2026 Firm Management Series
Join CPAFMA for a 3-part webinar series that follows your firm's talent through every stage of the career cycle – from the early career professionals you need to keep, to the future rainmakers you need to develop, to the leaders preparing to hand off their life's work. Each session gives CPA firm leaders and administrators practical strategies to bridge generational differences, build business development skills earlier, and plan ...
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What Early Career Professionals Actually Want: A Data-Backed Guide to Generational
53% of professionals report experiencing friction at work due to generational differences. This workshop will explore the needs of today's early career professionals based on over 20,000 collected data points. We'll address the different expectations professionals have around candid communication, which ties into giving difficult feedback and talking about work-life balance. Participants will leave with actionable recommendations to build ...
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The Firm Administrator's Playbook for a Frictionless Tax Season
This session is designed for firm administrators, COOs, practice managers, and partners who own tax season operations but may not touch tax software directly. Every tax season, the same bottlenecks resurface: staff chasing clients for missing documents, status buried across email and spreadsheets, and delivery steps that eat hours per return. We'll walk through what an end-to-end tax workflow actually looks like — from client intake ...
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Developing the Next Generation of Rainmakers
As partners retire, firms are left wondering who will create the next generation of growth. Rainmaking can no longer be something a few naturally gifted partners know how to do. Firms need to intentionally develop the communication, relationship-building, commercial and business development skills their future leaders will need. Most importantly, they need to start much earlier in an accountant’s career.This session will help firm ...
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Letting Go With Grace – Leaving the Legacy You Intended
For many, it can be extraordinarily difficult to give up your life’s work and transition into retirement. This session is designed to help those retiring, and those supporting retirees, in developing an all new possibility for life after retirement. The retirement of a leader can be a fantastic new phase of life – for the retiree and the firm. Join us for this session to see how! Learning Objectives: Explore ideas for ...
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CPAFMA Connections 2027
Save the Date! CONNECTIONS 2027 will take place in Louisville, Kentucky, June 15-18! 2027 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The conference includes sessions that range from high-level practice management sessions to the smaller breakout sessions led by firm managers and geared to specific ...
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