Happenings!

Aprio Launches a National Alliance with Transition of RSM Firm Foundation Program

By CPAFMA HQ posted 09-30-2021
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Today, Aprio, LLP , a top business?advisory and CPA firm, announced RSM’s Firm Foundation program will transition to Aprio as a key driver for expanding Aprio’s partnership program with independently owned CPA firms nationwide. On December 1, 2021, Aprio will adopt the Firm Foundation model and aggressively expand it as a national alliance focusing on the firm’s passion for “what’s next.” “Aprio is taking the next step in evolving our partnership program and working with firms across the country to drive their success,” said Richard Kopelman, managing partner and CEO of Aprio, LLP. “We are dedicated ...
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Businesses with 100 or More Employees May Soon Be Subject to Vaccine Mandate

By CPAFMA HQ posted 09-13-2021
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On Sept. 9, 2021, President Biden announced, as part of his “Path out of the Pandemic” Action Plan, a forthcoming OSHA Emergency Temporary Standard (ETS) which will require employers with 100 or more employees (projected to impact over 80 million workers) to mandate all employees be vaccinated or produce a negative COVID-19 test at least once per week prior to being permitted to report to work . Because the rule would be an emergency temporary standard, it will undergo an expedited review process without solicitation or review of public comments before it is issued by the Department of Labor (DOL). This impending ETS (like the earlier ETS OSHA issued ...
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CPAFMA Announces 2021 Firm Manager of the Year

By CPAFMA HQ posted 08-02-2021
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July 29, 2021 -- During the CPA Firm Management Association's National Practice Management Conference, held in partnership with the AICPA & CIMA ENGAGE 2021 event, July 26-29, CPAFMA announced the recipient of it's 2021 Firm Manager of the Year Award. The award will be presented in-person during the Association's CONNECTIONS2022 event, June 21-24 in Portland, Maine when everyone is able to be together in-person. This year's recipient along with the firm were told of the award in advance of the announcement and true to character, the day of the presentation, the recipient could be found moving more than a dozen members of her firm's newly acquired firm ...
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5 Opportunities for Upgrading the Firm's Tech Stack

By CPAFMA HQ posted 07-15-2021
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One of the top strategic priorities in every firm I have worked with in the past year is the development of their CAAS (Client Accountant and Advisory Services) service capabilities. In addition to identifying niche expertise and segments to deliver targeted future services, these firms are actively learning advisory, facilitation, and marketing skills with a focus on directing their clients towards improving their businesses. Much of each firm’s CAAS practice will be built upon automating the various components of their client’s businesses through the adoption and integration of a business “suite” of applications which is being referred ...
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Identity Theft on the Rise! Protect Your Personnel

By CPAFMA HQ posted 05-14-2021
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The latest Federal Trade Commission (FTC) report pointed out that just under 1.4M people in the US had their identities stolen in 2020, which was double the number of the previous year. Many of these thefts led to the creation of fraudulent driver’s licenses, passports, health insurance cards, and other government identification but most thefts led to financial fraud with a whopping 394,280 ID thefts specifically targeting unemployment benefit fraud in 2020. The unfortunate reality is that Identity theft is expected to significantly increase in 2021, which in turn creates significant havoc on victim’s lives. ”60% of Americans believe that ...
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A Rare Opportunity to Hear from Two of the Most Influential Thought Leaders in the World

By CPAFMA HQ posted 05-14-2021
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Take advantage of our exclusive virtual event , “ Exploring New Frontiers: An Evening of Innovative Ideas ” , b y registering for the 2021 CPAFMA National Practice Management Conference in conjunction with ENGAGE. The event will feature NASA engineer for Jet Propulsion Labs, Adam Steltzner, Virgin Group founder and entrepreneur, Sir Richard Branson, as the keynote speakers , and will be streamed live on June 8 th from 6:00 pm-9:00 pm . During the session, Steltzner will begin by detail ing Jet Propulsion Lab’s successful landing of the rover “Perseverance” on Mars on February ...
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New MAPCasts available for Spring & Summer

