AICPA & CIMA
AICPA Town Hall
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP forgiveness.
Author
AICPA & CIMA
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
The shift to advisory and new AI tax research insights — July 9 09.07.2026 1:01:47
In this week's AICPA Town Hall, CPA.com's Erik Asgeirsson was joined by CPA.com's Brandon Allfrey and Blue J CEO Ben Alarie to share insights into AI-powered tax research. AICPA's Erin Hartman was also joined by Chet Buchman of Swindoll, Janzen, Hawk & Lloyd to discuss practical strategies for moving from compliance to advisory. The Town Hall also covered the latest DC and technical updates...
Rise2040: Shaping the future of accounting and finance — June 25 25.06.2026 1:00:58
In this week's #AICPATownHall, CPA.com's Erik Asgeirsson is joined by The Marks Group's Gene Marks to discuss the economic outlook for firms and small businesses, while AICPA's Lisa Simpson joins AICPA's Tom Hood to dive into the new Rise 2040 initiative and the future of the profession. Plus, catch up on the latest DC and technical updates you rely on.
Trends around the profession (live from ENGAGE) – June 8 08.06.2026 1:17:01
During the June 8 #AICPATownHall, broadcast live from ENGAGE, CPA.com's Erik Asgeirsson joined AICPA's Mark Koziel, Susan Coffey, Lisa Simpson, and newly appointed AICPA Chair Jan Lewis to discuss the latest trends, challenges, and opportunities shaping the future of accounting. The conversation explored key developments impacting firms and the profession, along with insights from accounting leade...
Tech & marketplace leadership discussion and firm-level change management 28.05.2026 1:02:10
During the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundation s for growth. Plus, the latest DC and technical upates you rely on. Topics include: DC Update Technology & marketplac...
Tax transformation and intentional growth and culture strategies 07.05.2026 1:01:55
In this week's AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com's Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.
Audit transformation and post-tax season planning opportunities 23.04.2026 1:01:20
During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus,...
Profession update, AI in focus and internal controls in a GenAI World 09.04.2026 1:01:40
In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world . Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season ....
Unleashing simplicity and risk management insights 26.03.2026 1:00:42
In this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon 's risk consultant, Nicole Graham and CNA Insurance 's risk control director, Sarah Ference . Plus , you'll get the latest DC and technical updates you rely on to get through busy season .
Top 100 Firms report insights and small firms update 05.03.2026 1:02:30
This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season . Topics include: DC update Latest technical guidance Top 100 Firms report insights Small firms update Speakers: Erik Asgeirsson , P...
State advocacy and cyber considerations in the AI era 19.02.2026 1:02:20
The Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on. Topics include: Profession update DC update Latest technical guidance State advocacy Cyber risk in the AI era Speakers: Michael Cerami, EVP, CPA.com Mark Koziel, CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen...
Strategies for firm growth and beating burnout 05.02.2026 1:01:21
The Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on. Topics include: DC update Strategies for firm transformation Latest technical guidance Spotting and preventi...
Digital asset reporting and technical updates ahead of busy season 22.01.2026 1:01:59
The Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know. Topics include: Digital asset reporting DC update Latest technical guidance AI...
2026 IRS outlook and a discussion on tax and financial planning 08.01.2026 1:01:53
During the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and technical updates you need to know.
Economic update with Marci Rossell and 2026 predictions 18.12.2025 1:02:40
During the Dec. 18 AICPA Town Hall, we heard an economic update with reflections from 2025 and predictions leading into 2026. Plus, we dove into discussions around cybersecurity, the latest out of DC and the technical updates you need to know.
Insights from the Digital CPA conference, profession update and evolving AI trends 09.12.2025 1:01:57
The Dec. 9 AICPA Town Hall aired live from the Digital CPA conference. Listen now to hear the latest tech and innovation-focused insights from DCPA, a profession update and a discussion around rethinking AI capabilities for firm workflows. You'll also hear the latest DC and technical updates you need to know.
Audit practice evolution and addictive leadership 20.11.2025 1:00:44
The Nov. 20 episode features the latest DC and technical updates. Plus, hear a discussion on audit practice evolution and standards changes, as well as expert insights into how to revolutionize your leadership, challenge your comfort zone and unlock potential in yourself and your team. Topics include: DC update Latest technical guidance Practice evolution and audit transformation Leadership less...
Technology landscape update and year-end tax and financial planning 06.11.2025 1:00:43
The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we'll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.
Special Edition: Government shutdown state of play 30.10.2025 19:22
In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, break down the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.
Federal shutdown state of play and AICPA Council highlights 23.10.2025 1:02:00
Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms
Special Edition: Government shutdown update 16.10.2025 1:00:48
A special edition AICPA Town Hall focused on the government shutdown. Speakers: · Lisa Simpson, VP – Firm Services, AICPA · Mark Peterson, EVP – Advocacy, AICPA · Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA · Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA · Dan Noll, VP, Financial Reporting & Audit Quality, AICPA · ...
Federal shutdown, IRS changes and the state of digital assets in accounting 09.10.2025 1:01:48
Topics include: Federal shutdown update Tariff and trade updates Exploring the evolving digital assets accounting landscape Latest technical guidance Speakers: Erik Asgeirsson , President & CEO, CPA.com Mark Koziel , President & CEO, AICPA Mark Peterson , EVP, Advocacy , AICPA Lisa Simpson , VP, Firm Services, AICPA Ami Beers , Senior Director, Assurance and Advisory Innovation...
Shutdown watch, economic outlook and benchmarking for firms 25.09.2025 1:02:06
Topics: Key DC updates An economic outlook for the rest of 2025 Technical updates Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey Speakers: Erik Asgeirsson , President & CEO, CPA.com Mark Peterson , EVP, Advocacy, AICPA Lisa Simpson , VP, Firm Services, AICPA Melanie Lauridsen , VP, Tax Policy & Advocacy, AICPA Erin Hartman , Senior Manager, Firm Serv...
DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next 11.09.2025 1:02:00
Topics include: Key DC updates AI, tech and transformation trends in accounting Technical updates Speakers: Erik Asgeirsson , President & CEO, CPA.com Mark Koziel , President & CEO, AICPA Lisa Simpson , VP, Firm Services, AICPA Rachel Dresen , Senior Director of Congressional & Political Affairs, AICPA Sarah Ference, Risk Control Director, Accountants, CNA Insurance Nicole...
IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood 21.08.2025 1:02:18
Topics include: Key DC and t echnical updates IRS modernization efforts The shifting role of the CFO Speakers: Michael Cerami , EVP , CPA.com Lisa Simpson , VP, Firm Services, AICPA Mark Peterson , EVP , Advocacy, AICPA Tom Hood , EVP, Business Growth and Engagement , AICPA Melanie Lauridsen , VP, Tax Policy & Advocacy, AICPA Daniel Werfel , Former Commissioner , IRS
DC updates, hiring insights and better tax season planning 07.08.2025 1:01:55
Topics include: Key DC and t echnical updates Current hiring trends and what they mean for your firm or business Changes that firms can make now to improve next year's tax season Speakers: Michael Cerami , EVP , CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen , Senior Director of Congressional & Political Affairs, AICPA Erin Hartma n, Senior Manager, Firm Services...
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