AICPA Town Hall

Topics include:

• Legislative update with profession analysis

• The latest technical updates

• Economic forecast including small business trends

• Guidance on retirement and elder planning

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com

• Mark Peterson, EVP, Advocacy, AICPA

• Lisa Simpson, VP, Firm Services, AICPA

• Gene Marks, President, The Marks Group

• Dan Snyder, Director, Personal Finance Planning, AICPA

Topics include:

• The latest from DC on pressing issues impacting the profession

• Technical updates

• Accounting and finance hiring and retention trends

Speakers:

• Michael Cerami, EVP, CPA.com

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

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

• Ai Ling Lee, Vice President, Field Practice Group, Robert Half

Topics include:

• The latest from DC on pressing issues impacting the profession

• Technical updates

• End of tax season risk alert

Speakers:

• Barry Melancon, President and CEO, AICPA

• Erik Asgeirsson, President and CEO, CPA.com

• Lisa Simpson, VP, Firm Services, AICPA

• Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA

Topics include:

• DC and profession news and analysis

• Technical updates

• Tax season practitioner discussion

Speakers:

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

• Mark Peterson, EVP, Advocacy, AICPA

• Lisa Simpson, VP, Firm Services, AICPA

• Carl Peterson, VP, Small Firm Interests, AICPA

• Gary Wood, Partner, Compere Robinette CPAs

• Erin Roche, Tax Partner, BPM

Topics include:

• Accounting Today Top Firms report findings and trends

• National Pipeline Advisory Group update

• DC and profession news and analysis

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com

• Sue Coffey, CEO, Public Accounting, AICPA

• Mark Peterson, EVP, Advocacy, AICPA

• Lisa Simpson, VP, Firm Services, AICPA

• Dan Hood, editor-in-chief, Accounting Today

• Betsy Krisher, Chairman and CEO, Maher Duessel

Topics include:

• Tax season & IRS update

• DC and profession news and analysis

• First quarter planning for a successful 2024

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com

• Mark Peterson, EVP, Advocacy, AICPA

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

• Erin Collins, National Taxpayer Advocate, IRS

• Kimberly Ellison-Taylor, Founder and CEO, KET Solutions

Topics include:

• DC and profession news and analysis

• Technical updates

• Decision-making during high-stress and high-productivity demands

Speakers:

• Barry Melancon, President and CEO, AICPA

• Erik Asgeirsson, President and CEO, CPA.com

• Lisa Simpson, VP, Firm Services, AICPA

• Alex Dorr, VP, People Evolution, Reality Based Leadership

Topics include:

• DC and profession news and analysis

• Tax legislation

• Technical updates

• Small firm practitioner tax discussion

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com

• Mark Peterson, EVP, Advocacy, AICPA

• Lisa Simpson, VP, Firm Services, AICPA

• Carl Peterson, VP, Small Firm Interests, AICPA

• Nicole Davis, Founder, Butler Davis Tax & Accounting

Topics include:

• DC and profession news and analysis

• Technical updates

• 2023 reflections and strategies for 2024

Speakers:

Barry Melancon

President and CEO, AICPA

Erik Asgeirsson

President and CEO, CPA.com

Mark Peterson

EVP, Advocacy, AICPA

Lisa Simpson

VP, Firm Services, AICPA

Jeffrey Weiner

Chairman and CEO, Marcum

Topics include:

• DC and profession news and analysis

• Technical updates and breaking ERC news

• 2024 small business impacts and forecast

• BOI reporting risk and liability

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com

• Mark Peterson, EVP, Advocacy, AICPA

• Lisa Simpson, VP, Firm Services, AICPA

• Gene Marks, President, The Marks Group

• Stan Sterna, VP, Professional Firms, Aon

• Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA