
2025 Northeast /Midwest Regional Meeting
July 31-August 1, 2025 | Washington, D.C. | The Madison Hotel
Thursday, July 31st
12:30 – 1:00 PM Registration
1:00 – 1:10 PM Welcome and Opening Remarks

1:10 – 2:20 PM Member Sharing-State of the Firm
Reconnect with your fellow members by sharing updates within your firm over the past year.
2:20 – 2:40 PM Networking Break
2:40 – 3:50 PM Succession Planning in Light of Private Equity
Whether your firm has partner retirements on the horizon this year, or you’re 3, 5 or 10 years away, it’s important to keep an eye on succession planning. Developing and reviewing your overall strategy for developing new leaders capable of succeeding the current senior leadership is crucial to remain competitive as an independent firm or position yourself for the best possible exit via merger, next phase with PE or otherwise.
3:50 – 4:10 PM Stretch Break
4:10 – 5:20 PM Attracting, Retaining and Evaluating Talent
Having a competitive edge in recruiting can make a huge difference in getting the right talent in place at your firm. Recruiting talent is only one piece of the human capital challenge firms are facing today. Retaining employees is becoming equally as difficult given the number of opportunities professionals can choose from. In this session, we’ll talk through unique ways to successfully recruit the best candidates, the benefits in-demand of today’s talent pool, and techniques for retaining and evaluating your employees.
Grace Horvath, President and CEO, CPAmerica, Inc
Grace Horvath, President and CEO, CPAmerica, Inc. 1.4 CPE Business Management & Organization
Kristen Rampe, Rosenberg Associates 1.4 CPE Business Management & Organization
Kristin Rampe, Rosenberg Associates 1.4 CPE Personnel /Human Resources

6:30 PM – 8:00 PM Welcome Reception & Dinner Meet in the lobby for a night of drinks and dinner mingling with your fellow members Included in attendee registration; guest tickets $150.
Friday, Aug. 1st
7:30 – 8:30 AM Breakfast

8:30 – 9:30 AM Strategic Planning for Growth McGuire Sponsel 1.2 CPE Business Management & Organization
9:30 – 9:50 AM Networking Break
9:50 – 11:00 AM Member Sharing- Leveraging AI: Practical Use Cases and Strategies for your firm
11:00 – 11:10 Transition Break
11:10 – 12:10 PM Member Sharing- Current State of M&A and Impact of Private Equity
Member Facilitated 1.4 CPE Information Technology
Member Facilitated 1 2 CPE Business Management & Organization
12:10 - 1:00 PM Lunch
1:00 – 2:10 PM Member Sharing- Anything Goes Attendees will be surveyed in advance to gather timely topics to discuss with peers.
Member Facilitated 1.4 CPE Business Management & Organization
2:10 – 2:20 PM Closing Comments and 2025 Planning Michelle Powell, Senior Member Services Manager, CPAmerica, Inc.