Podcast appearances and mentions of barry melancon

Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this interview. Koziel also invited members to send email to AskMark@aicpa-cima.com and “tell me how the Association can help you, your career, and the profession.” Related links: n  The news of Koziel's hiring, succeeding Barry Melancon as CEO. n  Melancon's words about Koziel in a December podcast conversation. n  Koziel's previous JofA podcast appearance, as part of a 2022 episode when he was the CEO of Allinial Global. What you'll learn from this episode: ·         Three facts for members to know about Koziel, in his words. ·         What he sees as the profession's strengths and opportunities. ·         Why he calls accounting pipeline concerns “not a U.S.-only problem.” ·         Koziel's “listening tour” with members and his request for feedback. ·         More about his ideas for creating communities within the global membership of AICPA & CIMA. ·         Koziel's thoughts on the evolution of the profession. ·         The important distinction between outsourcing and offshoring. ·         A look ahead to part two of the conversation.

In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global.We discuss key challenges like talent shortages, technology, and regulatory shifts, as well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth.Whether you're a CPA, student, or leadership enthusiast, this conversation is packed with valuable insights. Resources:Mark Koziel LinkedIn ProfileJournal of Accountancy article, "Mark Koziel to become CEO of the Association of International Certified Professional Accountants", by Kim Nilsen

Blake and David explore the controversial H-1B visa program's impact on the accounting profession, particularly how firms like Deloitte reportedly pay visa holders 10% less than U.S. workers and the potential implications for audit quality. They also examine Bench's sudden shutdown and subsequent acquisition and then discuss Barry Melancon's farewell interview with the Financial Times as he steps down as AICPA CEO, where he defended the 150-hour rule, his legacy, and his impact on the profession. SponsorsOnPay - http://accountingpodcast.promo/onpayBoomTax - http://accountingpodcast.promo/boomtaxTaxBandits - http://accountingpodcast.promo/taxbanditsBasil - http://accountingpodcast.promo/basilChapters(05:01) - Sponsors and H1B Visa Discussion (11:14) - H1B Visa Impact on Accounting (26:53) - Bench Accounting Shutdown (45:17) - VCs and the Tough Decisions (47:42) - Challenges in Automating Bank Transactions (48:58) - H1B Visa Workers and Financial Misconduct (52:19) - Predictions for 2025 and Beyond (58:12) - Private Equity's Impact on Accounting Firms (01:08:15) - Barry Melanson's Legacy and the Future of CPA (01:15:23) - Conclusion and CPE Credits (01:16:45) - Bitcoin and Quantum Computing  Show NotesRobert Sterling – Twitter - H-1B DATA MEGA-THREADhttps://x.com/RobertMSterling/status/1873174358535110953 Deloitte employees with H-1B visas were paid 10% less than US workers, report findshttps://www.hrdive.com/news/deloitte-employees-with-h-1b-visas-were-paid-10-less-than-us-workers/735162/ Bench to be acquired after abruptly shutting downhttps://techcrunch.com/2024/12/30/bench-to-be-acquired-after-abruptly-shutting-down/ ‘Most important man in accounting' warns against lowering standardshttps://www.ft.com/content/033792af-18e4-4d69-92f9-5b78b01f2012 Meet Willow, our state-of-the-art quantum chiphttps://blog.google/technology/research/google-willow-quantum-chip/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of innovation and transformation.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts hereReflecting on his appointment in 1995, Melancon paints a vivid picture of a pre-digital world where CPA firms relied on print newsletters and direct mail for outreach. “There was no social media, no websites, no digital presence,” he notes. The intervening decades have seen a seismic shift in how firms promote themselves, driven largely by the expansion of services and advancements in technology.Melancon emphasizes the importance of moving beyond the traditional domains of accounting, auditing, and tax. “The notion of us thinking of ourselves as trusted business professionals, not just trusted accounting professionals, has been critical,” he explains. This broader perspective allows firms to thrive in areas like client advisory services (CAS) and technology-driven advisory roles.

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  

It's no secret anymore: Barry Melancon, CPA, CGMA, is retiring as CEO of AICPA & CIMA. He was first named CEO of the AICPA nearly 30 years ago, and he leaves the now global organization with a legacy of change. His last official day is Dec. 31, and Mark Koziel, CPA, CGMA, is his successor. In this episode of the JofA podcast, recorded earlier this week at Digital CPA in Denver, Melancon explains why he's not counting down the days of his tenure, why there likely will be more recreation in his future, and why he expects he will “still wake up every day and think about the profession.” What you'll learn from this episode: ·         Why Melancon hasn't been counting the days until his tenure as CEO ends. ·         His “stellar” assessment of how he will transition into retirement. ·         His relationship over the years with incoming CEO Mark Koziel, CPA, CGMA. ·         The “unsettled” nature of the world and how accountants can help. ·         Why Melancon prioritized the profession and the members before thinking of the organization. ·         The “humbling” messages he has received.

On the eve of his retirement, longtime AICPA chief Barry Melancon turns his eagle-eye to the future, talking about the challenges and opportunities facing the profession, and what it needs to do to get ready for both.

As he prepares to step down from his long tenure as president and CEO of the American Institute of CPAs, Barry Melancon looks back at how the institute – and the accounting profession – have changed over the past 30 years.

