Happenings!

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Firm managers are called to be leaders – by the best traditions of the accounting profession, by standards of professional responsibility, and by the expectations of the communities in which they work and live. And yet, until recently, there has been little attention given to leadership training for those responsible for the day-to-day management of CPA firms as they enter the profession and begin to develop the skills necessary for their success and the success of their firms. In an effort to prepare emerging leaders for this calling, the CPAFMA is providing a leadership training program in cooperation with Succession Institute . The CPA Firm Management ...
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Attendees will learn the importance of completing a digital audit of their personal and business online assets, will understand basic steps to protect their social media accounts, will learn what social engineering is and how to limit their exposure to it, and will understand the risks of connecting to public WiFi network. Register her
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The Gift of PAFM

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CPAFMA's  Public Accounting Firm Manager (PAFM)™ program*  provides the opportunity to demonstrate you have the  knowledge, leadership, skills,  and  abilities  to operate at a high level of expertise in the field of accounting firm management. Think. Experience. Elevate. The process of attaining the PAFM designation includes meeting the experience-and education-based eligibility requirements, agreeing to adhere to  CPAFMA’s Core Values of a Firm Manager , and fulfilling the continuing education/recertification requirements. The PAFM designation will identify you as a dedicated and experienced accounting firm manager who understands the unique and ...
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CPAFMA provides more than  30  live webinars each year on a variety of firm management topics. Each MAPCast is recorded and available to watch at your convenience. Live MAPCasts offer CPE and PAFMs can take advantage of these educational opportunities for  free ! Upcoming MAPCasts Include: December 20, 2019 2020 Digitally Driven Firm Survey Results Overview   @ 11:30 AM ET Is your firm on the "bleeding" or stable edge of being a digitally driven firm? ...Or is your technology always lagging? Find out what digital technologies and evolving trends your peer firms are utilizing this upcoming busy season from Roman H. Kepczyk as he presents the ...
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Whether you are a sole practitioner or multi-partner firm, join Phil and David who will share with you the importance and relative ease of adding Advisory Services to your service offerings. o Build it, buy it or … o The “Grand Slam” strategy concept o Risks you will certainly face if you do not have advisory service offerings To learn more or to register,
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Tis the season of giving! Don’t forget to post your random acts of kindness to the All-Member Community discussion forum for a chance to be highlighted on CPAFMA’s social media and website! Need ideas? Check out a few below! Pro-bono work for a client in need Donate to a food bank or animal shelter Bring in breakfast, coffee or lunch for co-workers Volunteer your time at a local charity & share your experience Leave a gift or letter of appreciation for your mail carrier By choosing to integrate these random acts of kindness, it is sure to bring joy to your holiday season
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Is your firm on the “bleeding” or stable edge of being a digitally driven firm? ...Or is your technology always lagging? Find out what digital technologies and evolving trends your peer firms are utilizing this upcoming busy season from CPAFMA Advisory Board Member Roman H. Kepczyk as he presents the findings of the  2020 CPAFMA Digitally Driven Firm Survey  -  formerly the CPAFMA Paperless Benchmarking Survey, the longest running paperless benchmarking survey in the accounting profession . This update, completed in December, will provide you and your firm with the valuable, consistent benchmarking this survey is known to provide.  ...
