10:00 a.m. – 4:00 p.m.
Includes buffet lunch, green fees, carts, and prizes. Brunch/registration begins at 10:00 and shotgun start is at 11:00. Please email foursomes to nkedziora@picpa.org by May 8.
Foxchase Golf Club
Member: $125 | Guest/Nonmember: $125
10:00 a.m. – 2:00 p.m.
Join us for one hour of pickleball lessons followed by one hour of guided play. Upon arrival, you will be greeted with light appetizers and beverages. Refreshments will be provided throughout the game followed by lunch and mingling.
Bent Creek Country Club
Member: $50 | Guest/Nonmember: $50
12:00 p.m.
2:00-4:30 p.m.
Registration required.
Heritage Ballroom - Salon C
Member: Free | Guest/Nonmember: $175
3 CPE Credits
2:00–2:50 p.m.
Terri S. Johnson, CRE
Founder and Partner
Capstan
Jacob Wood, JD
Regional Director
Capstan
2:50–3:40 p.m.
Identifying and staying on top of credits, incentives, and regulation changes that impact your clients in specific industries.
Connor Mitchell
Strategic Partnership Manager
epsa USA
Zachary Ormsby
Senior
R&D Consultant
epsa USA
3:40–4:30 p.m.
Aaron Berson, CPA
Founder, CEO
Fringe Advisory, Accounting and CPAs
4:30-5:15 p.m.
Stop in to one of our informational sessions from the sponsors listed below and you will be entered into a drawing for a $100 Amazon Gift Card!
6:00 – 9:00 p.m.
Reconnect with friends and meet CPAs from across Pennsylvania. Enjoy an open bar and light fare.
Lancaster Marriott, Heritage Ballroom- Salon AB
Member: Free | Guest/Nonmember: $75
7:15 – 8:30 a.m.
8:30 – 8:45 a.m.
8:45 – 10:00 a.m.
Jennifer Cryder, PICPA's CEO, and Betsy Krisher, PICPA’s 2023-2024 president, will be joined by AICPA’s Susan Coffey to discuss how PICPA, AICPA, and the National Pipeline Advisory Group are working to strengthen the CPA pipeline.
Lancaster Marriott at Penn Square or Webcast
Jennifer Cryder, CPA
Chief Executive Officer
Pennsylvania Institute of CPAs
Susan S. Coffey, CPA, CGMA
Chief Executive Officer - Public Accounting
Association of International Certified Professional Accountants
Betsy Krisher, CPA, CGFM
Chairman, Maher Duessel
President, Pennsylvania Institute of CPAs
Member, National Pipeline Advisory Group
10:00 – 10:30 a.m.
10:30 – 11:45 a.m.
Lancaster Marriott at Penn Square or Webcast
David M. Toth
Chief Growth Officer
Winding River Consulting
12:00 – 1:40 p.m.
Lancaster Marriott at Penn Square or Webcast
Jennifer Cryder, CPA
Chief Executive Officer
Pennsylvania Institute of CPAs
Betsy Krisher, CPA, CGFM
Chairman, Maher Duessel
President, Pennsylvania Institute of CPAs
Member, National Pipeline Advisory Group
Matthew D. Melinson, CPA
Partner, Grant Thornton LLP
Incoming President, Pennsylvania Institute of CPAs
1:40 – 2:00 p.m.
2:00 – 4:00 p.m.
Lancaster Marriott at Penn Square - MH Stateroom (3rd)
Join us for a walking international food tour in downtown Lancaster! The tour will make about a half-dozen food stops and includes two historical stops while en route. You will enjoy five stops for savory foods, one for sweets, and one for tea.
Meet in the lobby of the Lancaster Marriott at Penn Square
Member: $15 | Guest/Nonmember: $30
Come join us as a Waltz Wine representative will offer tastes of several of their estate grown wines! Our guest from Waltz will give a brief history of their unique small business and estate vineyards. They will also field questions on grape growing and winemaking.
Lancaster Marriott at Penn Square - Conestoga Room
Member: $15 | Guest/Nonmember: $30
2:00–2:50 p.m.
Successful investigations and problem solving begin with successful negotiations; learn 5 steps to improve your collaboration skills and manage different types of personalities, all while upholding ethical standards and gaining credibility as a trusted business partner.
Monique MacKinnon
Intuitive Advisor/Analyst
Energetic Evolution
2:50–3:40 p.m.
Explore the many hidden treasures of the Microsoft 365 ecosystem of apps to optimize your communication, collaboration, knowledge sharing, and personal productivity and to eliminate unnecessary software costs.
John Higgins, CPA, CITM
Strategic Technology Advisor
Higgins Advisory LLC
3:40–4:30 p.m.
Unlock the hidden power of your introverted nature. Whether navigating client meetings, team collaborations, or leadership roles, you will leave this session with tools to wield your unique blend of introverted influence with finesse and authenticity, paving the way for enhanced career success and personal fulfillment.
Jennifer Elder, CPA, CSP
Owner/CEO
The Sustainable CFO
4:00 – 5:00 p.m.
7:00 – 8:00 a.m.
Lancaster Marriott at Penn Square - Commons on Vine
8:00 a.m. – 2:00 p.m.
Lancaster Marriott at Penn Square - Commons on Vine
2:00 – 3:30 p.m.
Lancaster Marriott at Penn Square - MH Stateroom (3rd)