Happenings!

Business Development For Non-Selling Professionals: Maximizing Efficiency and Effectiveness to Attract Ideal Clients

By Janie Henderson posted 15 days ago
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Register Now! Course Description This session is designed for firm partners, directors and managers who want to improve balance between business development and delivery of client work. This will be an interactive session that engages the audience and provides practical tips and best practices that can be easily implemented. The outcome of the session will be to help participants be more efficient and effective with limited business development time. Learning Objectives: 1. Describe how to coach and develop your team to be more efficient and more effective with time spent on business development 2. Recognize how to identify your firm’s ...
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CPAFMA Webinar Next Week: Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead

By Janie Henderson posted 16 days ago
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Register Now! Course Description In today's fast-paced financial landscape, the ability to make informed decisions swiftly can set CPA firms apart from the competition. Join us for an insightful webinar that explores the transformative power of real-time data in decision-making processes and how ERP (Enterprise Resource Planning) systems can be your strategic ally. This engaging session will delve into the significance of real-time data for CPA firms, highlighting how timely insights can enhance accuracy, drive efficiency, and foster proactive decision-making. You will learn how ERP systems centralize and streamline data, providing instant access ...
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CPAFMA 2026 Town Hall

By CPAFMA HQ posted 25 days ago
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📢 You're Invited: Complete the CPAFMA Technology Survey — Then Join Us for the Results Webinar!

By Janie Henderson posted 11-26-2025
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📢 You're Invited: Complete the CPAFMA Technology Survey — Then Join Us for the Results Webinar! Looking for guidance on which technologies your firm should prioritize in the coming year? CPAFMA is conducting an important survey to better understand the tools member firms are currently using—and to help shape future webinar topics and Connections Community discussions. ⏱ Time Commitment: Less than 30 minutes 📅 Survey Deadline: December 8, 2025 By participating, you’ll play a direct role in influencing the resources and conversations that support firms across the profession. Participation Perks As a thank-you for completing the ...
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AICPA 2025 National Management of an Accounting Practice (MAP) Benchmarking Survey Results – Trends and Opportunities for Firms

By Janie Henderson posted 11-26-2025
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Upcoming Webinar: AICPA 2025 MAP Survey Results – What the Trends Mean for Your Firm I’m looking forward to the upcoming session “AICPA 2025 National Management of an Accounting Practice (MAP) Benchmarking Survey Results – Trends and Opportunities for Firms” taking place on Tuesday, December 9, 2025 at 1:00 PM ET . Presented by Erin Hartman, CPA , this webinar will provide an in-depth review of the latest AICPA/PCPS MAP Survey findings—one of the most widely referenced benchmarking tools for accounting firms. This session is ideal for firm leaders, managers, and anyone involved in strategic planning or practice management. It’s a basic-level, 1 CPE ...
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Firm Management Webinar Series

By Janie Henderson posted 11-05-2025
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Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment. The next installment of this series is Change Management Essentials for Firm Managers on November 12th at 1:00 pm ET. Read more and register at this link.
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October Firm Member Roundtable

By Janie Henderson posted 09-30-2025
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Please register to join us for a Firm Management discussion - for firm members only - on Zoom followed by breakout rooms by firm size. Register here. Review Community Guidelines here .
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Open Call for Board Nominations

By Janie Henderson posted 08-25-2025
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Open Call for Board Nominations! Fill out this form by September 2nd.
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September Firm Member Roundtable

By Janie Henderson posted 08-25-2025
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Please register to join us for an HR discussion - for firm members only - on Zoom followed by breakout rooms by firm size. Register here. Review Community Guidelines here .
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CPAFMA Seeks Candidates for the Board of Directors

By CPAFMA HQ posted 08-01-2025
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CPAFMA is looking for leaders to serve as members of the Board of Directors. Such leaders should: • Have a vision for CPAFMA • Support and embody the values and mission of CPAFMA in elevating the profession • Be willing to invest the extra time necessary to serve CPAFMA • Demonstrate prior service and contribution to CPAFMA and the profession • Be supported in this service to CPAFMA by their firm Application Deadline September 2. Click here for application CPAFMA 2026 Nomination Application .
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August Firm Member Roundtable

By Kate McLean posted 07-23-2025
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Please register to join us for an HR discussion - for firm members only - on Zoom followed by breakout rooms by firm size. Register here. Review Community Guidelines here .
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HR Webinar Series

By Kate McLean posted 06-17-2025
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2025 HR Series June 24, 2025 1:00pm - September 9, 2025 2:00pm ET Location Information: Zoom Entire Series - Register for the entire series $80 Members | Free PAFM | $160 Non-Members (buy two, get one free) Single Webinar $40 Members | Free PAFM | $80 Non-Members Join us for a three-part CPAFMA HR Webinar Series , featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies , recruitment best practices , and emerging 2025 workforce trends —all designed ...
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June Firm Member Roundtable

By Kate McLean posted 06-02-2025
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Register to Join Us for the June Roundtable Firm Members: Please register to join us for a full membership discussion on Zoom followed by breakout rooms by firm size. Sandra Wiley, Boomer Consulting, will moderate the HR trends and topics discussion.
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CPAFMA Announces DeBora and Goodwin to Board

By CPAFMA HQ posted 01-09-2025
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Press Release [LEXINGTON, Ky., Jan. 9, 2025] CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to succeed, announces the addition of two board members. CPAFMA welcomes Karen DeBora and Tammy Goodwin. Karen DeBora, PAFM, brings over 25 years of experience in accounting client services to her role as the Director of CPA Operations and Administration at Aldrich CPAs + Advisors LLP. In 2019, Karen was honored with her firm’s Stephen M. Tatone Servant Leadership Award, recognizing her unwavering dedication to her team, clients, and community. A CPAFMA member since 2019, she has actively contributed to the ...
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CPAFMA 2025 Member Town Hall

By CPAFMA HQ posted 12-20-2024
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A virtual member meeting led by our 2025 Board Chair, Kris Latchaw. Register to join us and welcome the new board members and learn more about the strategic plan, upcoming CONNECTIONS, Webinars and more. Register to add to your calendar here!
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2026 CPAFMA Technology Survey Findings Released

By CPAFMA HQ posted 12-19-2024
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The CPA Firm Management Association (CPAFMA.com) completed their 2026 Digitally Driven Firm survey in December 2025 to identify the technologies and applications firms are adopting and using going into the upcoming busy season. With the obvious impact that AI is having on changing the technology landscape at an increasingly faster pace, this year’s survey consolidated alternating hardware and software surveys into a single survey to be updated and administered annually. For 2026, 162 firms participated with 51% having between 26 and 100 personnel and 18% having more than 100 members. In addition, 40% were multi-office, reflecting the medium to larger size ...
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Call for Committee Interest

By Kate McLean posted 12-16-2024
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CPAFMA is excited to announce our 2025 call for committees, and we invite interested members to join us. This is a unique chance to contribute to our organization's goals and make a meaningful impact within our industry. Firm members and vendor/consultant members are encouraged to apply. Applications due January 10, 2025. We are seeking committee members for: Connections Committee Membership Committee Programs Committee Apply Today!
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Remembering Don Scholl

By CPAFMA HQ posted 04-02-2024
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CPAFMA is saddened to announce the passing of one of its founding members, Donald Scholl. Don created the Association for Accounting Administration in 1984, along with industry consultants Clifford Brownstein and Gene Cohen, and served as its first president from 1984-1986. He continued to serve the Association as an Advisory Board Member through his retirement in 2009, setting up what would become today’s CPAFMA. Don is especially remembered for his strategic planning consulting which included advising hundreds of today’s leading CPA firms via his Management for Results (MFR) and Predictive Index (PI) programs. He was highly regarded as a retreat facilitator ...
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CPAFMA Announces Raines and Tonkowich to Board

By CPAFMA HQ posted 01-19-2024
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CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to success, today announces the addition of two board members. CPAFMA welcomes Jeremy Raines and Jon Tonkowich. Jeremy Raines has over 15 years’ worth of experience in a variety of high-growth industries working in business operations management, five and a half years’ worth of experience serving as Director of Operations for CPA firms. He previously spent four and a half years working at Dean Dorton based out of Lexington, Kentucky, serving as their Director of Firm Operations, and currently works for Whitlesey Advising based out of Hartford, Connecticut, ...
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2024 CPAFMA Technology Survey Findings Released

By CPAFMA HQ posted 01-02-2024
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The CPA Firm Management Association recently concluded the 2024 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 28 and December 12, 2023, with 140 firms participating*. The survey is representative of CPAFMA membership with 91% having 10 personnel or more and 40% (56 firms) having multiple offices. Two survey respondents were 100% virtual, which was a new finding in the survey. Click here to look at the findings and benchmark your firm. Roman H. Kepczyk, CPA.CITP, PAFM is the Director of Firm Technology Strategy for Rightworks ...
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