Indiana CPA Society

What Indiana CPA Society does

The Indiana CPA Society (INCPAS) is a private nonprofit professional membership association representing nearly 6,000 CPAs and accounting professionals across Indiana. Headquartered in Indianapolis with a staff of 14, the Society serves individual CPAs, accounting students and CPA candidates, CPA firms and employers, and educators through an integrated portfolio of membership benefits organized around five pillars: continuing professional education (CPE), workforce and pipeline development, advocacy and professional standards, career and leadership development, and member community engagement.

The Society's product and technology stack includes a website and MemberSuite-powered member portal (redesigned and relaunched January 28, 2026) for enrollment, CPE tracking, and event registration, alongside the Tradewing Open Forum community platform. Educational offerings span INCPAS On-Demand, CPA Crossings and Surgent online learning packages, live webinars, CPE Clusters, and an annual conference calendar covering Controllers, Educators, Corporate Finance, Not-for-Profit, Tax, Technology, AI (K2 Artificial Intelligence Conference), Excel Mastery, and Women's Leadership topics. Workforce programs include INCPAS Scholars, ACAP, the Student Ambassador Program, and CPA Week, which reached 2,636 high school students via 71 member presenters in the most recent cycle.

INCPAS generates revenue through recurring membership dues, CPE course and conference fees, event registrations, and fee-based employer guide listings. Strategic partnerships with AICPA (Joint Ethics Enforcement Program), NASBA, the Indiana Board of Accountancy, NABA, ALPFA Indianapolis, and lobbying partner The Corydon Group anchor its regulatory influence. The affiliated Indiana CPA Educational Foundation, a separate 501(c)(3), administers scholarships (including $20,500 awarded to 14 recipients for 2026-27) and pipeline funding. The Society successfully advocated for the November 2022 120-to-Sit CPA Exam rule change and the April 2025 passage of HEA 1143 establishing a baccalaureate pathway to licensure effective January 1, 2027.

Name

Indiana CPA Society

Legal name

Indiana CPA Society

Website

https://incpas.org

Company type

Private

Founded year

1915

Operating status

Operating

Headcount range

11–50 employees

Short description

The Indiana CPA Society (INCPAS) is a private nonprofit professional membership association serving nearly 6,000 CPAs and accounting professionals in Indiana through continuing education, advocacy, workforce development, and member community services.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Professional Organizations (813920)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Accounting, Audit & Tax (CPA/CA/ACCA CPE) (EDAAALAA)

akta.pro secondary industries

Continuing Education (CE/CPD) & Provider Accreditation Bodies (EDADACAF), Association & Society Conference Management (Nonprofit, Professional Bodies) (THAHACAA)

Keywords

• Professional membership association
• Continuing professional education
• CPA licensure advocacy
• Accounting workforce development
• Professional development services

Headquarters

HQ city

Indianapolis, IN

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees for CPAs and accounting professionals providing access to CPE, networking, advocacy, ethics resources, and member discounts
2. CPE Course Fees: Continuing Professional Education courses, webinars, conferences, and on-demand learning sold to members and non-members at various price points; CPE Passport discount program available
3. Event Revenue: Conferences, seminars, and special events including Controllers Conference, Educators Conference, Corporate Finance Forum, CPA Technology Conference, Women's Leadership Forum, and more
4. Employer Guide Listings: Fee-based employer guide listings for firms and organizations recruiting accounting professionals

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels10 records

Core offering

The Indiana CPA Society (INCPAS) is a statewide professional membership association representing nearly 6,000 CPAs and accounting professionals in Indiana. It sells individual, student, and firm memberships and delivers continuing professional education (CPE) through on-demand, webinar, and in-person conference formats, alongside advocacy, ethics guidance, peer review, workforce pipeline programs, scholarships, and member community/networking offerings.

Product overview

The Indiana CPA Society (INCPAS) is a statewide professional association serving nearly 6,000 CPAs and accounting professionals. Its product and service portfolio centers on a membership-driven platform organized into five interconnected pillars: (1) Continuing Professional Education (CPE), delivered through INCPAS On-Demand, CPA Crossings and Surgent Online Learning Packages, live webinars, CPE Clusters, and multi-track annual conferences including the K2 Artificial Intelligence Conference and CPA Technology Conference; (2) Workforce & Pipeline Development, encompassing the INCPAS Scholars Program, ACAP, Student Ambassador Program, scholarships (college and CPA Exam), and CPA Week high school outreach; (3) Advocacy & Professional Standards, including the Ethics Hotline, Peer Review Program, CPA Advocates grassroots network, and the Indiana CPA-PAC; (4) Career & Leadership Development, featuring the Young Pros Hub, Young Pros Leadership Academy, Next Level Leadership Academy, and the INCPAS Career Center; and (5) Member Community, delivered through Member Sections by specialty, Open Forum discussion platform, CPA Celebration awards, and the Member Portal (redesigned and relaunched January 28, 2026) for CPE tracking, event registration, and profile management. These offerings are tied together by INCPAS Magazine, the Knowledge Hub, and ConnectIN/Vision2027 workforce initiatives.

Differentiator

Problem solved

Functional benefit

Products and services

• INCPAS Individual Membership Annual subscription membership for licensed CPAs and accounting professionals in Indiana, providing access to continuing professional education, networking events, advocacy representation, ethics guidance, peer review resources, and member discounts.
• INCPAS On-Demand Self-paced online learning platform offering recorded CPE courses that members can access anytime for continuing professional education credits.
• CPA Crossings Online Learning Packages Curated online learning packages providing structured CPE coursework for accounting professionals through the CPA Crossings platform.
• Surgent Online Learning Packages Online CPE packages powered by Surgent's adaptive learning platform, providing CPA exam preparation and continuing education for accounting professionals.
• INCPAS Webinars Live, instructor-led web-based CPE seminars offered on an ongoing schedule for member professional development.
• INCPAS Conferences and Seminars In-person CPE conferences covering topic areas including corporate finance, technology, tax, not-for-profit, education, and women's leadership, such as the Controllers Conference, Corporate Finance Forum, K2 Artificial Intelligence Conference, and CPA Technology Conference.
• CPE Passport Discounted CPE purchasing program allowing members to buy course credits at reduced rates using a prepaid discount code system.
• INCPAS Scholars Program Award-winning free program introducing high school students to the CPA profession through mentorship, firm tours, and immersive events, paired with CPA mentors.
• ACAP (Accounting Careers Awareness Program) High school outreach program run in partnership with NABA that introduces students to accounting careers and college life through case competitions and mentoring.
• Student Ambassador Program Campus-based program engaging college accounting students as INCPAS representatives to promote membership and the CPA profession among peers.
• INCPAS Scholars College Scholarship Annual renewable scholarship of $1,000–$2,000 per year (up to $5,000 total) for INCPAS student members pursuing accounting degrees and CPA licensure.
• CPA Exam Scholarship Scholarship covering out-of-pocket CPA Exam-related costs for candidates, presented in collaboration with ALPFA Indianapolis and the Greater Indianapolis Chapter of NABA Inc.
• Member Sections Topic-based member communities (Client Advisory Services, Corporate Finance, Human Resources, Not-for-Profit, Practice Management, Tax, Technology) offering peer networking and collaborative learning.
• Ethics Hotline Free, confidential guidance service staffed by experienced CPA volunteers providing advisory support on professional conduct, independence, confidentiality, and conflicts of interest.
• Peer Review Program Quality review program ensuring CPA firms maintain appropriate audit and attest standards, coordinated with AICPA through the Joint Ethics Enforcement Program.
• INCPAS Career Center Job board and career development platform connecting accounting professionals with Indiana CPA employers.
• Young Pros Leadership Academy (YPLA) Structured leadership development program for early-career accounting professionals designed to build management and advocacy skills.
• Next Level Leadership Academy Advanced leadership program for established INCPAS members designed to develop executive-level skills and community influence.
• CPA Advocates Program Grassroots advocacy network enabling INCPAS members to engage with legislators and stay informed on regulatory and legislative developments affecting the profession.
• CPA Celebration Annual member awards event recognizing outstanding achievements among Indiana CPAs and honoring award winners and finalists.
• Open Forum (Tradewing) Online member community platform enabling peer discussion, knowledge sharing, and collaboration among INCPAS members.
• INCPAS Member Portal Personalized online account management platform enabling members to access CPE transcripts, report external credits, manage communications preferences, and register for events.

Quantifiable outcome

• 71 INCPAS members reached 2,636 high school students through CPA Week presentations
• +1 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core.

