Firm Owner Roundtable: 10–20 Employee Firms

Running a firm with 10–20 people means wearing many hats — advisor, rainmaker, manager, and technician — often all in the same afternoon. Join Denise Froemming, CalCPA President and CEO, for a candid roundtable built specifically for owners of firms this size. This is a working conversation, not a lecture. We'll talk through the pressures unique to this stage: staffing and retention with a lean bench; pricing strategies and capacity; succession planning when the firm's success is so closely tied to its owner; and, most importantly, where CalCPA can step in with real support. Come ready to share what’s keeping you up at night — Your input will directly shape resources, advocacy, and programming CalCPA builds for firms your size. What to Expect Share the day-to-day realities of running a firm of your size. Identify where CalCPA can support you and your firm. Discuss staffing, pricing strategies, and succession challenges unique to firms of this size. Contribute insights that will shape future programming and advocacy. The focus of this roundtable is to hear from you. CalCPA wants to ensure your firm’s experience shapes CalCPA's support for firms like yours. Please note this meeting was rescheduled from Oct. 15 to Dec 1.