CPAmerica offers several specialty groups to support members at various stages of their careers.
Client Accounting Services
CPAmerica member firms have agreed that client accounting services are a strategic tool and valuable service line which can effectively enhance their client relationships. To this end, CPAmerica is working with those interested in this niche service to identify resources and processes which will allow them to develop and successfully manage CAS in their firms. Our advisory committee will help cultivate resources by identifying sharing call topics, discussion list and community activity, and planning a live one-day meeting which is held in conjunction with the CPAmerica annual Tax Conference.
Going into its 7th year, this group and corresponding meeting are a great opportunity to meet select Crowe Global firms and other CPAmerica firms that are doing business internationally. Plus, you'll learn from outstanding speakers, all with international perspectives.
Expand your resources to identify and capture international markets locally through interactive sessions focusing on the unique requirements and knowledge of this niche.
Pictured: Align Global Consulting's Sean King
Large Firm Group
meets twice a year and is designed to tackle practice management, strategic and
operational issues from the perspective of CPAmerica's larger firms. With
topics like developing an effective talent management program; creating a “one
firm” mindset; partner compensation and accountability; and succession
planning, the Large Firm Group is a chance for leading partners and executive
teams to participate in a more intimate, face-to-face member sharing
The Next Generation group 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. This group is an avenue for high performers to further develop leadership skills, begin building relationships with other CPAmerica members, and shape their career. Participants 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 our member firms.
With a member-driven advisory committee comprised of the target market as well as experienced partners providing insight about the skills and opportunities they want for their high performers, the group is hosting several sharing calls as well as an annual conference.
New Leading Partners
This group meets two times per year and is intended for managing partners in the role three years or less or partners who are within one year of succeeding into the role. This one-day meeting provides professionals in this stage of their career the opportunity to gain insight from peers with shared experience on everything from transitioning leadership and allocating responsibilities to looking ahead and effectively planning for their own continuing succession in the firm.
New Partner Group
Kicked off in January 2018, CPAmerica is pleased to provide support and training to partners in the role three years or less. At a critical stage of their career, much of the partner role is quite a change from previous roles at the firm, and requires a vast new skill set.
With a member-driven advisory committee comprised of new and experienced partners leading the way, the group now has their own discussion list for new partners with three additional experienced partners serving as a sounding board for questions posted. In addition to this avenue to network with colleagues, there are also several sharing calls and an annual live one-day meeting adjacent to either the Tax Conference or A&A Conference (alternating years).
Valuation and Litigation Services
Many CPAmerica firms have interest in these areas. To support the needs of those members, an annual, cross-disciplined member sharing live meeting and virtual conversations held to bring together individuals with expertise in the closely related fields of business valuation and litigation support, with discussions on benchmarking tools, research materials, identifying successful valuation and litigation lines of business, pros and cons of having a valuation and litigation specialty, etc.