Growth, innovation top agenda at first-ever Maryland Business and Accounting Expo
kicks off the Expo by introducing
keynote speaker James Swartz.
Hundreds of CPAs and hundreds more exhibitors, business leaders and students invaded the Baltimore Convention Center in June for the inaugural Maryland Business and Accounting Expo, an MACPA event that paved the way to business growth and innovation.
Featuring an impressive lineup of thought leaders, innovators and entrepreneurs, the Expo’s goal was to address some of the most pressing challenges facing business leaders today. Issues like rising energy and health care costs, workforce issues like talent shortages and generational gaps, and changing regulations and standards are at the top of the list of concerns for many executives – at least the ones Tom Hood has talked to – and he said the time had come to address those challenges.
“It almost seems as if business as usual just doesn't cut it anymore,” said Hood, the MACPA’s executive director. “The question was, how do we endure and prosper in the face of continuous market, economic and environmental changes? We need to learn to harness those winds of change and turn them to our advantage.”
The speakers included such high-profile dignitaries as these:
- Ian Dingwall, chief accountant of the U.S. Department of Labor, who spoke about issues related to employee benefit plan audits.
- James Swartz, co-author of Seeing David in the Stone, who offered ideas on how to find and seize great opportunities.
- Lean expert and award-winning author Jerry Solomon.
- Mark Koziel, a senior technical manager with the AICPA, who addressed staffing concerns and talent management.
- Ron Baker of the Verasage Institute, who spoke about pricing issues.
- Greg LaFollette, executive editor of The CPA Technology Advisor.
- Mike Willis, founding chairman of XBRL International.
expo photos
Check out more photographs from the first Maryland Business and Accounting Expo.
thank you!
Special thanks to the following organizations for their support of the Maryland Business and Accounting Expo.
Sponsors
- Platinum Sponsor: Intuit
- Diamond Sponsor: Richard J. Princinsky & Associates
- Gold Sponsor: Microsoft Dynamics
- Silver Sponsor: PNC
- Bronze Sponsor: CCH
- Sponsor: Ober Kaler
- Sponsor: Oracle
- Sponsor: Business Learning Institute
Partners in the Profession
- Aronson & Company
- Arthur F. Bell Jr. & Associates
- BDO Siedman
- Clifton Gunderson
- Deloitte & Touche
- Ellin & Tucker, Chartered
- Ernst & Young
- Glass Jacobson
- Grant Thornton
- Gross, Mendelsohn & Associates
- Hertzbach
- KAWG&F
- KPMG
- McLean, Koehler, Sparks & Hammond
- PricewaterhouseCoopers
- Reznick Group
- RSM McGladrey
- SC&H Group
- Stoy Malone
Media sponsors
- Accountants Media Group
- Baltimore Business Journal
- The CPA Technology Advisor
- SmartCEO
Exhibitors
- See a complete list of exhibitors here.
WII drawing
Expo attendees who submitted feedback forms were eligible for a drawing for a Nintendo Wii home video game console.
The winner was Leslie Dickson, who works in the finance department at The (Baltimore) Sun and has been an MACPA member since 1989.
Congratulations, Leslie!
The Expo also featured the first-ever CPE session for CPAs to be held simultaneously in real life and the virtual world of Second Life. The session, titled “The Future of Small Business and What CPAs Need to Know,” was presented by Intuit’s Catherine Harrell and Steve Blundell and examined trends that will impact small businesses over the next decade.
A second session, titled “The Virtual World of Second Life,” was also held simultaneously in both real life and Second Life.
Other sessions addressed strategic issues like leadership, management and innovating thinking, as well as a wide variety of technical issues, including regulatory changes, tax issues, budgeting, fraud prevention and the like.
“We wanted share best practices, thought leaders and pathfinders and help business leaders begin to learn how to deal with this turbulent environment,” said Hood.
