About CPAFMA

CPA Firm Management Association was founded on January 1, 1984, to enable accounting firm managers to communicate with one another and provide each other with the benefits of everyone's experiences in what was a new and emerging profession. Through a combination of local meetings and seminars, national conferences, publications and surveys, CPAFMA, a firm-based membership association, has continued to offer benefits to members at minimal cost.

The Association is the one representative voice of the profession. Many of our members put forth a great deal of effort toward educating the public accounting profession about the benefits of hiring professional firm managers to run the operations of their respective firms. They have also largely shaped the profession, determined the direction for manager career pathing, and have been on the cutting edge of developments in our profession.

Community & Connections	Three Year Picture Continue to cultivate a strong sense of community 2025 Goal Drive member engagement through enhanced studio exchange structure
Advocate & Elevate	Three Year Picture Build enhanced demand for PAFM Certification 2025 Goal Develop an updated PAFM model by the end of 2025
Resources & Tools	Three Year Picture Create and promote ready-to-use resources 2025 Goal Complete at least one survey to gather member information that can be used to position CPAFMA with our target audiences
Education & Knowledge	Three Year Picture Increase overall CONNECTIONS registration by more than 20% (over 2024) Increase the number of CPAFMA member firms represented at CONNECTIONS each year Build content specific to the Human Resources function 2025 Goal Develop & implement a content strategy that aligns educational topics across Webinars, Studio Exchanges, and tools/resources and is crafted for the target audiences
Strategy & Implementation	Three Year Picture Work toward an annual financial surplus Draft & implement a membership growth plan Establish high functioning committees Grow to a total of 500 total member firms 2025 Goal Realign Board positions to new strategic priorities by November 30, 2024 Develop a membership growth/outreach strategy by May 1, 2025

Upcoming Events

October 21 - December 1, 2026

2026 Firm Management Series

Join CPAFMA for a 3-part webinar series that follows your firm's talent through every stage of the career cycle – from the early career professionals you need to keep, to the future rainmakers you need to develop, to the leaders preparing to hand off their life's work. Each session gives CPA firm leaders and administrators practical strategies to bridge generational differences, build business development skills earlier, and plan ...

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June 15 - 18, 2027

CPAFMA Connections 2027

Save the Date! CONNECTIONS 2027 will take place in Louisville, Kentucky, June 15-18! 2027 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The conference includes sessions that range from high-level practice management sessions to the smaller breakout sessions led by firm managers and geared to specific ...

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October 21, 2026

What Early Career Professionals Actually Want: A Data-Backed Guide to Generational

53% of professionals report experiencing friction at work due to generational differences. This workshop will explore the needs of today's early career professionals based on over 20,000 collected data points. We'll address the different expectations professionals have around candid communication, which ties into giving difficult feedback and talking about work-life balance.  Participants will leave with actionable recommendations to build ...

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