MAPCasts (our version of webinars)

  • Expanding Knowledge
  • Sharing Experiences
  • Achiving Through Collaboration
  • Influencing Leadership
  • Envisioning Possibilities

The CPA Firm Management Association has specifically designed their MAPCasts 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 MAPCasts – and register today! PAFMs are able to participate in all MAPCasts and receive recordings without charge.

IT Update (Techs, Tools and Gadgets)

Date: Thursday, June 2, 2022
Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Field of Study: Information Technology
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: 2022 Tech 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

CAAS Transformation

Date: Tuesday, June 14, 2022
Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Field of Study: Information Technology
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: 2022 Tech 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

Talent Attraction and Retention in Crisis: 6 Strategies to Respond

Date: Tuesday, June 28, 2022
Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Lee Frederiksen, Ph.D., Managing Partner, Hinge Marketing
Objective: -Learn about the catalyst for this trend
-Hear what research is telling us about this phenomenon
-Receive examples of how firms are addressing it, and which strategies are most effective
-Explore tips and techniques that you can apply immediately
Field of Study: Marketing
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.
  More Information   Online Registration

Annual Security Update

Date: Thursday, June 30, 2022
Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Firm Technology Strategy, Right Networks
Field of Study: Information Technology
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: 2022 Tech 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 Traditional Approach to M&A and Why Owners Are Resistant to Change

Date: Tuesday, July 12, 2022
Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Ira Rosenbloom, CPA (LR), Chief Operating Executive, Optimum Strategies, LLC
Objective: - Discuss common timelines and restrictions placed on firm managers
- Explore reasons for management to restrict the role of the firm manager in M&A
- Learn ways to overcome those management restrictions
- Examine the different priorities required of a buyer versus seller firm
Field of Study: Business Management & Organization
Program Level: Advanced
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: Making M&A Easier - Broadening and Accelerating the Role of the Firm Manager in M&A

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

A Better Way to M&A: Firm Managers in Starring Roles

Date: Tuesday, August 9, 2022
Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Ira Rosenbloom, CPA (LR), Chief Operating Executive, Optimum Strategies, LLC
Objective: - Discuss the three stages of the firm managers’ responsibilities/role
- Learn top 10 action steps that firm managers must control in M&A
- Examine common red flags to look for (buyer versus seller)
- Discover communications best practices
Field of Study: Business Management & Organization
Program Level: Advanced
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: Making M&A Easier - Broadening and Accelerating the Role of the Firm Manager in M&A

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

Parallel Lives: How Firm Managers Can Juggle M&A with Daily Practice 

Date: Tuesday, August 23, 2022
Time: 02:00 PM EST / 01:00 PM CST / 12:00 PM MST / 11:00 AM PST
Presenter(s): Ira Rosenbloom, CPA (LR), Chief Operating Executive, Optimum Strategies, LLC
Objective: - Explore ways to bring clarity to firm manager role in M&A
- Examine methods to delegate and monitor accountability
- Learn how to develop a system to balance both day-to-day and M&A
- Discuss lines not to be crossed when juggling different priorities becomes untenable
Field of Study: Business Management & Organization
Program Level: Advanced
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: Making M&A Easier - Broadening and Accelerating the Role of the Firm Manager in M&A

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. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Fees and Payment Procedures

The fee for each participant location is normally $25.00 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 MAPCasts. Registrants will receive login instructions in advance by email and the virtual meeting room will open 15 minutes prior to the MAPCast 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 MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

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 MAPCast 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 MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.