The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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Topics include: DC and profession update BOI discussion with FinCEN Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Phil Lam, Beneficial Ownership and Innovation Chief, FinCEN On this episode of the AICPA Town Hall, we dive into the…
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Discussion on CPA pipeline growth opportunities and an election update
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Topics include: DC and profession update CPA pipeline and pathway discussion Key technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA…
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Topics include: DC and profession update SMB environment and the election scenarios analysis Key technical updates Client advisory services (CAS) strategies and practitioner insights Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Gene Marks, President, The Marks Group Kim Blascoe, …
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Topics include: DC and profession analysis Tech and AI trends in accounting and finance Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA Dan Hood, Editor-in-Chief, Accounting Today Andrew Argue, CEO and Co-f…
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Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Complianc…
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State of the economy and liability risk management
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Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaste…
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Special Edition: Summer Update on Chevron, BOI, ERC and more
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Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA저자 AICPA Town Halls
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Topics include: DC environment and profession analysis State of SMBs and digital transformation The latest technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA René Lacerte, CEO and Founder, BILL저자 AICPA Town Halls
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Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information. Topics include: DC environment and profession analysis The latest technical updates State of assurance and building trust through quality BOI reporting update Spe…
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Topics include: DC environment and profession analysis The latest technical updates Strategies to accelerate small firm growth National Pipeline Advisory Group (NPAG) report Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Lindsay Stevenson, Chi…
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Live from ENGAGE with firm leadership strategies and more
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Topics include: Firm leadership and strategies AI in accounting and finance Firm business model trends Audit and assurance update Top news from DC and the profession The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs …
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Topics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA Melanie La…
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Topics include: Legislative update with profession analysis The latest technical updates Economic forecast including small business trends Guidance on retirement and elder planning Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group …
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Topics include: The latest from DC on pressing issues impacting the profession Technical updates Accounting and finance hiring and retention trends Speakers: Michael Cerami, EVP, CPA.com Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Ai Ling Lee, Vice President, Field Pr…
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Topics include: The latest from DC on pressing issues impacting the profession Technical updates End of tax season risk alert Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA…
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Topics include: DC and profession news and analysis Technical updates Tax season practitioner discussion Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Gary Wood, Partner, Com…
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Topics include: Accounting Today Top Firms report findings and trends National Pipeline Advisory Group update DC and profession news and analysis Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, editor-in-chief, Accou…
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Topics include: Tax season & IRS update DC and profession news and analysis First quarter planning for a successful 2024 Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Erin Collins, National Taxpayer Advocate, IRS Kimberly Ellison-Taylor, Founder and C…
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Avoiding burnout during busy season plus the latest from DC
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Topics include: DC and profession news and analysis Technical updates Decision-making during high-stress and high-productivity demands Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Alex Dorr, VP, People Evolution, Reality Based Leadership…
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Topics include: DC and profession news and analysis Tax legislation Technical updates Small firm practitioner tax discussion Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Nicole Davis, Founder, Butler Davis Tax & Accoun…
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Topics include: DC and profession news and analysis Technical updates 2023 reflections and strategies for 2024 Speakers: Barry Melancon President and CEO, AICPA Erik Asgeirsson President and CEO, CPA.com Mark Peterson EVP, Advocacy, AICPA Lisa Simpson VP, Firm Services, AICPA Jeffrey Weiner Chairman and CEO, Marcum…
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Topics include: DC and profession news and analysis Technical updates and breaking ERC news 2024 small business impacts and forecast BOI reporting risk and liability Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group Stan Sterna, VP…
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Live from DCPA: innovation, transformation and evolving business models
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Topics include: DC and profession news Technical updates Discussion on innovation, transformation and evolving business models Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Okorie Ramsey, VP, Sarbanes/Oxley (…
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Topics include: DC and profession news Technical updates Personal financial planning (PFP) strategies & tax advisory Year-end PFP update Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Finance Planning, AICPA Adam Holt, CEO and Founder, …
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Topics include: Economic forecast DC and profession news Cybersecurity & .CPA discussion Technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Steve Liesman, Senior Economics Reporter, CNBC Johnathan Dixon, Senior Advisor, US Department of Treasury Ra…
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Topics include: DC and profession news Technical updates Updates on system of quality management standards (SQMS) and audits Tech practice aid and risk assessment Employee retention credit (ERC) news Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen,…
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Topics include: DC and profession news Technical updates Practical applications of generative AI for accounting & finance PCPS resources to help firms right-size their client base Speakers: Erik Asgeirsson, president and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kacee Johnson, VP, Strategy & Innovation…
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Topics include: Employee Retention Credit (ERC) update Technical updates Trends in firm mergers and acquisitions and private equity activity CPA Evolution and talent pipeline Speakers: Erik Asgeirsson, president and CEO, CPA.com Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Allan Koltin, CEO, Koltin C…
