The 2016 CPA Summit is a one-day event where CPAs learn from the most important voices in the profession and find solutions to push careers forward. Topics include leadership, technology, cutting-edge trends, and emerging professional issues. This interactive event is the CPA event of the year!

***If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.

Learning Objectives
  1. See each individual session for more details.
Major Topics
Business Learning Institute
Course Level
Professional Area of Focus
Accounting & Auditing
Business & Industry
CPE Field of Study
Business Management & Organization
Computer Science*
Management Advisory Services*
Administrative Practice*
Who Should Attend
Advanced Preparation

Johns Hopkins Applied Physics Lab, 11100 Johns Hopkins Road, laurel, md

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Dec 15, 2016
8:00 am - 4:10 pm
Johns Hopkins Applied Physics Lab, 11100 Johns Hopkins Road, laurel, md
Total CPE Credits
In-Person + Simulcast


DAY 1 of 1 December 15, 2016
7:00 am - 8:00 am
Registration & Continental Breakfast
1 CREDIT 8:00 am - 8:50 am
Leading the Profession into the Future*


Tom Hood, CPA, CEO of MACPA and the Business Learning Institute, will lead this session on the profession and the future. Never before have we been so inundated with change and a shift in our profession. CPAs require new skills that are anticipatory and future focused. Utilizing Tom’s expertise as a lookout post for our association and profession he will share his insights on the opportunities, challenges, and trends that will affect all of us.

Speaker: Tom Hood, CPA, CITP, CGMA, MACPA & The Business Learning Institute, Richard Stang, CPA, DeLeon & Stang, CPAs and Advisors & Anoop Mehta, CPA, CGMA, Science Systems and Applications, Inc.

8:50 am - 9:00 am
Networking Break
1 CREDIT 9:00 am - 9:50 am
Future Office: Cloud Infrastructure and Communications to Power Your Organization

This session will focus on the changing landscape of technology and communications as organizations move form local infrastructure (traditional networks) into cloud based environments. This content will use Google’s G Suite (formerly Google Apps), Slack, and other cloud applications to show examples and real-life case studies on this transformation. Highlights include:

• What is involved with making the shift.
• Deciding when to make the shift to cloud infrastructure.
• Making the most of the tools available.
• Preparing your organizations culture for the change.
• Practical examples from organiations that have made the change.

This session will be fast paced and packed with real examples. Time for Q & A will be allowed as well. Bring your questions!

Speaker: Greg Rittler, CPA, Blue Ocean Ideas

Sage Live... The Next Generation of Accounting

In this real time demo of Sage’s latest product Thomas Casey from Sage will show the power of Sage’s newest cloud including:

• A single view of your business – Access all of your key data in one place. Natively integrated with your Salesforce Sales Cloud. Get a 360º of your business.
• Real-time decision making – Receive live newsfeeds and notifications. Drill down to the level of information you need. No data syncing needed.
• Multi-dimensional General Ledger – Track your financial performance the way you want from multiple perspectives such as territory, team, project…
• New way of working – Share and receive business information with your team from any device. Send or receive spend request using approval posts.
• Personalize to suit your business – Customize reports and scoreboards to track key performance indicators and define workflows that fit to your organization.
• Global accounting – Benefit a multilingual solution that meets your country’s requirements. Create a consolidated view of your global business.

Speaker: Ray Barlow, Sage Accountant Solutions

Accounting Today- Planning for Your Future (Drive the Shift or be Left Behind)*


How did the accounting profession get to where it is today, and where is it going to be tomorrow? Whether you want to help drive the shift or simply avoid getting left behind, join Amy Vetter as she contextualizes accounting’s past and reveals its future evolution. Amy will map current and imminent trends within a rapidly changing workforce, covering critical focal areas for firms that either want to grow or are planning future succession with technology adoptions and change management.

Speaker: Amy Vetter, CPA, CITP, CGMA, XERO

9:50 am - 10:10 am
Networking Break
1 CREDIT 10:10 am - 11:00 am
Data Security Best Practices – How to Help Prevent Fraudulent or Criminal Cyber Activities*


This program is designed to help participants understand cyber related losses trends, both from a frequency and loss cost standpoint.  We will discuss how the losses are occurring, and measures that can be taken to minimize the potential for loss. We will wrap up by explaining what you and your carrier should do in the event of a breach.

Speaker: Randy Miller, ARM, ALCM, ABCP, CIPT, CCSK, RRE, CNA & Richard Bacher, AON

Microsoft Office 365 Update

Judy will lead us through Microsoft Office 365. Including:

• Microsoft Office 365 Application Advantages
• Program Highlights
• Collaboration Features
• Costs and Benefits

Speaker: Judy Borsher, CPA, MBA, CGMA, CITP, MCT, SCG Training & Consulting Corporation

Retaining High Performing Employees and Key Leadership

MACPA’s partner organization TriBridge Partners will present strategies for retaining high performing players and key leadership team members. Paul’s experience in executive compensation and benefits will help anyone in a position that is trying to retain players in today’s competitive environment.

