2019 Beach Retreat: MACPA Future Ready Learning Lab

Description

Join us for a complimentary series of TED talks that will kick off our 2019 Annual Beach Retreat this year! Our Future Ready Learning lab is led by those leading the exponential trends shift. Whether you want to learn more or are actively pursuing technology or business changes, this session is sure to be a great resource.


Part two of the MACPA Future Ready Learning Lab begins immediately following this program, starting at 3:00 pm.

Click here to register for part two >>


You can also find out more information about our 2019 MACPA Beach Retreat by clicking here to register for all the programs at one time.

Major Topics
  • Cloud Accounting
  • Audit Automation
  • Workflow and Productivity
  • Blockchain and AI
  • Cybersecurity
  • Risk Management
  • Robotic Process Automation
  • Human Resources
  • And more!
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
CPE Field of Study
Specialized Knowledge
2
Prerequisites

None

Advanced Preparation

None

Location

Princess Royale, 9100 Coastal Hwy, Ocean City, MD, USA

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When
Jun 25, 2019
1:00 pm - 2:45 pm EDT
Location
Princess Royale, 9100 Coastal Hwy, Ocean City, MD, USA
Total CPE Credits
2
Format
In-Person

Agenda

Day 1

06/25/2019
Four Ways to Achieve Productivity, Simply Enabled - Marc Montpas, VP of Sales at XCM

Description: Regulation is changing and more complex, and yesterday’s best practices are becoming obsolete. Attend this session and hear Marc Montpas share four ways tax, accounting, finance, operations, and audit professionals can positively react to this new norm and achieve Productivity, Simply Enabled®.

Client Advisory Services - Thomas Casey, Sr. Accountant Advocate at Sage

Description: TBD

Kickstarting Technological Change within your Firm - Chris Scanlon, Partner Sales Manager at Expensify

Description: A crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership. The first step is to identify which manual processes can easily be automated to save time, money, and headaches for your firm – but that’s the easy part. The hard part is finding the perfect tool for your case and then convincing everyone that the change will be worth it. Prepare for push back, prepare for pessimism, but don’t settle for the status quo.

TBD - Hillary Metheny, Elite District Manager at ADP

Description: TBD

Shift to Advisory - Scott Fleszar, Head of Customer Proposition at Thomson Reuters

Description: At Thomson Reuters, our belief is that the profession’s success from today forward rests with a more pronounced advisory role. For most firms, a roadmap for making this shift is needed, with the goal being to develop and implement an advisory services approach to engaging clients, rooted in a fundamental distinction between traditional compliance services and value-add advisory work. Hear Scott Fleszar talk about this prevailing profession trend and what we’re hearing from customers. For firm’s already there, the positive impact is practice wide – more meaningful client relationships, more engaging work for staff, and a healthier firm bottom-line.

Four Software Mistakes to Avoid - Jesse Branson, Account Manager, Southeast at Xero

Description:Do you know the number one reason clients leave their accounting firm? We’ll give you a hint – it has to do with technology. Join Jesse Branson for this exclusive behind-the-success look at an in-depth study of accounting and bookkeeping firms across the globe. We’ll share with you how to leverage technology to add scale to your firm, while helping you learn which software mistakes to avoid.

Are You Overworking Prep, Comp and Review Engagements? - Matt Towers, Product Marketing Manager, OnPoint PCR at CPA.com

Description: How confident are you that you are doing the appropriate amount of work for prep, comp and review engagements – no more, no less? In this session, we will discuss three key insights driven off of market research around prep, comp and review engagements that can help recalibrate your firm’s approach toward providing these services.

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2019 Beach Retreat: MACPA Future Ready Learning Lab


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