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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.
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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.
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.
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
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 · Jason Brodmerkel, Sr. Manager – Accounting Standards, AICPA · Stephanie Otero, VP, Small Firm Advocate, AICPA · Sue Hicks, Director, Employee Benefit Plan Auditing & Accounting, AICPA
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, AICPA Ron Quaranta, Founder & Chairman, Wall Street Blockchain Alliance
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 Services – Public Accounting, AICPA Marci Rossell, Expert Economic Adviser
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 Graham, Risk Consultant, Aon
Topics include: Key DC and technical 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
Topics include: Key DC and technical 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 Hartman, Senior Manager, Firm Services - PCPS, AICPA Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs
Topics include: Tax law decoded: What's changing and how the IRS will apply it Firm governance: Practical ideas to support adaptability and long-term growth Key DC and technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA Terry Lemons, former Communications and Liaison Chief, IRS Sarah Johnson Dobek, Founder & President, Inovautus Consulting Gary Thomson, Founder, Thomson Consulting
Speakers Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Jan Lewis, Partner, BMSS Advisors & CPAs, AICPA Topics DC update H.R. 1: Key tax law provisions Beyond the law: Implementation Communicating with your clients
Topics include: Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Gallegos, Partner, Porte Brown Accountants and Advisors Robert Keebler, Partner, Keebler & Associates
Topics include: Top news from DC The latest technical updates Small firm opportunities Transformation economy Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Ed Kless, Co-founder, THRESHOLD
Topics include: AI in accounting and finance Firm business model trends and strategies Audit and assurance update Pipeline trends and news Top news from DC The latest technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lexy Kessler, Chair, AICPA
Topics include: DC update: Latest developments from Capitol Hill and their potential impact CPA licensure: Examining CPA different models and the talent pipeline Technical update: Actionable guidance for your practice Payment transformation: Insights into digital transformation in the office of CFO and small business Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Daniel J. Dustin, President and CEO, NASBA René Lacerte, CEO, BILL
Topics include: DC update: Latest developments from Capitol Hill and their potential impact. Profession update: Insights from AICPA CEO. Technical update: Actionable guidance for your practice. Strategic planning: Actionable tips and resources to support business model transformation. Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kassi Rushing, Owner, Kassi Rushing Consulting
Topics include: DC update: Latest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning A new era of CAS: Impacts of SSARS 27 on advisory services Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services, AICPA Dan Snyder, Senior Manager, Personal Financial Planning, AICPA Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com Mike Westervelt, Chair, AICPA Accounting and Review Services Committee Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC
Topics include: DC update: Latest news from Capitol Hill Small business environment: Market trends and SMB outlook Technical update: What you need to know to finish out busy season Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA Gene Marks, President, The Marks Group
Topics include: DC update: Latest news from Capitol Hill Economic forecast: An outlook on the markets heading into the second quarter Technical update: What you need to know to navigate busy season Calming the chaos: Insights into the psychology of chaos and how to reduce it Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA Marci Rossell, Expert economic forecaster Lisa Bodell, Founder and CEO, FutureThink
Topics include: DC update: Latest news on bills, budgets, and BOI from Capitol Hill Technical update: What you need to know to navigate busy season Top Firms Report: Insights from fastest growing firms & Top 100 report Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, Editor-in-Chief, Accounting Today Charles Rettig, Former Commissioner, IRS
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