Sol Schwartz & Associates, P.C. Announces 2017 Accounting Scholarship Winner

December 14, 2017
Sol Schwartz & Associates, P.C. announced the winner of the 2017 Accounting Scholarship. The scholarship recognizes an outstanding student for academic achievement, economic need, and leadership initiative.

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Aldrich Wealth Surpasses $1 Billion in Assets Under Management

December 13, 2017
Aldrich Wealth has announced that it has surpassed $1 billion in assets under management. The 20-year-old registered investment advisory firm provides financial guidance to individuals, businesses, trusts and corporate retirement plans.

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Maxwell Locke & Ritter Announces Two New Partners

December 6, 2017
Maxwell Locke & Ritter is pleased to announce that Lesley Hargraves and Anna Stepan have been promoted to Partner.

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Cummings, Keegan & Co., P.L.L.P. Names New Partner

December 6, 2017
Melissa Carlson, CPA has been promoted to Partner at Cummings, Keegan & Co., P.L.L.P. (CK&Co.). Melissa joined the firm in 1998 after graduating from Bemidji State University.

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UPCOMING EVENTS See All Events
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January 09, 2018
SHARING CALL
Join us for a sharing call with facilitating firm, Maxwell,Locke & Ritter, as we dive into their extensive process for securing clients who will be the best fit for their firm. Marketing Director, Staci Sprayberry will be joined by a MLR partner to discuss those qualities they look for -- and those they try to avoid at all costs.
January 18, 2018
SHARING CALL
Join us for a review of the benefits and resources firms receive as a member of CPAConnect.  Attendees are encouraged to participate in Q&A during this presentation.  All members of your firm are invited to attend!
February 28, 2018
OUTSIDE EVENT
Click on the event title for a link to this event website.
May 03, 2018
SHARING CALL
Join us for a review of the benefits and resources firms receive as a member of CPAConnect.  Attendees are encouraged to participate in Q&A during this presentation.  All members of your firm are invited to attend!
May 16, 2018
CONFERENCE/MEETING
Proudly returning in its 5th year, the progressively designed Next Generation Conference continues with two tracks for new participants (Intro Track) and returning attendees (Advanced Track).
June 05, 2018
CONFERENCE/MEETING
Join your colleagues on the beach of Miami at The St. Regis Bal Harbour Resort for the latest news, information and sharing at the 2018 A&A Conference.
June 05, 2018
CONFERENCE/MEETING
Don't miss the 2018 Technology Roundtable in Miami Beach, Florida this June!
July 16, 2018
OUTSIDE EVENT
Click on the event title for a link to this event website.
MEMBERSHIP BENEFITS
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The mission of CPAConnect is:

To provide a gateway for the creation of relationships among members
To collaborate on best industry practices
To improve competitive position in the marketplace

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EXCLUSIVE MEMBER SERVICES:

» Discussion Lists
» Practice Management Survey
» Sharing Library
» Preferred Providers and Consultants
» Priority Request and Request Assistance
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RESOURCES
CPAConnections

This issue includes:

  • 2017 Advisory Committee Chair
  • Tech Corner with Randy Johnston
  • New Members

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Building a NextGen Firm

Please read our latest white paper by ConvergenceCoaching, LLC's Jennifer Wilson and Brianna Johnson.

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Event Sponsors

Interested in sponsoring an event? We have sponsorship opportunities at 14 events in 2017 across the United States. 
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