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 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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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 ...
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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, ...