.m. | Break | |
| 10:00 a.m. – 10:30 a.m. | AI Is Changing the Risk Game: Opportunities, Compliance, and What’s Ahead | Scott Hagizadegan, Founder & CEO, Shield IT Networks, Inc. |
| 10:30 a.m. – 11:00 a.m. | Coming soon! | TaxDome |
| 11:00 a.m. – 11:10 a.m. | Break | |
| 11:10 a.m. – 11:40 a.m. | The Security Gaps Hiding in Plain Sight: What CPA Firms Should Look for Before 2027 | Shannon Kaiser, General Manager, Summit HQ |
| 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. | Coming soon! | Robert Albertini, Senior Risk Advisor, Aon |
| 12:40 p.m. – 12:45 p.m. | Day 1 Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 1 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:50 a.m. | 125 Years Forward: Honoring Our Legacy, Shaping What’s Next | Rebekah Olson, CEO, MACPA | Savedra Scott, Chair, MACPA Board of Directors | Kimberly Ellison-Taylor, Chair, MACPA Foundation Board |
| 8:50 a.m. – 9:20 a.m. | The Price Works. Does the Rest of the Deal? How to Protect Your Team, Clients, and Legacy When Choosing a Buyer2 | Brannon Poe, Founder, Poe Group Advisors |
| 9:20 a.m. – 9:50 a.m. | Coming soon! | FlyFin AI |
| 9:50 a.m. – 10:00 a.m. | Break | |
| 10:00 a.m. – 10:30 a.m. | AI Is Changing the Risk Game: Opportunities, Compliance, and What’s Ahead | Scott Hagizadegan, Founder & CEO, Shield IT Networks, Inc. |
| 10:30 a.m. – 11:00 a.m. | Coming soon! | TaxDome |
| 11:00 a.m. – 11:10 a.m. | Break | |
| 11:10 a.m. – 11:40 a.m. | The Security Gaps Hiding in Plain Sight: What CPA Firms Should Look for Before 2027 | Shannon Kaiser, General Manager, Summit HQ |
| 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. | Coming soon! | Robert Albertini, Senior Risk Advisor, Aon |
| 12:40 p.m. – 12:45 p.m. | Day 1 Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
DAY 2, Dec. 11
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 2 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:35 a.m. | How the Other Side Thinks… | Luke Kiely, Founder & Chief Security Officer, ComplyWise |
| 8:35 a.m. – 9:05 a.m. | Coming soon! | Heather Sperduto, Vice President, Sales Operations, ADP |
| 9:05 a.m. – 9:35 a.m. | Coming soon! | Smartvault |
| 9:35 a.m. – 9:45 a.m. | Break | |
| 9:45 a.m. – 10:15 a.m. | Get Started with AI Accounting Agents | Logan Kieller, Growth Lead, Kick |
| 10:15 a.m. – 10:45 a.m. | Coming soon! | Cloud Accountant Staffing |
| 10:45 a.m. – 11:15 a.m. | What Law Firms Know About Getting Paid that CPA Firms Don't | Alfredo Garza, Enterprise Sales Director, 8am CPACharge |
| 11:15 a.m. – 11:25 a.m. | Break | |
| 11:25 a.m. – 11:55 a.m. | Coming soon! | OPEN |
| 11:55 a.m. – 12:25 p.m. | Coming soon! | OPEN |
| 12:25 p.m. – 12:55 p.m. | Coming soon! | OPEN |
| 12:55 p.m. – 1:00 p.m. | CPA Summit Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 2 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:35 a.m. | How the Other Side Thinks… | Luke Kiely, Founder & Chief Security Officer, ComplyWise |
| 8:35 a.m. – 9:05 a.m. | Coming soon! | Heather Sperduto, Vice President, Sales Operations, ADP |
| 9:05 a.m. – 9:35 a.m. | Coming soon! | Smartvault |
| 9:35 a.m. – 9:45 a.m. | Break | |
| 9:45 a.m. – 10:15 a.m. | Get Started with AI Accounting Agents | Logan Kieller, Growth Lead, Kick |
| 10:15 a.m. – 10:45 a.m. | Coming soon! | Cloud Accountant Staffing |
| 10:45 a.m. – 11:15 a.m. | What Law Firms Know About Getting Paid that CPA Firms Don't | Alfredo Garza, Enterprise Sales Director, 8am CPACharge |
| 11:15 a.m. – 11:25 a.m. | Break | |
| 11:25 a.m. – 11:55 a.m. | Coming soon! | OPEN |
| 11:55 a.m. – 12:25 p.m. | Coming soon! | OPEN |
| 12:25 p.m. – 12:55 p.m. | Coming soon! | OPEN |
| 12:55 p.m. – 1:00 p.m. | CPA Summit Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 1 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:50 a.m. | 125 Years Forward: Honoring Our Legacy, Shaping What’s Next | Rebekah Olson, CEO, MACPA | Savedra Scott, Chair, MACPA Board of Directors | Kimberly Ellison-Taylor, Chair, MACPA Foundation Board |
| 8:50 a.m. – 9:20 a.m. | The Price Works. Does the Rest of the Deal? How to Protect Your Team, Clients, and Legacy When Choosing a Buyer2 | Brannon Poe, Founder, Poe Group Advisors |
| 9:20 a.m. – 9:50 a.m. | Coming soon! | FlyFin AI |
| 9:50 a.m. – 10:00 a.m. | Break | |
| 10:00 a.m. – 10:30 a.m. | AI Is Changing the Risk Game: Opportunities, Compliance, and What’s Ahead | Scott Hagizadegan, Founder & CEO, Shield IT Networks, Inc. |
| 10:30 a.m. – 11:00 a.m. | Coming soon! | TaxDome |
| 11:00 a.m. – 11:10 a.m. | Break | |
| 11:10 a.m. – 11:40 a.m. | The Security Gaps Hiding in Plain Sight: What CPA Firms Should Look for Before 2027 | Shannon Kaiser, General Manager, Summit HQ |
| 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. | Coming soon! | Robert Albertini, Senior Risk Advisor, Aon |
| 12:40 p.m. – 12:45 p.m. | Day 1 Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 1 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:50 a.m. | 125 Years Forward: Honoring Our Legacy, Shaping What’s Next | Rebekah Olson, CEO, MACPA | Savedra Scott, Chair, MACPA Board of Directors | Kimberly Ellison-Taylor, Chair, MACPA Foundation Board |
| 8:50 a.m. – 9:20 a.m. | The Price Works. Does the Rest of the Deal? How to Protect Your Team, Clients, and Legacy When Choosing a Buyer2 | Brannon Poe, Founder, Poe Group Advisors |
| 9:20 a.m. – 9:50 a.m. | Coming soon! | FlyFin AI |
| 9:50 a.m. – 10:00 a.m. | Break | |
| 10:00 a.m. – 10:30 a.m. | AI Is Changing the Risk Game: Opportunities, Compliance, and What’s Ahead | Scott Hagizadegan, Founder & CEO, Shield IT Networks, Inc. |
| 10:30 a.m. – 11:00 a.m. | Coming soon! | TaxDome |
| 11:00 a.m. – 11:10 a.m. | Break | |
| 11:10 a.m. – 11:40 a.m. | The Security Gaps Hiding in Plain Sight: What CPA Firms Should Look for Before 2027 | Shannon Kaiser, General Manager, Summit HQ |
| 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. | Coming soon! | Robert Albertini, Senior Risk Advisor, Aon |
| 12:40 p.m. – 12:45 p.m. | Day 1 Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 2 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:35 a.m. | How the Other Side Thinks… | Luke Kiely, Founder & Chief Security Officer, ComplyWise |
| 8:35 a.m. – 9:05 a.m. | Coming soon! | Heather Sperduto, Vice President, Sales Operations, ADP |
| 9:05 a.m. – 9:35 a.m. | Coming soon! | Smartvault |
| 9:35 a.m. – 9:45 a.m. | Break | |
| 9:45 a.m. – 10:15 a.m. | Get Started with AI Accounting Agents | Logan Kieller, Growth Lead, Kick |
| 10:15 a.m. – 10:45 a.m. | Coming soon! | Cloud Accountant Staffing |
| 10:45 a.m. – 11:15 a.m. | What Law Firms Know About Getting Paid that CPA Firms Don't | Alfredo Garza, Enterprise Sales Director, 8am CPACharge |
| 11:15 a.m. – 11:25 a.m. | Break | |
| 11:25 a.m. – 11:55 a.m. | Coming soon! | OPEN |
| 11:55 a.m. – 12:25 p.m. | Coming soon! | OPEN |
| 12:25 p.m. – 12:55 p.m. | Coming soon! | OPEN |
| 12:55 p.m. – 1:00 p.m. | CPA Summit Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
| Time | Session Title / Description | Presenter |
|---|---|---|
| 8:00 a.m. – 8:05 a.m. | Welcome to Day 2 | Rebekah Olson, CEO, MACPA |
| 8:05 a.m. – 8:35 a.m. | How the Other Side Thinks… | Luke Kiely, Founder & Chief Security Officer, ComplyWise |
| 8:35 a.m. – 9:05 a.m. | Coming soon! | Heather Sperduto, Vice President, Sales Operations, ADP |
| 9:05 a.m. – 9:35 a.m. | Coming soon! | Smartvault |
| 9:35 a.m. – 9:45 a.m. | Break | |
| 9:45 a.m. – 10:15 a.m. | Get Started with AI Accounting Agents | Logan Kieller, Growth Lead, Kick |
| 10:15 a.m. – 10:45 a.m. | Coming soon! | Cloud Accountant Staffing |
| 10:45 a.m. – 11:15 a.m. | What Law Firms Know About Getting Paid that CPA Firms Don't | Alfredo Garza, Enterprise Sales Director, 8am CPACharge |
| 11:15 a.m. – 11:25 a.m. | Break | |
| 11:25 a.m. – 11:55 a.m. | Coming soon! | OPEN |
| 11:55 a.m. – 12:25 p.m. | Coming soon! | OPEN |
| 12:25 p.m. – 12:55 p.m. | Coming soon! | OPEN |
| 12:55 p.m. – 1:00 p.m. | CPA Summit Closing / Wrap-Up | Rebekah Olson, CEO, MACPA |
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