2025 Firm Management Series

Entire Series - Register for the entire series
$105 Members | Free PAFM | $240 Non-Members
(buy three, get one free)

Single Webinar
$35 Members | Free PAFM | $80 Non-Members

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

Earn CPE credit while gaining actionable insights you can implement right away.
Choose to register for the full series or select individual webinars that best fit your needs.

Elevate your Firm Management game—reserve your spot today!

Catch It On-Demand
Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.
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#1 Normalizing Accountability on Your Team - Register for this Individual Webinar Here!
October 24, 2025, 2:00 pm EST

Presenter: Jen Wilson, Convergence Coaching

Most of us want to know that we can count on each other for a specific level of performance, that assignments will be completed as expected, that goals will be pursued and met, and that individual, team, and firm performance will be enhanced as a result. But most of us don’t like the idea of being accountable or holding others accountable. Somehow, we make the concept negative and micromanage-y. In this webinar, we’ll discuss the steps to creating a culture of inspiring accountability on your team.

Learning Objectives:

• Recall the four secret ingredients of accountability
• Compare our current “fuzzy” language with a proven framework for creating clear expectations
• Recite the ways that regular check-ins and recaps influence action
• Demonstrate the impact the right (and wrong) KPIs have on performance
• Define a way of framing your feedback when things don’t happen as planned

Leave this session ready to drive increased accountability and next-level performance on your team!
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#2 Change Management Essentials for CPA Firm Managers - Register for this Individual Webinar Here!
November 12, 2025, 1:00 pm – 1 hour

Change is constant for accounting firms, but it does not have to derail client work. This practical session gives CPA firm managers a clear way to lead internal and client-facing change while protecting quality, capacity, and morale. You will learn simple tools to size the change, align partners and teams, communicate expectations, and pilot improvements without disrupting deadlines. 

Presenter: Cristina Martinez de Andino, CMdA Consulting

Learning Objectives:

• Explain the fundamentals of change management in an accounting-firm context and why they matter for capacity, quality, and client experience.
• Identify people-side risks early by mapping stakeholders and the few behaviors that must change, and choose the right approach using simple change categories and scenario planning.
• Apply practical tools to lead yourself, your team, and your clients through uncertainty—set clear roles and guardrails, use simple scripts and routines, and align with a one-page brief.

Come ready to apply the methods to a real change in your firm so you leave with next steps you can use this quarter!
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#3 Generational Differences in the Workplace - Register for this Individual Webinar Here!
December 4, 2025, 12:00 pm – 1 hour

Presenter: Josh Axelrod, Aldrich Solutions 

This program examines how generational dynamics intersect with today’s CPA-firm management trends—hybrid work, AI-enabled delivery, pricing and capacity management, and succession. Participants will review evidence-based differences across Baby Boomers, Gen X, Millennials, and Gen Z that affect communication, motivation, accountability, and client service. Using risk-reward framing, the session surfaces where misalignment creates turnover, quality, and client-experience risks—and where cross-generational collaboration accelerates innovation and growth. Through short cases, polling, and practical tools, attendees will learn to translate insights into everyday management practices, including meeting norms, feedback cadences, delegation, and leadership pipelines tailored to a multigenerational workforce.

Learning Objectives:

• Identify at least five current CPA-firm management trends impacted by generational preferences (e.g., hybrid norms, AI adoption, pricing, succession, and learning models).
• Differentiate communication, feedback, and motivation patterns across four generations and map them to role design and meeting norms.
• Analyze three common risk scenarios (quality slippage, retention drag, client-experience inconsistency) and assign appropriate controls using a risk-response matrix.
• Apply a workload/capacity and delegation tool to rebalance tasks across staff levels and generations in a sample engagement.
• Develop a 30-day action plan that selects two interventions (e.g., mentoring ladder, sprint-based feedback, cross-gen project teams) and defines success metrics.

Learn practical strategies to lead a multigenerational team with greater clarity, collaboration, and performance!
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#4 Managing Projects and Tasks – Helpful Tools - Register for this Individual Webinar Here!
January 26^, 2026, 1:30 pm – 1 hour

Presenter: Tommye Barie, Succession Institute 

Stay tuned for details!