Senior Executive Roundtable: 101–200 Employee Firms

Join Denise Froemming, CalCPA President and CEO, for a candid roundtable created specifically for managing partners and senior-level executives of firms with 101-200 employees. This is a working conversation, not a lecture. Participants will have an opportunity to share what is happening within their firms, exchange perspectives with peers, and help CalCPA better understand how it can support firms of this size. The conversation will be guided by the experiences and priorities of those in the room. Topics may include leadership and governance, succession planning, M&A, technology and AI, regulatory developments, advocacy, and other issues participants identify. The session will also help CalCPA better understand how it can support firms of this size. What to Expect Share your firm’s current priorities, opportunities, and challenges. Discuss topics such as leadership, succession, technology, AI, and M&A, based on their relevance to your firm. Identify regulatory and advocacy issues that are relevant to your firm. Contribute insights that will shape CalCPA's support for firms of this size.