Explore every episode of the podcast AICPA Town Hall
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Title
Pub. Date
Duration
An economic outlook, BOI news and reflections from Barry Melancon
19 Dec 2024
01:00:33
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 BOI
11 Dec 2024
01:00:15
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 Transformation
21 Nov 2024
01:01:43
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
Sarah Flischel, Director, Audit Transformation and Training, AAFCPAs
Henna Pryor, Workplace Performance Expert, Pryority Group
BOI update with FinCEN and election insights
07 Nov 2024
01:00:38
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.
Discussion on CPA pipeline growth opportunities and an election update
24 Oct 2024
00:58:12
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
Small business environment and CAS strategies
10 Oct 2024
01:01:17
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
Tech and AI trends across the profession
26 Sep 2024
01:03:04
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
Retirement planning and the SECURE Act
12 Sep 2024
01:00:57
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
State of the economy and liability risk management
29 Aug 2024
01:02:06
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
Special Edition: Summer Update on Chevron, BOI, ERC and more
15 Aug 2024
00:24:11
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
State of SMB, digital payments and DC Updates
01 Aug 2024
01:01:34
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
Building trust through quality
18 Jul 2024
00:58:56
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
Strategies to accelerate small firm growth
27 Jun 2024
01:02:21
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
Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente
PFP and tax advisory strategies
16 Nov 2023
01:00:28
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
Economic forecast, BOI and cybersecurity
02 Nov 2023
01:01:13
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
The latest ERC and quality management standards
19 Oct 2023
01:01:35
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
The impact of generative AI
05 Oct 2023
01:00:58
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
Important ERC update and more
21 Sep 2023
01:00:02
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
Identifying the value in value-based pricing
07 Sep 2023
00:59:09
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
Small firm strategies for success and dealing with the debt limit
24 Aug 2023
01:00:14
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
Examination of demographics and the talent pipeline
10 Aug 2023
00:59:37
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
Discussion on transformation through AI and leadership culture
28 Jul 2023
01:00:13
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
Beneficial ownership information reporting
13 Jul 2023
01:00:17
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
DC and profession news, plus innovation and AI
22 Jun 2023
01:01:33
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
Innovation, leadership and profession updates
06 Jun 2023
00:59:18
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
Economic forecast by CNBC's Steve Liesman
18 May 2023
01:01:10
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
Pipeline Acceleration Plan and Fastest Growing Firms
04 May 2023
01:01:43
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
Chat GPT and the accounting profession
20 Apr 2023
01:00:45
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
Conversation with the IRS National Taxpayer Advocate
07 Apr 2023
01:00:13
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
Extended DC update and Secure Act 2.0
23 Mar 2023
01:00:08
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,
Tax and IRS debrief, plus personal financial planning strategies
03 Mar 2023
01:00:04
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
DC updates and managing clients impacted by Sec.174 R&E
16 Feb 2023
01:02:05
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
Latest Technical Updates and Current State of Private Company Reporting
02 Feb 2023
00:58:34
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
AICPA’s 8-point human capital pipeline plan
19 Jan 2023
00:59:42
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
Perspectives on busy tax season planning
05 Jan 2023
01:01:31
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
The 2023 economic forecast
15 Dec 2022
01:00:59
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
The AICPA Town Hall Live from DCPA
06 Dec 2022
01:01:17
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