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

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Episodes

DC and profession news, plus innovation and AI 22.06.2023

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

Innovation, leadership and profession updates 06.06.2023

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  

Economic forecast by CNBC's Steve Liesman 18.05.2023

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...

Pipeline Acceleration Plan and Fastest Growing Firms 04.05.2023

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...

Chat GPT and the accounting profession 20.04.2023

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...

Conversation with the IRS National Taxpayer Advocate 07.04.2023

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      

Extended DC update and Secure Act 2.0 23.03.2023

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...

Tax and IRS debrief, plus personal financial planning strategies 03.03.2023

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

DC updates and managing clients impacted by Sec.174 R&E 16.02.2023

  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    

Latest Technical Updates and Current State of Private Company Reporting 02.02.2023

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...

AICPA's 8-point human capital pipeline plan 19.01.2023

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...

Perspectives on busy tax season planning 05.01.2023

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    

The 2023 economic forecast 15.12.2022

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  

The AICPA Town Hall Live from DCPA 06.12.2022

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...

Breakdown of the U.S. midterm results 17.11.2022

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  ...

Updates to the DOL independence guidance for employee benefit plans 03.11.2022

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...

AICPA Town Hall Live from Council 20.10.2022

Topics: Update from AICPA Fall Council with Calvin Harris DC and Profession update Work transformation strategies 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    

The CPA pipeline and changes to the exam 06.10.2022

On this AICPA Town Hall,  Erik Asgeirsson , CEO, CPA.com , was joined by Lauren Pfingstag , Director of Congressional and Political Affairs, AICPA who provided an overview of the potential year-end tax bill . Lisa Simpson , VP, Firm Services, AICPA , provided technical updates. Susan Coffey, AICPA CEO of Public Accounting, moderated a discussion with PCC Chair Candy Wright. And Mike Decker, AICPA...

Special Edition AICPA Town Hall: Tech Summit 29.09.2022

The Special Edition AICPA Town Hall: Tech Summit provides a view into the emerging technology landscape and how it's transforming public and management accounting. The broadcast features expert insights focused on innovative technology solutions across practice areas, including:   Tax automation and outsourcing CAS (client advisory services) AI-enabled solutions Emerging areas, such as digital ass...

Emerging trends in tech and business with Nancy Giordano 22.09.2022

Topics Emerging trends in tech and business    Latest DC and profession developments   Technical updates you need to know   Accounting and auditing implications of digital assets     Speakers   Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com   Mark Peterson , EVP Advocacy, AICPA   Lisa Simpson , VP, Firm Services, AICPA   Di Krupica, lead manager, Emerging...

Economic forecast with CNBC Chief Economist Marci Rossell 08.09.2022

Topics:  Economic forecast, the latest on inflation and market trends. Latest DC and profession developments and what's on the radar as head into mid-terms and a lame duck session.   Technical and tax updates related to the Inflation Reduction Act, K2/K3 guidance, IRS backlog, student debt forgiveness, the virtual currency question and more. Presenters:  Michael Cerami, EVP, Strategic Alliances, B...

AICPA Town Hall - August 25, 2022 26.08.2022

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

AICPA Town Hall Series - August 4 05.08.2022

Presenters: Erik Asgeirsson   Lauren Pfingstag   Kari Hipsak Stan Sterna   Sarah Ference Topics: 1. Profession & DC Update and the reconciliation bill 2. T echnical updates on the SBA audit requirements 3. Managing risk in your practice    

AICPA Town Hall - July 21, 2022 22.07.2022

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     

AICPA Town Hall - July 7, 2022 08.07.2022

Presenters:   Erik Asgeirsson   Mark Peterson   Lisa Simpson   Ron Baker   DC/Profession Update –  Bipartisan competitiveness package of reconciliation   Implications on other bipartisan bills   Retirement package, data privacy bill, crypto regulation bill at risk   IRS Service Technical Updates  New e-file requirements & fingerprinting PPP accounting Subscription Economy & Business Models with Ro...

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