Shows
Financial Management (FM) magazineJune FM: Accountability, deepfake fraud, CGMA PQThis episode features Oliver Rowe, FM’s editor-in-chief, detailing the contents of the magazine’s June digital edition. The discussion begins with a focus on the CGMA Professional Qualification’s May update. Rowe also details the key points of an article about accountability and discusses the magazine’s regular columns and features. The episode closes with an explanation of how members can access the June digital edition as well as the issue library. Previous 2025 episodes about the digital editions: n February n April What you’ll learn from this episod...2025-06-0409 min
FLP, the Finance Leadership Podcast206. Students tell us their experiences of using FLP Guests Matthew Payze and Stewardt Cornelissen join us from South Africa. Together we discuss their experiences in studying for CGMA, and share their advice and views on studying for the qualification via the FLP pathway. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ or https://www.aicpa-cima.com/resources/landing/the-cgma-r-finance-leadership-program. CONNECT If you're on LinkedIn, feel free to connect with show host Kevin Gormley Connect with Matthew at www.linkedin.com/in...2025-02-2026 minFLP, the Finance Leadership Podcast206. Students tell us their experiences of using FLP Guests Matthew Payze and Stewardt Cornelissen join us from South Africa. Together we discuss their experiences in studying for CGMA, and share their advice and views on studying for the qualification via the FLP pathway. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ or https://www.aicpa-cima.com/resources/landing/the-cgma-r-finance-leadership-program. CONNECT If you're on LinkedIn, feel free to connect with show host Kevin Gormley Connect with Matthew at www.linkedin.com/in...2025-02-2026 min
Journal of Accountancy PodcastSeeing the future: 4 CPA leaders look ahead to 2025Last week in San Diego, a group of 165 finance leaders convened for the fourth Future of Finance Summit. This JofA podcast episode is a compilation of takeaways from the event and a look at key areas of focus for leaders in 2025. It is the first of several Future of Finance recordings. The speakers for this episode are: n Tom Hood, CPA/CITP, CGMA, AICPA & CIMA's executive vice president–Business Growth & Engagement n Kimberly Ellison-Taylor, CPA, CGMA, the CEO of KET Solutions and former AICPA chair n Becca Shane, CPA, CGMA, the CFO o...2024-12-1929 min
Embrace Any FutureS1 E10: Personal Power vs Positional PowerWelcome to this special episode of our AI-powered podcast! Today, we're diving into one of our most frequently read articles: Personal Power vs. Positional Power. If you haven't already, you can find the full article on my Substack listed below.This week, I’m embracing a family tradition by taking my nephew on his first-ever trip to New York City—a meaningful adventure to share new experiences with the next generation. While I’m offline, I hope you enjoy this podcast, which uses AI to share key highlights from the article.Understanding the balance between person...2024-12-0618 min
Embrace Any FutureS1 E9: First Find the Company, Then Find the JobThe holiday season is here, and I hope you’re taking time to step away from work and enjoy moments with family and friends. It’s a time to reflect, recharge, and maybe even explore something new.While we’re all embracing this festive break, we decided to create a few AI Podcasts inspired by some of the most popular articles I’ve written over the past three years. One of these, First Find the Company, Then Find the Job, resonated deeply with readers—thank you for all the thoughtful emails and words of encouragement. It’s always rewar...2024-11-2621 min
Embrace Any FutureS1 E8: How Stocks and Companies Compounds - AI Podcast and Study GuideA few weeks ago, I published a 30+ minute episode, S1 E6: Key Drivers of Stock Market Compounding. After some reflection, I decided to take it down. It felt too long-winded and not as organized as I’d like—I simply didn’t have enough time that week to refine it.This new episode replaces it. Thanks to technology, I’m introducing an AI-driven podcast featuring two AI hosts who dive into the subject of stock market compounding. At half the length, this episode is concise and enhanced with relevant examples drawn from the educational materials I provided. It’s an...2024-11-2218 min
