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Announcements List

  • August Roundtable

    By: Janie Henderson Janie Henderson , 23 days ago
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    Register to Join Us for the August Roundtable!

    Please register to join us for a discussion on The Modern CPA Firm Hiring Playbook - for firm members only - on Zoom followed by breakout rooms by firm size.
     
    This is an interactive event, please plan to be on camera and unmuted
    to get the most out of the session.
     

  • Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm

    By: Janie Henderson Janie Henderson , 23 days ago
    imageJoin us August 27 at 1:00 pm! Register Here
    General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security. This session breaks down the real difference between general-purpose AI and a platform-native system built with firm data already in context, including what recent IRS guidance means for how firms should be reviewing AI-assisted work. We'll ground the discussion in a live look at Coworker, Canopy's native AI execution layer, and the human-in-the-loop framework that keeps your team in control of every output before it reaches a client.

  • CPAFMA Membership Refresher: Today!

    By: Janie Henderson Janie Henderson , 26 days ago

    We look forward to seeing you at today's Membership Refresher!

    The Zoom Link is available by registering through Zoom. Click Here to register if you haven't already!

    Whether you're a new member or have been part of CPAFMA for years, this Membership Refresher webinar is designed to help you maximize the value of your membership. Join us for a guided overview of the benefits, resources, educational programs, networking opportunities, and member communities available through CPAFMA. We'll also share tips for staying engaged throughout the year, answer your questions, and highlight ways to connect with peers and take advantage of everything your membership has to offer!

  • July Roundtable Event with Sandra Wiley!

    By: Janie Henderson Janie Henderson , 2 months ago
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    Register to Join Us for the July Roundtable!

    Please register to join us for a discussion on Shaping The Talent In Our Profession - for firm members only - on Zoom followed by breakout rooms by firm size.
     
    This is an interactive event, please plan to be on camera and unmuted
    to get the most out of the session.

  • TODAY: May Roundtable (Post Tax Season Discussion)

    By: Janie Henderson Janie Henderson , 4 months ago

    Firm Members, join us today for the May Roundtable! 

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    Zoom Registration: Click Here 

    If you have not yet completed your Post Tax Season Survey, please do so at this link.

  • Join us for the May Roundtable Event!

    By: Janie Henderson Janie Henderson , 4 months ago
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  • Don't Forget: Roundtable Tomorrow!

    By: Janie Henderson Janie Henderson , 6 months ago
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    The February Roundtable event is tomorrow at 3:00pm. Moderated by Sandra Wiley, CPAFMA Board Advisor.
    For Firm Members only (you received an invite link via email). 
    We hope to see you tomorrow!

  • Join the February 18th Roundtable at 3 pm ET!

    By: Lauren Myers Lauren Myers , 7 months ago
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    Zoom Registration link was emailed to all Firm Members.  If you did not receive the link, send an email to info@cpafma.org.  Note the new time this month - 3 pm ET!

  • Connections 2026 Registration is Open!

    By: Janie Henderson Janie Henderson , 7 months ago
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    Registration is now OPEN for Connections 2026! Click here to register now.

    For our LinkedIn friends: Help us spread the word by sharing our recent announcement. Click here to view the post and share.

    See you in SLC!

  • Last call to take the CPAFMA 2026 TECH SURVEY!

    By: Lauren Myers Lauren Myers , 9 months ago

    The 2026 CPAFMA Technology Survey is closing today, and this is your last chance to participate. As firm technology continues to evolve at a rapid pace, it’s more important than ever for all members to share what tools you’re using, what’s working, and where you’re headed next.

    Your responses help us:

    • Benchmark what firms are actually doing
    • Identify trends and best practices
    • Shape future CPAFMA programming, resources, and discussions

    📌 If you have already completed the survey, thank you — and please feel free to disregard this reminder.

    Otherwise, please take a few minutes today to complete the survey and make sure your firm’s voice is included.

  • New Member Exchange Rescheduled to December 2

    By: Janie Henderson Janie Henderson , 9 months ago

    The November New Member Exchange has been rescheduled to Tuesday, December 2nd at 3:30 pm ET. 

    The New Member Exchange is for new CPAFMA Members to virtually network and learn more about their membership benefits.  

    This event is optional, but we hope that you join us! New Members received a calendar invite. Please RSVP for effective scheduling.

    New Members, we will see you next week!