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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 A ...
 
Welcome to the AICPA Forensic and Valuation Services (FVS) podcast channel. Subscribe to receive unlimited access to free podcasts on technical guidance, resources, and events as well as valuable insights and updates on professional issues from nationally recognized forensic and valuation experts. Visit us online at www.aicpa.org/fvs to gain access to valuable member-only benefits.
 
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show series
 
On the May 19, 2022 #AICPATownHall: Michael Cerami, CPA.com Executive Vice President, and AICPA President & CEO, Barry Melancon, CPA, CGMA, welcomed former CNBC Chief Economist and expert forecaster Marci Rossell for a discussion around the economic outlook, including topics around inflation, oil prices, and interest rates. Lisa Simpson, CPA, CGMA,…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Lisa Simpson, VP Firm Services AICPA Kari Hipsak, Senior Manager AICPA Brent Forbush, CPA, Managing Partner of Forbush & Associates Brandon Lagarde, CPA, JD Tax Director of Postlethwaite & Netterville Accounting Today Editor-In-Chief Dan Hood Topics: DC and Prof…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director, Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Profession & DC Update Post Tax Season Reflections Expanding service opportunities: SOC Technical Update GAQC Update on Auditing Federal Fund…
 
Guests: Angela Murdo, CPA, CFE A lack of internal controls can be disastrous to any business. Companies need to ensure sound risk management is in place, no matter their size. Internal controls can be the key to preventing and detecting fraud. This podcast will address financial and operational risks and provide you with the guidance to help preven…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Mark Dietrich, CPA/ABV Healthcare valuation requires an in-depth knowledge of specialized machinery, complicated coding and billing protocols as well as a highly regulated environment. Professionals who provide valuation services in this area also need to be understand how to identify and value intangible asset…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Michael Faulkender, PhD, Professor University of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, U.S. Treasury Edward Karl, VP, Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP, Firm Services AICPA Topics: Discussion with Michael Faulkender, Former…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Jim Bourke, Partner Withum Kari Hipsak, Senior Manager AICPA Carl Peterson, VP, Small Firms AICPA Mark Peterson, EVP, Advocacy AICPA Deborah Rood, Risk Control Consulting Director CNA Topics: Profession & DC Update Technical Update Last 30 Days of Tax Season Heightened Cyber Risk Key Insights on …
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Erin Collins, National Taxpayer Advocate Edward Karl, VP, Taxation AICPA Melanie Lauridsen, Senior Manager, Tax Policy and Advocacy AICPA Carl Peterson, VP, Small Firms AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update National Taxpayer Advocate, Erin Collins K-2/K-3 & Oth…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Amy Miller, Sr. Manager, Tax Policy & Advocacy AICPA Mark Peterson, EVP, Advocacy AICPA Kirk Phillips, Managing Director Global Crypto Advisors Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update IRS Actions/K-2/K-3 Preparation New Crypto Guidance & Tax Reporting Key Insights on t…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Mary Foelster, Sr. Director Governmental Auditing and Accounting AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update IRS Service Issues & Advocacy Tax Filing Hot Topics Single Audit for Relief Programs Key Insights on the February 3, 202…
 
Guest: Josh Shilts, CPA/ABV/CFF/CGMA Mark Zyla, CPA/ABV The valuation profession requires a broad understanding of valuation principles, standards, and up and coming trends within the industry. In this podcast, several of the key considerations that go into a valuation will be covered. Josh and guest Mark Zyla discuss: ESG and impact on valuations …
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Mark Peterson, EVP, Advocacy AICPA Carl Peterson, CPA, CGMA VP, Small Firms AICPA Steve Saah, Executive Director, Finance and Accounting Placement, Robert Half Lisa Bodell, CEO FutureThink Kari Hipsak, CPA, CGMA, Senior Manager AICPA Topics: Profession & DC Update Labor Trends & Seasonal Work Str…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Edward S. Karl, VP Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update Top Potential Tax Implications of Pending Legislation; effective date issues Technical Updates Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AI…
 
Presenters: Erik Asgeirsson, President & CEO CPA.com Barry Melancon, President & CEO AICPA Dr. Marci Rossell, Chief Economist Lisa Simpson, VP Firm Services AICPA Robert Durak, Director Audit & Accounting Technical Services AICPA Topics: •Revised BBB still possible for early 2022 •2021 Reflection & 2022 Economic Outlook •Inflation, Supply Chain, Em…
 
