Shows
Journal of Accountancy PodcastWhy the PTET SALT deduction is the AICPA’s ‘No. 1 priority’ It’s been a dizzying few months since Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, last appeared on the Journal of Accountancy podcast. In fact, just the past week has been chock full of tax-related developments, mainly in Washington. Reflecting the news, this episode is publishing the same day it was recorded. In the Wednesday morning conversation, Lauridsen details the AICPA perspective on several aspects of the budget bill that could be voted on soon by the full House of Representatives. She goes into detail about the passthrough entity tax/state and local...
2025-05-2116 min
The FVS Valuation PodcastEnhancing Professional Growth through AICPA FVS Section Resources and ParticipationThe discussion underscores the importance of participating in professional communities like the AICPA FVS Section for continuous learning and support. Bethany and Tade highlight how the FVS community has significantly contributed to their professional growth by providing key resources to assist with client engagements and a supportive community of professionals. Using FVS Section resources in client work Networking benefits – connecting with supportive SMEs Community involvement aiding professional development Continue reading to learn about key resources available at AICPA-CIMA.com Guests: Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC and Tade Akinkugbe, ABV, ASA, Senior Manager, KPMG
2025-04-1023 min
Tax Section Odyssey2025 tax preview: Perspective from an AICPA tax policy advocateIn this joint episode with the JofA podcast, host Neil Amato discusses with Melanie Lauridsen, Vice President of Tax Policy & Advocacy for the AICPA, what tax practitioners can expect regarding tax legislation. The conversation covers key tax topics following the 2024 election, including the future of the Tax Cuts and Jobs Act (TCJA), beneficial ownership information (BOI) reporting, and disaster relief efforts. Melanie provides insights into the challenges and opportunities facing tax professionals in 2025, emphasizing the importance of staying informed. What you’ll learn from this episode: The latest updates on disaster relief for BOI repo...
2024-11-2618 minTax Section Odyssey2025 tax preview: Perspective from an AICPA tax policy advocateIn this joint episode with the JofA podcast, host Neil Amato discusses with Melanie Lauridsen, Vice President of Tax Policy & Advocacy for the AICPA, what tax practitioners can expect regarding tax legislation. The conversation covers key tax topics following the 2024 election, including the future of the Tax Cuts and Jobs Act (TCJA), beneficial ownership information (BOI) reporting, and disaster relief efforts. Melanie provides insights into the challenges and opportunities facing tax professionals in 2025, emphasizing the importance of staying informed. What you’ll learn from this episode: The latest updates on disaster relief for BOI repo...
2024-11-2618 minJournal of Accountancy PodcastAICPA & CIMA CEO search: Details from the selection committee chair Anoop Mehta, CPA, CGMA, is the chair of the selection committee that will choose the next AICPA & CIMA CEO. Mehta, a former AICPA chair and Association of International Certified Professional Accountants chair, discussed the qualities the organization seeks in its next leader, a planned timeline for the selection committee, and the importance of knowledge transfer. The CEO chosen will replace Barry Melancon, CPA, CGMA, who on May 22 announced his retirement, effective at the end of the year. Mehta, who recorded the episode at AICPA & CIMA ENGAGE, also shared why he thinks prospective CPAs should attend...
2024-06-0617 min
AICPA Town HallAICPA’s 8-point human capital pipeline planTopics: Latest DC and profession developments Technical updates AICPA’s 8-point human capital pipeline plan Assessment on the latest in risk management and client engagement Small firm strategies ahead of tax season Speakers: Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Kari Hipsak, Sr. Manager, Firm Services, AICPA Stan Sterna, VP, AON Sara
2023-01-1959 minAICPA Town HallAICPA’s 8-point human capital pipeline planTopics: Latest DC and profession developments Technical updates AICPA’s 8-point human capital pipeline plan Assessment on the latest in risk management and client engagement Small firm strategies ahead of tax season Speakers: Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Kari Hipsak, Sr. Manager, Firm Services, AICPA Stan Sterna, VP, AON Sara
2023-01-1959 minThe FVS Valuation PodcastAICPA’s Business Valuation Committee – What We Do and Why You Should Get InvolvedHost: Josh Shilts, CPA/ABV/CFF/CGMA Guests: Maryellen Galuchie and Mark Smith In this episode, Josh touches base with Maryellen, Managing Director with Grant Thornton’s Corporate Finance Division and chair of the Business Valuation Committee and Mark, Director of Valuation Services at the AICPA. Josh, who is an immediate past committee member, leads the discussion to help folks understand: What is the role of AICPA committee work? Who makes a good candidate for the AICPA’s BV committee WIIFM (what’s in it for me)?- What you can expect from being a BV committee member How to g...
2022-11-0321 min
AICPA Town HallAICPA Town Hall Live from CouncilTopics: 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
2022-10-201h 01AICPA Town HallAICPA Town Hall Live from CouncilTopics: 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
2022-10-201h 01
AICPA Town HallAICPA Town Hall - June 6, 2022 Last week’s AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022. AICPA VP of Firm Services, Lisa Simpson presented the 2022 PCPS Top Firm Issues survey results. New AICPA Chair, Anoop Mehta, joined the panel to discuss the future of finance in business & industry.