By Dana Clark posted 03-25-2021
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There are 6 NEW MAPCast opportunities to increase your knowledge.  The 2021 Technology Series presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks  available individually, or you can save by registering for the whole series. See links below - Cost per MAPCast $25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs Choose your MAPCast The entire series can be purchased at a discount for: $100.00 for Members / $225.00 for Non-Members / Free for PAFMS Register for ENTIRE SERIES
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CPAFMA Accepts Nominations for 2021-2022 National Board

By Kimberly Fantaci posted 02-23-2021
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Are you willing to step forward as a leader in the profession and join the CPAFMA National Board of Directors? Do you know a CPAFMA peer who would be perfect for this important role? The CPAFMA Board of Directors is seeking qualified candidates to be considered for Board service for the 2021-2022 year. If you have a commitment to the organization and to the profession and are willing to invest some time and energy in helping to make a difference, please complete the Association's Nominee Resume and submit it by midnight local time on   March 15, 2021 . This application should be completed by the individual who would like to be nominated. IMPORTANT FACTS ...
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.cpa Domain: Clearing Up Confusion Regarding Basic Activation Requirements

By Kimberly Fantaci posted 10-23-2020
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There has been some confusion surrounding the activation requirements of the .cpa domain since the AICPA launched the program on September 1. The following was recently outlined as the Basic Activation Requirements effective November 1, 2020. Basic Activation Requirements Website - within one month of being issued your domain, redirect it to your current .com website - within one year of being issued your domain, use it as an active firm branded website. You have multiple options: Create a microsite Create a web page(s) with your name, logo and content Make it your primary website - if you bought multiple domains, you only need to activate ...
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August 2020 Confab on Diversity, Inclusion & Equity References PCPS D&I Toolkit

By Kimberly Fantaci posted 08-17-2020
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From the August 2020 Confab on Diversity, Inclusion & Equity, several members noted the usefulness of the PCPS Diversity & Inclusion Toolkit.  CPAFMA is proud to be an alliance partner with PCPS and share the following table of contents of their D&I Toolkit with you.  For members of the PCPS, we are happy to forward the Toolkit to you, simply message CPAFMA HQ through Connect.  For membership information, visit AICPA.org. PCPS Diversity and Inclusion Toolkit Table of Contents * indicates resource is pdf included in zip file download Toolkit roadmap* - Use the roadmap as a guide as you set your firm's priorities for increasing diversity and building ...
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Transitioning in a Year of Nothing Normal

By Kimberly Fantaci posted 07-08-2020
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Our dear CPAFMA friends – what a year this has been!  My time on the CPAFMA board has been so magnificent and although I have another year as Immediate Past Chair, I feel compelled to list some accomplishments we’ve made over the past seven years! I am honored to have served with the best-of-the-best firm managers and COO’s this country’s accounting firms have ever seen. I was part of this grand organization when, together, we ... changed our name from administrators to managers solidified our relationship with the AICPA and PCPS upgraded our website to include Connect strengthened our MAPCast offerings collaborated with the Association ...
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Make Sure Every Voice is Represented - And Heard

By Kimberly Fantaci posted 07-08-2020
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Firms recognize the value in diversity and inclusion, but implementation can be challenging. If you’re asking yourself, Where do I start?, complete our Accounting Inclusion Maturity Model . This FREE assessment tool measures 13 competencies in four core areas (workplace, workforce, marketplace and supplier/community). Use the results to determine next steps, improve results each year and benchmark with other firms.
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CPAFMA Launches 2020 Firm Manager Compensation Survey

By Kimberly Fantaci posted 06-04-2020
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The CPA Firm Management Association is conducting an informal  compensation survey . The survey is intentionally designed to be efficient and provide information needed by firms regarding the firm manager position.   Completing the survey will take no more than ten minutes and should be completed by the firm manager (Administrative Partner, COO, Director of Operations, Firm Manager, Officer Administrator, etc.).  Data will be captured electronically and results distributed to members the first week of July 2020. All data will be confidential.   The deadline is June 18, 2020 at midnight local time.   To complete the survey, click   here .
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Maner Costerisan Hires First Director of Marketing

