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- 213 - 211. Talent's impact on internal controls, with Dr. Rebecca Hann
In this episode, we're continuing our focus on the pipeline issue but this time we're looking at it's impact on corporate America specifically. Companies, big and small, are citing a shortage of skilled accounting personnel for weaknesses in financial reporting controls. This deficiency is a significant predictor of potential restatements of financial statements, affecting not only CPAs and firms but also investors.
Dr. Rebecca Hann, Assistant Dean of Doctoral Programs at the Robert H. Smith School of Business, discusses her recent study, "The Price of an Accountant Shortage: Evidence from Job Vacancy Duration and Internal Control Weaknesses." We explore the study's key findings, including correlations between the shortage of accounting talent and the frequency and severity of internal control deficiencies, as well as the duration of job vacancies in accounting roles. Additionally, we consider the role of purpose, the "why" behind we do, in addressing this issue.
Tune in for this crucial conversation on the profound impact of the accounting profession's challenges.
Resources
Wall Street Journal article, "The Accountant Shortage Is Showing Up in Financial Statements" by Mark MaurerAccounting Today article, "The U.S. is short 340,000 accountants—just look at the wave of earnings report mistakes" by Jo Constantz UMD Robert H. Smith School of Business, Dr. Rebecca Hann webpage Dr. Rebecca Hann Scholarly PapersDr. Rebecca Hann LinkedIn ProfileMon, 06 May 2024 - 44min - 212 - 210. Where will the pipeline dust settle? with Lexy Kessler
This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due to insufficient manpower. To combat this, many organizations are resorting to measures like increasing compensation and offering more flexible work arrangements. The profession is undergoing a transformation to adapt and survive.
The ramifications extend beyond the accounting realm, influencing how businesses operate at large. Solutions are being sought across various fronts, including regulation, education, and cultural shifts. At the forefront of these discussions is our guest, Lexy Kessler, Mid-Atlantic Regional Leader and Partner at Aprio as well as a former chair of MACPA Board of Directors, who now chairs the National Pipeline Advisory Group. This group is spearheading efforts to formulate a unified strategy to address the talent shortage, leveraging unbiased research and stakeholder input. They've launched a national survey to gather insights and ideas for tackling this issue head-on. In our conversation, we delve into the progress of this initiative, its timeline, potential outcomes, and the individual CPA's role in bolstering the pipeline
Resources:
Financial Executive International article, "Navigating the Accounting Talent Shortage: Strategies for Business Growth and Efficiency" by Justin SmithForbes article, "Accountants Are Turning Away Work—Hurting Firms And Small Businesses" by Hitendra PatilCFO Dive article, "Auditors say accountant shortage ramps up work pressure: CAQ" by Jim TysonLexy Kessler, CPA, CGMA, Mid-Atlantic Regional Leader & Partner at AprioLexy Kessler LinkedIn ProfileNational Pipeline Advisory Group: Pipeline SurveyMon, 22 Apr 2024 - 29min - 211 - 209. Is A.I. the answer? with Will Hill
We've spent a good amount of time discussing new technology (A.I. in particular) and what it all means for CPAs and our profession. However, amidst these discussions, we've overlooked the strategies for implementing broader changes, including new technology, ideas, mindsets, and work processes.
After browsing numerous articles, I came across a resonating approach: asking our organization, "What do we need? What problems are we trying to solve?" Then, we develop a plan, train others, and launch. This problem-focused strategy prioritizes identifying our challenges and leveraging new technologies to address them.
My guest is believes in this same approach: Will Hill, founder and owner of Will Hill Consults, a coaching and consulting firm serving the tax and accounting profession. Will emphasizes that understanding the problems we aim to solve can lead us to realize that the solution may not be what we thought (i.e. A.I.). The journey begins with identifying the problem, not the technology. Listen as we discuss the questions critical for our internal teams and clients.
Resources:
Will Hill ConsultsCalculated Research & Technology (CR-T) article, "How to Implement New Technology in Your Organization"Big Think article, "7 Essential Strategies for Adopting New Technologies"Information Week article, "4 Tips for C-Suite Leaders to Accelerate Tech Wealth", by Andy TayMon, 15 Apr 2024 - 51min - 210 - 208. The science behind purpose, with Britt Andreatta
My guest this week is Dr. Britt Andreatta, who has been a guest of this podcast before (check out ep. 163). Dr. Andreatta is a internationally-recognized thought leader and author who creates brain science-based solutions for today's challenges. Her most recent book is called, "Wired to Become: The Brain Science of Finding Your Purpose, Creating Meaningful Work, and Achieving Your Potential".
Her work relates directly to the "why" behind accounting - our purpose as CPAs. When it comes to the talent shortage, we believe connecting students and young professionals to that purpose will help grow our profession and secure our future. By re-centering on our core values and making our work engaging and meaningful, we can attract individuals who are eager to make a real difference.
Join me in a conversation with Dr. Andreatta, an expert in the research on the significance of discovering one's purpose. We'll explore how our profession stands to gain from a renewed emphasis on the purpose behind our work.
Resources
Britt Andreatta website"Wired to Become: The Brain Science of Finding Your Purpose, Creating Meaningful Work, and Achieving Your Potential" by Britt AndreattaCPA Practice Advisory article, "Where Have All The Accountants Gone?"byGarrett WagnerMon, 25 Mar 2024 - 39min - 209 - 207. A.I.'s keys: Curiosity, Usefulness, with Jason Staats
We've had some great conversations recently about A.I.; what it means for our profession and how to integrate it into our work. This week, I talk to Jason Staats, who has been on the leading edge of A.I. and has a wealth of knowledge to share with CPAs about this new technology.
Jason's main message about A.I. is that as groundbreaking and game-changing as A.I. is, it doesn't necessarily mean our profession will change radically at it's core. A.I. is a tool we can use in service of what our profession is charged to do.
CPAs do what we're trained to do - that will not change. What we do need to do is ramp up our curiosity about these new tools and how they will allow us to better serve our customers. Instead of trying to force A.I into every aspect of our work, a better approach comes by asking what problem we are trying to solve and how at all can A.I. can help.
Resources:
CPA Australian article, "Generative AI in business: how to navigate the ethics" by Susan MuldowneyJason Staats LinkedIn ProfileJason Daily PodcastJason Daily YouTube ChannelMon, 11 Mar 2024 - 35min - 208 - 206. Not another leadership book, with Emmanuel Gobillot
In this episode, we welcome another longtime friend of MACPA, leadership expert and author of the new book, "This is NOT a Leadership Book: 20 Rules for Success", Emmanuel Gobillot. Emmanuel has been my go to source for all things leadership for many years. I speak to him about leadership as it relates to recruitment and retention, which is top of mind for everyone these days. Where do we find new CPAs? How can we get students interested in accounting again?
