AICPA Town Hall

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 Koziel, President and CEO, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Kassi Rushing, Owner, Kassi Rushing Consulting 

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 Hartman, Senior Manager, Firm Services, AICPA  Dan Snyder, Senior Manager, Personal Financial Planning, AICPA Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com  Mike Westervelt, Chair, AICPA Accounting and Review Services Committee  Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC 

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, VP, Firm Services, AICPA  Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA   Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA  Gene Marks, President, The Marks Group 

  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  Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA  Marci Rossell, Expert economic forecaster  Lisa Bodell, Founder and CEO, FutureThink  

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, AICPA  Dan Hood, Editor-in-Chief, Accounting Today   Charles Rettig, Former Commissioner, IRS

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  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member, BMSS, LLC

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  Mark Peterson, EVP, Advocacy, AICPA  Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Ashley Francis, Owner, The Francis Group  April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA  Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA   Stan Sterna, VP, Professional Firms, Aon 

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

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  

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, AICPA  Lexy Kessler, Vice Chairman, AICPA  Avani Desai, CEO, Schellman  Pascal Finette, Co-founder, be radical  

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 Management, CPA.com  Sarah Flischel, Director, Audit Transformation and Training, AAFCPAs  Henna Pryor, Workplace Performance Expert, Pryority Group 

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 U.S. federal elections and their implications for the finance and accounting profession, future tax policy, and regulatory changes. Mark Peterson leads an in-depth discussion on the anticipated shifts in Washington, exploring how new leadership could impact tax legislation, the IRS, and regulatory bodies. We're joined by Phil Lam from FinCEN, who provides critical insights on Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act, including what CPAs and firms need to know as the January 1st compliance deadline approaches. The episode also covers essential updates across the profession.      

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 

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, Senior Director, CAS Professional Services, CPA.com  Rob Henderson, Partner-in-Charge, Advisory, Windes 

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-founder, Corvee 

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, Compliance Risk, Paychex 

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 Forecaster  Sarah Ference, Risk Control Director, Professional Services, CNA Insurance  Stan Sterna, VP, Professional Firms, Aon 

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

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 

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:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Wes Bricker, Global Assurance Leader, PwC US  

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, Chief Transformation Officer, BPM  Brian Davis, President & CEO, One Stop CPA 

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  Tom Hood, EVP, Business and Growth, AICPA  Lisa Simpson, VP, Firm Services, AICPA 

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 Lauridsen, VP, Tax Policy & Advocacy, AICPA 

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  Dan Snyder, Director, Personal Finance Planning, AICPA 

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, Robert Half 

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 

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, Compere Robinette CPAs  Erin Roche, Tax Partner, BPM 

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  Betsy Krisher, Chairman and CEO, Maher Duessel

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 Solutions 

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 

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 & Accounting 

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

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, Professional Firms, Aon  Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA 

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), Kaiser Permanente 

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-Map 

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 Randy Johnston, CEO and Co-founder, NMGI, EVP, K2 Enterprises  Chris Cromer, Director of Operations, CPA.com 

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, Tax Policy and Advocacy, AICPA  Jennifer Burns, Chief Auditor, AICPA   Jan Lewis, Partner, Haddox Reid 

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, CPA.com  Jason Staats, Founder, Realize  Carrie Steffen, Co-founder & President, The Whetstone Group   

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 Consulting Group  Mike Decker, VP, Examinations, AICPA 

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, Trout CPA  Ron Baker, author and founder, VeraSage Institute 

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, founder and managing director, Hays CPA, and chair of the PCPS practice management committee 

  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 political affairs of the AICPA   Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School  Stan Sterna, VP, professional firms of Aon  Sarah Ference, risk control director, professional services, CNA 

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 at Sensiba 

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 Marks Group  

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

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  

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 Manager, CPA Evolution, AICPA Angela Ho, Chief Compliance Officer, OceanFirst Bank Patrick Chong, Principal Accounting Officer, OceanFirst Bank

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, editor-in-chief, Accounting Today

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 CEO, Allinial Global

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     

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, AICPA  Zachary Keep, Manager-Compliance Risk, Paychex,