Embrace Any FutureS1 E7 Leadership in the Modern Era[00:00–00:12] Introduction: Leadership and Hall of Fame Insights* Overview: Lessons from attending the Hall of Fame dinner at UT Austin. Leadership is not just about professional success but inspiring and empowering others.[00:12–01:12] Lessons from the Hall of Fame: Leadership as a Conductor of Change* Key Idea: Leadership transcends professional and financial success, focusing on empowering others.* Core Principles:* Treat people with dignity and respect to achieve collective goals.* Leverage financial capital, technology, and people effectively.* Set clear visions, influence stakeholders, and build systems for scalability.[0...2024-11-1809 minFLP, the Finance Leadership Podcast202. First Intuition and CGMA FLPKevin Gormley is joined by John Bannon, Director at First Intuition who are a Training Partner of AICPA & CIMA. John outlines the First Intuition FLP offer and also gives his thoughts on the upcoming Strategic Case Study (SCS) exam. As a tutor himself, he has lots of experience in teaching for the SCS and students who are preparing for this exam may find his insights useful. CONNECT If you're on LinkedIn, feel free to connect with show host Kevin Gormley. Connect with John Bannon at First Intuition https://www.linkedin.com/in/john-bannon-a5b2543b...2024-11-1422 minFLP, the Finance Leadership Podcast202. First Intuition and CGMA FLPKevin Gormley is joined by John Bannon, Director at First Intuition who are a Training Partner of AICPA & CIMA. John outlines the First Intuition FLP offer and also gives his thoughts on the upcoming Strategic Case Study (SCS) exam. As a tutor himself, he has lots of experience in teaching for the SCS and students who are preparing for this exam may find his insights useful. CONNECT If you're on LinkedIn, feel free to connect with show host Kevin Gormley. Connect with John Bannon at First Intuition https://www.linkedin.com/in/john-bannon-a5b2543b...2024-11-1422 min
Embrace Any FutureKey Drivers of Stock Market CompoundingIntroductionI'm part of a few different online DIY investing groups, and recently, there was a post from a new/first time investor that sparked my interest. How does equity compounding work? I thought I’d share my thoughts in our newsletter for our mentors of corporate rising leaders and mentees.As we start to review our year to date investment results, you are probably wondering, at the marvels of this year’s stock market returns (thus far). Whether you own a private company, a broadly diversified set of public companies through a mutual fund, or a...2024-11-0135 min
Embrace Any FuturePodcast: S1 E5: Be Prepared When You Show Up to Investors:In this episode, we dive into the critical steps for raising capital, whether for real estate or any other capital-intensive business. I recently received a question from a former client about raising capital for their real estate venture, which inspired me to share the essential tools and strategies that apply to any entrepreneur looking to take on investors instead of securing a loan.We’ll cover:The key legal documents required to raise capital, including the Operating Agreement, Subscription Agreement, and Private Placement Memorandum (PPM).How to build a strong business plan that hi...2024-10-1818 minFLP, the Finance Leadership Podcast201. My Journey to CGMAWe're joined by CIMA member and former FLP student Shirley Henrick, who switched to the Finance Leadership Programme and attained CGMA after the opportunity arose during the Pandemic to complete her studies. She talks about her career, her route to CGMA, and gives some invaluable advice based on her experiences. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ Connect with show host Kevin Gormley via LinkedIn. Your feedback and comments welco...2024-10-1534 minFLP, the Finance Leadership Podcast201. My Journey to CGMAWe're joined by CIMA member and former FLP student Shirley Henrick, who switched to the Finance Leadership Programme and attained CGMA after the opportunity arose during the Pandemic to complete her studies. She talks about her career, her route to CGMA, and gives some invaluable advice based on her experiences. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ Connect with show host Kevin Gormley via LinkedIn. Your feedback and comments welco...2024-10-1534 min
Embrace Any FutureS1 E 4: Personal Finance Education Q&AHi, welcome! As part of Hispanic Heritage Month, we’ve put together a Q&A based on questions submitted by our community. Our hope, aligned with our mission, is to help advance financial education and knowledge so that you feel not only more empowered but also financially savvy in making decisions that best suit you and your family.Thank you to everyone who submitted their questions. They are quite in-depth! I’ve got eight pages of notes, so we’ll try to go through them as quickly as possible. Let’s jump in and get started!Questi...2024-09-3042 min
