Explorez tous les épisodes du podcast AICPA Town Hall

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 

Topics include:

• "Chevron Deference" ruling
• Government funding
• Latest on BOI and ERC 

Speakers:  

• Michael Cerami, EVP, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA 
• Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA

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 

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgeirsson, President & CEO, CPA.com
• Pascal Finette, Chair, Open Innovation, Singularity University
• Barry Melancon, President & CEO, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Update from policy makers
• Summary of legislative proposals and likelihood of passage
• IRS: COVID-19 filing relief and tax deductibility of PPP expenses
• SBA/Treasury: Loan necessity questionnaire (Forms 3509 and 3510)
• Applying for PPP forgiveness
• Year end tax planning
• Insights from Pascal Finette
• Planning for 2021, new business opportunities

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgeirsson, President & CEO, CPA.com
• Mary Foelster, Sr. Director, Govt A&A, AICPA
• Kari Hipsak, Sr. Manager, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Bill Pirolli, Partner, DiSanto Priest & Co.

Topics:

• Update from Policy Makers
• Latest Guidance & Recommendations
• Single Audits related to pandemic business relief
• Practitioner discussion

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgeirsson, President & CEO, CPA.com
• Barry Melancon, President & CEO, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Post election analysis
• Outcome & Status on stimulus, tax reform etc.
• Latest guidance & recommendations
• PPP Deductibility
• New forms 3509 & 3520
• Resources to Support

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters: 

• Erik Asgeirsson, President & CEO, CPA.com
• Aaron Boker, Partner, Aronson, LLC
• Jim Bourke, Partner, Withum
• Susan Coffey, EVP, Public Practice, AICPA
• Kari Hipsak, Sr. Manager, AICPA

Topics:

• Opening Comments & High-Level Update
• FAQs and Guidance Update
• EIDL 
• Cybersecurity Awareness Month
• Practitioner Discussion

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgeirsson, President & CEO, CPA.com
• Lizzie Fletcher, US House of Representatives (TX)
• Rene Lacerte, Founder & CEO, Bill.com
• Mark Peterson, EVP, Advocacy, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Strategic Discussion with Congresswoman Lizzie Fletcher
• SBA Procedural Notice: PPP Loans and Change of Ownership
• FAQ #52 re: deferral period for loan payments
• Strategic Discussion with Bill.com Founder & CEO, Rene Lacerte 

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters: 

• Erik Asgiersson, President & CEO, CPA.com
• Barry Melancon, President & CEO, AICPA
• Martin Mucci, President & CEO, Paychex
• Mark Peterson, EVP, Advocacy, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Strategic Discussion with Barry Melancon & Martin Mucci
• Small Business and Firm Climate
• New Operating Environment & Go Forward Focus
• Recap of Top Firm Questions & Update on Latest Guidance & Resources
• Updates on Other Important Initiatives

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Rohit Arora, CEO, Biz2Credit
• Erik Asgeirsson, President & CEO, CPA.com
• Kari Hipsak, Sr. Manager, AICPA
• Jagadeeswara Konikanti, VP, Biz2Credit
• Travis Miskowitz, Manager, CFO Advisory at Wiss & Co.

Topics:

• Broad Strategy & Policy Update
• Update on PPP latest guidance & resources
• PPP Forgiveness Tool Demo
• PPP Tool Enterprise Launch
• Practitioner Perspective on PPP Forgiveness

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters: 

• Greg Anton, Partner, BDO
• Erik Asgeirsson, President & CEO, CPA.com
• Susan Coffey, EVP, Public Practice, AICPA
• Dan Noll, Director, Accounting Standards, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Broad Strategy & Policy Update
• Update on PPP latest guidance and resources
• Accounting issues in the current environment
• Practitioner Perspective
• .cpa Restricted Domain
• Update on AICPA Resources & Tools

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgiersson, President & CEO, CPA.com
• Dixie McCurley, President, Trusted CFO Solutions
• Carl Peterson, VP, Small Firms, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Recap of Recent Town Halls and Top Firm Questions
• Broad Strategy & Policy Update
• Update on PPP latest guidance and resources
• Payroll Tax Deferral
• Practitioner Perspective
• PPP Forgiveness Tool
• .cpa Restricted Domain
• Update on AICPA Resources & Tools

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. 

Presenters:

• Erik Asgeirsson, President & CEO, CPA.com
• Susan Coffey, EVP, Public Practice, AICPA
• Kari Hipsak, Sr Manager, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Senator Todd Young (R) - Indiana

Topics:

• Reflection on impact of pandemic to small businesses with Senator
• Advancement of next phase of business relief
• Overview of HEALS Act and Skinny package
• Status of potential tax credit for remote work expenses
• State of Indiana's economy
• Recent IFR on Owner-employee compensation

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 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 

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, professional firms of Aon 

• Sarah Ference, risk control director, professional services, CNA 

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

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  

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

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 Director, CNA Insurance 

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 

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 

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 

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

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

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 

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