It's important for leaders to express why our profession is important and why our work matters - that "why" is what is going to get young people excited about a future career in accounting. The focus of many employees entering the workforce is their role in society, their purpose, and finding institutions that match their outlook. Those in leadership need to personify that "why" and start changing the narrative about this profession. Begin by understanding your organization's higher purpose; it should be aspirational and authentic.
Emmanuel spends a lot of time in his latest book speaking to authenticity, why it actually might be overrated UNLESS it's inline with your intent, your purpose, and the needs of your team. Listen in as we dive deep into his 20 rules to success and more.
Resources:
Emmanuel Gobillot website | LinkedIn | XThis is NOT a Leadership Book, by Emmanuel GobillotForbes article, How To Attract And Retain Top Executive Talent Through Purpose,by Karen GreenbaumMon, 26 Feb 2024 - 48min - 207 - 205. A.I. strategy: Fire, ready, aim, with Pascal Finette
We're once again joined by Pascal Finnette, co-founder and chief heretic of be radical. Be radical is a guiding force for organizations seeking to restructure in anticipation of future challenges, and it inspires individuals to evolve into leaders prepared for the demands of tomorrow's world. I've engaged in numerous discussions with Pascal about shifting mindsets and embracing disruption. In this episode, we delve deeper into the realm of artificial intelligence, seamlessly continuing our exploration from the previous episode featuring Don Tomoff on how CPAs can initiate their journey with A.I.
Pascal recently delivered a thought-provoking address at the digital CPA conference, asserting, "Companies and individuals leveraging A.I. won't just outperform those who refrain from its use; they will exponentially surpass them." Similar sentiments have echoed lately, urging us to harness the power of A.I. to our professional advantage. The expectations surrounding the transformative impact of this technology on our work, lives, and the world are immense.
While most c-suite executives anticipate cost savings this year through A.I.'s contributions to increased productivity, streamlined operations, improved customer service, and enhanced I.T., it's essential to recognize that A.I. cannot entirely replace human expertise in addressing the intricacies of tax and financial assessment problems. Many of the cutting-edge technologies developed by vendors are still works in progress.
Despite ongoing refinement needs, the utilization and potential of A.I. are experiencing rapid growth, making it an undeniable game changer. In my conversation with Pascal, we explore how A.I. has already reshaped our work and lifestyles. We discuss the challenge of regulating A.I., the first steps CPAs should consider when integrating A.I. into their business, and focus on what isn't going to change.
Resources:
Pascal Finette websitebe radical. websiteBoston Consulting Group article, "From Potential to Profit with GenAI" by Jessica Apotheker, Sylvain Duranton, Vladimir Lukic, Nicolas de Bellefonds, Sesh Iyer, Olivier Bouffault, and Romain de LaubierZDNet article, "Using ChatGPT for Accounting? You May Want to Think Again" by Rajiv RaoMon, 05 Feb 2024 - 39min - 206 - 204. Out-of-the-gate A.I. strategies, with Don Tomoff
It's great time to talk about A.I. - the 1 year anniversary of ChatGPT just passed which set this whole artificial intelligence ride in motion. While A.I. has been around since the 1950s, it's exponential growth is really marked this past year both with the release of ChatGPT and Google's announcement of their own A.I. model, Gemini. Not long after, lawmakers in the European Union approved the A.I. Act which sets a new global benchmark for countries seeking to harness the benefits of A.I. while trying to protect against it's possible risks such as automating jobs, speaking misinformation, and endangering national security.
While I was at the 2023 Digital CPA Conference, I gained some great tips from sources about how A.I. "newbies" can get started in meaningful and productive ways. Here are some simple steps from keynote speaker, Pascal Finette:
Learn about it- simple enough but important to fill the gap between what we know and what we should know (listening to this episode is a great start)Start small and build projects quickly - learn firsthand what is possible with this technologyApply your experience to larger projects - use those smaller projects to inform what you can do with larger projects (crawl. walk. run.)Another step-by-step resource to get you started is the "Generative A.I. Toolkit" for CPAs, recently released by CPA.com, which includes 7 steps for building your A.I. strategy:
- Experiment Focus on the near term Consider client expectations Research what solution providers are buildingDefine acceptable usePut the technology's best feature to workEnsure that humans maintain a key role in the process
These tips are a great foundation for our episode this week as I speak with Don Tomoff, Director at Invenio Advisors, LLC and longtime friend of MACPA. Don shares his wealth of knowledge and experience in the field of A.I. and explains which steps CPAs should take right from the outset.
Resources
Wired article, "Google’s Gemini Is the Real Start of the Generative AI Boom" by Will KnightGenerative A.I. Toolkitfrom CPA.comDon Tomoff, LinkedIn ProfileThu, 01 Feb 2024 - 51min - 205 - 203. Investor-friendly audits? with Jack Ciesielski
This week, we have a longtime friend on the show, Jack Ciesielski, CFA, CPA, MACPA member and owner of investment research firm R.G. Associates. Jack was recently quoted in a Wall Street Journal article about former inspectors who are calling for updates in the U.S. public-company auditing process. There are claims that while inspections are a useful tool to detect potential deficiencies in public companies, the reports are limited in scope, lacking details, and not released in a timely process. I speak to Jack about the PCAOB's investor advisory group - what it is and what it does, along with some of the biggest issues related to auditing that investors are concerned about. He also shares his thoughts about the issues presented in the WSJ article and what should be done to better help investors. Listen in to this timely conversation!
Resources:
R.G. Associates, Inc.Jack Ciesielski LinkedIn ProfileWall Street Journal article, "Former Inspectors of Public-Company Audits Say Process Needs Retooling", by Mark MaurerPCAOB SPOTLIGHT, Staff Update and Preview of 2022 Inspection ObservationsTue, 05 Dec 2023 - 34min - 204 - 202. Are you a reality-based leader? with Alex Dorr
This week's conversation is all about leadership, or more exactly "reality-based leadership". As we know, there's always drama in the workplace between management and other team members which can lead to a loss of enthusiasm for work and trust. I speak to Alex Dorr, VP of People Evolution about the most comment causes of workplace drama, the role leaders play in alleviating these issues, and what CPA leaders should be doing to get past this drama. Listen as we talk about all the stuff that goes beyond the water cooler.
Resources
Reality-Based Leadership WebsiteAlex Dorr LinkedIn ProfileFast Company article, "These are the most common roots of workplace drama" by Patti PerezMon, 27 Nov 2023 - 58min - 203 - 201. Leading through change, with Okorie Ramsey
This week, we meet a new leader for new times: Okorie Ramsey, the new chair of AICPA. He's a CPA, CGMA, and currently the VP of SOX at Kaiser Foundation Health Plan, Inc. and Hospitals.
