Explore every episode of the podcast AICPA Town Hall

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  

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  

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 

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
• Daniel Martini, VP, Congressional Relations, American Bankers Association
• Dixie McCurley, President & Co-Founder
• Carl Peterson, CPA, VP, Small Firms, AICPA
• Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA

Topics:

• Lender Update Discussion with the ABA
• Latest Updates & Recommendations
• Firm Strategies

Key Insights:

• Daniel Martini, the American Banking Association’s vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PPP) application round.
• Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, gives the latest updates on PPP developments.
• Carl Peterson, the AICPA’s vice president of small firm interests, and Dixie McCurley, principal and co-founder of Trusted CFO Solutions, talk about the view from the ground and the extensive “layering of work” for firms assisting small businesses on PPP, the Employee Retention Credit and upcoming tax matters.

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

Presenters:

• Rohit Arora, CEO and Co-Founder, Biz2Credit
• Erik Asgeirsson, President & CEO, CPA.com
• Barry Melancon, CPA, CGMA, President & CEO, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• PPP Reopening
• Latest Updates & Recommendations
• Lender Update
• 2021 Outlook with Barry Melancon

Key Insights:

• AICPA President and CEO Barry Melancon talks about how the profession can be a “settling voice” for businesses as a new administration grapples with economic recovery and other challenges.
• Lisa Simpson, the AICPA’s vice president of firm services, discussed the latest developments on the Paycheck Protection Program, including updated guidance on calculating PPP loan amounts, second draws, and calculating gross receipts.
• Erik Asgeirsson, president and CEO of CPA.com, offers insight on the opening of the latest round of PPP applications to all participating lenders, and what 2021 looks like for further business stimulus plans.

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
• Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA
• Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Update from Washington DC
• Latest PPP Updates & Recommendations
• CPA Loan Portal Demo
• ERC Enhancements and PPP

Key Insights:

• Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
• AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
• Kristin Esposito, the AICPA’s director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.

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
• Lisa Simpson, VP Firm Services, AICPA
• Carl Peterson, VP Small Firms at AICPA
• Edward Karl, VP of Taxation at AICPA
• Jan Lewis, Tax Partner at Haddox Reid Eubank Betts

Topics:

• Update from Washington DC: Legislative, IRS & SBA/Treasury
• Technical Update and Analysis on New Stimulus Bill
• Tax Panel: Readiness, Preparing for 2020 tax filing season
• Small Firm Update
• Insights on Getting Ready for PPP2

Key Insights:

• Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
• AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with CPA.com, is approved by the SBA to make PPP loans directly to borrowers.
• Kristin Esposito, the AICPA’s director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.

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
• Lisa Simpson, VP Firm Services, AICPA

Topics:

• Overview of $900B Stimulus Act Timeline
• Opportunity to Approach PPP2 Differently
• PPP provisions in Consolidated Appropriations Act, 2021
• PPP Loan Forgiveness
• PPP2 - Lender & Agent Fees
• Engagement Letters
• PPP Lending Options
• PPP2 Client Support
• PPP2 Loan Application Process
• Resources

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
• Lisa Simpson, Vice President, Firm Services, AICPA

Topics:

• Status of $900B stimulus bill
• Review of key stimulus provisions in relief bill
• Open items
• Timeline for PPP aid
• Resources and capabilities

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, VP, Firm Services, AICPA
• Kyle Corum, Partner, Bernard Robinson & Co
• Travis Miskowitz, Manager, CFO Advisory at Wiss & Co.

Topics:

• DC Update: Legislative, SBA/Treasury & IRS
• Current status of stimulus bill activities
• Analysis of what we believe will happen
• Latest Updates & Recommendations
• Updated review of latest PPP2 Proposals
• Firm Perspective Panel: Getting Ready for PPP2

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
• Dan Noll, Director, Accounting Standards, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Lisa Simpson, Director, Firm Services, AICPA

Topics:

• Update from Washington DC
• Legislative, IRS & SBA/Treasury update
• Current status of stimulus bill activities
• Discuss timing of new bill
• Review Gang of 8 framework
• Provide refresher on PPP loan application process
• SBA FAQ on loan necessity questionnaires
• Year end accounting

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

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  

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: 

• 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 include: 

• Firm leadership and strategies 

• AI in accounting and finance 

• Firm business model trends 

• Audit and assurance update 

• Top news from DC and the profession 

• The latest technical updates  

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Sue Coffey, CEO, Public Accounting, AICPA 

• Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs 

• Tom Hood, EVP, Business and Growth, AICPA 

• Lisa Simpson, VP, Firm Services, AICPA 

Topics include: 

• Legislative update with profession analysis   

• The latest technical updates  

• State legislature trends 

• IRS service & strategy 

Speakers:  

• Barry Melancon, President and CEO, AICPA 

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA 

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

Topics include: 

•  Legislative update with profession analysis   

•  The latest technical updates  

•  Economic forecast including small business trends 

•  Guidance on retirement and elder planning 

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 

• Dan Snyder, Director, Personal Finance Planning, AICPA 

Topics include: 

• The latest from DC on pressing issues impacting the profession  

• Technical updates 

• Accounting and finance hiring and retention trends 

Speakers:  

• Michael Cerami, EVP, CPA.com 

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

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

• Ai Ling Lee, Vice President, Field Practice Group, Robert Half 

Topics include: 

• The latest from DC on pressing issues impacting the profession  

• Technical updates 

• End of tax season risk alert 

Speakers:  

• Barry Melancon, President and CEO, AICPA 

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

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

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 

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: 

• 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 

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 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:

• 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.

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