Change Management Essentials for CPA Firm Managers

Date: Wednesday, November 12, 2025
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Cristina Martinez de Andino, CMdA Consulting
Moderator:
Field of Study: Business Management & Organization
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

Change is constant for accounting firms, but it does not have to derail client work. This practical session gives CPA firm managers a clear way to lead internal and client-facing change while protecting quality, capacity, and morale. You will learn simple tools to size the change, align partners and teams, communicate expectations, and pilot improvements without disrupting deadlines. Come ready to apply the methods to a real change in your firm so you leave with next steps you can use this quarter.

Learning Objectives:

• Explain the fundamentals of change management in an accounting-firm context and why they matter for capacity, quality, and client experience.
• Identify people-side risks early by mapping stakeholders and the few behaviors that must change, and choose the right approach using simple change categories and scenario planning.
• Apply practical tools to lead yourself, your team, and your clients through uncertainty—set clear roles and guardrails, use simple scripts and routines, and align with a one-page brief.

Presenter and Moderator Bios

Presenter: Cristina Martinez de Andino, CMdA Consulting

Cristina Martinez de Andino is The Employee Activator—a speaker, strategist, and CEO of CMdA Consulting. She helps organizations turn disengaged teams into aligned, empowered, and purpose-driven contributors. A Prosci-certified change management practitioner with 15+ years of experience, Cristina supports leaders navigating burnout, morale challenges, and organizational change. Her talks and workshops blend storytelling, clarity, and simple tools leaders can use right away. Cristina brings warmth, energy, and a people-first approach that turns strategy into action.

Cost
$35.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

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.

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.

October 24 at 1:30 pm | Normalizing Accountability on Your Team
November 12 at 1:00 pm | Change Management Essentials for CPA Firm Managers
December 4 at 12:00 pm | Generational Differences in the Workplace
January 26, 2026 at 1:30 pm | Managing Projects and Tasks – Helpful Tools

The entire series can be purchased at a discount for:
$105.00 for Members / $240.00 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.