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
Jay Messner, Founder and CEO, Alta Impact
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-
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
12:45 – 2:00 p.m. │ Building the Foundation – The Things You MUST Get Right-
Jay Messner, Founder and CEO, Alta Impact
1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None 12:45 – 2:00 p.m. │ Member Showcase –
1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None
2:00 – 2:20 p.m. │ Break 2:00 – 2:20 p.m. │ Break
2:20 – 3:35 p.m. │ Member Sharing – Anything Goes
This will be a compilation of all the topics taken from the member survey to discuss.
1.5 CPE │ Business Management & Organization │ Overview Pre Req: None │ Adv Prep: None 2:20 – 3:35 p.m. │Differentiation: A Critical Component of Independence and Sustainability
Jennifer Wilson, Partner and Co-Founder, Convergence Coaching
1.4 CPE │ Personnel/Human Resources │ Overview Pre Req: None │ Adv Prep: None