Okorie plans to continue to build upon the platform of the most recent past chair of AICPA, Anoop Mehta, by helping others grow personally and professionally, driving DE&I initiatives and preserving trust in the profession. In addition, he plans to face our newest challenges, namely the rapid advancement of technology and our continuing challenge of filling our talent pipeline - making sure our profession remains viable.
With these challenges in mind, Okorie has a 3-pronged agenda:
- Innovation to advance the professionInstilling integrity and trust into sustainabilitySupporting the next generation and giving them advanced opportunities to succeed
I was fortunate enough to dive into these 3 priorities in depth with Okorie, discussing what the future holds for accounting & finance professionals.
Resources
Okorie Ramsey, CPA, CGMA, PMP, NACD.DC Linkedin ProfileAICPA-CIMA news article, "New AICPA Chair Looks to Foster Innovation and the Next Generation"Mon, 02 Oct 2023 - 33min - 202 - 200. Talking tax ahead of busy season, with Steven Lyon
Episode 200! Thanks to all the listeners here to celebrate this milestone.
In this episode we're talking about the coming tax season (never too early right?). A lot of tax headlines to discuss this episode:
IRS announces that this coming filing season, taxpayers may be able to file most documents and returns electronically and by 2025 the IRS will digitize all paper file returns when they are receivedIRS might push for an early end to the employee retention tax credit as the number of "legitimate claims" declinesTreasury Inspector General for Tax Administration says that while the IRS has done a good job of addressing cyberthreats, it needs to do a better job with documentation New tech being built called IVIX, the first AI powered platform to help governments address financial crimes and tax evasionTax prep companies like H&R Block and TaxSlayer have for years been sharing Americans sensitive financial data with tech giants like Meta and Google in a potential of violation of federal lawI speak with Steven Lyon, Senior Manager, Product Specialists with SafeSend to discuss all these updates and how to meet challenges as practitioners.
Resources
Steven LyonLinkedIn ProfileAP News article, "IRS aims to go paperless by 2025 as part of its campaign to conquer mountains of paperwork",by Fatima Hussein Accounting Today article, "IRS good at addressing cyberthreats, but not documenting them" by Chris GaetanoIVIX websiteCNN article, "Tax prep companies shared private taxpayer data with Google and Meta for years, congressional probe finds", by Brian FungFri, 25 Aug 2023 - 25min - 201 - 199. CAS opportunities in spend management, with Jayson Brannon and Dan Luthi
Talking about Client Advisory Services, widely known as "CAS", this week; specifically spend management. Spend management goes beyond expense management in that all company funds are brought together in one centralized location so finance leaders have full visibility to set, track, and control spend before it occurs. These spend management capabilities provide a better understanding about spending patterns, leading to more valuable client interactions and growth for firms.
To find our more about spend management trends and how firms can get started with these services, I speak to Jyson Brannon, VP of Sales & Partner Services at CPA.com and Dan Luthi, Partner at Ignite Spark Accounting.
Resources
Accounting Today article by Kalil Merhib, "Voices Spend management: An approachable CAS opportunity"CPA.com Expense & Spend Management Survey ReportJyson Brannon, LinkedIn ProfileDan Luthi, LinkedIn ProfileMon, 14 Aug 2023 - 35min - 200 - 198. Hybrid work's sweet spot, with Alex Kirillov and Jim Brady
Today's show we talk about remote work, hybrid work, talent shortage, and everything in between. Since COVID, many futurists felt remote work was here to stay as "the new normal" and many employees felt a certain power in being able to request working from home. However, there were some large organizations that began to require employees come back to the office full time even though studies showed employees not only preferred remote work but were just as productive working from home.
Now, we're seeing that there can be a balance between the extreme of employers demanding working in the office and employees demanding they work from home full time. Hybrid work arrangements are now offered by the majority of companies which offers a sort of "truce" between employers and employees.
My guests this week are seeing this same harmony in hybrid work; Alex Kirillov and Jim Brady are executives who have noticed better collaboration, stronger culture, and clearer communication when companies strike the balance between coming into the office and working from home. Here's our conversation about how to make room for both.
Resources:
Business Insider article, "Here's a list of major companies requiring employees to return to the office" byShana Lebowitz, Marguerite Ward, Emily Canal, Rebecca Knight, and Alexandra York Fortune article, "Bosses and workers are finally reaching a ‘truce’ on remote work" by Alicia Adamczyk Flex Report by Scoop, Companies by Office RequirementAlliant GroupMon, 07 Aug 2023 - 59min - 199 - 197. Inspiring next-gen CPAs, with Christine Aspell
In this episode, I get a chance to talk with Christine Aspell, the newly appointed chair of MACPA's Board of Directors. MACPA has a long history of pulling in leaders with some of the best diversity of thought in their profession. We lean on these leaders not only to help MACPA serve members but also help our profession flourish as a whole.
Christine is Managing Partner and Audit Partner at KPMG's Baltimore office, with 25+ years of experience providing assurance services to clients. She is passionate about the future of this profession, particularly when it comes to diversity & inclusion, advancing women in the profession, and helping the talent pipeline leading to profession.
The pipeline is a huge concern as of late and multiple solutions have been proposed centering around education and regulatory requirements. Christine is taking a different tact; she wants to reconnect CPAs with a purpose behind their work and to share that purpose with students and young professionals who are hungry for work with meaning.
"Our profession continues to change rapidly as technological advancements and regulatory changes and demographic trends reshape what we do and how we do it, but even amid that change, one thing remains constant: our purpose. The what, how, and even who of our great profession will adapt and change, but what won't change is our why." says Christine.
Christine is hoping to collect and share stories about how CPAs help their clients who in turn help their communities; how CPAs help people lead better lives. These are the stories that will inspire others to become a part of this profession. Listen to learn more about this initiative and to hear Christine's own inspirational story.
Resources
Christine Aspell, MACPA Chair of Board of Directors, Announcement
Christine Aspell LinkedIn Profile
Wed, 26 Jul 2023 - 43min - 198 - 196. Leading with significance, with Joey Havens
This week I speak with my friend, Joey Havens, Partner for Strategic Growth and previously Executive Partner at HORNE LLP. Joey runs an executive blog, Be Better, filled with advice about being a better leader, better person, be future-ready, and how to flourish in a changing world. Recently, he became a best selling author with his book, "Leading with Significance: How to Create a Magnetic, People-First Culture". People-first is the right tactic to take these days given issues with burnout and retention. It's also been noted that customer satisfaction is intrinsically tired to employee satisfaction; you'll see more success in your business if you consider the professional fulfillment of your team. Keep in mind, it's not just about caring for your employees, it's about helping them forge a meaningful, purposeful career path. By "them" we're being inclusive of gender, races, identities, and backgrounds.
I speak with Joey about his book and what it really means to "lead with significance"; what this adds to conversation about putting people first and how so-called soft concepts like love, caring, service can actually be some of the most powerful leadership strategies around.
