Lisa_Simpson

Lisa Simpson CPA, CGMA

VP - Firm Services, AICPA & CIMA

Lisa is Vice President - Firm Services for the AICPA. She leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting. Her teams build and manage firm relationships with all size firms, promoting awareness and value, including advocating for CPA firm success and ongoing relationships with public accounting influencers. Her teams create innovative programs and engagement strategies to engage a diverse pipeline of current and future CPAs. 

Since 2020 Lisa has been engaging with thousands of CPAs and business owners through the award-winning AICPA Town Hall Series [https://www.cpa.com/town-hall]. She is recognized as one of the top 100 Most Influential People in Accounting by Accounting Today. 

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.


Appearances

  • 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 PCPS Top Issues Update
    Identification
    73
    Date
    June 11, 2014
    The results of the 2013 PCPS CPA Firm Top Issues Survey are in. We’ll explore the challenges facing firms, the resources available to help tackle those top challenges and how to chart your firm’s own course…

    Speakers

    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $2900
    Standard Price
  • Thumbnail for PCPS Roundtables/CPEA Roundtable: Discussing the A&A Issues that Practitioners and Accountants are Dealing with Today
    Identification
    105/108
    Date
    June 8, 2014
    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 Robert Durak
    Robert J. Durak, CPA, CGMA
    Director - Audit & Accounting Technical Services, Association of International Certified Professional Accountants
    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $7900
    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
    $7900
    Standard Price
  • Thumbnail for Get the Most From Your PCPS Membership
    Identification
    S2
    Date
    July 22, 2016
    AICPA’s Private Companies Practice Section (PCPS) offers resources on a range of practice management and technical topics that firms of all sizes can use…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Top Resources to Give Small Firms an Edge
    Identification
    PI1710
    Date
    June 14, 2017
    Small CPA firms play an important role in the success of businesses of all sizes. The AICPA and its Private Companies Practice Section (PCPS) offer resources firms can use to better communicate their value to clients and to help businesses succeed…

    Speakers

    Speaker Image for Kari Hipsak
    Kari L. Hipsak, CPA, CGMA
    Senior Manager - Firm Services, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • 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
    $4900
    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
    $4900
    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 MAP Benchmarking Survey - Assess for Success
    Identification
    PS1729
    Date
    June 15, 2017
    Let’s review the results of the 2016 PCPS/CPA.com MAP Survey, the profession’s premier firm benchmarking study! The biennial survey offers insights on financial and practice management trends for firms, analyzed by firm size and region…

    Speakers

    Speaker Image for Kari Hipsak
    Kari L. Hipsak, CPA, CGMA
    Senior Manager - Firm Services, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Virtual Afternoon Coffee Chat - with PCPS (not eligible for CPE)
    Identification
    WOM17VCC1
    Date
    November 8, 2017
    Join the AICPA PCPS section on Wednesday from 3:40pm – 4:00pm and Thursday from 10:15am – 10:35am CST for interactive conversations and networking! Get up to date on new developments, learn about new resources within our profession and get a view of what lies ahead…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • Thumbnail for Virtual Morning Coffee Chat - with PCPS (not eligible for CPE)
    Identification
    WOM17VCC2
    Date
    November 9, 2017
    Join the AICPA PCPS section on Thursday from 10:15am – 10:35am CST for interactive conversations and networking! Get up to date on new developments, learn about new resources within our profession and get a view of what lies ahead…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • 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
    $4900
    Standard Price
  • Thumbnail for Virtual Round Table Discussion - Why Get Digital Certificates?
    Identification
    DCA1703b
    Date
    December 4, 2017
    After hearing about disruptive and innovative strategies being employed across businesses, participate in the round table discussions with your peers. Select a topic of interest and begin discussing the application and impact in your practice in the coming months and years…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • Thumbnail for Virtual Round Table Discussion - AICPA Section Resources
    Identification
    DCA1725a
    Date
    December 5, 2017
    You have been in sessions all day hearing best practices and new ideas. Choose the round table on a topic you would like to explore further through conversation; begin thinking through application of new initiatives, and ask more questions you didn’t get a chance to ask during the day…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • 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
    $4900
    Standard Price
  • Thumbnail for PCPS Hot Topics in Practice Management
    Identification
    PST18ER03
    Date
    June 14, 2018
    What are some of the practice management opportunities and challenges firms across the country are experiencing? Hear from the PCPS team about what the hot topics and trends are and some successful approaches for managing your firm more effectively…

