AICPA Town Hall

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