Download materials in PDF format from individual sessions below:
Day 1 workshops
- How to Find and Seize Great Opportunities
Speaker: James B. Swartz - Dollars & Sense: Creating a Respectful Workplace
Speaker: Joe Lemmon, LCSW-C, SEAP - Financial Services Best Practices: Imperative for Building a Successful Wealth Management Business
Speaker: Kurt Restine, Regional Business Development Director, Mid-Atlantic, 1st Global, Inc. - Mobile Warrior Toolkit
Speaker: Chris Jenkins, MCP+I, MCTS, MCSE, CCNA, CISSP, Chief Technology Strategist, Ohio Society of CPAs - What CPAs Need to Know About Lean
Speaker: Jerry Solomon, MarquipWardUnited - Overview of Reverse Mortgages
Speaker: Connie Friedman, Wells Fargo Home Mortgage - What's New in QuickBooks
Speaker: Erin Eckert, Intuit - Ceasar's Wife: Ethics for Leaders
Speaker: Greg Conderacci, Business Learning Institute - Top Ten "Gotchas" Regarding Incorporating or Forming an LLC
Speaker: Moshe Meppen, Director of Product Development, Intuit's MyCorporation - The Valuation Process and Accounting Services
Speakers: Lynette E. Brown, Director, CPA, MBA, Invotex Group
Neil H. Demchick, Managing Director, CPA, CBA, CIRA, CVA, MBA, Invotex Group
Jennifer K. Vanderhart, Managing Director, Ph.D., Invotex Group - How to Respond When the IRS or State Taxing Authority Calls and Other Hot Tax Topics
Speaker: Stuart Schabes, Esq., Ober, Kaler, Grimes & Shriver, P.C. - Excel 2007 Update: New Features
Speaker: Judy Borsher, CPA, SCG Training & Consulting - Hats in the CFO's Belfry
Speaker: Tom Foard, CPA, Publishers Circulation Fulfillment - State Board of Public Accountancy Update (no materials available)
Speaker: Raymond Speciale, CPA, Esq., Mt. St. Mary's College - QuickBooks in Your Own Office, Part 1 | Part 2
Speaker: Wayne Greenfeld, Intuit - Update on Access to and Affordability of Healthcare in Maryland (no materials available)
Speakers: Rick Princinsky and James Brochin, RJP Associates - FIN 48 Technical Requirements
Speakers: Scott Somerville, CPA, Tax Partner, Ernst & Young LLP
Arun Subhas, CPA, Senior Tax Manager, Ernst & Young LLP - E-mail Management: The Power and Pitfalls of E-mail (no materials available)
Speaker: Guillermo Rodriguez Jr., Wolters Kluwer Tax, Accounting & Legal - AICPA's 2008 Top Technology Initiatives
Speaker: Mark Mayberry, CPA, CITP, CISA - Staffing Concerns: Strategic Look Inward for Potential Solutions
Speaker: Mark Koziel, CPA, AICPA - Long-Term Care Insurance: Policy Features & Plan Design
Speakers: Melissa Barnickel, CPA, CLTC, RJP Associates
Jeff Merwin, CLU, RHU, Group LTC Services, LLC - Pricing on Purpose
Speaker: Ronald Baker, CPA, Business Learning Institute - 2007 PCPS MAP Top Issues Survey
Speaker: Mark Koziel, CPA, AICPA - Grow and Balance Your Practice by Adding New, Non-Tax Filing Services
Speaker: Moshe Meppen, Senior Product Leader, MyCorporation.com, an Intuit Company - Automatic Enrollment: The Future for 401(k) Plans
Speaker: Debbie Turner, QPA, CPC, RSM McGladrey, Inc. - The College Savings Plans of Maryland
Speaker: John Trader, College Savings Plans of Maryland - Budgeting & Forcasting Tools (no materials available)
Speaker: Timothy Lally, CPA, President, KTL Solutions, Inc. - Succession Planning
Speaker: Joel Sinkin, CPA, Accounting Transition Advisors - Cost Segregation Studies: A Tax Savings Tool for CPAs' Commercial Real Estate Clients
