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 CPA Firm Techs, Trends, and Disrupters
IT Tech Stacks, Collaboration, Cybersecurity, and in particular Artificial Intelligence is transforming the accounting profession faster than ever—are you keeping up or falling behind? In this fast-paced session, Roman Kepczyk CPA.CITP breaks down the must-have technologies and strategies CPA firms need to stay competitive in 2026, backed by insights from his consulting with over 425 firms, and the latest CPAFMA member IT surveys.
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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 ...
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View All ArticlesCadillac Health Plans: Luxury or Lemons?
Many of us have probably heard the term "Cadillac heath insurance plan." which is basically a plan with luxurious benefit levels and/or high premiums. Many public accounting firms offer such plans to their employees and have done so for many years. However, these plans are probably a little less luxurious than they used to be 20 years ago because of adjustments over the last decade due to double-digit percent increases that have ...