Resources
"Leading with Significance" by Joey Havens, available on Amazon
Mon, 26 Jun 2023 - 44min - 197 - 195. Tax and CAS: It works, with Jasen Stine
We're talking about advisory today, something on everyone's mind; how do we incorporate more value added advisory services? What types of advisory services should we offer? What technology do we need? How do we price these services? How do we staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer.
When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:
Dedicated CAS staffUsing technologies to drive efficiencies Standardize processes Raise fees to reflect the value providedExplore creative staffing and capacity building measuresEducate clients and staff on CASMy guest this week, Jasen Stine, Tax & Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like; what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area.
Resources
Intuit Podcast: Account Trends
Mon, 12 Jun 2023 - 41min - 196 - 194. Packing the pipeline, with Liz Barentzen
This week we're talking about the pipeline: the talent crisis that's on everyone's radar in our profession. The most recent AICPA trends report found that accountants are leaving their jobs in unprecedented numbers and fewer students are opting to go into accounting.
Now that we've recognized this problem, a number of solutions have been presented such as adjusting certain requirements and regulations for CPA candidates. One major point we need to address is making sure the accounting career path is accessible to those of all backgrounds, allowing our profession to be more diverse and inclusive.
Center for Audit Quality (CAQ) has launched a campaign, Accounting+, designed to strengthen the accounting pipeline and reach Black & Latinx students at the high school level. In this episode, I speak with Liz Barentzen, VP of Operations & Talent Initiatives at CAQ, where she oversees strategies to attract and retain talent. Liz breaks down what Accounting+ is, what the response has been, and what roles CPAs can play in all of this.
Resources
Liz Barentzen LinkedIn ProfileBusiness Insider article byErica Sweeney,"Why There's a Shortage of Accountants and We Should Be Worried"CAQ Accounting+ websiteMon, 22 May 2023 - 36min - 195 - 193. The weak link in strengths-based work, with Marcus Buckingham
I want to talk about engagement this week - according to a 2023 Gallup report, fewer than 1/3 of employees are engaged in their work. Study after study shows that employee engagement is directly linked to business performance. The secret sauce for engagement is part strength and part passion; things that we enjoy doing not just what we're good at. In this episode, I speak to Marcus Buckingham about identifying how we truly enjoy spending our time, aka "red threads", that you should weave into your daily activities in order to build your engagement.
Resources
Love and Work: How to Find What You Love, Love What You Do, and Do It for the Rest of Your Life
Mon, 08 May 2023 - 38min - 194 - 192. Tech, talent and the future of audit, with Christina Ho
In this episode I speak with Christina Ho, a board member of the PCAOB, about the two most significant audit quality challenges we face today, in her opinion: technology and talent.
"Talent is the cornerstone to audit quality. Without well trained talent, there is no audit quality." -Christina Ho
Resources:
Public Company Accounting Oversight Board (PCAOB) - Christina Ho Board Member Profile
Bloomberg article, "The Accountant Shortage Threatens Capitalism's Future" by Adrian Wooldridge
Mon, 01 May 2023 - 35min - 193 - 191. The future of finance, with Tom Hood
A good conversation with a good friend; this week I speak with Tom Hood, CPA, CGMA, CITP, founding CEO of BLI, Executive Vice President of Business Engagement & Growth for AICPA-CIMA.
We talked about the trends that are impacting finance professionals, the opportunities that exist in this post pandemic world, and ideas emerging from the Future of Finance Leadership Advisory Group - a group of senior finance executives who's initial meetings resulted in a crowdsourced vision of what the future of finance looks like.
Resources:
Journal of Accountancy article, "The changing role of the CFO", by Anita Dennis
Business Learning Institute powered by AICPA-CIMA
Mon, 24 Apr 2023 - 33min - 192 - 190. Benchmarking CAS, with Amy Bridges and Beth Allen
"We’re really seeing this evolution of CAS that’s happening here, 12-15 years after we started talking about this as a separate service line that was gaining traction" - talking about what's new on the CAS front with Amy Bridges, Professional Development Manager at CPA.com, and Beth Allen, Partner and Head of Client Accounting Services at GreerWalker LLP.
Client Accounting Services (CAS) is an area of the profession that is quickly growing and likely to continue to grow in the foreseeable future. Listen to our discussion about how this could effect you and other firms.
Resources:
Beth Allen Profile | GreerWalker LLP
Mon, 17 Apr 2023 - 36min - 191 - 189. The alchemy of accounting, with Ingrid Edstrom and Mathew Heggem
Today we discuss what the younger generation is looking for in their work and career: a sense of purpose. I speak with Ingrid Edstrom and Mathew Heggem, founders of the Alchemy of Accounting Network (AAN), about how we should change - given the social and environmental issues that confront us today - how can our profession have the greatest, possible positive impact on the world around us. Join the conversation and help us find the answers.
“Let’s see what learning & growth can come out from having a diversity of ideas in the room.” - Ingrd Edstrom
Resources:
"New Movement Advocates for Major Shift in Accounting Profession" byBy Alina Nikishina.Accounting Alchemy Network (AAN) Mathew Heggem LinkedIn profileIngred Edstrom LinkedIn profileMon, 10 Apr 2023 - 50min - 190 - 188. U.S. joins global e-invoicing movement, with Alex Baulf
This week I revisit a conversation I had last year with Alex Baulf, Senior Director, Global Indirect Tax at Avalara, to discuss the E-Invoice Exchange Market Pilot - who's involved, what comes next, and what CPAs need to know.
Tax authorities want more now, they want to look not at a sample of data, but they want to look at every single transaction and they don’t want to wait until 6 months, a year, 2 years after the fact…it’s too late then.” - Alex Baulf
Resources:
Mon, 27 Mar 2023 - 32min - 189 - 187. Cybersecurity: Knowledge is power, with Stan SternaFri, 24 Feb 2023 - 38min
- 188 - 186. The many faces of inclusion, with Jessica McClainMon, 13 Feb 2023 - 27min
- 187 - 185. An advocate for the people, with Brooke Lierman
"...Really came to know and understand and appreciate just how uniquely situated the Maryland Comptroller's office is to make a difference on economic matters, to build financially resilient communities, to make Maryland a great place to do business..." - Brooke Lierman, Comptroller of Maryland
Resources:
Mon, 30 Jan 2023 - 26min - 186 - 184. Ethics in A.I., with Enrico Palmerino
In this episode we're talking about ethics in Artificial Intelligence (AI). Rumblings about the future of AI have been surfacing as well as questions about whether human biases are affecting the decisions AIs are making. Those questions are finding their way into our profession.
A recent Accounting Today article reports a growing number of accounting service solutions are using AI for a wide range of applications. The accounting profession has spent $1.5 billion on this type of software in 2021 and is projected to spend $53 billion by 2030, according to a report from Acumen Research & Consulting. The Accounting Today article notes that despite this rapid growth, "too little attention has been paid to the ethical considerations that come with it". Sage's CTO, Erin Harris says in a quote, "The current issues are less to do with the accidental creation of a robot overlord and more about the insertion of human biases into the code". The main issue is not the technology in it of itself, it is our human biases impacting the way the technology works.
