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...
Topics include: Tax season & IRS update DC and profession news and analysis First quarter planning for a successful 2024 Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Erin Collins, National Taxpayer Advocate, IRS Kimberly Ellison-Taylor, Founder and CEO, KET Solutions...
Topics include: DC and profession news and analysis Technical updates Decision-making during high-stress and high-productivity demands Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Alex Dorr, VP, People Evolution, Reality Based Leadership...
Topics include: DC and profession news and analysis Tax legislation Technical updates Small firm practitioner tax discussion Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Nicole Davis, Founder, Butler Davis Tax & Accounting...
Topics include: DC and profession news and analysis Technical updates 2023 reflections and strategies for 2024 Speakers: Barry Melancon President and CEO, AICPA Erik Asgeirsson President and CEO, CPA.com Mark Peterson EVP, Advocacy, AICPA Lisa Simpson VP, Firm Services, AICPA Jeffrey Weiner Chairman and CEO, Marcum...
Topics include: DC and profession news and analysis Technical updates and breaking ERC news 2024 small business impacts and forecast BOI reporting risk and liability 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 Stan Sterna, VP, Professional Firms, Aon Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA...
Topics include: DC and profession news Technical updates Discussion on innovation, transformation and evolving business models Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente...
Topics include: DC and profession news Technical updates Personal financial planning (PFP) strategies & tax advisory Year-end PFP update Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Finance Planning, AICPA Adam Holt, CEO and Founder, Asset-Map...
Topics include: Economic forecast DC and profession news Cybersecurity & .CPA discussion Technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Steve Liesman, Senior Economics Reporter, CNBC Johnathan Dixon, Senior Advisor, US Department of Treasury Randy Johnston, CEO and Co-founder, NMGI, EVP, K2 Enterprises Chris Cromer, Director of Operations, CPA.com...
Topics include: DC and profession news Technical updates Updates on system of quality management standards (SQMS) and audits Tech practice aid and risk assessment Employee retention credit (ERC) news Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Jennifer Burns, Chief Auditor, AICPA Jan Lewis, Partner, Haddox Reid...
Topics include: DC and profession news Technical updates Practical applications of generative AI for accounting & finance PCPS resources to help firms right-size their client base Speakers: Erik Asgeirsson, president and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kacee Johnson, VP, Strategy & Innovation, CPA.com Jason Staats, Founder, Realize Carrie Steffen, Co-founder & President, The Whetstone Group...
Topics include: Employee Retention Credit (ERC) update Technical updates Trends in firm mergers and acquisitions and private equity activity CPA Evolution and talent pipeline Speakers: Erik Asgeirsson, president and CEO, CPA.com Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Allan Koltin, CEO, Koltin Consulting Group Mike Decker, VP, Examinations, AICPA...
Topics include: DC and profession news Technical updates ERC strategies Hierarchy of value Speakers: Michael Cerami, EVP-Strategic Alliances, Business Development and Communications, CPA.com Rachel Dresen, senior director of congressional and political affairs of the AICPA April Walker, lead manager, Tax Practice & Ethics, AICPA Dan Chodan, partner, Trout CPA Ron Baker, author and founder, VeraSage Institute...
Topics include: DC and profession news Technical updates Debt limit and U.S. economy Strategies to drive small firm success Speakers: Barry Melancon, president and CEO of the AICPA Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Michael Faulkender, former Asst. Secretary of the Treasury Orumé Hays, founder and managing director, Hays CPA, and chair of the PCPS practice management committee...
Topics include: A research-driven exploration of demographics and how shifts impact the talent pipeline DC and profession news Technical updates A professional liability strategy update from Aon Speakers: Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Rachel Dresen, senior director of congressional and political affairs of the AICPA Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School Stan Sterna, VP,...
Topics include: A practitioner discussion on transforming practices through technology and culture DC and profession news Technical updates Speakers: Barry Melancon, president and CEO of the AICPA Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Avani Desai, CEO of Schellman John Sensiba, managing partner at Sensiba...
Topics include: • DC and profession news • Technical developments • Beneficial ownership information reporting • The top 5 small business economic trends Speakers: • Erik Asgeirsson, president and CEO of CPA.com • Rachel Dresen, director of congressional and political affairs of the AICPA • Melanie Lauridsen, director of tax practice and ethics of the AICPA • Gene Marks, president of the Marks Group
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...
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
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 Manager, CPA Evolution, AICPA Angela Ho, Chief Compliance Officer, OceanFirst Bank Patrick Chong, Prin...
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-in-chief, Accounting Today...
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, Allinial Global...
Topics Latest 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...
Topics DC and profession update Technical developments Small firm update Secure Act 2.0 analysis including upcoming deadlines 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 Carl Peterson, VP, Small Firm Interests, AICPA Zachary Keep, Manager-Compliance Risk, Paychex,...
Topics DC and profession developments Technical updates Tax and IRS debrief Personal financial planning strategies 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...
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...
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 , Technical Director, Center for Plain English Accounting, AICPA CPEA Jennifer Burns, Chief Auditor, AICPA...
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 Interests, AICPA Kari Hipsak , Sr. Manager, Firm Services, AICPA Stan Sterna , VP, AON Sarah Ference , Risk Control ...
