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AICPA Town Hall

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.

Tracks

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 
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 
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 
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 
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 
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  
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
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  
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
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
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
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     
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,
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
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   
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 
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 
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   
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 
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
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
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 
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    
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   
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
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 
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
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
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    
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     
61:02 7/22/22