AICPA Town Hall

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

Topics include: 

• DC environment and profession analysis 

• State of SMBs and digital transformation 

• The latest technical updates 

Speakers:  

• Barry Melancon, President and CEO, AICPA 

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• René Lacerte, CEO and Founder, BILL 

Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information. 

Topics include: 

• DC environment and profession analysis 

• The latest technical updates 

• State of assurance and building trust through quality 

• BOI reporting update 

Speakers:  

• Barry Melancon, President and CEO, AICPA 

• Erik Asgeirsson, President and CEO, CPA.com 

• Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA 

• Wes Bricker, Global Assurance Leader, PwC US  

Topics include: 

• DC environment and profession analysis 

• The latest technical updates 

• Strategies to accelerate small firm growth 

• National Pipeline Advisory Group (NPAG) report 

Speakers:  

• Michael Cerami, EVP, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA 

• Lindsay Stevenson, Chief Transformation Officer, BPM 

• Brian Davis, President & CEO, One Stop CPA