2023-07-25T15:59:20-05:00 2022-12-31 453048812 BESTEN & DIERUF PLLC 190 MARKET STREET LEXINGTON KY 40507 990 2022-01-01 521330327 CPA FIRM MANAGEMENT ASSOCIATION INC CPAF 9372220030 201 EAST MAIN STREET 810 LEXINGTON KY 40507 LARRY SHEFTEL CHAIR 9372220030 2023-07-25 1 LARRY SHEFTEL 999009999 0 ANDREW H DIERUF CPA P01239897 8592544427 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LARRY SHEFTEL 201 EAST MAIN STREET 810 LEXINGTON KY 40507 444816 0 X WWW.CPAADMIN.ORG X 1984 MD OUR MISSION IS TO BE A RECOGNIZED LEADER IN CPA FIRM PRACTICE MANAGEMENT DELIVERING VALUABLE EDUCATION & COLLABORATION OPPORTUNITIES FOR THOSE INTERESTED IN ELEVATING THEIR PRACTICE AND STRATEGICALLY GROWING THEIR FIRMS. 10 10 0 12 0 0 0 219817 302752 211883 137 29 0 13087 302889 444816 0 0 0 0 0 0 0 0 0 238557 558834 238557 558834 64332 -114018 609707 420960 128141 53412 481566 367548 X CPA FMA WILL BE A STRATEGIC ENABLER OF RELATIONSHIPS AND PROVIDER OF VALUABLE CONNECTIONS, RESOURCES AND EDUCATION TO SUPPORT HOLISTIC CPA FIRM PRACTICE MANAGEMENT IN AREAS SUCH AS STRATEGY/PARTNER ISSUES, HUMAN RESOURCES, TECHNOLOGY, FINANCE, MARKETING AND BUSINESS DEVELOPMENT, IN-FIRM COMMUNICATIONS, CLIENT SERVICE, OPERATIONS AND FACILITIES. 0 0 CONFERENCES, SEMINARS AND MEETINGS - TO EDUCATE MEMBERS ON BEST PRACTICES AND HOT TOPICS IN THE INDUSTRY AND ALLOW FOR COLLABORATION AND NETWORKING AMONG THE MEMBERSHIP. THIS INCLUDES NATIONAL EVENTS. CHAPTER DEVELOPMENT/OUTREACH - TO SUPPORT AND FORMULATE CHAPTERS ACROSS NORTH AMERICA. CERTIFICATION - CPA FMA'S PUBLIC ACCOUNTING FIRM MANAGER (PAFM) PROGRAM PROVIDES THE OPPORTUNITY TO DEMONSTRATE YOU HAVE EXPERIENCE WITH THE KNOWLEDGE, LEADERSHIP, SKILLS, AND ABILITIES TO OPERATE AT A HIGH LEVEL OF EXPERTISE IN THE FIELD OF ACCOUNTING FIRM MANAGEMENT. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 1 0 0 0 X X AMR MANAGEMENT SERVICES 9372220030 201 EAST MAIN STREET 810 LEXINGTON KY 40507 X JEANIE PRICE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ALAN ALEXANDER CHAIR 1.00 X X 0 0 0 LARRY SHEFTEL VICE CHAIR 1.00 X X 0 0 0 JANA CINNAMON SECRETARY/TREASURER 1.00 X X 0 0 0 KIM FITZGERALD DIRECTOR 1.00 X 0 0 0 KIM RUSSO DIRECTOR 1.00 X 0 0 0 DANIEL GREGORY DIRECTOR 1.00 X 0 0 0 KRISTINE LATCHAW DIRECTOR 1.00 X 0 0 0 LAUREN FITCH DIRECTOR 1.00 X 0 0 0 SARAH SNELL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 ADVANCED MANAGEMENT CONCEPTS 7946-A CLYO RD DAYTON OH 45459 MANAGEMENT / ADMINISTRATION 129996 1 219817 219817 CONFERENCE AND SEMINAR 611430 198870 198870 WEB-BASED SEMINARS 611430 10205 10205 CERTIFICATION PROGRAM 611430 2808 2808 211883 29 29 MISCELLANEOUS 900099 13087 13087 13087 444816 224970 0 29 129090 3500 12931 1384 10430 13609 46283 266570 CHAPTER DEVELOPMENT/OUT 32728 BOARD OF DIRECTORS MEET 18518 CREDIT CARD/BANK FEES 12747 MISCELLANEOUS 11044 558834 215163 398968 319829 4008 74715 6495 11489 609707 420960 34134 53412 94007 0 128141 53412 X 481566 367548 481566 367548 609707 420960 -114018 0 X 0 0 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION OUTSOURCES MANAGEMENT AND OPERATIONAL FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION CONSISTS OF ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS NOMINATE BOARD MEMBERS FOR OPEN POSITIONS ON THE BOARD AND VOTE IF THERE IS A CONTESTED POSITION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST TWO WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARERS COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES WILL FIRST BE REVIEWED BY KEY MEMBERS OF THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. THEREAFTER AN ELECTRONIC COPY OF FORM 990 AND ACCOMPANYING SCHEDULES WILL BE MADE AVAILABLE ELECTRONICALLY BY THE ASSOCIATION DIRECTOR TO EACH VOTING MEMBER OF THE GOVERNING BODY WITH E-MAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING ASSOCIATION HEADQUARTERS WITH COMMENTS OR QUESTIONS. A 2-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS. FOLLOWING THE OPEN TIMEFRAME FOR GOVERNING BODY COMMENTS OR QUESTIONS, AND FOLLOWING RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE PRESIDENT OR TREASURER AND THE FORM 990 IS ELECTRONCIALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL MEMBERS OF THE GOVERNING BODY TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRING PUBLIC DISCLOSURE BY THE INTERNAL REVENUE SERVICE ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D).