Podcast

AICPA Town Hall

Business, Business News, Management, News

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP forgiveness.

Episodes
165
Releases
Every two weeks
Typical length
1 hr 2 min
On air since
2020
Latest episode
5 days ago

Episodes

165 episodes, newest first

  1. Advancing tax transformation and strengthening small firm cybersecurity — Oct. 29

    Show notes

    During the Oct. 29 AICPA Town Hall, CPA.com's Brandon Allfrey shared a sneak peek of findings from the 2026 Tax Transformation Survey and practical strategies for advancing tax transformation. AICPA's Stephanie Otero was also joined by Chris Maxon of the U.S. Secret Service to discuss emerging cybersecurity risks and steps small firms can take to protect themselves. The episode also covered the latest DC and technical updates shaping the profession.

    1 hr 2 min
  2. AI-driven transformation and considerations for auditors — Oct. 15

    Show notes

    During the Oct. 15 AICPA Town Hall, CPA.com's Erik Asgeirsson was joined by Withum's Jim Bourke and CBIZ's Peter Scavuzzo for a tech discussion on emerging AI capabilities, accelerating transformation and how firms can adapt their business models to keep pace. Plus, AICPA's Carl Mayes and Jennifer Burns shared insights on how AI is being used across the audit process. Along with the latest DC and technical updates you need to know.

    Topics include:

    • DC Update
    • AI considerations for auditors
    • Navigating AI-driven transformation
    • Technical update

    1 hr 2 min
  3. Upskilling teams and protecting your firm from cyber risks — Oct. 1

    Show notes

    During the Oct. 1 AICPA Town Hall, CPA.com's Kim Blascoe and Baker Tilly's Angela MacPhee shared insights on upskilling teams to deliver advisory services. AICPA's Lisa Simpson, CNA's Sarah Ference and Aon's Nicole Graham kicked off Cybersecurity Awareness Month with real-world cyber and professional liability stories and steps firms can take to help prevent them. We also covered the latest DC and technical updates shaping the profession.

    1 hr 3 min
  4. Executive Roundtable insights and business employment trends – Sept. 17

    Show notes

    During the Sept. 17 Town Hall, CPA.com CEO Erik Asgeirsson and technology executive David Wyle shared key insights from the CPA.com and AICPA Executive Roundtable, including how AI is reshaping firm operations, value creation and collaboration across the technology ecosystem. Paychex CEO John Gibson also discussed business employment trends and the evolving labor market. The Town Hall also featured the latest DC and technical updates shaping the profession.

    1 hr 3 min
  5. Leading beyond drama and what's next for finance – Sept. 3

    Show notes

    During the Sept. 3 AICPA Town Hall, Reality-Based Leadership's Alex Dorr shared his five-step framework for helping leaders navigate change, overcome resistance and move teams forward. AICPA's Lisa Simpson and Tom Hood also discussed the latest Future of Finance updates. The Town Hall also featured the latest DC and technical updates shaping the profession.

    1 hr 2 min
  6. SQMS 1 readiness and building the profession's talent pipeline – Aug. 20

    Show notes

    During the Aug. 20 AICPA Town Hall, CPA.com's Emily Remington and AICPA's Tim Kindem explored the SOQM landscape from a peer review perspective, including key considerations as firms move from risk assessment to monitoring, remediation, and peer review readiness. AICPA's Lisa Simpson and Lexi Weber also shared talent considerations for the profession. The Town Hall also featured the latest DC and technical updates shaping the profession.

    1 hr 1 min
  7. Navigating CP53E notices, AI and emerging risk considerations — Aug. 6

    Show notes

    During the Aug. 6 AICPA Town Hall, AICPA's Mark Koziel shared an update on the CPA trust brand awareness campaign, while AICPA's Melanie Lauridsen and AICPA Chair Jan Lewis discussed CP53E notice updates. Melanie was also joined by CNA Insurance's Sarah Ference and Aon's Nicole Graham to discuss key risk considerations for firms, including the evolving impact of AI. The Town Hall also featured a profession update, and the latest DC and technical updates shaping the profession.

