Mid-Atlantic Coastal Conference

Credits: 2.4 - Taxation

This session is available to registrants only.

Credits: 2.4 - Behavioral Ethics

This session is available to registrants only.

Credits: 2.4 - Specialized Knowledge

This session is available to registrants only.

Artificial intelligence is changing the way work gets done in accounting, finance and business. It can draft, analyze, summarize and accelerate, but it cannot build trust, calm uncertainty, coach people or exercise sound judgment. As AI becomes a bigger part of the workflow, human leadership becomes more important, not less.

This timely session explores the leadership skills that grow in value as technology becomes more capable, including judgment, empathy, communication, trust-building, ethical discernment and the ability to lead through ambiguity and change. Using practical examples and the Working Genius framework, participants will examine where AI can support work and where human leadership remains essential.
Attendees should not miss this session because understanding AI is only part of the challenge. The real opportunity is learning how to lead people effectively in an AI-enabled world. Leaders who can balance innovation with humanity will make better decisions, build stronger teams, and create the confidence needed to move forward.

Learning objectives:

• Identify the leadership capabilities that become more important as artificial intelligence changes accounting and finance work.
• Distinguish between the types of work artificial intelligence can support and the types of work that still depend primarily on human leadership.
• Select practical leadership strategies to build trust, address resistance, and support responsible AI adoption on accounting and finance teams.

Credits: 2.4 - Personal Development

This session is available to registrants only.

AI is moving fast — and so is the noise around it. This session cuts through the hype with real data on where AI stands today, what’s actually happening inside organizations adopting it, and what that means for accounting and finance professionals. You’ll walk away with a clear-eyed view of the AI landscape, practical frameworks for evaluating tools, and live demonstrations of AI applications relevant to your work. No technical background required — just curiosity.

Credits: 2.4 - Information Technology

This session is available to registrants only.

This session will walk participants through the Chapters of the 2024 revised Yellow Book and place focus on revisions surrounding Quality Management as well as provide an overview of Independence, CPE and Reporting.

Credits: 2.4 - Taxation

This session is available to registrants only.

Credits: 2.4 - Economics

This session is available to registrants only.

AI is rapidly changing the work of CPAs, creating new opportunities to improve efficiency, analysis and decision support. At the same time, it brings real concerns around accuracy, confidentiality, over reliance, weak controls and professional responsibility.

This interactive session will help you take a practical, balanced approach to AI adoption. Through realistic examples, case studies and discussion, you will explore where AI can add meaningful value, where the risks are greatest, and how to distinguish between appropriate uses, higher-risk uses and uses that demand stronger controls.

Do not miss this session if you want to stay current, protect your professional credibility, and make smarter decisions about AI in your work and organization. The CPAs who benefit most from AI will be those who know how to balance innovation with sound judgment.

Learning objectives:

• Identify common AI use cases in accounting and finance where the potential rewards justify consideration.
• Recognize key risks related to AI use, including confidentiality, accuracy, bias, control, ethical and reputational concerns.
• Distinguish between AI applications that are appropriate for routine support, those that require enhanced human review and controls, and those that may not be appropriate in their current form.

Credits: 2.4 - Information Technology

This session is available to registrants only.

Credits: 2.4 - Computer Software & Applications

This session is available to registrants only.

Spreadsheets are full of facts, but facts alone rarely drive action. In today’s business environment, CPAs must do more than produce accurate numbers. They must translate data into insight, context, and clear business meaning.

In this engaging and interactive session, participants will learn how to transform spreadsheets, reports, and dashboards into compelling business stories that inform decisions and influence action. Through practical examples, critique exercises, and case-based discussion, attendees will explore how to identify the story in the data, tailor messages to different audiences, simplify complexity, and present insights with greater clarity and impact.

Learning objectives:

• Identify the core business message within a set of financial or operational data.
• Recognize common weaknesses that make data presentations confusing, overly detailed or less persuasive.
• Select storytelling techniques that improve clarity, relevance and decision-making impact

Credits: 2.4 - Communications & Marketing

This session is available to registrants only.

Credits: 2.4 - Personnel/Human Resources

This session is available to registrants only.

What if your next training program didn’t just inform — but built real capability that lasts? In today’s fast-moving professional environment, organizations invest heavily in training, yet too often the focus is on checking compliance boxes rather than developing the skills needed to meet current demands and prepare for what’s next. This session shifts the focus from designing individual courses to building a cohesive, learner centered training curriculum aligned with real world performance and long term business priorities.

