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AICPA Town Hall

Author: AICPA & CIMA

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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.
118 Episodes
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Topics include:  BOI news  DC and profession update   2025 economic outlook  Key technical updates     Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Marci Rossell, expert economic forecaster  
Topics include:  DC and profession update   Talent pipeline   AI trends and impacts on critical infrastructure  Evolving technology trends across the profession   Key technical updates  Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA  Lexy Kessler, Vice Chairman, AICPA  Avani Desai, CEO, Schellman  Pascal Finette, Co-founder, be radical  
Topics include:  DC and profession update   Changing Psychology of Influence  Audit transformation  Key technical updates     Speakers:   Erik Asgeirsson, 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, Director, Audit Transformation and Training, AAFCPAs  Henna Pryor, Workplace Performance Expert, Pryority Group 
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. federal elections and their implications for the finance and accounting profession, future tax policy, and regulatory changes. Mark Peterson leads an in-depth discussion on the anticipated shifts in Washington, exploring how new leadership could impact tax legislation, the IRS, and regulatory bodies. We’re joined by Phil Lam from FinCEN, who provides critical insights on Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act, including what CPAs and firms need to know as the January 1st compliance deadline approaches. The episode also covers essential updates across the profession.      
Topics include:  DC and profession update   CPA pipeline and pathway discussion  Key technical updates     Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, 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 environment 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 Peterson, EVP, Advocacy, AICPA  Gene Marks, President, The Marks Group  Kim Blascoe, Senior Director, CAS Professional Services, CPA.com  Rob Henderson, Partner-in-Charge, Advisory, Windes 
Topics include:  DC and profession analysis  Tech and AI trends in accounting and finance  Key technical updates  Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA  Dan Hood, Editor-in-Chief, Accounting Today  Andrew Argue, CEO and Co-founder, Corvee 
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 Simpson, VP, Firm Services, AICPA  Marci Rossell, Expert Economic Forecaster  Sarah Ference, Risk Control Director, Professional Services, CNA Insurance  Stan Sterna, VP, Professional Firms, Aon 
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  State of SMBs and digital transformation  The latest technical updates  Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  René Lacerte, CEO and Founder, BILL 
Tune in to 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 building trust through quality  BOI reporting update  Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Wes Bricker, Global Assurance Leader, PwC US  
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, Chief Transformation Officer, BPM  Brian Davis, President & CEO, One Stop CPA 
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 and Growth, AICPA  Lisa Simpson, VP, Firm Services, AICPA 
State legislative wrap up

State legislative wrap up

2024-05-2301:01:32

Topics include:  Legislative update with profession analysis    The latest technical updates   State legislature 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 Policy & Advocacy, AICPA 
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, The Marks Group  Dan Snyder, Director, Personal Finance Planning, AICPA 
Topics include:  The latest from DC on pressing issues impacting the profession   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 Half 
Topics include:  The latest from DC on pressing issues impacting the profession   Technical updates  End of tax season risk alert    Speakers:   Barry Melancon, President and CEO, AICPA  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  Gary Wood, Partner, Compere Robinette CPAs  Erin Roche, Tax Partner, BPM 
Topics include:  Accounting Today Top Firms report findings and trends  National Pipeline 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 Krisher, Chairman and CEO, Maher Duessel
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