Events
Save the Date: Streamline Your Budgeting Process in Our Upcoming Webinar
Take the guesswork out of budgeting. Join Wendy Smith, CPA, Consulting CFO, Business Transformation & Intelligence at AAFCPAs, along with Martus’ Kelli Goody, MPAc for a live webinar and see how Martus™ transforms budgeting from a manual, time-consuming process into a streamlined, efficient workflow. Martus works with platforms like Intacct, QuickBooks, and Microsoft 365 Business […]
Belanger, Whittemore to Present Audit-Proofing Strategies for Nonprofits at MNN Conference
Katie Belanger, Partner at AAFCPAs and leader in the firm’s Human & Social Services practice along with Lisa Whittemore, Partner, Risk Advisory will present at the 2025 MNN Annual Conference on October 22 at the DCU Center in Worcester, Massachusetts. This workshop, A CPA, CFO and CFE Walk Into A Bar… Audit-Proofing Your Organization, equips […]
Understanding Your ITGCs: Why They Matter and How to Strengthen Them
IT General Controls (ITGCs) are under increasing scrutiny—and the consequences of failure are growing. CEOs, CFOs, and Boards are often blindsided by assessment findings, risk exceptions, and regulatory pressure tied to weak or outdated IT controls. These issues aren’t just technical—they’re strategic, with real implications for financial integrity, compliance, and reputation. In this webinar, we’ll […]
You’re Invited: 2025 Plan Sponsor Fiduciary Summit
Join us at the 2025 Plan Sponsor Fiduciary Summit, co-hosted by AAFCPAs, Strategic Retirement Partners, Starkweather & Shepley, and Parker Brown Macaulay & Sheerin. We’re excited to feature Shawn Huxley, AAFCPAs partner and leader in retirement plan audits and fiduciary advisory. This exclusive event brings together experienced professionals to share guidance on key fiduciary topics. Take […]
Providers’ Council Invites AAFCPAs and Incompass to Share ERP Insights
Struggling to streamline your operations? Discover proven strategies to cut inefficiencies and boost visibility in this exclusive, free webinar for executive, finance, and operations leaders—hosted by AAFCPAs and the Providers’ Council. Hear How Incompass Unlocked Efficiencies Many human services providers face process delays, compliance risks, and complex reporting challenges due to disconnected billing, EMR, and […]
Ryan Wolff Takes National Stage to Present on AI and Audit Innovation at DCPA 2025
AAFCPAs’ Ryan K. Wolff, MBA, Senior AI and Strategic Innovation Consultant, will present at Digital CPA (DCPA) 2025, hosted December 7–10 at the Gaylord National Resort and Convention Center in National Harbor, Washington, D.C. Ryan will co-present alongside Danielle Supkis Cheek, CPA, CFE, CVA, Senior Vice President of AI, Analytics & Assurance at Caseware International. […]
AAFCPAs Tax Partners Featured in Dealmaking Panel Discussion
AAFCPAs is proud to speak at the upcoming AM&AA New England Chapter networking event. Tax Partners Julie Sauriol, CPA and Richard Weiner, CPA, MST, CM&AA will join fellow panelist Sarah Grossman, CBI of BayState Business Brokers, for a discussion on collaboration in mergers and acquisitions. This program will provide insight into how advisors from different […]
Tax Strategies for Cannabis Operators Webinar 2025
Navigate complex tax rules and maximize efficiency with insights from AAFCPAs’ 2025 Tax Planning for Cannabis Operators webinar. Learn strategies to address 280E compliance, optimize operations, and implement tax-efficient plans for your business. In this session, you will learn: Save The Date What: 2025 Tax Planning for Cannabis Operators Webinar When: October 28, 2025, 12:00 […]
Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand
2025 Individual and Family Tax and Wealth Preservation Webinar Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth Preservation webinar. Gain insights on preserving assets, managing evolving tax rules, and preparing for changes in estate and retirement planning. In this session, you will learn: Webinar OnDemand