2025 Technology Series
The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2025 Technology Series will include three educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and the June Webinar presented by John Higgins, CPA.CITP. The series will explore topics essential to optimizing your firm's productivity and efficiency.
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2025 HR Series
Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.
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Global CPAs: Collaborators, Not Competitors – Why the U.S. Accounting Industry Must Embrace Non-US Accountants
The U.S. accounting profession is facing a talent crisis. While fewer people in the U.S. are pursuing CPA licensure, a growing number of professionals in India and the Philippines are earning CPA and EA credentials. Despite this trend, there is significant hesitation—and even resistance—toward embracing global CPAs as part of the industry. This session challenges the perception that non-U.S. CPAs are competitors and instead ...
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CPAFMA Connections 2026
Join us for CPAFMA Connections 2026 stand-alone conference, June 23-26 in Salt Lake City. Registration opens late Fall. For now, save the date! Call for Speakers is OPEN!Submit here. CPAFMA is now accepting speaker presentation proposals for the 2026 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The ...
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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!
2025 CPAFMA Technology Survey Findings Released
The CPA Firm Management Association recently concluded the 2025 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 22 and December 12, 2024, with 180 firms participating*. Survey participants covered the full gamut of CPAFMA’s membership with 17% being in firms >100 members, 21% being between 50-99 ...
Remembering Don Scholl
CPAFMA is saddened to announce the passing of one of its founding members, Donald Scholl. Don created the Association for Accounting Administration in 1984, along with industry consultants Clifford Brownstein and Gene Cohen, and served as its first president from 1984-1986. He continued to serve the Association as an Advisory Board Member through his retirement in 2009, setting up what would become today’s CPAFMA. Don is especially ...