AICPA Town Hall

Topics:

• Update from AICPA Fall Council with Calvin Harris
• DC and Profession update
• Work transformation strategies

Speakers:

• Erik Asgeirsson, president and CEO, CPA.com
• Barry Melancon, president and CEO, AICPA
• Lisa Simpson, VP, Firm Services, AICPA
• Mark Peterson, EVP, Advocacy, AICPA
• Calvin Harris, CEO, New York State Society of CPAs

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

Topics

• DC and profession update
• Technical Updates
• CPA pipeline and management accounting evolution
• Small firm CEO will share his experience running a small firm that was acquired by a large firm, plus discuss progressive advisory services

Speakers

• Barry Melancon, President and CEO, AICPA
• Erik Asgeirsson, President and CEO, CPA.com
• Lisa Simpson, VP, Firm Services, AICPA
• Jody Grunden, Co-Founder and CEO​, Summit CPA Group
• Anoop Mehta, AICPA Chair & Chief Strategist, Analytical Mechanics Associates
• Ron Quaranta, Chairman, Wall Street Blockchain Alliance

On this AICPA Town Hall, Erik Asgeirsson, CEO, CPA.com, was joined by Lauren Pfingstag, Director of Congressional and Political Affairs, AICPA who provided an overview of the potential year-end tax bill. Lisa Simpson, VP, Firm Services, AICPA, provided technical updates. Susan Coffey, AICPA CEO of Public Accounting, moderated a discussion with PCC Chair Candy Wright. And Mike Decker, AICPA VP of CPA Examination and Pipeline, joined Susan and Lisa to share the latest on the pipeline and upcoming changes to the CPA Exam.

Speakers:

1. Erik Asgeirsson, CEO, CPA.com
2. Susan Coffey, CFO, Public Accounting, AICPA
3. Lisa Simpson, VP, Firm Services, AICPA
4. Mark Peterson, EVP, Advocacy, AICPA
5. Mike Decker, VP, Examinations, AICPA
6. Candy Wright, PCC Chair

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.