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Do technology implementation changes create resistance within your firm? On December 17 join Lacy Magby, VP of Sales at Conarc, and Jeanie Price, PAFM of DeLeon & Stang, for a MAPCast covering the best practices for implementing technology changes in your firm For more information or to register, cli
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In this webinar we will review the IRS acceptance of e-signatures for form 8879 in 2014. We will also cover how K-1s have historically been distributed and the related issues with these methods. Finally we will ensure you are up-to-date on the IRS Requirements for electronic K-1 distribution and provide a brief demonstration of the award-winning software, SafeSend Returns- the only solution offering automated electronic K-1 distribution. Register
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Cybersecurity is best approached with a blend of people, process, and technology. This webinar will explore approaches to creating a cybersecurity strategy by focusing on the 5 functions of the NIST Cybersecurity Framework: Identify, Protect, Detect, Respond, & Recover. NCSA's Director of Education & Strategic Initiatives will provide an overview of each, and will highlight actionable steps organizations can take within each function to create and implement their cybersecurity strategy. Re
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If you’re like most accounting firms, you’re struggling to stand out, better engage with clients and generate more revenue. Marketing plays a huge role, but sending amazing marketing content that your clients love can be daunting. In this webinar, we will show you step-by-step how to create and send amazing content with limited time and limited budget. More specifically, you’ll learn:  What types of marketing content you should be sending to prospects, clients and referral sources.  How to easily organize and segment your contacts in order to send content they want to receive.  How to brainstorm great ideas for content and create a content calendar. ...
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Having credit cards stolen while you are traveling can be a real nightmare. Keeping copies of credit cards, phone numbers and IDs in a secure location makes it easier to cancel them quickly. For more security tips click here
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Please help us in welcoming Steven Bankler, CPA, LTD as our newest member! Since 1977, Steven Bankler and his team of seasoned CPAs have been taking the pain out of taxes and finding proven ways to save their clients' money. Their team provides creative solutions to their clients' unique problems including tax and estate planning, forensic accounting, expert witness and litigation sup
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Katie Marquard, Manager of Sales and Marketing with SafeSend, will present the MAPCast, E-Signatures for Form 8879 and Related Issues on December 12. In this session, Marquard will review the IRS acceptance of e-signatures for form 8879, as well as how K-1s have historically been distributed. For more information or to register click h
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CPAFMA welcomes Peterson Whitaker & Bjork LLC! Peterson Whitaker & Bjork LLC is a Twin Cities-based accounting firm. Their team is dedicated to providing individuals and businesses throughout the Midwest and beyond with new ideas and technologies that solve their client’s business, tax, and financial challenges. The Firm Administrator for PWB is Jody Holstein, beside Managing Partner Brian Peterson. From audit and assurance services to specialty tax consulting, they help their clients achieve their goal
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Tip: Make it harder for pickpockets- always be aware of your surroundings and target items like your wallet or phone. “Think Security First” by Neal O’Farrell shows you how to avoid security pitfalls. It is available for download at www.cpafma.org
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Engagement is different than satisfaction, and in this session we will explore the definitions and impact of various engagement levels, discuss the factors which drive engagement, explore how to evaluate engagement, and simple and more complex opportunities for increasing employee engagement.  Course Description Gallup uncovered that 66% of employees were not engaged or actively disengaged in their work. Many don’t feel a strong connection with their company or the mission—if there even is one. You don’t need a study to tell you the hard and soft costs disengagement creates for a business. It’s estimated employees who are checked-out cost the U.S. economy ...
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Gordon Advisors is CPA Firm Management Association’s newest member!  Gordon Advisors strives to provide high quality service on a timely basis, and gain knowledge about their client’s operations. By using this knowledge, Gordon Advisors is able to help their clients determine and satisfy their specific needs, goals, and growth objectives. The Firm Administrator of Gordon Advisors is Scott O’Rourke and Managing Partner Paul Arment. Please help us give Gordon Advisors a warm welcome! Visit their website, her
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Please help us welcome CPA Firm Management Association’s new member, Boos & Associates, a Professional Corporation! Boos & Associates is a mid-size CPA firm in Fresno, California with a primary focus on large complex engagements for both publicly held and closely held businesses and high net worth individuals. Many of their associates are former Big 4 accounting firm personnel and have worked together for many years. Welcome – Boos & Associates and their Firm Administrator, Wayne Boos! Visit their website,
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The MAPCast, Cybersecurity 101: Start with the Basics, is just 3 days away. Don’t miss out on this opportunity to learn basic cybersecurity techniques that you can start implementing immediately. For more information, or to register visit  https://cpafma.org/education/mapcast-details?id=307
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