Previous 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.

IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view select recordings for free and on-demand. Join CPAFMA today to enjoy this benefit.
BDO Alliance USA and CPAFMA Connection
Michael Horwitz, Executive Director of BDO Alliance USA, Joyce Arthur, PAFM, Alliance Client Services Support Manager and the CPAFMA Leadership
November 2, 2017
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IT Trends and Disrupters
Roman Kepczyk, CPA.CITP, CGMA, PAFM, Director of Consulting, Xcentric
October 31, 2017
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Lean Six Sigma: Improve Tax Process Workflow & Document Management
Troy Altomare, Green Belt, Lean Six Sigma and Senior Client Solutions Specialist at Doc.It.
October 26, 2017
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Improving the Quality of Life of Your Employees with Concierge Services
Jessica Stanton, Director, Account Management, Circle Concierge
October 17, 2017
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What you missed in Texas…
Dave Wuenschel - Benecon
September 20, 2017
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Leadership’s Indispensable Ingredient
David Thomas, Founder, IntegriTalk
September 15, 2017
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Intentional Employee Engagement
Sandra Wiley, President and Shareholder, Boomer Consulting Inc.
August 24, 2017
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The Accountants Exposure To Litigation In Failure To Detect Fraud Claims
Stephen Vono, Senior Vice President, McGowanPRO
August 22, 2017
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CPA Firms: How to Protect your Clients' Data from Cyber Attacks
Christopher Stark, President & CEO, Cetrom
August 17, 2017
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PCPS Web Tour
Lisa Simpson, CPA, CGMA Associate Director – Firm Services, AICPA
Making a Convincing Case Effectively
Guy Gage, III, LPC, CPT, Owner of PartnersCoach
Trusted Client Adviser Workshop Web Tour
Jason Deshayes, CPA, CGMA, Senior Technical Manager – Firm Services G400, AICPA
Avoiding Risk in CPA Firm Mergers
Joseph Tarasco, Chief Executive Officer and Senior Consultant, Accountants Advisory Group, LLC, and Stephen Vono, Principal, NAPLIA
Optimizing Workflow & Document Management Efficiency
Don Emery, CPA/CA, Director of Client Solutions, Doc.It & Judi Sovanski, Firm Administrator, BWTP PC, CPAFMA member
CPAFMA PechaKucha: A 30-Minute Overview of Our Association
Bob Biddle, Jane Johnson and Kim Fantaci
April 28, 2017
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Chapter Leader Huddle: Succession
Bill Reeb, CPA, CITP, CGMA, Co-Founder and CEO, Succession Institute, LLC
March 21, 2017
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Tax Claims
John Raspante, CPA, MST NAPLIA
February 21, 2017
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Cloud Computing for Accounting Firms: What You Need to Know
Christopher Stark, President & CEO, Cetrom, and Sherrill Hebert, National Sales Director, Cetrom
February 7, 2017
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Bleeding, Stable, or Dull Digital Edge? 2017 CPAFMA Paperless Benchmark Results
Roman H. Kepczyk, CPA.CITP, LSS BB, PAFM, Director of Consulting, Xcentric
January 31, 2017
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Engagement Letters A to Z
John F. Raspante, Senior Vice President/Director of Risk Management, NAPLIA
November 29, 2016
Details Watch Recording
October 27, 2016
Details Watch Recording