Participants will explore a practical approach for identifying what learners truly need, translating business goals into skill building pathways, and structuring training to support application and retention over time. The session also highlights a frequently overlooked driver of training effectiveness: the instructor. Even the strongest curriculum depends on instructors who can bring content to life — connecting concepts to real decisions, encouraging discussion and reinforcing learning through experience. Passionate, credible instructors increase engagement and retention, turning training from an obligation into a meaningful development experience. Participants will examine how to move beyond content first and requirement driven planning to build curricula that balance mandatory training with capability building for evolving business needs, develop both technical and professional judgment, and respect learners’ limited time by ensuring every element has a clear purpose. Whether you are building onboarding, technical, leadership or firm wide learning programs, this session provides a practical framework for creating training that delivers value, strengthens performance and builds skills that last.

Credits: 2.4 - Business Management & Organization

This session is available to registrants only.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Do you rule your technology or does technology rule you? The average person checks their cell phone every 12 minutes and 47% of Americans are addicted to their phones. Awareness is the first step to change, and you can reclaim your productivity and mental health. In this session, you’ll unpack the elements of digital wellness, learn how technology affects us physically and mentally (and by extension, our organizations), and receive strategies to help you make true change.

Learning Objectives
Discuss recent statistics on digital habits and how technology use affects us mentally and physically.
Learn the definition of digital wellness and what habits to incorporate into our daily lives.
Unpack why digital wellness is important for our work lives and how organizations can implement polices to help employees.
Learn strategies to make true change around technology use in our personal and work lives.

Credits: 1 - Personal Development

This session is available to registrants only.

Whether it’s a wage and hour issue, a mishandled termination, or a policy that doesn’t hold up, HR compliance risks can present significant challenges for smaller businesses.  In this session, we’ll break down the current HR compliance landscape and the most common (and costly) risks smaller employers face. Using real-world scenarios, we’ll walk through key compliance moments and highlight where issues typically arise, and how a more proactive, people-focused approach can reduce exposure.

Credits: 1 - Business Management & Organization

This session is available to registrants only.

CPA firms are facing sustained capacity pressure as demand remains strong while the pipeline for accounting talent tightens — especially in the U.S. Many firms are responding by pairing technology investments with selective offshoring (often through offshore centers that support routine audit/tax execution under domestic CPA supervision) to stabilize delivery and protect the client experience.

This session is designed for a mixed audience — leaders setting strategy and managers executing it day-to-day. We’ll reframe offshoring from a “busy-season fix” to a deliberate talent operating model that can help a CPA firm grow sustainably, reduce burnout and create space for upskilling and leadership development. We’ll ground the discussion in leading-practice guidance, including the AICPA PCPS “Outsourcing for CPAs” toolkit, which positions offshoring as a vital option and highlights that it can become a strategic necessity — covering models, ways to embed offshore resources into workflows, and risk mitigation considerations.

Credits: 1 - Personnel/Human Resources

This session is available to registrants only.

Believe it or not, AI is not the only mega trend in the information technology landscape. There are many other trends that enable and leverage the power of AI. As a CPA professional, it is imperative that you develop a baseline understanding of the key technology trends that are impacting businesses across the board. This course will provide the update you need to help you understand the nature of the key technologies and the role they play.
Program content:

• Role of cloud computing as the foundation for all tech trends.
• IoT (Internet of Things) and Big Data.
• Data analytics and KPI dashboards the new financial reporting model.
• Generative AI and Agentic AI in 2026.
• Blockchain technology and smart contracts.
• Cryptocurrency 15 market and technology update.
• Current state of the software applications technology.

Credits: 2.4 - Information Technology

This session is available to registrants only.

This course provides auditors with a practical, standards based deep dive into the planning and risk assessment requirements of AU C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. The course emphasizes that effective audit planning is achieved by intentionally linking the auditor’s understanding of the entity to internal control considerations, meaningful preliminary analytical procedures, and the identification, assessment, and response to risks of material misstatement. Complex AU C 315 concepts are broken down into clear, understandable components, helping participants move from technical requirements to practical application. In an environment where auditors are often overwhelmed by guidance, it can be difficult to distinguish required procedures from preferences or best practices. This lack of clarity can lead to inefficiencies and increased risk of non compliance. This course focuses squarely on what the standards require, promoting a lean and disciplined planning approach that supports both audit quality and efficiency. The course also addresses the role of preliminary analytical procedures in the planning process, including how analytics should be designed, interpreted, and clearly linked to risk assessment conclusions—rather than performed as a checklist exercise. To enhance engagement and knowledge retention, the course incorporates interactive elements, gamification, and facilitated activities that reinforce key concepts in an approachable and enjoyable way. By the end of the course, participants will have increased confidence in their ability to perform planning procedures that enhance audit quality while optimizing the balance between engagement economics and regulatory compliance.

