About CPAFMA

CPA Firm Management Association was founded on January 1, 1984, to enable accounting firm managers to communicate with one another and provide each other with the benefits of everyone's experiences in what was a new and emerging profession. Through a combination of local meetings and seminars, national conferences, publications and surveys, CPAFMA, a firm-based membership association, has continued to offer benefits to members at minimal cost.

The Association is the one representative voice of the profession. Many of our members put forth a great deal of effort toward educating the public accounting profession about the benefits of hiring professional firm managers to run the operations of their respective firms. They have also largely shaped the profession, determined the direction for manager career pathing, and have been on the cutting edge of developments in our profession.

Community & Connections	Three Year Picture Continue to cultivate a strong sense of community 2025 Goal Drive member engagement through enhanced studio exchange structure
Advocate & Elevate	Three Year Picture Build enhanced demand for PAFM Certification 2025 Goal Develop an updated PAFM model by the end of 2025
Resources & Tools	Three Year Picture Create and promote ready-to-use resources 2025 Goal Complete at least one survey to gather member information that can be used to position CPAFMA with our target audiences
Education & Knowledge	Three Year Picture Increase overall CONNECTIONS registration by more than 20% (over 2024) Increase the number of CPAFMA member firms represented at CONNECTIONS each year Build content specific to the Human Resources function 2025 Goal Develop & implement a content strategy that aligns educational topics across Webinars, Studio Exchanges, and tools/resources and is crafted for the target audiences
Strategy & Implementation	Three Year Picture Work toward an annual financial surplus Draft & implement a membership growth plan Establish high functioning committees Grow to a total of 500 total member firms 2025 Goal Realign Board positions to new strategic priorities by November 30, 2024 Develop a membership growth/outreach strategy by May 1, 2025

Upcoming Events

March 19 - May 28, 2026

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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June 23 - 26, 2026

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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April 23, 2026

Optimizing Return to Office: Data-Driven Strategies for Space, Talent, and Productivity

Description As the return-to-office (RTO) movement gains momentum, financial firms face a crucial challenge: aligning real estate investments with evolving work models. This session—designed for firm administrators, COOs, CFOs, and workplace strategists—will explore how data, technology, and space design are driving smarter decisions around office use, talent engagement, and real estate ROI. Drawing from survey data and real-world ...

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