Carl_Peterson

Carl G. Peterson CPA, CGMA

VP - Small Firm Interests, AICPA & CIMA

Carl Peterson, CPA CGMA, is Vice President of Small Firms at the Association of International Certified Professional Accountants. In this role, he serves as the small firm advocate and representative for the profession. In this capacity, he meets with small CPA firms regularly to understand their issues and represent these firms from an advocacy and firm development perspective. Peterson serves as the voice of small firms within the AICPA on standard-setting, regulatory and small business issues. He is responsible for ensuring AICPA initiatives continue to meet the needs of small firms. Carl has been identified as one of the Top 100 Influential People in Accounting by Accounting Today, 2014 thru 2023. Carl is also a technical advisor on the International Federation of Accountants Small Medium Practice Advisory Group.

Appearances

  • Thumbnail for Small Firm Town Hall
    Identification
    P28
    Date
    June 9, 2015
    This annual session will discuss viewpoints on professional issues and the implications for small firms…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Tommye Barie
    Partner, Succession Institute, LLC
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    $29
    Standard Price
  • Thumbnail for PCPS Roundtables
    Identification
    P101
    Date
    June 7, 2015
    For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of firm colleagues, who are ready to offer priceless professional support and reliable advice…

    Speakers

    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Natasha Schamberger
    Associate Director - Firm Services, AICPA
    $29
    Standard Price
  • Thumbnail for PCPS Roundtables
    Identification
    101
    Date
    June 5, 2016
    For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of firm colleagues, who are ready to offer priceless professional support and reliable advice…

    Speakers

    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $79
    Standard Price
  • Thumbnail for Staying a Small Firm - A Town Hall Conversation
    Identification
    66
    Date
    June 7, 2016

    Speakers

    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $29
    Standard Price
  • Thumbnail for Hot Topics in Firm Practice Management
    Identification
    PS1701
    Date
    June 13, 2017
    What emerging trends are developing in firm practice management that you should know about? How are firms recruiting and retaining talent, dealing with succession challenges, keeping up with technology that changes rapidly? We'll explore these questions and more…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Continue the Conversation: Carl Peterson & Lisa Simpson (not eligible for CPE)
    Identification
    ENG17CC04
    Date
    June 13, 2017

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • Thumbnail for PCPS Roundtables
    Identification
    PS17101
    Date
    June 12, 2017
    For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of public accounting colleagues, who are ready to offer professional support and advice…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for CAS and Small Business: Key Elements of a Strategic Relationship
    Identification
    T1707
    Date
    June 13, 2017
    Client Accounting Services (CAS), has seen impressive growth across the profession. At the same time, small business executives have an increasing appetite for business insight and a more strategic relationship with their Trusted Advisors. Erik Asgeirsson, President and CEO, CPA…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Firm in Motion
    Identification
    DCA1733
    Date
    December 6, 2017
    Transitioning to a high-performing firm of the future doesn’t have to be an overwhelming ordeal. Start by taking a step back to assess where your firm is in the process from three perspectives: culture, talent and clients…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for PCPS Roundtables
    Identification
    PST18101
    Date
    June 11, 2018
    For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of public accounting colleagues, who are ready to offer professional support and advice…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    $49
    Standard Price
  • Thumbnail for Expansion of Advisory Services Panel
    Identification
    PST1814
    Date
    June 12, 2018
    The demand exists and opportunities abound, yet scores of professionals continue to give away the most valuable asset they possess – their knowledge…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    Speaker Image for Wesley Middleton
    Managing Partner, MiddletonRaines + Zapata, LLP
    Speaker Image for Samantha Mansfield
    Senior Consultant, ConvergenceCoaching, LLC
    $49
    Standard Price
  • Thumbnail for Small Firm Connections
    Identification
    SGC1809
    Date
    May 21, 2018

    Speaker

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
  • Thumbnail for PCPS Roundtables
    Identification
    PST19103
    Date
    June 10, 2019
    For small firm owners and sole practitioners, this roundtable is the perfect opportunity to share insights about fundamental issues concerning all small firms. Develop your own network of public accounting colleagues, who are ready to offer professional support and advice…