    1 hr 2 min
  8. Leadership perspectives on banking landscape and AI – July 23

    Show notes

    During the July 23 #AICPATownHall, CPA.com's Erik Asgeirsson and AICPA's Mark Koziel welcomed American Bankers Association President and CEO Rob Nichols for a leadership discussion on the current banking market outlook, state of fintech and AI in banking. We also covered a profession update and the latest DC and technical updates shaping the profession.

    1 hr 2 min
  9. The shift to advisory and new AI tax research insights — July 9

    Show notes

    In this week's AICPA Town Hall, CPA.com's Erik Asgeirsson was joined by CPA.com's Brandon Allfrey and Blue J CEO Ben Alarie to discuss AI's impact on tax transformation. AICPA's Erin Hartman was also joined by Chet Buchman of Swindoll, Janzen, Hawk & Lloyd to discuss practical strategies for moving from compliance to advisory. The Town Hall also covered the latest DC and technical updates shaping the profession.

    1 hr 2 min
  10. Rise2040: Shaping the future of accounting and finance — June 25

    Show notes

    In this week's #AICPATownHall, CPA.com's Erik Asgeirsson is joined by The Marks Group's Gene Marks to discuss the economic outlook for firms and small businesses, while AICPA's Lisa Simpson joins AICPA's Tom Hood to dive into the new Rise 2040 initiative and the future of the profession. Plus, catch up on the latest DC and technical updates you rely on.

    1 hr 1 min
  11. Trends around the profession (live from ENGAGE) – June 8

    Show notes

    During the June 8 #AICPATownHall, broadcast live from ENGAGE, CPA.com's Erik Asgeirsson joined AICPA's Mark Koziel, Susan Coffey, Lisa Simpson, and newly appointed AICPA Chair Jan Lewis to discuss the latest trends, challenges, and opportunities shaping the future of accounting. The conversation explored key developments impacting firms and the profession, along with insights from accounting leadership on what lies ahead.

    1 hr 17 min
  12. Tech & marketplace leadership discussion and firm-level change management

    Show notes

    During the May 28 AICPA Town Hall, CPA.com's Erik Asgerisson and BILL's René Lacerte discussed the tech and marketplace landscape and what it means for firms. We also continued our practice evolution series with a focus on advisory change management and the necessary foundations for growth. Plus, the latest DC and technical upates you rely on.

    Topics include:

    • DC Update
    • Technology & marketplace leadership discussion
    • Practice evolution: Firm-level change management
    • Technical Update

    Speakers:

    • Erik Asgeirsson, President & CEO, CPA.com
    • Rachel Dresen, VP, Congressional and Political Affairs, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • Kim Blascoe, Senior Director, CAS Professional Services, CPA.com
    • Kelli Visser, CEO and Partner, Larson Gross
    • René Lacerte, CEO, BILL.com

    1 hr 2 min
  13. Tax transformation and intentional growth and culture strategies

    Show notes

    In this week's AICPA TownHall, hear insights on tax transformation and what it takes for firms to move from compliance to advisory, with insights from CPA.com's Erik Asgeirsson and Brandon Allfrey. You'll also hear intentional approaches to growth and culture, along with the latest DC and technical updates shaping the profession.

    1 hr 2 min
  14. Audit transformation and post-tax season planning opportunities

    Show notes

    During this week's AICPA Town Hall, hosted by CPA.com's Michael Cerami, we explored the evolving audit transformation landscape and how firms can accelerate their audit journeys with CPA.com's Emily Remington and Schneider Downs & Co., Inc.'s Jeanne Barrett. The episode also featured post–tax season planning opportunities, with insights from AICPA's Cary Sinnett and Kidd Advisors' Matt Kidd. Plus, the latest technical updates from DC.

