Small Firm Success Series (10/22/2026) - Connecticut Society of CPAs

Overview

Small CPA firms, defined as those with 30 or fewer professionals, face distinct challenges amid rapid technological change, evolving regulatory demands, and mounting pressure to attract and retain talent.

This webcast keeps practitioners current on the developments that matter most while offering practical, immediately applicable insights to strengthen their practices.

Participants will gain clarity on today’s most pressing questions:

How can small firms address staffing shortages and build a sustainable talent pipeline?

Which emerging technologies merit investment now?

How should firms prepare for new compliance requirements and regulatory updates?

What practice-management strategies are most effective for staying competitive in a fast-changing landscape?

What sets this webcast apart is its exclusive focus on small firms. Each session emphasizes practical, resource-efficient solutions tailored to their needs.

Attendees will hear real-world examples, explore current trends, and receive actionable guidance from experts who understand the realities of small-firm leadership.

Designed for partners, managers, and future leaders, this program equips small firms to operate more efficiently, respond effectively to evolving standards, and position themselves for sustainable growth.

Objectives

Select ways to address staffing shortages.
Distinguish how to future-proof their talent pipeline.
Recall new compliance requirements and regulatory updates.
Identify emerging technologies worth investing in.
Distinguish effective practice-management strategies for staying competitive in a fast-changing landscape.

Highlights

Firm staffing shortages

Emerging technologies worth investing in

Preparation for new compliance requirements and regulatory updates

Effective practice-management strategies

Designed For

Sole Practitioners, partners, managers, and professionals in CPA small firms (firms with 30 or fewer professionals).

Prerequisites

None

Notice

You will receive an email from the AICPA with instructions to access the webinar.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Stephanie Otero, AICPA

Leader Bios

Stephanie Otero, AICPA

Stephanie Otero, CPA Stephanie Otero, CPA is the AICPA Associate Director for Not-for-profits. She has over 20 years of experience working in the not-for-profit sector, including both the private and public sector. Before joining the AICPA, Stephanie served as CEO and CFO of Feeding America Riverside | San Bernardino, one of the largest hunger-relief organizations serving the Southern California region. In addition, Stephanie is also a published author, and co-wrote “Navigating Entrepreneurship”, a roadmap for entrepreneurs on the challenges and pitfalls to avoid in running a business.

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