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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Examining the Small Business Environment
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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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Hiring and retention trends in the profession
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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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Manage tax late-season client challenges
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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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Tax season practitioner discussion
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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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Top Firms report and growth trends
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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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Insider insight from National Taxpayer Advocate
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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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Tax season strategies for success
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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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Firm management strategies for 2024
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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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PFP and tax advisory strategies
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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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Economic forecast, BOI and cybersecurity
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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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The latest ERC and quality management standards
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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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Important ERC update and more
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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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Identifying the value in value-based pricing
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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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Examination of demographics and the talent pipeline
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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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Beneficial ownership information reporting
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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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DC and profession news, plus innovation and AI
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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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Innovation, leadership and profession updates
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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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Economic forecast by CNBC's Steve Liesman
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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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Chat GPT and the accounting profession
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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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Extended DC update and Secure Act 2.0
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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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AICPA’s 8-point human capital pipeline plan
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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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Perspectives on busy tax season planning
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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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The AICPA Town Hall Live from DCPA
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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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Breakdown of the U.S. midterm results
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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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AICPA Town Hall Live from Council
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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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The CPA pipeline and changes to the exam
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On this AICPA Town Hall, Erik Asgeirsson, CEO, CPA.com, was joined by Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA who provided an overview of the potential year-end tax bill. Lisa Simpson, VP, Firm Services, AICPA, provided technical updates. Susan Coffey, AICPA CEO of Public Accounting, moderated a discussion with PCC …
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Special Edition AICPA Town Hall: Tech Summit
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The Special Edition AICPA Town Hall: Tech Summit provides a view into the emerging technology landscape and how it’s transforming public and management accounting. The broadcast features expert insights focused on innovative technology solutions across practice areas, including: Tax automation and outsourcing CAS (client advisory services) AI-enabl…
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Emerging trends in tech and business with Nancy Giordano
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Topics Emerging trends in tech and business Latest DC and profession developments Technical updates you need to know Accounting and auditing implications of digital assets Speakers Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Di Kru…
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Economic forecast with CNBC Chief Economist Marci Rossell
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Topics: Economic forecast, the latest on inflation and market trends. Latest DC and profession developments and what’s on the radar as head into mid-terms and a lame duck session. Technical and tax updates related to the Inflation Reduction Act, K2/K3 guidance, IRS backlog, student debt forgiveness, the virtual currency question and more. Presenter…
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Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA James R. Dennis, Principal, Rock Creek Counsel Kari Hipsak, Sr. Manager-Firm Services, AICPA Carl Peterson, VP-Small Firms, AICPA Topics: Extended DC and Profession Update Inflation Reduction Act Overview Technical Updates Carl’s Corner, Top Firm Issues…
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AICPA Town Hall Series - August 4
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Presenters: Erik Asgeirsson Lauren Pfingstag Kari Hipsak Stan Sterna Sarah Ference Topics: 1. Profession & DC Update and the reconciliation bill 2. Technical updates on the SBA audit requirements 3. Managing risk in your practiceAv AICPA
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AICPA Town Hall - July 21, 2022
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Presenters: Erik Asgeirsson Lisa Simpson Barry Melancon Edward Karl Gary Wood Topics: 1. Profession & DC Update, latest on reconciliation bill and ESG developments 2. Tax/IRS update including backlog, ERC and K2/K3 status 3. Practitioner discussion on business model strategiesAv AICPA
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Presenters: Erik Asgeirsson Mark Peterson Lisa Simpson Ron Baker DC/Profession Update – Bipartisan competitiveness package of reconciliation Implications on other bipartisan bills Retirement package, data privacy bill, crypto regulation bill at risk IRS Service Technical Updates New e-file requirements & fingerprinting PPP accounting Subscription E…
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AICPA Town Hall - June 23, 2022
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Presenters: Michael Cerami Lisa Simpson Michael Bernard Kari Hipsak Lauren Pfingstag Jeremiah LaRue Topics: DC & Profession Update Federal Tax Policy FAQs Reconciliation Bill Federal Legislative Agenda Items remaining for 2022 Russia Sanctions Technical Updates Standard Mileage Increase IRS Dirty Dozen – worst of the worst tax scams for firms and c…
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Last week’s AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022. AICPA VP of Firm Services, Lisa Simpson presented the…
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On the May 19, 2022 #AICPATownHall: Michael Cerami, CPA.com Executive Vice President, and AICPA President & CEO, Barry Melancon, CPA, CGMA, welcomed former CNBC Chief Economist and expert forecaster Marci Rossell for a discussion around the economic outlook, including topics around inflation, oil prices, and interest rates. Lisa Simpson, CPA, CGMA,…
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AICPA Town Hall Series - May 5, 2022
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Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Lisa Simpson, VP Firm Services AICPA Kari Hipsak, Senior Manager AICPA Brent Forbush, CPA, Managing Partner of Forbush & Associates Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville Accounting Today Editor-In-Chief Dan Hood Topics: DC and Prof…
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