AICPA Town Hall

Topics include:   DC and profession update    Changing Psychology of Influence   Audit transformation   Key technical updates       Speakers:    Erik Asgeirss on , 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 , Direc...

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. fede...

Topics include:   DC and profession update    CPA pipeline and pathway discussion   Key technical updates       Speakers:    Barry Melancon , President and CEO , AICPA   Erik Asgeirss on , 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 e nvironment 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 Peterso n , EVP, Advocacy, AICPA   Gene Marks , President, The Marks Group   Kim Blascoe , Senior Director,...

Topics include:   DC and profession analysis   Tech and AI trends in accounting and finance   Key technical updates   Speakers:    Erik Asgeirsson , P resident and CEO , CPA.com   Lisa Simpson , VP, Firm Services , AICPA   Rachel Dress en , Senior Dir ector , Congressional and Political Affairs , AICPA   Dan Hood , Editor-in-Chief , Accounting Today   Andrew Argue , CEO and Co-founder , Co rvee  

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 Simpso n , VP, Firm Services , AICPA   Marci Rossell , Expert Economic Forecaster   Sarah Ference, Ris...

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   S tate of S MB s and digital transformation   The latest technical updates   Speakers:    Barry Melancon , President and CEO, AICPA   Erik Asgeirsson , President and CEO, CPA.com   Lisa Simpso n , VP, Firm Services , AICPA   René Lacerte , CEO and Founder, BILL  

Tune in t o 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 b uilding trust through quality   BOI reporting update   Speakers:    Barry Melancon , Presi...

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 , Ch ief Transformation Offi...

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...

Topics include:   Legislative update with profession analysis     The latest technical updates    State legislat ure 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 Polic...

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, T he Marks Group   Dan Snyder , Dire...

Topics include:   The latest from DC on pressing issues impacting the p rofession    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 Hal...

Topics include:   The latest from DC on pressing issues impacting the p rofession    Technical updates   End of tax season risk alert     Speakers:    Barry Melancon , President and CEO , AI CPA   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   Ga r y Wood , Partner , Compere Robinette CPAs  ...

Topics include:   Accounting Today Top Firms report findings and trends   National P ipeline 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 Krish...

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 , P resident and CEO, CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Lisa Simpson , VP, Firm S ervices , AICPA   Carl Pete r son , 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 r isk and l iability     Speakers :     Erik Asgeirsson , P resident and CEO, CPA.com   Mark Peterson , EVP, Advocacy, AICPA   Lisa Simpson , VP, Firm S ervices , AICPA   Gene Marks , P resident , T he Marks Group     Stan Sterna , VP, P rofessi...

Topics  include:   DC and profession news   Technical updates   D iscussion on innovation, transformation and evolving business models     Speakers :     Barry Melancon , President and CEO, AICPA   Erik Asgeirsson , P resident and CEO, CPA.com   Lisa Simpson , VP, Firm S ervices , AICPA   Lindsay Stevenson , Chief Transformation Officer, BPM     Okorie Ramsey , VP, Sarbanes / Oxley (SOX), Kaiser P...

Topics include:   DC and profession news   Technical updates   P ersonal 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