Biometric Update, recently published an article listing the 6 key considerations for ethical AI in financial services:
- Fairness & biasTrust & transparencyPrivacyAccountabilitySecuritySocial benefits
The author, Matt Peake, writes, "If just one of these fails, it can have series consequences for individuals and businesses".
However, the upside is that there are groups developing AI committed to the betterment of our world.
I speak with today's guest, Enrico Palmerino, Founder & CEO of Botkeeper, about the role of ethics in AI, the types of biases in AI, how we can protect ourselves and our clients from these biases, and what the future marriage of AI and human intelligence looks like.
Resources
Accounting Today article, "AI ethics a growing concern", by Chris GaetanoAcumen Research & Consulting report, Artificial Intelligence in Accounting Market Analysis - Global Industry Size, Share, Trends and Forecast 2022 - 2030Biometric Update article, "Six key considerations for ethical AI in financial services", by Matt PeakeBlueprint for an AI Bill of Rights, from the White House"AI for Good" initiative, from the UNBotkeeper, automated bookkeeping solutionEnrico Palmerino, Founder & CEO, Botkeeper, Linkedin profileMon, 02 Jan 2023 - 34min - 185 - 183. MarylandSaves: Retirement savings made easy, with Glenn Simmons
This episode, we're talking about saving for retirement, specifically how we can help our employees save more money for retirement.
The general story we keep hearing is, as Americans, we aren't saving enough. The economy is playing a role, with 54% of Americans either reducing the amount they are saving or stopping all savings due to inflation, based on a survey by Allianz. The survey also showed the following:
43% respondents report having to dip into retirement savings to meet rising costs75% say they are worried the cost of living will impact their retirement plans25% of U.S. workers have no retirement savings at all36% believe their retirement plans are on trackEven more statistics show those who are close to retirement age do not have enough to support themselves for an extended period of time. This is an issue that impacts us all. Local and state governments are likely to shoulder a share of the financial burden when it comes to those who don't have retirement savings (which means we'll all have to chip in for support).
But in Maryland, and handful of other states, there is help on the way. A new program, MarylandSaves, was launched on September 15th 2022, making it easier for employers to provide workers with access to a retirement plan.
MarylandSaves is a byproduct of a law that was passed in 2016 by the General Assembly, mandating that employers in Maryland who pay their employees with an automated payroll system or service must offer their employees access to a retirement plan. Maryland become just the 5th state to enact what Glenn Simmons, my guest today, calls "a state sponsored auto IRA program".
Employers who participate in MarylandSaves, or offer another qualified program, will receive an annual waiver for their yearly $300 State Department of Assessments & Taxation Report filing fee. To qualify for the 2023 waiver, employers must enroll by December 1st 2022. However, you can still earn that waiver beyond 2023 just by enrolling in the program. The waiver applies every year after you enroll.
In this episode, I speak with Glenn Simmons, Executive Director of the Maryland Small Business Retirement Savings Program - the driving force behind MarylandSaves. Together we dive deeper into how programs like this work, how employers like you can get started, what it means for your employees, and what a difference this can make in the lives of future retirees.
Resources
Allianz Press Release; Inflation Causing Majority of Americans to Stop or Reduce Retirement SavingsPwC, Retirement in America ReportMarylandsaves.comGlenn Simmons, Executive Director/CEO at Maryland Small Business Retirement Savings Program, LinkedIn profileMon, 19 Dec 2022 - 32min - 184 - 182. Cultural Opportunities....and Landmines, with Stacey Rodgers
Culture - one of those slightly misunderstood topics. A lot of ideas about culture are different from person to person. My goal with speaking to Stacey Rodgers, Executive Director of People & Culture at Cohen & Co., is to get a little closer to a mutual understanding of how to define "culture" in an organization.
In my personal view, culture within an organization is based on a shared set of values and professional identity; who we are, why we exist, and our purpose. Once you're clear on all those definitions, it becomes a part of your vision and mission. You also start hiring people based on that cultural fit, which drives how an organization functions and succeeds.
The COVID-19 pandemic has had a huge impact on workplace culture. An article from California Management Review, How Have Organizational Cultures Shifted During the COVID-19 Pandemic,reports the pandemic has led organizations to emphasize certain cultural elements and downplay others. There is an increased emphasis on flexibility, transparency, supportiveness, decisiveness and confronting conflict. In exchange, there is a decreased emphasis on customer orientation, individualism, detail orientation, results orientation, and collaboration. In general, culture has shifted away from high performance orientation to one that prizes empathy, understanding and mutual support.
These changes are interpreted positively or negatively based on employees with different backgrounds - the shift has been jarring for many. One main solution to cultural related issues is improved communication between leaders and employees. A PwC article, How the pandemic can change workplace culture for the better, by James Thomas, points out that while remote working may seem "cheap" to organizations, it comes with hidden costs to your culture. Lockdown has resulted in social isolation, which can be addressed with collaborative virtual solutions and treating mental health as a necessity.
There's so much to touch on when it comes to culture, which is why I'm glad to speak to Stacey Rodgers and gain additional insight into how culture can provide opportunities and how to address cultural issues as they arise.
Resources
California Management Review article: How Have Organizational Cultures Shifted During the COVID-19 Pandemic by N. Derek Brown, Yixi Chen, Hope Harrington, Paul Vicinanza, Jennifer A. Chatman, Amir Goldberg, and Sameer SrivastavaPwC article: How the pandemic can change workplace culture for the betterby James Thomas Cohen & Co. Profile: Stacey Rodgers, CPA, MAccStacey Rogers, Executive Director of People & Culture, LinkedInMon, 07 Nov 2022 - 39min - 183 - 181. The ABCs of ESG, with Alyssa Rade
Today, we dive into ESG: Environmental, Social & Governance. Investors are increasingly applying these non-financial factors as they investigate which public companies they will invest in and regulators are increasingly requiring that companies include these types of factors in their financial statements. There are plenty opportunities for accounting and finance professionals in this new area.
In this episode, I speak with Alyssa Rade, Chief Sustainability Officer at Sustain.Life, which offers solutions that are uniquely designed to make taking climate action easier and more affordable for companies of all kinds. She helped me understand how wide ranging the implications of ESG really are. We talk about what ESG is and what it isn't; what all this means for CPAs in public practice, business & industry, those in public companies and private, for investors and auditors - there's so much to consider and discuss. Listen in!
Resources:
Journal of Accountancy article:How firms are seizing the ESG opportunity, by Andrew Kenney
Mon, 31 Oct 2022 - 36min - 182 - 180. Health is wealth, with Jill Myers
Are you physically, mentally, physically well? That seems to be the key question these days. There's more of a focus on individual wellness in the workplace today, especially in the wake of the COVID pandemic.
