Welcome to CPAPlus  Network

CPAPlus Network is a national, non-profit, peer-to-peer network of small CPA firms, formed to exchange best practices specific to our challenges and culture. Through the collective expertise and experiences of firms from across the country, we are effectively overcoming specific challenges many of us face.

The Network was created by CPAs for CPAs as a resource for improving efficiencies and increasing revenue. By sharing best practices through various methodologies, we have been able to produce effective systems without the high cost of traditional peer groups.

2016 Regional Meetings

CPAPlus Network Regional Meeting dates, locations, and topics have been established for all of 2016 and into January of 2017.  These regional meetings will be separated into three separate rounds:  The first beginning in the latter part of May, the second beginning in August, and the third beginning in November.  To schedule for any meeting(s), please e-mail Janette Phillimore at janette.phillimore@cpaplusnetwork.com, and indicate which meetings you wish to attend.

Each participant will receive 5-6 CPE for attendance.  The first round is listed below, with the rest of the year's dates listed on the Regional Meeting page.

Round 1:

Understanding Clients’ Needs in Today’s Culture – Many aspects of today’s culture and society change constantly.  As a result, so do clients’ perceptions of what is valuable to them.  In order to gain client dependence—and therefore, de-commoditize—we have to begin by understanding our clients’ perspectives.

Competing in 2016:  Critical Practice Development Processes – To step into the role of that of a navigator for clients, our firms must make some important changes.  Areas of discussion will include new types of engagements, developing employees, and new strategies for collaboration.

Using Deadlines to Increase Revenue – Deadlines, despite being catalysts for stress and longer hours, also create significant opportunities for revenue growth.  We will discuss how to capture these opportunities through more effective contact with clients.

Mediation Techniques – While helping clients with their businesses and personal lives, we often end up in situations that require mediation skills.  As a result, the network is launching a new program on mediation skills.  This will be led by Paul Jozef, JD, president of the Center of Complete Communication.

Open Roundtable – Subject-specific to attendees and their current challenges. 


St. Louis – Tuesday, 5/17, 9AM-3PM

Minneapolis – Wednesday, 5/18, 9AM-3PM

Chicago – Thursday, 5/19, 9AM-3PM

Cincinnati – Friday, 5/20, 9AM-3PM

Pittsburgh – Tuesday, 6/7, 9AM-3PM

Philadelphia – Wednesday, 6/8, 9AM-3PM

Greenwich, CT – Thursday, 6/9, 9AM-3PM

San Diego – Tuesday, 6/14, 9AM-3PM

Phoenix – Wednesday, 6/15, 9AM-3PM

Las Vegas – Thursday, 6/16, 9AM-3PM

Denver – Friday, 6/17, 9AM-3PM

Raleigh – Tuesday, 6/21, 9AM-3PM

Palm Beach, FL– Wednesday, 6/22, 9AM-3PM

Lake Tahoe – Thursday, 6/23, 9AM-3PM

Atlanta – Thursday, 6/23, 9AM-3PM

Dallas - Friday, 6/24, 9AM-3PM