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June 24, 2024
CONFERENCE/MEETING
July 10, 2024
SHARING CALL
Private Equity and M&A – Part 2 with Bob and Doug Lewis of the Visionary Group
July 16, 2024
CONFERENCE/MEETING
Join your Technology Roundtable colleagues among the rolling vineyards of Napa, CA, where you'll learn the latest industry trends, earn CPE, and share best practices and build relationships. The 2024 Technology Roundtable will be held at the Meritage Resort & Spa in Napa, CA.
July 16, 2024
CONFERENCE/MEETING
Join your A&A colleagues among the rolling vineyards of Napa, CA, where you'll learn the latest industry trends, earn CPE, and share best practices and build relationships with your fellow CPAmerica colleagues and our preferred providers. The 2024 A&A Conference will be held at the Meritage Resort & Spa in Napa, CA.
August 06, 2024
CONFERENCE/MEETING
Welcoming its 7th year, the Client Advisory Services specialty group will meet in Salt Lake City, UT to share experiences on developing and growing the CAS niche within their firm. This 3-day meeting will provide professionals the opportunity to gain insight from experts in this field as well as member-sharing opportunities.
August 13, 2024
SHARING CALL
Join us for the third quarter Marketing Sharing Call, focused on Earned, Paid and Made Media Strategies for Niches. Your niche marketing strategy and plan should include earned, paid and made media. Earned media includes awards, of course, but it also includes niche leader PR and thought leadership. We will discuss earned media strategies and also explore paid media that is worth the investment AND how your created and repurposed content exponentially increases niche visibility and branding. Gue

Membership Benefits

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The mission of CPAConnect is:

To foster relationships among members
To collaborate on best industry practices
To improve competitive position in the marketplace

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EXCLUSIVE MEMBER SERVICES:

» CPAConnect Center of Excellence Forums
» Sharing Library
» Preferred Providers and Consultants
» International Referrals
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Resources

CPAConnections

This issue includes:

  • 2024 CPAConnect Membership Benefits
  • Confidence in Communication: Transforming Feedback Culture in Leadership with Amy Vetter
  • Preferred Provider spotlight - Doc.It
  • Upcoming Events
  • New Member Spotlights

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Center of Excellence 

Topic oriented by area or department. Members use these communities to discuss a variety of issues related to the CPA firm. Members can email the communities to trouble-shoot a problem, garner a second opinion and compare professional strategies.

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