Topics include: 

• DC update: Latest developments from Capitol Hill and their potential impact 

• CPA licensure: Examining CPA different models and the talent pipeline 

• Technical update: Actionable guidance for your practice 

• Payment transformation: Insights into digital transformation in the office of CFO and small business 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Koziel, President and CEO, AICPA 

• Mark Peterson, EVP, Advocacy, AICPA 

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

• Daniel J. Dustin, President and CEO, NASBA 

• René Lacerte, CEO, BILL 

Topics include: 

• DC update: Latest developments from Capitol Hill and their potential impact. 

• Profession update: Insights from AICPA CEO. 

• Technical update: Actionable guidance for your practice. 

• Strategic planning: Actionable tips and resources to support business model transformation. 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Koziel, President and CEO, AICPA 

• Mark Peterson, EVP, Advocacy, AICPA 

• Lisa Simpson, VP, Firm Services, AICPA 

• Kassi Rushing, Owner, Kassi Rushing Consulting 

Topics include: 

• DC update: Latest news from Capitol Hill

• Technical update: What you need to know as we exit busy season

• Post-tax season planning: talking to clients about financial planning  

• A new era of CAS: Impacts of SSARS 27 on advisory services 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Peterson, EVP, Advocacy, AICPA 

• Erin Hartman, Senior Manager, Firm Services, AICPA 

• Dan Snyder, Senior Manager, Personal Financial Planning, AICPA

• Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com 

• Mike Westervelt, Chair, AICPA Accounting and Review Services Committee 

• Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC 

Topics include: 

• DC update: Latest news from Capitol Hill  

• Small business environment: Market trends and SMB outlook 

• Technical update: What you need to know to finish out busy season 

• Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• Mark Peterson, EVP, Advocacy, AICPA

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

• Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA 

• Gene Marks, President, The Marks Group 

  Topics include: 

• DC update: Latest news from Capitol Hill  

• Economic forecast: An outlook on the markets heading into the second quarter 

• Technical update: What you need to know to navigate busy season 

• Calming the chaos: Insights into the psychology of chaos and how to reduce it 

Speakers:  

• Michael Cerami, EVP, CPA.com 

• Lisa Simpson, VP, Firm Services 

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

• Marci Rossell, Expert economic forecaster 

• Lisa Bodell, Founder and CEO, FutureThink  

Topics include: 

• DC update: Latest news on bills, budgets, and BOI from Capitol Hill  

• Technical update: What you need to know to navigate busy season 

• Top Firms Report: Insights from fastest growing firms & Top 100 report 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Peterson, EVP, Advocacy, AICPA 

• Lisa Simpson, VP, Firm Services, AICPA 

• Dan Hood, Editor-in-Chief, Accounting Today  

• Charles Rettig, Former Commissioner, IRS

Topics 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

Topics 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 

Topics 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

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