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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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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Business Development For Non-Selling Professionals: Maximizing Efficiency and Effectiveness to Attract Ideal Clients
This session is designed for firm partners, directors and managers who want to improve balance between business development and delivery of client work. This will be an interactive session that engages the audience and provides practical tips and best practices that can be easily implemented. The outcome of the session will be to help participants be more efficient and effective with limited business development time.
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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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2026 CPAFMA Technology Survey Findings Released
The CPA Firm Management Association (CPAFMA.com) completed their 2026 Digitally Driven Firm survey in December 2025 to identify the technologies and applications firms are adopting and using going into the upcoming busy season. With the obvious impact that AI is having on changing the technology landscape at an increasingly faster pace, this year’s survey consolidated alternating hardware and software surveys into a single survey to be ...
CPAFMA Seeks Candidates for the Board of Directors
CPAFMA is looking for leaders to serve as members of the Board of Directors. Such leaders should: • Have a vision for CPAFMA • Support and embody the values and mission of CPAFMA in elevating the profession• Be willing to invest the extra time necessary to serve CPAFMA • Demonstrate prior service and contribution to CPAFMA and the profession• Be supported in this service to CPAFMA by their firm Application Deadline ...
CPAFMA Announces DeBora and Goodwin to Board
Press Release [LEXINGTON, Ky., Jan. 9, 2025] CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to succeed, announces the addition of two board members. CPAFMA welcomes Karen DeBora and Tammy Goodwin. Karen DeBora, PAFM, brings over 25 years of experience in accounting client services to her role as the Director of CPA Operations and Administration at Aldrich CPAs + Advisors LLP. In 2019, ...
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CPAFMA 2025 Member Town Hall
A virtual member meeting led by our 2025 Board Chair, Kris Latchaw. Register to join us and welcome the new board members and learn more about the strategic plan, upcoming CONNECTIONS, Webinars and more. Register to add to your calendar here!