Spring Member Appreciation Day: Public Practice
Overview
Earn complimentary CPE at MOCPA's Spring Member Appreciation Day: Public Practice Edition! These sponsored sessions are designed for members in public practice, this event delivers valuable insights in a convenient virtual format. Featuring timely topics and practical strategies, the agenda is designed to help you strengthen your expertise and deliver greater value to your clients.
This event will have a total of four 50-minute sessions providing 1 CPE credit each. You will be registered for every session, attend the ones you want or attend them all! Click on the Agenda tab to see course descriptions.
Event Overview:
8:30am – 9:20am – AI Automation in Tax Preparation: What CPAs Can Adopt Right Now, Presented by: FlyFin AI-Confirmed
10-minute break
9:30am – 10:20am – The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue & Compliance Risk, Presented by: SmartVault
10-minute break
10:30am – 11:20am – From Audit Trails to Cybersecurity Attack Trails: What Every CPA Firm Needs to Know About Cybersecurity Governance, Presented by: IP Services
10-minute break
11:30am – 12:20pm – Exit Planning Is Not What You Think, Presented by: Edward Jones, Exit Planning Institute, and Cultivate Advisors
Designed For
CPAs, Accountants, Financial Experts
Notice
Thank you to our event sponsors:
Thursday, June 11
General Session
- AI Automation in Tax Preparation: What CPAs Can Adopt Right Now
Jaideep SinghJaideep Singh
Jaideep is the Co-founder & CEO: 20 years of experience in building AI companies, proven track record of creating successful startups that have created over $3 Billion in value. Passionate about combining AI/ML with CPAs to build a game-changing tax solution. BS and MS in Computer Engineering University of Arizona, MBA from the Wharton School.
This session explores how recent advances in AI are transforming tax preparation workflows for CPA firms. Participants will learn how modern AI technologies such as machine learning, reasoning models, and workflow automation are improving document processing, data extraction, and automatic tax return preparation.
The session will also discuss how automation can significantly reduce manual data entry, improve accuracy, and increase productivity within tax practices. Attendees will gain insights into practical automation strategies that can be adopted during the current tax season to improve efficiency and scalability in their firms.
Credits: 1 - Information Technology - Technical
This session is available to registrants and their guests
General Session
- The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue & Compliance Risk
Chad HelmlingerChad Helmlinger
Chad Helmlinger is Director of Product Marketing at SmartVault, a leading provider of cloud-based document management and secure client portals. Based in Texas, Chad is passionate about helping accounting firms streamline operations and unlock the full value of SmartVault. With deep expertise in the accounting industry, he understands the workflow challenges firms face and partners with them to implement solutions that save time, reduce costs, and boost efficiency. Chad is also a frequent contributor to industry webinars and panels, where he shares practical insights and strategies for modernizing firm operations.
Jonathan Young
Jonathan Young is Vice President of Marketing at SmartVault and has 15+ years of experience growing businesses through detailed and robust go-to-market strategies. Since joining SmartVault, he has submerged himself in the accounting industry, learning about current technology trends, analyzing the accounting landscape and understanding compliance regulations to ensure firms are safeguarding their customer information and scaling for growth through process efficiencies. Jonathan prides himself on leading high-performing teams, leveraging data-driven strategies, driving engagement and revenue growth, while fostering a collaborative and innovative work culture.
The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue & Compliance Risk: Most firms focus on efficiency, automation, and AI, but the real challenges inside a tax workflow are often simpler and more human: unclear expectations, too many handoffs, information scattered across tools, and clients or staff feeling unsure about what comes next.
Disconnected systems don’t just slow the process down. They unintentionally create client uncertainty, increase decision fatigue for staff, and introduce compliance worries that compound throughout the season.
In this session, we’ll break down where friction naturally appears in the tax prep workflow. You’ll learn practical, firm-tested principles to reduce confusion, improve predictability, and strengthen both client and staff confidence.
You’ll learn:
- Why small workflow gaps translate into client uncertainty, and how to fix them
- How teams lose time to unnecessary decisions, rework, and unclear processes
- Where fragmented systems create hidden compliance exposure
- The five points in the tax cycle where bottlenecks appear year after year
- Strategies to create a calmer, more predictable tax season
Credits: 1 - Business Management & Organization - Non-technical
This session is available to registrants and their guests
General Session
- From Audit Trails to Cybersecurity Attack Trails: What Every CPA Firm Needs to Know About Cybersecurity Governance
Scott AlldridgeScott Alldridge
Scott Alldridge is the CEO of IP Services and holds an M.B.A. in Cybersecurity and is a Certified Chief Information Security Officer (CCISO), CISSP, ITIL Certified expert, and Harvard Certified in Technology and Privacy, AI Certified and has been recognized as a nationally renowned expert. Scott is a distinguished leader with over 30 years of experience in IT management and cybersecurity, specializing in protecting critical IT systems that businesses rely on today. As the CEO of IP Services, Scott has played a pivotal role in delivering advanced managed IT and cybersecurity solutions across various industries. His strategic use of the TotalControl™ framework aligns technology investments with business goals, ensuring enhanced security, operational excellence, and resilience.
This session explains how cybersecurity risk now affects financial disclosures, compliance, and governance — not just IT. It introduces Zero Trust and core cyber defense concepts, and shows CPAs how to recognize cyber-related control failures and advise boards and executives more effectively on oversight and risk.
Credits: 1 - Information Technology - Technical
This session is available to registrants and their guests
General Session
- Exit Planning Is Not What You Think
Josh KozaJosh Koza
Joshua Koza is the Director of Strategic Relationships at the Exit Planning Institute (EPI), where he has been part of the organization since 2016. He leads EPI’s engagement with external partners, aligning these organizations with EPI’s mission and the needs of its advisor and business-owner community. Driven by a passion for building meaningful relationships, he focuses on creating long-term, value-driven partnerships that support enterprise value creation and successful business-owner transitions. His work centers on connecting organizations, advisors, and solution providers in ways that create lasting impact across the EPI ecosystem.
Mark Robbins
Mark Robbins has a very simply why - helping people live full lives that matter. He is a fiduciary financial planner and wealth advisor for business owners, C-suite professionals, and high net worth families. He jokingly calls himself a “recovering CPA” and uses his financial background as a CFO, business owner, and foundation president to lead a team of five around the human side of money.
Advising owners how to grow enterprise value and become financially independent of their business.
Building financial plans that help people care for themselves, the people they love, and the causes they care about.
Managing company retirement/pension plans to maximize owner benefits and improve service.
Credits: 1 - Business Management & Organization - Non-technical
This session is available to registrants and their guests
Non-Member Price $245.00
Member Price $0.00