    1 hr 1 min
  15. Profession update, AI in focus and internal controls in a GenAI World

    Show notes

    In this AICPA Town Hall, hear the latest updates impacting the profession from AICPA's CEO Mark Koziel, as well as the state of AI from Radical's Pascal Finette. AICPA's Lexi Weber is also joined by Warren Averett's Paul Perry for a discussion on the internal controls in a GenAI world. Plus, you'll get the latest DC and technical updates you rely on as we near the end of busy season.

    1 hr 2 min
  16. Unleashing simplicity and risk management insights

    Show notes

    In this AICPA Town Hall, hear pro-tips on how to declutter your work life from FutureThink's CEO Lisa Bodell, as well as insurance and risk management insights from Aon's risk consultant, Nicole Graham and CNA Insurance's risk control director, Sarah Ference. Plus, you'll get the latest DC and technical updates you rely on to get through busy season.

    1 hr 1 min
  17. Top 100 Firms report insights and small firms update

    Show notes

    This AICPA Town Hall covers insights from Accounting Today's newly released 2026 Top 100 Firms report, as well as an update on the most pressing issues for small firms. Plus, the latest DC and technical updates you rely on to get through busy season.

    Topics include:

    • DC update
    • Latest technical guidance
    • Top 100 Firms report insights
    • Small firms update

    Speakers:

    • Erik Asgeirsson, President & CEO, CPA.com
    • Mark Peterson, EVP, Advocacy, AICPA
    • Lisa Simpson, VP, Firm Services, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • Dan Hood, Editor-in-chief, Accounting Today
    • Stephanie Otero, VP, Small Firm Advocate, AICPA

    1 hr 3 min
  18. State advocacy and cyber considerations in the AI era

    Show notes

    The Feb. 19 AICPA Town Hall featured a discussion on state advocacy and cyber considerations in the age of AI. Plus, get the latest DC and technical updates you rely on.

    Topics include:

    • Profession update
    • DC update
    • Latest technical guidance
    • State advocacy
    • Cyber risk in the AI era

    Speakers:

    • Michael Cerami, EVP, CPA.com
    • Mark Koziel, CEO, AICPA
    • Mark Peterson, EVP, Advocacy, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • James Cox, VP, State Advocacy & State Society Relations, AICPA
    • Avani Desai, CEO, Schellman

    1 hr 2 min
  19. Strategies for firm growth and beating burnout

    Show notes

    The Feb. 5 AICPA Town Hall episode includes a discussion on ways to spot early signs of burnout and practical ways to address them. We also dive into a conversation with former Marcum CEO Jeff Weiner on driving firm transformation. Plus, hear the latest DC and technical updates you rely on.

    Topics include:

    • DC update
    • Strategies for firm transformation
    • Latest technical guidance
    • Spotting and preventing burnout
    • Profession Ready Initiative research and goals

    Speakers:

    • Erik Asgeirsson, President & CEO, CPA.com
    • Rachel Dresen, VP, Congressional & Political Affairs, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • Lexi Weber, Senior Manager, Emerging Professionals Initiatives, AICPA
    • Lauren Baptiste, Founder, Acheloa Wellness
    • Jeff Weiner, Former CEO, Marcum
    • Carl Mayes, VP, CPA Candidate Quality & Competency, AICPA

    1 hr 1 min
  20. Digital asset reporting and technical updates ahead of busy season

    Show notes

    The Jan. 22 AICPA Town Hall includes a discussion around digital asset reporting, including key compliance obligations, data collection challenges and the need for accurate basis tracking. Plus, you'll hear a conversation around AI models and predictions, along with the latest DC and technical updates you need to know.

    Topics include:

    • Digital asset reporting
    • DC update
    • Latest technical guidance
    • AI models and predictions for 2026

    Speakers:

    • Erik Asgeirsson, President & CEO, CPA.com
    • Mark Peterson, EVP, Advocacy, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • Lisa Simpson, VP, Firm Services, AICPA
    • April Walker, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
    • Nik Fahrer, Blockchain & Digital Assets Practice Leader, Forvis Mazars
    • Jeff Seibert, Founder & CEO, Digits

    1 hr 2 min

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