Webinars

Advocate and Elevate

The CPA Firm Management Association has specifically designed their webinars for today’s busy professional. In just minutes, you have access to in-depth coverage of an ever-changing array of current practice management topics, issues and the latest trends, best practices and developments. We cover topics falling in all areas of responsibility for COOs, Directors of Administration, Firm Administrators, Controllers, Directors of Operation, Human Resource Managers, IT professionals and Administrative and Managing Partners.

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

Shaping The Talent In Our Profession

Date: Tuesday, June 30, 2026
Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Sandra Wiley, President, Sandra Wiley Strategies
Objective: 1. Identify and clarify the top 10 trends in our profession.
2. Create your personal action plan for the year ahead.
3. Hear the stories of firms that are behind - and those that are ahead.
4. Focus on the moments that will matter in your firm NOW.
5. Step into your leadership role as the Talent Gladiator for your firm.
Field of Study: Personnel/Human Resources
Program Level: Intermediate
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 CPAFMA HR 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 Registration

Learning & Development Panel

Date: Thursday, July 23, 2026
Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Tamera Loerzel, Partner, ConvergenceCoaching
Objective: • Identify effective strategies for upskilling employees to meet evolving firm and client needs.
• Explore approaches to career pathing that support employee growth, retention, and succession planning.
• Understand how learning and development initiatives can improve employee engagement and performance.
• Evaluate best practices for building a future-ready workforce in today's competitive talent environment.
Field of Study: Personnel/Human Resources
Program Level: Intermediate
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 CPAFMA HR 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 Registration

The Modern CPA Firm Hiring Playbook: Attract, Interview, and Hire Better Talent

Date: Wednesday, August 12, 2026
Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Kayla Schaller-Greenwood, VP Operations, Workforce Solutions
Objective: 1. Understand importance of your firm’s employee value proposition (EVP) to better position as an employer of choice
2. Differentiate strategies for engaging active vs. passive candidates in a competitive talent market
3. Design a more efficient and consistent hiring process
4. Learn why to leverage automation tools to improve efficiency, candidate experience, and overall recruiting effectiveness
Field of Study: Personnel/Human Resources
Program Level: Intermediate
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 CPAFMA HR 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 Registration

Registration

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.