Leading the management of CPA firms by empowering and equipping them to succeed

CPA Firm Management Association

CPA Firm Management Association is leading the management of CPA firms by empowering and equipping them to succeed by providing community + connections, inspiring to advocate + elevate, sharing resources + tools, offering education + knowledge, and exchanging strategy + implementation.

Events

Upcoming Events  |  Webinars
CPAFMA Connections 2026
June 23 - 26, 2026

CPAFMA Connections 2026

Join us for CPAFMA Connections 2026 stand-alone conference, June 23-26 in Salt Lake City. Registration opens late Fall. For now, save the date! Call for Speakers is OPEN!Submit here. CPAFMA is now accepting speaker presentation proposals for the 2026 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The ...

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2025 Technology Series
April 24 - December 16, 2025

2025 Technology Series

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2025 Technology Series will include three educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and the June Webinar presented by John Higgins, CPA.CITP. The series will explore topics essential to optimizing your firm's productivity and efficiency.

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2025 HR Series
June 24 - September 9, 2025

2025 HR Series

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 to help your firm stay ahead in today’s competitive talent landscape.

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Setting Salaries: A Data Driven Approach
September 30, 2025

Setting Salaries: A Data Driven Approach

This webinar is for HR leaders, Firm administrators, and Managing partners alike, who are looking to get a handle on setting compensation for their firms and who are asking themselves "should this really be this difficult?" The answer is that it does not need to be difficult, but it is incredibly important to get right within your firm. This session will take a deep dive on setting compensation, the various data sources you can use, some of the ...

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Michigan Chapter: MI Group: Meeting and Roundtable Discussion, October Meeting
October 28, 2025

Michigan Chapter: MI Group: Meeting and Roundtable Discussion, October Meeting

EDUCATION: Active Shooter TrainingA.L.I.C.E. Certified Instructor from local police department will be presenting.  This training will equip you with the skills to survive violent critical incidents. “You must decide if you can safely evacuate.  Should you secure in place? And what can you use to barricade your location?  Should you counter the attack and attempt to take back control of the environment?” ATTENDEES:

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Happenings

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CPAFMA Seeks Candidates for the Board of Directors

CPAFMA Seeks Candidates for the Board of Directors

August 1, 2025

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 ...

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CPAFMA Announces DeBora and Goodwin to Board

CPAFMA Announces DeBora and Goodwin to Board

January 9, 2025

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, ...

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CPAFMA 2025 Member Town Hall

CPAFMA 2025 Member Town Hall

December 20, 2024

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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2025 CPAFMA Technology Survey Findings Released

December 19, 2024

The CPA Firm Management Association recently concluded the 2025 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 22 and December 12, 2024, with 180 firms participating*. Survey participants covered the full gamut of CPAFMA’s membership with 17% being in firms >100 members, 21% being between 50-99 ...

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CPAFMA has an alliance with AICPA PCPS to further facilitate the importance of firm management and the necessity of firms of all sizes to recognize the role the firm manager plays in the success of CPA firms.

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