Mid-Atlantic Beach Retreat

The VSCPA is thrilled to introduce the Mid-Atlantic Beach Retreat, in partnership with the Maryland Association of CPAs (MACPA). This exciting new event takes our long-standing tradition of beachside learning to the next level! Less than three hours from Virginia Beach and Washington, D.C., this event provides you with the opportunity to enjoy a fun beach vacation while getting in some learning to help you professionally.

This event is fully customizable — pick and choose the seminars you want to attend for an à la carte experience. You'll only pay for the seminars you choose.

June 23–25, 2025
Ashore Resort & Beach Club
10100 Coastal Highway
Ocean City, MD 21842
(410) 524-3535

Expert speakers and topics

We’re bringing together top speakers from both Virginia and Maryland for engaging, interactive sessions covering essential topics that will keep you ahead of the curve. Expect a mix of crowd-favorite presentations and brand-new voices addressing cutting-edge trends in tax, technology, CFO skills and leadership.

John Higgins, CPA Technology	Clare Levison, CPA HR/professional development	David Peters, CPA Business management	Bill Taylor, CPA Tax	Art Werner, J.D. Tax

Register and pay for each seminar separately.
 

Monday, June 23, 2025

7:30 a.m. – 3:30 p.m.

• Mega Ethics Morning + Free CPE
  Satisfies Virginia and Maryland ethics requirements.

9:20 a.m. – 3:30 p.m.

• Virginia Regulatory Ethics 2025 + Free CPE
  Satisfies Virginia ethics requirement.

4 – 6 p.m.

• *Complimentary* Welcome Reception (registration required)

​​​​Tuesday, June 24, 2025

7:30 – 11 a.m.

• AI for CFOs: How It Works & How to Apply It
• Building a Better Team: Being a Better Manager & Teammate
• Change Management
• Individual Income Tax Update: Navigating the Current Tax Landscape

Noon – 1:40 p.m.

• Coverages & Exclusions for Basic Business Policies
• Cryptocurrency 15 Years Later: A Market Update
• Leadership Styles
• Retirement Planning Issues: Where We Stand Now

1:50 – 3:30 p.m.

• Multistate Taxation: Issues & Planning Opportunities
• The Next Step: Succession Planning Fundamentals & Basic Documents
• Risk Management
• Securing Your Data With a Password Management App

Wednesday, June 25, 2025

7:30 – 11 a.m.

• Best S Corporation, Limited Liability & Partnership Update
• Microsoft 365 Deep Dive: Save More Time, Make More Money
• Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
• Strategic Planning & Financial Analysis

Noon – 1:40 p.m.

• Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today's World
• Employee Development
• Mastering Microsoft Copilot AI for CPAs & CFOs
• Social Security: Dispelling Common Myths With Essential Truths

1:50 – 3:30 p.m.

• Business Communication
• Exploring Client Advisory Services: Communicating Financial Results to Stakeholders
• The Ins & Outs of HSAs
• Microsoft Outlook: Must-Know Email Tips Every User Should Know

Not just about the learning…

At the Mid-Atlantic Beach Retreat, we believe in balancing professional development with personal relaxation. Mornings will kick off with yoga sessions and group runs, followed by a variety of social activities, including a welcome reception, happy hours, and even offsite team-building adventures.

Make it a team outing or a family trip!

This retreat offers the perfect opportunity to blend work with vacation. Bring your team for a productive getaway or invite your family along for a summer beach vacation! Either way, we’re ready to welcome you to the Ashore Resort & Beach Club, where you can relax, network and recharge.

Exclusive room rates

Book your stay at our special room rate of $279/night. This discounted rate is available from June 22–25, 2025. Use this link to reserve your room. Need extra time at the beach? Just give the hotel a call at (410) 524-3535 to extend your stay at the special rate.

Note: The resort fee has been waived for our group. If you see a $35/night resort fee during booking, don’t worry — it will be removed before your reservation is finalized.

Thank you to the event sponsors!

We can’t wait to see you at the beach for the perfect blend of learning, relaxation and connection. 🌊 ☀️