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TitreDateDurée
AI-driven transformation and considerations for auditors — Oct. 1515 Oct 202601:01:37

During the Oct. 15 AICPA Town Hall, CPA.com's Erik Asgeirsson was joined by Withum's Jim Bourke and CBIZ's Peter Scavuzzo for a tech discussion on emerging AI capabilities, accelerating transformation and how firms can adapt their business models to keep pace. Plus, AICPA's Carl Mayes and Jennifer Burns shared insights on how AI is being used across the audit process. Along with the latest DC and technical updates you need to know.

Topics include:

  • DC Update
  • AI considerations for auditors
  • Navigating AI-driven transformation
  • Technical update
Upskilling teams and protecting your firm from cyber risks — Oct. 101 Oct 202601:02:31

During the Oct. 1 AICPA Town Hall, CPA.com's Kim Blascoe and Baker Tilly's Angela MacPhee shared insights on upskilling teams to deliver advisory services. AICPA's Lisa Simpson, CNA's Sarah Ference and Aon's Nicole Graham kicked off Cybersecurity Awareness Month with real-world cyber and professional liability stories and steps firms can take to help prevent them. We also covered the latest DC and technical updates shaping the profession.

Executive Roundtable insights and business employment trends – Sept. 1717 Sep 202601:02:31

During the Sept. 17 Town Hall, CPA.com CEO Erik Asgeirsson and technology executive David Wyle shared key insights from the CPA.com and AICPA Executive Roundtable, including how AI is reshaping firm operations, value creation and collaboration across the technology ecosystem. Paychex CEO John Gibson also discussed business employment trends and the evolving labor market. The Town Hall also featured the latest DC and technical updates shaping the profession.

 

Leading beyond drama and what's next for finance – Sept. 303 Sep 202601:01:40

During the Sept. 3 AICPA Town Hall, Reality-Based Leadership's Alex Dorr shared his five-step framework for helping leaders navigate change, overcome resistance and move teams forward. AICPA's Lisa Simpson and Tom Hood also discussed the latest Future of Finance updates. The Town Hall also featured the latest DC and technical updates shaping the profession.

SQMS 1 readiness and building the profession's talent pipeline – Aug. 2020 Aug 202601:01:21

During the Aug. 20 AICPA Town Hall, CPA.com's Emily Remington and AICPA's Tim Kindem explored the SOQM landscape from a peer review perspective, including key considerations as firms move from risk assessment to monitoring, remediation, and peer review readiness. AICPA's Lisa Simpson and Lexi Weber also shared talent considerations for the profession. The Town Hall also featured the latest DC and technical updates shaping the profession.

Navigating CP53E notices, AI and emerging risk considerations — Aug. 606 Aug 202601:02:03

During the Aug. 6 AICPA Town Hall, AICPA's Mark Koziel shared an update on the CPA trust brand awareness campaign, while AICPA's Melanie Lauridsen and AICPA Chair Jan Lewis discussed CP53E notice updates. Melanie was also joined by CNA Insurance's Sarah Ference and Aon's Nicole Graham to discuss key risk considerations for firms, including the evolving impact of AI. The Town Hall also featured a profession update, and the latest DC and technical updates shaping the profession.

Leadership perspectives on banking landscape and AI – July 2323 Jul 202601:02:01

During the July 23 #AICPATownHall, CPA.com's Erik Asgeirsson and AICPA's Mark Koziel welcomed American Bankers Association President and CEO Rob Nichols for a leadership discussion on the current banking market outlook, state of fintech and AI in banking. We also covered a profession update and the latest DC and technical updates shaping the profession.

The shift to advisory and new AI tax research insights — July 909 Jul 202601:01:47

In this week's AICPA Town Hall, CPA.com's Erik Asgeirsson was joined by CPA.com's Brandon Allfrey and Blue J CEO Ben Alarie to discuss AI's impact on tax transformation. AICPA's Erin Hartman was also joined by Chet Buchman of Swindoll, Janzen, Hawk & Lloyd to discuss practical strategies for moving from compliance to advisory. The Town Hall also covered the latest DC and technical updates shaping the profession. 

