Networking Groups

    PFP Networking Groups 

    Grown out of a need identified through member feedback, the PFP Networking Groups provide you, the PFP section member, with the opportunity to:

    • Network with the best and brightest of your peersthe CPA financial planners and most trusted advisors
    • Stay abreast of new developments through market and current event updates at each meeting
    • Learn and share best practices for technical strategies and practice management topics
    • Problem-solve technical issues faced by group members in their practices in an open forum

    The content and location for meetings will be determined by the group. The cost of the meetings will be determined by the speaker that the group decides to hire and the location (live or virtual). There is no profit generated by the AICPA in supporting these groups; these efforts are being made strictly to support our membership. The meetings may qualify for CPE credit.

    These groups were formed with the vision that there would be two-three live or virtual meetings per year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers. Due to limited seating and the intimate nature of a networking group, it is important that you make a commitment to attend each meeting.

    Membership in the PFP Networking Groups is free and open to all PFP Section members, inclusive of PFS credential holders. Each group determines the cost associated with each meeting on a non-profit basis, so there may be a nominal fee to participate. Email for more information!


    If you are interested in becoming a chairperson for a group and to obtain a copy of the PFP Networking Group Toolkit, contact the AICPA PFP Manager at




    Regional & Special Interest Groups 

    The AICPA PFP Division has networking groups located in major regions of the United States as well as nationally:

    • National group (Charter)
    • Northeast: CT, DC, DE, ME, MD, MA, NH, NJ, NY, PA, RI, VT, VA
    • Southeast: AL, AR, FL, GA, NC, SC, TN
    • Central A: CO, KS, LA, MS, MT, ND, NE, NM, OK, SD, TX, UT, WY
    • Central B: IL, IN, IA, KY, MI, MN, MO, OH, WS
    • West: AK, AZ, CA, HI, ID, NV, OR, WA

        Special interest groups:

        • Emerging CPA financial planners
        • Women in the Profession
        • International

        Learn more



      "The PFP Networking Group has kept me sane in an insane world! Thank goodness the AICPA created such a forum prior to this current market meltdown. I have found the support and perspectives of the group invaluable. I encourage any CPA practicing in the financial planning field to give this opportunity serious consideration." – Mackey McNeill, CPA/PFS, group member

      "If you want to share ideas with a demographically diverse group of CPA financial planners, then the PFP Networking Groups provide you with the opportunity to work on complex case studies, to hear other's points of view, to learn and to mentor. The PFP Networking Groups are well worth the investment."
      – Mitch Freedman, CPA/PFS, group member

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      PFP Networking Group Application

      Application Use this application to become a member of the PFP Networking Group.
      Published on May 07, 2010

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