Hire Learning: Recruiting and Onboarding That Adds Up

Date: Tuesday, September 9, 2025
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Amy Boston, Co-Founder and CEO, threology, LLC
Moderator:
Field of Study: Personnel/Human Resources
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Hire Learning: Recruiting and Onboarding That Adds Up: Because finding and retaining the right employee shouldn’t feel like an audit.

In today’s competitive talent landscape, public accounting firms are feeling the pressure to attract and retain the right people—without adding more complexity to already demanding workflows. This session explores practical, strategic approaches to recruiting and onboarding that align with the unique culture and compliance-driven nature of accounting firms.

What to Expect:

Attendees will gain insights into current recruiting trends and challenges specific to public accounting, along with actionable strategies for employer branding, sourcing, and interviewing. The session also dives into onboarding best practices that promote early engagement and long-term retention—without overwhelming your team or new hires. You’ll leave with real-world examples, metrics that matter, and immediate takeaways to strengthen your talent pipeline and onboarding process.

Whether you're an HR leader, firm administrator, or hiring manager, this session will help you build a hiring process that’s not only efficient—but also a better fit for your firm and your future talent.

Learning Objectives:

  1. Understand key challenges and trends in recruiting for public accounting firms, including competition for talent, generational preferences, and timing around busy seasons.
  2. Identify effective strategies for attracting top candidates, with a focus on employer branding, targeted outreach, and campus recruiting.
  3. Explore best practices for onboarding new hires in a high-performance, compliance-driven environment, ensuring early engagement, productivity, and retention.
  4. Evaluate tools and techniques to measure the success of recruiting and onboarding efforts, including KPIs like time-to-productivity, new hire retention, and engagement feedback.

Presenter and Moderator Bios

Presenter: Amy Boston, Co-Founder and CEO, threology, LLC

Amy is a seasoned human resources professional with experience supporting organizations across public accounting, professional services, non-profits, manufacturing, and the service industry. With credentials including SHRM-CP and PAFM, she brings both strategic insight and practical expertise to every engagement.

Amy has a strong track record of building HR functions from the ground up and leading the implementation of modern HR and payroll technologies. Her core areas of focus include HR technology, compensation and benefits strategy, and talent management—all delivered with a deep understanding of the unique needs of public accounting firms.

Amy previously facilitated a monthly HR Roundtable for the BDO Alliance, served as a panelist at the BDO Alliance Engage Conference, and has led strategic planning sessions for accounting firms, nonprofits, and small business leadership teams.

Cost
$40.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

2025 HR Series

Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.

Earn CPE credit while gaining actionable insights you can implement right away.
Choose to register for the full series or select individual webinars that best fit your needs.

Elevate your HR game—reserve your spot today!

Catch It On-Demand
Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

June 24 | Leading with Innovation: HR Trends to Watch in 2025
July 31 | Future-Ready Teams: Leveraging Career Paths and Upskilling to Drive Engagement 
Sept 9 | Hire Learning: Recruiting and Onboarding That Adds Up

The entire series can be purchased at a discount for:
$80.00 for Members / $160.00 for Non-Members / Free for PAFMS

  Entire Series Online Registration

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA webinars?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.