On this week's #AICPATownHall, live from the 10th Annual Digital CPA conference in Nashville, TN. CEO & President of CPA.com, Erik Asgeirsson, and Barry Melancon provided the latest update from DC. AICPA VP of Firm Services, Lisa Simpson, provided a technical update & up-to-the-minute legislative news. Mark Koziel of Allinial Global discussed the t…
 
Guests: Doug Aguilera, CPA/CFF, CGMA, CFE Derek Duarte, Senior Vice President, UnitedLex Kyle Kelly, Senior Technical Program Manager – eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape. We discuss ways to…
 
Guests: Doug Aguilera, CPA/CFF, CGMA, CFE Derek Duarte, Senior Vice President, UnitedLex Kyle Kelly, Senior Technical Program Manager – eDiscovery, Coinbase This two-part podcast series provides a wide-ranging discussion about the new challenges brought about because of COVID-19 and the continuously evolving technology landscape. We discuss ways to…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Bradford Cornell, PhD The concept of terminal value is one that is used throughout business valuation. Josh and guest Bradford Cornell discuss: A brief history of the terminal value The challenges of using steady growth models How to use long-term growth models The podcast will also discuss some important issue…
 
Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, President & CEO, AICPA Carl Peterson, VP of Small Firms, AICPA Bill Pirolli, Partner, DiSanto Priest Lisa Simpson, VP of Firm Services, AICPA Topics: 1. Details on Build Back Better Act 2. Tax provisions in signed Infrastructure Bill 3. Employee Retention Credit (ERC) sunset 4. B…
 
Presenters: Michael Cerami, EVP BD & Strategic Alliances, CPA.com Lisa Simpson, VP Firm Services, AICPA Lauren Pfingstag, Director of Congressional Affairs, AICPA Edward Karl, VP Taxation, AICPA Stan Sterna, VP Insurance Services, AON Topics: Latest from DC on infrastructure bill & pending legislation Tax developments and planning for upcoming tax …
 
Guest(s): Doug Aguilera, CPA/CFF, CGMA, CFE Randy Wolverton, CPA Anna Maria Cicirello, CA, CPA, CBV, CPA/CFF/ABV, CGMA Phishing is a cybercrime that relies on social engineering tactics to trick users into making security mistakes or give away sensitive information. This two-part podcast takes a deeper dive into the FVS Eye on Fraud quarterly repor…
 
Guest(s): Doug Aguilera, CPA/CFF, CGMA, CFE Randy Wolverton, CPA Anna Maria Cicirello, CA, CPA, CBV, CPA/CFF/ABV, CGMA Phishing is a cybercrime that relies on social engineering tactics to trick users into making security mistakes or give away sensitive information. This two-part podcast takes a deeper dive into the FVS Eye on Fraud quarterly repor…
 
Guests: Vera Moll, KPMG Netherlands Mike Broekhof, KPMG NetherlandS Anna Maria Cicirello, KPMG Canada With the growing trend and market demand for organizations to be more transparent with respect to the sustainability practices and their acknowledgement of social responsibility policies, there has been enhanced focus on ESG (environmental and soci…
 
Guests: Vera Moll, KPMG Netherlands Mike Broekhof, KPMG Netherlands Anna Maria Cicirello, KPMG Canada With the growing trend and market demand for organizations to be more transparent with respect to the sustainability practices and their acknowledgement of social responsibility policies, there has been enhanced focus on ESG (environmental and soci…
 
Guests: Sugi Hadiwijaya and Vin Batra This podcast will discuss the value creation for private companies in respect to two factors: EBITA/cash flow and capital structure. Topics include: Understanding the concept of key growth and performance improvement drivers and valuation Strategies to maximize value Establishing a value creation framework as a…
 
AICPA Town Hall Series – October 21, 2021 The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Elinor Litwack, CPA, Partner, Outsourced Accounting & Advisory, GRF CPAs & Advisors Ted Ross, CEO & Co-Founder, SpyCloud Lisa Simpson, CP…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Richard Claywell, CPA Company specific risk premium is the metric that captures unique risk to a business and is comprised of external and internal factors. Understanding how to identify and document these components is critical to providing valuations that are thoroughly supportable and defensible. Josh an…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Lisa Bodell, CEO, FutureThink Jennifer Burns, CPA, Chief Auditor, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Mark Peterson, …
 
Guests: Josh McDougall and Anna Maria Cicirello, CA,CPA/CFF/ABV,CBV With the emergence and popularity of cryptocurrency, there now exists a new avenue to hide assets during contentious proceedings. In this podcast we will discuss: Indicators that a person or entity holds crypto assets Gaining access to crypto records Recommendations for forensic pr…
 
