Two Professional Designations
Starting Fall 2021: our new Certified Family Business Manager™ Program and Life Management Fiduciary™ Certificate.
We offer a range of community-building open offices that members and prospective members can join.
Earn CPE Credits
Our foundational webinars are free to attend and are an efficient way for CPAs and accounting professionals to earn continuing education credits.
Create a free account today to gain access to our educational portal. There you can see our free foundational webinar schedule and learn more about becoming a member of CPAPlus.
CPAPlus Educational Series
6 free introductory classes
Foundational Webinars are discussion-based classes that cover foundational concepts and systems that can help one compete in today’s marketplace.
Life Management Clinics
Those with an active membership can register for Life Management Fiduciary clinics, which cover a range of life management topics.
Each of our four certifications aim to assist you in improving your clients’ lives and businesses but can also be applied to your own life and business.
CPAPlus Professional Designations
Designation program 1
Certified Family Business Manager Program
The Certified Family Business Manager Program trains professional service providers across the accounting, financial, legal, and consulting/coaching industries on concepts to be able to provide certain elements within the scope of Universal Family Office Services™. Those who successfully complete this program earn the professional designation of Family Business Manager and will have also earned a Life Management Fiduciary Certificate.
Designation Program 2
Life Management Fiduciary Certificate
The Life Management Fiduciary Certificate provides knowledge and skills that enable you to go far beyond normal professional services. This certificate can be pursued as part of the Family Business Manager Program or separately.
CPAPlus grew out of Southeast Results Accountants Systems (SERAS). Established in the year 2000 by a small group of CPAs, SERAS was one of the nation’s premier practice development user groups. SERAS provided the forum for this pioneering group to discuss best practices while developing new methodologies that could add value to their businesses.
The original members attended an accountant’s boot camp and realized that the CPA industry was about to enter a more challenging and competitive era. Since then, membership has grown steadily and participants have routinely found themselves on the cutting edge of the industry.
Today, CPAPlus is more than an educational exchange. It is a place for dealing with the challenges and uncertainties of the day, ranging from the economy, covid, or climate change. It is a place that supports skills and talent development. Through CPAPlus, those in the accounting, tax, financial management, legal, consulting, and coaching industries learn how to solve for the present and the future, how to harness life’s many complexities, how to collaborate with others how to resist the tendency to move through life on autopilot. Starting Fall 2021, CPAPlus will offer two new professional designations: Family Business Manager and Life Management Fiduciary.