127th Annual Meeting Agenda

Monday, May 13

Golf Outing

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

Pickleball Court

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

2:00-4:00 p.m.

Past Presidents Meeting (Invite Only)

Lancaster Marriott - Conestoga Room

2:00-4:30 p.m.

Day 1 CPE

Registration required.

Heritage Ballroom - Salons ABC
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 Johnson

Terri S. Johnson, CRE
Founder and Partner

Jacob Wood

Jacob Wood, JD
Regional Director

 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 Headshot

Connor Mitchell
Strategic Partnership Manager
epsa USA

Ormsby Zachary

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.


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!

  • CTN Solutions Informational Session
  • Hickory Room

  • Miles Talent Hub Informational Session
    (International Talent Acquisition)
  • Heritage Ballroom- Salons ABC

Welcome Reception

 6:00 – 9:00 p.m.

Welcome Reception Sponsored by Miles Talent Hub

Reconnect with friends and meet CPAs from across Pennsylvania. Enjoy an open bar and light fare. 

Lancaster Marriott, Heritage Ballroom- Salons DE
Member: Free | Guest/Nonmember: $75

Tuesday, May 14

 7:15 – 8:30 a.m.

Breakfast, Exhibit Hall & Registration

Lancaster Marriott, Heritage Ballroom- Salons ABC

 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, PICPA CEO

Jennifer Cryder, CPA
Chief Executive Officer
Pennsylvania Institute of CPAs

Susan Coffey

Susan S. Coffey, CPA, CGMA
Chief Executive Officer - Public Accounting
Association of International Certified Professional Accountants

Betsy Krisher

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 Toth

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, PICPA CEO

Jennifer Cryder, CPA
Chief Executive Officer
Pennsylvania Institute of CPAs

Betsy Krisher

Betsy Krisher, CPA, CGFM
Chairman, Maher Duessel
President, Pennsylvania Institute of CPAs
Member, National Pipeline Advisory Group

Matthew Melinson

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.

Afternoon CPE/Activities/Meetings

Pennsylvania CPA Foundation Board Meeting (Invite Only)

Lancaster Marriott at Penn Square - MH Stateroom (3rd)

Lancaster Food Tour

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

waltz vineyards

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

3 CPE CreditsAfternoon CPE

Registration required.

Lancaster Marriott at Penn Square - Heritage Ballroom Salons ABC
Member: Free | Guest/Nonmember: $100

 2:00–2:50 p.m.

1-OtherMastering Your Inner Sleuth: 5 Steps to Developing Investigative Foresight

  • Understand your sleuth’s role and motivation
  • Identify your sleuth type, strengths and vulnerabilities
  • Learn how to tune into and optimize your investigative foresight
  • List the five steps to investigative foresight
  • Hear cases of investigative foresight applied to health and business
Mackinnon, Monique

Monique MacKinnon
CEO & Founder
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.
Higgins, John

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
The Sustainable CFO

 4:00 – 5:00 p.m.

Exhibit Hall - Last chance to visit with our sponsors!
AMC reception

 5:00 – 10:00 p.m.

Annual Meeting Reception Sponsored by Gallagher

Celebrate with friends, peers, and PICPA staff!
Dress code: casual attire

Southern Market Lancaster
Member: Free | Guest/Nonmember: $100

Sponsored by:  gallagheraffinity

Wednesday, May 15

 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)

Thank you to our 2024 sponsors:


Gallagher Bollinger Logo       MEA Logo epsa USA  

                Caramel Advisors Logo       




   cpacharge      Pursuit