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CPA Trendlines PodcastsCPA Trendlines PodcastsCarla McCall: Create Leaders from Within | Gear Up For GrowthSelf-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession.  Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. More Gear Up for Growth h...2025-06-0633 minAccounting HighAccounting High235 $70M Managing Partner is Authentic AF and Queen B of the AICPA (feat. Carla McCall, CPA)Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She discusses the importance of technology integration, lessons learned from her career journey, and strategies implemented to create a supportive and inclusive workplace. Carla also touches on her work with the AICPA, the future of the accounting profession, and the challenges and rewards...2024-11-2054 minJournal of Accountancy PodcastJournal of Accountancy PodcastAICPA chair: Why change is good, and needed, for the profession 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 said, labeling interactions with numerous people in the profession as “rewarding.” In this episode, McCall reflects on what she’s learned about herself, why her firm has benefited from her “front-row seat,” and...2024-09-1220 minFuture-ProofFuture-Proof218. CPA: The C is for 'cool', with Carla McCallIn this episode, we discuss the need to change the narrative around what it truly means to be a CPA.I’m joined by Carla McCall, the 2024-25 Chair of the AICPA, to explore how the accounting profession can attract new talent by focusing on purpose and passion rather than just tasks and hours. By highlighting the “why” behind accounting—what makes it exciting, meaningful, and impactful—we can inspire the next generation to see the true value of a career in this field.Carla’s views perfectly align with the MACPA’s “Purpose of a CPA” campaign...2024-08-2927 minTransforming: Tales of Business EvolutionTransforming: Tales of Business EvolutionSFP 95: The power of people and culture to transform business modelsIn this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager Erin Hartman to share how her firm is making waves and doing things differently in the profession. When Ingrid joined AAFCPA, she was tasked with elevating the people and culture pillars of the firms strategic plan. Ingrid’s day to day focus is to uncover challenges that get in the way of teams feeling happy, engaged, and productive at work. It is this work, and how it transformed AAFCPAs business model, that Ingrid and Erin discuss in...2024-08-0241 minTransforming: Tales of Business EvolutionTransforming: Tales of Business EvolutionSFP 95: The power of people and culture to transform business modelsIn this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager Erin Hartman to share how her firm is making waves and doing things differently in the profession. When Ingrid joined AAFCPA, she was tasked with elevating the people and culture pillars of the firms strategic plan. Ingrid’s day to day focus is to uncover challenges that get in the way of teams feeling happy, engaged, and productive at work. It is this work, and how it transformed AAFCPAs business model, that Ingrid and Erin discuss in...2024-08-0241 minJournal of Accountancy PodcastJournal of Accountancy PodcastThe power skills needed to lead effectively — from the AICPA’s vice chairCarla McCall, CPA, CGMA, was a prominent speaker at AICPA & CIMA ENGAGE 2023 for good reason. On this episode of the Journal of Accountancy podcast, McCall, recently named AICPA vice chair, discusses her career path and interest in volunteering while also serving as managing partner of the firm AAFCPAs. McCall shares some of the key traits of leaders, what her firm is doing to address capacity issues, and one aspect of feedback that she considers difficult. What you’ll learn from this episode: ·         An overview of McCall’s career in public accounting. ·         Why gaining an outside...2023-06-0814 minBarton Gilman, LLPBarton Gilman, LLPLegal Lowdown Podcast - Episode #29 - Ins and Outs of Charter School Financial Audit RequirementsPublic Charter Schools have unique governance concerns and financial audit obligations. In this episode, we are joined by Matt Plain of Barton Gilman and Matthew McGinnis of AAFCPAs to dig deeper into this topic and provide considerations for Public Charter Schools.2020-12-1733 minAAFCPAsAAFCPAsAAFCPAs' 2019 Nonprofit Seminar - Keynote Speaker Northeast Arc CEO Jo Ann SimonsAAFCPAs' 2019 Nonprofit Seminar - Keynote Speaker Northeast Arc CEO Jo Ann Simons2019-06-2131 minAAFCPAsAAFCPAsPersonal Financial Health Check - Carmen GrinkisPersonal Financial Health Check - Carmen Grinkis by AAFCPAs2019-06-1207 minAAFCPAsAAFCPAsNonprofit Tax Update - Josh EnglandNonprofit Tax Update - Josh England by AAFCPAs2019-06-1213 minAAFCPAsAAFCPAsEye On Cyber - Jumes, KontoglisEye On Cyber - Jumes, Kontoglis by AAFCPAs2019-06-1223 minAAFCPAsAAFCPAsEmployee Benefit Health Check - Davide VillaniEmployee Benefit Health Check - Davide Villani by AAFCPAs2019-06-1212 minAAFCPAsAAFCPAsDonor Advised Funds - Jonathan BloomDonor Advised Funds - Jonathan Bloom by AAFCPAs2019-06-1206 minAAFCPAsAAFCPAsContinuous Improvement Of The Finance Function - Kelley, Ripianzi, LeetContinuous Improvement Of The Finance Function - Kelley, Ripianzi, Leet by AAFCPAs2019-06-1220 minAAFCPAsAAFCPAsAnticipating The Fraudster - John BuckleyAnticipating The Fraudster - John Buckley by AAFCPAs2019-06-1220 minAAFCPAsAAFCPAsAccounting Standards Update - Leases (ASU 2016-02, Topic 842)Accounting Standards Update - Leases (ASU 2016-02, Topic 842) by AAFCPAs2019-06-1206 minAAFCPAsAAFCPAsAccounting Standards Update - Presentation of Financial Statements of Not-for-Profit EntitiesAccounting Standards Update - Presentation of Financial Statements of Not-for-Profit Entities by AAFCPAs2019-06-1208 minAAFCPAsAAFCPAsASU - Revenue from Contracts with Customers and Guidance for Contributions ReceivedIn this session, AAFCPAs’ Nonprofit Audit Leaders Matt Hutt, Katie Belanger, and Olga Yasinnik will provide key considerations and best practice recommendations related to the implementation of new accounting standards, including: Presentation of Financial Statements of Not-for-Profit Entities (ASU 2016-14, Topic 958); Leases (ASU 2016-02, Topic 842); Revenue from Contracts with Customers (ASU 2014-09, Topic 606), and Clarifying the Scope and the Accounting Guidance for Contributions Received and Contribution Made (ASU 2018-08, Topic 958); Financial Instruments — Credit Losses (ASU 2016-13, Topic 326); and other updates on the horizon.2019-06-1121 minAmplifyAmplifyWhat KPIs Should Business Developers Measure?If you are in marketing and business development, you are probably familiar with KPI (Key Performance Indicators), but which KPIs should business developers measure? In this episode Patrick J. Huegel​, Marketing Manager for AAFCPAs, interviews Jason Jobgen, Director and Business Developer at BKD CPAs. “If you are a 100% dedicated business developer, the most important thing you should be measuring is revenue.”2019-03-1315 minAAFCPAsAAFCPAsNonprofit Executive Panel: Creativity in the Pursuit of SustainabilityThere’s nothing like being in a room full of like-minded peers to inspire creativity! In this closing panel session, we will take advantage of this unique opportunity to leverage the collective expertise and experiences of peers to curate new ideas to help nonprofit clients improve their approach to sustainability. AAFCPAs Co-Managing Partner Carla McCall, CPA, CGMA will moderate this interactive panel of nonprofit executives, who will share their real-life stories of adaptability in pursuit of long-term financial and programmatic sustainability. From mergers and collaborations, to creative revenue streams and unique cost-cutting methodologies, these determined nonprofits are making strategic decisions to...2018-06-2735 minAAFCPAsAAFCPAsKeynote Speaker: Marylou Sudders, Massachusetts Secretary of Health & Human ServicesMarylou Sudders leads the largest executive agency in state government, overseeing a $22 billion state budget, twelve agencies and 22,000 public servants. EOHHS services directly touch the lives of slightly more than 1 in 4 residents of the Commonwealth. Sudders’ responsibilities include the state’s MassHealth (Medicaid) program that provides health coverage to 1.9 million low income or disabled residents, chairing the board of the state’s health care marketplace (The Connector), the Autism Commission and, the Center for Health Information and Analysis (CHIA) Oversight Council; and, co-chairs the Governor’s Interagency Council on Homelessness and the state’s first Governor’s Council to Address Aging in Mas...2018-06-2645 minAmplifyAmplifyHow to Launch Something NewIn this episode, Patrick J. Huegel, Marketing Manager at AAFCPAs, interviews Jennifer Hamberger, Chief Marketing Officer, Freed Maxick CPAs, P.C. Together, they address an all to familiar topic of launching something new and discuss ways to approach the important topic.2018-06-2214 minAAFCPAsAAFCPAsCybersecurity in 2018AAFCPAs Cyber Security Pros Vassilis Kontoglis and Peter Sebilian take a look back at Cyber incidents in 2017, including: Equifax, WannaCry, Campaign Hacks, etc. Vassilis and Peter discuss what went wrong, and how nonprofits may mitigate these risks. Additionally, we share insights on cybersecurity trends, what to expect in 2018 and beyond, and recommendations for specific actions that will reduce the most risk.2018-06-2219 minAAFCPAsAAFCPAsCFO Survey Report: Behind Every Thriving Organization is a High-Functioning CFOIn this podcast, AAFCPAs' Matthew Boyle, Partner reveals the key findings from the 2017 survey, and shares insights about what the future looks like.2018-06-2209 minAAFCPAsAAFCPAs2018 Regulatory Update: Accounting StandardsAAFCPAs Nonprofit Assurance Practice leader Matt Hutt, CPA, CGMA, Partner and Amanda Pelcher, CPA, Manager provide attendees with specific implementation guidance for new major standards.2018-06-2246 minAAFCPAsAAFCPAsHow to Right-Size Your Finance FunctionAAFCPAs Partner Janice O’Reilly