Leadership Team

Community Connections

CPAFMA is led by a team of dynamic thought leaders representing CPA firms of all sizes. Serving as non-voting members, the Association is supported by consultants to the profession interested in furthering firm practice management.

Daniel Gregory, PAFM
Chair
Daniel Gregory, PAFM
Gelman LLP, CPAs & Business Advisors
 
Kim Russo, PAFM
Vice Chair
Kim Russo, PAFM
Swink Coplen & Company, P.C.
 
Sarah Snell, PAFM
Secretary/Treasurer
Sarah Snell, PAFM
Holman Frenia Alison, P.C.
 
Tammy Goodwin, JD, PAFM
Director of Professional Awareness
Tammy Goodwin, JD, PAFM
TRP Sumner PLLC
 
Karen DeBora, PAFM
Director of Membership & Growth
Karen DeBora, PAFM
Aldrich CPAs + Advisors LLP
 
Margot Sunter, CPA, PAFM
Director of Conference
Margot Sunter, CPA, PAFM
GGFL LLP
 
Jon Tonkowich
Director of Programs
Jon Tonkowich
Summit West CPA Group
 
Donna Baker, PAFM
Director At-Large
Donna Baker, PAFM
MMNT, LLC
 
Arcie Rojas, MBA
Director At-Large
Arcie Rojas, MBA
Grimbleby Coleman Advisors & Accountants
 
Kristine, Latchaw, CPA, PAFM
Immediate Past Chair
Kristine, Latchaw, CPA, PAFM
Maner Costerisan P.C.
 
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Advisor
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Rightworks
 
Tamera Loerzel
Advisor
Tamera Loerzel
ConvergenceCoaching, LLC
 
Sandra Wiley
Advisor
Sandra Wiley
Sandra Wiley Strategies
 
Lauren Myers
Executive Director
Lauren Myers
CPAFMA
 
The CPAFMA leadership team is supported by several work groups comprised of selected members with expertise and experience they are willing to share. If you are interested in serving on a work group, contact CPAFMA HQ.

The Association would like to recognize the efforts of our co-founders for their thought leadership and support in the formation of the Association and the then emerging position of Firm Administrator within CPA firms. Cliff Brownstein, Don Scholl and Gene Cohen were responsible for the organization and launching of the Association of Accounting Administrators, now the CPA Firm Management Association. These three had the vision which has led to successful practice management for CPA firms throughout North America since 1984. Each took their experience in CPA firm management and brought CPAFMA to fruition. Cliff was serving as a Firm Administrator and Don and Gene were consultants to the profession when they formed the national organization. Don and Gene became the first two Presidents of the newly formed association and Cliff took on the role of Executive Director, a role he served for ten years.

Don and Gene became the first two Presidents of the newly formed association and Cliff took on the role of Executive Director, a role he served for ten years. Sadly, Cliff Brownstein passed away in March of 2022 and Don Scholl passed away in March of 2024. They will forever be remembered as two of the original co-founders of our organization.

Past National Chairs
2023-2024 Jana Cinnamon, PAFM
2022-2023 Larry Sheftel, PHR, SHRM-CP, PAFM
2021-2022 Alan Alexander, CPA, PAFM
2020-2021 Jeanie Price, PAFM
2019-2020 Sharon Trabbic, PAFM
2018-2019 Ann White, PAFM
2017-2018 Jane Johnson, PAFM
2016-2017 Bob Biddle, PAFM
2015-2016 Jim Fahey, PAFM
2014-2015 Janine Zirrith, PAFM
2013-2014 Norman Saale, PAFM
2012-2013 Dennis Lemieux, PAFM
2011-2012 Nigel Jacobs, PAFM
2010-2011 Donna Cimino
2009-2010 Arlis Esnough
2007-2009 Dawn Hanna Bell, PAFM
2005-2007 Connie Harmsen
2003-2005 Fred Dillon, PAFM
2002-2003 Virginia Lowery
2001-2002 Debbie Sessions
2000-2001 Mike Chapman
1999-2000 Ralph Hendrix
1998-1999 Ruth Bowers
1997-1998 Colleen Endres
1995-1997 Rita Keller
1994-1995 Linda Pappajohn
1993-1994 Paul Nadolny
1992-1993 Anita Goetz
1991-1992 Lynnea Honson-Walsh
1990-1991 Gerald Ohe
1989-1990 Susan Coassin
1988-1989 Patricia Akers
1987-1988 James Heil
1986-1987 Eugene Cohen
1984-1986 Don Scholl

Upcoming Events

2025 Firm Management Series
October 24, 2025 - January 26, 2026

2025 Firm Management Series

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

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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 in January 2026. 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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Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead
February 2, 2026

Data-Driven Decision Making for CPA Firms: How ERP Systems Can Help You Stay Ahead

This webinar explores how real-time data and ERP systems empower CPA firms to make faster, more informed decisions. Learn how centralized data, key KPIs, and actionable insights can improve accuracy, efficiency, and strategic performance across your firm.

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