AICPA Town Hall

Topics include: The latest from DC on pressing issues impacting the profession Technical updates Accounting and finance hiring and retention trends Speakers: Michael Cerami, EVP, CPA.com Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Ai Ling Lee, Vice President, Field Practice Group, Robert Half

Topics include: The latest from DC on pressing issues impacting the profession Technical updates End of tax season risk alert Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA

Topics include: DC and profession news and analysis Technical updates Tax season practitioner discussion Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Gary Wood, Partner, Compere Robinette CPAs Erin Roche, Tax Partner, BPM

Topics include: Accounting Today Top Firms report findings and trends National Pipeline Advisory Group update DC and profession news and analysis Speakers: Erik Asgeirsson, President and CEO, CPA.com Sue Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, editor-in-chief, Accounting Today Betsy Krisher, Chairman and CEO, Maher Duessel

Topics include: Tax season & IRS update DC and profession news and analysis First quarter planning for a successful 2024 Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Erin Collins, National Taxpayer Advocate, IRS Kimberly Ellison-Taylor, Founder and CEO, KET Solutions

Topics include: DC and profession news and analysis Technical updates Decision-making during high-stress and high-productivity demands Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Alex Dorr, VP, People Evolution, Reality Based Leadership

Topics include: DC and profession news and analysis Tax legislation Technical updates Small firm practitioner tax discussion Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Nicole Davis, Founder, Butler Davis Tax & Accounting

Topics include: DC and profession news and analysis Technical updates 2023 reflections and strategies for 2024 Speakers: Barry Melancon President and CEO, AICPA Erik Asgeirsson President and CEO, CPA.com Mark Peterson EVP, Advocacy, AICPA Lisa Simpson VP, Firm Services, AICPA Jeffrey Weiner Chairman and CEO, Marcum

Topics include: DC and profession news and analysis Technical updates and breaking ERC news 2024 small business impacts and forecast BOI reporting risk and liability Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group Stan Sterna, VP, Professional Firms, Aon Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA

Topics include: DC and profession news Technical updates Discussion on innovation, transformation and evolving business models Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Lindsay Stevenson, Chief Transformation Officer, BPM Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente

Topics include: DC and profession news Technical updates Personal financial planning (PFP) strategies & tax advisory Year-end PFP update Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Snyder, Director, Personal Finance Planning, AICPA Adam Holt, CEO and Founder, Asset-Map

Topics include: Economic forecast DC and profession news Cybersecurity & .CPA discussion Technical updates Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Steve Liesman, Senior Economics Reporter, CNBC Johnathan Dixon, Senior Advisor, US Department of TreasuryRandy Johnston, CEO and Co-founder, NMGI, EVP, K2 Enterprises Chris Cromer, Director of Operations, CPA.com

Topics include: DC and profession news Technical updates Updates on system of quality management standards (SQMS) and audits Tech practice aid and risk assessment Employee retention credit (ERC) news Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Jennifer Burns, Chief Auditor, AICPA Jan Lewis, Partner, Haddox Reid

Topics include: DC and profession news Technical updates Practical applications of generative AI for accounting & finance PCPS resources to help firms right-size their client base Speakers: Erik Asgeirsson, president and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kacee Johnson, VP, Strategy & Innovation, CPA.com Jason Staats, Founder, Realize Carrie Steffen, Co-founder & President, The Whetstone Group

Topics include: Employee Retention Credit (ERC) update Technical updates Trends in firm mergers and acquisitions and private equity activity CPA Evolution and talent pipeline Speakers: Erik Asgeirsson, president and CEO, CPA.com Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Allan Koltin, CEO, Koltin Consulting Group Mike Decker, VP, Examinations, AICPA

Topics include: DC and profession news Technical updates ERC strategies Hierarchy of value Speakers: Michael Cerami, EVP-Strategic Alliances, Business Development and Communications, CPA.com Rachel Dresen, senior director of congressional and political affairs of the AICPA April Walker, lead manager, Tax Practice & Ethics, AICPA Dan Chodan, partner, Trout CPA Ron Baker, author and founder, VeraSage Institute

Topics include: DC and profession news Technical updates Debt limit and U.S. economy Strategies to drive small firm success 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 Michael Faulkender, former Asst. Secretary of the Treasury Orumé Hays, founder and managing director, Hays CPA, and chair of the PCPS practice management committee

Topics include: A research-driven exploration of demographics and how shifts impact the talent pipeline DC and profession news Technical updates A professional liability strategy update from Aon Speakers: Erik Asgeirsson, president and CEO of CPA.com Lisa Simpson, VP, firm services of the AICPA Rachel Dresen, senior director of congressional and political affairs of the AICPA Dr. Jim Johnson, professor and director of the Urban Investment Strategies Center at UNC Business School Stan Sterna, VP, professional firms of Aon Sarah Ference, risk control director, professional services, CNA

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 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