People who are happy and well are more productive than those who are unwell. It all boils down to the fact that we've only got one body, one mind, one life to live, so we better make it count.
Wellness, or lack there of, is going to translate directly into quality of life. Employees today know this and are demanding more in terms of wellness from their employers. An article from The Washington Post titled, "Gen Z workers demand flexibility, don’t want to be stuffed in a cubicle", by Danielle Abril, notes that for the young generation of workers, money may not always be the top job priority. Instead their list includes flexibility to work from the office and remotely, wellness and mental health initiatives, as well as meaningful work in culture.
For employers, accommodating for these preferences may become increasing important as Gen Z workers are expected to more than triple to 87 million by 2030 in Australia, France, Germany, Netherlands, United Kingdom and United States, accounting for 30% of total employment, according to a study by Oxford Economics. The Washington Post article also quotes Linda Jingfang Cai, vice president of talent development at LinkedIn, “We’re seeing this young cohort of workers demand that employers care about them as whole people".
There's a trend to dedicate time in order to recharge during the "5-9" hours in order to function well during the standard "9-5" workday. An Accounting Today article, "Burnout is note a badge of honor", by Randy Crabtree, states that when you feel burnt out, you try to work harder but are less productive, making you get down on yourself. This creates a toxic environment for employers and employees.
We need to reassess priorities, recognizing that we only have this single life and considering how we want to spend it. I sit down with Jill Myers, an integrative nutrition health coach and CPA, who helps people on their journeys to health & wellness. Jill and I discuss the obstacles between us and better wellness, the consequences of not getting well, and the steps to getting there.
Resources:
Washington Post article, "Gen Z workers demand flexibility, don’t want to be stuffed in a cubicle."
"Burnout is not a badge of honor" by Randy Crabtree
Tue, 11 Oct 2022 - 1h 00min - 181 - 179. Getting meta about virtual worlds, with Glenn Friedman
Talking all things with metaverse with Glenn Friedman, CEO of Prager Metis, a global CPA firm that made headlines this year as one of the first accounting firms to set up shop in the metaverse. The metaverse is a virtual world running in parallel to the real, physical world. You can create a virtual avatar and interact with other avatars anywhere throughout the world to do almost anything; business, learning, networking, entertainment commerce, and more. Those who are in the metaverse see the potential in the areas of client collaboration, business demos, recruiting, and training. I spoke with Glenn to find out whether there are new opportunities for CPAs in the metaverse which will mold the future of the profession.
Mon, 26 Sep 2022 - 40min - 180 - 178. Anoop Mehta: A blueprint for growth
Anoop Mehta, chair of AICPA board of directors, is one of the sharpest, smartest people I know. He is a proponent of greater diversity, equity, and inclusion in the accounting and finance world. Not only has he followed this path, but he is helping to pave it as we speak. Listen to hear his unique, inspiring, story and the ways in which he's helping make progress in the area of DEI.
Mon, 05 Sep 2022 - 28min - 179 - 177. Value starts with relationships, with Michelle Golden River
Before you can start talking about adding value and how to price that value, you need to learn more about your clients. CPAs need to build relationships, which means having intimate conversations with clients, asking them questions, and really listening to their answers to find out how you can help. Michelle Golden River, Growth & Profitability Strategist and Founder of Fore, LLC, thinks about this at a deeper level and talks through the definition of "value" with me in this week's episode.
Mon, 22 Aug 2022 - 49min - 178 - 176. Burn ladders, build bridges, with Dr. Alan Patterson
Time to dive into the “purpose” conversation. That’s the idea that we, as leaders, have an obligation, a responsibility, to help our employees find the purpose behind their jobs — the “why” behind their work.
Mon, 15 Aug 2022 - 48min - 177 - 175. Riding out the Great Resignation, with Gabrielle Bosche
Understanding what employees want often comes down to a single word, and that word is purpose. Gabrielle Bosche shares how companies can find and retain the talent they need to make their business thrive.
Mon, 25 Apr 2022 - 32min - 176 - 174. Tax compliance circa 2022, with Sona Akmakjian
In this episode, we look at recent tax changes through a regulatory and compliance lens with Sona Akmakjian. Sona is Avalara’s Senior Director of Global Accounting Strategic Partnerships. She’s also a CPA with 29 years of transactional tax services and automation experience. Sona talks about the impact the pandemic has had on business and taxes, including things like e-commerce, the supply chain, the workforce, and its overall impact on tax compliance.
Mon, 18 Apr 2022 - 24min - 175 - 173. Regulation's revolution, with Mike Manspeaker
Mike Manspeaker is an Assurance Services Partner with Smith Elliott Kearns and Company in Maryland with over 40 years of experience. We talk about the rapid pace of legislation and regulatory changes to the CPA profession.
Mon, 11 Apr 2022 - 42min - 174 - 172. Resilience, perseverance and strength, with Kelly Mann
Kelly Mann shares her incredible true story all about resilience, perseverance, and strength on her way to creating and growing a business from scratch – all while dealing with some of the most devastating news a person could face.
Mon, 28 Mar 2022 - 58min - 173 - 171. CPA 101, with Jerry Maginnis
Jerry Maginnis recently released a new book titled "Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities." We talk about advice for young professionals and how veterans can welcome them in and keep them once they arrive.
Mon, 21 Mar 2022 - 33min - 172 - 170. Changes of state, changes of thought, with Pascal Finette
Pascal Finette is Co-Founder and "chief heretic" with be radical. He talks about what happens to our skills, our processes, and our existing strategies when we encounter what he calls “state changes,” and how we can ask better questions for our problems.
Tue, 15 Mar 2022 - 37min - 171 - 169. The power of curiosity, with Todd Kashdan
Curiosity is a superpower. Todd Kashdan, author of “Curious?” shares his definition of curiosity, how it can help us find a little more purpose and meaning in our lives, and how finance and accounting pros can foster a greater sense of curiosity in their work.
Wed, 09 Mar 2022 - 40min - 170 - 168. Showcasing possibility, with Dalton Tong
As we’re wrapping up Black History Month and recognizing the contributions of Black Americans, we are closing down the month with a bit of a look ahead with our guest Dalton Tong and what he calls “showcasing possibility.”
Mon, 28 Feb 2022 - 34min - 169 - 167. Cybersecurity is everyone’s business, with Clar Rosso
Cybersecurity is more important than ever before. Clar Rosso helps us understand just how big the threats are, what businesses should be doing to protect themselves, their employees, and their clients.
Mon, 14 Feb 2022 - 33min - 168 - 166. Remembering Maryland's first Black CPA, with King, King & Associates
In celebration of Black History Month, Pamela King-Smith, Kara King-Bess, and Anthony King – of King, King & Associates – join the show to highlight their father’s trailblazing legacy in Maryland, and American, accounting history.
