AICPA Town Hall
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 Act and PPP forgiveness.
Episodes
Trends around the profession (live from ENGAGE) – June 8
During the June 8 #AICPATownHall, broadcast live from ENGAGE, CPA.com's Erik Asgeirsson joined AICPA's Mark Koziel, Susan Coffey, Lisa Simpson, and newly appointed AICPA Chair Jan Lewis to discuss the latest trends, challenges, and opportunities shaping the future of accounting. The conversation explored key developments impacting firms and the profession, along with insights from accounting leade
Tech & marketplace leadership discussion and firm-level change management
During the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundations for growth. Plus, the latest DC and technical upates you rely on. Topics include: DC Update Technology & marketpl
Tax transformation and intentional growth and culture strategies
In this week's AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com's Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.
Audit transformation and post-tax season planning opportunities
During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus,
Profession update, AI in focus and internal controls in a GenAI World
In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season.
Unleashing simplicity and risk management insights
In this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon's risk consultant, Nicole Graham and CNA Insurance's risk control director, Sarah Ference. Plus, you'll get the latest DC and technical updates you rely on to get through busy season.
Top 100 Firms report insights and small firms update
This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season. Topics include: DC update Latest technical guidance Top 100 Firms report insights Small firms update Speakers: Erik Asgeirsson, P
State advocacy and cyber considerations in the AI era
The Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on. Topics include: Profession update DC update Latest technical guidance State advocacy Cyber risk in the AI era Speakers: Michael Cerami, EVP, CPA.com Mark Koziel, CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA
Strategies for firm growth and beating burnout
The Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on. Topics include: DC update Strategies for firm transformation Latest technical guidance Spotting and prevent
Digital asset reporting and technical updates ahead of busy season
The Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know. Topics include: Digital asset reporting DC update Latest technical guidance AI
2026 IRS outlook and a discussion on tax and financial planning
During the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and technical updates you need to know.
Economic update with Marci Rossell and 2026 predictions
During the Dec. 18 AICPA Town Hall, we heard an economic update with reflections from 2025 and predictions leading into 2026. Plus, we dove into discussions around cybersecurity, the latest out of DC and the technical updates you need to know.
Insights from the Digital CPA conference, profession update and evolving AI trends
The Dec. 9 AICPA Town Hall aired live from the Digital CPA conference. Listen now to hear the latest tech and innovation-focused insights from DCPA, a profession update and a discussion around rethinking AI capabilities for firm workflows. You'll also hear the latest DC and technical updates you need to know.
Audit practice evolution and addictive leadership
The Nov. 20 episode features the latest DC and technical updates. Plus, hear a discussion on audit practice evolution and standards changes, as well as expert insights into how to revolutionize your leadership, challenge your comfort zone and unlock potential in yourself and your team. Topics include: DC update Latest technical guidance Practice evolution and audit transformation Leadership les
Technology landscape update and year-end tax and financial planning
The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we'll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.
Special Edition: Government shutdown state of play
In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, break down the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.
Federal shutdown state of play and AICPA Council highlights
Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms
Special Edition: Government shutdown update
A special edition AICPA Town Hall focused on the government shutdown. Speakers: · Lisa Simpson, VP – Firm Services, AICPA · Mark Peterson, EVP – Advocacy, AICPA · Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA · Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA · Dan Noll, VP, Financial Reporting & Audit Quality, AICPA ·
Federal shutdown, IRS changes and the state of digital assets in accounting
Topics include: Federal shutdown update Tariff and trade updates Exploring the evolving digital assets accounting landscape Latest technical guidance Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Koziel, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Ami Beers, Senior Di
Shutdown watch, economic outlook and benchmarking for firms
Topics: Key DC updates An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Se
DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next
Topics include: Key DC updates AI, tech and transformation trends in accounting Technical updates Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Koziel, President & CEO, AICPA Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Sarah Ference, Risk Control Dire
IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood
Topics include: Key DC and technical updates IRS modernization efforts The shifting role of the CFO Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Tom Hood, EVP, Business Growth and Engagement, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Daniel
DC updates, hiring insights and better tax season planning
Topics include: Key DC and technical updates Current hiring trends and what they mean for your firm or business Changes that firms can make now to improve next year's tax season Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Erin Har
IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance
Topics include: Tax law decoded: What's changing and how the IRS will apply it Firm governance: Practical ideas to support adaptability and long-term growth Key DC and technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manag
Special Edition: Key Tax Law Changes You Need to Know
Speakers Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Jan Lewis, Partner, BMSS Advisors & CPAs, AICPA Topics DC update H.R. 1: Key tax law provisions Beyond the law: Implementation Communicating with your clients
Tax legislation breakdown, research tools and what's next
Topics include: Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Galle
Tax bill status, small firm opportunities and the transformation economy
Topics include: Top news from DC The latest technical updates Small firm opportunities Transformation economy Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Ed Kless, Co-founder, THRESHOLD
Live from ENGAGE: Exploring the latest issues impacting the profession
Topics include: AI in accounting and finance Firm business model trends and strategies Audit and assurance update Pipeline trends and news Top news from DC The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridse
House budget bill, payment transformation and CPA licensure
Topics include: DC update: Latest developments from Capitol Hill and their potential impact CPA licensure: Examining CPA different models and the talent pipeline Technical update: Actionable guidance for your practice Payment transformation: Insights into digital transformation in the office of CFO and small business Speakers: Erik Asgeirsson, President
