2022 Beach Retreat: MACPA Future Ready Learning Lab


Join us for a complimentary series of TED talks that will kick off our 2022 Annual Beach Retreat! 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 2022 MACPA Beach Retreat by clicking here to register for all the programs at one time.


Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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Maryland Association of CPAs
Course Level
Professional Area of Focus
Future Ready
CPE Field of Study
Specialized Knowledge


Advanced Preparation


Princess Royale
9100 Coastal Hwy
Ocean City, MD 21842 US
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Event Information
Jun 21, 2022
1:00 pm - 2:45 pm EDT
Princess Royale
9100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits


Day 1

1:00 pm
A New Era for Accounting Automation with Botkeeper (Virtual Presentation)

Presenter:  Matt Jagst

The CAS practice area is driving significant growth for firms, and technology and automation is a critical enabler to ensure that firms are able to quickly and efficiently process bookkeeping for their clients as they build out their CAS practice.

1:15 pm
Presentation by MindBridge (Virtual Presentation)
1:30 pm
Embrace Automation & Empower Staff with SafeSend

Presenters:  Katie Marquard and Joe Wroblewski

Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff! By standardizing the experience with the SafeSend Suite, you provide one platform that clients become comfortable with at every point in the tax engagement and staff know how to use.

1:45 pm
Presentation by ADP

Presenters:  Laura Jansen and Deb Zengrel

You do more than accounting. We do more than payroll. At ADP(R), we are designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

2:00 pm
The 5 Steps to Building A Solid Foundation For CAS with AccountantsWorld (Virtual Presentation)

Presenter:  Hitendra Patil

2:15 pm
Employment Practices Liability Coverage with AON

Presenters:  Robert Albertini and Candace Coach

2:30 pm
Presentation from Frost Law

Presenter:  Matt Eddleman


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2022 Beach Retreat: MACPA Future Ready Learning Lab

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