Episodios

  • Shutdown watch, economic outlook and benchmarking for firms

    Shutdown watch, economic outlook and benchmarking for firms
    Sep 25 2025

    Topics:

    Key DC updates

    An economic outlook for the rest of 2025

    Technical updates

    Results from the 2025 AICPA PCPS National Management of an Accounting Practice (MAP) Survey

    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

    Erin Hartman, Senior Manager, Firm Services – Public Accounting, AICPA

    Marci Rossell, Expert Economic Adviser
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    1 h y 2 m
  • DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next

    DC outlook, trends defining the profession and risk management strategies to move from one tax season to the next
    Sep 11 2025

    Topics include:

    • Key DC updates

    • AI, tech and transformation trends in accounting

    • Technical updates

    Speakers: 

    • Erik Asgeirsson, President & CEO, CPA.com

    • Mark Koziel, President & CEO, AICPA

    • Lisa Simpson, VP, Firm Services, AICPA

    • Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA

    • Sarah Ference, Risk Control Director, Accountants, CNA Insurance

    • Nicole Graham, Risk Consultant, Aon

    Más Menos
    1 h y 2 m
  • IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood

    IRS Modernization with Danny Werfel & The Shifting Role of the CFO with Tom Hood
    Aug 21 2025
    Topics include: Key DC and technical updates IRS modernization efforts The shifting role of the CFO Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Tom Hood, EVP, Business Growth and Engagement, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA  Daniel Werfel, Former Commissioner, IRS
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    1 h y 2 m
  • DC updates, hiring insights and better tax season planning

    DC updates, hiring insights and better tax season planning
    Aug 7 2025
    Topics include: Key DC and technical updates Current hiring trends and what they mean for your firm or business Changes that firms can make now to improve next year's tax season Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPA Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA Steve Saah, Executive Director, Finance & Accounting - Permanent Placement, Robert Half Brenda Cannon, Co-founder & Partner, Cannon & Associates, CPAs
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    1 h y 2 m
  • IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance

    IRS insider Perspective on H.R. 1 + Future-Ready Firm Governance
    Jul 24 2025
    Topics include: Tax law decoded: What’s changing and how the IRS will apply it Firm governance: Practical ideas to support adaptability and long-term growth Key DC and technical updates Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Erin Hartman, Senior Manager, Firm Services - PCPS, AICPA Terry Lemons, former Communications and Liaison Chief, IRS Sarah Johnson Dobek, Founder & President, Inovautus Consulting Gary Thomson, Founder, Thomson Consulting
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    1 h y 1 m
  • Special Edition: Key Tax Law Changes You Need to Know

    Special Edition: Key Tax Law Changes You Need to Know
    Jul 14 2025

    Speakers

    • Mark Peterson, EVP, Advocacy, AICPA
    • Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA
    • Lisa Simpson, VP, Firm Services, AICPA
    • Jan Lewis, Partner, BMSS Advisors & CPAs, AICPA

    Topics

    • DC update
    • H.R. 1: Key tax law provisions
    • Beyond the law: Implementation
    • Communicating with your clients
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    1 h y 1 m
  • Tax legislation breakdown, research tools and what's next

    Tax legislation breakdown, research tools and what's next
    Jul 10 2025
    Topics include: Tax legislation breakdown and DC update Tax research tools What's next for CPAs and clients Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Koziel, President and CEO, AICPA Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Mark Gallegos, Partner, Porte Brown Accountants and Advisors Robert Keebler, Partner, Keebler & Associates
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    1 h y 2 m
  • Tax bill status, small firm opportunities and the transformation economy

    Tax bill status, small firm opportunities and the transformation economy
    Jun 26 2025
    Topics include: Top news from DC The latest technical updates Small firm opportunities Transformation economy Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Ed Kless, Co-founder, THRESHOLD
    Más Menos
    1 h y 2 m