2025 Large Firm Group │ New Leading Partner Meeting September 15- 16, 2025 │ The Meritage Resort and Spa Napa, CA Monday, September 15, 2025 6:00 – 7:30 pm │ Networking Reception and Dinner (included in registration); Guest Price: $150 *Private group events incur additional costs, including labor and preparation. CPAmerica is transparent with event expenses and is willing to share more details upon request as we understand the meal cost for your guest is substantial.
Tuesday, September 16, 2025 8:00 – 8:30 a.m. │ Breakfast 8:30 – 8:45 a.m. │ Welcome & Opening Remarks Grace Horvath, President & CEO, CPAmerica, Inc.
8:45 – 10:00 a.m. │ How to “Future Ready” Your Firm The world and the workplace are evolving rapidly. How can you prepare properly to ensure your firm's long-term success and stability? Join us as we discuss strategies and tactics you can employ to "future proof" your firm.
Jay Messner, Founder and CEO, Alta Impact and Jeff Andrews, Founder and Principal, Red Dog Advisors 1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
10:00 – 10:30 a.m. │ Break 10:30 – 11:45 a.m. │ Managing Performance with a Hybrid/Remote Work Culture Studies show most people prefer a fully remote or hybrid work schedule. Is that right for our firm? How can we hold people accountable for performance, or even just attendance? What if they leave? Join this session to answer these questions and to learn strategies and tactics for building a high-performing culture, regardless of the work structure. Jay Messner, Founder and CEO, Alta Impact 1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
11:45 a.m. – 12:45 p.m. │ Lunch and Networking PM Breakaway Sessions New Leading Partner
Large Firm Group
CPAmerica, Inc.