Podcast
AICPA Town Hall
Hosted by AICPA & CIMA · EN
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.
36episodes
Episodes
Newest firstAll episodes
Tech & marketplace leadership discussion and firm-level change management
5d ago01:02:10Summary readyDuring the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundations for growth. Plus, the latest DC and technical upates you rely on. Topics include: DC Update Technology & marketplace leadership discussion Practice evolution: Firm-level change management Technical Update Speakers: Erik Asgeirsson, President & CEO, CPA.com Rachel Dresen, VP, Congressional and Political Affairs, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Kim Blascoe, Senior Director, CAS Professional Services, CPA.com Kelli Visser, CEO and Partner, Larson Gross René Lacerte, CEO, BILL.com
SummaryTax transformation and intentional growth and culture strategies
4w ago01:01:55Summary readyIn this week's AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com's Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.
SummaryAudit transformation and post-tax season planning opportunities
Apr 2301:01:20Summary readyDuring this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus, the latest technical updates from DC.
SummaryProfession update, AI in focus and internal controls in a GenAI World
Apr 901:01:40Summary readyIn this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season.
SummaryUnleashing simplicity and risk management insights
Mar 2601:00:42Summary readyIn this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon's risk consultant, Nicole Graham and CNA Insurance's risk control director, Sarah Ference. Plus, you'll get the latest DC and technical updates you rely on to get through busy season.
SummaryTop 100 Firms report insights and small firms update
Mar 501:02:30Summary readyThis AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season. Topics include: DC update Latest technical guidance Top 100 Firms report insights Small firms update Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Dan Hood, Editor-in-chief, Accounting Today Stephanie Otero, VP, Small Firm Advocate, AICPA
SummaryState advocacy and cyber considerations in the AI era
Feb 1901:02:20Summary readyThe Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on. Topics include: Profession update DC update Latest technical guidance State advocacy Cyber risk in the AI era Speakers: Michael Cerami, EVP, CPA.com Mark Koziel, CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA James Cox, VP, State Advocacy & State Society Relations, AICPA Avani Desai, CEO, Schellman
SummaryStrategies for firm growth and beating burnout
Feb 501:01:21Summary readyThe Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on. Topics include: DC update Strategies for firm transformation Latest technical guidance Spotting and preventing burnout Profession Ready Initiative research and goals Speakers: Erik Asgeirsson, President & CEO, CPA.com Rachel Dresen, VP, Congressional & Political Affairs, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lexi Weber, Senior Manager, Emerging Professionals Initiatives, AICPA Lauren Baptiste, Founder, Acheloa Wellness Jeff Weiner, Former CEO, Marcum Carl Mayes, VP, CPA Candidate Quality & Competency, AICPA
SummaryDigital asset reporting and technical updates ahead of busy season
Jan 2201:01:59Summary readyThe Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know. Topics include: Digital asset reporting DC update Latest technical guidance AI models and predictions for 2026 Speakers: Erik Asgeirsson, President & CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA Nik Fahrer, Blockchain & Digital Assets Practice Leader, Forvis Mazars Jeff Seibert, Founder & CEO, Digits
Summary2026 IRS outlook and a discussion on tax and financial planning
Jan 801:01:53Summary readyDuring the first AICPA Town Hall of 2026, Former U.S. Treasury Deputy Secretary Michael Faulkender joined us to discuss the current state of the IRS and 2026 outlook for rates and inflation. Plus, we had a practitioner discussion on tax and financial planning opportunities to think about as you kick off the year, along with the latest DC and technical updates you need to know.
Summary