CPA, CGMA, a former CFO, provides best practices recommendations for right-sizing your finance function to efficiently address evolving organizational needs.2018-06-2216 minAAFCPAsAAFCPAsRegulatory Update: The Tax Cuts and Jobs Act, and What Nonprofits Need to KnowThe Tax Cuts and Jobs Act, known officially as H.R. 1, (The Act) represents a dramatic overhaul of the U.S. tax code, and includes widespread changes to the tax rules affecting charitable nonprofits.2018-06-2217 minAAFCPAsAAFCPAsUnraveling the Mysteries of Employee Benefit Plan CostsAAFCPAs Wealth Management’s Kelli Grew, CFP®, Wealth Advisor and AAFCPAs' Davide Villani, CPA, CGMA, Managing Director provide insight into how to identify plan expenses, comply with fiduciary responsibilities, and minimize risks.2018-06-2223 minAmplifyAmplifyHow Marketing Spending is ChangingPatrick J. Huegel, Marketing Manager for AAFCPAs interviews Lee Frederiksen, Ph.D., Managing Partner at Hinge. In this episode, Lee and Patrick discuss how marketing spending in the accounting industry is changing. This is a great episode with lots of great information and wisdom from Lee Frederiksen.2017-09-1817 minAAFCPAsAAFCPAsRethinking Your BudgetLeading your organization through a more comprehensive financial planning process2017-06-1440 minAAFCPAsAAFCPAsFiduciary responsibilities for plan sponsorsFiduciary responsibilities for plan sponsors by AAFCPAs2017-06-1411 minAAFCPAsAAFCPAsDashboarding & KPIs for NonprofitsDashboarding & KPIs for Nonprofits by AAFCPAs2017-06-1446 minAAFCPAsAAFCPAsRevenue Recognition UpdateRevenue Recognition Update by AAFCPAs2017-06-1410 minAAFCPAsAAFCPAsAAFCPAs 2017 ASUAAFCPAs 2017 ASU by AAFCPAs2017-06-1433 minAAFCPAsAAFCPAsPFP for ExecutivesPFP for Executives by AAFCPAs2017-06-1412 minAAFCPAsAAFCPAsTax Laws Affect Charitable ContributionsTax Laws Affect Charitable Contributions by AAFCPAs2017-06-1410 minAAFCPAsAAFCPAsAAFCPAs 2017 IT Security UpdateAAFCPAs 2017 IT Security Update by AAFCPAs2017-06-1417 minAAFCPAsAAFCPAsAAFCPAs Seminar Keynote - Martha CoakleyMartha Coakley is former Massachusetts Attorney General and current of counsel in Foley Hoag's Litigation Department. In this insightful keynote, Attorney Coakley provides perspective and insight on the MA nonprofit regulatory landscape, including: coventuring, conflicts of interests, executive compensation, charitable solicitations online, and diversion of assets. She also offers her predictions for the future of the Commonwealth’s nonprofit sector. She answers specific case questions from audience members regarding issues that may be perceived as “thin ice” in the eyes of the Attorney General and in a court of public opinion.2016-10-0451 minAAFCPAsAAFCPAsRisk Management PanelCarla McCall, CPA Moderates - A panel of AAFCPAs partners and operations & finance executives from nonprofit clients provides practical advice and guidance from their first-hand experiences on managing risks, and shares exclusive insight into their organizations’ risk assessment and risk management programs. This is an educational podcast session recorded live from AAFCPAs Annual Nonprofit Educational Seminar on May 6th, 2016. Listen to the full audio at www.aafcpa.com/podcasts2016-09-1947 minAAFCPAsAAFCPAsRegulatory Update: Uniform Guidance – Required PoliciesMatt Troiano, Partner, provides guidance for nonprofits on 8 “must-have” written policies and procedures required under the new Uniform Guidance.2016-09-0211 minAAFCPAsAAFCPAsRegulatory Update: Affordable Care Act Compliance Update, Donna AngelicoDonna Angelico, AAFCPAs Director of Talent Management, provides an update on the Affordable Care Act, and what nonprofits need to know in 2016.2016-09-0206 minAAFCPAsAAFCPAsDepartment of Labor: Fiduciary Rule Changes Impacting Retirement AccountsThe DOL’s new fiduciary rule requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice. Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management provides perspective on the ruling and what it means to be a fiduciary.2016-09-0213 minAAFCPAsAAFCPAsStrategic Management of Net Assets for Nonprofits, John Buckley, Phil ChristianoJohn Buckley, Partner, advises nonprofits to include an analysis in their Strategic Plans of what is needed for working capital, reserves, long term investments, and a proactive plan to build them. Each of these “buckets” has its own unique investment strategy, time horizon, and risk tolerance.2016-08-1643 minAAFCPAsAAFCPAsCyber Security & Fraud for Nonprofits, James JumesIn this session, James Jumes, Partner, AAFCPAs Business & IT Advisory, warns of some of today’s most prevalent and damaging IT security risks and cyber threats, and provides advice on how organizations can take steps to protect themselves.2016-08-1645 minAAFCPAsAAFCPAsRegulatory Update: The IRS is Taking a Data Driven Approach to AuditsJeanie Gorlovsky-Schepp, Manager, provides insight into how the IRS is now taking a data-driven approach to reviewing the Form 990 to scrutinize governance, accountability and oversight of exempt organizations.2016-08-1512 min