The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.
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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Regular information and news on FLP, the Finance Leadership Programme pathway to your CGMA qualification. We've built on the foundation of the Go Beyond Disruption show and launched as FLP, the FInance Leadership Podcast, in late 2022.
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Thanks for joining us on the Forensic and Valuation Services (FVS) Podcast, brought to you by AICPA and CIMA, together as the Association of International Certified Professional Accountants. Twice monthly on the 1st and 3rd Thursday, listen in as we share conversations with nationally recognized forensic and valuation experts who will deliver insights that will help you to best serve your clients and employers. Check out the additional resources in the show notes for every episode! The FVS p ...
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Join us for fruitful conversations about ethics and where our profession is headed as accountants continue to be a force for the public good.
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Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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(This podcast was active until 2019). We millennials have a lot of stereotypes that are thrown at us on a day-to-day basis. Some are wrong. Like the fact that we’re all lazy. Some are right. Like the fact that we love brunch. The goal of this podcast is to introduce you to other millennial all-stars – small business owners, entrepreneurs, freelancers – and find out how they’ve managed their finances and grown their businesses. Each episode, we’ll also sit down with a cool, millennial CPA who ...
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The podcast for anyone thinking about or currently pursuing the CPA - featuring interviews with AICPA Exams Team staff, NASBA, recent Exam passers, and more. Brought to you by the American Institute of CPAs, the developer of the Uniform CPA Examination®, Next Stop CPA is the official podcast for the CPA Exam. Got a topic idea for us? Email: NextStopCPA@aicpa-cima.com
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Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.
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Accounting Matters lives up to its title, covering vital accounting topics that actually matter to professionals in the accounting trenches. We start with a new topic and definition every episode, then highlight and discuss the key areas, from evaluation to reporting. Accounting Matters is hosted by public accounting veterans Adam Olsen & Nicole Harger from advisory firm Embark. LinkedIn - https://hubs.ly/H0XgZnG0 Instagram - https://hubs.ly/H0XgYNZ0 Twitter - https://hubs.ly/H0Xg-dz0 Facebo ...
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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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A podcast for accountants that takes a 360 degree holistic approach to your success, which includes physical, mental, and financial wellbeing. Heidi Henderson interviews guests who face accounting industry and client challenges every day. Together, we'll find tools and resources to overcome those difficult challenges.
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Small business environment and CAS strategies
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Topics include: DC and profession update SMB environment and the election scenarios analysis Key technical updates Client advisory services (CAS) strategies and practitioner insights Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Gene Marks, President, The Marks Group Kim Blascoe, …
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Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's
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In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…
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The Critical Role of Professional Guidance in Estate Planning with Arthur J. Conte, Esq.
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In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cor…
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Ep. 18: Money and Meaning in Retirement Planning
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Host Eric Ludwig, PhD, CFP® talks with retirement planning experts Daniel Crosby, PhD, and Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP® to examine the latest in behavioral finance knowledge and insights present in Crosby’s upcoming book, The Soul of Wealth. They discuss how to ensure your clients’ happiness and wellbeing in retirement, the po…
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SFP 97: Evolving governance structures for business success
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In this podcast episode, we explore with Jonyce Bullock, CEO of Squire, how evolving governance structures can revolutionize your business model. Jonyce shares her journey through governance challenges, emphasizing the value of external support and diverse perspectives in navigating complex decisions. You’ll discover strategies for enhancing decisi…
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The value of connection: Reflections of an advocate for women
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Alicia Antonetti-Tricker, a principal at Crowe LLP, remembers a time when she saw very few women in leadership roles in the accounting profession. Whether barriers were real or perceived, she said, “there were barriers for women advancing in the profession.” Today, that’s changing, and events such as the AICPA & CIMA Women’s Global Leadership Summi…
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Eye on Fraud - Fraud in the Music Industry
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The authors of the Eye on Fraud article on the same topic, Howard Silverstone and Sean Sauder, explore historical and modern examples of music fraud, including "payola," artist fraud, and streaming fraud, and discuss industry measures to combat these issues, including: Streaming fraud: bots, click farms, and playlisting scams Impact of fraud on art…
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This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the October digital edition of the magazine. Rowe highlights several articles, including a focus on cybersecurity. Rowe explains how members can access the most recent edition of the online magazine as well as the issue library. Previous podcast episodes focusin…
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Mastering State and Local Tax Compliance with Nicole McClintock
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31:00
In this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigate…
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Never give up: A CFO tackles tech implementation and triathlons
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Becoming a CFO isn’t easy. Neither is completing an iron-distance triathlon. Janice Stucke, CPA, is doing both, and she relies on accounting skills to improve in triathlon and applies triathlon persistence to her role as finance chief. Stucke is the CFO of CREW Network, the acronym standing for Commercial Real Estate Women. In this JofA podcast epi…
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Tech and AI trends across the profession
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1:03:04
Topics include: DC and profession analysis Tech and AI trends in accounting and finance Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA Dan Hood, Editor-in-Chief, Accounting Today Andrew Argue, CEO and Co-f…
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Do You Need a Coach on Your Entrepreneurial Journey?
