Mid-Atlantic Beach Retreat Information
Agenda, materials & more
Welcome to the Mid-Atlantic Beach Retreat!
Schedule and session materials | Top
Monday, June 23
7:30 – 9:10 a.m.
- A Culture of Regulatory Ethics: Making Ethics a Competitive Advantage
Seaside 2 & 3 | Materials
9:20 – 11 a.m.
Noon – 12:15 p.m.
- Cost Control Compliance: The Tech Advantage
Seaside 2 & 3 | Materials
12:15 – 12:30 p.m.
- Automate Tax Prep Using AI: Increasing Productivity by 3x
Seaside 2 & 3 | Materials
12:30 – 1 p.m.
- Scaling Your Business with AI: Unlocking Growth & Innovations
Seaside 2 & 3 | Materials
1 – 1:45 p.m.
- Avoiding Costly Mistakes: Overview of Foreign Bank Account and International Informational Reporting Requirements, Penalties & Remediation
Seaside 2 & 3 | Materials
1:50 – 2:05 p.m.
- Addressing Professional Liability Coverage Needs in the Fast-Changing Profession
Seaside 2 & 3 | Materials
2:05 – 2:20 p.m.
- Driving Business Results With Workforce Analytics
Seaside 2 & 3 | Materials
2:20 – 2:35 p.m.
- Elevate Your Advisory: Automation That Drives Results
Seaside 2 & 3 | Materials
2:35 – 2:50 p.m.
- Reduce Credit Card Processing Fees Without Switching Processors
Seaside 2 & 3 | Materials
2:55 – 3:30 p.m.
- Hot Tax Topics
Seaside 2 & 3 | Materials
4 – 6 p.m.
- Welcome Reception Sponsored by Frost Law
Exhibit Hall
Tuesday, June 24
7:30 – 11 a.m.
- AI for CFOs: How It Works & How to Apply It
Seaside 2 & 3 | Materials
- Building a Better Team: Being a Better Manager & Teammate
Seaside 6 | Materials
- Change Management
Seaside 5 | Materials
- Individual Income Tax Update: Navigating the Current Tax Landscape
Seaside 4 | Materials
Noon – 1:40 p.m.
- Exploring Client Advisory Services: 2024 Tax Update
Seaside 6 | Materials
- Cryptocurrency 15 Years Later: A Market Update
Seaside 5 | Materials
- Leadership Styles
Seaside 4 | Materials
- Retirement Planning Issues: Where We Stand Now
Seaside 2 & 3 | Materials
1:50 – 3:30 p.m.
- Multistate Taxation: Issues & Planning Opportunities
Seaside 2 & 3 | Materials
- The Next Step: Succession Planning Fundamentals & Basic Documents
Seaside 6 | Materials
- Risk Management
Seaside 4 | Materials
- Securing Your Data With a Password Management App
Seaside 5 | Materials
Wednesday, June 25
7:30 – 11 a.m.
- S Corporation, Partnership & LLC Tax Update
Seaside 2 & 3 | Materials
- Microsoft 365 Deep Dive: Save More Time, Make More Money
Seaside 4 | Materials
- Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
Seaside 6 | Materials
- Strategic Planning & Financial Analysis
Seaside 5 | Materials
Noon – 1:40 p.m.
- Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today's World
Seaside 5 | Materials
- Employee Development
Seaside 6 | Materials
- Mastering Microsoft Copilot AI for CPAs & CFOs
Seaside 4 | Materials
- Social Security: Dispelling Common Myths With Essential Truths
Seaside 2 & 3 | Materials
1:50 – 3:30 p.m.
- Business Communication
Seaside 4 | Materials
- Exploring Client Advisory Services: Communicating Financial Results to Stakeholders
Seaside 5 | Materials
- The Ins & Outs of HSAs
Seaside 6 | Materials
- Microsoft Outlook: Must-Know Email Tips Every User Should Know
Seaside 2 & 3 | Materials
CPE tracking | Top
To receive CPE credit, you must check in at the registration desk before each session you’re registered for.
Our staff will be there to assist you and check you in.
Please arrive a few minutes early to allow time for check-in.
You will receive your CPE certificate(s) within two weeks.
Parking information | Top
Parking is free for all attendees — whether you’re staying at the hotel or just joining us for a session.
Surface parking is available at the hotel, with overflow parking across the street.
Sponsors | Top
Thank you to our sponsors!