2022-06-1359 minAICPA Town HallAICPA Town Hall - June 6, 2022 Last week’s AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022. AICPA VP of Firm Services, Lisa Simpson presented the 2022 PCPS Top Firm Issues survey results. New AICPA Chair, Anoop Mehta, joined the panel to discuss the future of finance in business & industry.
2022-06-1359 min
AICPA Town HallAICPA Town Hall Series - May 5, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Lisa Simpson, VP Firm Services AICPA Kari Hipsak, Senior Manager AICPA Brent Forbush, CPA, Managing Partner of Forbush & Associates Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville Accounting Today Editor-In-Chief Dan Hood Topics: DC and Profession Update Technical Updates Busy Season Debrief Strategies Client Advisory Services (CAS) Growth Key Insights on the May 5, 2022 #AICPATownHall: • CPA.com CEO and Pr...
2022-05-051h 02AICPA Town HallAICPA Town Hall Series - May 5, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Lisa Simpson, VP Firm Services AICPA Kari Hipsak, Senior Manager AICPA Brent Forbush, CPA, Managing Partner of Forbush & Associates Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville Accounting Today Editor-In-Chief Dan Hood Topics: DC and Profession Update Technical Updates Busy Season Debrief Strategies Client Advisory Services (CAS) Growth Key Insights on the May 5, 2022 #AICPATownHall: • CPA.com CEO and Pr...
2022-05-051h 02AICPA Town HallAICPA Town Hall Series - April 21, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director, Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Profession & DC Update Post Tax Season Reflections Expanding service opportunities: SOC Technical Update GAQC Update on Auditing Federal Funding Key Insights on the April 21, 2022 #AICPATownHall: CPA.com CEO & President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative updates and federal agenda items through 2022...
2022-04-221h 02AICPA Town HallAICPA Town Hall Series - April 21, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director, Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Profession & DC Update Post Tax Season Reflections Expanding service opportunities: SOC Technical Update GAQC Update on Auditing Federal Funding Key Insights on the April 21, 2022 #AICPATownHall: CPA.com CEO & President, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed the latest legislative updates and federal agenda items through 2022...
2022-04-221h 02AICPA Town HallAICPA Town Hall Series - March 31, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Michael Faulkender, PhD, Professor University of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. Treasury Edward Karl, VP, Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Discussion with Michael Faulkender, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. TreasuryProfession & DC Update Tax & Technical Update Key Insights on the March 31, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson, a...
2022-03-311h 01AICPA Town HallAICPA Town Hall Series - March 31, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Michael Faulkender, PhD, Professor University of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. Treasury Edward Karl, VP, Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Discussion with Michael Faulkender, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. TreasuryProfession & DC Update Tax & Technical Update Key Insights on the March 31, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson, a...
2022-03-311h 01AICPA Town HallAICPA Town Hall Series - March 17, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Jim Bourke, Partner Withum Kari Hipsak, Senior Manager AICPA Carl Peterson, VP, Small Firms AICPA Mark Peterson, EVP, Advocacy AICPA Deborah Rood, Risk Control Consulting Director CNA Topics: Profession & DC Update Technical Update Last 30 Days of Tax Season Heightened Cyber Risk Key Insights on the March 17, 2022 #AICPATownHall: CPA.com CEO and President Erik Asgeirsson and AICPA’s EVP of Advocacy provided a real-time update on DC leg...
2022-03-171h 01AICPA Town HallAICPA Town Hall Series - March 17, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Jim Bourke, Partner Withum Kari Hipsak, Senior Manager AICPA Carl Peterson, VP, Small Firms AICPA Mark Peterson, EVP, Advocacy AICPA Deborah Rood, Risk Control Consulting Director CNA Topics: Profession & DC Update Technical Update Last 30 Days of Tax Season Heightened Cyber Risk Key Insights on the March 17, 2022 #AICPATownHall: CPA.com CEO and President Erik Asgeirsson and AICPA’s EVP of Advocacy provided a real-time update on DC leg...
2022-03-171h 01AICPA Town HallAICPA Town Hall Series - March 3, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Erin Collins, National Taxpayer Advocate Edward Karl, VP, Taxation AICPA Melanie Lauridsen, Senior Manager, Tax Policy and Advocacy AICPA Carl Peterson, VP, Small Firms AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update National Taxpayer Advocate, Erin Collins K-2/K-3 & Other Technical Updates Carl's Corner: Tax Season Strategies Key Insights on the March 3, 2022 #AICPATownHall: CPA.com's CEO Erik Asgeirsson provides an update from DC. National Ta...
2022-03-041h 00AICPA Town HallAICPA Town Hall Series - March 3, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Erin Collins, National Taxpayer Advocate Edward Karl, VP, Taxation AICPA Melanie Lauridsen, Senior Manager, Tax Policy and Advocacy AICPA Carl Peterson, VP, Small Firms AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update National Taxpayer Advocate, Erin Collins K-2/K-3 & Other Technical Updates Carl's Corner: Tax Season Strategies Key Insights on the March 3, 2022 #AICPATownHall: CPA.com's CEO Erik Asgeirsson provides an update from DC. National Ta...
