Distinguished Service Awards

Education and Knowledge

Distinguished Service Awards are presented to individuals for those who have made an outstanding contribution to CPAFMA and the profession and have served as a resource and example to CPAFMA members.

The CPAFMA Distinguished Service Award is awarded at the discretion of the board of directors and can be awarded to one or more individuals but does not have to be awarded each year.

Previous Recipients of the CPAFMA Distinguished Service Award

2024
Sharon Trabbic, PAFM
Accounting Consultant

2023
Stephen Vono
McGowanPRO

2022
Sam Allred
Upstream Academy

Bill Reeb
Succession Institute, LLC

2019
Robert Biddle, Jr., PAFM
Bowman & Company LLP
Voorhees, New Jersey

2016
Marta Pardo
Allen Haight & Monaghan LLP
Irvine, California

2015
Bill Pirolli
DiSanto Priest & Co.
Warwick, Rhode Island

2014
Cecelia Chaney

Retired from Squire Lemkin & Company
Rockville, Maryland

2014
Jim Metzler
Retired from AICPA, Vice President of Small Firm Interests
East Amherst, New York

2014
Jennifer Wilson
ConvergenceCoaching, LLC
Bellevue, Nebraska

2006
Virginia Lowery
Illinois Agricultural Auditing Association
Normal, Illinois

2004
Debbie Sessions
Porter Keadle Moore
Atlanta, Georgia

2003
Don Scholl
D.B. Scholl, Inc.
West Chester, Pennsylvania

2003
Roman Kepczyk
InfoTech Partners North America
Phoenix, Arizona

2002
William Leach
Katz, Sapper & Miller
Indianapolis, Indiana

2002
Rita Keller
Brady Ware & Schoenfeld
Dayton, Ohio

2002
Ralph Hendrix
MacDonald Page Shatz Fletcher Co., LLC
South Portland, Maine

Upcoming Events

CPAFMA Connections 2027
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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Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
August 27, 2026

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

General AI chatbots can help accounting firms—but they often lack the context, security, and controls needed for professional work. This session explores the difference between general-purpose AI and platform-native AI built with firm data in context, including recent IRS guidance on reviewing AI-assisted work. See how Canopy’s native AI execution layer, Coworker, uses a human-in-the-loop approach to help firms stay in control of AI-generated outputs.

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