By Kimberly Fantaci posted 05-26-2020
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CPAFMA member firm,   Maner Costerisan , in Lansing, MI recently announced the hiring of their first Director of Marketing,  Julie Ross . Julie comes to the firm after serving as Jackson's content marketing manager.  A graduate of Michigan State University, Julie brings more than 15 years of experience to the  full-service public accounting, technology, and business advisory firm. Maner Costerisan, a BDO Alliance USA firm, is the largest locally-owned firm in mid-Michigan, serving clients of all sizes and across a range of industries with a staff of more than 130 individuals.  The firm's Director of Administration,  Kris Latchaw, CPA  is a Director on ...
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Koziel to Head Allinial Global

By Kimberly Fantaci posted 05-26-2020
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American Institute of CPAs executive vice president of firm services Mark Koziel announced that he is leaving after almost a decade-and-a-half with the institute to take the helm at international accounting association Allinial Global. Koziel will become president and CEO of the association on August 1, following the retirement of current chief Terry Snyder. He was selected after an extensive review that looked at over 100 candidates. A widely respected figure in the profession, Koziel has often been one of the AICPA's most prominent faces for members through his work as head of firm services and his frequent public speaking. He has been regularly included ...
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Accountable for Change Offers Free Online Courses to CPAFMA Members

By Kimberly Fantaci posted 04-24-2020
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Accountable for Change is making online courses available to all CPAFMA members and their firms for free until April 30, 2020. Once members register for the courses they have access for 6 months. This offering has no strings attached, Accountable for Change is looking to help member firms by providing free online training. To take advantage of this opportunity to build new capabilities / skills by providing free, online training to your teams.  Each team member can select two (2) courses from this list for six (6) months. To register, email sueg@accountableforchange.com with the course information you are interested in completing. Once registered, you ...
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Small Businesses Are Worse Off Than We Thought

By Kimberly Fantaci posted 04-20-2020
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If the COVID-19 crisis lasts four months, 65 percent of small retailers say there’s a good chance they’ll be forced to close permanently by the end of the year. Among restaurants and bars, 70 percent expect to go out of business if social-distancing orders last into July. That’s according to a   new survey   (pdf)   of nearly 6,000 small-business owners conducted by a team of researchers in partnership with   Alignable , an online business networking platform with 4.5 million members. The survey results paint a bleak picture of America’s current small-business ecosystem, in which results find 43 percent of firms are temporarily closed and 40 percent of ...
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Remote Work and Cybersecurity MAPCast Offered on April 23

By Kimberly Fantaci posted 04-20-2020
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With the sudden and jolting push to remote work across the country, cybersecurity has never been more important. As coronavirus scams explode, and the number of breaches takes an alarming rise, now is the perfect time to re-focus on how to maximize the safety of your firm, and your clients. CPAFMA in cooperation with Chesapeake Professional Liability Brokers will be hosting a MAPCast on April 23, Remote Work and Cybersecurity: Protecting Yourself and Your Clients  that will focus on: - Awareness of common scams and the importance of employee security awareness training; - Easy steps firms can take to minimize the odds of fraudulent money transfers; ...
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Leading in Unusual Times: A Free Virtual Learning Series

By Kimberly Fantaci posted 03-16-2020
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Navigating uncertainty and disruption by leading yourself and others when it’s  business as unusual.   pLink Leadership is offering a series of free webinars to leaders dealing with today's disruptions. Visit Events  calendar for a information about the series. As the world is coming to grips with the current reality, caused by the pandemic, it’s more important than ever that business leaders stay calm and lead their teams with courage and connection. While we can’t control the scope and scale of the adversity we may face, how we lead during this time is well within our control. Effective leadership will require self-awareness, clear intention, well-thought-out ...
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CPA/Business Advisory Firm DeLeon & Stang Names Brad Hoffman Co-managing Partner

By Kimberly Fantaci posted 02-13-2020
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DeLeon & Stang, a CPA and business advisory firm with offices in Maryland and Virginia, recently announced that partner Brad Hoffman, CPA, has been named co-managing partner along with Richard Stang. The announcement comes as part of a planned transition of the firm’s leadership. Allen DeLeon, CPA, founding partner and co-managing partner, with more than 35 years of experience, will retire December 31, 2020.  Hoffman joined D&S in 2012 and has been partner-in-charge of the firm’s Leesburg, VA and Frederick, MD, offices. He provides tax, M&A, and other consulting services to a wide variety of clients including trade contractors, government contractors, ...
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