Guests: Josh McDougall and Anna Maria Cicirello, CA,CPA/CFF/ABV,CBV With new technologies come new opportunities for bad actors to exploit advantageous conditions that may increase the fraud landscape. In this podcast we explore: What blockchain and cryptocurrencies are The risks and benefits of blockchain technology Ways to mitigate against fraud …
 
Guests: Craig Jacobson, MBA and Jevon Thomas, CPA, CFE, CAMS This podcast will engage the audience in detailed discussion on specific Solvency Opinions topics as a continuation from the Solvency Evaluation in Fraudulent Transfer Actions webcast. Topics for discussion: Understand differences between Valuation and Solvency Opinions Discuss recent COV…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Melanie Lauridsen, Senior Manager, Tax Policy & Advocacy, AICPA Lauren Pfingstag, Director, Congressional and Political Affairs, AIC…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA Ken Rugeti, CPA, ABV, CFF Reasonable Certainty is a legal definition that sets the standard by which courts hold estimates of damages claimed in a lawsuit. When a party in a legal action claims damages, experts are retained to provide a damages analysis that will be scrutinized under this threshold. Josh and gu…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Sm…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Melissa Davis, CPA The impact of the COVID pandemic on businesses and bankruptcy did not play out as many had anticipated. The support from the government through the CARES act and PPP loans appears to be helping individuals and businesses stay out of bankruptcy, but there is uncertainty around how long thi…
 
Guest(s): Michael Tran Duff, Assistant Vice President, Chief Information Security Officer (CISO) and Chief Privacy Officer (CPO), Stanford University Doug Aguilera, CPA, CFF, CGMA, CFE Cybersecurity threats are one of the biggest risks to an organization with little to no margin for weaknesses. We discuss the types of cybersecurity threats, respons…
 
Guest(s): Michael Tran Duff, Assistant Vice President, Chief Information Security Officer (CISO) and Chief Privacy Officer (CPO), Stanford University Doug Aguilera, CPA, CFF, CGMA, CFE Cybersecurity threats are one of the biggest risks to an organization with little to no margin for weaknesses. We discuss the types of cybersecurity threats, respons…
 
Guests: Josh Shilts, CPA/ABV/CFF/CGMA and Richard Pollack, CPA, ABV, CFF, PFS, CGMA In 1993 the U.S. Supreme Court made it ruling in the case Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993). This case established the Daubert standard and provides criteria by which the trial judge may make a preliminary assessment of the admissibil…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Alex Dorr, Vice President, People Evolution, Reality-Based Leadership Mary Foelster, CPA, Sr. Director, Governmental Auditing & Accounting, AICPA Lauren Pfingstag, Director, Congr…
 
Guests: Asif Charania, CPA/ABV/CFF; Josh Shilts, CPA/ABV/CFF/CGMA The podcast discusses how ‘small firm’ valuation practices presents both challenges and opportunities for valuation professionals. Hear about the diverse professional opportunities and broad spectrum of clients the small firm environment can offer. Josh and Asif talk about: The great…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson,…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, …
 
Guests: Dean Driskell, CPA/ABV/CFF and Josh Shilts, CPA/ABV/CFF/CGMA The podcast discusses the many paths available to accounting and finance majors who want to pursue a career in forensics and valuation services. Hear about the real-world experiences that helped shape the careers of Josh and Dean, and how accounting and finance disciplines complem…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Michael Faulkender, Ph.D., Professor Univ of Maryland, Former Chief Economist & Assistant Secretary for Economic Policy, United States Treasury Mark Peterson, Executive Vice Presi…
 
Guests: Heather Tullar, CPA/ABV, ASA and Josh Shilts, CPA/ABV/CFF, CGMA, CFE The podcast discusses some of the issues surrounding the valuation of Prince’s estate and the complexities that arise when working on a multi-faceted engagement with a wide spectrum of hard to value or highly specialized assets. Topics addressed include: Valuation of intan…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Michael Cerami, VP, Strategic Alliances, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Cathy Engelbert, CPA, Commissioner, WNBA, Former CEO, Deloitte Mark Peterson, Executive Vice President, Advocacy, …
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CG…
 
Guest: Holly Sharp, CPA, CFF, CFE Personal Injury Economic Loss Calculations When do you consider growth rates in personal injury economic loss calculations? Lost Earnings Lost Fringe Benefits Lost Household Services Future Medical Costs What sources do you consult to establish growth rates? How do you model growth rates in the economic loss calcul…
 
The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Ron Baker, Chief Value Officer, Armanino, Founder, VeraSage Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA …
 
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