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August 06, 2024
CONFERENCE/MEETING
2024 Client Advisory Services 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
Marketing Sharing Call - Media Strategies for Niches
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
August 14, 2024
SHARING CALL
Leveraging AI and ChatGPT continued
Leveraging AI and ChatGPT continued, with Juan Carlos Lara, Regional Director, Américas with Crowe Global
September 05, 2024
SHARING CALL
Women Leaders' Group - Supporting Multigenerational Teams
The next Women Leaders' Group Sharing Call, facilitated by Carolyn Quill with Thompson Greenspon, will focus on Supporting Multigenerational Teams. Join us to learn and share strategies for effectively managing and supporting a diverse team of different generations.
October 20, 2024
CONFERENCE/MEETING
2024 CPAConnect Roundtable
Members won’t want to miss this great conference lineup that boasts influential speakers sure to help you bring back best practices and innovative ideas to your office.  Your 2024 conference features timely and relevant  member-driven content. REGISTRATION OPENS EARLY 2024
October 28, 2024
SHARING CALL
Quarterly Technology Sharing Call - October 28, 2024
Please join us for the third quarterly technology call of 2024, presented by Randy Johnston and Brian Tankersley of NMGI.
October 30, 2024
SHARING CALL
Women Leaders' Group Sharing Call - AI's Impact on Women
As AI becomes more prevalent in workplaces, it is predicted that women will be disproportionately affected. The next Women Leaders' Group Sharing Call, facilitated by Grace Horvath, CPAmerica President & CEO, will focus on AI's Impact on Women.
November 10, 2024
CONFERENCE/MEETING
2024 Tax Conference
Join your fellow tax professionals in Fajardo, PR at the beautiful El Conquistador Resort for the 2024 Tax Conference.  This year's conference provides member firms with the latest updates on tax regulations, best practices in tax practice management, and multiple sharing and networking opportunities.

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

READ 2024 QUARTER 1 ISSUE 

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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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