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Kimberly Fitzgerald, PAFM Honored with ACE Award

Sarah Snell Recognized as a Phenomenal Woman Under 40

Your Next Mission is Waiting

Don't Miss Out - the PCPS/CPA.com 2018 National MAP Survey is Closing Today!

Loss Control & Risk Management Webinar Series


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News Articles

Kimberly Fitzgerald, PAFM Honored with ACE Award

Published on September 10, 2018

Kimberly Fitzgerald, PAFM, Director, Firm Administrator with Squire, Lemkin & Company LLP in Rockville, Maryland, received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2018 National Practice Management Conference held in partnership with AICPA ENGAGE in Las Vegas, Nevada.

During the awards presentation, Jane Johnson, MBA, CMPE, PAFM, outgoing CPA Firm Management Association (CPAFMA) President, noted Fitzgerald’s skills in professionally managing Squire, Lemkin & Company’s practice, including managing the administrative staff, overseeing all firm financial transactions and reporting, troubleshooting IT systems in coordination with the firm’s IT consultants as well as handling all human resource matters.  She works closely with the managing partner as well as other partners in all aspects of firm management.

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Sarah Snell Recognized as a Phenomenal Woman Under 40

Published on August 27, 2018

On Thursday, September 13, the Girl Scouts of the Jersey Shore will celebrate its third annual Phenomenal Women Under 40 recognizing the emerging women leaders of our community. One of those to be recognized is CPAFMA member and recent CPAFMA Leadership Institute graduate, Sarah Snell, CPA, PAFM, Firm Administrator with Holman Frenia Allison, P.C.  Honorees include:

Michelle J. Casserly with Hackensack Meridian Health/Meridian Health Foundation
Erin Chiaravalloti with The Rumson Country Day School
Kimberly Clark with Pinelands Regional School District
Jessica Easton with St. Denis D.O.V.E.S & Seabrook
Laura Grunin with The Jay & Linda Grunin Foundation
Meghan Kane with Clean Cheats LLC
Shani Love with YMCA of Western Monmouth County
Samara Porter O’Neill with PorterPlus Realty
Kelly Servodio with CG Healthcare Solutions
Jamie L. Sheridan with UBS Financial Services
Sarah Snell with Holman Frenia Allison, P.C.

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Your Next Mission is Waiting

Published on August 27, 2018

The CPAFMA National Practice Management Conference registration is open and you can save $400 by registering before 8/31/18.

Again this year we are partnering with AICPA ENGAGE and are on a quest for knowledge.  Together CPAFMA and AICPA ENGAGE will make it easy for us to find the advanced knowledge we need.

Watch for the 2019 NPMC agenda coming soon.

Click here to register.

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Don't Miss Out - the PCPS/CPA.com 2018 National MAP Survey is Closing Today!

Published on July 31, 2018

Don't miss out on the PCPS / CPA.com 2018 National MAP Survey Closing on July 31st (that's today!)

CPAFMA is encouraging all members to complete this survey and thanks those members who have already participated. This survey will provide your firm with a unique personalized benchmarking opportunity. This year's redesigned and streamlined survey provides a comprehensive view into the state of public accounting firms today, including strategic financial benchmarking information.

Remember, there is no cost to participate and all contributors receive a FREE report focused on the most critical key performance indicators as determined by your peers.

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Loss Control & Risk Management Webinar Series

Published on July 27, 2018

At McGowanPRO Professional Liability Insurance Brokers, we want to be more than an insurance policy for clients and friends. As a partner with CPAFMA, we would like to invite members to join us in participating in a risk management webinar series. There are four different topics available by four different presenters over four months! One a month and 60 minutes each and provides NASBA approve CPE credit to the participant. Participating firms may also be eligible for premium credit on their professional liability insurance. The presenters are attorneys and experts in their field. Each webinar is intended to educate in such a way as to lower exposure by providing risk management tools to the CPA firm. Please see this flyer for details.

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Because You Are Busy

Published on July 02, 2018

"Precise and concise!" "Very insightful, useful and motivating." "Very easy to complete."

The AICPA PCPS/CPA.com National MAP Survey team listened to what CPAFMA members were saying about the survey and have delivered. The survey lets you benchmark your firm in key operational areas against top national and regional firms. It's also been simplified and takes less time than ever before to complete.

The CPA Firm Management Association is encouraging firms of all sizes to complete the survey before it closes on July 16.

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Former CPAFMA National Chair to Head DFK Canada

Published on June 26, 2018

The head of one of the best performing accounting firms in North America and former National Chair of the CPA Firm Management Association has been appointed President of DFK Canada. 

Nigel Jacobs, CEO of Taylor Leibow, is the new leader of the national group of DFK International, the top ten global accountancy association.

He officially took over from Andrew Logan, Senior Partner of Teed Saunders Doyle, at the annual conference of DFK Canada held in New Brunswick in June 2018.

Chad Knippel, Partner at Kingston Ross Pasnak, was made President elect and Beth Porter, Partner at Noseworthy Chapman, was welcomed as Vice President, becoming the newest member and first woman to serve on its executive committee.

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CPAFMA Announces 2018-2019 Leadership Team

Published on June 08, 2018

CPAFMA's 2018 Nominating Committee, chaired by Janine Zirrith, PAFM with Wilkin & Guttenplan, P.C. in East Brunswick, NJ, recently presented their slate of officers and directors to the organization's National Board for ratification. The slate was unanimously accepted.

The following members of CPAFMA have been nominated by the Nominating Committee to serve as officers for a one-year term or directors for a three-year term, beginning July 1, 2018. The Association thanks all of members submitting their name for nomination. The committee felt the decision was extremely difficult however it shows that CPAFMA has a membership with a dynamic and experienced leadership base.

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Comparing Cyber Insurance Policies

Published on June 08, 2018 by Rickard Jorgensen, Jorgensen & Company

Cyber coverage is a growing area of business for the insurance industry. Originally the market for this coverage was limited to a handful of Lloyd’s syndicates and specialty insurers, but now the number of insurers willing to provide this protection exceeds 40 carriers.

Because most cyber insurance policies do not use a standardized Insurance Services Office, Inc. (ISO) contract, each insurer’s policy is different. Additionally, coverage is often written in the specialty/excess & surplus lines marketplace that permits insurers to manuscript endorsements. This makes policy comparisons complex. The advantage is that cyber insurance policies do provide certain common coverage elements.

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What Happens in Vegas Doesn't Need to Stay in Vegas!

Published on June 08, 2018 by Larry Sheftel, PHR, SHRM-CP, PAFM, Aprio

Are you ready to get your mind blown away? AICPA Engage 2018 will be an amazing experience for everyone who attends with limitless possibilities. Not only will you be able to attend the many incredible sessions that CPAFMA has to offer, you will also be able to rub elbows with some of the brightest minds in the profession. You'll experience a robust, thoughtful agenda from start to finish. It's up to you to apply what you gain into technical improvements, strategy refinement and increased value to your clients. Make sure that what you learn in Vegas doesn’t stay in Vegas!

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