Virtual
Small Firm Roundtable
Date: May 4, 2026
Time: 10 – 11 a.m. PT
Member
$0.00
Nonmember
$0.00
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Overview
Small firms continue to voice the need for more targeted support, clearer guidance, and a dedicated forum to discuss what is working and what is not. In response, CalCPA and the AICPA are partnering to host a Small Firm Roundtable led by Stephanie Otero, CPA, AICPA Vice President of Small Firm Advocacy, and Denise Froemming, CalCPA President and CEO.
This session builds on a similar discussion held in January and will revisit some of the themes raised previously while also exploring additional issues affecting small firms today. Participation in the earlier session is not required. All small firm leaders are welcome to join and share their perspective.
The roundtable will bring together small firm leaders from across California for an open and candid conversation about the realities they face. The goal is to listen, better understand key challenges, identify gaps in support, and gather insights that will help shape future programs, resources, and advocacy efforts.
Your perspective will directly influence how both organizations work together to strengthen and elevate the small firm community.
Product Code
Y1980526
Format
Virtual
Intended Audience
This session is intended for firm leaders who want their perspective included as CalCPA and AICPA shape the next phase of small firm support, including Managing Partners, CEOs, Principals, leaders from CalCPA 100% firms and MAP Committee members.
Faculty
Additional Details
What to expect
In this one-hour virtual session, participants will:
‒Share the most pressing challenges facing small firms today
‒Identify areas where the AICPA and CalCPA can better support practitioners
‒Discuss tools, resources, or guidance that would make the biggest difference
‒Explore opportunities and risks shaping the future of small firms
‒Contribute insights that will guide ongoing advocacy and collaboration
This roundtable is a listening session. The focus is on hearing from you and ensuring your firm’s experience contributes to statewide and national small firm support efforts.