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 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: 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:  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 

Topics 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 

Topics 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 

Topics include:  DC environment and profession analysis  SECURE Act updates and retirement planning strategies  Key technical updates     Speakers:   Michael Cerami, EVP, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Dan Snyder, Director, Personal Financial Planning, AICPA  Zachary Keep, Manager, Compliance Risk, Paychex 

Topics include:  DC environment and profession analysis  State of the economy and recent market shifts  The latest technical updates  Professional liability risk management hot topics      Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Marci Rossell, Expert Economic Forecaster  Sarah Ference, Risk Control Director, Professional Services, CNA Insurance  Stan Sterna, VP, Professional Firms, Aon 

Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC  Speakers:   Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA