AICPA Town Hall

Topics include: • DC and profession news • Technical developments • Beneficial ownership information reporting • The top 5 small business economic trends

Speakers: • Erik Asgeirsson, president and CEO of CPA.com • Rachel Dresen, director of congressional and political affairs of the AICPA • Melanie Lauridsen, director of tax practice and ethics of the AICPA • Gene Marks, president of the Marks Group

Topics include:

• DC and profession news
• Technical developments
• Small firm update
• Innovation and AI

Speakers:

• Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Jeff Wilson II, Principal, The W2 Group
• Pascal Finette, CEO, be radical

Topics include:

• Innovation and technology
• Leadership
• DC and technical updates

Speakers:

• Barry Melancon, President and CEO, AICPA
• Erik Asgeirsson, President and CEO, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Kimberly Ellison-Taylor, CEO, KET Solutions
• Alex Dorr, VP, People Evolution, Reality-Based Leadership

Topics:

• Economic forecast
• CFO transformation
• Experience, Learn & Earn (ELE) program
• DC and technical updates

Speakers:

• Erik Asgeirsson, President and CEO, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Rachel Dresen, Director of Congressional and Political Affairs, AICPA
• Tom Hood, EVP, Business Growth and Engagement, AICPA
• Steve Liesman, Senior Economics Reporter, CNBC
• Julia Woislaw, Senior Manager, CPA Evolution, AICPA
• Angela Ho, Chief Compliance Officer, OceanFirst Bank
• Patrick Chong, Principal Accounting Officer, OceanFirst Bank

Topics:

• DC and profession update
• Insights from Accounting Today's recent Fastest Growing Firms and Top 100 reports
• Talent and the pipeline acceleration plan

Speakers:

• Barry Melancon, president and CEO, AICPA
• Sue Coffey, CEO, Public Accounting, AICPA
• Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Dan Hood, editor-in-chief, Accounting Today

Topics: • DC and profession update • Technical developments • Chat GPT and the accounting profession • Firm top issues and strategies for advisory services

Speakers: • Erik Asgeirsson, President and CEO, CPA.com • Lisa Simpson, VP-Firm Services, AICPA • Rachel Dresen, Director of Congressional and Political Affairs, AICPA • Jason Staats, CPA, Founder of Realize • Mark Koziel, President and CEO, Allinial Global

Topics

• Latest IRS developments and service levels

• DC and profession update

• Technical developments

Speakers

• Barry Melancon, President and CEO, AICPA

• Erik Asgeirsson, President and CEO, CPA.com

• Kari Hipsak, Sr, Manager, Firm Services, AICPA

• Jan Lewis, Chair of the AICPA Executive Tax Committee

• Erin Collins, National Taxpayer Advocate, IRS

Topics

• DC and profession update

• Technical developments

• Small firm update

• Secure Act 2.0 analysis including upcoming deadlines for 401(k) plans employer contributions

Speakers

• Barry Melancon, President and CEO, AICPA

• Erik Asgeirsson, President and CEO, CPA.com

• Lisa Simpson, VP, Firm Services, AICPA

• Carl Peterson, VP, Small Firm Interests, AICPA

• Zachary Keep, Manager-Compliance Risk, Paychex,

Topics

• DC and profession developments

• Technical updates

• Tax and IRS debrief

• Personal financial planning strategies

Speakers

• Erik Asgeirsson, President and CEO, CPA.com

• Lisa Simpson, VP, Firm Services, AICPA

• Edward Karl, VP, Taxation, AICPA

• Dan Snyder, Director, Personal Financial Planning, AICPA

• Tom Hood, EVP, Business Growth and Engagement, AICPA

Topics

• DC and profession developments

• Managing clients impacted by Sec. 174 R&D of the Tax Cuts and Jobs Act

Speakers

• Barry Melancon, President and CEO, AICPA

• Erik Asgeirsson, President and CEO, CPA.com

• Lisa Simpson, VP, Firm Services, AICPA

• Mark Peterson, EVP-Advocacy at AICPA

• Chris Wittich, Partner at Boyum Barenscheer