AICPA Town Hall

Topics  include:   Economic forecast   DC and profession news   Cybersecurity & .CPA discussion   T echnical updates     Speakers :     Barry Melancon , President and CEO, AICPA    Erik Asgeirsson , P resident and CEO, CPA.com   Lisa Simpson , VP, F irm S ervices , AICPA   Steve Lie s man , S enior E conomics R eporter , CNBC     Johnathan Dixon, Senior Advisor, US Department of Treasury Randy Joh...

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 Adv...

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...

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...

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, a...

Topics include:   D C 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 di...

  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...

Topics  include:   A practitioner discussion on transform i n g practices through technology and culture   DC and profession news     T echnical 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 Mar...

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 Mana...

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-i...

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...

Topics     L atest 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 u pcoming d eadlines 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    Car l Peterson, VP, Small Firm Interests , AICPA   Zachary Keep, M...

Topics    DC and profession developments   Technical updates   Tax and IRS debrief   Personal f inancial p lanning s trategies         Speakers    Erik Asgeirsson , President and CEO, CPA.com       Lisa Simpson , VP, Firm Services, AICPA    Edward Karl , VP, Taxation, AICPA   Dan Snyder , Director , Personal Financial Planning , AICPA   Tom Hood, EVP, Business Growth and Engagement, AICPA

  Topics    DC and profession developments     Managing clients impacted by Sec. 174 R&D of the Tax Cuts and Jobs Act       Speakers    Barry Melancon, President and CEO, AICPA     Erik Asgeirsson, President and CEO, CPA.com       Lisa Simpson, VP, Firm Services, AICPA    Mark Peterson, EVP-Advocacy at AICPA   Chris Wittich , Partner at Boyum Barenscheer    

Topics    DC and profession developments   Technical updates   The latest update on the state of private company financial reporting   Risks and cautions based on the 2023 economic predictions       Speakers    Erik Asgeirsson, President and CEO, CPA.com       Lisa Simpson, VP, Firm Services, AICPA    Rachel Dresen, Director of Congressional and Political Affairs, AICPA   Thomas Groskopf , Technic...

Topics: Latest DC and profession developments Technical updates AICPA's 8-point human capital pipeline plan Assessment on the latest in risk management and client engagement Small firm strategies ahead of tax season    Speakers: Erik Asgeirsson , President and CEO, CPA.com     Susan Coffey , CEO, Public Accounting, AICPA   Mark Peterson , EVP, Advocacy, AICPA   Carl Peterson , VP, Small Firm Inter...

Topics DC and profession developments   Technical updates   Practitioner discussion on planning for the busy tax season   Speakers     Barry Melancon , President and CEO, AICPA   Erik Asgeirsson , President and CEO, CPA.com     Lisa Simpson , VP-Firm Services, AICPA   Mark Peterson , EVP-Advocacy, AICPA   Carla McCall , Managing Partner, AAFCPAs    

Topics     DC and profession developments   Technical updates   Employment strategies and trends   2023 economic projections.     Speakers     Erik Asgeirsson, President and CEO, CPA.com       Lisa Simpson, VP, Firm Services, AICPA   Mark Peterson, EVP, Advocacy, AICPA   Marci Rossell, Chief Economist, CNBC   Steve Saah, Executive Director, Finance & Accounting, Robert Half  

Topics   DC and profession update Technical Updates  CPA pipeline and management accounting evolution Small firm CEO will share his experience running a small firm that was acquired by a large firm, plus discuss progressive advisory services Speakers   Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com   Lisa Simpson, VP, Firm Services, AICPA  Jody Grunden, Co-Fou...

Topics    DC & profession developments and including a breakdown of the U.S. midterm results   Technical updates   Discussion with tax task force members  led by April Walker   CFO-led conversation on the future of finance with Tom Hood     Speakers    Erik Asgeirsson, President, and CEO, CPA.com     Lisa Simpson, VP, Firm Services, AICPA    Tom Hood , EVP, Business Growth and Engagement, AICPA  ...

Topics     Act like an employee and think like a CEO to produce tangible results   The latest updates to the DOL independence guidance for employee benefit plans   DC and a profession update.   Technical updates.     Speakers     Erik Asgeirsson, president, and CEO, CPA.com      Mark Peterson, EVP, advocacy, AICPA     Kari Hipsak, Sr. manager firm services at AICPA   Toni Lee-Andrews, director of...