    Speakers

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Lindsey Curley
    Lindsey Curley, CPA, CGMA
    Senior Manager, Firm Services - Public Accounting, AICPA & CIMA
    $4900
    Standard Price
  • 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
    $4900
    Standard Price
  • Thumbnail for Start Mentoring Now with Turnkey Resources
    Identification
    PST1928
    Date
    June 12, 2019
    Are you considering starting a mentoring program within your practice? Want tips on how to be a better mentor or how to ask for a mentor? Or do you want to give back to the profession by mentoring but don't know where to start? We've got you covered! In this session you'll learn about turnkey mento…

    Speakers

    Speaker Image for Kelly Welter
    Partner, Serl Keefer Welter CPAs LLP
    Speaker Image for Matt Wilson
    Partner, Wilson Ivanova Certified Public Accountants
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Hot Topics in Practice Management
    Identification
    PST19ER03
    Date
    June 13, 2019
    What are some of the practice management opportunities and challenges firms across the country are experiencing? Hear from the PCPS team about the results of the 2019 CPA Firm Top Issues survey and some tips for managing your firm more effectively…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for ENG201.07. Special Edition of the AICPA Town Hall Series
    Identification
    ENG201.07
    Date
    June 9, 2020
    Join this exciting special Town Hall with AICPA Leadership to hear about the latest issues affecting the profession and how we're working to help guide the way forward…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Dixie McCurley
    Partner, Client Accounting Services, Cherry Bekaert Advisory LLC
    Speaker Image for Elinor Litwack
    Partner, Outsourced Accounting & Advisory Services, GRF CPAs and Advisors
    $4900
    Standard Price
  • Thumbnail for CARES Act Provisions
    Identification
    COR2049
    Date
    December 9, 2020
    We'll review the latest developments in the Paycheck Protection Program and other business relief programs. You'll get insights on the forgiveness process for PPP loans and other current issues…

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for PST2108. Navigating the Future: Disruption Map Exercise to Future-Proof Your Firm
    Identification
    PST2108
    Date
    July 27, 2021
    During this interactive session, attendees will run disruption map exercises to identify 2nd and 3rd level implications of emerging trends…

    Speakers

    Speaker Image for Kacee Johnson
    Vice President, Strategy & Innovation, CPA.com
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for ENG21TH. AICPA Town Hall
    Identification
    ENG21TH
    Date
    July 27, 2021
    Live from ENGAGE! The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long term success…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    Speaker Image for Jill Schlesinger
    Business Analyst, CBS News
    Speaker Image for Lindsay Stevenson
    Chief Transformation Officer, BPM LLP
    $4900
    Standard Price
  • Thumbnail for Emerging Advisory Services: ESG, SOC, Working Capital
    Identification
    DCPA2130
    Date
    December 8, 2021
    Opportunities for advisory services are growing in emerging areas, such as: environmental social and governance (ESG) reporting, SOC auditing, cybersecurity, and working capital…

    Speakers

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Jim Bourke
    Managing Director Advisory Services, WithumSmith+Brown
    Speaker Image for Joe Holman
    Joe Holman, CPA, SASB FSA Credential Holder
    ESG Practice Leader, Withum Smith+Brown, PC
    Speaker Image for Andrea Parness
    Andrea Parness, CPA, CTC
    Owner, A. Parness Company CPA
    $4900
    Standard Price
  • Thumbnail for Lunch & AICPA Town Hall
    Identification
    DCPA21NS10
    Date
    December 7, 2021
    Join this Special Edition AICPA Town Hall, Live from Digital CPA…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Lindsay Stevenson
    Chief Transformation Officer, BPM LLP
    Speaker Image for Pascal Finette
    Co-founder, be radical Group
    Speaker Image for Mark Koziel
    President and CEO, Allinial Global
    $4900
    Standard Price
  • Thumbnail for AICPA Town Hall
    Identification
    ENG22TH
    Date
    June 7, 2022
    Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession…

