105 episodes

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP forgiveness.

AICPA Town Hall AICPA & CIMA

    • Business

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP forgiveness.

    Live from ENGAGE with firm leadership strategies and more

    Live from ENGAGE with firm leadership strategies and more

    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 

    • 1 hr
    State legislative wrap up

    State legislative wrap up

    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 

    • 1 hr 1 min
    Examining the Small Business Environment

    Examining the Small Business Environment

    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 

    • 1 hr 1 min
    Hiring and retention trends in the profession

    Hiring and retention trends in the profession

    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 

    • 1 hr 1 min
    Manage tax late-season client challenges

    Manage tax late-season client challenges

    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 

    • 1 hr 2 min
    Tax season practitioner discussion

    Tax season practitioner discussion

    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 

    • 1 hr 2 min

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