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Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understandin…
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Ep. 17: Where Military and Financial Services Meet
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In this special episode of our Shares podcast recorded at The College’s 2024 Military Summit in Philadelphia, PA, host and military veteran Chet Bennets, CFP®, ChFC®, CLU®, RICP®, CLF® speaks with Lacey Langford, AFC®, founder of MILMO® and MilMoneyCon™ and an expert on navigating financial topics within the military community. They discuss the dua…
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JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips
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Jeff Drew, the JofA’s editor-in-chief, is the guest on today’s episode, the 400th in the history of the JofA podcast. He’s recapping for listeners some of the top articles of the summer and looking ahead to content in future issues. Drew, a former JofA senior editor and manager with the AICPA's Private Companies Practice Section, has focused on con…
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Supporting Company Specific Risk and Reconciliation under ASC 805
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Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference. Their conversation covers complex topics including: Understanding projected financial information (PFI) Quantifying company specific risk premium Reconciling WACC, WARA and IRR Complying w…
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AI's Impact on Tax Research and More w/ Piritta Van Rijn
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In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…
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From Side Hustles to CPA Empire with Greg O'Brien
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We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind …
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Ep. 16: Expanding the Reach of Financial Services
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In this special episode of our Shares podcast recorded at The College’s 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with President Nichols about his background at New York Life, his roles as the first Black president of The College and insurance commissioner for the sta…
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Retirement planning and the SECURE Act
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1:00:57
Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers: Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Complianc…
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AICPA chair: Why change is good, and needed, for the profession
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Carla McCall, CPA, CGMA, managing partner of the firm AAFCPAs, began her one-year term as AICPA chair in May. In this JofA podcast episode, she said that “whirlwind” was a good description of the first few months in the role, “but in a good way.” “If you truly love what you do, somehow it doesn't seem so arduous and it goes by real quick,” McCall s…
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AICPA & CIMA chair: ‘Every change comes with opportunity’
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Simon Bittlestone, FCMA, CGMA, began his one-year term as CIMA president and AICPA & CIMA chair in June, and he joined the FM podcast for an interview in late July, discussing what he sees as three key opportunities for the accounting and finance profession. In the episode, Bittlestone reviews his focus areas, explains the value of a technology bac…
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Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar
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Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…
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FLP 200. New Case Study review course-onboarding for Skills Plus
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We're joined by Chris Roberts and Kim Hanson from our FLP Product team to talk about the new class onboarding feature that has been released as part of the Skills Plus subscription. Chris and Kim discuss how it works, the benefits to students, and how this will help guide them through the process of preparing to take a Case Study exam. The CGMA Fin…
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SFP 96 Boosting firm capabilities with offshoring
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Are you facing a talent shortage? Offshoring may be the answer. Our guest Laurence Whittam of Impact Global Solutions discusses tapping into global talent pools to boost your firm’s capabilities. From selecting the right offshoring model to building successful remote teams, Laurence shares practical advice for small firms. Discover various offshori…
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Ep. 15: Monetary Policy in Practice
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In this special episode recorded August 13 at The American College of Financial Services' 2024 Conference of African American Financial Professionals (CAAFP), senior reporter for ThinkAdvisor John Manganaro speaks with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. They discuss the importance of diverse representation in …
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What replaced inflation as the top challenge for finance leaders
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Ken Witt, CPA, CGMA, AICPA & CIMA associate director – Management Accounting Research and Development, discusses in this JofA podcast episode the reasons that finance executives in a quarterly AICPA & CIMA survey continue to lower their optimism about the U.S. economy. He also reveals what CPA decision-makers now view as their organization’s top ch…
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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP
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On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…
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The WealthAbility Revolution with Tom Wheelwright
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Tom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps …
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Elevate Your Expertise - A Visit with the 2024 Forensic and Valuation Services Conference Co-Chairs
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Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keyn…
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State of the economy and liability risk management
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Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaste…
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Chasing the right things: Keynote speaker’s keys to contentment
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In about two months, Corey Ciocchetti will deliver a keynote session at the AICPA & CIMA Governmental and Not-for-Profit Training Program. He previewed that session in this episode of the Journal of Accountancy podcast. In the conversation, Ciocchetti discusses how he chose what law school to attend, why his more recent presentations mention the im…
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Highlights from Taxposium and Bridging the Gap Conferences
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Dive into a comprehensive recap of our recent experiences at the Bridging the Gap and the Taxposium conferences. We share our networking adventures, from insightful conversations with industry leaders to the innovative software recommendations that are reshaping our practice. As the accounting landscape continues to evolve, we discuss the rising tr…
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Ep. 14: Securing RMDs in Retirement Planning
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Host Eric Ludwig, PhD, CFP® joins Denise Appleby – creator and CEO of Appleby Retirement Consulting and a preeminent retirement planning thought leader – for an in-depth look at new RMD regulations and what they mean for retirement planning, including new SECURE 2.0 updates to beneficiaries and more. You can also find more specialized knowledge fro…
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Potential effects of Loper Bright and Corner Post on tax practitioners
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On this episode of the JofA podcast, Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, explains some of the tax-related repercussions of recent Supreme Court decisions. One case could have a dramatic effect on future rulemaking, and the other could have a decades-long retroactive effect. On June 28, the Supreme Court overturned…
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300 Client Consults in Year 1? Learn How and More w/ Max Minsker
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On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…
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Blurred lines: Why some CFOs grapple with conflicting expectations
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Paul Thambar, FCMA, CGMA, Ph.D., associate professor of accounting at Monash University in Australia, explains the obstacles CFOs face when transitioning to a business partner role and where organisations are setting ambiguous and conflicting expectations for finance leaders. A recent AICPA & CIMA report on the role of the CFO was informed by Thamb…
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