Episodios

  • House budget bill, payment transformation and CPA licensure

    House budget bill, payment transformation and CPA licensure
    May 22 2025
    Topics include: DC update: Latest developments from Capitol Hill and their potential impact CPA licensure: Examining CPA different models and the talent pipeline Technical update: Actionable guidance for your practice Payment transformation: Insights into digital transformation in the office of CFO and small business Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Daniel J. Dustin, President and CEO, NASBA René Lacerte, CEO, BILL
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    1 h y 1 m
  • Strategic planning strategies and a profession update

    Strategic planning strategies and a profession update
    May 8 2025
    Topics include: DC update: Latest developments from Capitol Hill and their potential impact. Profession update: Insights from AICPA CEO. Technical update: Actionable guidance for your practice. Strategic planning: Actionable tips and resources to support business model transformation. Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Kassi Rushing, Owner, Kassi Rushing Consulting
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    1 h y 2 m
  • A new era for CAS + post-tax season planning

    A new era for CAS + post-tax season planning
    Apr 24 2025
    Topics include: DC update: Latest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning A new era of CAS: Impacts of SSARS 27 on advisory services Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services, AICPA Dan Snyder, Senior Manager, Personal Financial Planning, AICPA Kim Blascoe, Sr. Director, CAS Professional Services, CPA.com Mike Westervelt, Chair, AICPA Accounting and Review Services Committee Becky Munson, Partner, Mid-Market Practice Leader, Outsourcing Services, Eisner Advisory Group LLC
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    1 h y 1 m
  • Tariffs, not-for-profits, BOI and ERC

    Tariffs, not-for-profits, BOI and ERC
    Apr 3 2025
    Topics include: DC update: Latest news from Capitol Hill Small business environment: Market trends and SMB outlook Technical update: What you need to know to finish out busy season Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits Speakers:  Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA Gene Marks, President, The Marks Group
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    1 h y 2 m
  • Simplification strategies and an economic outlook

    Simplification strategies and an economic outlook
    Mar 20 2025
    Topics include: DC update: Latest news from Capitol Hill Economic forecast: An outlook on the markets heading into the second quarter Technical update: What you need to know to navigate busy season Calming the chaos: Insights into the psychology of chaos and how to reduce it Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services Rachel Dresen, Senior Director of Congressional and Political Affairs, AICPA Marci Rossell, Expert economic forecaster Lisa Bodell, Founder and CEO, FutureThink
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    1 h y 1 m
  • Former IRS Commissioner, Top 100 firms report preview and BOI news

    Former IRS Commissioner, Top 100 firms report preview and BOI news
    Feb 27 2025
    Topics include: DC update: Latest news on bills, budgets, and BOI from Capitol Hill Technical update: What you need to know to navigate busy season Top Firms Report: Insights from fastest growing firms & Top 100 report Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Dan Hood, Editor-in-Chief, Accounting Today Charles Rettig, Former Commissioner, IRS
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    1 h y 1 m
  • A news power hour: Expert insights on the latest from DC and the profession

    A news power hour: Expert insights on the latest from DC and the profession
    Feb 13 2025
    Topics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers:  Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member, BMSS, LLC
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    1 h y 2 m
  • Tax bill discussion draft, risk management strategies and AI tools for tax

    Tax bill discussion draft, risk management strategies and AI tools for tax
    Jan 30 2025
    Topics include: DC update: Impacts of the first 10 days of the new administration Risk management strategies: Minimize scope creep and billing risks AI and tax: Ways you should be using AI in your tax practice if you’re not already Technical updates: Essential IRS news and resources for busy season Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Michael Ceramie, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Ashley Francis, Owner, The Francis Group April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA Stan Sterna, VP, Professional Firms, Aon
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    1 h y 1 m
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