• NASBA (National Association of State Boards of Accountancy)coreStrategic or Co-development Partner · 2 November 2022Partnership with NASBA for CPA Exam administration and regulatory alignment. INCPAS collaborated with NASBA on the 120-to-Sit rule change, and candidates submit applications through NASBA's portal. Society also responds to NASBA white papers on regulatory matters.
• ALPFA IndianapoliscoreStrategic or Co-development PartnerCollaboration between Indiana CPA Educational Foundation and ALPFA Indianapolis to provide CPA Exam scholarships covering out-of-pocket testing costs for candidates. Partnership aims to reduce financial barriers and support diverse candidates entering the CPA profession.
• Greater Indianapolis Chapter of NABA Inc.coreStrategic or Co-development PartnerPartnership with Greater Indianapolis Chapter of NABA Inc. (National Association of Black Accountants) to present CPA Exam scholarships. Collaboration supports underrepresented students pursuing CPA licensure by alleviating testing cost burden.
• The Corydon GroupcoreImplementation/ SI/ Consulting PartnerThe Corydon Group serves as INCPAS's official lobbying partner, representing the Society's interests at the Indiana Statehouse. President Lou Belch leads advocacy efforts, working with legislators on CPA licensure, taxation, and professional regulation matters. Successfully advocated for 120-to-Sit rule change and HEA 1143 licensure reform.
• AICPA (American Institute of Certified Public Accountants)coreStrategic or Co-development PartnerINCPAS participates in Joint Ethics Enforcement Program (JEEP) alongside AICPA and other state CPA societies. Partnership enables coordinated investigation of ethics complaints and shared disciplinary outcomes. Society also aligns with AICPA Code of Professional Conduct and participates in exposure draft reviews.
• Indiana Board of AccountancycoreStrategic or Co-development PartnerIndiana Board of Accountancy (BOA) oversees CPA licensure in Indiana through five Governor-appointed volunteer members. INCPAS VP of Advocacy Sherrill Rude provides regulatory updates to the Board and shapes licensure rules. Board handles license suspension/revocation while INCPAS enforces Code of Professional Conduct for membership.
• NABA (National Association of Black Accountants)coreStrategic or Co-development PartnerPartnership through ACAP (Accounting Camp Awareness Program) counselor program where INCPAS student ambassadors serve as counselors at NABA's accounting camps. Program provides high school students exposure to accounting field and college life through case competitions and mentorship.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• AICPA (American Institute of CPAs): The national professional body for CPAs, providing overlapping CPE, ethics, peer review, and advocacy services. Functions as both a strategic partner (JEEP, exposure draft review) and a broader incumbent whose resources dwarf any state society.
• Becker Professional Education: Large incumbent in CPA Exam prep and CPE, competing with INCPAS for member CPE spend nationally. Overlapping content and customer base (CPA candidates and licensed CPAs) make it a relevant non-association peer.

Direct peers

• Ohio Society of CPAs: Direct state-society peer delivering CPE, advocacy, peer review, and member engagement for Ohio CPAs. Operates a near-identical business model to INCPAS, including Indiana-style licensure advocacy and pipeline programs.
• Illinois CPA Society: Adjacent-state CPA society offering the same membership, CPE, advocacy, and ethics services to Illinois CPAs. Directly comparable in scope and member-value proposition to INCPAS, with potentially larger scale in a larger professional market.
• Kentucky Society of CPAs: Direct peer state society with a similar mid-sized membership base, CPE catalog, advocacy function, and student pipeline programs. Comparable scope and operating economics to INCPAS.
• Michigan Association of CPAs: Direct state-society peer serving Michigan CPAs with CPE, advocacy, member sections, and pipeline programs. Comparable to INCPAS in scale (~7,000 members) and Midwest professional-association operating model.
• PICPA (Pennsylvania Institute of CPAs): One of the largest state CPA societies, delivering CPE, peer review, advocacy, and member engagement for Pennsylvania CPAs. Highly comparable service mix and scale structure to INCPAS, but at greater absolute size.

Emerging players

• Surgent Professional Education: National CPE and CPA Exam prep provider whose learning packages are resold through INCPAS. Comparable as a CPE-content competitor to society-delivered education, with adaptive learning tech serving many of the same accountants nationally.
• CPA Crossings: Online CPE content partner whose packages INCPAS resells. Comparable as a directly competing CPE-content vendor targeting the same Indiana accounting professional audience with self-directed learning.

Others

• NASBA (National Association of State Boards of Accountancy): National regulatory partner that administers the CPA Exam and shapes licensure frameworks. Not a commercial peer, but a structurally adjacent organization that jointly defines the regulatory environment INCPAS operates within.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/incpas
• YouTubeyoutube.com/user/INCPAS
• Facebookfacebook.com/IndianaCPASociety
• LinkedInlinkedin.com/company/indiana-cpa-society
• Instagraminstagram.com/incpasociety

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Indiana CPA Society