Individuals or groups are able to participate in these sessions from the convenience of your own space – using your device or in your conference room with members of your team - and immediately put what you’ve learned to work in your department and/or organization. Review the following list for CPAFMA’s upcoming webinars – and register today! PAFMs are able to participate in all webinars and receive recordings without charge.
Interested in being a webinar presenter? Please submit this form for consideration. All programing is reviewed by our Education Committee and we thank you in advance for your submission
What Early Career Professionals Actually Want: A Data-Backed Guide to Generational
Date: Wednesday, October 21, 2026Time: 12:00 PM EST / 11:00 AM CST / 10:00 AM MST / 09:00 AM PST
Presenter(s): Elise Powers, Eleview
Objective(s):
• Define the different generations in the workforce, and the unique perspectives each generation has
• Provide insight into the key trends around workplace conflict based on 20,000 data points
• Equip firm leaders to continuously improve their firm culture so early career talent is set up to succeed
Field of Study: Personal Development
Program Level: Basic
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 Firm Management Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online RegistrationThe Firm Administrator's Playbook for a Frictionless Tax Season
Date: Tuesday, October 27, 2026Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Mark Pickett and Steven Lyon, Truss
Objective(s):
1. Identify the operational bottlenecks that most commonly slow down tax season workflow, including client intake delays, document disorganization, and status visibility gaps.
2. Describe the core stages of an end-to-end tax workflow — intake, workpaper preparation, production, and delivery — and how each stage affects staff capacity and client experience.
3. Evaluate whether a firm's current process and technology stack is creating unnecessary manual work for tax staff.
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
Developing the Next Generation of Rainmakers
Date: Thursday, November 5, 2026Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Katie Tolin, CPA Growth Guides
Objective(s):
• Identify key skills for developing future rainmakers
• Explain why BD development should start earlier
• Describe how coaching and client exposure build capability
• Recognize the systems and support needed for growth
• Explain how AI can strengthen BD development
Field of Study: Management Services
Program Level: Basic
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 Firm Management Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online RegistrationLetting Go With Grace – Leaving the Legacy You Intended
Date: Tuesday, December 1, 2026Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Tamera Loerzel, ConvergenceCoaching, LLC
Objective(s):
• Explore ideas for overcoming the psychological barriers involved in retirement
• Understand new roles that leverage retirees’ wisdom and abilities
• Learn ways to transfer skills, experience, and expected behaviors to your future leaders
Field of Study: Personal Development
Program Level: Basic
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 Firm Management Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online RegistrationRegistration
All registration is done on-line with the names and email addresses of each individual guest. Zoom log-in details will be emailed as a confirmation email once online registration is completed. A calendar invite with the Zoom details will be emailed out the morning of the webinar.
Fees and Payment Procedures
The fee for each participant is $35.00 for CPAFMA members and PCPS members. Non-members may register for an additional fee. All PAFMs may register for free. Invoicing is available to CPAFMA and PCPS members only. Non-members must pre-pay.
Delivery System
The CPA Firm Management Association uses the the Zoom platform for webinars. Registrants will receive login instructions in advance by email and the virtual meeting room will open 15 minutes prior to the webinar start time. We recommend participants log-in 5-10 minutes prior to the start, allowing enough time to download and print any documents you wish to have available during the course presentation. It is recommended that you test your computer prior to attending a meeting. Attendees who need a certificate of attendance will need to respond to polls and/or chat questions to show their active participation.
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 must respond to poll questions to document their 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.