AICPA & CIMA

AICPA Town Hall

Business EN ↓ 157 episodes

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

Business

Podcast website

townhall.libsyn.com

Latest episode

Jul 9, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Building trust through quality 18.07.2024

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...

Strategies to accelerate small firm growth 27.06.2024

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...

Live from ENGAGE with firm leadership strategies and more 05.06.2024

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...

State legislative wrap up 23.05.2024

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...

Examining the Small Business Environment 09.05.2024

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...

Hiring and retention trends in the profession 25.04.2024

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...

Manage tax late-season client challenges 04.04.2024

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  

Tax season practitioner discussion 21.03.2024

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  ...

Top Firms report and growth trends 29.02.2024

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...

Insider insight from National Taxpayer Advocate 15.02.2024

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  

Avoiding burnout during busy season plus the latest from DC 01.02.2024

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  

Tax season strategies for success 18.01.2024

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  

Firm management strategies for 2024 04.01.2024

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

Looking ahead to 2024 21.12.2023

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...

Live from DCPA: innovation, transformation and evolving business models 05.12.2023

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...

PFP and tax advisory strategies 16.11.2023

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  

Economic forecast, BOI and cybersecurity 02.11.2023

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...

The latest ERC and quality management standards 19.10.2023

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...

The impact of generative AI 05.10.2023

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...

Important ERC update and more 21.09.2023

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...

Identifying the value in value-based pricing 07.09.2023

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...

Small firm strategies for success and dealing with the debt limit 24.08.2023

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...

Examination of demographics and the talent pipeline 10.08.2023

  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...

Discussion on transformation through AI and leadership culture 28.07.2023

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  

Beneficial ownership information reporting 13.07.2023

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...

Listen to the AICPA Town Hall podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.