10:00 a.m. – 4:00 p.m.
Golf Outing
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.
Pickleball Outing
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.
Exhibit Hall and Registration Opens
2:00-4:30 p.m.
Day 1 CPE
Registration required.
Heritage Ballroom - Salon C
Member: Free | Guest/Nonmember: $175
3 CPE Credits
2:00–2:50 p.m.
1-A&AValue-Added Services: In-House or Outsourced?
- The basics and utility of tax strategies such as cost segregation, R&D tax credits, and energy incentives.
- The considerations and complexities involved with providing these services in-house.
- The third-party provider option for scaling growth, with an emphasis on what to look for when evaluating vendors for each service.
Terri S. Johnson, CRE
Founder and Partner
Capstan
Jacob Wood, JD
Regional Director
Capstan
2:50–3:40 p.m.
1-TaxYou Should Have Told Me about This!
Identifying and staying on top of credits, incentives, and regulation changes that impact your clients in specific industries.
- The eligibility criteria for credits and deductions applicable to clients across manufacturing, technology, construction, and other sectors.
- Five essential questions to assess potential cash savings.
- Various scenarios to advise your clients in tax planning for the present and beyond.
Connor Mitchell
Strategic Partnership Manager
epsa USA
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Zachary Ormsby
Senior
R&D Consultant
epsa USA
3:40–4:30 p.m.
1-OtherDigital Transformation in Tax and Accounting: A Blueprint for Modernizing Your Practice
- Evaluating Your Current Technology Stack: Identifying gaps in your current systems and understanding where digital enhancements can make the most impact
- Step-by-Step Digital Transition: Detailed roadmap for shifting from paper-based processes to a fully digital practice, including essential tools and software
- Training and change management, optimizing practices for remote operations, enhancing client interactions with digital tools and techniques for measuring the effectiveness of your digital transformation efforts
Aaron Berson, CPA
Founder, CEO
Fringe Advisory, Accounting and CPAs
4:30-5:15 p.m.
OPTIONAL SPONSOR INFORMATION SESSIONS
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.
Welcome Reception
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.
Breakfast, Exhibit Hall & Registration
8:30 – 8:45 a.m.
Morning Announcements
8:45 – 10:00 a.m.
1.5-OtherProfessional Issues Update Webcast
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.
Break and Exhibit Hall
10:30 – 11:45 a.m.
1.5-OtherNavigating Tomorrow: Strategic Insights for Sustaining Your Organization
- How independent CPA firms win in a competitive market.
- Navigating tomorrow: Strategic insights for sustaining independence.
- The independence blueprint: Securing your CPA firm’s future in a competitive landscape.
Lancaster Marriott at Penn Square or Webcast
David M. Toth
Chief Growth Officer
Winding River Consulting
12:00 – 1:40 p.m.
1-OtherAnnual Business Meeting and Lunch
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.
Break
2:00 – 4:00 p.m.
Afternoon CPE/Activities/Meetings
Pennsylvania CPA Foundation Board Meeting (Invite Only)
Lancaster Marriott at Penn Square - MH Stateroom (3rd)
Lancaster City International Food Tour
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
Wine Tasting Class
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.
1-OtherMastering Your Inner Sleuth: 5 Steps to Developing Investigative Foresight
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.
1-OtherOptimize Your Microsoft 365 Return on Investment
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.
- Understand how Microsoft 365 can provide the foundation for your digital transformation.
- Simplify your tech stack by leveraging the full potential of this integrated collection of apps.
- Power your firm/business with Microsoft Copilot, the generative AI technology in 365.
John Higgins, CPA, CITM
Strategic Technology Advisor
Higgins Advisory LLC
3:40–4:30 p.m.
1-OtherIntroverted Influence: Mastering Ambivert Communication Skills
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.
- Discover how to leverage your innate qualities to build rapport, lead discussions with confidence, and drive meaningful outcomes in both professional and interpersonal interactions.
- Select tools to increase your communication effectiveness while still being authentic.
- Identify the elements of active listening.
Jennifer Elder, CPA, CSP
Owner/CEO
The Sustainable CFO
4:00 – 5:00 p.m.
Exhibit Hall - Last chance to visit with our sponsors!
5:00 – 10:00 p.m.
Annual Meeting Reception Sponsored by Gallagher
Celebrate with friends, peers, and PICPA staff!
Southern Market Lancaster
Member: Free | Guest/Nonmember: $100
Sponsored by: 
7:00 – 8:00 a.m.
Council Breakfast
Lancaster Marriott at Penn Square - Commons on Vine
8:00 a.m. – 2:00 p.m.
Council Meeting (Invite Only)
Lancaster Marriott at Penn Square - Commons on Vine
2:00 – 3:30 p.m.
Board Meeting (Invite Only)
Lancaster Marriott at Penn Square - MH Stateroom (3rd)
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