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Webcasts
AICPA Town Hall Series: CARES Act and Paycheck Protection Program (PPP)
NASBA FIELD OF STUDY
Specialized Knowledge
LEVEL
Basic
CPE CREDITS
Audio Webcast: 1.0
Hear the latest updates on guidance from Treasury and SBA as well as review top firm questions surrounding the CARES Act and PPP. The Town Hall is led by AICPA executive leads Mark Koziel, EVP Firms Services, and Erik Asgeirsson, President & CEO, CPA.com. Joining them on a regular basis will be additional AICPA leaders such as Barry Melancon, President & CEO, AICPA and CEO, Association of International Certified Professional Accountants, as well as key external stakeholders.

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
In order to access the event, you must have the following streaming media player installed on your computer:

ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

Detailed information can be found here
https://event.on24.com/view/help/sysreq.html

Accessibility: The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Product details

Who Will Benefit?

  • CPAs
  • Tax professionals
  • Other qualified professionals
  • Sole practitioners
  • Small & medium size business owners

Key Topics

  • Status update
  • Current Treasury guidance
  • Top questions related to the CARES Act and PPP
  • AICPA resources & tools update

Learning Objectives

  • Identify overall stakeholders and process related to PPP implementation
  • Recall the fundamentals of the PPP and recent AICPA recommendations
  • Identify key issues (lender information, agent role, etc.)
  • Recognize the AICPA resources and tools

Up-to-the-minute guidance

Hear the latest updates on the CARES Act and progress of the Paycheck Protection Program (PPP) from AICPA executive leads Mark Koziel, EVP Firms Services, and Erik Asgeirsson, President and CEO, CPA.com in these weekly town hall webcasts. Topics will be updated weekly.

*** Free for AICPA members

FAQs

Please check the following:

  • Did you do a system test?
  • Are you still connected to the internet?
  • Is your computer configured to stream media? Test your system
  • Do you have the most up to date flash player installed?
  • Do you have the appropriate bandwidth to view the broadcast?
    • Symptoms of incorrect bandwidth include freezing or stuttering video during playback.
  • Does your IT department allow access to streaming audio/video through your corporate network?

Please check the following:

  • Did you do a system test?
  • Are you still connected to the internet?
  • If you have internal speakers verify that they are not muted.
  • If you have external speakers verify that they are turned on and aren't muted.
  • Do you have the most up to date flash player installed?
  • Do you have the appropriate bandwidth to view the broadcast?
    • Symptoms of incorrect bandwidth include freezing or stuttering video during playback.
  • Does your IT department allow access to streaming audio/video through your corporate network?

Pop-up blockers are software programs that stop windows from opening automatically. These windows often feature advertisements that can be an annoyance while browsing the internet.

While this is normally a desired result, some software utilizes the additional windows to deliver key functionality. Our webcasts utilize pop-ups to automatically open your presentation, attendance checks and slides in a new window. If your pop-up blockers are enabled, it will prevent you from being able to view the event and the attendance checks automatically.

It is very common to have multiple pop-up blockers operating at the same time; some you may not be aware of. You can locate most pop-up blockers in either the system tray (lower right hand corner of your screen but the clock) or as a toolbar (in IE and Firefox click on "View" then "Toolbars" to activate or deactivate toolbars).

Common toolbars such as Google and Yahoo Companion have built in pop-up blockers that you may need to disable. Also, if you are running personal firewall software such as Norton's Internet Security or Zonealarm, they will also block pop-ups.

If you are running personal firewall software and cannot view the event, please contact your internal IT department or the manufacturer of your firewall software for assistance in disabling pop-up blocking.

Also, if you are using a corporate network, please be aware of your IT policies regarding streaming audio and video. It is very common for businesses to block access to certain web sites containing unrelated content or streaming audio and video. Your IT department may need to make an exception in the system allowing you to view the broadcast.


If you opted for the CPE version of the webcast, then: YES. After the webcast is completed and you have selected all of the qualifying attendance checks, you will have the ability to print/download your CPE certificate. There are a number of ways to access your certificate.

  • At the end of the event, while still logged in, you can click the CPE icon at the bottom of the event player, which will launch a pop-up window containing your certificate.
  • If you do not click the CPE icon while in the presentation, you will have subsequent opportunities to download and print it. A post event email will be sent to the email address the event was registered under with a direct link to your certificate, as well as, access to the archive where you can again click the CPE icon.
  • If you have an AICPA/CPA.com store ID, you will also be able to access your certificate from your My Accounts section. If you opted for the NO CPE version of the webcast, then you will not be able to receive a certificate of completion.

