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.
Important ERC update and more
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
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60:02 | 9/21/23 | |
Identifying the value in value-based pricing
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
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59:09 | 9/7/23 | |
Small firm strategies for success and dealing with the debt limit
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
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60:14 | 8/24/23 | |
Examination of demographics and the talent pipeline
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, professional firms of Aon Sarah Ference, risk control director, professional services, CNA
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59:37 | 8/10/23 | |
Discussion on transformation through AI and leadership culture
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
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60:13 | 7/28/23 | |
Beneficial ownership information reporting
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
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60:17 | 7/13/23 | |
DC and profession news, plus innovation and AI
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
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61:33 | 6/22/23 | |
Innovation, leadership and profession updates
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
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59:18 | 6/6/23 | |
Economic forecast by CNBC's Steve Liesman
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, Principal Accounting Officer, OceanFirst Bank
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61:10 | 5/18/23 | |
Pipeline Acceleration Plan and Fastest Growing Firms
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
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61:43 | 5/4/23 | |
Chat GPT and the accounting profession
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
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60:45 | 4/20/23 | |
Conversation with the IRS National Taxpayer Advocate
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
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60:13 | 4/7/23 | |
Extended DC update and Secure Act 2.0
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,
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60:08 | 3/23/23 | |
Tax and IRS debrief, plus personal financial planning strategies
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
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60:04 | 3/3/23 | |
DC updates and managing clients impacted by Sec.174 R&E
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
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62:05 | 2/16/23 | |
Latest Technical Updates and Current State of Private Company Reporting
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
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58:34 | 2/2/23 | |
AICPA’s 8-point human capital pipeline plan
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 Director, CNA Insurance
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59:42 | 1/19/23 | |
Perspectives on busy tax season planning
Topics DC and profession developments Technical updates Practitioner discussion on planning for the busy tax season Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP-Firm Services, AICPA Mark Peterson, EVP-Advocacy, AICPA Carla McCall, Managing Partner, AAFCPAs
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61:31 | 1/5/23 | |
The 2023 economic forecast
Topics DC and profession developments Technical updates Employment strategies and trends 2023 economic projections. Speakers Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Marci Rossell, Chief Economist, CNBC Steve Saah, Executive Director, Finance & Accounting, Robert Half
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60:59 | 12/15/22 | |
The AICPA Town Hall Live from DCPA
Topics DC and profession update Technical Updates CPA pipeline and management accounting evolution Small firm CEO will share his experience running a small firm that was acquired by a large firm, plus discuss progressive advisory services Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Jody Grunden, Co-Founder and CEO, Summit CPA Group Anoop Mehta, AICPA Chair & Chief Strategist, Analytical Mechanics Associates Ron Quaranta, Chairman, Wall Street Blockchain Alliance
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61:17 | 12/6/22 | |
Breakdown of the U.S. midterm results
Topics DC & profession developments and including a breakdown of the U.S. midterm results Technical updates Discussion with tax task force members led by April Walker CFO-led conversation on the future of finance with Tom Hood Speakers Erik Asgeirsson, President, and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Tom Hood, EVP, Business Growth and Engagement, AICPA Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA Damien Martin, Regional Industry Leader, ORVIS Private Client Nicole Davis, Founder and CEO, Butler-Davis Nancy Furr, CFO at Ted's Montana Grill
