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  

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.