Jeff Drew, the JofA's editor-in-chief, is the guest on today's episode, the 400th in the history of the JofA podcast. He's recapping for listeners some of the top articles of the summer and looking ahead to content in future issues. Drew, a former JofA senior editor and manager with the AICPA's Private Companies Practice Section, has focused on content for the daily and monthly magazines for more than a decade. He reviews or previews coverage on numerous topics, including the retirement of AICPA & CIMA CEO Barry Melancon, CPA, CGMA. Resources September JofA: HTML version | Flipbook Articles (HTML links) How academia is tackling the accounting talent shortage Rewriting accounting's employment narrative Taxation of influencers: Gifts with strings attached? Using ChatGPT-4o with Excel Using ChatGPT to build a standard operating procedure   Summer feature articles ·         Single-owner firms: The thrill of flying solo ·         What not-for-profits need to know about UBIT ·         How CPAs can benefit from not-for-profit board service ·         Guiding not-for-profits through post-pandemic challenges ·         What to know to avoid deficient not-for-profit audits Technology Q&A ·         How to find errors in Excel formulas ·         How to create a watermark in Excel ·         Identify and delete duplicates in Excel ·         Get more out of Teams with these 5 features ·         4 features for enhancing PDFs ·         Building an HR guide with ChatGPT  Professional Liability Spotlight IRS funding and a potential rise in malpractice claims Issue links: August HTML | Flipbook July HTML | Flipbook June HTML | Flipbook Podcast episodes: Barry Melancon part 1 Barry Melancon part 2 If you have article ideas or other magazine feedback, you can reach Drew at Jeff.Drew@aicpa-cima.com. What you'll learn from this episode: ·         The “incredible range of backstories” in an article focusing on sole practitioners and sole proprietors. ·         The focus of several recent Technology Q&A articles. ·         Highlights of a summer Professional Liability Spotlight article. ·         The link between Barry Melancon and Muhammad Ali. ·         A preview of the October digital edition of the JofA.

Episode 222 Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th https://www.breakthroughwithsystems.com/join-live  FACULTY: Chris Hervochon, CPA aka 'The Herv' CLASS: #Shoperations In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of networking, and the role of Herve AI in enhancing accounting processes. Whether you're new to the accounting world or looking to break through business ceilings, this episode is packed with insights and practical advice to help you streamline operations and scale your firm.

Barry Melancon, CPA, CGMA, was named the leader of the AICPA when he was in his mid-30s. Now, in his final months as CEO of AICPA & CIMA, he discusses the events that challenged the profession, risks that could be obstacles in the future, and why he's optimistic about the role accountants play. In this conversation, the second of two parts, Melancon challenges the notion that the profession is slow to change, explains why trust will continue to be important, and emphasizes the importance of speed and competencies in continuing to evolve. Listen or read part 1 here. What you'll learn from this episode: ·         A quick summary of the topics in part 1 of the conversation. ·         Why Melancon believes the word “passion” would be used to describe him. ·         What Melancon called “the most tumultuous period” of his career and how he viewed the profession's emergence from that era. ·         Why speed will be important in the continued transformation of the accounting profession. ·         His thoughts on the “competency evolution” of accountants just entering the profession. ·         Melancon's contention that it's “naïve” to think artificial intelligence will not affect jobs.

Barry Melancon, CPA, CGMA, was named leader of the AICPA when he was in his mid-30s. Now, in his final months as CEO of AICPA & CIMA, he discusses his background and upbringing, his unlikely path from rural Louisiana to speaking to leaders around the world, and why he puts extra emphasis on trust. Part 2 of the conversation, recorded in July, will be published next week. Below are links to the previous two-part discussion with Melancon, episodes that were published in December and January: n  News and trends affecting CPAs n  Business model transformation, private equity, and more What you'll learn from this episode: ·         More from Melancon about what he calls “a great journey.” ·         His assessment of how the profession has changed since the mid-1990s. ·         Some of the skills learned during his tenure as CEO. ·         Why he says the world is “devoid of trust.” ·         A preview of topics discussed in Part 2 of the conversation, scheduled to publish next week.

This week's episode is about TRUST. We must rely on trust as we navigate change.Our guest is Barry Melancon, who will be retiring as long-time President and CEO of AICPA as of December 31, 2024. Barry has been the "face" of the profession for decades.This transition is another example of great change in our profession. Since Barry has been leading change, and has been teaching our profession to navigate shifts, we are all better prepared even for this particular moment in our profession.Join us as we talk about the state of the profession, what's next for CPAs, and what's next for Barry himself.A true visionary and thought leader, Barry gives us his wisdom on trust, change, and the future.ResourcesPreferred Providers: macpa.orgAICPA& CIMA: aicpa-cima.comBarry Maloncon on LinkedIn: linkedin.com/in/barry-melancon-cpa-cgma/

In light of recent events, Blake and David examine assassination attempts on US presidents, providing historical context. They move on to Intuit's recent layoffs, critiquing the company's communication strategy and exploring potential AI improvements for such announcements, and then shift to the Synapse bankruptcy, its impact on fintech users, and evolving regulatory scrutiny. Finally, Blake and David dig into AICPA CEO Barry Melancon's defense of the 150-hour CPA requirement, questioning its effectiveness and impact on the accounting profession.SponsorsOnPay - http://accountingpodcast.promo/onpayRightRev - http://accountingpodcast.promo/rightrevMakersHub - http://accountingpodcast.promo/makershubLendflow - http://accountingpodcast.promo/lendflowChapters(01:12) - Assassination Attempt on President Trump (02:05) - Historical Context of Presidential Assassinations (06:38) - Intuit Layoffs and AI Transition (11:20) - Analyzing Intuit's Communication Strategy (21:41) - Listener Mail and CPA Exam Tips (27:51) - Intuit's Overtime Wage Issue (30:48) - CPA Licensure Flexibility (32:02) - Ohio's Alternative Pathway to CPA (34:04) - Listener Mailbag: Emma's Dilemma (40:29) - Listener Mailbag: Walda's Insight (45:45) - Synapse Bankruptcy Update (53:05) - Barry Melancon's Retirement and Legacy (01:05:11) - Join the Earmark Community  Show NotesIntuit Marketing in the UK  pays for commercial/short film of human like talking dogs burying invoices/billshttps://directorslibrary.com/07/2024/latest/campaigns/dogs-intuit-quickbooks/ Bookkeeping Firm Digits Buys Accounting Platform Basis Financehttps://www.pymnts.com/acquisitions/2024/bookkeeping-firm-digits-buys-accounting-platform-basis-finance/Assassination attempts on US presidents: https://www.perplexity.ai/search/how-many-assassination-attempt-nb5YvFGbShm0oSRKqi3UkwSynapse's collapse has frozen nearly $160M from fintech users — here's how it happenedhttps://techcrunch.com/2024/07/14/synapses-collapse-has-frozen-nearly-160m-from-fintech-users-heres-how-it-happened/ Evolve Bank & Trust Statement on Synapse Bankruptcyhttps://www.getevolved.com/about/news/evolve-bank-trust-statement-on-synapse-bankruptcy/ Banking With Third-Party Appshttps://www.fdic.gov/resources/consumers/consumer-news/2024-06.html Fintech nightmare: ‘I have nearly $38,000 tied up' after Synapse bankruptcyhttps://www.cnbc.com/2024/05/22/synapse-bankruptcy-customer-funds.htmlAT Think Ask what you can do for your professionhttps://www.accountingtoday.com/opinion/ask-what-you-can-do-for-the-accounting-professionAccounting Leader Calls for CPA Training to Evolvehttps://news.bloombergtax.com/financial-accounting/accounting-leader-calls-for-cpa-training-to-evolve-podcastNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Training for CPAs must evolve to focus on the skills and experiences necessary to meet future market demands, the leader of the largest US accounting industry group said. Barry Melancon, president and CEO of the American Institute of CPAs, also defended a required fifth year of college for CPA candidates, saying current rules have achieved their purpose of elevating the role of accountants and turning out better-educated professionals. Melancon, who is preparing to retire in December, spoke to Bloomberg Tax reporter Amanda Iacone about ongoing efforts to restore what is now a shrinking pipeline of future accountants. Proposed reforms could soften the bite of the mandatory 150 college credit hours for CPAs to earn their license by offering alternatives such as employer-provided training or work-study programs. He also discussed the role artificial intelligence could play in closing the talent gap and the impact of private equity investors as CPA firms look to keep pace with technology advancements. —Produced by Matthew S. Schwartz. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

Anoop Mehta, CPA, CGMA, is the chair of the selection committee that will choose the next AICPA & CIMA CEO. Mehta, a former AICPA chair and Association of International Certified Professional Accountants chair, discussed the qualities the organization seeks in its next leader, a planned timeline for the selection committee, and the importance of knowledge transfer. The CEO chosen will replace Barry Melancon, CPA, CGMA, who on May 22 announced his retirement, effective at the end of the year. Mehta, who recorded the episode at AICPA & CIMA ENGAGE, also shared why he thinks prospective CPAs should attend the annual event in Las Vegas and why he expects to continue meeting with accounting students. Resource: AICPA & CIMA CEO job description What you'll learn from this episode: ·         A planned timeline for hiring the next CEO. ·         The qualities being sought in the next leader. ·         Mehta's explanation of how a strong leader can balance openness to hearing others' perspectives with making an unpopular decision. ·         The importance of the Association chair and co-chair in the selection process. ·         The state of talent development and why Mehta says he gets “energized.”

Blake and David delve into the accounting and bookkeeping aspects of Donald Trump's recent guilty verdict in New York. They discuss the charges related to falsifying business records and hush money payments and explore the potential implications for Trump's businesses and campaign. Their conversation also touches on the current state of AI in accounting, the retirement of AICPA president Barry Melancon, and the challenges facing the profession in attracting new talent.SponsorsLiveFlow - http://accountingpodcast.promo/liveflow Zoho - http://accountingpodcast.promo/zoho Blue Onion - http://accountingpodcast.promo/blueonion Bean - http://accountingpodcast.promo/beanChapters(01:10) - Breaking Down Trump's Guilty Verdict (02:56) - Analyzing the Charges (04:52) - Legal Implications and Campaign Finance (07:54) - Trump's Bookkeeping and Legal Strategies (10:01) - Asking ChatGPT How This Entry Should Have Been Coded (17:14) - Commercial Real Estate and Trump's Properties (24:50) - Puzzle Accounting and AI Automation (29:15) - Rose Financial's EASBY adds AI (33:23) - Challenges in AI Categorization (34:07) - Human Oversight in AI Accounting (35:38) - Digits' AI Performance and Market Comparison (39:10) - Live Listener Question: Career Path in Accounting (42:28) - University of Scranton Brags About Number of Accounting Papers They've Published (43:00) - AICPA's Future as President Barry Melancon Announces Retirement (52:32) - App Review: Rose AI-Powered Spreadsheet (54:34) - Watch Our TurboTax Business Assisted 2024 Review and Listen to the Best Metrics Podcast (57:07) - Earn CPE For Listening To Our Podcast  Show Notes"Who's the victim of Trump's Bookkeeping?" Washington Examinerhttps://www.washingtonexaminer.com/daily-memo/3014100/who-is-the-victim-of-trumps-bookkeeping/ Trump May Owe $100 Million From Double-Dip Tax Breaks, Audit Showshttps://www.nytimes.com/2024/05/11/us/trump-taxes-audit-chicago.html The Office-Market Meltdown Comes for Trump's Prized Wall Street Buildinghttps://www.wsj.com/real-estate/commercial/the-office-market-meltdown-comes-for-trumps-prized-wall-street-building-31b3a667 Profession Leader Humbly Requests You STFU About Long Hours, Busy Season, and Stresshttps://www.goingconcern.com/profession-leader-humbly-requests-you-stfu-about-long-hours-busy-season-and-stress/ New AICPA chair: ‘We need to promote the cool work we do'https://www.journalofaccountancy.com/issues/2024/jun/new-aicpa-chair-we-need-to-promote-the-cool-work-we-do.html Rose Financial Solutions Sets Goal to Automate 85% of Finance and Accounting Activities by 2030https://www.prnewswire.com/news-releases/rose-financial-solutions-sets-goal-to-automate-85-of-finance-and-accounting-activities-by-2030-302145576.html TAP: TurboTax Business Assisted Review 2024 (for Tax Year 2023)https://www.youtube.com/watch?v=zaaMIV1lyns Check out Best Metrics here: https://bestmetrics.transistor.fm/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, explains why the accounting profession has to embrace generative artificial intelligence (Gen AI) instead of running from it. And that's not all he's talking about in this episode of the JofA podcast. Melancon shares insights on the effect of AI on audit and assurance, how private equity's entry into accounting is changing firms, how business models themselves are changing, and why he says the world needs accountants more than ever. This is the second of a two-part conversation. The first part was published in December. What you'll learn from this episode: The importance and value of a recently published toolkit on Gen AI. Why accountants and accounting firms have to embrace Gen AI and understand its risks. Potential uses for AI in auditing and assurance. The shifts Melancon sees in the business model of firms. Skills that CPAs should be prepared to learn, unlearn, and relearn.   Melancon's explanation of the “trust equation” as it relates to CPAs.

Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, joins the show this week for the first part of a two-part conversation on the state of the profession and what CPA can expect in 2024 on several fronts. Melancon details concerns about a potential IRS shutdown in tax season, the state of ESG reporting and regulation, how elections could play out, and why the threats to CPA licensure are real. Part 2 of the conversation will be published in an early January episode of the JofA podcast. What you'll learn from this episode: ·         Melancon's one word that sums up the state of the profession looking ahead to the new year. ·         An overview of two major issues affecting CPAs: the moratorium on employee retention credit claims and requirements for beneficial ownership information reporting. ·         The “significant service implications” of a potential government shutdown related to the IRS. ·         Why legislation in Europe and California will have an effect on ESG reporting, even for businesses outside those areas and regardless of any SEC action on ESG. ·         Melancon's assessment of “the art of compromise” in Washington. ·         The reasons CPA licensure is so important.

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  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: 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

Season 4 Episode 17 | Recorded December 30, 2022 Thank you to our Booster Partners! AppStream powered by the GrowthLab Automate your firm. Save time. Add value. https://www.growthlabfinancial.com/automations-for-accountants Greetings Accounting High! Scotty's in the principal's office, and while he was in there he had an epic 3-hour conversation with Mr. Ron Baker. This conversation was broken up into two episodes for your listening enjoyment. During our first session, after putting on his Tweed jacket and formally accepting the role of Principal at Accounting High, Scott and Ron discuss the evolution of accounting, fitness goals, accounting communities, infinite games, storytelling, comedy, and the future of the profession. And a delightful performance from our rapping custodian to break up the conversation, we go deeper into the mind of Principal Baker. And as always, sit back, relax, and open your mind, because we're in the principal's office with Ron Baker. Making changes in the industry After action reviews What is the future of Accounting? Professionals shouldn't be too busy Amazon and Apple Subscription Model and Customer relationships Scope of service Focus and Niche Finite and infinite games versus Ron Disney stories Rebranding Sons of CPAs and finding faculty for Accounting High Value Billing Pancakes of waffles? Pizza or calzone? Accounting communities Blake's stories Competition, niche, and generations Leaders and dreams Standing on the shoulder of giants Defending Ron's ideas Change is coming A big change in Scott's firm Big leap Time and rapping flow Ron's dream for a film Podcast and comedy Applications Audience and delivery Writing Greg Kyte's story and parodies Simple Tasks! All the Shoutouts: Ron Baker's Times Up, Amazon, Simon Sinek, Twyla Verhelst, CPA, Jason Ackerman, CPA, CFP®, CGMA, Edward Mendlowitz, Lorilyn Wilson, CPA, Barry Melancon, CPA, CGMA, Hulu, Netflix, Blake Oliver, CPA, James Ashford, Jason Staats, CPA, MBA, Jason M. Blumer, CPA, Paul Dunn, Richard Payne, Ryan Lazanis, CPA, Ed Kless, Tim Williams, Greg Kyte, CPA, --- Send in a voice message: https://anchor.fm/accountinghigh/message

With the pace of change accelerating on numerous fronts, finance leaders are aiming to stay ahead on trends such as hybrid work, lack of talent, and other issues. A group shared ideas and hopes for the future at the Future of Finance Summit last week in Austin, Texas, and this podcast episode summarizes the key thoughts that emerged from the event. The speakers in this episode are, in order: Shifra Kolsky, CPA, CGMA, the chief accounting officer and controller at Discover Financial Services; Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, together as the Association of International Certified Professional Accountants; Kimberly Ellison-Taylor, CPA/CITP, CGMA, the founder of KET Solutions and a former AICPA chair; and Tom Hood, CPA/CITP, CGMA, AICPA & CIMA's executive vice president–Business Engagement & Growth.

Do you ever wonder how someone with similar background and beginnings as you can achieve leadership at an international organization? In this episode Jimmy interviews Barry Melancon, CPA, CGMA, the CEO of the Association of International Certified Professional Accountants to learn his approach to leading the organization. You will gain insight into: • How you can leverage your capabilities by assembling a great team to help implement your leadership throughout the organization. • Why it is critical to master the critical areas of leadership to grow your organization. • When to involve others in the functions and operations of an organization to achieve greater influence in your profession. • Who you should invest your time teaching and mentoring to assist you in reaching your potential as a leader. • What is most important is where you go in life, not where you started, to gauge your achievements as successful. To learn more about the AICPA click here: https://us.aicpa.org/ . For Barry Melancon's bio click here: https://us.aicpa.org/about/leadership/melancon-bio . Thank you for subscribing to the podcast! Please leave a rating and review on iTunes by clicking here: https://podcasts.apple.com/us/podcast/live-a-life-by-design/id1458394765. Living life on your terms is the ideal lifestyle! To help you achieve greatness in the form you desire, place "Listen to Live a Life by Design Podcast" on your weekly to-do list every Monday. Each episode is loaded with helpful, practical and insightful tips, hacks, and strategies to accomplish your goals. A full transcript of this episode can be found at: https://livealifeby.design/podcast/international-leadership-from-bayou-to-big-city. Additional resources to help you with implementation, or to learn more on the subject, of leadership mentioned in this episode can be found by clicking: https://livealifeby.design/resource/book/. To sign up for the FREE newsletter to gain greater clarity and insight to Living your Life by Design, go to https://livealifeby.design/ and click the "Subscribe" button at the bottom of the page. Subscribe today to give yourself something that provides you growth and opportunity to yield your Bigger, Better and Bolder YOU! The podcast is available on other platforms: • If you enjoy using Google Podcasts, click here: https://podcasts.google.com/?feed=aHR0cDovL2ZlZWRzLnNvdW5kY2xvdWQuY29tL3VzZXJzL3NvdW5kY2xvdWQ6dXNlcnM6NTA3Mzk0MTgyL3NvdW5kcy5yc3M • If you prefer to listen to the podcast on Spotify, click here: https://open.spotify.com/show/6oDHaMCCvoEutZ1Ac9Lqm4 • Listen to the podcast on Amazon Music, click here: https://music.amazon.com/podcasts/bae20f5b-2d92-4584-ad59-41f09b550494/Live-a-Life-By-Design To follow Jimmy's blog pertaining to all things in life that are most important, click here: https://livealifeby.design/living-a-life-by-design-blog/