    Speakers

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for How to Maintain Culture in a Remote World
    Identification
    DCPA2232
    Date
    December 7, 2022
    Remote work offers talent a greater opportunity to have the work life balance they have been hungry for while maintaining productivity levels. With firms making remote, or blended, work environments a permanent option, leaders are struggling with how to maintain their firm culture…

    Speakers

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Jody Grunden
    Partner, Anders CPAs + Advisors
    Speaker Image for Tom Barry
    Managing Partner, GHJ
    Speaker Image for Margaret Heneghan
    Deputy Chief People Officer & Chief People Officer, AON
    $4900
    Standard Price
  • Thumbnail for AICPA Town Hall
    Identification
    DCPA2225
    Date
    December 6, 2022
    Live from Digital CPA, the AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Jody Grunden
    Partner, Anders CPAs + Advisors
    Speaker Image for Anoop Mehta
    Anoop N. Mehta, CPA, CGMA
    Chief Strategist, Analytical Mechanics Associates
    Speaker Image for Ron Quaranta
    Founder and Chairman, Wall Street Blockchain Alliance
    $4900
    Standard Price
  • Thumbnail for AICPA & CIMA Town Hall - 100th Episode (All Tracks)
    Identification
    ENG2327
    Date
    June 6, 2023
    The award winning AICPA Town Hall is celebrating its 100th episode live from ENGAGE…

    Speakers

    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Alex Dorr
    Alex Dorr, M.S., CSP
    Speaker, Vice President of People Evolution, Reality-Based Leadership
    $4900
    Standard Price
  • Thumbnail for AICPA Townhall Live!
    Identification
    DCPA2309
    Date
    December 5, 2023
    Live from Digital CPA, the award-winning AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Okorie Ramsey
    Okorie L. Ramsey, CPA, CGMA, PMP, NACD.DC
    110th Chairman of the AICPA & CIMA, AICPA & CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Lindsay Stevenson
    Chief Transformation Officer, BPM LLP
    $4900
    Standard Price
  • Thumbnail for AICPA & CIMA Town Hall - Special ENGAGE Edition (All tracks)
    Identification
    ENG24TH1
    Date
    June 5, 2024

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Sue Coffey
    Sue S. Coffey, CPA, CGMA
    CEO, AICPA
    Speaker Image for Carla McCall
    Managing Partner, AAFCPAs
    Speaker Image for Tom Hood
    EVP of Business Engagement & Growth, US/AICPA-CIMA
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for Firm Business Model Evolution
    Identification
    SPC2405
    Date
    May 22, 2024

    Speaker

    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
  • Thumbnail for 2024 CAS Benchmark Survey: How does your firm stack up?
    Identification
    DCPA2420
    Date
    December 10, 2024
    The 2024 CAS Benchmark Survey shows impressive continued practice growth, but it is clear that there continues to be much opportunity for firms along the spectrum of client advisory services…

    Speakers

    Speaker Image for Amy Bridges
    Senior Manager, Professional Services, CPA.com
    Speaker Image for Becky Munson
    Becky Munson CPA, CITP, CPA
    Partner, EisnerAmper
    Speaker Image for Krista Richardson
    Director - Client Accounting Services, Lucas Horsfall Accountants & Advisors
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    $4900
    Standard Price
  • Thumbnail for AICPA Town Hall Live
    Identification
    DCPA2430
    Date
    December 11, 2024
    Live from Digital CPA, the award-winning AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success…

    Speakers

    Speaker Image for Erik Asgeirsson
    President & CEO, CPA.com
    Speaker Image for Lisa Simpson
    Lisa Simpson, CPA, CGMA
    VP - Firm Services, AICPA & CIMA
    Speaker Image for Lexy Kessler
    Lexy Kessler, CPA, CGMA
    Vice Chairman | Mid-Atlantic Regional Leader & Partner, AICPA & CIMA Board of Directors; Aprio, LLP
    Speaker Image for Avani Desai
    Avani Desai, CPA, CISSP, CISA, CIPP, CCSK
    Chief Executive Officer, Schellman
    Speaker Image for Rachel Dresen
    Senior Director of Congressional & Political Affairs, AICPA & CIMA
    Speaker Image for Pascal Finette
    Co-founder, be radical Group
    $4900
    Standard Price

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