Rise2040: Shaping the future of accounting and finance — June 2525 Jun 202601:00:58

In this week's #AICPATownHall, CPA.com's Erik Asgeirsson is joined by The Marks Group's Gene Marks to discuss the economic outlook for firms and small businesses, while AICPA's Lisa Simpson joins AICPA's Tom Hood to dive into the new Rise 2040 initiative and the future of the profession. Plus, catch up on the latest DC and technical updates you rely on.

Trends around the profession (live from ENGAGE) – June 808 Jun 202601:17:01

During the June 8 #AICPATownHall, broadcast live from ENGAGE, CPA.com's Erik Asgeirsson joined AICPA's Mark Koziel, Susan Coffey, Lisa Simpson, and newly appointed AICPA Chair Jan Lewis to discuss the latest trends, challenges, and opportunities shaping the future of accounting. The conversation explored key developments impacting firms and the profession, along with insights from accounting leadership on what lies ahead.

Tech & marketplace leadership discussion and firm-level change management28 May 202601:02:10

During the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundations for growth. Plus, the latest DC and technical upates you rely on.

Topics include: 

  • DC Update
  • Technology & marketplace leadership discussion
  • Practice evolution: Firm-level change management
  • Technical Update


Speakers:  

  • Erik Asgeirsson, President & CEO, CPA.com
  • Rachel Dresen, VP, Congressional and Political Affairs, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA 
  • Kim Blascoe, Senior Director, CAS Professional Services, CPA.com
  • Kelli Visser, CEO and Partner, Larson Gross
  • René Lacerte, CEO, BILL.com 
Tax transformation and intentional growth and culture strategies07 May 202601:01:55

In this week's AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com's Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.

Audit transformation and post-tax season planning opportunities23 Apr 202601:01:20

During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus, the latest technical updates from DC.

Profession update, AI in focus and internal controls in a GenAI World09 Apr 202601:01:40

In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season. 

Unleashing simplicity and risk management insights26 Mar 202601:00:42

In this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon's risk consultant, Nicole Graham and CNA Insurance's risk control director, Sarah Ference. Plus, you'll get the latest DC and technical updates you rely on to get through busy season.  

Top 100 Firms report insights and small firms update05 Mar 202601:02:30

This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season.  

Topics include: 

  • DC update
  • Latest technical guidance
  • Top 100 Firms report insights
  • Small firms update 

 Speakers: 

  • Erik Asgeirsson, President & CEO, CPA.com
  • Mark Peterson, EVP, Advocacy, AICPA 
  • Lisa Simpson, VP, Firm Services, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA 
  • Dan Hood, Editor-in-chief, Accounting Today
  • Stephanie Otero, VP, Small Firm Advocate, AICPA 
State advocacy and cyber considerations in the AI era19 Feb 202601:02:20

The Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on.

  Topics include:
  • Profession update
  • DC update
  • Latest technical guidance
  • State advocacy
  • Cyber risk in the AI era
  Speakers:
  • Michael Cerami, EVP, CPA.com
  • Mark Koziel, CEO, AICPA
  • Mark Peterson, EVP, Advocacy, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
  • James Cox, VP, State Advocacy & State Society Relations, AICPA
  • Avani Desai, CEO, Schellman
Strategies for firm growth and beating burnout05 Feb 202601:01:21

The Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on.

Topics include:

  • DC update
  • Strategies for firm transformation
  • Latest technical guidance
  • Spotting and preventing burnout
  • Profession Ready Initiative research and goals

Speakers: 

  • Erik Asgeirsson, President & CEO, CPA.com
  • Rachel Dresen, VP, Congressional & Political Affairs, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA 
  • Lexi Weber, Senior Manager, Emerging Professionals Initiatives, AICPA
  • Lauren Baptiste, Founder, Acheloa Wellness
  • Jeff Weiner, Former CEO, Marcum
  • Carl Mayes, VP, CPA Candidate Quality & Competency, AICPA
Digital asset reporting and technical updates ahead of busy season22 Jan 202601:01:59

The Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know.

Topics include:

  • Digital asset reporting
  • DC update
  • Latest technical guidance
  • AI models and predictions for 2026

Speakers: 

  • Erik Asgeirsson, President & CEO, CPA.com
  • Mark Peterson, EVP, Advocacy, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA 
  • Lisa Simpson, VP, Firm Services, AICPA
  • April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
  • Nik Fahrer, Blockchain & Digital Assets Practice Leader, Forvis Mazars
  • Jeff Seibert, Founder & CEO, Digits
2026 IRS outlook and a discussion on tax and financial planning08 Jan 202601:01:53

During the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and technical updates you need to know.