On this AICPA Town Hall Barry Melancon, AICPA president & CEO,  joined Erik Asgeirsson, CPA.com president and CEO, and Mark Peterson, AICPA EVP, Advocacy, live at the news desk for a DC and profession update. Plus, NYSSCPA - The New York State Society of CPAs CEO Calvin Harris joined to discuss top takeaways from the AICPA Council meeting.  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    

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

For this edition of FICPA CEO Conversations, we are honored to be joined by one of our most important partners in the profession. Barry Melancon is the President & CEO of the American Institute of Certified Public Accountants and the CEO of the Association of International Certified Professional Accountants. In this in-depth discussion, Shelly and Barry touch on a variety of topics impacting CPAs, including the state of the profession, IRS service issues, Client Advisory Services, recruiting and retaining talent, ESG, private equity and M&A, and association management.

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 strategies     

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, Vice President of Firm Services and Kari Hipsak, CPA, CGMA, provided technical guidance. Michael & Barry discussed the latest news on the accounting profession and a legislative update from DC. Lisa, Barry and Michael provided an update from this week's AICPA Council and the key takeaways on the future of the profession.

Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director, Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Profession & DC Update Post Tax Season Reflections Expanding service opportunities: SOC Technical Update GAQC Update on Auditing Federal Funding Key Insights on the April 21, 2022 #AICPATownHall: CPA.com CEO & President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative updates and federal agenda items through 2022, plus tax season reflections. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance, and discussed new service opportunities in SOC. AICPA's Mary Foelster, CPA, CGMA discussed developments in GACQ, the status of economic recovery programs and compliance.

Presenters: Erik Asgeirsson, President & CEO CPA.com Michael Faulkender, PhD, Professor University of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. Treasury Edward Karl, VP, Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA   Topics: Discussion with Michael Faulkender, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. TreasuryProfession & DC Update Tax & Technical Update Key Insights on the March 31, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative and profession updates. The hosts welcomed PPP architect Michael Faulkender to the episode for a strategic discussion. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, and VP of Taxation, Edward Karl, CPA, provided technical updates.

Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA   Topics: Profession & DC Update IRS Service Issues & Advocacy Tax Filing Hot Topics Single Audit for Relief Programs Key Insights on the February 3, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed IRS service levels and AICPA's advocacy efforts, the opportunity in integrating financial planning into tax engagements, and commented on a recent audit quality study. AICPA's Vice President of Firm Services, Lisa Simpson, CPA, CGMA, highlighted some tax filing season topics AICPA's Senior Director of Governmental Audit and Accounting, Mary Foelster, CPA, CGMA, addresses common questions related to audits of business relief funds.

Presenters: Erik Asgeirsson, President & CEO CPA.com Edward S. Karl, VP Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA   Topics: Profession & DC Update Top Potential Tax Implications of Pending Legislation; effective date issues Technical Updates Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, provided the latest updates from DC and on the profession. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, discussed the latest technical guidance relating to PPP. AICPA VP of Taxation, Edward Karl, CPA, CGMA, joined to highlight 5 potential implications of upcoming legislation, including IRS penalty relief, service levels and effective dates.

Presenters: Erik Asgeirsson, President & CEO CPA.com Barry Melancon, President & CEO AICPA Dr. Marci Rossell, Chief Economist Lisa Simpson, VP Firm Services AICPA Robert Durak, Director Audit & Accounting Technical Services AICPA Topics: •Revised BBB still possible for early 2022 •2021 Reflection & 2022 Economic Outlook •Inflation, Supply Chain, Employment, Growth •Technical Updates: CARES deferred payroll taxes due by year-end •Review of New Lease Standard FASB ASC 842 effective January  

On this week's #AICPATownHall, live from the 10th Annual Digital CPA conference in Nashville, TN.  CEO & President of CPA.com, Erik Asgeirsson, and Barry Melancon provided the latest update from DC.  AICPA VP of Firm Services, Lisa Simpson, provided a technical update & up-to-the-minute legislative news.  Mark Koziel of Allinial Global discussed the transformation of firm services  Lindsay Stevenson, Chief Transformation Officer at BDM, provided best practices for firms. 

Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Carl Peterson, VP of Small Firms, AICPA Bill Pirolli, Partner, DiSanto Priest Lisa Simpson, VP of Firm Services, AICPA Topics: 1. Details on Build Back Better Act 2. Tax provisions in signed Infrastructure Bill 3. Employee Retention Credit (ERC) sunset 4. Business model considerations for a successful busy season 5. Culling clients  

Small firms face familiar challenges in unprecedented times What's keeping you up at night as a firm owner? Listen to this clip from the AICPA's September 2nd Town Hall series as the AICPA's Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small Firms, Barry Melancon, CEO, and CPA.com's CEO Erik Asgeirsson discuss the results from the 2021 CPA Firm Top Issues Survey. 2021 Top Issues commentary: Familiar challenges in extraordinary times Resources to address CPA firm top issues This episode is brought to you by the AICPA's Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, visit aicpa.org/pcps or email pcps@aicpa.org for a free web tour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA's Vice President of Firm Services, Lisa Simpson, CPA, CGMA, provided technical guidance on ERC/PPP interplay. Tim Speiss of EisnerAmper provided an update on legislative implications to estate planning.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion on the Senate infrastructure bill and 2021 key deadlines and expirations. AICPA's VP of Taxation, Ed Karl, joined to discuss AICPA's Top Tax Advocacy priorities, including IRS service levels and penalty relief. Lisa Simpson, AICPA's VP of Firm Services, gave a rundown of up-to-date PPP forgiveness statistics, plus technical guidance on the SBA forgiveness portal and ERC. Carl Peterson, AICPA's Small Firm VP, discussed 2021 CPA Firm Top Issues and provided practice strategies.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode of the AICPA Town Hall podcast: The first-ever in-person AICPA Town Hall was conducted live at the 2021 AICPA ENGAGE Conference at the ARIA Resort and Casino in Las Vegas. CBS News Business Analyst, Jill Schlesinger, discussed an economic outlook with CPA.com Erik Asgeirsson including societal impacts, inflation, the federal reserve and markets. AICPA President and CEO, Barry Melancon, CPA, CGMA, provided the most recent legislative updates, including Biden Infrastructure & Tax proposals, IRS Services & Penalty relief and ERC. 2021 AICPA ENGAGE Chair & Chief Transformation Officer at BPM, Lindsay Stevenson, CPA, CGMA reflected on the past year and a provided a forward look on the workforce. Jim Bourke, CPA, CITP, CFF, CGMA, Partner at Withum, discussed the technology and cybersecurity landscape.  

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA's CEO for Public Accounting, Sue Coffey, CPA, CGMA had a strategic discussion with EY's US Chair, Kelly Grier, about how Big 4 navigated the pandemic and the future outlook. Barry Melancon, CPA, CGMA, AICPA's President & CEO, and Erik Asgeirsson, CPA.com President & CEO, provided the latest legislative and IRS update including discussion around the Biden infrastructure & tax proposals, IRS service & penalty relief, and employee retention credit. Lisa Simpson, CPA, CGMA, VP of Firm Services for AICPA, provided a detailed technical update, specifically around FTE reduction calculation.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA Topics: Changing Role of the CFO, Post-Pandemic Business Relief and Tax Updates Key Insights: Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic recovery, and the latest regarding the Paycheck Protection Program TIAA CFO Jennifer Reilly and Tom Hood, the Association's executive vice president of growth and engagement, talk about the changing role of the CFO Kari Hipsak, a senior manager with the AICPA, discusses the latest technical guidance on business relief programs

Barry Melancon of the AICPA and Erik Asgeirsson of CPA.com review the successes of the Paycheck Protection Program, and how accountants should be thinking about the future to guide their clients out of the pandemic.

What are the top issues impacting CPAs nationwide? There’s no one more qualified to provide insight than Barry Melancon, CPA, CGMA, president and CEO of the American Institute of CPAs. We talk to him about tax deadlines, possible tax increases, prospects for the U.S. economy and the rising trend across the country to minimize professional and occupational licensing rules as well as to tax professional services. Hear more from Barry at the NJCPA Virtual Convention, June 15-18.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Bill Pirolli, CPA, CFF, PFS, CGMA, Partner, DiSanto, Priest & Co., Vice Chair, AICPA Dale Venturini, President & CEO, RI Hospitality Association Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Tax season reflections Wind down of business relief grants (PPP, RRF, SVOG, etc.) Ongoing client service needs for business relief Economic growth Discussion about RRF and Restaurant Industry

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Stephanie O'Rourk, CPA, Partner, CohnReznick Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Opening Comments & Broad 2021 Outlook Legislative Update & Tax Season Discussion PPP Final Stretch Update Business Relief Program Update (PPP, RRF, SVOG) Key Insights: AICPA President and CEO Barry Melancon gave an overview of the economic outlook for the second half of the year, and discussed activities firms will be most focused on in the coming weeks. Erik Asgeirsson, president and CEO of CPA.com, walked participants through the final stretch of the Paycheck Protection Program and talked about how lenders are dealing with the approaching May 31 loan application deadline. Lisa Simpson, the AICPA's vice president of firms services, gave an update on PPP developments and also answered common questions about business relief programs. Stephanie O'Rourk, a partner with CohnReznick, talked about the mechanics of the $28.6 billion Restaurant Revitalization.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA Topics: Significant Activities with Policy Makers and Regulators State of Lenders and PPP Updates & Recommendations on New Guidance New Tax Provisions (ERC, etc.) Key Insights: AICPA President and CEO Barry Melancon, CPA, CGMA, CPA.com President and CEO Erik Asgeirsson and Mark Peterson, the AICPA's executive vice president of advocacy, discuss the need to extend the March 31 deadline for Paycheck Protection Program loan applications and also highlight issues with the May 17 limited tax deadline extension by the IRS. Lisa Simpson, CPA, CGMA, the AICPA's vice president of firm services, gives the latest updates and recommendations regarding PPP. April Walker, CPA, CGMA, lead manager of tax practice and advocacy for the AICPA, talks about tax developments with the American Rescue Plan, the Employee Retention Credit and other topics.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir., Tax Policy & Advocacy, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Updates from Policy Makers New Administration State of Legislation Business Relief Tax Extension Updates & Recommendations on New Guidance New PPP IFR and forms New ERC Guidance Key Insights: AICPA President and CEO Barry Melancon talks about the pressures on the IRS and SBA with tax and Paycheck Protection Program (PPP) issues, respectively, and the need for easing some deadlines for CPA firms and their clients. Erik Asgeirsson, president and CEO of CPA.com, discusses the state of PPP loan approvals and the SBA's focus on the smallest businesses. Lisa Simpson, the AICPA's vice president of firm services, gives the latest updates on PPP guidance. Kristin Esposito, the AICPA's director of tax policy and advocacy, talked about the Employee Retention Credit and its interaction with PPP.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Rohit Arora, CEO and Co-Founder, Biz2Credit Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: PPP Reopening Latest Updates & Recommendations Lender Update 2021 Outlook with Barry Melancon Key Insights: AICPA President and CEO Barry Melancon talks about how the profession can be a “settling voice” for businesses as a new administration grapples with economic recovery and other challenges. Lisa Simpson, the AICPA's vice president of firm services, discussed the latest developments on the Paycheck Protection Program, including updated guidance on calculating PPP loan amounts, second draws, and calculating gross receipts. Erik Asgeirsson, president and CEO of CPA.com, offers insight on the opening of the latest round of PPP applications to all participating lenders, and what 2021 looks like for further business stimulus plans.

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.  Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kyle Corum, Partner, Bernard Robinson & Co Travis Miskowitz, Manager, CFO Advisory at Wiss & Co. Topics: DC Update: Legislative, SBA/Treasury & IRS Current status of stimulus bill activities Analysis of what we believe will happen Latest Updates & Recommendations Updated review of latest PPP2 Proposals Firm Perspective Panel: Getting Ready for PPP2

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.  Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Post election analysis Outcome & Status on stimulus, tax reform etc. Latest guidance & recommendations PPP Deductibility New forms 3509 & 3520 Resources to Support

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.  Presenters:  Erik Asgiersson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Martin Mucci, President & CEO, Paychex Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Strategic Discussion with Barry Melancon & Martin Mucci Small Business and Firm Climate New Operating Environment & Go Forward Focus Recap of Top Firm Questions & Update on Latest Guidance & Resources Updates on Other Important Initiatives

The changes brought about and accelerated by the COVID-19 pandemic are numerous. Our day-to-day lives have been altered, forcing rapid adaptation. A new report from the Association of International Certified Professional Accountants and EY Seren, explores the patterns of behavior emerging from this uncertain time. The report, Human Signals, also offers actions for accountants to take. This podcast, the second of two parts, takes an in-depth look at what the report’s findings mean for leaders and organizations. In part one, Association CEO and AICPA President and CEO Barry Melancon, CPA, CGMA, shared more about this transformational time. Then Joel Bailey, a director at EY Seren and a report author, delved into the research behind the report. In this second part, executive coach and consultant Gretchen Pisano offers practical applications from the report and discusses how its findings dovetail with what she’s hearing from leaders. Pisano is the CEO and co-founder of pLink Leadership, a management consultancy that provides leadership development and executive coaching.

The changes brought about and accelerated by the COVID-19 pandemic are numerous. Our day-to-day lives have been altered, forcing individuals and organizations to adapt quickly. A new report from the Association of International Certified Professional Accountants and EY Seren explores the patterns of behavior emerging. The report, Human Signals, also offers advice for accountants in an era of uncertainty. This podcast is the first of two parts that take a closer look at the report’s findings and action items. In this episode, Association CEO and AICPA President and CEO Barry Melancon, CPA, CGMA, shares more about this transformational time. Then Joel Bailey, a director at EY Seren and a report author, delves into the research behind the report. In the second part, executive coach and consultant Gretchen Pisano offers practical applications from the report and discusses how its findings dovetail with what she’s hearing from leaders.

Thank you for doing one of the most important jobs in the world. (#91) A special, short festive episode of the Go Beyond Disruption podcast, the final show for this year. To mark the end of 2019, AICPA & CIMA's video team made a short "Thank You" video for members worldwide. We've now used the audio for this end-of-year episode, which ends with a message from AICPA & CIMA President and CEO Barry Melancon. You'll also hear the voices of our colleagues from around the world, along with a final 'Happy Holidays' featuring many members of our Senior Leadership Team, the AICPA Chair and CIMA President/Association Chair. Whether you're an AICPA & CIMA member or not, the message is still bound to resonate for all businesspeople in this era of disruption. It celebrates people's willingness to reimagine their roles, their eagerness to take on new capabilities, and their commitment to evolve. From all of us at the Go Beyond Disruption podcast team, have a marvellous wrap up to this year and a relaxing start to the next.   NEED MORE? You can watch the original video on the AICPA & CIMA YouTube channel here.   ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

Rebekah Brown is the Director of Development for the Maryland Association of CPAs and the Business Learning Institute. Rebekah frequently presents to groups both locally and nationally on the future of the accounting profession and, as a certified Insight to Action facilitator, she has guided firms, nonprofits, and accounting professionals in the United States and Canada in their strategic planning process.   On top of all the work that Rebekah does, she’s just downright passionate about the profession, taking a “rising tide raises all ships” philosophy to everything she does to train and educate her fellow and future accountants.   Rebekah focuses on what she calls the three P’s:   People – “I develop people! I am passionate ... about helping people find their strengths and find their place in the accounting profession. So, on an individual basis, with each of our members, I want to help develop them and develop their careers.” Pipeline – MACPA is over  100 years old, and in that time they’ve learned that we have to be constantly thinking about and developing future CPAs. So a lot of Rebekah’s work involves talking to college students, high school students, and even elementary school students about the accounting profession. “So, I’m always thinking about who is our next generation CPA, who's our next generation member, and preparing them for the profession.” Profession – The MACPA isn’t solely focused preparing accounting and finance professionals in Maryland. “We really believe that the rising tide raises all boats. So, we want the profession to grow to be successful, to be anticipatory, to be future-ready. And so, as we do that all over the world, we believe we are benefiting Maryland, and we believe that Maryland CPAs are even better positioned to be future-ready because of that.”   Speaking of the future of the profession, there was an article in Accounting Today titled “Melancon: It’s time to reimagine accounting” covering a presentation that Barry Melancon, the President and CEO of the AICPA, made this year at the AICPA ENGAGE Conference.   My favorite quote from this article is when Barry says, "We've changed significantly just in the past year, and we're never going to see the pace of change that's slower than what we're seeing now. And, you know, we won't be obsolete, particularly, if we embrace these changes."   Just let that sink in. How does that affect you and your business, and how does that affect you as an accounting financial professional as we move forward?   I highly recommend reading the article and listening to Barry's podcast interview with Bill Sheridan on Future-Proof, a podcast for accounting and financial pros.   After doing so myself, I have decided to invest my CPE time and dollars into learning more about blockchain and artificial intelligence. I've been somewhat reluctant to do this, but I want to have this better understanding of this technology.   Resources: Learn more: MACPA.org | BLIonline.org Connect with Rebekah: Twitter | LinkedIn Listen to Peter on Episode 19 of Future-Proof & subscribe on Apple Podcasts   -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

