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Strategies to accelerate small firm growth

AICPA Town Hall

Release Date: 06/27/2024

Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel show art Tax and financial planning, BOI news and new AICPA president and CEO Mark Koziel

AICPA Town Hall

Topics include:  BOI news  DC and profession update   Tax season and financial planning  Key technical updates     Speakers:   Mark Koziel, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy  Lisa Simpson, VP, Firm Services, AICPA  Dan Snyder, Director, Personal Financial Planning, AICPA

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An economic outlook, BOI news and reflections from Barry Melancon show art An economic outlook, BOI news and reflections from Barry Melancon

AICPA Town Hall

Topics include:  BOI news  DC and profession update   2025 economic outlook  Key technical updates     Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Marci Rossell, expert economic forecaster  

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Tech trends, talent pipeline, and BOI show art Tech trends, talent pipeline, and BOI

AICPA Town Hall

Topics include:  DC and profession update   Talent pipeline   AI trends and impacts on critical infrastructure  Evolving technology trends across the profession   Key technical updates  Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA  Lexy Kessler, Vice Chairman, AICPA  Avani Desai, CEO, Schellman  Pascal Finette,...

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Navigating Change, BOI Updates and Audit Transformation show art Navigating Change, BOI Updates and Audit Transformation

AICPA Town Hall

Topics include:  DC and profession update   Changing Psychology of Influence  Audit transformation  Key technical updates     Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA  Emily Remington, Director, Audit Product Management, CPA.com  Sarah Flischel, Director, Audit Transformation and Training, AAFCPAs  Henna Pryor, Workplace...

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BOI update with FinCEN and election insights show art BOI update with FinCEN and election insights

AICPA Town Hall

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...

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Discussion on CPA pipeline growth opportunities and an election update show art Discussion on CPA pipeline growth opportunities and an election update

AICPA Town Hall

Topics include:  DC and profession update   CPA pipeline and pathway discussion  Key technical updates     Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Susan Coffey, CEO, Public Accounting, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA 

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Small business environment and CAS strategies show art Small business environment and CAS strategies

AICPA Town Hall

Topics include:  DC and profession update   SMB environment and the election scenarios analysis  Key technical updates  Client advisory services (CAS) strategies and practitioner insights     Speakers:   Michael Cerami, EVP, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Gene Marks, President, The Marks Group  Kim Blascoe, Senior Director, CAS Professional Services, CPA.com  Rob Henderson, Partner-in-Charge, Advisory,...

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Tech and AI trends across the profession show art Tech and AI trends across the profession

AICPA Town Hall

Topics include:  DC and profession analysis  Tech and AI trends in accounting and finance  Key technical updates  Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA  Dan Hood, Editor-in-Chief, Accounting Today  Andrew Argue, CEO and Co-founder, Corvee 

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Retirement planning and the SECURE Act show art Retirement planning and the SECURE Act

AICPA Town Hall

Topics include:  DC environment and profession analysis  SECURE Act updates and retirement planning strategies  Key technical updates     Speakers:   Michael Cerami, EVP, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Dan Snyder, Director, Personal Financial Planning, AICPA  Zachary Keep, Manager, Compliance Risk, Paychex 

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State of the economy and liability risk management show art State of the economy and liability risk management

AICPA Town Hall

Topics include:  DC environment and profession analysis  State of the economy and recent market shifts  The latest technical updates  Professional liability risk management hot topics      Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Marci Rossell, Expert Economic Forecaster  Sarah Ference, Risk Control Director, Professional Services, CNA Insurance  Stan Sterna, VP,...

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More Episodes

Topics include: 

  • DC environment and profession analysis 

  • The latest technical updates 

  • Strategies to accelerate small firm growth 

  • National Pipeline Advisory Group (NPAG) report 

  

Speakers:  

  • Michael Cerami, EVP, CPA.com 

  • Lisa Simpson, VP, Firm Services, AICPA 

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

  • Lindsay Stevenson, Chief Transformation Officer, BPM 

  • Brian Davis, President & CEO, One Stop CPA