2019 #FutureReady Summit Learning Labs


Join us for a complimentary series of TED-style talks 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.


Major Topics
  • Cloud Accounting
  • Audit Automation
  • Workflow and Productivity
  • Blockchain and AI
  • Cybersecurity
  • Risk Management
  • Human Resources
    And more!
Maryland Association of CPAs
Course Level
Professional Area of Focus
Future Ready
CPE Field of Study
Specialized Knowledge
Business Management & Organization
Who Should Attend

All accounting and finance professionals that want to take their company, firm, or career to the next level.



Advanced Preparation


Sheraton Baltimore North
903 Dulaney Valley Rd
Towson, MD 21204 US
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Dec 2, 2019
1:00 pm - 5:00 pm EDT
Sheraton Baltimore North
903 Dulaney Valley Rd
Towson, MD 21204 US
Total CPE Credits


Day 1

1:00 pm
How to Reinvent Yourself for the AI-Driven World - Jasen Stine, Intuit
1:15 pm
The Future of AI in Accounting - Byron Patrick, Botkeeper

New technology just keeps coming and ultimately, Accountants will have to adopt technology into their Firms to stay current.  But it doesn’t have to be scary or daunting.  In this presentation we’ll discuss the terms AI (Artificial Intelligence) and ML (Machine Learning) — and how they are being utilized in the Accounting industry today and in the future.

1:30 pm
Trajectory, not Transaction – the Real Foundation of Advisory Relationships - Will Hill, Thomson Reuters

As firms wrestle with what it means to be an advisory-centric firm many have found clarity in engaging around their clients trajectory, not transactions. Learn how firms are making this distinction in the journey to client relationships that provide the firm and their clients a better result.

1:45 pm
Unlocking the Value in Workforce Data - Laura Jansen, ADP

The complexity of managing a workforce has only increased due to the opportunities presented by big data. Data science analyzes large amounts of data to identify patterns and uncover previously unknown relationships between different variables. This new knowledge can, in turn, be used to rein in costs, improve product or service quality, or keep people happy and engaged in their jobs. Laura Jansen from ADP will discuss the value of unlocking workforce data within your firm and client base.

2:00 pm
Managing Cyber Exposures - Robert Albertini, AON

A Cyber-attack can severely disrupt and damage a firms day to day operations. Everyone at a CPA firm or private business has a responsibility in managing these exposures. Preparation is key in making sure you are ready for when a cyber event occurs.

2:15 pm
How to Foster a Culture of Wellness through Benefits Programs - Liz Entin, SIG

Wellness is a buzz word these days, but what does it really mean? And how can wellness be a part of your workplace? Liz Entin, Director of Health Strategies & Solutions at SIG, offers smart and simple ways to foster a culture of wellness at your organization. Key takeaways of this talk include: proper messaging, offering support, boosting engagement & morale, and celebrating the small successes. Create a vision for wellness at your organization and make it a reality!

2:30 pm
The Emotional Impact of Technology on Firms and Their People - David Emmerman, Xero

We are going to discuss the impact of change in a firm as it transitions from a traditional services offering and migrate to some more advanced advisory whilst embracing technology and how that impacts not only the clients and the revenue of the firm, but the people.  Change is hard but sometimes we sit back and wait for things to improve without forcing the issue and the result of the leap with what we are going to dive into.

2:45 pm
Networking Break
3:00 pm
The importance of Cultural Intelligence for a CPA to Thrive Forward - Ila Kharbush, Business Learning Institute

We are living through unprecedented times where the world is getting smaller everyday. Your ability to distinguish your firm relies on an ability to both internally and externally absorb international cultures, ideas, practices, behaviors without effort in order to thrive as a globally mobile, culturally agile CPA

3:15 pm
Four Ways to Achieve Productivity, Simply Enabled - Wayne Leander, XCM Solutions

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

3:30 pm
Your Last Resort - Cyber Liability and Crime Insurance, Why They Won’t Pay! - Tom Blandford, eTrepid
3:45 pm
Dustin Hall, CPACharge
4:00 pm
AI-ming your firm towards the future - John Colthart, MindBridge AI

Do you know what the future of auditing will look like? With artificial intelligence poised to transform the profession, it’s time to move past the buzzwords and dive into the substance of what AI can do. With over 20 years experience leading transformations across finance and accounting functions, John Colthart delivers both the fundamentals of AI and what firms need to do to move themselves forward and compete in the marketplace of services driven by emerging technologies

4:15 pm
4:30 pm
CAS – What is your true value?, Orlando Hammonds, Sage

With the advent of automation the accounting profession is evolving, and the traditional tax and compliance business model is becoming less valuable. Come hear what your clients need in order to remain viable and thrive in today’s competitive environment, while strengthening your value proposition.

4:45 pm
Event Concludes


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2019 #FutureReady Summit Learning Labs

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