Educational Offerings

Education and Knowledge

CPA Firm Management Association’s educational opportunities and conferences have a lasting impact on our members, helping them to achieve the highest level of expertise within the profession of firm management and creating network opportunities, both professional and personal, that last a lifetime.

CPAFMA was the first organization to host a national conference for accounting firm managers. The conference continues to be the only one designed exclusively by and for professional those in firm practice management. Our national and local/regional events enable firm managers from across the country and even beyond our borders to network, exchange information and ideas, and make business and personal contacts that can have a lasting impact on their careers and the success of their firms. Our conferences have been widely acclaimed as a necessary component of every firm manager's professional education program. CPAFMA is a registered sponsor on the National Registry of CPE Sponsors. Upon course completion, participants attending CPAFMA's conferences, desiring CPE credit, will earn credit hours.

CPAFMA offers between 8-12 webinars each year, featuring topics you want to learn more about. From business development, training, practice management, marketing, operations, finance, IT and human resources, we have a MAPCast for you. PAFMs enjoy webinars without charge and they are available to members and non-members at a nominal fee. PODCasts are immediately available for viewing and are free to members after a year.

Webinars

Upcoming Events

CPAFMA Connections 2027
June 15 - 18, 2027

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 ...

More Information  
Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm
August 27, 2026

Beyond the Chatbot: What It Actually Takes to Deploy AI Safely in Your Firm

General AI chatbots can help accounting firms—but they often lack the context, security, and controls needed for professional work. This session explores the difference between general-purpose AI and platform-native AI built with firm data in context, including recent IRS guidance on reviewing AI-assisted work. See how Canopy’s native AI execution layer, Coworker, uses a human-in-the-loop approach to help firms stay in control of AI-generated outputs.

More Information  
View All Upcoming Events