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...
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 Ser...
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, C...
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, Futu...
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...
Topics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member...
Topics include: DC update: Impacts of the first 10 days of the new administration Risk management strategies: Minimize scope creep and billing risks AI and tax: Ways you should be using AI in your tax practice if you’re not already Technical updates: Essential IRS news and resources for busy season Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy and Adv...
Topics include: BOI news DC and profession update Tax season and financial planning Key technical updates Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA...
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 regu...
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 ...
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...
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...