Credits: 2.4 - Auditing

This session is available to registrants only.

Credits: 2.4 - Specialized Knowledge

This session is available to registrants only.

Today’s CPAs are expected to do more than produce accurate analysis. They must build alignment, influence decisions and help others act on financial insight, often without formal authority. Professional frameworks for CPAs increasingly emphasize communication, leadership and other professional skills alongside technical competence.

Join us for this practical, interactive session for CPAs who need to move ideas forward across teams and functions. Through realistic examples and discussion-based case studies, participants will explore how to build credibility, gain buy-in, adapt their message to different stakeholders, and turn sound recommendations into action. Leadership research shows that influence and relationship-based power are essential when formal authority is limited.

Learning objectives:

• Identify the core drivers of influence for CPAs, including credibility, relationships, business relevance and communication.
• Distinguish between influence tactics that build commitment and those that create resistance or passive compliance.
• Select practical approaches for gaining buy-in in common CPA scenarios involving peers, business partners and senior leaders.

Credits: 2.4 - Personal Development

This session is available to registrants only.

This isn’t a slide deck about AI — it’s AI in action. In this hands-on demonstration session, you’ll watch real workflows get built and executed live using Claude and Claude Cowork, Anthropic’s agentic AI tools. From automating research and drafting to managing tasks across platforms, you’ll see firsthand what modern AI can actually do in a professional environment. Come with questions, leave with ideas you can put to work immediately.

Credits: 2.4 - Information Technology

This session is available to registrants only.

Artificial intelligence is rapidly transforming the accounting profession, creating new opportunities alongside significant ethical responsibilities. This Virginia Board of Accountancy (VBOA)-approved ethics course is designed for CPAs to understand and manage the ethical implications of using generative and agentic AI in 2026 and beyond.

Participants will learn why AI ethics matters for CPAs, how AI differs from prior technologies, and where key risks arise, including data privacy, bias, accuracy, transparency, deepfakes and regulatory compliance. The course reinforces that AI is an assitive tool — not a substitute for professional judgment — and examines how core ethical principles apply in an evolving technological environment.

Using real-world examples and case studies, the course provides practical guidance on applying existing ethical and regulatory frameworks, including the AICPA Code of Professional Conduct, to AI use. Participants will also learn how to develop and implement and effective AI safe usage policy, covering documentation, validation and staff education. By the end of the course, CPAs will be prepared to use AI responsibly, protect client interests, and meet their ethical obligations in an AI-driven profession.

Credits: 2.4 - Behavioral Ethics

This session is available to registrants only.

This session will walk participants through the importance of internal audit in a government setting, the standards, benefits and framework.

Credits: 2.4 - Auditing

This session is available to registrants only.

Succession isn’t a future event - it’s a process that starts today. In this session, Barrett Young (CPA/CVA/CEPA, and the host of The Art of Succession podcast) will guide firm owners through the practical steps required to prepare their firm for a successful transition, from building transferable value to reducing owner dependency. We’ll also explore how these same principles apply to your clients, creating opportunities for deeper advisory relationships and long-term impact.

Credits: 2.4 - Business Management & Organization

This session is available to registrants only.

Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap it to many of the lesser known features of the Microsoft 365 ecosystems of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization.

Program content: 

• Round robin review of lesser known M365 apps.
• Reduce/eliminate internal email communications with Teams and SharePoint.
• Collaborate on spreadsheet and documents with your colleagues in real time.
• Get control of your appointment schedule with the Bookings app.
• Tap the full potential of OneNote as your primary repository for notes, correspondence and more.
• Replace email attachments with secure file sharing links.
• Document business processes with the Stream app.
• Leverage the power of AI in M365 with Copilot.

Credits: 2.4 - Computer Software & Applications

This session is available to registrants only.

Credits: 2.4 - Business Management & Organization

This session is available to registrants only.