Speakers: Bruce Johnson, Bedford Capital Consulting - The Digital Tax & Accounting Office
Greg LaFollette, CPA, CITP, The CPA Technology Advisor - Searching for Heroes: New HR Metrics to Help Our Uncertain Times
Speaker" Karl Ahlrichs, SPHR, Business Learning Institute - Trashing the Timesheet: A Declaration of Independence
Speaker: Ronald Baker, CPA, Business Learning Institute - Ten Steps to Cleaning Up Your Clients' Data
Speaker: Erin Eckert, Intuit - The PNC Economic Outlook
Speaker: Robert A. Dye, Ph.D., Vice President / Senior Economist, The PNC Financial - Activities of the Special Inspector General for Iraq Reconstruction Group
Speakers: Glenn Furbish and David Warren, Office of the Special Inspector General - Avoiding Malpractice Minefields in a Weak Economy
Speaker: Joseph Wolfe, CNA Insurance Companies - Using Financial Modeling and What-If Scenarios in Client Engagements
Speaker: Michael McNeilly, Sageworks, Inc. - Fire Before You Hire: Aligning Strategy and Values with a "Lean" Culture
Speaker: Karl Ahlrichs, SPHR, Business Learning Institute - Business Metrics and Key Performance Indicators
Speaker: Dave Hartman, MBA, Hartman Business Technology - Delivering on Your Trusted Advisor Status with Your Small Business Clients (no materials available)
Speakers: Patrick Bonnaure and Michael Cerami, CPA2Biz, Inc. - Management Maturity Model (no materials available)
Speaker: Rick Humpress, Human Capital Management Specialist, Oracle Corporation - How to Value an Accounting Firm
Speaker: Joel Sinkin, CPA, Accounting Transition Advisors - Value-Added Audit Tools: The Ability to be More Efficient
Speaker: Tyra Hendrickson, Wolters Kluwer Tax, Accounting & Legal - Blogs, Podcasts & Social Media for CPAs
Speaker: Greg LaFollette, CPA, CITP, The CPA Technology Advisor - Energy Management: Finding the Strength to Get it Done
Speaker: Greg Conderacci, Business Learning Institute - Career Booster: What I Wish I Knew Before I Became a Manager (no materials available)
Speakers: New / Young Professionals Network Panel= - Audits of Employee Benefit Plans
Speaker: Ian Dingwall, CPA, Department of Labor - SBA: Finding Capital, Technical Assistance and Contracting Opportunities
Speakers: S. Edward Knox Jr., Lender Relations Specailist, U.S. Small Business Administration
Carl L. Hairston, Vice President, M&T Bank
Denny Kleppick, Vice President, Business Finance Group
Day 2 workshops
- Intnerviewing Techniques & Fraud Cases
Speaker: Dan Dreibelbis, CPA, Clifton Gunderson, LLP - Immigration Law Briefing: What You Need to Know (no materials available)
Speaker: Victor Cerda - XBRL: Leveraging Standards to Streamline Business Reporting Processes
Speaker: Mike Willis, CPA, PricewaterhouseCoopers - Ten Best Business Books (no materials available)
Speaker: Ronald Baker, CPA - Accounting Technology (no materials available)
Speaker: Robert Scott, Accounting Technology - The Future of Small Business and What CPAs Need to Know
Speakers: Catherine Harrell, Intuit
Steve Blundell, CPA, CITP, Partner Relations Manager and Accountant Advocate, Intuit - The Current State of Sarbanes-Oxley
Speaker: Jennifer Louis, CPA, Business Learning Institute - Reducing Healthcare Costs Through HSAs / HRAs and Other Insurance Trends for CPAs (no materials available)
Speakers: Rick Princinsky, RJP
Paul Madden, Whiteford Taylor and Preston - Leadership and GenerationsL What Are They Thinking?