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Topics include: DC and profession news Technical updates ERC strategies Hierarchy of value Speakers: Michael Cerami, EVP-Strategic Alliances, Business Development and Communications, CPA.com Rachel Dresen, senior director of congressional and political affairs of the AICPA April Walker, lead manager, Tax Practice & Ethics, AICPA Dan Chodan, partne…
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Small firm strategies for success and dealing with the debt limit
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Topics include: DC and profession news Technical updates Debt limit and U.S. economy Strategies to drive small firm success Speakers: Barry Melancon, president and CEO of the AICPA Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Michael Faulkender, former Asst. Secretary of the Treasury Orumé Hays, founde…
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Topics include: A research-driven exploration of demographics and how shifts impact the talent pipeline DC and profession news Technical updates A professional liability strategy update from Aon Speakers: Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Rachel Dresen, senior director of congressional and…
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Discussion on transformation through AI and leadership culture
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Topics include: A practitioner discussion on transforming practices through technology and culture DC and profession news Technical updates Speakers: Barry Melancon, president and CEO of the AICPA Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Avani Desai, CEO of Schellman John Sensiba, managing partner …
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Topics include: • DC and profession news • Technical developments • Beneficial ownership information reporting • The top 5 small business economic trends Speakers: • Erik Asgeirsson, president and CEO of CPA.com • Rachel Dresen, director of congressional and political affairs of the AICPA • Melanie Lauridsen, director of tax practice and ethics of …
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Topics include: DC and profession news Technical developments Small firm update Innovation and AI Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Jeff Wilson II, Principal, The W2 Group Pascal Finette, CEO, be radical…
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Topics include: Innovation and technology Leadership DC and technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Kimberly Ellison-Taylor, CEO, KET Solutions Alex Dorr, VP, People Evolution, Reality-Based Leadership…
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Topics: Economic forecast CFO transformation Experience, Learn & Earn (ELE) program DC and technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Director of Congressional and Political Affairs, AICPA Tom Hood, EVP, Business Growth and Engagement, AICPA Steve Liesman, Senior Eco…
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Pipeline Acceleration Plan and Fastest Growing Firms
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Topics: DC and profession update Insights from Accounting Today's recent Fastest Growing Firms and Top 100 reports Talent and the pipeline acceleration plan Speakers: Barry Melancon, president and CEO, AICPA Sue Coffey, CEO, Public Accounting, AICPA Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Lisa Simpso…
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Topics: • DC and profession update • Technical developments • Chat GPT and the accounting profession • Firm top issues and strategies for advisory services Speakers: • Erik Asgeirsson, President and CEO, CPA.com • Lisa Simpson, VP-Firm Services, AICPA • Rachel Dresen, Director of Congressional and Political Affairs, AICPA • Jason Staats, CPA, Foun…
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Conversation with the IRS National Taxpayer Advocate
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Topics Latest IRS developments and service levels DC and profession update Technical developments Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Kari Hipsak, Sr, Manager, Firm Services, AICPA Jan Lewis, Chair of the AICPA Executive Tax Committee Erin Collins, National Taxpayer Advocate, IRS…
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Topics DC and profession update Technical developments Small firm update Secure Act 2.0 analysis including upcoming deadlines for 401(k) plans employer contributions Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AIC…
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Tax and IRS debrief, plus personal financial planning strategies
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Topics DC and profession developments Technical updates Tax and IRS debrief Personal financial planning strategies Speakers Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Edward Karl, VP, Taxation, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Tom Hood, EVP, Business Growth and Engagement,…
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DC updates and managing clients impacted by Sec.174 R&E
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Topics DC and profession developments Managing clients impacted by Sec. 174 R&D of the Tax Cuts and Jobs Act Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP-Advocacy at AICPA Chris Wittich, Partner at Boyum Barenscheer…
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Latest Technical Updates and Current State of Private Company Reporting
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Topics DC and profession developments Technical updates The latest update on the state of private company financial reporting Risks and cautions based on the 2023 economic predictions Speakers Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Director of Congressional and Political Affairs, AIC…
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Topics: Latest DC and profession developments Technical updates AICPA’s 8-point human capital pipeline plan Assessment on the latest in risk management and client engagement Small firm strategies ahead of tax season Speakers: Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICP…
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Topics DC and profession developments Technical updates Practitioner discussion on planning for the busy tax season Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP-Firm Services, AICPA Mark Peterson, EVP-Advocacy, AICPA Carla McCall, Managing Partner, AAFCPAs…
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Topics DC and profession developments Technical updates Employment strategies and trends 2023 economic projections. Speakers Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Marci Rossell, Chief Economist, CNBC Steve Saah, Executive Director, Finance & Accounting, Robert H…
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Topics DC and profession update Technical Updates CPA pipeline and management accounting evolution Small firm CEO will share his experience running a small firm that was acquired by a large firm, plus discuss progressive advisory services Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson,…
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Topics DC & profession developments and including a breakdown of the U.S. midterm results Technical updates Discussion with tax task force members led by April Walker CFO-led conversation on the future of finance with Tom Hood Speakers Erik Asgeirsson, President, and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Tom Hood, EVP, Business G…
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Updates to the DOL independence guidance for employee benefit plans
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Topics Act like an employee and think like a CEO to produce tangible results The latest updates to the DOL independence guidance for employee benefit plans DC and a profession update. Technical updates. Speakers Erik Asgeirsson, president, and CEO, CPA.com Mark Peterson, EVP, advocacy, AICPA Kari Hipsak, Sr. manager firm services at AICPA …
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Topics: Update from AICPA Fall Council with Calvin Harris DC and Profession update Work transformation strategies Speakers: Erik Asgeirsson, president and CEO, CPA.com Barry Melancon, president and CEO, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Calvin Harris, CEO, New York State Society of CPAs…
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