Episódios
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Topics include:
DC and profession update BOI discussion with FinCEN Key technical updatesSpeakers:
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, FinCENOn 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.
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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
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Estão a faltar episódios?
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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
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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
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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
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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
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Topics include:
"Chevron Deference" ruling Government funding Latest on BOI and ERCSpeakers:
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
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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
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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
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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
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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
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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
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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
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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
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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
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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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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
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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
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Topics include:
DC and profession news and analysis
Tax legislationTechnical 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
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