Speakers: Amy Polefrone, MPA, SPHR, SHRM-SCP, CVR, HR Strategy Group & Dave Morris, JD, CLU, ACFBA, Tribridge Partners

11:00 am - 11:10 am
Networking Break
11:10 am - 12:00 pm
What the New President Means for Future-Ready CPAs*


Mark Peterson, Executive Vice President – Advocacy, AICPA, will be analyzing the results of the presidential and congressional elections, and what they mean for the profession going forward. He will be looking at legislative issues in the upcoming 115th Congress, as well as the current regulatory environment and how it will be shaped by President-Elect Donald Trump.

Speaker: Mark Peterson, AICPA

12:00 pm - 1:00 pm
1:00 pm - 1:50 pm
Back To The Heart Of It All- Review of Georffrey Moore's Research "Accounting Services Harness the Power of the Cloud"

Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the objectives are set and vision is clear.  In this session, we will review the core principles of “Harness the Power of the Cloud”.  Review the lessons we can learn and focus on what matters most.

Speaker: Samantha Mansfield, CPA.COM

The Future of Payroll, Healthcare and the Affordable Care Act*



This session will focus on the possible changes to health care reform that many are anticipating under the new leadership in Washington D.C. Frank Kelly III will lead a discussion on how a reform or repeal of the Affordable Care Act (ACA) could impact employee benefits and payroll reporting, as well as present strategies for helping employers navigate the possible transitions while ensuring that they remain compliant with current regulations.

Speaker: Francis X. (Frank) Kelly III, CLU, RHU, REBC, Kelly & Associates Insurance Group / KELLY Payroll

Technology, Talent and Beyond: How strategic choices can help your firm prepare for the future

This session will feature firm leaders and thought leaders discussing their adoption of cloud and other new technologies.  We will discuss best practices, why and how firms are taking advantage of today’s technology to become more effective and efficient in their workflow.  The session will also cover how adopting technology for the firm of the future has had an effect on attracting and retaining clients and staff. 

Speakers,: Brian Siet, CPA, Wolters Kluwer,  Jody Padar, CPA, New Vision CPA Group, & Garrett Wagner CPA, CITP, Thaney & Associates, CPAs

1:50 pm - 2:10 pm
Networking Break
2:10 pm - 3:00 pm
Technology and Workplace Trends Roundtable

The world is changing faster than most of us can keep up with. Hear from technology and workplace experts on the latest in trends that are affecting our profession and the world. Bring your own questions as this session will be interactive.

Speakers: Greg Rittler, CPA, Blue Ocean Ideas, Robin Thieme, CPA, CITP, CGMA, Kensington Business Solutions & Byron Patrick, CPA, CITP, CGMA, Network Alliance

Creating Capacity Through Workflow Automation

Now is a good time to be an accountant. Learn how XCM software brings you the best in workflow automation. Mike will cover the best ways to utilize technology to maximize the efficiency and value of your organization.

Speaker: Mike Sabbatis, XCM

Data Visualization, Information Design and Dashboards: Making Your Financial Data More Compelling and Actionable*


The introduction of smartphones and tablet computers has resulted in an explosion of apps and technologies allowing accountants, using data visualization, information design and delivery techniques, to better deliver information to clients and to the boards and senior managements of the organizations in which they work.  Our goal as accountants: to deliver actionable financial information quickly in formats that are readily understandable and delivered in ways that our users can easily access.  If we are printing reports only on paper, or emailing PDFs of paper reports and spreadsheets, we will soon be left behind as the technology train leaves the station!  In this session we will cover some of the available technologies for data visualization and information design and delivery, and present a methodology for the steps involved in taking raw accounting data converting it into meaningful information and then presenting it in ways that take advantage of the latest data visualization and information design & delivery technologies.

Speaker: Eric Fraint, CPA, Your Part-Time Controller, LLC

3:00 pm - 3:20 pm
Networking Break
3:20 pm - 4:10 pm
Leading Through Disruption: The Role of the CPA*


Kimberly Ellison-Taylor knows technology and has a career rich with innovating and, when necessary, disrupting or leading through disruption. She is a past Chair of MACPA and In October, she took the reigns of leadership of AICPA. Kimberly brings a perspective and years of experience working in public accounting, government, big corporations and most recently serves as Director of Global Accounting Strategy for Oracle’s Financial Services Industry Group. Don’t miss this capstone session and leave inspired and equipped.

Speaker: Kimberly Ellison-Taylor, CPA, CGMA, Chairman of the AICPA, Oracle America


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