Lisa Simpson
The Simpsons character
3
APPEARANCES
3
PODCASTS
012
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Jul 9, 2026
The shift to advisory and new AI tax research insights — July 9
L
55:17Lisa SimpsonGUEST
I've known Chet for years and I really value what he's done with his firm and the mindset that he's bringing to the profession about, you know, transforming the way we serve our clients.
L
55:32Lisa SimpsonGUEST
It talks about some of the challenges that you might face with clients who you're going to run into at the grocery store or you're going to see at church.
M
58:52Mark PetersonCORRESPONDENT
So it's not a simple question, but please go to the Resource Center.
Mental Health, Better Clients, More Money at BTG, with Lisa Simpson
T
4:40Terrell TurnerHOST
So I'm curious, you know, I know because you and I have had many conversations, but for the people on the podcast who may not be as familiar, like kind of tell us a little bit about your role in how you help the industry kind of make progress in those areas.
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4:55Lisa SimpsonGUEST
I tell everybody I have one of the best roles, if not the best role at the AICPA, because I get to travel all across the country talking to people like you and other leaders in the profession who are really great people, really smart people, people really focused on doing the right thing for their people and for their clients and for the profession.
L
5:14Lisa SimpsonGUEST
So I lead several teams at the AICPA, one of them doing a multi-year initiative that we call Transforming Your Business Model.
L
5:23Lisa SimpsonGUEST
And it is really helping everyone in the profession understand the forces that are causing accounting to may not be as attractive a profession as it was back when I graduated and how we can all fix that.
L
5:39Lisa SimpsonGUEST
so much of this so we talk about how firms should have a clearly defined strategy we don't just talk about it we give them tools to implement change and then we have podcasts with both the consultants in the profession who are experts and then peers who have gone through some of these fundamental transformational processes because like i could talk all day long but And you might listen, you might not.
L
6:06Lisa SimpsonGUEST
But if you hear it from your peer about how they right-sized their client base, and it has absolutely fundamentally changed their mental health, their physical health, their relationships with their family, their spouses, their kids, they're making more money, and they're working fewer hours with the right people.
Aligning with AI: Lisa Simpson on how to overcome sense of overwhelm
3:16
9:22

Neil AmatoHOST
What are your reflections on Town Hall's growth as it's now celebrating more than six years of delivering information that CPAs need to know in an entertaining format?
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3:36Lisa SimpsonGUEST
When we started Town Hall in April of 2020, we wanted to deliver the latest and best news that we could on issues impacting the profession.
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3:49Lisa SimpsonGUEST
At that time, it was around business relief programs that were being rolled out, like the Paycheck Protection Program, employee retention credits, and those kinds of things.
L
3:59Lisa SimpsonGUEST
But our guiding principle has always been, what is the latest, most important news? And what is our analysis of that news that we need to be sharing with the profession? My personal approach is that if you're going to have to listen to me for an hour, I want you to have some fun while we do it.
L
4:19Lisa SimpsonGUEST
So we've decided over the course of the last six years, we've kind of created a standing agenda.

Neil AmatoHOST
Are there some resources that you'd like to point people to, whether they're PCPS specific or general?