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61:33 | 11/17/22 | |
Updates to the DOL independence guidance for employee benefit plans
Topics Act like an employee and think like a CEO to produce tangible results The latest updates to the DOL independence guidance for employee benefit plans DC and a profession update. Technical updates. Speakers Erik Asgeirsson, president, and CEO, CPA.com Mark Peterson, EVP, advocacy, AICPA Kari Hipsak, Sr. manager firm services at AICPA Toni Lee-Andrews, director of professional ethics, AICPA Simon T. Bailey, leadership expert and former Disney executive
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62:08 | 11/3/22 | |
AICPA Town Hall Live from Council
Topics: Update from AICPA Fall Council with Calvin Harris DC and Profession update Work transformation strategies Speakers: Erik Asgeirsson, president and CEO, CPA.com Barry Melancon, president and CEO, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Calvin Harris, CEO, New York State Society of CPAs
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61:37 | 10/20/22 | |
The CPA pipeline and changes to the exam
On this AICPA Town Hall, Erik Asgeirsson, CEO, CPA.com, was joined by Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA who provided an overview of the potential year-end tax bill. Lisa Simpson, VP, Firm Services, AICPA, provided technical updates. Susan Coffey, AICPA CEO of Public Accounting, moderated a discussion with PCC Chair Candy Wright. And Mike Decker, AICPA VP of CPA Examination and Pipeline, joined Susan and Lisa to share the latest on the pipeline and upcoming changes to the CPA Exam. Speakers: Erik Asgeirsson, CEO, CPA.com Susan Coffey, CFO, Public Accounting, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Mike Decker, VP, Examinations, AICPA Candy Wright, PCC Chair
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61:29 | 10/6/22 | |
Special Edition AICPA Town Hall: Tech Summit
The Special Edition AICPA Town Hall: Tech Summit provides a view into the emerging technology landscape and how it’s transforming public and management accounting. The broadcast features expert insights focused on innovative technology solutions across practice areas, including: Tax automation and outsourcing CAS (client advisory services) AI-enabled solutions Emerging areas, such as digital asset management and crypto tax reporting Advancements in A&A technologies Speakers Erik Asgeirsson, president and CEO, CPA.com Tom Hood, EVP, Business Engagement & Growth, AICPA Dave Wyle, president and CEO, SurePrep Tyler Hogge, SVP, Product, Bill.com/Divvy Kinga Bosse, CFO, Lukka Jim Bourke, managing director, Advisory Services, Withum
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58:27 | 9/29/22 | |
Emerging trends in tech and business with Nancy Giordano
Topics Emerging trends in tech and business Latest DC and profession developments Technical updates you need to know Accounting and auditing implications of digital assets Speakers Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Di Krupica, lead manager, Emerging Assurance Technology, AICPA Nancy Giordano, stategic futurist, New York Times Best Selling Author
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59:07 | 9/22/22 | |
Economic forecast with CNBC Chief Economist Marci Rossell
Topics: Economic forecast, the latest on inflation and market trends. Latest DC and profession developments and what’s on the radar as head into mid-terms and a lame duck session. Technical and tax updates related to the Inflation Reduction Act, K2/K3 guidance, IRS backlog, student debt forgiveness, the virtual currency question and more. Presenters: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Lisa Simpson, VP, Firm Services, AICPA Ed Karl, VP, Taxation, AICPA Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA Marci Rossell, Chief Economist, CNBC
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60:50 | 9/8/22 | |
AICPA Town Hall - August 25, 2022
Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA James R. Dennis, Principal, Rock Creek Counsel Kari Hipsak, Sr. Manager-Firm Services, AICPA Carl Peterson, VP-Small Firms, AICPA Topics: Extended DC and Profession Update Inflation Reduction Act Overview Technical Updates Carl’s Corner, Top Firm Issues
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59:42 | 8/26/22 | |
AICPA Town Hall Series - August 4
Presenters: Erik Asgeirsson Lauren Pfingstag Kari Hipsak Stan Sterna Sarah Ference Topics: 1. Profession & DC Update and the reconciliation bill 2. Technical updates on the SBA audit requirements 3. Managing risk in your practice
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60:27 | 8/5/22 | |
AICPA Town Hall - July 21, 2022
Presenters: Erik Asgeirsson Lisa Simpson Barry Melancon Edward Karl Gary Wood Topics: 1. Profession & DC Update, latest on reconciliation bill and ESG developments 2. Tax/IRS update including backlog, ERC and K2/K3 status 3. Practitioner discussion on business model strategies
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61:02 | 7/22/22 |