Mid-Atlantic Subregional Meeting – Fall 2025

**NOTE: This event is open to firms in the Mid-Atlantic subregion.**
For more information or questions about subregional meetings, email Misean Reed.

EVENT DESCRIPTION

Subregional meetings give firms an opportunity to get together to discuss some of the biggest issues they are facing and develop solutions through facilitated group discussions.

AGENDA

MONDAY, NOVEMBER 17

11:30 am – 12:00 pm  Lunch (provided)

12:00 – 5:00 pm Sessions:

• Welcome & Orientation: Lead Facilitator: Jason Mills 
  
• Firm Updates (5-8 minutes/firm) 
  
• 
  Professional Issues Update: Rebekah Olson, CPA – CEO, Maryland Association of CPAs 
• Firm of the Future: Bill Sheridan, CAE – Chief Communications Officer, Maryland Association of CPAs 
• Roundtables:
  • First 50 minutes: Group by level (staff/senior; supervisor/manager; director/partners)
  • Last 50 minutes: Mixed roundtables best practice – mixed levels 
• Day 1 Recap: Key Takeaways & Observations: Group Spokespeople 

6:00 – 9:00 pm Dinner & Social Activity 

TUESDAY, NOVEMBER 18 

7:30 – 8:00 am Breakfast (provided)

8:00 am – 12:00 pm Sessions:

• Day 2 Kick-Off & Goals: Lead Facilitator: Jason Mills 
  
• Managing Partner Panel: Facilitator: Jason Mills 
• Partner Panel Roundtables:  
  • Technology
  • Recruiting
  • Scheduling/workflow management, etc. 
• Roundtable Recap: Best Ideas and Key Takeaways 
•  Economic Update: Stephen Morgan, VP and Investment Director – Wealth Portfolio Management, Hancock Whitney Asset Management Group 

12:00 – 1:00 pm  Closing Remarks/Lunch/Key Takeaways Discussion   

LEARNING OBJECTIVES

• Work through problems in a facilitated group discussion setting to come up with new solutions
• Learn what comparable firms are doing to address these issues
• Discover new tools for streamlining processes
• Review benchmarks and best practices 

HOTEL INFORMATION

Hilton Washington DC/Rockville Hotel
Room Rate: $169/night

Last Day to Book: Oct. 24 

MAKE A RESERVATION

PROGRAM INFORMATION

Registration Fee: $700/person

CPE: This program will qualify for up to 12 hours of CPE credit.

Field of Study: Personal Development

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.