Strategic planning strategies and a profession update

Update: 2025-05-08

Description

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

Comments

In Channel

Technology landscape update and year-end tax and financial planning

2025-11-0601:00:43

Special Edition: Government shutdown state of play

2025-10-3019:22

Federal shutdown state of play and AICPA Council highlights

2025-10-2301:02:00

Special Edition: Government shutdown update

2025-10-1601:00:48

Federal shutdown, IRS changes and the state of digital assets in accounting

2025-10-0901:01:48

Shutdown watch, economic outlook and benchmarking for firms

2025-09-2501:02:06

DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next

2025-09-1101:02:00

IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood

2025-08-2101:02:18

DC updates, hiring insights and better tax season planning

2025-08-0701:01:55

IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance

2025-07-2401:01:17

Special Edition: Key Tax Law Changes You Need to Know

2025-07-1401:00:56

Tax legislation breakdown, research tools and what's next

2025-07-1001:02:23

Tax bill status, small firm opportunities and the transformation economy

2025-06-2601:02:02

Live from ENGAGE: Exploring the latest issues impacting the profession

2025-06-1001:01:28

House budget bill, payment transformation and CPA licensure

2025-05-2201:00:39

Strategic planning strategies and a profession update

2025-05-0801:02:06

A new era for CAS + post-tax season planning

2025-04-2401:01:09

Tariffs, not-for-profits, BOI and ERC

2025-04-0301:02:27

Simplification strategies and an economic outlook

2025-03-2001:01:26

Former IRS Commissioner, Top 100 firms report preview and BOI news

2025-02-2701:01:20

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Strategic planning strategies and a profession update

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Strategic planning strategies and a profession update

AICPA Town Halls

Strategic planning strategies and a profession update