Episodes

  • An economic outlook, BOI news and reflections from Barry Melancon

    An economic outlook, BOI news and reflections from Barry Melancon
    Dec 19 2024

    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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    1 hr and 1 min
  • Tech trends, talent pipeline, and BOI

    Tech trends, talent pipeline, and BOI
    Dec 11 2024
    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, Co-founder, be radical
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    1 hr
  • Navigating Change, BOI Updates and Audit Transformation

    Navigating Change, BOI Updates and Audit Transformation
    Nov 21 2024
    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 Performance Expert, Pryority Group
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    1 hr and 2 mins
  • BOI update with FinCEN and election insights

    BOI update with FinCEN and election insights
    Nov 7 2024

    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.
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    1 hr and 1 min
  • Discussion on CPA pipeline growth opportunities and an election update

    Discussion on CPA pipeline growth opportunities and an election update
    Oct 24 2024

    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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    58 mins
  • Small business environment and CAS strategies

    Small business environment and CAS strategies
    Oct 10 2024
    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, Windes
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    1 hr and 1 min
  • Tech and AI trends across the profession

    Tech and AI trends across the profession
    Sep 26 2024
    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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    1 hr and 3 mins
  • Retirement planning and the SECURE Act

    Retirement planning and the SECURE Act
    Sep 12 2024
    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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    1 hr and 1 min