2023 Technology MAPCast 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 2023 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency. Topics include: Tax Season Debrief, Lean Firm, Security Update, and IT ...
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Why Organizations are Pairing the Flight to Quality and Workplace Experience
Many organizations have begun the “flight to quality” by upgrading their space. This new strategy exemplifies the changing meaning of the office. However, as the office gets upgraded, organizations can’t forget to upgrade their services. In this session, learn how the flight to quality is being met with service upgrades previously reserved for flagship hoteliers and how organizations, large and small, can achieve this using ...
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Join CPAFMA at Connections 2024 in Savannah, GA!
CPAFMA is hosting our standalone conference from June 18-21, 2024 in Savannah, Georgia. Our Education Committee is hard at work planning a conference you won’t want to miss! Who should attend?? Firm Managers, Director of Operations, HR Directors, COOs, and Partners.
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WISP Required! Key Components in Your Firm’s Written Information Security Plan*
While the FTC Safeguards rule designed to protect financial and PII (personally identifiable information) has been around for decades, as of June 9, 2023, compliance of various components including a WISP became mandatory! While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with less than 5,000 records such as the use of multi-factor ...
2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released
The CPA Firm Management Association completed its 2023 Digitally Driven (Paperless) Benchmarking Survey in December 2022 to find out the status of digitally driven office practices in member firms for the 2023 busy season. This “paperless” benchmarking survey has been conducted every two years since 2003 to help identify digital trends that member firms are adopting within their practices. This year 126 firms participated in ...
Seeking Nominations: National Board of Directors
Anyone interested in a position as a Director on the National Board of Directors of the CPA Firm Management Association must complete this Nominee Resume and submit it to the association's headquarters prior to the end of the day on June 1, 2023. Those desiring a position will be contacted by the Nominating Committee Chairperson and/or members of the committee with additional questions and will be required to participate in an interview process.
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Hybrid is Here to Stay: How to be Successful
What does ‘hybrid’ mean?No one thought this would happen—the embrace of hybrid operations. As hybrid operations transform the meaning of the office changes, and professionals are interacting with the office in new ways. For example, 69% of financial services companies expect to allow up to 60% of their staff to work remotely at least one day per week after the pandemic. Prior to the pandemic, only 29% of ...
How to Nurture Office Culture in the New Hybrid World
Since the pandemic hit, many accounting and advisory firms have had to rapidly pivot to a new way of working. Let’s be clear, firm professionals want to work from home (WFH). 1 in 3 remote workers say they would seek new employment if they were required to return to the office. While there was ample skepticism at first, and a short transition period to get used to a new mode of operating, firms and employees made remote work successful.
