Register for Mid-Atlantic Coastal Conference

Select your sessions

June 22, 2026

Breakout Session

1A. NFP Tax & 990 Issues 7:30 am to 9:30 am

2.4 Credits Taxation

1B. Professional Ethical Considerations for CPAs 7:30 am to 9:30 am

2.4 Credits Behavioral Ethics

1C. Topic TBD 7:30 am to 9:30 am

2.4 Credits Specialized Knowledge

1D. The Algorithm Can't Do This: Leading People in the Age of AI 7:30 am to 9:30 am

2.4 Credits Personal Development

Breakout Session

2A. Current State of AI — Facts & Data, Demystifying AI & Tools & Examples 10:00 am to 12:00 pm

2.4 Credits Information Technology

2B. Yellow Book Update 10:00 am to 12:00 pm

2.4 Credits Accounting (Governmental)

2C.Topic TBD 10:00 am to 12:00 pm

2.4 Credits Economics

2D. Balancing the Books on AI: Managing Risk, Maximizing Reward 10:00 am to 12:00 pm

2.4 Credits Information Technology

Breakout Session

3A. Automating Accounting Workflows: How to save time and enable delegation 12:45 pm to 2:45 pm

2.4 Credits Computer Software & Applications

3B. Once Upon a Spreadsheet: The Art & Science of Data Storytelling 12:45 pm to 2:45 pm

2.4 Credits Communications & Marketing

3C. Employee Benefits Update: Trends 12:45 pm to 2:45 pm

2.4 Credits Personnel/Human Resources

3D. Upskilling That Sticks: From Content to Capability 12:45 pm to 2:45 pm

2.4 Credits Business Management & Organization

Breakout Session

4A. CPA Candidate Session-Invite Only 3:00 pm to 4:00 pm

1 Credits Specialized Knowledge

4B.Power Off - Strategies for Healthy Digital Boundaries 3:00 pm to 4:00 pm

1 Credits Personal Development

4C. HR Compliance Check-in: Strategies for Small Businesses adn the Advisors Who Guide Them 3:00 pm to 4:00 pm

1 Credits Business Management & Organization

4D. Rethinking Talent Strategy: How Offshoring Enables Growth, Retention & Leadership Continuity 3:00 pm to 4:00 pm

1 Credits Personnel/Human Resources

June 23, 2026

Breakout Session

5A. Technology Trends for CPAs & CFOs: 2026 Update 7:30 am to 9:30 am

2.4 Credits Information Technology

5B. Linking It All Together: Audit Planning & Risk Assessment Under AU C 315 7:30 am to 9:30 am

2.4 Credits Auditing

5C. How To Not Get Hacked: The 5 Security Safeguards that Actually Matter 7:30 am to 9:30 am

2.4 Credits Specialized Knowledge

5D. No Title Required: How CPAs Lead Through Influence, Not Authority 7:30 am to 9:30 am

2.4 Credits Personal Development

Breakout Session

6A. See What's Possible: A Live Demonstration of AI With Claude & Claude Cowork 10:00 am to 12:00 pm

2.4 Credits Information Technology

6B. AI Ethics 2026 (VBOA-approved) 10:00 am to 12:00 pm

2.4 Credits Behavioral Ethics

6C. Internal Audit in the Government Environment 10:00 am to 12:00 pm

2.4 Credits Auditing

6D. Succession Planning for CPA Firms 10:00 am to 12:00 pm

2.4 Credits Business Management & Organization

Breakout Session

7A. Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools 12:45 pm to 2:45 pm

2.4 Credits Computer Software & Applications

7B. Estate Planning, Local Issues (Va., Md., D.C. concerns) 12:45 pm to 2:45 pm

2.4 Credits Business Management & Organization

7C. Picture This: What Finance & Audit Professionals Need to Know About Data Visualization 12:45 pm to 2:45 pm

2.4 Credits Communications & Marketing

7D. Leadership in Motion: How Finance Leaders Steady the Ship During Change 12:45 pm to 2:45 pm

2.4 Credits Personal Development

Breakout Session

8B. CPA & Banker Partnership to Build Client Resiliency 3:00 pm to 4:00 pm

8C. Hiding in Plain Sight: Disaster Refunds After Abdo and Kwong 3:00 pm to 4:00 pm

8D. Supervised AI Agents as Audit & Finance Team Members 3:00 pm to 4:00 pm

1.2 Credits Auditing

9A. FlyFin- Sponsor Session 3:00 pm to 3:30 pm

8A. The 2026 Risk Outlook: Emerging Exposures and Priorities for CPA Firms 3:30 pm to 4:00 pm

June 24, 2026

Breakout Session

10A. ChatGPT Deep-Dive Hands-on Bootcamp for CPAs 7:30 am to 9:30 am

2.4 Credits Computer Software & Applications

10B. Topic TBD 7:30 am to 9:30 am

10C. Federal Tax Update 7:30 am to 9:30 am

2.4 Credits Taxation

10D. Alternative Firm Structures 7:30 am to 9:30 am

2.4 Credits Business Management & Organization

Breakout Session

11A. FASB Update 10:00 am to 12:00 pm

2.4 Credits Auditing (Governmental)

11B. Forensic Accounting & Fraud Prevention Techniques 10:00 am to 12:00 pm

2.4 Credits Accounting

11C. Smarter Tax Services With Artificial Intelligence (AI) Tools 10:00 am to 12:00 pm

2.4 Credits Taxation

11D. Tax Planning Strategies for Today’s Environment 10:00 am to 12:00 pm

2.4 Credits Taxation

Breakout Session

12A. The AI Revolution in 2026: What CPAs Should Know 12:45 pm to 2:45 pm

2.4 Credits Computer Software & Applications

12C. Common Federal Tax Issues Practitioners are Seeing Now 12:45 pm to 2:45 pm

2.4 Credits Business Management & Organization

12D. Designing an AI-Ready Firm 12:45 pm to 2:45 pm

2.4 Credits Computer Software & Applications

Breakout Session

13A.When Clients Get Creative: Ethics in Practice 3:00 pm to 4:00 pm

13B. Economic Update 3:00 pm to 4:00 pm

13C. Private Equity in Accounting Firms: Pros, Cons & Lessons Learned 3:00 pm to 4:00 pm

1.2 Credits Business Management & Organization

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June 24, 2026

Optional Session

11B. Forensic Accounting & Fraud Prevention Techniques 10:00 am to 12:00 pm

This session will provide an update on recent Financial Accounting Standards Board (FASB) activity, including newly issued, recently effective, and upcoming Accounting Standards Updates (ASUs). It will also highlight key projects on the FASB’s technical and research agendas to provide insight into potential future changes and areas of focus. In addition, the session will include a brief overview of U.S. Securities and Exchange Commission (SEC) developments affecting financial reporting. Attendees will gain insight into the accounting and financial reporting implications and learn how to apply them in practice.

Optional Session

13C. Private Equity in Accounting Firms: Pros, Cons & Lessons Learned 3:00 pm to 4:00 pm