2022-03-041h 00AICPA Town HallAICPA Town Hall Series - February 3, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update IRS Service Issues & Advocacy Tax Filing Hot Topics Single Audit for Relief Programs Key Insights on the February 3, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed IRS service levels and AICPA’s advocacy efforts, the opportunity in integrating financial planning into tax engagements, and com...
2022-02-0459 minAICPA Town HallAICPA Town Hall Series - February 3, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update IRS Service Issues & Advocacy Tax Filing Hot Topics Single Audit for Relief Programs Key Insights on the February 3, 2022 #AICPATownHall: CPA.com CEO and President, Erik Asgeirsson and AICPA President & CEO, Barry Melancon, CPA, CGMA, discussed IRS service levels and AICPA’s advocacy efforts, the opportunity in integrating financial planning into tax engagements, and com...
2022-02-0459 minAICPA Town HallAICPA Town Hall Series - January 20, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Carl Peterson, CPA, CGMA VP, Small Firms AICPA Steve Saah, Executive Director, Finance and Accounting Placement, Robert Half Lisa Bodell, CEO FutureThink Kari Hipsak, CPA, CGMA, Senior Manager AICPA Topics: Profession & DC Update Labor Trends & Seasonal Work Strategies Time Management & Complexity with Lisa Bodell Technical Updates Key Insights in the January 20, 2022 #AICPATownHall: CPA.com CEO, Erik Asgeirsson, and AICPA EVP of Advocacy, Mark Peterson, discuss the latest happening i...
2022-01-211h 01AICPA Town HallAICPA Town Hall Series - January 20, 2022Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Carl Peterson, CPA, CGMA VP, Small Firms AICPA Steve Saah, Executive Director, Finance and Accounting Placement, Robert Half Lisa Bodell, CEO FutureThink Kari Hipsak, CPA, CGMA, Senior Manager AICPA Topics: Profession & DC Update Labor Trends & Seasonal Work Strategies Time Management & Complexity with Lisa Bodell Technical Updates Key Insights in the January 20, 2022 #AICPATownHall: CPA.com CEO, Erik Asgeirsson, and AICPA EVP of Advocacy, Mark Peterson, discuss the latest happening i...
2022-01-211h 01AICPA Town HallAICPA Town Hall Series – October 7, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Lisa Bodell, CEO, FutureThink Jennifer Burns, CPA, Chief Auditor, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Topics: DC Update Fireside Chat with Lisa Bodell Technical Guidance & Updates ASB Exposure Draft: New Quality Management Standard Key Insights: CPA.com President & CEO, Erik Asgeirsson, was joined by AICPA’s Executive Vice President of Ad...
2021-10-081h 01AICPA Town HallAICPA Town Hall Series – October 7, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Lisa Bodell, CEO, FutureThink Jennifer Burns, CPA, Chief Auditor, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Topics: DC Update Fireside Chat with Lisa Bodell Technical Guidance & Updates ASB Exposure Draft: New Quality Management Standard Key Insights: CPA.com President & CEO, Erik Asgeirsson, was joined by AICPA’s Executive Vice President of Ad...
2021-10-081h 01AICPA Town HallAICPA Town Hall Series – September 30, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA’s Vice P...
2021-10-011h 02AICPA Town HallAICPA Town Hall Series – September 30, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA’s Vice P...
2021-10-011h 02AICPA Town HallAICPA Town Hall Series – September 23, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Melanie Lauridsen, Senior Manager, Tax Policy & Advocacy, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Mel Schwarz, JD, CPA, Director of Legislative Affairs, Eide Bailly Topics: Legislative Process & Timing Proposed Rates & Policy Updates Proposals Under Review/Left Out State of IRS Services
2021-09-241h 00AICPA Town HallAICPA Town Hall Series – September 23, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Melanie Lauridsen, Senior Manager, Tax Policy & Advocacy, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Mel Schwarz, JD, CPA, Director of Legislative Affairs, Eide Bailly Topics: Legislative Process & Timing Proposed Rates & Policy Updates Proposals Under Review/Left Out State of IRS Services
2021-09-241h 00AICPA Town HallAICPA Town Hall Series – September 2, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion...
2021-09-021h 01AICPA Town HallAICPA Town Hall Series – September 2, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion...
2021-09-021h 01AICPA Town HallAICPA Town Hall Series – August 12, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Alex Dorr, Vice President, People Evolution, Reality-Based Leadership Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legislative Update Technical Updates & New Guidance Single Audit Update from GAQC Workplace Engagement through Accountability: A conversation with Alex Dorr
2021-08-131h 02AICPA Town HallAICPA Town Hall Series – August 12, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Alex Dorr, Vice President, People Evolution, Reality-Based Leadership Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legislative Update Technical Updates & New Guidance Single Audit Update from GAQC Workplace Engagement through Accountability: A conversation with Alex Dorr
2021-08-131h 02AICPA Town HallAICPA Town Hall Series – July 27, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode...
