Individuals or groups are able to participate in these sessions from the convenience of your own space – using your device or in your conference room with members of your team - and immediately put what you’ve learned to work in your department and/or organization. Review the following list for CPAFMA’s upcoming webinars – and register today! PAFMs are able to participate in all webinars and receive recordings without charge.
Interested in being a webinar presenter? Please submit this form for consideration. All programing is reviewed by our Education Committee and we thank you in advance for your submission
Aligning People Strategies with Firm Goals: A Path to Enhanced Performance
Date: Wednesday, March 4, 2026Time: 03:00 PM EST / 02:00 PM CST / 01:00 PM MST / 12:00 PM PST
Presenter(s): Amanda Duff, Founder & CEO, Now What HR
Field of Study: Personnel/Human Resources
Program Level: Intermediate
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
AI In The Accounting Profession
Date: Thursday, March 19, 2026Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Ellen Choi, Founder & CEO, Edgefield Group
Objective: Session Objectives:
1. State of AI for Accounting Firms: Understand the Role of AI in the accounting profession today and where it's going
2. Best Practices for AI Strategy & Onboarding: How to design an AI enablement program that maximizes adoption and impact.
3. Real-World AI Use Cases: Learn how firms are using generative AI to increase efficiency and create new revenue opportunities.
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 CPAFMA Tech Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online RegistrationSecurity: Phishing with Precision - How Hackers Are Using AI to Target Accountants
Date: Wednesday, April 29, 2026Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Roman Kepczyk, CPA,CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks
Objective: Session Objectives:
1. Identify how AI is being leveraged by cybercriminals to enhance phishing, social engineering, and malware attacks.
2. Recognize common human vulnerabilities that continue to be exploited despite strong technical safeguards.
3. Review recent cybersecurity breach trends and attacker methodologies targeting financial professionals and their data infrastructure.
4. Implement practical, firm-wide infrastructure, protocols and training approaches to reduce risk and improve resilience.
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 CPAFMA Tech Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online Registration2026 CPA Firm Techs, Trends, and Disrupters
Date: Thursday, May 28, 2026Time: 01:00 PM EST / 12:00 PM CST / 11:00 AM MST / 10:00 AM PST
Presenter(s): Roman Kepczyk, CPA, CITP, CGMA, PAFM, Director of Firm Technology Strategy, Rightworks
Objective: 1. Learn which core technologies are driving firm productivity—and what to invest in next to future-proof your operations.
2. Explore cutting-edge tools for secure and intuitive collaboration with clients and staff, including how generative and agentic AI is transforming client interaction.
3. Understand why cultivating a “learning organization” mindset is no longer optional—and how it can help your firm adapt to rapid change.
4. Reframe cybersecurity as a foundational business priority, not just an IT issue, in the age of intelligent automation and data risk.
5. Implement practical, firm-wide infrastructure, protocols and training approaches to reduce risk and improve resilience.
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
No advanced preparation or prerequisites are required for this course.
More Information Online Registration
This is part of the series: 2026 CPAFMA Tech Series
Save by registering for the entire series! All registered guests will receive links to view the replays, so you can still have access to all content, even if you miss a live broadcast.
Entire Series Online RegistrationRegistration
All registration is done on-line with the names and email addresses of each individual guest. Zoom log-in details will be emailed as a confirmation email once online registration is completed. A calendar invite with the Zoom details will be emailed out the morning of the webinar.
Fees and Payment Procedures
The fee for each participant is $35.00 for CPAFMA members and PCPS members. Non-members may register for an additional fee. All PAFMs may register for free. Invoicing is available to CPAFMA and PCPS members only. Non-members must pre-pay.
Delivery System
The CPA Firm Management Association uses the the Zoom platform for webinars. Registrants will receive login instructions in advance by email and the virtual meeting room will open 15 minutes prior to the webinar start time. We recommend participants log-in 5-10 minutes prior to the start, allowing enough time to download and print any documents you wish to have available during the course presentation. It is recommended that you test your computer prior to attending a meeting. Attendees who need a certificate of attendance will need to respond to polls and/or chat questions to show their active participation.
Refund Policy
CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.
Additional Information
Live participation is required for CPE credit and must respond to poll questions to document their active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.
For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.
What is an CPAFMA webinar?
An CPAFMA webinar is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.
Note that high-speed Internet access is not mandatory.
Who presents at an CPAFMA webinar?
Your webinar will have one or more speakers who are recognized experts on the topic. Webinars typically include a Q&A session; you can ask questions by audio or chat options.
CPE Credits
CPAFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.
Why CPAFMA webinars?
Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.
Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.
Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.
Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.
Affordable.
CPAFMA webinars are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.
CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for webinar. PCPS members should indicate their membership when registering.