Tue, 01 Feb 2022 - 32min - 167 - 165. Auditing for ESG, with Ami Beers
Discussing the impact of ESG is Ami Beers, the Senior Director on the Assurance and Advisory Innovation Team at the Association of Certified Professional Accountants. She shares what auditors need to be aware of, the issues that they’re running into, how we can prepare, and the opportunities it opens for CPAs.
Mon, 24 Jan 2022 - 31min - 166 - 164. The importance of legislative advocacy, with Tom Hood
It’s legislative season here in Maryland, and getting involved in the process is more important than ever for the CPA profession. In this episode, we take a close look at what’s happening right now and discuss what you can do to get involved.
Mon, 10 Jan 2022 - 31min - 165 - 163. Dousing burnout, with Dr. Britt Andreatta
Dr. Britt Andreatta joins us to talk about the symptoms of burnout, the real-life impact it can have on individuals and organizations, what employees and businesses can do to protect themselves, and where they should turn for help.
Mon, 03 Jan 2022 - 32min - 164 - 162. The search for work … and for workers, with Lauren Welkie
Lauren Welkie, who manages strategic partnerships at ZipRecruiter, talks about the trends that she’s seeing in the market right now, the things that job candidates say they want most and what job seekers should be doing to make themselves attractive to employers.
Mon, 27 Dec 2021 - 29min - 163 - 161. How finance can leverage A.I. for good, with Neil Sahota
Neil Sahota, AI advisor to the United Nations and founder of the UN’s “AI For Good” initiative, joins us to discuss the role of artificial intelligence in the finance industry.
Mon, 20 Dec 2021 - 33min - 162 - 160. What’s new in tax? With Edward Karl
Edward Karl is the Vice President of Taxation for the American Institute of CPAs. He’s also a member of the Maryland Association of CPAs. He helps us take a deep dive into the new infrastructure package, Build Back Better, and the state of IRS customer service.
Mon, 06 Dec 2021 - 37min - 161 - 159. Barrett Young ... the strongest CPA you've ever seen?
Barrett Young is a partner at Garbelman Winslow CPAs, a firm in Southern Maryland, and a Strongman competitor. We talk about how he got into such a heavy passion and how his work in the gym overlaps with his work at the firm.
Mon, 29 Nov 2021 - 30min - 160 - 158. Our profession’s future? 'All are welcome,' with Crystal Cooke
This week, we’re focusing on diversity, equity, and inclusion. Crystal Cooke, Director of Diversity and Inclusion for the American Institute of CPAs, helps us shed light on these important topics.
Mon, 22 Nov 2021 - 30min - 159 - 157. Managing your remote teams, with Jennifer Wilson
Jennifer Wilson joins us to discuss the benefits and pitfalls of remote or hybrid work environments and how to create working conditions that work for everyone.
Mon, 15 Nov 2021 - 38min - 158 - 156. Off-script: Better leadership through improv, with Peter Margaritis
Improv principles make for good business advice. Good leaders can become better leaders by letting go of control and going off script in conversations, negotiations, and brainstorms. It builds the mental muscles we need to collaborate with others in authentic, empathetic ways.
Mon, 01 Nov 2021 - 49min - 157 - 155. Augmented reality and the future of the profession, with Dina Broydo and Rachelle Hernandez
We explore how augmented reality and Microsoft’s HoloLens technology are changing the future of audits and the finance world.
Tue, 28 Sep 2021 - 36min - 156 - 154. Accounting's future rests with people who care, with Dr. Freeman Hrabowski & Kimberly Ellison-Taylor
Dr. Freeman Hrabowski, President of the University of Maryland Baltimore County, is joined by Kimberly Ellison-Taylor to talk about Dr. Freeman’s history and success as well as the future of the accounting profession.
Tue, 21 Sep 2021 - 37min - 155 - 153. Remembering 9/11
We are 20 years out from 9/11, the tragic event that changed everything in the US. To mark the occasion, we’re going to hear from some of the leaders in the accounting and finance profession, their stories, and how that fateful day impacted the profession.
Fri, 10 Sep 2021 - 41min - 154 - 152. Pandemic PFP: The impact on clients and practitioners
Lyle Benson joins us to discuss how the pandemic has affected the financial planning industry, from clients to business practices and beyond.
Mon, 30 Aug 2021 - 22min - 153 - 151. Tragedy’s silver lining, with Lee Frederiksen
Lee Frederiksen makes the case that more professional service firms have been positively impacted by the pandemic than negatively impacted. We can use that information for future innovation.
Tue, 24 Aug 2021 - 30min - 152 - 150. People, pipeline, pandemic: A view from the top
Bill Pirolli, chair of the American Institute of CPAs, gives his views on the pipeline issues of the industry, efforts towards diversity and inclusion, and navigating through a post-pandemic world.
Mon, 16 Aug 2021 - 27min - 151 - 149. Anirban Basu and the Chamber of Data
Anirban Basu joins us to discuss the economy, how things are changing, which changes will stick, and how to prepare for the future.
Mon, 09 Aug 2021 - 28min - 150 - 148. Should you make the move to .cpa? With Chris Cromer
Chris Cromer discusses the benefits of a .cpa top level domain, what people are doing with them, and how you can use them to your advantage.
Mon, 19 Jul 2021 - 27min - 149 - 147. The future of finance in Maryland, with Lexy Kessler
Lexy Kessler looks at her priorities this year and the trends impacting CPAs in Maryland and beyond.
Mon, 05 Jul 2021 - 23min - 148 - 146. The pitfalls and potential of working from home, with Kassi Rushing
Kassi Rushing shares the landmines to avoid and opportunities to be found in hybrid work-from-home environments.
Mon, 21 Jun 2021 - 37min - 147 - 145. The CAS mindset, with Hitendra Patil
Hitendra Patil talks about the opportunities that CAS provides, the barriers getting in the way of their adoption, and the new skills we’re going to have to learn to be successful when using them.
Mon, 31 May 2021 - 36min - 146 - 144. Bending curves and building careers, with David Nour
David Nour talks about the concept of curve benders, how work is changing, and how we can form strategic relationships in business and our life.
Mon, 24 May 2021 - 40min - 145 - 143. Accounting's future starts now, with Donny Shimamoto
Donny Shimamoto talks about a transformation he sees in the profession and how his new project, the Center for Accounting Transformation, is aiming to help address it.
Mon, 10 May 2021 - 58min - 144 - 142. Tax pros are people too, with Kelly Phillips Erb
Kelly Phillips Erb addresses the burnout many tax professionals are facing over a year into the pandemic, how some things have improved, and how other things must change moving forward.
