2026 PCPS CPA Firm Top Issues Survey - Results and Insights for Firms

Date: Tuesday, November 17, 2026
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter: Jaimie Boyd, CPA, Manager – Firm Services, AICPA
Moderator:
Objective(s):
1. Identify the leading practice management priorities highlighted in the 2026 PCPS CPA Firm Top Issues Survey.
2. Identify key issues unique to small, mid-sized, and large firms, helping participants recognize and understand the issues relevant to their own organizations.
3. Describe the anticipated effects of emerging issues on CPA firm operations.
4. Recognize PCPS and CPA.com resources that support practice management and business model improvements.
5. In order to verify participation for the CPE Credit, we ask webinar attendees to answer 3-4 polling questions during the presentation. Please provide poll questions that are relevant to your topic.
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

This session will explore the 2026 AICPA PCPS CPA Firm Top Issues Survey results and see how priorities differ by firm size, from talent and leadership development to tax law complexity and emerging technology. This presentation is designed to help firms of all sizes discover insights and practice management resources to plan for the future.

Presenter and Moderator Bios

Presenter: Jaimie Boyd, CPA, Manager – Firm Services, AICPA

Jaimie Boyd joined the AICPA in 2025 and is a Manager on the AICPA Firm Services team, working with the Private Companies Practice Section (PCPS) to support firms through practice management resource development, facilitation of peer networking and engagement, and business model transformation to address an evolving profession.

Prior to joining the AICPA, Jaimie built her career in public accounting and advisory roles across national firms. She began her career at EY as an auditor, serving both private and public company clients. She then moved to Baker Tilly working in forensic accounting on business interruption and litigation engagements and later transitioned to resource management focusing on workforce planning and offshore resource integration.

Jaimie is licensed as a CPA in Georgia and is a member of the American Institute of CPAs, Georgia Society of CPAs, and the National Association of Black Accountants. She holds a bachelor’s degree from the University of Alabama at Birmingham and a master’s degree from George Mason University.

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

  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.