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.
21episodes
Episodes
Newest firstAll episodes
A news power hour: Expert insights on the latest from DC and the profession
Feb 13, 2025Tap to summarizeTopics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member, BMSS, LLC
Transcribe →Tax bill discussion draft, risk management strategies and AI tools for tax
Jan 30, 202501:00:48Tap to summarizeTopics include: DC update: Impacts of the first 10 days of the new administration Risk management strategies: Minimize scope creep and billing risks AI and tax: Ways you should be using AI in your tax practice if you’re not already Technical updates: Essential IRS news and resources for busy season Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Ashley Francis, Owner, The Francis Group April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA Stan Sterna, VP, Professional Firms, Aon
Transcribe →Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel
Jan 16, 202501:01:39Tap to summarizeTopics include: BOI news DC and profession update Tax season and financial planning Key technical updates Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA
Transcribe →An economic outlook, BOI news and reflections from Barry Melancon
Dec 19, 202401:00:33Tap to summarizeTopics 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
Transcribe →Tech trends, talent pipeline, and BOI
Dec 11, 202401:00:15Tap to summarizeTopics 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
Transcribe →Navigating Change, BOI Updates and Audit Transformation
Nov 21, 202401:01:43Tap to summarizeTopics 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
Transcribe →BOI update with FinCEN and election insights
Nov 7, 202401:00:38Tap to summarizeTopics 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.
Transcribe →Discussion on CPA pipeline growth opportunities and an election update
Oct 24, 202400:58:12Tap to summarizeTopics 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
Transcribe →Small business environment and CAS strategies
Oct 10, 202401:01:17Tap to summarizeTopics 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
Transcribe →Tech and AI trends across the profession
Sep 26, 202401:03:04Tap to summarizeTopics 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
Transcribe →