Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 55,000 users, our award-winning software delivers comprehensive financial planning at scale. Our platform enables financial advisors to coordinate tax planning, P&C insurance planning, and estate planning solutions from a single, unified system. We’ve been voted the #1 tax planning software in the 2021, 2022, 2023, 2025 and 2026 Kitces Report Studies and the #1 tax planning software for 6 consecutive years in the T3 / Inside Information Software Surveys.

Rebekah (Brown) Olson, CPA, is the CEO of the Maryland Association of CPAs and an influential figure in the accounting profession, recognized as one of Accounting Today’s Top 100 Most Influential People in Accounting for 2022.

Joining the MACPA in 2012 after three years in public accounting, Rebekah assumed the position of Manager of Membership Development and Engagement in 2014. In 2018, she was appointed Director of Development, where she served on the leadership team steering the association through the complex challenges posed by the Covid-19 pandemic and the departure of longstanding CEO Tom Hood.

Passionate about the future of the accounting profession, Rebekah is a sought-after speaker who frequently shares her insights on professional trends and opportunities. As a certified facilitator, she has guided numerous organizations, both in the United States and Canada, in the strategic planning process.

Rebekah’s contributions have garnered recognition from various prestigious entities. CPA Practice Advisor recognized her as a top thought leader under 40 in the CPA profession in 2017, 2019, 2020, and 2025. In 2019, she was honored with the President’s Award by the National Association of Black Accountants (NABA) Baltimore Chapter for her community service. Additionally, Rebekah was named a Maryland Daily Record Leading Women Honoree in 2020.

Rebekah holds a Bachelor’s degree in Business Administration, dual specializing in Accounting and Sports Management, from The Max M. Fisher School of Business at The Ohio State University, which she earned in 2009. She obtained her CPA designation in 2011. After gaining invaluable experience at a Top 100 firm, Rebekah decided to leave public accounting and leverage her talents and experiences to work on behalf of the profession at the Maryland Association of CPAs.

McGowan Program Administrators (MPA) is America’s leading writer of specialized insurance programs, available exclusively through MPA on “A” Rated, Admitted Paper in all 50 states. For more than six decades, we’ve been dedicated to program business, delivering products that help brokers stand out through competitive pricing and coverage.
Since 1998, McGowan Professional has been one of the nation’s largest writers of Accountants E&O, advising firms and tailoring policies to the unique needs of the accounting industry. Through our Private Equity Solutions, we’ve supported hundreds of PE/CPA transactions, partnering with top private equity groups worldwide to provide professional liability coverage designed for today’s complex M&A landscape.

Capacity constraints remain one of the biggest barriers to growth. This closing session will explore how firms are developing integrated workforce strategies that balance hiring, outsourcing, and automation. Learn how leading firms are leveraging AI, offshore talent, and smarter staffing models to increase capacity, improve efficiency, and support long-term scalability.

Sustainable, measured, and controlled growth is never the result of one decision, one hire, or one software solution. This type of growth results from a cohesive strategy.

In this keynote, Joe Woodard will provide a high-level roadmap for how your firm can align its strategies around clients, services, technology, people, and systems to design and build a single, scalable practice strategy, or “platform.” The session will also serve as a framework for the conference, helping attendees connect each session to the bigger picture of firm growth.

High-performing firms don’t grow by accident—they follow a deliberate, repeatable strategy. In this panel, firm leaders will break down how they define, operationalize, and execute on growth initiatives that scale. From setting a clear strategic direction to aligning leadership, resources, and accountability, learn how top firms are turning growth plans into measurable outcomes.