NOTE: If you attended the CPE eligible webcast event, but did not click all the required attendance checks, qualifying you for CPE credit, you will NOT be able to use the archive of the event to then qualify for CPE. As a reminder CPE credit cannot be given for watching the archived version of the webcast due to NASBA guidelines.


Yes. All registrants of our webcasts get access to the archive after the event is over. The archive is typically available 24 hours after the event ends and online for 3 months. The same link you receive for accessing the live event can be used for accessing the archive. CPE credit will only be given if you attend the original, live webcast. Credit cannot be given for watching the archive version of any AICPA webcast, due to the National Association of State Boards of Accountancy (NASBA) guidelines issued for CPE.

When the FAQs in the presentation resource list don't resolve your issue, we ask that you contact us immediately for further assistance using the Q&A function in the presentation or one of the following:

  • Service Center by telephone – 1.888.777.7077
  • Service Center by email – service@aicpa.org
  • Due to varying email volume and processing times, we recommend attempting to contact us by telephone first if you are contacting us on the same day as your event.
  • If available, the following information can be very helpful to us when troubleshooting your issue.
    • What operating system are you currently using?
    • What internet browser are you using?
    • Are you receiving any error messages?
      • If so, please record the exact text of the message as it appears.
    • Are you running any anti-virus software?
      • If yes, what brand/version?
    • Are you running any pop-up blockers or toolbars?
    • Are you accessing the internet from your home PC or are you on a corporate network?
    • What type of connect are you using?
      • Cable, DSL, Dial-up, etc...
    • Can you provide a step-by-step description of how you are accessing the webcast?
    • What media player are you using?
      • Do you know the version of the player software?
    • Have you ever been able to view a webcast using the PC in question?
      • If so, when?

Participation in a live webcast is considered group-study. Credit is based on the scheduled length of the live program, with one 50-minute period equal to one CPE credit. Most webcast are scheduled for 100 minutes or two CPE credits.

You can find more information on the following AICPA Store web page: Important Information on Your CPE Credit.

Yes, you can log in during any portion of the webcast. Please note, however if you do not respond to the required amount of attendance checks, which are randomly distributed throughout the event, you will not qualify to receive your CPE certificate.

You may substitute your registration with another webcast of equal or lesser value if the request is received up to a day prior to the webcast. Refunds, less 50 percent administrative fee, will be issued if cancellation requests are received up to a day prior to webcast. No refunds or substitutions will be issued if cancellation requests are received during the webcast or after the webcast completion. For further information, call the AICPA Service Center at 888-777-7077 or send an email to service@aicpa.org.

Group Access

When a multi-seat group purchase is made, participants will all sit in one room and watch the course together.

After the group purchase is made, the purchaser will receive an email which provides them a direct link to the course. They should use this direct link to access the course.

For those participants sitting together as a group, using a single computer, the person who makes the PURCHASE must be the person logged into the event in order for everyone to receive CPE credit. As the attendance checks are presented on the screen the person logged in must answer them. If all the required checks have been met at the end of the event, the person logged in will click the CPE icon and a form will be provided, so that they can enter each participant who was sitting in the room with them. Once the form is fill out with all the users names/email addresses, then all certificates will be generated for saving/printing.

So what does this mean for my CPE certificate?

If you attended in a group, then the person who is logged in is responsible for responding to the attendance checks. After the event is over and the person logged in selects the CPE icon, they will be required to fill in the name, email and STORE ID of each person sitting in the room. This is why those individuals must have previously registered. Without a valid store ID, the attendee will NOT be able to access their CPE certificate from the MY ACCOUNT option after the event.

Ratings and reviews
Speaker bio

Mark Koziel, CPA, CGMA

Executive Vice President, Firm Services
American Institute of Certified Public Accountants

Mark Koziel is Executive Vice President – Firm Services for the American Institute of CPAs. He leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Small Firms, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting. His teams build and manage firm relations with all size firms, promoting awareness and value, including advocating for CPA firm success and ongoing relationships with public accounting influencers. His team creates innovative programs and engagement strategies to engage a diverse pipeline of current and future CPAs. He frequently speaks on CPA issues around the United States.

Prior to joining the AICPA, Koziel served three years as Director of Media Planning for a political consulting firm after finishing his twelve-year public accounting career in a variety of accounting, auditing and consulting roles at a large local accounting firm in Buffalo, NY.

