Aligning People Strategies with Firm Goals: A Path to Enhanced Performance
Description In this session, Amanda Duff, SPHR, SHRM-CP, will delve into the critical intersection of people strategies and business objectives. Drawing from her extensive experience in both HR and accounting, Amanda will share actionable insights on how CPA firms can align their talent management practices with firm goals to drive performance, enhance retention, and foster a thriving workplace culture. Session Objectives: Identify key ...
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AI In The Accounting Profession
AI is transforming the accounting profession, but successful enablement requires the right strategy, onboarding, and engagement. This session will provide a practical roadmap for implementing AI to drive firm-wide adoption and maximize value creation. Attendees will gain insights into real-world AI success stories and actionable best practices for seamless AI integration across all parts of the firm.
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CPAFMA 2026 Tech Series
Technology is reshaping the accounting profession at an unprecedented pace. From artificial intelligence driving new efficiencies and revenue opportunities, to increasingly sophisticated cyber threats targeting financial data, today’s CPA firms must be proactive, strategic, and resilient to stay competitive. This three-part webinar series equips firm leaders with a comprehensive roadmap to navigate the evolving technology landscape.
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Security: Phishing with Precision - How Hackers Are Using AI to Target Accountants
Cybercriminals are using AI to launch smarter, faster, and more convincing attacks—targeting people, not just systems. Accountants and CPA firms, with access to sensitive financial data, are squarely in their sights. This session dives into how hackers are weaponizing AI to craft believable phishing schemes and malware, bypassing even strong tech defenses. Learn from real-world breaches and walk away with practical steps to spot threats ...
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2026 CPAFMA Technology Survey Findings Released
The CPA Firm Management Association (CPAFMA.com) completed their 2026 Digitally Driven Firm survey in December 2025 to identify the technologies and applications firms are adopting and using going into the upcoming busy season. With the obvious impact that AI is having on changing the technology landscape at an increasingly faster pace, this year’s survey consolidated alternating hardware and software surveys into a single survey to be ...
CPAFMA Seeks Candidates for the Board of Directors
CPAFMA is looking for leaders to serve as members of the Board of Directors. Such leaders should: • Have a vision for CPAFMA • Support and embody the values and mission of CPAFMA in elevating the profession• Be willing to invest the extra time necessary to serve CPAFMA • Demonstrate prior service and contribution to CPAFMA and the profession• Be supported in this service to CPAFMA by their firm Application Deadline ...
CPAFMA Announces DeBora and Goodwin to Board
Press Release [LEXINGTON, Ky., Jan. 9, 2025] CPA Firm Management Association, leading the management of CPA firms by empowering and equipping them to succeed, announces the addition of two board members. CPAFMA welcomes Karen DeBora and Tammy Goodwin. Karen DeBora, PAFM, brings over 25 years of experience in accounting client services to her role as the Director of CPA Operations and Administration at Aldrich CPAs + Advisors LLP. In 2019, ...
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CPAFMA 2025 Member Town Hall
A virtual member meeting led by our 2025 Board Chair, Kris Latchaw. Register to join us and welcome the new board members and learn more about the strategic plan, upcoming CONNECTIONS, Webinars and more. Register to add to your calendar here!