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May 02, 2024
SHARING CALL
May 15, 2024
SHARING CALL
Key CPAmerica member benefits are provided through our partnership with LCvista, including access to a robust CPE catalog and compliance tracking. Please join the CPAmerica and LCvista teams as we discuss the migration and answer any questions you may have about the transition.
May 15, 2024
CONFERENCE/MEETING
Don’t miss the 2024 Marketing Roundtable, May 15-16 in Orlando, Florida! This year’s agenda features sessions related to public relations, crisis communications, business development, client experience, member sharing by firm size and more. This meeting is best suited for firm marketing directors, managers and coordinators.
May 28, 2024
SHARING CALL
Continue to refine your tech stack by joining us for the second quarterly CAS Technology Call with Amy Vetter.  Representatives from Jetpack Workflow will join us.
June 05, 2024
SHARING CALL
This first sharing call of our 2024 Women Leaders' Group will focus on Time Management Strategies and will be facilitated by Amy Deming with Brickely Delong. Join us to learn valuable tips and techniques for managing your time effectively and achieving your goals.
June 12, 2024
CONFERENCE/MEETING
Proudly returning in its 11th year, the progressively designed Next Generation Conference is designed for the firm’s successful Seniors through Managers that want to understand more about how the business works and how they can fit into the bigger picture. Attendees will be immersed in relationship building, leadership principles and practice management basics with other professionals at their level along with partners and presenters committed to developing “career coachable” employees within ou
June 17, 2024
SHARING CALL
Join us for the second quarter Marketing Sharing Call, focused on Connecting the Dots: Leveraging Data for Maximum Marketing Impact. Join us for an engaging and interactive marketing roundtable discussion led by Alyson Fieldman of Rockit Results where we will explore how data usage and management -- across your marketing tech stack -- can help drive your marketing and sales efforts. In this "back to basics" conversation, we will explore the intersection of technology and marketing for the sake o

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To foster relationships among members
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» CPAConnect Center of Excellence Forums
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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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