Speaker: Lin Kroeger, CMC, Business Learning Institute - FIN 48 and Malpractice Risks
Speaker: Catherine Wu, CPA, Aon - The Bad Guys are VERY Interested in You and Your Clients' Business
Speaker: Terry Forish, CPA, U.S. Postal Inspection Service - Emerging Internal Control Best Practices
Speaker: Jennifer Louis, CPA, Business Learning Institute - 10% or Die
Speaker: James B. Swartz - Dynamics of Fraud
Speaker: Dan Dreibelbis, CPA, Clifton Gunderson LLP - 1031 Top Ten
Speaker: William Horan, Realty Exchange Corp. - The Small Business Administration Advantage: Access to Capital, What Every CPA Needs to Know
Speaker: Oliver J. Phillips, CPA, U.S. Small Business Administration - A New Vision for Accounting (FASB Financial Statement Presentation Project)
Speaker: Ken Kelly, CPA, Senior Vice President / Controller, McCormick and Company - One Quick and Simple Step to Better new Hires
Speaker: Eileen Levitt, HR Team, Inc. - Leadership in the Midst of Change: What Do I Do Monday Morning
Speaker: Lin Kroeger, CMC, Business Learning Institute - Understanding Fair Value Accounting
Speaker: Dr. Ray Thompson, CMA, CFM, CBA, Associate Professor, University of Pittsburgh-Johnstown - Pre-Retirement Planning and Social Security
Speaker: Erica Easter, Social Security Administration, Baltimore - Integrated Tax Planning Techniques
Speaker: Arthur Werner, J.D., M.S. (Taxation), Werner Rocca Seminars, LLC - Web 2.0 / Second Life
Speaker: Bill Sheridan, Maryland Association of CPAs - XBRL (Emphasis on SEC)
Speakers: Mike Willis, CPA, PricewaterhouseCoopers
Robert Tarola, CPA, W.R. Grace & Company - State Tax Update
Speakers: Beverly Richard, CPA, SC&H Group
Karen Syrylo, CPA
Members, MACPA State Taxation Committee - Turbulent Times: Short-Term Cash Investing in Today's Environment
Speaker: Scott Horan, Vice President and Product Group Manager, PNC - Residential Mortgage Credit Crisis (no materials available)
Speaker: Frank Perrin, CPA - Everything You Wanted to Know About Trusts in One Hour!
Speaker: Arthur Werner, J.D., M.S. (Taxation), Werner Rocca Seminars, LLC - Indentifying, Developing and Hanging onto Talent
Speaker: Dr. Alan Patterson, Business Learning Institute - Emerging Partner Program, Part 1 | Part 2 (no materials available)
Speaker: James Metzler, AICPA - Technology for Today's Accounting Firm: The Best Employee You Will Ever Hire
Speaker: John Colson, Thompson Tax & Accounting - The Virtual World of Second Life (no materials available)
Speakers: John Zdanowski and Sue Singer, Linden Lab - Asset Protection: The Need for it and the Pitfalls
Speaker: Steve Rosenzweig, Rosenzweig, Hollywood & McDowell - 990 Changes You Need to Know
Speaker: Phil Cornblatt, CPA, Reznick Group - Business Intelligence for Accounting Software (no materials available)
Speaker: Maureen Williams, Applied Business Services - Evaluating Team Performance
Speaker: Dr. Alan Patterson, Business Learning Institute - NASBA: Future Compliance
Speaker: Carla Blake, NASBA - Fiduciary Litigation: Aging Boomers and Their Parents Drive an Upswing in Disputes
Speaker: James Edwards Jr., Esq., Ober Kaler, Grimes & Shriver - NASBA CPEtracker: Keeping Track of CPE (no materials available)
Speaker: Anne E. Scalf, Compliance Services Product Manager, NASBA - What You Need to Know About International Standards (IFRS)
Speaker: Scott M. Bressler, CPA, Business Learning Institute, Managing Director of Financial Training International, Inc., and its Seminar Division - Lean Management and Strategic Implications
Speaker: Frank Ryan, CPA, Business Learning Institute
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