Upcoming Events


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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.
May 29, 2024
SHARING CALL
Join fellow members to get to know one another and discuss business valuation topics that are top of mind.  Co-Facilitated by:  Brian Holloway, Valuations - Principal, Frazier & Deeter and Dave Bookbinder, Executive Director, Valuation Services, Haefele Flanagan.
May 30, 2024
SHARING CALL
Join your fellow members as the 415 Group's Rich Craig, Dan Kloha, Eric Schreiber, and John Shumaker lead a discussion on how Power BI can work for your practice.  In it, they’ll demonstrate how they have replaced Axcess Practice and Tax Datascan with dashboards that pull data from Axcess Practice, Workstream, Axcess Tax, and QuickBooks as well as how they stay up-to-date on ELF return status’s using CCH API data.  Registration is free
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 06, 2024
CONFERENCE/MEETING
This meeting is a day and a half of member sharing for current or upcoming partners and firm leadership teams, specifically from firms in the Central Mountain and West Coast regions.

Resources

The CPAmerica Advantage

This issue includes:

  • Heart and Mind: Blending Cognitive Skills with Emotional Intelligence for Effective Leadership with Amy Vetter
  • Preferred Provider Spotlight -Surgent
  • Upcoming Events
  • Member News
  • CPAmerica Insights - Grace Horvath

READ MAY ISSUE

 

Special Edition Newsletter - Join CPAmerica

Now more than ever, membership in an association is an invaluable resource. Read our special edition newsletter that includes member testimonials and new member offerings. 

CLICK HERE