    Speakers

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Cari Weston
    Cari Weston, CPA, CGMA
    Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Hot Topics in Today's Small Firm Environment
    Identification
    PST1927
    Date
    June 12, 2019
    For small firm owners, partners and emerging leaders interested in the top issues in small firm practice today…

    Speaker

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for 2018 PCPS MAP Survey Results
    Identification
    PST1941
    Date
    June 13, 2019
    For firm owners and partners ready to get a strong understanding of the 2018 MAP Survey results and how to use the survey to your advantage. This session will highlight results as well as drill deep into the analytics that can be done using the survey platform…

    Speaker

    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for PCPS Roundtables
    Identification
    PST20201
    Date
    June 8, 2020
    Small firm owners and sole practitioners, join us for the PCPS roundtables to discuss practice management concerns of small firms and gain insights from your peers…

    Speakers

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
  • Thumbnail for Practice Continuation Agreements - A Case Study
    Identification
    PST2028
    Date
    June 10, 2020
    In this session we will explore the considerations on why you should have a practice consideration agreement (PCA), especially if you are a sole owner. We will provide details on what should be in the agreement and the source to provide additional information on developing a useful PCA…

    Speakers

    Speaker Image for Michael Shost
    Michael G. Shost, CPA, CGMA
    Advisor, Judd Thomas Smith & Company, P.C.
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
  • Thumbnail for Small Firm Succession - Are you ready for the next wave of M&A
    Identification
    PST2217
    Date
    June 9, 2022
    We're in the midst of a leadership change in small firms, with many owners expected tor retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus…

    Speakers

    Speaker Image for Amber Goering
    CEO, Goering and Granatino
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Terrence Putney
    Partner, Whitman Transition Advisors
    $49
    Standard Price
  • Thumbnail for Small Firm Succession - Are you ready for the next wave of M&A?
    Identification
    PRA2306
    Date
    June 5, 2023
    We're in the midst of a leadership change in small firms, with many owners expected to retire within the next 10 years. The sooner firm owners start planning, the more successful an ownership transition can be. Let's discuss practical strategies and key areas of focus…

    Speakers

    Speaker Image for Amber Goering
    CEO, Goering and Granatino
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Small Firm Roundtables hosted by PCPS - ONSITE ONLY
    MAINTENANCE
    Identification
    PRA2418
    Date
    June 5, 2024
    Join us at the annual AICPA PCPS Small Firm Roundtables, where you and your firm's success take center stage! Prepare to be part of a dynamic session where you won't merely attend – you'll actively engage, learn, and thrive…

    Moderators

    Speaker Image for Orume Hays
    Orume A. Hays, CPA, CGMA, MST
    Founder & CEO, Hays CPA
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Lindsey Curley
    Lindsey Curley, CPA, CGMA
    Senior Manager, Firm Services - Public Accounting, AICPA & CIMA
    Speaker Image for Nicole Davis
    Founder and Chief Hello Officer, Butler-Davis
    Speaker Image for Matt Wilson
    Partner, Wilson Ivanova Certified Public Accountants
    Speaker Image for Amber Goering
    CEO, Goering and Granatino
  • Thumbnail for Alphabet Soup: AI, ESG, BOI – What's next in federal and state policy?
    Identification
    INT2405
    Date
    July 10, 2024
    Overwhelmed by the increase in state and federal public policy acronyms? This session will demystify the aspects of some of the most current policy acronyms impacting the CPA profession – artificial intelligence (AI), beneficial owner information (BOI) reporting, and environmental, social and gover…

    Moderator

    Speaker Image for P. Anthony Allen
    Government Affairs Director, Kentucky Society of CPAs

    Speakers

    Speaker Image for Ami Beers
    Senior Director - Assurance and Advisory Innovation, AICPA & CIMA
    Speaker Image for Carl Peterson
    Carl G. Peterson, CPA, CGMA
    VP - Small Firm Interests, AICPA & CIMA
    Speaker Image for Kate Kiley
    Director - Congressional & Political Affairs, AICPA & CIMA

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