We spend the bulk of each show trying to help accounting and finance pros become a little bit more future-ready – just a little more forward-thinking than they were an hour ago. And this week, we’re talking to an accounting and finance pro who already IS future-ready – or as future-ready as they come. Our guest this week is none other than Jody Padar, the CEO and principal of the New Vision CPA Group and the original Radical CPA. Jody is also an enthusiastic evangelist of all things new; any advancement that promises to make her firm more productive and to help her better serve her clients, she’s going to try it. Jody was one of the profession’s earliest fans of social media, she embraced cloud computing before cloud computing was cool, and she is deeply investigating things like A.I. and machine learning to see what they might be able to do for her firm – and more importantly, for her clients. It’s not just new technology, either. Jody also plays around with business model innovation and fixed pricing models. She is definitely pushing the edge of the envelope. In This Conversation We Cover: Why Jody, a Chicago-based CPA, is a member of the MACPA What it means to be a Radical CPA Why project management is the way of the future The first steps towards becoming Radical Incorporating social media into your business model Building innovation into the DNA of your firm Value billing & fixed-price models What diversity & inclusion means for Radical CPAs Jody’s vision of the future for this profession The First Step Towards Being a Radical CPA If you do just ONE thing to make your firm more radical and future-ready after listening to this episode, Jody thinks it should getting rid of the timesheet. That may offend your sensibilities and you probably won’t be able to do it in one fell swoop, but you can start small: just block of four hours once a week, or even once a month, to stop thinking about being billable and start thinking about what you can do differently. “Because if you have that mindset that you always have to be billable, you’ll never be innovative.” This doesn’t have to be implementing new technologies, either. Real innovation often consists of small changes to how we do things – it doesn’t have to be something huge or groundbreaking. We Need More Radical CPAs! We believe our profession NEEDS more people like Jody. To support that statement, we turn to some numbers that Barry Melancon shared during last week’s podcast. Barry cited a McKinsey report titled “Jobs Lost, Jobs Gained: Workforce Transitions in a Time of Automation.” That report estimates that by the year 2030, up to 375 million employees worldwide may need to switch occupational categories and learn new skills in order to remain relevant in their work. And that includes accounting and finance pros. Jody can be seen as a role model for all of that. She’s perfectly willing to try anything new if it’s going to make her smarter and give her firm a leg up on the competition, and most importantly, better serve her clients. “Same as last year” doesn’t fly in Jody’s firm. In fact, Jody has written the book (quite literally) on this profession – twice! Her first book was called The Radical CPA: New Rules for the Future-Ready Firm, in which she shares her story and a roadmap to move towards the Radical CPA mindset. Her latest is titled From Success to Significance: The Radical CPA Guide, and it’s a step-by-step handbook with hundreds of strategies, tools, tips, insights, guest experts, and case studies that will help any firm start moving towards a future-proof business model. Resources: Learn more at newvisioncpagroup.com Connect with Jody: Twitter | LinkedIn Listen: Let’s Get Radical: Business Talk Unfiltered From Success to Significance: The Radical CPA Guide The Radical CPA: New Rules for the Future-Ready Firm

Today we talk with Barry Melancon, who you probably know as the president and CEO of the American Institute of CPAs. He’s been with the AICPA since 1995 and is now the longest-serving CEO in the AICPA’s 129-year history. Barry also delivers these incredible professional issues updates for his members, telling them everything they need to know about… well, pretty much everything relating to the accounting and finance profession. So today, Barry’s going to share a kind of a Reader’s Digest version of his professional issues updates: what’s happening in the profession, how it’s impacting us, and what we should be doing about it. Resources: Learn more: (http://aicpa.org) Connect with Barry on LinkedIn Future-Proof is produced by Podcast Masters

Ron and Ed are thrilled to be interviewing Barry Melancon, President & CEO, American Institute of CPAs and CEO, Association of International Certified Professional Accountants. Barry joined the AICPA in 1995 when he was 37 years old, and is now the longest serving CEO in the organization's 129 year history. Under his tenure, the AICPA has grown to become the largest membership body of CPAs in the world and has spearheaded a number of initiatives to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs.

Ron and Ed are thrilled to be interviewing Barry Melancon, President & CEO, American Institute of CPAs and CEO, Association of International Certified Professional Accountants. Barry joined the AICPA in 1995 when he was 37 years old, and is now the longest serving CEO in the organization's 129 year history. Under his tenure, the AICPA has grown to become the largest membership body of CPAs in the world and has spearheaded a number of initiatives to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs.

Ron and Ed are thrilled to be interviewing Barry Melancon, President & CEO, American Institute of CPAs and CEO, Association of International Certified Professional Accountants. Barry joined the AICPA in 1995 when he was 37 years old, and is now the longest serving CEO in the organization's 129 year history. Under his tenure, the AICPA has grown to become the largest membership body of CPAs in the world and has spearheaded a number of initiatives to benefit not only the profession, but also investors, business owners, lenders and the general public. These include audit quality centers; private company reporting standards; eXtensible Business Reporting Language (XBRL); the computerized CPA exam; and two consumer financial literacy education programs.

In this episode Barry Melancon, the President and CEO of the AICPA, shares the association's plans for encouraging high schoolers to get involved in the accounting profession. And his advice to millennials who want to have thriving accounting careers.