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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Value of Data to Manage Your CPA Firm
$99 Members | Free PAFM | $180 Non-Members (one fee for all 3 MAPCasts, and recordings of all) PresentersJana Cinnamon, Partner, Chief Operating OfficerDon Kreye, Business Development ManagerSteve McDonald, CPA, Managing Partner Abdo has met with over 200 firms in the past two years to discuss how firms are currently accessing practice management data / challenges of data integrity / how firms can implement best practices to ensure efficient ...
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Why Smart Firm Owners and HR Managers Use Testing
Think of the processes required to know your clients. Now, compare that to your current process to know your candidate. Trying to get objective evidence during the hiring process is trickier than it's ever been. Hiring managers and firm owners have to deal with resumes generated by AI, interviews with candidates who have done it all before and know what you want to hear - this makes hiring a qualified person, objectively and without bias, very ...
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CPAFMA Seeking Board of Director Candidates
Are you a candidate for the CPAFMA Board of Directors? Submit your application by September 3 CPAFMA is seeking candidates that meet the following qualifications: • Has leadership and management experience as a firm manager for a CPAFMA firm member for at least three years.• Adheres to the highest ethical and professional standards and promotes a positive image of the accounting profession.• Understands the organization’s ...
Remembering Don Scholl
CPAFMA is saddened to announce the passing of one of its founding members, Donald Scholl. Don created the Association for Accounting Administration in 1984, along with industry consultants Clifford Brownstein and Gene Cohen, and served as its first president from 1984-1986. He continued to serve the Association as an Advisory Board Member through his retirement in 2009, setting up what would become today’s CPAFMA. Don is especially ...
2024 CPAFMA Technology Survey Findings Released
The CPA Firm Management Association recently concluded the 2024 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 28 and December 12, 2023, with 140 firms participating*. The survey is representative of CPAFMA membership with 91% having 10 personnel or more and 40% (56 firms) having multiple offices. Two survey ...
CPAFMA Announces Raines and Tonkowich to Board
CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to success, today announces the addition of two board members. CPAFMA welcomes Jeremy Raines and Jon Tonkowich. Jeremy Raines has over 15 years’ worth of experience in a variety of high-growth industries working in business operations management, five and a half years’ worth of experience serving as Director of Operations for CPA ...
WISP Required! Key Components in Your Firm’s Written Information Security Plan*
While the FTC Safeguards rule designed to protect financial and PII (personally identifiable information) has been around for decades, as of June 9, 2023, compliance of various components including a WISP became mandatory! While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with less than 5,000 records such as the use of multi-factor ...