Economic update with Marci Rossell and 2026 predictions18 Dec 202501:02:40

During the Dec. 18 AICPA Town Hall, we heard an economic update with reflections from 2025 and predictions leading into 2026. Plus, we dove into discussions around cybersecurity, the latest out of DC and the technical updates you need to know.

Insights from the Digital CPA conference, profession update and evolving AI trends09 Dec 202501:01:57

The Dec. 9 AICPA Town Hall aired live from the Digital CPA conference. Listen now to hear the latest tech and innovation-focused insights from DCPA, a profession update and a discussion around rethinking AI capabilities for firm workflows. You'll also hear the latest DC and technical updates you need to know.

Audit practice evolution and addictive leadership20 Nov 202501:00:44

The Nov. 20 episode features the latest DC and technical updates. Plus, hear a discussion on audit practice evolution and standards changes, as well as expert insights into how to revolutionize your leadership, challenge your comfort zone and unlock potential in yourself and your team.

 

Topics include:

  • DC update
  • Latest technical guidance
  • Practice evolution and audit transformation
  • Leadership lessons from expert Michael Brody-Waite

Speakers: 

  • Michael Cerami, EVP, CPA.com
  • Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA
  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
  • Erin Hartman, Senior Manager, Firm Services, AICPA
  • Emily Remington, Director, Audit Product Management, CPA.com
  • Michael Brand, Member, BMSS Advisors & CPAs
  • Michael Brody-Waite, CEO, Addictive Leadership
Technology landscape update and year-end tax and financial planning06 Nov 202501:00:43

The Nov. 6 AICPA Town Hall episode covers latest around the government shutdown and the key technical updates you need to know. Plus, we'll dive into a conversation on year-end tax planning and the state of AI adoption across firms and finance.

Special Edition: Government shutdown state of play30 Oct 202500:19:22

In this special edition episode, Mark Peterson, AICPA EVP-Advocacy, and Melanie Lauridsen, AICPA VP-Tax Policy and Advocacy, break down the latest news from D.C. and provide key resources to help you and your clients navigate the uncertainty.

Federal shutdown state of play and AICPA Council highlights23 Oct 202501:02:00

Listen to this #AICPATownHall episode as AICPA CEO Mark Koziel returns to provide an update on key profession opportunities being discussed at the AICPA Fall Council meeting. Plus, we'll continue the conversation on the government shutdown and current state of the IRS, and dive into top issues for small firms

Special Edition: Government shutdown update16 Oct 202501:00:48

A special edition AICPA Town Hall focused on the government shutdown.

 

Speakers: 

·        Lisa Simpson, VP – Firm Services, AICPA

·        Mark Peterson, EVP – Advocacy, AICPA

·        Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA

·        Lindsey Kennimer, Sr. Director – Governmental Auditing & Accounting, AICPA

·        Dan Noll, VP, Financial Reporting & Audit Quality, AICPA

·        Jason Brodmerkel, Sr. Manager – Accounting Standards, AICPA

·        Stephanie Otero, VP, Small Firm Advocate, AICPA

·        Sue Hicks, Director, Employee Benefit Plan Auditing & Accounting, AICPA

Federal shutdown, IRS changes and the state of digital assets in accounting09 Oct 202501:01:48

Topics include: 

  • Federal shutdown update

  • Tariff and trade updates
  • Exploring the evolving digital assets accounting landscape 

  • Latest technical guidance 

 

Speakers:  

  • Erik Asgeirsson, President & CEO, CPA.com 

  • Mark Koziel, President & CEO, AICPA 

  • Mark Peterson, EVP, Advocacy, AICPA 

  • Lisa Simpson, VP, Firm Services, AICPA  

  • Ami Beers, Senior Director, Assurance and Advisory Innovation, AICPA 

  • Ron Quaranta, Founder & Chairman, Wall Street Blockchain Alliance 

 

Shutdown watch, economic outlook and benchmarking for firms25 Sep 202501:02:06

Topics:

Key DC updates 

An economic outlook for the rest of 2025

Technical updates

Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey

 

Speakers:

Erik Asgeirsson, President & CEO, CPA.com

Mark Peterson, EVP, Advocacy, AICPA

Lisa Simpson, VP, Firm Services, AICPA

Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA

Erin Hartman, Senior Manager, Firm Services – Public Accounting, AICPA

Marci Rossell, Expert Economic Adviser

DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next11 Sep 202501:02:00

Topics include: 

  • Key DC updates  

  • AI, tech and transformation trends in accounting 

  • Technical updates 

 

Speakers:  

  • Erik Asgeirsson, President & CEO, CPA.com 

  • Mark Koziel, President & CEO, AICPA 

  • Lisa Simpson, VP, Firm Services, AICPA 

  • Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA 

  • Sarah Ference, Risk Control Director, Accountants, CNA Insurance 

  • Nicole Graham, Risk Consultant, Aon 

IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood21 Aug 202501:02:18

Topics include: 

  • Key DC and technical updates  

  • IRS modernization efforts 

  • The shifting role of the CFO

 

Speakers:  

  • Michael Cerami, EVP, CPA.com 

  • Lisa Simpson, VP, Firm Services, AICPA 

  • Mark Peterson, EVP, Advocacy, AICPA 

  • Tom Hood, EVP, Business Growth and Engagement, AICPA 

  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  

  • Daniel Werfel, Former Commissioner, IRS 

DC updates, hiring insights and better tax season planning07 Aug 202501:01:55

Topics include: 

  • Key DC and technical updates  

  • Current hiring trends and what they mean for your firm or business 

  • Changes that firms can make now to improve next year's tax season 

 

Speakers:  

  • Michael Cerami, EVP, CPA.com 

  • Lisa Simpson, VP, Firm Services, AICPA 

  • Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA 

  • Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA 

  • Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half 

  • Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs 

IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance24 Jul 202501:01:17

Topics include: 

  • Tax law decoded: What's changing and how the IRS will apply it 

  • Firm governance: Practical ideas to support adaptability and long-term growth 

  • Key DC and technical updates  

 

Speakers:  

  • Michael Cerami, EVP, CPA.com 

  • Mark Peterson, EVP, Advocacy, AICPA 

  • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA 

  • Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA 

  • Terry Lemons, former Communications and Liaison Chief, IRS 

  • Sarah Johnson Dobek, Founder & President, Inovautus Consulting 

  • Gary Thomson, Founder, Thomson Consulting 

Special Edition: Key Tax Law Changes You Need to Know14 Jul 202501:00:56

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
Tax legislation breakdown, research tools and what's next10 Jul 202501:02:23

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 

Tax bill status, small firm opportunities and the transformation economy26 Jun 202501:02:02

 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  

Live from ENGAGE: Exploring the latest issues impacting the profession10 Jun 202501:01:28

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 

House budget bill, payment transformation and CPA licensure22 May 202501:00:39

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 

  • Daniel J. Dustin, President and CEO, NASBA 

  • René Lacerte, CEO, BILL 

Strategic planning strategies and a profession update08 May 202501:02:06

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 

A new era for CAS + post-tax season planning24 Apr 202501:01:09

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 Services, CPA.com 

  • Mike Westervelt, Chair, AICPA Accounting and Review Services Committee 

  • Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC 

Tariffs, not-for-profits, BOI and ERC03 Apr 202501:02:27

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, Center for Plain English Accounting, AICPA 

  • Gene Marks, President, The Marks Group 

Simplification strategies and an economic outlook20 Mar 202501:01:26

  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, FutureThink  

Former IRS Commissioner, Top 100 firms report preview and BOI news27 Feb 202501:01:20

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
A news power hour: Expert insights on the latest from DC and the profession13 Feb 202501:01:42

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, BMSS, LLC

Tax bill discussion draft, risk management strategies and AI tools for tax30 Jan 202501:00:48

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 Advocacy, AICPA

  • Ashley Francis, Owner, The Francis Group 

  • April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA 

  • Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA  

  • Stan Sterna, VP, Professional Firms, Aon 

Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel16 Jan 202501:01:39

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

An economic outlook, BOI news and reflections from Barry Melancon19 Dec 202401:00:33

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  

Tech trends, talent pipeline, and BOI11 Dec 202401:00:15

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  

Navigating Change, BOI Updates and Audit Transformation21 Nov 202401:01:43

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 

BOI update with FinCEN and election insights07 Nov 202401:00:38

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 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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