Gainesville, Fla. (October 15, 2024) — CPAmerica’s annual Leading Partners Retreat (LPR) and Firm Management Roundtable (FMR) took place September 24-27, 2024, at the Intercontinental Hotel in Boston, Massachusetts. These co-located meetings are two of more than 17 signature events CPAmerica holds throughout the year. With over 130 LPR and 55 FMR individuals representing 85 member firms in attendance, the 2024 meeting was a success.
Both meetings were specifically curated for individuals leading independent accounting firms and were packed with relevant topics and industry leading speakers. Dr. Anirban Basu, Sage Policy Group, gave an economic update including the good, the bad and the ugly. Scott Klososky, Future Point of View, spoke about artificial intelligence’s (AI) impact on accounting and how to leverage these innovations and digital tools at the firm. On the final day of the meeting, attendees heard from Barry Melancon, AICPA, for his highly anticipated session on the state of the accounting profession.
New this year, members were invited to participate in a live podcast recording with LumiQ. Featuring CPAmerica members, Katie Thomas, CEO & president of Honkamp P.C., Brad Beasley, leading partner of Beasley, Mitchell & Co., LLP, and Dean Krech, managing partner of JHM CPAs, this podcast focused on the importance of remaining independent as private equity and consolidation continue to shape the industry.
The full podcast recording can be accessed through LumiQ’s platform here: https://lumiq.app.link/episodes/6XDfkcCr36zwOFl1UoyB
Thank you to our LPR and FMR sponsors, who helped make this event possible. Thank you to our Visionary Partner, McGuire Sponsel! Additionally, thank you to our Inspiring Partners, Aiwyn, alliantgroup, LCVista, LumiQ, NMGI, Miles Talent Hub, Surgent, and Tri-Merit; and thank you to our Connected Partners, Audit Dashboard, Becker, Cetrom, Crowe, LeaseCrunch, Paro, PracticeERP, and QuickFee!
The 2025 Leading Partner Retreat and Firm Management Roundtable will be held September 16-19, at the Meritage Resort & Spa in Napa, Calif.
About CPAmerica, Inc.:
CPAmerica, Inc. is an accounting association made up of independent certified public accounting firms that is built on four key goals: to continuously improve; to make more money; to strengthen relationships among member firms; and to bring prestige to firms both domestically and internationally. CPAmerica is a member of Crowe Global, an accounting network with 230+ independent accounting and advisory services firms in 140+ countries that have a combined firm revenue of $5.3 billion. Learn more about CPAmerica at www.cpamerica.org.