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
IdentificationP28DateJune 9, 2015This annual session will discuss viewpoints on professional issues and the implications for small firms…Speakers
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMATommye E. Barie, CPAPartner, Succession Institute, LLCBarry C. Melancon, CPA, CGMAPresident and CEO, AICPA & CIMA$29Standard Price
IdentificationP101DateJune 7, 2015For 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
President and CEO, Allinial GlobalCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMAAssociate Director - Firm Services, AICPA$29Standard Price
Identification101DateJune 5, 2016For 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
President and CEO, Allinial GlobalCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA$79Standard Price
Identification66DateJune 7, 2016Speakers
President and CEO, Allinial GlobalCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA$29Standard Price
IdentificationPS1701DateJune 13, 2017What 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA$49Standard Price
IdentificationENG17CC04DateJune 13, 2017Speakers
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA
IdentificationPS17101DateJune 12, 2017For 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA$49Standard Price
IdentificationT1707DateJune 13, 2017Client 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
President & CEO, CPA.comCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA$49Standard Price
IdentificationDCA1733DateDecember 6, 2017Transitioning 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA$49Standard Price
IdentificationPST18101DateJune 11, 2018For 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMACari Weston, CPA, CGMADirector - Tax Practice & Ethics, Association of International Certified Professional Accountants$49Standard Price
IdentificationPST1814DateJune 12, 2018The demand exists and opportunities abound, yet scores of professionals continue to give away the most valuable asset they possess – their knowledge…Speakers
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMACari Weston, CPA, CGMADirector - Tax Practice & Ethics, Association of International Certified Professional AccountantsWesley Middleton, CPAManaging Partner, MiddletonRaines + Zapata, LLPSenior Consultant, ConvergenceCoaching, LLC$49Standard Price- IdentificationSGC1809DateMay 21, 2018
Speaker
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA 
IdentificationPST19103DateJune 10, 2019For 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMACari Weston, CPA, CGMADirector - Tax Practice & Ethics, Association of International Certified Professional AccountantsLisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMA$49Standard Price
IdentificationPST1927DateJune 12, 2019For small firm owners, partners and emerging leaders interested in the top issues in small firm practice today…Speaker
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA$49Standard Price
IdentificationPST1941DateJune 13, 2019For 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
Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA$49Standard Price- IdentificationPST20201DateJune 8, 2020Small 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
Lisa Simpson, CPA, CGMAVP - Firm Services, AICPA & CIMACarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA - IdentificationPST2028DateJune 10, 2020In 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
Michael G. Shost, CPA, CGMAAdvisor, Judd Thomas Smith & Company, P.C.Carl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMA 
IdentificationPST2217DateJune 9, 2022We'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
CEO, Goering and GranatinoCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMATerrence Putney, CPAPartner, Whitman Transition Advisors$49Standard Price
IdentificationPRA2306DateJune 5, 2023We'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
CEO, Goering and GranatinoCarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMACEO, Ascend$49Standard Price- MAINTENANCEIdentificationPRA2418DateJune 5, 2024Join 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
Orume A. Hays, CPA, CGMA, MSTFounder & CEO, Hays CPACarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMALindsey Curley, CPA, CGMASenior Manager, Firm Services - Public Accounting, AICPA & CIMAFounder and Chief Hello Officer, Butler-DavisPartner, Wilson Ivanova Certified Public AccountantsCEO, Goering and Granatino - IdentificationINT2405DateJuly 10, 2024Overwhelmed 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
P. Anthony Allen, MPAGovernment Affairs Director, Kentucky Society of CPAsSpeakers
Senior Director - Assurance and Advisory Innovation, AICPA & CIMACarl G. Peterson, CPA, CGMAVP - Small Firm Interests, AICPA & CIMADirector - Congressional & Political Affairs, AICPA & CIMA
