2025 NEMW Agenda

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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.

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