By attending this CPE session, you will come away with examples and resources for how data visualization can cause positive change in the finance and audit communities. This tool-neutral session will introduce a common vocabulary for data visualization and provide examples of how to enhance communication and help your team reveal actionable insights in your data.

Credits: 2.4 - Communications & Marketing

This session is available to registrants only.

Nonprofit organizations don’t just experience change—they experience inflection points. Few moments test a finance leader’s steadiness more than navigating organizational shifts, CEO transitions, and the difference between simply managing change and truly leading through it.

In this candid conversation, two seasoned CFOs share how they anchor their organizations during periods of uncertainty, from preparing for leadership turnover to guiding teams through evolving expectations, new strategic priorities, and cultural shifts. They’ll unpack the distinction between change management—coordinating tasks, timelines, and processes—and change leadership, which requires vision, communication, and the ability to mobilize people through ambiguity.

Drawing from real-world experience, they’ll explore how financial fundamentals, forecasting discipline, and mission-centered decision-making create stability when everything else is in motion. Attendees will gain practical approaches for strengthening resilience, supporting CEOs and boards, and keeping teams aligned and confident during moments of transition and transformation.

Credits: 2.4 - Personal Development

This session is available to registrants only.

This session is available to registrants only.

This session is available to registrants only.

This session is available to registrants only.

AI is moving beyond automation to become a true teammate in the GRC process. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality. Of critical importance is training and supervision so that the AI agents accomplish their testing to quality standards that are intended. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal and external assurance.

Topics include:

• Independent execution: AI agents can perform control testing and analyze evidence across multiple formats.
• Audit-ready outputs: Deliver high-quality results with speed, accuracy and consistency.
• Workflow integration: See how agents fit seamlessly into existing audit engagement processes.
• Guardrails and governance: Learn the safeguards and governance needed to ensure reliability.
• Human supervision: Explore the critical role of training data and oversight in producing trustworthy results.
• Practical applications: Real-world examples of firms already deploying supervised AI agents in audits.
• Augmentation, not replacement: Understand how AI can support, rather than substitute, on audit teams.

Credits: 1.2 - Auditing

This session is available to registrants only.

This session is available to registrants only.

This session is available to registrants only.

ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don’t have to expose your confidential data.

Program content:

• Getting started with ChatGPT.
• Tour of the ChatGPT app and how to use it.
• Variety of hands-on case study examples for accounting, finance and tax.
• Protecting your data privacy in ChatGPT.
• Advanced ChatGPT features review.
• Subscription plan options.

Credits: 2.4 - Computer Software & Applications

This session is available to registrants only.

This session is available to registrants only.

Credits: 2.4 - Taxation

This session is available to registrants only.

Credits: 2.4 - Business Management & Organization

This session is available to registrants only.

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.

Credits: 2.4 - Auditing (Governmental)

This session is available to registrants only.

Credits: 2.4 - Accounting

This session is available to registrants and their guests

There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use artificial intelligence (AI)-based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.

Program content:

• Obtain an overview of AI technology and how it works
• Identify where AI can be incorporated into tax research, planning and compliance services.
• Discover new opportunities to enhance your client advisory tax services with AI tools.
• Review of the market of emerging and AI enhanced tax software tools.
• Learn about the newest generation of AI enable 1040 source document collection and organizer applications.
• Review specific use cases for generative AI tools, e.g. ChatGPT, Microsoft Copilot) in your tax services.

Credits: 2.4 - Taxation

This session is available to registrants only.

Credits: 2.4 - Taxation

This session is available to registrants only.

AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers.

Credits: 2.4 - Computer Software & Applications

This session is available to registrants only.

Credits: 2.4 - Personal Development

This session is available to registrants only.

Credits: 2.4 - Business Management & Organization

This session is available to registrants only.

Most firms are approaching AI like new software - testing tools without changing how the work actually gets done.  An AI-ready firm requires more than access. It requires intentional design.  In this interactive session, you’ll work through how AI fits into your firm, where it can actually improve workflows, and how to begin using it in a structured, practical way.  You won’t just be listening - we’ll be working.  Bring a device/laptop, a problem you want to solve in your firm, and a readiness to engage.

Credits: 2.4 - Computer Software & Applications

This session is available to registrants only.

This session is available to registrants only.

This session is available to registrants only.

Credits: 1.2 - Business Management & Organization

This session is available to registrants and their guests

Credits: 1.2 - Personal Development

This session is available to registrants and their guests