Wednesday, March 31st, 2021

Attend a CPAFMA Chapter Meeting

“Connecting with others is rewarding; it makes us feel like we are not alone in the world.” – Jonah Berger

Yesterday, I wrote about the importance of connecting and learning from others in the profession of CPA firm management. The CPA Firm Management Association chapter meetings are a great way to continually learn and also a way to share your successes. When I was a beginner, many years ago, I learned so much at the first chapter meetings I attended. I continued learning by attending the CPAFMA National Practice Management Conference each year. I made important connections and obtained wonderful life-long friends.

The best thing about CPA firm management is that it is continually expanding and changing. It forces you to keep pace and enables you to never stop growing and learning. I am still learning after over 30 years of attending chapter meetings.

Here’s more from Ronda Lawson of the Northern California Chapter on how they plan their meetings.

We were struggling a bit to get people to attend what used to be quarterly meetings.  We sent out an invite for a Zoom call to discuss how we were all handling the pandemic and those who attended loved it so we’re now trying to do it monthly. I send the notes to all of our Chapter members, so that even if they can’t attend they have some information.  I’m hoping they will find the notes helpful enough to want to attend when they can, and that we can build more Chapter participation!

I am particularly enjoying hearing what other firms are doing about employee engagement and trying to maintain their culture, and think some of the ideas for virtual events have been really fun and creative. And, as always, it is such a comfort to know that we’re not alone and that many of my colleagues have the same challenges!

For what it is worth, here are a few of the things I am doing to try to keep the roundtables effective:

–I prepare a list of questions ahead of time.  Sometimes they are the same ones, but it’s nice to gauge what has changed inside the firms.

–When I send out the invite for the meeting, I try to include a “teaser” question or two to give them an idea of what we’d be discussing.

–I definitely moderate the conversation, and try to make sure we aren’t talking over each other, or that some participants haven’t been heard from.

–I encourage, as much as possible, the use of the camera as well as audio for the calls.  I think it helps when we can see each other, and start to build relationships.

–As I said, I take notes (not attributing them to a certain participant so that everyone is comfortable having them distributed), and send them to everyone in the Chapter.

  • "Connecting is the key to Influence. Influence is the key to Leading. Leading is the key to Success!"
  • John Maxwell

Leave a Reply