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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 29, 2021

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


  • Erik Asgeirsson, President & CEO,
  • Daniel Martini, VP, Congressional Relations, American Bankers Association
  • Dixie McCurley, President & Co-Founder
  • Carl Peterson, CPA, VP, Small Firms, AICPA
  • Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA


  • Lender Update Discussion with the ABA
  • Latest Updates & Recommendations
  • Firm Strategies

Key Insights:

  • Daniel Martini, the American Banking Association’s vice president of congressional relations, discusses lender activity and SBA system integration issues surrounding the latest Paycheck Protection Program (PPP) application round.
  • Erik Asgeirsson, president and CEO of, and Lisa Simpson, the AICPA’s vice president of firm services, gives the latest updates on PPP developments.
  • Carl Peterson, the AICPA’s vice president of small firm interests, and Dixie McCurley, principal and co-founder of Trusted CFO Solutions, talk about the view from the ground and the extensive “layering of work” for firms assisting small businesses on PPP, the Employee Retention Credit and upcoming tax matters.