Maryland Society of Accounting & Tax Professionals
2026 – 2027
CPE seminars, signature conferences, and professional development for CPAs, EAs, tax preparers, bookkeepers, and financial professionals.
Signature Events
Multi-day immersive experiences featuring CPE, networking, and collaborative peer learning.
May 26–28, 2026
Cambria Ocean City, Ocean City, MD
Maryland's premier annual gathering of accounting, tax, and financial professionals — a three-day experience dedicated to advancing expertise and strengthening professional connections.
June 25, 2026
Maritime Conference Center, Linthicum Heights, MD
A collaborative, full-day practice management experience. Each topic pairs one hour of CPE instruction with guided peer discussion for immediate, practical takeaways.
November 1–3, 2026
The Hershey Lodge, Hershey, PA
A no-nonsense, immersive retreat for professionals ready to stop surviving their practice and start running it like a real business. Every session is paired with facilitated peer discussion.
Members-Only
Free, recurring peer groups for MSATP members. Business Builders Think Tanks and the Tax Practitioners Discussion Group — collaborative spaces to connect, share, and grow.
Designed specifically for bookkeepers, this peer group provides a safe and open space to discuss challenges, focusing on scalability and development. Collaboration is key — competitiveness is left at the door.
Upcoming Dates
A regional peer group for Montgomery County practice owners. Connect with fellow business owners to discuss and work through challenges in a safe, open environment.
Upcoming Dates
A regional peer group for Eastern Shore practice owners to network, share best practices, and collaborate on firm growth strategies.
Upcoming Dates
A regional peer group for Frederick County practice owners to connect, discuss challenges, and share strategies for firm development.
Upcoming Dates
An open forum for Maryland tax practitioners to discuss current issues, share insights, and stay connected with peers across the state.
Upcoming Dates
Featured Track
A complete learning path through artificial intelligence — from core concepts and ethics to hands-on bootcamps with ChatGPT, Microsoft Copilot, Google Gemini, and Agentic AI. Most sessions are 2 CPE hours and led by John Higgins, CPA, CITP.
John Higgins, CPA, CITP
Solid foundation in AI fundamentals and how they apply to accounting, tax, and finance. Covers the ABCs of how generative AI tools (ChatGPT, Copilot, Gemini) work, inherent risks, actionable mitigation steps, and practical examples in accounting, auditing, tax and finance services. Learn to identify core AI concepts (generative AI, large language models, agentic AI), differentiate common CPA/CFO use cases, and evaluate key risks.
Available Sessions
John Higgins, CPA, CITP
Comprehensive hands-on review and demonstration of how to put ChatGPT — used by over 800 million weekly active users — to work for you and your clients. Covers getting started, a tour of the ChatGPT app, hands-on case studies for accounting/finance/tax, protecting data privacy, advanced features, and subscription plan options. Practice files provided so you don't have to expose confidential data.
Available Sessions
John Higgins, CPA, CITP
Hands-on bootcamp on Google Gemini, a top leader in generative AI. Comprehensive review and demonstration of how to put Gemini to work for you and your clients. Covers getting started, the Gemini app, hands-on case studies for accounting, finance and tax, data privacy protection, advanced features, integration with Google apps, and subscription plan options. Practice files provided.
Available Sessions
Ryan Jennings
Compares ChatGPT, Claude, Gemini, and Microsoft Copilot — how each handles your data, what gets used for training, and which options are appropriate for tax professionals. Covers effective prompting techniques, safe ways to use AI for drafting client communications, creating office procedures, and improving efficiency without risking confidential information.
Available Sessions
John Higgins, CPA, CITP
Hands-on bootcamp teaching how to use Microsoft Copilot AI to optimize Microsoft 365 apps. Comprehensive review and demonstration of how to put Copilot to work for you and your clients. Designed as a hands-on course with practice files so you don't have to expose confidential data. Covers practical applications in accounting, finance and tax.
Available Sessions
John Higgins, CPA, CITP
The newest evolution of AI technology — Agentic AI — enables you to deploy AI agents to take action on your behalf and execute tasks. Learn fundamentals of Agentic AI and how to put them to work in your firm or business. Covers introduction to agentic AI concepts and terminology, case studies in accounting/finance/tax services, step-by-step demonstration of creating and deploying an AI agent, an introduction to Microsoft Copilot Studio agent builder, and developing your AI agent deployment strategy.
Available Sessions
John Higgins, CPA, CITP
Explore the ethical implications of using generative AI. Addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Covers understanding ethical implications of AI, data privacy and security considerations, compliance with regulations and professional standards, review of generative AI risks and how to mitigate them, and developing ethical AI policies and procedures.
Available Sessions
John Higgins, CPA, CITP
Learn how to leverage AI to automate and enhance tax planning, research, and compliance services. Covers the fundamentals of AI technology, where AI fits into tax research and compliance, opportunities to enhance client advisory tax services, the market of emerging AI-enhanced tax software, the newest AI-enabled 1040 source document collection and organizer applications, and use cases for generative AI tools (ChatGPT, Microsoft Copilot).
Available Sessions
John Higgins, CPA, CITP
AI is reshaping audit, tax, and finance. This update surveys what's real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Covers state of AI technology, essential terminology, CPA use cases, risk and governance considerations, and near-term trends.
Available Sessions
All AI Series sessions are also listed in the full schedule below. Member pricing shown — non-member pricing higher.
Full Schedule
Click any course title to go to its registration page. Use the filters below to find courses by month.
We're always adding more courses — check back often! Enrolled Agent Ethics will be released soon.
