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.

Jana Cinnamon, PAFM
Chair
Jana Cinnamon, PAFM
Abdo
 
Kristine, Latchaw, CPA, PAFM
Vice Chair
Kristine, Latchaw, CPA, PAFM
Maner Costerisan P.C.
 
Daniel Gregory, PAFM
Secretary/Treasurer
Daniel Gregory, PAFM
JLK Rosenberger
 
Kim Russo, PAFM
Director of Professional Awareness
Kim Russo, PAFM
Swink Coplen & Company, P.C.
 
Kim Fitzgerald, PAFM
Director of Education
Kim Fitzgerald, PAFM
Aprio
 
Sarah Snell, PAFM
Director of Membership & Growth
Sarah Snell, PAFM
Holman Frenia Alison, P.C.
 
Margot Sunter, CPA, PAFM
Director of Information & Communication
Margot Sunter, CPA, PAFM
GGFL LLP
 
Jeremy Raines
Director At-Large
Jeremy Raines
Whittlesey
 
Jon Tonkowich
Director At-Large
Jon Tonkowich
Summit West CPA Group
 
Larry Sheftel, PHR, SHRM-CP, PAFM
Immediate Past Chair
Larry Sheftel, PHR, SHRM-CP, PAFM
Aprio
 
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Advisor
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Rightworks
 
Bill Reeb, CPA, CITP, CGMA
Advisor
Bill Reeb, CPA, CITP, CGMA
Succession Institute, LLC
 
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
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

2024 Technology Series MAPCast with Roman Kepczyk
April 25 - December 17, 2024

2024 Technology Series MAPCast with Roman Kepczyk

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 2043 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency.

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