2021-07-281h 02AICPA Town HallAICPA Town Hall Series – July 27, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode...
2021-07-281h 02
FLP, the Finance Leadership PodcastENGAGE 2021 focus on AICPA Practitioners and Tech+ "I am SO excited to be on my way to Vegas!" In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests. Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role...
2021-07-2319 minFLP, the Finance Leadership PodcastENGAGE 2021 focus on AICPA Practitioners and Tech+ "I am SO excited to be on my way to Vegas!" In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests. Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role...
2021-07-2319 minAICPA Town HallAICPA Town Hall Series – July 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a st...
2021-07-231h 00AICPA Town HallAICPA Town Hall Series – July 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a st...
2021-07-231h 00
FLP, the Finance Leadership PodcastENGAGE21, and more AICPA & CIMA conferences to look forward to. "We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world." At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences. Talking Points. These are some of the topics we discuss in this episode. What to expect from ENGAGE 2021 and h...
2021-07-1337 minFLP, the Finance Leadership PodcastENGAGE21, and more AICPA & CIMA conferences to look forward to. "We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world." At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences. Talking Points. These are some of the topics we discuss in this episode. What to expect from ENGAGE 2021 and h...
2021-07-1337 minAICPA Town HallAICPA Town Hall Series – July 8, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Michael Faulkender, Ph.D., Professor Univ of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, United States Treasury Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Michael Faulkender Legislative and Tax Update Technical Guidance & Updates Key Insights: Former U.S. Assistant Secretary of the U.S. Treasury Department, Dr. Michael Faulkender, an architect of t...
2021-07-091h 02AICPA Town HallAICPA Town Hall Series – July 8, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Michael Faulkender, Ph.D., Professor Univ of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, United States Treasury Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Michael Faulkender Legislative and Tax Update Technical Guidance & Updates Key Insights: Former U.S. Assistant Secretary of the U.S. Treasury Department, Dr. Michael Faulkender, an architect of t...
2021-07-091h 02AICPA Town HallAICPA Town Hall Series – June 24, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Michael Cerami, VP, Strategic Alliances, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Cathy Engelbert, CPA, Commissioner, WNBA, Former CEO, Deloitte Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Cathy Engelbert Legislative and Tax Update PPP Forgiveness Deep Dive Additional technical updates Key Insights: Sue Coffey, AICPA CEO for Public Accounting, and Cathy Engelbert, WNBA Commissioner and Former...
2021-06-2559 minAICPA Town HallAICPA Town Hall Series – June 24, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Michael Cerami, VP, Strategic Alliances, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Cathy Engelbert, CPA, Commissioner, WNBA, Former CEO, Deloitte Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Cathy Engelbert Legislative and Tax Update PPP Forgiveness Deep Dive Additional technical updates Key Insights: Sue Coffey, AICPA CEO for Public Accounting, and Cathy Engelbert, WNBA Commissioner and Former...
2021-06-2559 minAICPA Town HallAICPA Town Hall Series – June 17, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA Topics: Changing Role of the CFO, Post-Pandemic Business Relief and Tax Updates Key Insights: Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic...
2021-06-181h 02AICPA Town HallAICPA Town Hall Series – June 17, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA Topics: Changing Role of the CFO, Post-Pandemic Business Relief and Tax Updates Key Insights: Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic...
2021-06-181h 02AICPA Town HallAICPA Town Hall Series – May 20, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Bill Pirolli, CPA, CFF, PFS, CGMA, Partner, DiSanto, Priest & Co., Vice Chair, AICPA Dale Venturini, President & CEO, RI Hospitality Association Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Tax season reflections Wind down of business relief grants (PPP, RRF, SVOG, etc.) Ongoing client service needs for business relief Economic growth Discussion about RRF and Restaurant Industry
2021-05-211h 02AICPA Town HallAICPA Town Hall Series – May 20, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Bill Pirolli, CPA, CFF, PFS, CGMA, Partner, DiSanto, Priest & Co., Vice Chair, AICPA Dale Venturini, President & CEO, RI Hospitality Association Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Tax season reflections Wind down of business relief grants (PPP, RRF, SVOG, etc.) Ongoing client service needs for business relief Economic growth Discussion about RRF and Restaurant Industry
2021-05-211h 02AICPA Town HallAICPA Town Hall Series – April 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Stephanie O’Rourk, CPA, Partner, CohnReznick Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Opening Comments & Broad 2021 Outlook Legislative Update & Tax Season Discussion PPP Final Stretch Update Business Relief Program Update (PPP, RRF, SVOG) Key Insights: AICPA President and CEO Barry Melancon gave an overview of the economic outlook for the second half of the year, and discussed ac...
2021-04-231h 01AICPA Town HallAICPA Town Hall Series – April 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Stephanie O’Rourk, CPA, Partner, CohnReznick Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Opening Comments & Broad 2021 Outlook Legislative Update & Tax Season Discussion PPP Final Stretch Update Business Relief Program Update (PPP, RRF, SVOG) Key Insights: AICPA President and CEO Barry Melancon gave an overview of the economic outlook for the second half of the year, and discussed ac...
2021-04-231h 01AICPA Town HallAICPA Town Hall Series – April 8, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, Dir., Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA Topics: Opening Comments & Policy Maker Update Relief Programs Discussion Final Stretch PPP, ERC, EIDL, SVOG, RRP Hot Tax Topics Key Insights: Mark Peterson, the AICPA’s executive vice president of advocacy, talked about legislative ef...
2021-04-091h 01AICPA Town HallAICPA Town Hall Series – April 8, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, Dir., Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA Topics: Opening Comments & Policy Maker Update Relief Programs Discussion Final Stretch PPP, ERC, EIDL, SVOG, RRP Hot Tax Topics Key Insights: Mark Peterson, the AICPA’s executive vice president of advocacy, talked about legislative ef...
2021-04-091h 01AICPA Town HallAICPA Town Hall Series – April 1, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legislative Update & Activities State of Lenders and PPP Latest Updates & Recommendations Top Issues Facing Accounting and Finance Professionals
2021-04-021h 01AICPA Town HallAICPA Town Hall Series – April 1, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Legislative Update & Activities State of Lenders and PPP Latest Updates & Recommendations Top Issues Facing Accounting and Finance Professionals
2021-04-021h 01AICPA Town HallAICPA Town Hall Series – March 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA Topics: Significant Activities with Policy Makers and Regulators State of Lenders and PPP Updates & Recommendations on New Guidance New Tax Provisions (ERC, etc.) Key Insights: AICPA President and CEO Barry Melancon, CPA, CGMA, CPA...
2021-03-191h 01AICPA Town HallAICPA Town Hall Series – March 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA Topics: Significant Activities with Policy Makers and Regulators State of Lenders and PPP Updates & Recommendations on New Guidance New Tax Provisions (ERC, etc.) Key Insights: AICPA President and CEO Barry Melancon, CPA, CGMA, CPA...
2021-03-191h 01AICPA Town HallAICPA Town Hall Series - March 11, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO of CPA.com Robert Durak, CPA, Director, Private Company Financial Reporting, AICPA Kari Hipsak, CPA, CGMA, Senior Manager, AICPA Lisa Simpson, CPA, Vice President of Firm Services at the AICPA Topics: Key PPP Developments Ongoing developments around PPP deadlines Status on Lender Processing Accounting for PPP
2021-03-1124 minAICPA Town HallAICPA Town Hall Series - March 11, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO of CPA.com Robert Durak, CPA, Director, Private Company Financial Reporting, AICPA Kari Hipsak, CPA, CGMA, Senior Manager, AICPA Lisa Simpson, CPA, Vice President of Firm Services at the AICPA Topics: Key PPP Developments Ongoing developments around PPP deadlines Status on Lender Processing Accounting for PPP
2021-03-1124 minAICPA Town HallAICPA Town Hall Series – March 4, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir., Tax Policy & Advocacy, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Updates from Policy Makers New Administration State of Legislation Business Relief Tax Extension Updates & Recommendations on New Guidance New PPP IFR and forms New ERC Guidance Key Insights: AICPA President and CEO Barry Melancon...
2021-03-051h 01AICPA Town HallAICPA Town Hall Series – March 4, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir., Tax Policy & Advocacy, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Updates from Policy Makers New Administration State of Legislation Business Relief Tax Extension Updates & Recommendations on New Guidance New PPP IFR and forms New ERC Guidance Key Insights: AICPA President and CEO Barry Melancon...
2021-03-051h 01AICPA Town HallAICPA Town Hall Series – February 26, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO of CPA.com Lisa Simpson, CPA, Vice President of Firm Services at the AICPA Topics: Review of recent White House changes to the PPP SBA & Lender Processing Update IRS Tax Filing Deadline Update PPP Resources to Guide Firms Key Insights: Erik Asgeirsson, President & CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, reviewed recent White House changes to the PPP, including information on...
2021-02-2623 minAICPA Town HallAICPA Town Hall Series – February 26, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO of CPA.com Lisa Simpson, CPA, Vice President of Firm Services at the AICPA Topics: Review of recent White House changes to the PPP SBA & Lender Processing Update IRS Tax Filing Deadline Update PPP Resources to Guide Firms Key Insights: Erik Asgeirsson, President & CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, reviewed recent White House changes to the PPP, including information on...
2021-02-2623 minAICPA Town HallAICPA Town Hall Series – February 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Topics: Legislative & New Administration Update SBA & Lender Processing Update Latest Updates & Recommendations Key Insights: Erik Asgeirsson, president and CEO of CPA.com notes that, despite ongoing issues with the Paycheck Protection Program (PPP), there is still plenty of money available for small businesses Ed...
2021-02-191h 01AICPA Town HallAICPA Town Hall Series – February 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Topics: Legislative & New Administration Update SBA & Lender Processing Update Latest Updates & Recommendations Key Insights: Erik Asgeirsson, president and CEO of CPA.com notes that, despite ongoing issues with the Paycheck Protection Program (PPP), there is still plenty of money available for small businesses Ed...
2021-02-191h 01AICPA Town HallAICPA Town Hall Series – February 4, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Amy Wang Miller, CPA, Sr. Manager, Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA Topics: Legislative Update SBA & Lender Processing Update Latest Updates & Recommendations Hot Tax Topics Key Insights: Erik Asgeirsson, president and CEO of CPA.com and Lisa Simpson, the AICPA’s vice president of firm se...
2021-02-051h 02AICPA Town HallAICPA Town Hall Series – February 4, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Amy Wang Miller, CPA, Sr. Manager, Tax Policy & Advocacy, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Cari Weston, CPA, CGMA, Director, Tax Practice & Ethics, AICPA Topics: Legislative Update SBA & Lender Processing Update Latest Updates & Recommendations Hot Tax Topics Key Insights: Erik Asgeirsson, president and CEO of CPA.com and Lisa Simpson, the AICPA’s vice president of firm se...
2021-02-051h 02AICPA Town HallAICPA Town Hall Series - January 28, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Daniel Martini, VP, Congressional Relations, American Bankers Association Dixie McCurley, President & Co-Founder Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Topics: Lender Update Discussion with the ABA Latest Updates & Recommendations Firm Strategies Key Insights: Daniel Martini, the American Banking Association’s vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PP...
2021-01-291h 01AICPA Town HallAICPA Town Hall Series - January 28, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Daniel Martini, VP, Congressional Relations, American Bankers Association Dixie McCurley, President & Co-Founder Carl Peterson, CPA, VP, Small Firms, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Topics: Lender Update Discussion with the ABA Latest Updates & Recommendations Firm Strategies Key Insights: Daniel Martini, the American Banking Association’s vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PP...
2021-01-291h 01AICPA Town HallAICPA Town Hall Series – January 21, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Rohit Arora, CEO and Co-Founder, Biz2Credit Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: PPP Reopening Latest Updates & Recommendations Lender Update 2021 Outlook with Barry Melancon Key Insights: AICPA President and CEO Barry Melancon talks about how the profession can be a “settling voice” for businesses as a new administration grapples with economic recovery and other challenges. Lisa Simpson, the AICPA’s vice...
2021-01-221h 01AICPA Town HallAICPA Town Hall Series – January 21, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Rohit Arora, CEO and Co-Founder, Biz2Credit Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: PPP Reopening Latest Updates & Recommendations Lender Update 2021 Outlook with Barry Melancon Key Insights: AICPA President and CEO Barry Melancon talks about how the profession can be a “settling voice” for businesses as a new administration grapples with economic recovery and other challenges. Lisa Simpson, the AICPA’s vice...
2021-01-221h 01AICPA Town HallAICPA Town Hall Series - January 14, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from Washington DC Latest PPP Updates & Recommendations CPA Loan Portal Demo ERC Enhancements and PPP Key Insights: Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Pr...
2021-01-151h 00AICPA Town HallAICPA Town Hall Series - January 14, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from Washington DC Latest PPP Updates & Recommendations CPA Loan Portal Demo ERC Enhancements and PPP Key Insights: Erik Asgeirsson, president and CEO of CPA.com, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Pr...
2021-01-151h 00AICPA Town HallAICPA Town Hall Series - January 7, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Lisa Simpson, VP Firm Services, AICPA Carl Peterson, VP Small Firms at AICPA Edward Karl, VP of Taxation at AICPA Jan Lewis, Tax Partner at Haddox Reid Eubank Betts Topics: Update from Washington DC: Legislative, IRS & SBA/Treasury Technical Update and Analysis on New Stimulus Bill Tax Panel: Readiness, Preparing for 2020 tax filing season Small Firm Update Insights on Getting Ready for PPP2 Key Insights: Erik Asgeirsson...
2021-01-071h 02AICPA Town HallAICPA Town Hall Series - January 7, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Lisa Simpson, VP Firm Services, AICPA Carl Peterson, VP Small Firms at AICPA Edward Karl, VP of Taxation at AICPA Jan Lewis, Tax Partner at Haddox Reid Eubank Betts Topics: Update from Washington DC: Legislative, IRS & SBA/Treasury Technical Update and Analysis on New Stimulus Bill Tax Panel: Readiness, Preparing for 2020 tax filing season Small Firm Update Insights on Getting Ready for PPP2 Key Insights: Erik Asgeirsson...
2021-01-071h 02AICPA Town HallAICPA Town Hall Series - December 17, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kyle Corum, Partner, Bernard Robinson & Co Travis Miskowitz, Manager, CFO Advisory at Wiss & Co. Topics: DC Update: Legislative, SBA/Treasury & IRS Current status of stimulus bill activities Analysis of what we believe will happen Latest Updates & Recommendations Updated review of latest PPP2 Proposals Firm Perspective Panel: Getting Ready for PPP2
2020-12-171h 03AICPA Town HallAICPA Town Hall Series - December 17, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kyle Corum, Partner, Bernard Robinson & Co Travis Miskowitz, Manager, CFO Advisory at Wiss & Co. Topics: DC Update: Legislative, SBA/Treasury & IRS Current status of stimulus bill activities Analysis of what we believe will happen Latest Updates & Recommendations Updated review of latest PPP2 Proposals Firm Perspective Panel: Getting Ready for PPP2
2020-12-171h 03AICPA Town HallAICPA Town Hall Series - December 10, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Dan Noll, Director, Accounting Standards, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from Washington DC Legislative, IRS & SBA/Treasury update Current status of stimulus bill activities Discuss timing of new bill Review Gang of 8 framework Provide refresher on PPP loan application process SBA FAQ on loan necessity questionnaires Year end accounting
2020-12-1059 minAICPA Town HallAICPA Town Hall Series - December 10, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Dan Noll, Director, Accounting Standards, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from Washington DC Legislative, IRS & SBA/Treasury update Current status of stimulus bill activities Discuss timing of new bill Review Gang of 8 framework Provide refresher on PPP loan application process SBA FAQ on loan necessity questionnaires Year end accounting
2020-12-1059 minAICPA Town HallAICPA Town Hall Series - December 10, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Pascal Finette, Chair, Open Innovation, Singularity University Barry Melancon, President & CEO, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Update from policy makers Summary of legislative proposals and likelihood of passage IRS: COVID-19 filing relief and tax deductibility of PPP expenses SBA/Treasury: Loan necessity questionnaire (Forms 3509 and 3510) Applying for PPP forgiveness Year end tax planning Insights from Pascal Finette Planning for 2021, new business opportunities
2020-12-031h 01AICPA Town HallAICPA Town Hall Series - November 19, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Mary Foelster, Sr. Director, Govt A&A, AICPA Kari Hipsak, Sr. Manager, AICPA Mark Peterson, EVP, Advocacy, AICPA Bill Pirolli, Partner, DiSanto Priest & Co. Topics: Update from Policy Makers Latest Guidance & Recommendations Single Audits related to pandemic business relief Practitioner discussion
2020-11-191h 02AICPA Town HallAICPA Town Hall Series - November 19, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Mary Foelster, Sr. Director, Govt A&A, AICPA Kari Hipsak, Sr. Manager, AICPA Mark Peterson, EVP, Advocacy, AICPA Bill Pirolli, Partner, DiSanto Priest & Co. Topics: Update from Policy Makers Latest Guidance & Recommendations Single Audits related to pandemic business relief Practitioner discussion
2020-11-191h 02AICPA Town HallAICPA Town Hall Series - November 5, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Post election analysis Outcome & Status on stimulus, tax reform etc. Latest guidance & recommendations PPP Deductibility New forms 3509 & 3520 Resources to Support
2020-11-051h 01AICPA Town HallAICPA Town Hall Series - November 5, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Post election analysis Outcome & Status on stimulus, tax reform etc. Latest guidance & recommendations PPP Deductibility New forms 3509 & 3520 Resources to Support
2020-11-051h 01AICPA Town HallAICPA Town Hall Series - October 1, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgiersson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Martin Mucci, President & CEO, Paychex Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Strategic Discussion with Barry Melancon & Martin Mucci Small Business and Firm Climate New Operating Environment & Go Forward Focus Recap of Top Firm Questions & Update on Latest Guidance & Resources Updates on Other Important Initiatives
2020-10-011h 01AICPA Town HallAICPA Town Hall Series - October 1, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgiersson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Martin Mucci, President & CEO, Paychex Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Strategic Discussion with Barry Melancon & Martin Mucci Small Business and Firm Climate New Operating Environment & Go Forward Focus Recap of Top Firm Questions & Update on Latest Guidance & Resources Updates on Other Important Initiatives
2020-10-011h 01AICPA Town HallAICPA Town Hall Series - September 17, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Greg Anton, Partner, BDO Erik Asgeirsson, President & CEO, CPA.com Susan Coffey, EVP, Public Practice, AICPA Dan Noll, Director, Accounting Standards, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Broad Strategy & Policy Update Update on PPP latest guidance and resources Accounting issues in the current environment Practitioner Perspective .cpa Restricted Domain Update on AICPA Resources & Tools
2020-09-171h 02AICPA Town HallAICPA Town Hall Series - September 17, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Greg Anton, Partner, BDO Erik Asgeirsson, President & CEO, CPA.com Susan Coffey, EVP, Public Practice, AICPA Dan Noll, Director, Accounting Standards, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Broad Strategy & Policy Update Update on PPP latest guidance and resources Accounting issues in the current environment Practitioner Perspective .cpa Restricted Domain Update on AICPA Resources & Tools
