Here’s a look back over the decades of our history of helping member firms, practicing in local markets, achieve greater success.
CPA Affiliates formed
Three firms from Los Angeles, Minneapolis and San Francisco formed “CPA Affiliates” a group of independent CPA firms – the first of its kind in the United States – to improve their practices and assist each other with client work.
Changed to CPA Associates
Change of name to “CPA Associates” and the three firms grew to 20 firms. Three of which were from outside of the United States.
A number of activities were introduced for the benefit of the predominately US membership. Committees were established to help the Association manage its affairs and serve its members. Education programmes were introduced, and the first peer reviews conducted. A full-time chief staff executive and two supporting staff were recruited to work in a central office located in New York.
New communication tools
New communication tools were introduced and developed. The first North America Managing Partners seminar was held, to enhance communication between members.
More importantly, members approved to expand membership outside the United States. By the 20th anniversary in 1997, the Association’s membership had grown to 32 US members and 3 international associates.
Industry Groups created
Industry groups were created to form a body of specialists in any given field. AT the time of the 30th anniversary the Association’s membership was holding steady with 33 US members and 5 international associates.
Expanding outside United States
This decade brought further change and advancement to the Association as the decision was made to truly become an international organisation and expand membership outside of the United States. The name was changed to CPA Associates International Inc. and the first international conference was held in London. The Association was expanded into Asia Pacific, Europe and Latin America.
The Association was reorganised into five separate corporations, representing International and four regions: Asia Pacific; Europe, Middle East and Africa; Latin America; and North America. An overall strategic plan was implemented focussing on membership, international activities, regional activities and management and support.
“7 Pillars” Structure born
The four regions continued to grow their membership and extend services further embracing changes in technology and the industry. An International Strategy Meeting was held to bring together all the regional activities and the new “7 Pillars” structure to the Association was born. The strategy focusses on the key areas of the Association and is managed by volunteer committees with the day to day activities being overseen by the Executive Office team. Many new initiatives have been introduced including an exclusive client database and specialist working groups that allow members to work together more effectively when servicing clients.