Conference to stress strategic thinking at accounting firms
- The San Juan Daily Star
- Jun 19
- 1 min read
By THE STAR STAFF
With the goal of strengthening technical compliance and fostering leadership, innovation, and sustainable growth of CPA firms in Puerto Rico, the Society of Certified Public Accountants (CCPA by its initials in Spanish) will hold the 2026 Annual Conference of Firms and Independent Practitioners, under the theme “From Technique to Strategy,” on June 25 from 8:45 a.m. to 5 p.m., at the Hyatt Centric San Juan Hotel in Isla Verde.
The conference has been designed as a space for professional development and strategic growth for partners, managers, and independent practitioners who lead CPA firms on the island. Its program will address regulatory changes and trends transforming the practice of public accounting, including topics related to quality management, professional requirements, and the most relevant federal tax issues.
“CPA firms and independent practitioners operate today in an increasingly complex and competitive environment, where technical excellence, while indispensable, is no longer enough,” CCPA President David Rodríguez said. “[...] This Conference has been designed to provide our members with the necessary tools to evolve from technical expertise to strategic thinking and strengthen the development of their professional practices.”
Key topics on the agenda include Internal Revenue Service compliance, auditing, and collection processes, offering practical tools to assist clients in managing tax disputes and responding effectively to tax agency requirements.
The conference also will include sessions focused on marketing, professional positioning, benefits available for CCPA members, and best management practices.
More information about the event can be found at www.colegiocpa.com .
This is incredibly timely. Shifting the mindset from traditional compliance to long-term strategic thinking is exactly what accounting firms need to stay relevant. It opens up huge opportunities to advise clients on modern operational challenges, like integrating sustainability metrics and environmental credits through projects like ebs conservation. If firms want to act as genuine strategic partners rather than just number crunchers, this forward-looking approach is going to be a massive competitive advantage.