Member prices shown. Non-member pricing higher. Late fee applies 14+ days before event. Webinar rebroadcasts subject to 6% tax.
| Date | Course / Event | Format | Location | Member Price |
|---|---|---|---|---|
| May 2026 | ||||
| May 7 | Social | Doubletree Columbia | FREE | |
| May 8 | Webinar | Webinar | $90 | |
| May 8 | Webinar | Webinar | $110 | |
| May 11 | Webinar | Webinar | $135 | |
| May 12 | Webinar | Webinar | FREE | |
| May 13 | Social | Oriole Park, 333 W Camden St, Baltimore, MD | Varies | |
| May 14 | Webinar | Webinar | $110 | |
| May 14 | Webinar | Webinar | $110 | |
| May 14 | Webinar | Webinar | $300 | |
| May 15 | Webinar | Webinar | $110 | |
| May 15 | Webinar | Webinar | $300 | |
| May 18 | Webinar | Webinar | $90 | |
| May 19 | Webinar | Webinar | $110 | |
| May 19 | Webinar | Webinar | $110 | |
| May 19 | Webinar | Webinar | $90 | |
| May 20 | Webinar | Webinar | FREE | |
| May 20 | Webinar | Webinar | FREE | |
| May 26–28 | Conference | Cambria Ocean City | $815 | |
| May 28 | Social | Cambria Ocean City | Varies | |
| June 2026 | ||||
| Jun 4 | Webinar | Webinar | $300 | |
| Jun 8 | Webinar | Webinar | FREE | |
| Jun 8 | Webinar | Webinar | $300 | |
| Jun 10 | Webinar | Webinar | $110 | |
| Jun 12 | Webinar | Webinar | $110 | |
| Jun 15 | Webinar | Webinar | $110 | |
| Jun 17 | Webinar | Webinar | $110 | |
| Jun 22 | Webinar | Webinar | $300 | |
| Jun 17 | In-Person | Stein Sperling, Rockville | FREE | |
| Jun 17 | Webinar | Webinar | FREE | |
| Jun 19 | Webinar | Webinar | $110 | |
| Jun 23 | Webinar | Webinar | $110 | |
| Jun 24 | Webinar | Webinar | $110 | |
| Jun 25 | Webinar | Webinar | $135 | |
| Jun 25 | Conference | Maritime Conf. Ctr. | $395 | |
| Jun 25 | Social | Maritime Conf. Ctr. Deck Bar | FREE | |
| Jun 29 | Webinar | Webinar | $110 | |
| July 2026 | ||||
| Jul 28 | Webinar | Webinar | $110 | |
| Jul 29 | Webinar | Webinar | $110 | |
| August 2026 | ||||
| Aug 6 | Webinar | Webinar | $300 | |
| Aug 18 | Webinar | Webinar | $300 | |
| Aug 19 | Webinar | Webinar | $135 | |
| September 2026 | ||||
| Sep 9 | Webinar | Webinar | FREE | |
| Sep 9 | Webinar | Webinar | $300 | |
| Sep 28 | Webinar | Webinar | $300 | |
| October 2026 | ||||
| Oct 6 | Webinar | Webinar | $300 | |
| Oct 16 | Webinar | Webinar | $110 | |
| Oct 21–22 | Webinar | Webinar | $410 | |
| Oct 21–22 | In-Person | Princess Royale, OC | $550 | |
| Oct 21 | Social | Princess Royale, Ocean City | FREE | |
| Oct 27 | Webinar | Webinar | $300 | |
| Oct 27 | In-Person | Maritime Conf. Ctr. | $395 | |
| Oct 27 | Social | Maritime Conf. Ctr. Deck Bar | FREE | |
| Oct 23 | Webinar | Webinar | $110 | |
| Oct 29 | Webinar | Webinar | FREE | |
| Oct 29 | Webinar | Webinar | $300 | |
| November 2026 | ||||
| Nov 1–3 | Conference | Hershey Lodge, PA | $1,000 | |
| Nov 11 | Webinar | Webinar | $300 | |
| Nov 11 | In-Person | Maritime Conf. Ctr. | $395 | |
| Nov 11 | Social | Maritime Conf. Ctr. Deck Bar | FREE | |
| Nov 12 | Webinar | Webinar | $300 | |
| Nov 12 | In-Person | Maritime Conf. Ctr. | $395 | |
| Nov 16 | Webinar | Webinar | $135 | |
| Nov 18 | Social | Doubletree Hotel, Columbia | FREE | |
| Nov 19 | Webinar | Webinar | $300 | |
| Nov 24 | Webinar | Webinar | $110 | |
| Nov 24 | Webinar | Webinar | $300 | |
| December 2026 | ||||
| Dec 2–3 | In-Person | Princess Royale, OC | $550 | |
| Dec 2–3 | Webinar | Webinar | $410 | |
| Dec 2 | Social | Princess Royale, Ocean City | FREE | |
| Dec 4 | Webinar | Webinar | $110 | |
| Dec 4 | Webinar | Webinar | $110 | |
| Dec 10 | Webinar | Webinar | FREE | |
| Dec 17 | Webinar | Webinar | FREE | |
| Dec 18 | Webinar | Webinar | $110 | |
| Dec 15 | Webinar | Webinar | $300 | |
| Dec 28 | Webinar | Webinar | $300 | |
| Dec 29 | Webinar | Webinar | $110 | |
| Dec 30 | Webinar | Webinar | $110 | |
| January 2027 | ||||
| Jan 5–6 | In-Person | Holiday Inn, Gaithersburg | $550 | |
| Jan 5–6 | Webinar | Webinar | $410 | |
| Jan 5 | Social | Holiday Inn, Gaithersburg | FREE | |