Strategic planning strategies and a profession update
Topics include: DC update: Latest developments from Capitol Hill and their potential impact. Profession update: Insights from AICPA CEO. Technical update: Actionable guidance for your practice. Strategic planning: Actionable tips and resources to support business model transformation. Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Kozi
A new era for CAS + post-tax season planning
Topics include: DC update: Latest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning A new era of CAS: Impacts of SSARS 27 on advisory services Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Erin Hartma
Tariffs, not-for-profits, BOI and ERC
Topics include: DC update: Latest news from Capitol Hill Small business environment: Market trends and SMB outlook Technical update: What you need to know to finish out busy season Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson
Simplification strategies and an economic outlook
Topics include: DC update: Latest news from Capitol Hill Economic forecast: An outlook on the markets heading into the second quarter Technical update: What you need to know to navigate busy season Calming the chaos: Insights into the psychology of chaos and how to reduce it Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services
Former IRS Commissioner, Top 100 firms report preview and BOI news
Topics include: DC update: Latest news on bills, budgets, and BOI from Capitol Hill Technical update: What you need to know to navigate busy season Top Firms Report: Insights from fastest growing firms & Top 100 report Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICP
A news power hour: Expert insights on the latest from DC and the profession
Topics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melani
Tax bill discussion draft, risk management strategies and AI tools for tax
Topics include: DC update: Impacts of the first 10 days of the new administration Risk management strategies: Minimize scope creep and billing risks AI and tax: Ways you should be using AI in your tax practice if you're not already Technical updates: Essential IRS news and resources for busy season Speakers: Erik Asgeirsson, President and CEO, CPA.com
Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel
Topics include: BOI news DC and profession update Tax season and financial planning Key technical updates Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA
An economic outlook, BOI news and reflections from Barry Melancon
Topics include: BOI news DC and profession update 2025 economic outlook Key technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, expert economic forecaster
Tech trends, talent pipeline, and BOI
Topics include: DC and profession update Talent pipeline AI trends and impacts on critical infrastructure Evolving technology trends across the profession Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs
Navigating Change, BOI Updates and Audit Transformation
Topics include: DC and profession update Changing Psychology of Influence Audit transformation Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Emily Remington, Director, Audit Product Manageme
BOI update with FinCEN and election insights
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 significant outcomes of the 2024
Discussion on CPA pipeline growth opportunities and an election update
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
Small business environment and CAS strategies
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 Gr
Tech and AI trends across the profession
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, C
Retirement planning and the SECURE Act
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, Ma
State of the economy and liability risk management
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 E
Special Edition: Summer Update on Chevron, BOI, ERC and more
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, AICPA
State of SMB, digital payments and DC Updates
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, BILL
Building trust through quality
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 Speakers: Bar
Strategies to accelerate small firm growth
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 Lindsa
Live from ENGAGE with firm leadership strategies and more
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 To
State legislative wrap up
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
Examining the Small Business Environment
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 Gro
Hiring and retention trends in the profession
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 Practice Group,
Manage tax late-season client challenges
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
Tax season practitioner discussion
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, Comper
Top Firms report and growth trends
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, Accounting Today
Insider insight from National Taxpayer Advocate
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 CEO, KET So
Avoiding burnout during busy season plus the latest from DC
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
Tax season strategies for success
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 & Account
Firm management strategies for 2024
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
Looking ahead to 2024
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, V
Live from DCPA: innovation, transformation and evolving business models
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 (SOX
PFP and tax advisory strategies
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, Asset-M
Economic forecast, BOI and cybersecurity
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 Treasu
The latest ERC and quality management standards
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, VP, Ta
The impact of generative AI
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,
Important ERC update and more
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 Consult
Identifying the value in value-based pricing
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, partner, Tro
Small firm strategies for success and dealing with the debt limit
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, f
Examination of demographics and the talent pipeline
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 politic
Discussion on transformation through AI and leadership culture
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
Beneficial ownership information reporting
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 the AICPA • Gene Marks, president of the Ma
DC and profession news, plus innovation and AI
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
Innovation, leadership and profession updates
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
Economic forecast by CNBC's Steve Liesman
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 Economics Reporter, CNBC Julia Woislaw, Senior
Pipeline Acceleration Plan and Fastest Growing Firms
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 Simpson, VP, Firm Services, AICPA Dan Hood, edi
Chat GPT and the accounting profession
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, Founder of Realize • Mark Koziel, President and CE
Conversation with the IRS National Taxpayer Advocate
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
Extended DC update and Secure Act 2.0
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,
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