Mon, 03 May 2021 - 36min - 143 - 141. The ties that bind are people, with Andrew Codd
Andrew Codd, host of the Strength in the Numbers Show, talks about what he’s learned after interviewing esteemed finance professionals across more than 300 episodes.
Mon, 26 Apr 2021 - 42min - 142 - 140. As leaders, women rule, with Jacquelyn Tracy and Jessica McClain
Jacquelyn Tracy and Jessica McClain talk about getting women into leadership roles across industries and why it's crucial that we expand diversification efforts for future generations.
Mon, 19 Apr 2021 - 32min - 141 - 139. The anticipation advantage, with Amy Zalman
Amy Zalman talks about what anticipation is, how we can tell if we’re moving fast enough, and how to start reimagining this profession going forward.
Mon, 12 Apr 2021 - 40min - 140 - 138. The path to excellence is 'extreme humanism' | with Tom Peters
Tom Peters talks about his new book, “Excellence Now: Extreme Humanism,” and why a focus on humanism is more important than ever.
Mon, 05 Apr 2021 - 50min - 139 - 137. Inclusion: Race, gender, and generations, with Kimberly Ellison-Taylor
Kimberly Ellison-Taylor discusses diversity and inclusion in the workplace, and how much further we have to go in order to achieve them.
Tue, 30 Mar 2021 - 39min - 138 - 136. Finance's strategic evolution | with Jennifer Elder
Jennifer Elder shares how leadership is changing in the world of finance and how to be future-ready.
Mon, 15 Mar 2021 - 49min - 137 - 135. Finding energy, restoring balance | with Greg Conderacci
Greg Conderacci shares some tips on how to manage your energy as you work through the pandemic wall so many of us are facing.
Mon, 08 Mar 2021 - 44min - 136 - 134. The personal impact of change | with Karl Ahlrichs
Karl Ahlrichs shares the ways we all deal with change and how leaders can help their team through it.
Mon, 01 Mar 2021 - 45min - 135 - 133. Saving your financial future | with Rachel Richards
Rachel Richards shares how she graduated from college debt free and retired at the age of 27, and how she now works to make personal financial fun for a new generation.
Mon, 22 Feb 2021 - 35min - 134 - 132. Automating corporate compliance | with AJ Yawn and Jeff Cook
AJ Yawn and Jeff Cook talk about how the compliance and assessment environment has evolved in recent years, and the new skills and tools that accounting and finance pros need to succeed and thrive in this environment today.
Wed, 17 Feb 2021 - 37min - 133 - 131. Where we've been ... and where we're going | with Tom Hood
As Tom Hood ends his time at the MACPA and BLI, he reflects on that history and looks to what comes next.
Mon, 08 Feb 2021 - 36min - 132 - 130. Wanted: A more diverse profession | with George Willie
We have a conversation with George Willie about inclusivity and diversity in the financing profession.
Mon, 01 Feb 2021 - 40min - 131 - 129. What to know about PPP Round 2 | with Erik Asgeirsson and Lisa Simpson
Erik Asgeirsson and Lisa Simpson tell us what’s changing for this round of PPP loans and how to prepare.
Mon, 25 Jan 2021 - 25min - 130 - 128. Digital transformation in corporate finance | with Wayne Slater
Wayne Slater shares how the role of CFO is rapidly changing and how the accounting and finance profession can adapt.
Mon, 18 Jan 2021 - 39min - 129 - 127. Looking back ... and ahead on the CPA profession | with Allen DeLeon
Allen DeLeon reflects on his career as a CPA, what’s changed, and where he expects it to go in the future.
Mon, 11 Jan 2021 - 40min - 128 - 126. Choosing to thrive as 'the worst year ever' comes to an end | with John O’LearyMon, 28 Dec 2020 - 27min
- 127 - 125. State legislative issues start with finance | with Tom HoodMon, 14 Dec 2020 - 24min
- 126 - 124. The post-pandemic office and the future of work | with Cheryl Duvall
Cheryl Duvall (Consulting Practice Area leader for Gensler’s Southeast Region) talks about the nature of work, what our workspaces will actually look like going forward, whether or not we will need offices in the future, how leadership is changing as a result, and the skills future-ready leaders will need to develop.
Mon, 07 Dec 2020 - 49min - 125 - 123. What’s your 'And?' | with John Garrett
John Garrett — author of “What’s Your And? Unlock the Person With the Professional” — talks about how sharing your personal passions improves work performance, builds culture, and strengthens relationships with colleagues and clients.
Mon, 30 Nov 2020 - 30min - 124 - 122. Cybersecurity and COVID-19: How to protect your firm and your clients | with Scott Fleszar
Scott Fleszar, chief operating and strategy officer for SafeSend, shares how work-from-home increases security risks and what firms can do to protect both themselves and their clients.
Mon, 23 Nov 2020 - 34min - 123 - 121. The 3 Ps of taxes: Politics, policy ... and patience | with Edward Karl
As the United States gets a new President, Ed Karl looks at how the tax policy landscape may change moving forward.
Mon, 16 Nov 2020 - 34min - 122 - 120. Creating the Progressive Accountant | with Twyla VerhelstMon, 09 Nov 2020 - 29min
- 121 - 119. Finance, football and the future of the profession | with Jeff Goering
Jeff Goering, CFO of the Baltimore Ravens NFL team, joins us to talk about the impact of COVID-19 on teams, how corporate finance has changed in recent years, and how the role of the CFO has changed right along with it.
Mon, 02 Nov 2020 - 54min - 120 - 118. DEI in accounting 'still a challenge' | with Anoop Mehta
Anoop Mehta shares his thoughts on the CPA profession and the efforts to make the industry more inclusive.
Mon, 26 Oct 2020 - 49min - 119 - 117. Me and my bot: The future of accounting | with Byron PatrickMon, 19 Oct 2020 - 32min
- 118 - 116. How A.I. will change everything | with Alexander Hagerup
Alexander Hagerup joins us to talk about the advancement of A.I. and how CPAs can coexist with the technology.
Mon, 12 Oct 2020 - 26min - 117 - 115. Great leadership is healing leadership | with Ed KlessMon, 05 Oct 2020 - 27min
- 116 - 114. Integrated reporting: Value beyond the numbers | with Charles Tilley
Providing value as a company means more than just financial performance. Charles Tilley, the CEO of the International Integrated Reporting Council, joins us to get everyone up to speed on the future of reporting.
Mon, 28 Sep 2020 - 37min - 115 - 113. Are you master of your domain? .CPA now available | with Erik Asgeirsson
Erik Asgeirsson, president and CEO of CPA.com, talks about the new .CPA domain name and how it will affect the profession.
Mon, 21 Sep 2020 - 37min - 114 - 112. Trump vs. Biden on tax policy | with Tony Nitti
Tony Nitti joins us to discuss what we can expect when either of the upcoming presidential candidates takes office.
Mon, 14 Sep 2020 - 49min
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