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Dear Member - 

As my tenure as Chair of this organization draws to a close, I have been reflecting on my years on the Board and as a member of this great organization. When I transitioned my role from external client service to internal client service 15+ years ago, I needed an organization that could help me define and refine my role and skills. My research led me to CPAFMA (at the time AAA). This organization has given me so much over my years in the accounting profession. The friendships, the knowledge, the experiences, all too many to enumerate, have had a profound effect on my career in firm management. My experience with CPAFMA has only been enhanced by being on the Board. I encourage anyone who has a desire to give back to the accounting profession and, specifically, to firm management to consider applying to join the Board. It has been my great honor to Chair this organization and I am confident the future is bright with the new leadership team that is in place for 2023. While my tenure as Chair ends, I do have one more year to serve on the Board as Immediate Past Chair and I look forward to my farewell tour.

During 2022, while doing our customary due diligence and evaluating all of our relationships, the Board, after much discussion, decided it was time again to solicit proposals from a number of management companies. After reviewing those proposals and interviewing the companies, the Board decided to hire AMR Management Services (AMR) as our management company beginning January 1, 2023. More information will be forthcoming on AMR and their company once their tenure begins in 2023.

So as my tenure ends, so does another. CPAFMA has been fortunate to have Advanced Management Concepts, Inc. (AMC) as our management company for as long as I can remember. AMC’s President and CEO is Kim Fantaci and she and her team have been an integral part of the success of CPAFMA through the years. She has worked tirelessly on CPAFMA’s behalf internally and externally and has helped to grow our name in the accounting profession. This decision to shift to another management company was not easy and came with much soul searching from your Board.  But in an effort to gain access to some additionally needed services for our members and the board, we felt it was in the best interest of CPAFMA to make this change at this time.

CPAFMA owes Kim a debt of gratitude and I hope each member of CPAFMA will take a moment and thank her for her leadership and service. We, as the Board, wish Kim nothing but success in her future endeavors and look forward to her always remaining a friend of CPAFMA.

I know I speak on behalf of Kim, the CPAFMA staff and the entire Board as I wish each of you, your family and your firm family a very Happy Holiday Season and the brightest of New Years. Be safe and stay healthy.

Yours truly,

Alan Alexander, CPA, PAFM
CPAFMA 2021-2022 Chair



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