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