Afleveringen
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Topics include:
Firm leadership and strategies
AI in accounting and finance
Firm business model trends
Audit and assurance update
Top news from DC and the profession
The latest technical updates
Speakers:
Erik Asgeirsson, President and CEO, CPA.com
Sue Coffey, CEO, Public Accounting, AICPA
Carla McCall, Chair, AICPA, and Managing Partner, AAFCPAs
Tom Hood, EVP, Business and Growth, AICPA
Lisa Simpson, VP, Firm Services, AICPA
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Topics include:
Legislative update with profession analysis
The latest technical updates
State legislature trends
IRS service & strategy
Speakers:
Barry Melancon, President and CEO, AICPA
Erik Asgeirsson, President and CEO, CPA.com
Lisa Simpson, VP, Firm Services, AICPA
Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA
Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
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Zijn er afleveringen die ontbreken?
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Topics include:
Legislative update with profession analysis
The latest technical updates
Economic forecast including small business trends
Guidance on retirement and elder planning
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
Dan Snyder, Director, Personal Finance Planning, AICPA
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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
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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
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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
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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
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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
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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
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Topics include:
DC and profession news and analysis
Tax legislationTechnical 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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