Leadership Team

  • Expanding Knowledge
  • Sharing Experiences
  • Achiving Through Collaboration
  • Influencing Leadership
  • Envisioning Possibilities

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.

Jeanie Price, PAFM
Chair
Jeanie Price, PAFM
DeLeon & Stang, CPAs and Advisors
 
Alan Alexander, CPA, PAFM
Vice Chair
Alan Alexander, CPA, PAFM
Jackson Thornton CPAs & Consultants
 
Larry Sheftel, PHR, SHRM-CP, PAFM
Secretary/Treasurer
Larry Sheftel, PHR, SHRM-CP, PAFM
Aprio
 
Kristine, Latchaw, PAFM, CPA
Director of Education
Kristine, Latchaw, PAFM, CPA
Maner Costerisan
 
Jana Cinnamon
Director of Professional Awareness
Jana Cinnamon
Abdo Eick & Meyers, LLP
 
Kim Fitzgerald, PAFM
Director of Membership & Growth
Kim Fitzgerald, PAFM
Squire, Lemkin & Company, LLP
 
Tiffany Taft, PAFM
Director of Chapter Development
Tiffany Taft, PAFM
Baker Holtz, CPAs & Advisors
 
Lauren Fitch, PAFM
Director of Information & Communication
Lauren Fitch, PAFM
Hannis T. Bourgeois, LLP
 
Daniel Gregory, PAFM
Director At-Large
Daniel Gregory, PAFM
Genske Mulder & Company, LLP
 
Sharon Trabbic, PAFM
Immediate Past Chair
Sharon Trabbic, PAFM
Business Consultant
 
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Advisor
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Right Networks
 
 Bill Reeb, CPA, CITP, CGMA
Advisor
Bill Reeb, CPA, CITP, CGMA
Succession Institute, LLC
 
Kim Fantaci
CPAFMA President
Kim Fantaci
CPA Firm Management Association
 
The CPAFMA leadership team is supported by several committees comprised of selected members with expertise and experience they are willing to share. If you are interested in serving on a committee, visit here.
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 Administrators and Don and Gene a 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.
Past National Chairs
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

2021 National Practice Management Conference at ENGAGE
July 27 - 29, 2021

2021 National Practice Management Conference at ENGAGE

What’s on the horizon for the profession? That’s the multimillion-dollar question, and it’s one that our thought leaders think about nonstop. Tap into their answers, insights and forecast during the CPAFMA National Practice Management Conference. You will learn precise next steps to push your business forward and emerge as an indispensable part of your firm’s practice management. Your advantage during our collaboration with the AICPA ENGAGE: In-depth coverage of firm managers’ top challenges; Take-home deliverables that make your time worthwhile; and Conversations with fellow CPAFMA members and accounting firm management peers.

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Leadership Institute 2.0
September 14, 2021 - June 22, 2022

Leadership Institute 2.0

Firm managers are called to be leaders – by the best traditions of the accounting profession, by standards of professional responsibility, and by the expectations of the communities in which they work and live. And yet, until recently, there has been little attention given to leadership training for those responsible for the day-to-day management of CPA firms as they enter the profession and begin to develop the skills necessary for their success and the success of their firms.

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Connections 2022
June 21 - 24, 2022

Connections 2022

The most dynamic and innovative keynote lineup you've seen at a practice management conference along with pre-event workshops, breakout sessions with practical, hands-on learning, a vendor exchange and connection time built-in throughout the two-and-a-half day event combined with just the right amount of fun.

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