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Welcome to the AICPA Town Hall Series, your resource for the latest news on the most pressing issues facing the accounting profession. 

Join us Live, Thursdays at 3pm ET. Register here >>

Jan 15, 2021

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession.


  • Erik Asgeirsson, President & CEO,
  • Kristin Esposito, CPA, MST, Dir, Tax Policy & Advocacy, AICPA
  • Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA
  • Lisa Simpson, Director, Firm Services, AICPA


  • Update from Washington DC
  • Latest PPP Updates & Recommendations
  • CPA Loan Portal Demo
  • ERC Enhancements and PPP

Key Insights:

  • Erik Asgeirsson, president and CEO of, and Lisa Simpson, the AICPA’s vice president of firm services, provide the latest developments on the Paycheck Protection Program (PPP) leading up to the Jan. 19 opening of the application process to all participating lenders.
  • AICPA senior manager Kari Hipsak discusses elements of the CPA Business Funding Portal, a user-friendly tool for handling PPP loan and forgiveness applications. Fintech Biz2Credit, which built the tool with, is approved by the SBA to make PPP loans directly to borrowers.
  • Kristin Esposito, the AICPA’s director of tax policy and advocacy, talks about enhancements to the Employee Retention Credit and how firms can advise clients about the interplay between the credit and PPP.