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.

Sharon Trabbic, PAFM
Chair
Sharon Trabbic, PAFM
William Vaughan Company
(419) 891-1040
Jeanie Price, PAFM
Vice Chair
Jeanie Price, PAFM
DeLeon & Stang, CPAs and Advisors
(301) 250-7324
Alan Alexander, CPAPAFM
Secretary/Treasurer
Alan Alexander, CPAPAFM
Jackson Thornton CPAs & Consultants
(334) 261-6463
Joyce Arthur, PAFM
Director of Education
Joyce Arthur, PAFM
BDO Alliance USA
(407) 244-7179
Kristine, Latchaw, PAFM, CPA
Director of Membership & Growth
Kristine, Latchaw, PAFM, CPA
Maner Costerisan
(517) 886-9570
Tiffany Taft, PAFM
Director of Chapter Development
Tiffany Taft, PAFM
Baker Holtz, CPAs & Advisors
(616) 458-1835
Larry Sheftel, PAFM
Director of Professional Awareness
Larry Sheftel, PAFM
Aprio
(404) 892-9651
Lauren Fitch, PAFM
Director of Information & Communication
Lauren Fitch, PAFM
Faulk & Winkler, LLC
(225) 927-6811
Jana Cinnamon
Director At-Large
Jana Cinnamon
Abdo Eick & Meyers, LLP
(952) 715-3007
Ann White, PAFM
Immediate Past Chair
Ann White, PAFM
BDO USA LLP
(817) 782-2111
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Advisor
Roman Kepczyk, CPA, CITP, PAFM, CGMA
Right Networks
(678) 495-0508
Bill Reeb
Advisor
Bill Reeb
Succession Institute, LLC
(512) 338-1006
Kim Fantaci
CPAFMA President
Kim Fantaci
CPA Firm Management Association
(937) 222-0030
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
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

2020 National Practice Management Conference
June 23 - 26, 2020

2020 National Practice Management Conference

The 2020 NPMC will be exclusively designed to help participants professionally manage accounting firms of varying sizes. The two-and-a-half day educational extravaganza and exchange has something for everyone involved in accounting firm management.

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Northeast Chapter Meeting
December 5, 2019

Northeast Chapter Meeting

Save the date for the Northeast Chapter's December meeting. The meeting will include unlimited networking and discussions and shares that will begin your year-end on a great note.

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Missouri Chapter Meeting: Roundtable Discussion
December 12, 2019

Missouri Chapter Meeting: Roundtable Discussion

Mark your calendar now and plan to attend the 2019-2020 Firm Administrator Networking Series hosted by MOCPA + CPAFMA. This series is a powerful way to meet with other professionals in CPA firm operations, HR, and professional development. Each event features a guest speaker on selected topics, followed by popular networking roundtable discussions. In-person attendees enjoy lunch, or videoconference in if you can't make it in person. Either way, plan to join this powerful group to help drive your firm's success! For additional information or to register go to mocpa.org/roundtables or contact Andrew Grow at agrow@mocpa.org.

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