Join Denise Froemming, CalCPA President and CEO, for a candid roundtable created specifically for managing partners and senior-level executives of firms with 51-100 employees.

This is a working conversation, not a lecture. Participants will have an opportunity to share what is happening within their firms, exchange perspectives with peers, and help CalCPA better understand how it can support firms of this size.

The conversation will be guided by the experiences and priorities of those in the room. Topics may include leadership and governance, succession and ownership structures, technology and AI, talent, advocacy and other issues participants identify. The session will also help CalCPA better understand how it can support firms of this size.

What to Expect

• Share your firm’s current priorities, opportunities and challenges.
• Discuss topics such as leadership, technology, talent, and succession, based on their relevance to your firm.
• Discuss the advocacy issues most relevant to firms operating at this level.
• Contribute insights that will shape CalCPA's support for firms of this size.