Koziel was named in the top 10 of the Top 100 Most Influential People in Accounting by Accounting Today in 2015 and has appeared on the Top 100 list since 2008. He has also been named as one of CPA Practice Advisors' 25 Thought Leaders 2012 through 2016. Koziel was also named to the Global Accounting Power 50 list by The Accountant Magazine and the International Accounting Bulletin in 2014 and 2015. Koziel graduated with a B.S. in Accounting from Canisius College in 1991. He holds the CPA in NC and is a CGMA.

Erik Asgeirsson
President and CEO
CPA.com

Erik Asgeirsson has more than 20 years of experience in leading technology organizations and driving business growth. Over the past ten years Erik has driven CPA.com's focus on cloud computing and the transforming opportunities available to accounting firms and their business clients. Erik is a frequent speaker at professional conferences and is regularly quoted in the accounting and business trade press.

During Erik's tenure, CPA.com has added several new lines of business and is viewed as a leading change agent for driving technology adoption in the accounting profession. Erik has been on Accounting Today's list of the Top 100 Most Influential People in the Accounting Profession for the past decade, and is a member of the DigitalNow Advisory Group, which counsels business leaders on opportunities in the digital age.

Before joining CPA.com, Erik held a variety of senior positions in sales, product management, and operations in emerging areas at AT&T. He holds an MBA from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University. Early in his career, he served as a Peace Corps volunteer in Tanzania.

Erik lives in Rye, N.Y., with his wife and four daughters. In his spare time, he is an avid sailor and skier.

Lisa Simpson
CPA, CGMA

Director — Firm Services, AICPA

Lisa is Director — Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS) team in the development of practice management tools that address topics most important to firm owners. Lisa and her team develop and foster relationships with firms of all sizes, including through the AICPA’s Major Firms Group and Group of 400 initiatives as well as networking groups for small firms.

Lisa began her career with EY gaining audit and tax experience in her six years with the firm. She then worked for a small firm in Lexington, Kentucky for five years. Lisa has 20+ years of industry experience as well, having served as the CFO for non-profit and for-profit organizations before joining the AICPA in 2012.

Lisa graduated from Eastern Kentucky University and is licensed as a CPA in NC and KY.

Mark G. Peterson
Executive Vice President - Advocacy, AICPA

Mark G. Peterson is the Executive Vice President - Advocacy at the American Institute of CPAs (AICPA). In this position, he sets the direction for global advocacy for management and public accounting, CPA and CGMA issues. Peterson works closely with state CPA societies, national governments, US state governments, regulators, legislators and accounting bodies to influence and shape policy decisions impacting the profession. Peterson leads the Congressional & Political Affairs, and State Society Affairs, State Regulatory and Legislative Affairs and Tax Advocacy teams.

Prior to joining the AICPA, Peterson served as Vice President with the Alpine Group, where he was responsible for individualized lobbying work on tax, trade, agricultural, environmental, energy and related issues. He served a diverse group of clients, including major international technology companies, energy companies, financial institutions, manufacturers and trade associations, as well as worked on several major policy coalitions on matters pending before the legislative and executive branches of government.

Peterson has held several other positions in Washington that have included the role of Washington Representative for Toyota Motors North America, Director of Government and Regulatory Affairs for Andersen LLP in Washington and a Special Assistant to Speaker Newt Gingrich in the U.S. House of Representatives.

He earned his bachelor of science degree in history from the University of North Dakota.

Mike Trabold

Michael Trabold is the Director of Compliance for Paychex, Inc., based in Rochester, NY. He directs the compliance and regulatory activities of the Company; which serves over 670,000 clients in all 50 states and Europe. Paychex pays 1 in every 12 private-sector employees in America, is the nation’s largest 401k recordkeeper in number of plans managed and a top-25 insurance agency nationally and has an industry-leading Human Resource Services and PEO business. Mike is also on the Board of Directors of the National Payroll Reporting Consortium (NPRC), a non-profit trade association whose member organizations provide payroll processing and related services to over 1.7 million employers nationwide, covering over one-third of the private sector work force.

Prior to joining Paychex, Mike was with JPMorgan Chase in several senior compliance and risk management roles, including the Compliance Director of the firm’s National Small Business Financial Services business, the Director of Risk Management for the Consumer Banking Group, and the Controller and Senior Risk Manager for the Chase Investment Services Group, the bank’s retail broker-dealer and investment manager.

Mike is a graduate of St. Bonaventure University and the Leadership and Strategic Impact Program at the Tuck School of Business at Dartmouth.

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$39.00
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CREDIT INFO
CPE credits
Audio Webcast
: 1.0
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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