Southern California Chapter

Welcome to the Southern California Chapter of CPAFMA

Events

Upcoming Events  |  MAPCasts
2023 Technology MAPCast Series
April 25 - December 19, 2023

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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CPAFMA CONNECTIONS 2023 at AICPA & CIMA ENGAGE 23
June 5 - 8, 2023

CPAFMA CONNECTIONS 2023 at AICPA & CIMA ENGAGE 23

CONNECTIONS 2023 at ENGAGE 23 will help you and your firm evolve by turning the pace of change from a challenge to an opportunity. With nine tracks of expert content, you'll gain exclusive insights, develop practical skills and walk away with tangible guidance to evolve at your own pace. Join us in June at the ARIA in Las Vegas or participate live online.

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Happenings

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Seeking Nominations: National Board of Directors

Seeking Nominations: National Board of Directors

Apr 17, 2023

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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2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

2023 CPAFMA Digitally Driven Firm Benchmark Survey Findings Released

Dec 20, 2022

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 ...

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Hybrid is Here to Stay: How to be Successful

Hybrid is Here to Stay: How to be Successful

Dec 13, 2022

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 ...

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How to Nurture Office Culture in the New Hybrid World

How to Nurture Office Culture in the New Hybrid World

Dec 12, 2022

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.

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Michigan Accounting Firms Announce Merger and Maner Hosts 5th Annual Cares Day of Impact

Michigan Accounting Firms Announce Merger and Maner Hosts 5th Annual Cares Day of Impact

Nov 17, 2022

Two Michigan firms will be merging in 2023. Maner Costerisan and Hall & Romkema, PLC recently announced the merger while Maner was appreciated throughout the community for their Maner Cares Day.

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