CPAFMA Connections 2026
Join us for CPAFMA Connections 2026 stand-alone conference, June 23-26 in Salt Lake City. Registration is now open! Find more information here. 2026 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The conference is held June 23-26, 2026, in Salt Lake City, Utah. The conference includes sessions that range ...
More Information.png)
2026 CPAFMA HR Series
The accounting profession is experiencing rapid change, creating new challenges—and opportunities—for firms seeking to attract, develop, and retain top talent. The 2026 CPAFMA HR Series is designed to help firm leaders, HR professionals, and operations teams navigate today's evolving workforce landscape with confidence. Across three engaging webinars, participants will explore the key trends shaping the profession, learn how to ...
More Information
Learning & Development Panel
As firms navigate evolving workforce expectations and increasing talent challenges, investing in employee development has never been more important. Join a panel of industry leaders as they discuss practical strategies for building future-ready teams through upskilling, career pathing, and employee engagement initiatives. Featuring insights from Tamera Loerzel (ConvergenceCoaching), Kerkering, Barberio & Company, and Summit West CPA Group, ...
More Information
The Modern CPA Firm Hiring Playbook: Attract, Interview, and Hire Better Talent
In today’s competitive talent market, CPA firms need a more intentional approach to attracting and securing the right talent. This session will walk through how to position your firm as an employer of choice by strengthening your employee value proposition (EVP), improving candidate experience, and building a more effective and efficient hiring process.
More InformationHappenings
View All ArticlesThe Hidden Cost of "Everyone Pitches In"
Introduction: The Wake-Up Call at the Retreat Picture this: You're the Managing Partner of a thriving CPA firm that's ridden a wave of exponential growth. Just a few years ago, you had 2 partners and 10 employees. Today? 5 partners and 50 staff. Revenue is soaring, clients are pouring in, and the firm feels unstoppable. You tell yourself you're handling the administrative and operational side just fine—everyone pitches in, right? It's ...
Message from the 2026 CPAFMA Chair
Dear CPAFMA Members, It is with honor and excitement that I step into the role of Chair for 2026. My CPAFMA journey began in 2014, thanks to the encouragement of my firm partners who recognized the value of connecting with a community of forward-thinking professionals. Through every career adventure and transition, CPAFMA has remained my anchor helping me grow as a leader, a professional, and a person. The friendships and connections I’ve ...
.png)
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 ...