2020-09-171h 02AICPA Town HallAICPA Town Hall Series - September 3, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgiersson, President & CEO, CPA.com Dixie McCurley, President, Trusted CFO Solutions Carl Peterson, VP, Small Firms, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Recap of Recent Town Halls and Top Firm Questions Broad Strategy & Policy Update Update on PPP latest guidance and resources Payroll Tax Deferral Practitioner Perspective PPP Forgiveness Tool .cpa Restricted Domain Update on AICPA Resources & Tools
2020-09-031h 00AICPA Town HallAICPA Town Hall Series - September 3, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgiersson, President & CEO, CPA.com Dixie McCurley, President, Trusted CFO Solutions Carl Peterson, VP, Small Firms, AICPA Lisa Simpson, Director, Firm Services, AICPA Topics: Recap of Recent Town Halls and Top Firm Questions Broad Strategy & Policy Update Update on PPP latest guidance and resources Payroll Tax Deferral Practitioner Perspective PPP Forgiveness Tool .cpa Restricted Domain Update on AICPA Resources & Tools
2020-09-031h 00
AICPA Town HallAICPA Town Hall Series - August 27, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan Coffey, EVP, Public Practice, AICPA Kari Hipsak, Sr Manager, AICPA Mark Peterson, EVP, Advocacy, AICPA Senator Todd Young (R) - Indiana Topics: Reflection on impact of pandemic to small businesses with Senator Advancement of next phase of business relief Overview of HEALS Act and Skinny package Status of potential tax credit for remote work expenses State of Indiana's economy Recent IFR on Owner-employee compensation
2020-08-271h 00AICPA Town HallAICPA Town Hall Series - August 27, 2020The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan Coffey, EVP, Public Practice, AICPA Kari Hipsak, Sr Manager, AICPA Mark Peterson, EVP, Advocacy, AICPA Senator Todd Young (R) - Indiana Topics: Reflection on impact of pandemic to small businesses with Senator Advancement of next phase of business relief Overview of HEALS Act and Skinny package Status of potential tax credit for remote work expenses State of Indiana's economy Recent IFR on Owner-employee compensation
2020-08-271h 00
Ethically SpeakingEp 7: Some things you should know about the AICPA's tax standardsWhy this is an important topic for members (00:34) Explanation of AICPA's tax standards (00:58) History of the tax standards (02:10) Past AICPA ethics investigations into tax standards violations (03:45) Tax questions to the AICPA ethics hotline (04:40) About the current revisions of the tax standards (06:40)
2019-10-2311 min
FLP, the Finance Leadership PodcastInternational Women's Day Special "The Future Of The Profession" with Oracle, AICPA & CIMA, and The Changemaker's Playbook.In this special IWD2019 episode, four experts share their thoughts on tech and the future of the accounting and finance professions. Hear from Oracle's Kimberly Ellison-Taylor and "Changemaker's Playbook" author Amy Radin. We also feature Jennifer Gardner and Clar Rosso of the AICPA & CIMA. There'll be more at our Women's Global Leadership Summit in late 2019 in California. In our first conversation, Kim Drumgo (Diversity and Inclusion Manager for AICPA & CIMA) talks to Kimberly Ellison-Taylor, a global strategy leader at Oracle, USA. Kimberly has been recognized by Accounting Today as one of the “Top People in Public Accounting—2018” and by...
2019-03-0828 minFLP, the Finance Leadership PodcastInternational Women's Day Special "The Future Of The Profession" with Oracle, AICPA & CIMA, and The Changemaker's Playbook.In this special IWD2019 episode, four experts share their thoughts on tech and the future of the accounting and finance professions. Hear from Oracle's Kimberly Ellison-Taylor and "Changemaker's Playbook" author Amy Radin. We also feature Jennifer Gardner and Clar Rosso of the AICPA & CIMA. There'll be more at our Women's Global Leadership Summit in late 2019 in California. In our first conversation, Kim Drumgo (Diversity and Inclusion Manager for AICPA & CIMA) talks to Kimberly Ellison-Taylor, a global strategy leader at Oracle, USA. Kimberly has been recognized by Accounting Today as one of the “Top People in Public Accounting—2018” and by...
2019-03-0828 minFLP, the Finance Leadership Podcast"How Critical Thinking Builds Trust and Business Resilience" with Gillian Lees of AICPA & CIMA (London, UK). GBD32 "Be really clear that you're trying to develop SOLUTIONS... as well as being aware of your own biases, your own motivations for challenging" December's "Human Intelligence" theme concludes with a look at key changes in the field of critical thinking for corporate governance and Boards. Gillian Lees is a Research and Development Specialist in Corporate Governance and Risk-Management. She talks to Harry Domzalski (AICPA & CIMA, UK) about key changes in the field of critical thinking for corporate governance and how it can help company Boards build trust, improve risk-management and create a platform for future success in a...
2018-12-2623 minFLP, the Finance Leadership Podcast"How Critical Thinking Builds Trust and Business Resilience" with Gillian Lees of AICPA & CIMA (London, UK). GBD32 "Be really clear that you're trying to develop SOLUTIONS... as well as being aware of your own biases, your own motivations for challenging" December's "Human Intelligence" theme concludes with a look at key changes in the field of critical thinking for corporate governance and Boards. Gillian Lees is a Research and Development Specialist in Corporate Governance and Risk-Management. She talks to Harry Domzalski (AICPA & CIMA, UK) about key changes in the field of critical thinking for corporate governance and how it can help company Boards build trust, improve risk-management and create a platform for future success in a...
2018-12-2623 min