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.

Major Topics
  • Cloud Accounting
  • Audit Automation
  • Workflow and Productivity
  • Blockchain and AI
  • Cybersecurity
  • Risk Management
  • Robotic Process Automation
  • Human Resources
  • And more!
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
View in Google Maps
Event Information
Jun 21, 2022
1:00 pm - 2:45 pm EST
Princess Royale
9100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits


Day 1

1:00 pm
Grow Your Business by Offering Your Clients Automated Bookkeeping - Enrico Palmerino, Founder & CEO at botkeeper

Description: Learn where and how you can introduce AI and automation into your bookkeeping offerings. See AI in action, understand its capabilities, benefits, and limitations. And learn how a combination of machine + human can provide your clients with a better bookkeeping than either can by itself. Let AI be your accounting superpower!

1:15 pm
Client Advisory Services - Rachel Norvelle, Regional Field Sales Consultant at Sage

Description: TBD

1:30 pm
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.

1:45 pm
The Evolution of Work - Heather Sperduto, VP of Sales Operations at ADP

Description: TBD

2:00 pm
Shift to Advisory - Will Hill, Product Manager 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.

2:15 pm
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.

2:30 pm
Four Ways to Achieve Productivity, Simply Enabled - Marc Montpas, VP 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®


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2022 Beach Retreat: MACPA Future Ready Learning Lab

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