Topics include: 

• DC and profession news 

• Technical updates 

• Discussion on innovation, transformation and evolving business models 

Speakers:  

• Barry Melancon, President and CEO, AICPA 

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• Lindsay Stevenson, Chief Transformation Officer, BPM  

• Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente 

Topics include: 

• DC and profession news 

• Technical updates 

• Personal financial planning (PFP) strategies & tax advisory 

• Year-end PFP update 

Speakers:  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Peterson, EVP, Advocacy, AICPA 

• Lisa Simpson, VP, Firm Services, AICPA 

• Dan Snyder, Director, Personal Finance Planning, AICPA  

• Adam Holt, CEO and Founder, Asset-Map 

Topics include: 

• Economic forecast 

• DC and profession news 

• Cybersecurity & .CPA discussion 

• Technical updates 

Speakers:  

• Barry Melancon, President and CEO, AICPA  

• Erik Asgeirsson, President and CEO, CPA.com 

• Lisa Simpson, VP, Firm Services, AICPA 

• Steve Liesman, Senior Economics Reporter, CNBC  

• Johnathan Dixon, Senior Advisor, US Department of Treasury

• Randy Johnston, CEO and Co-founder, NMGI, EVP, K2 Enterprises 

• Chris Cromer, Director of Operations, CPA.com 

Topics include: 

• DC and profession news 

• Technical updates 

• Updates on system of quality management standards (SQMS) and audits 

• Tech practice aid and risk assessment 

• Employee retention credit (ERC) news 

Speakers:  

• Barry Melancon, President and CEO, AICPA  

• Erik Asgeirsson, President and CEO, CPA.com 

• Mark Peterson, EVP, Advocacy, AICPA 

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

• Jennifer Burns, Chief Auditor, AICPA  

• Jan Lewis, Partner, Haddox Reid 

Topics include: 

• DC and profession news 

• Technical updates 

• Practical applications of generative AI for accounting & finance 

• PCPS resources to help firms right-size their client base 

Speakers:  

• Erik Asgeirsson, president and CEO, CPA.com 

• Mark Peterson, EVP, Advocacy, AICPA 

• Lisa Simpson, VP, Firm Services, AICPA  

• Kacee Johnson, VP, Strategy & Innovation, CPA.com 

• Jason Staats, Founder, Realize 

• Carrie Steffen, Co-founder & President, The Whetstone Group 

Topics include: 

• Employee Retention Credit (ERC) update 

• Technical updates 

• Trends in firm mergers and acquisitions and private equity activity 

• CPA Evolution and talent pipeline 

Speakers:  

• Erik Asgeirsson, president and CEO, CPA.com 

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

• Lisa Simpson, VP, Firm Services, AICPA  

• Allan Koltin, CEO, Koltin Consulting Group 

• Mike Decker, VP, Examinations, AICPA 

Topics include: 

• DC and profession news  

• Technical updates 

• ERC strategies 

• Hierarchy of value 

Speakers:  

• Michael Cerami, EVP-Strategic Alliances, Business Development and Communications, CPA.com 

• Rachel Dresen, senior director of congressional and political affairs of the AICPA 

• April Walker, lead manager, Tax Practice & Ethics, AICPA  

• Dan Chodan, partner, Trout CPA 

• Ron Baker, author and founder, VeraSage Institute 

Topics include: 

• DC and profession news  

• Technical updates 

• Debt limit and U.S. economy 

• Strategies to drive small firm success  

Speakers:  

• Barry Melancon, president and CEO of the AICPA  

• Erik Asgeirsson, president and CEO of CPA.com 

• Lisa Simpson, VP, firm services of the AICPA  

• Michael Faulkender, former Asst. Secretary of the Treasury 

• Orumé Hays, founder and managing director, Hays CPA, and chair of the PCPS practice management committee 

  Topics include: 

• A research-driven exploration of demographics and how shifts impact the talent pipeline 

• DC and profession news  

• Technical updates 

• A professional liability strategy update from Aon 

Speakers:  

• Erik Asgeirsson, president and CEO of CPA.com  

• Lisa Simpson, VP, firm services of the AICPA  

• Rachel Dresen, senior director of congressional and political affairs of the AICPA  

• Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School 

• Stan Sterna, VP, professional firms of Aon 

• Sarah Ference, risk control director, professional services, CNA 

Topics include: 

• A practitioner discussion on transforming practices through technology and culture 

• DC and profession news  

• Technical updates 

Speakers:  

• Barry Melancon, president and CEO of the AICPA 

• Erik Asgeirsson, president and CEO of CPA.com  

• Lisa Simpson, VP, firm services of the AICPA  

• Avani Desai, CEO of Schellman 

• John Sensiba, managing partner at Sensiba