88 episodes
AICPA Town Hall AICPA & CIMA
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- Business
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5.0 • 11 Ratings
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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.
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Important ERC update and more
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
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
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
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
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
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
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