Embrace Any FutureS1 E3 An Agreement With YourselfListen to Rachel as she reads an article she originally wrote in March 2024 about creating your own investment policy statement. In this recording, she expands on the original content to encourage her audience to develop their investing skills. Whether you're opening a savings account at 17 or evaluating your assets as a new retiree, it's never too early or too late to cultivate an investor mindset.Please note that this is not investment advice. It is educational material designed to help listeners grow their understanding of key considerations as they embark on their investment journey.You...2024-09-2022 minFLP, the Finance Leadership Podcast198 Tackling the August 2024 MCS exam.Our guest Iryna McDonald explores elements of the upcoming MCS (Management Case Study) exam in August 2024. These insights make this episode a 'must-listen' for any students at this level. Not only is our guest a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership Programme (FLP), Iryna herself also holds a CGMA Professional Qualification. She talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level, and details the preparation needed for the upcoming MCS exam. RESOURCES See the CIMA Study Hub for past papers and information on...2024-07-1521 minFLP, the Finance Leadership Podcast198 Tackling the August 2024 MCS exam.Our guest Iryna McDonald explores elements of the upcoming MCS (Management Case Study) exam in August 2024. These insights make this episode a 'must-listen' for any students at this level. Not only is our guest a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership Programme (FLP), Iryna herself also holds a CGMA Professional Qualification. She talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level, and details the preparation needed for the upcoming MCS exam. RESOURCES See the CIMA Study Hub for past papers and information on...2024-07-1521 min
Earmark Podcast | Earn Free Accounting CPEPractical Strategies for Recruiting and Retaining Top Talent in AccountingExplore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!(Originally recorded on June 19, 2024, on Earmark...2024-07-111h 04
Earmark Podcast | Earn Free Accounting CPENavigating the Identity Crisis in the CPA ProfessionThe CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.(This episode originally aired on April 9, 2024 on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:11...2024-04-221h 00FLP, the Finance Leadership Podcast195. The impact of Generative AI on your accounting businessKevin Gormley is joined by colleague Paul Parks (CPA, CGMA), a Director at AICPA & CIMA, to talk about AI - in particular Generative AI - and its potential impact on the world of accounting and finance businesses. Generative AI is a recent and rapidly advancing branch of AI which focuses on creating new, original content across mediums without simply replicating existing data. This episode of the podcast aims to demystify AI’s role and explore its potential, especially in the accounting and finance business while also considering ethical sourcing and referencing. RESOURCES. Get thi...2024-04-0827 minFLP, the Finance Leadership Podcast195. The impact of Generative AI on your accounting businessKevin Gormley is joined by colleague Paul Parks (CPA, CGMA), a Director at AICPA & CIMA, to talk about AI - in particular Generative AI - and its potential impact on the world of accounting and finance businesses. Generative AI is a recent and rapidly advancing branch of AI which focuses on creating new, original content across mediums without simply replicating existing data. This episode of the podcast aims to demystify AI’s role and explore its potential, especially in the accounting and finance business while also considering ethical sourcing and referencing. RESOURCES. Get thi...2024-04-0827 min
Embrace Any FutureYour Financial Well-beingIn this podcast episode, we delve into personal finance reflections and address questions from the community, emphasizing the uniqueness of personal finance journeys and advocating for informed, value-driven decisions. The episode covers several key themes:* Investment Discipline During Economic Stress: Hear some of my experiences with market downturns and the importance of sticking to core values and investment principles. The discussion underscores the significance of balance, support systems, and aligning financial decisions with personal values over purely economic gains.* Learning from Financial Crises: Reflecting on past financial crises, you will hear lessons learned about global...2024-03-3035 min
CGMA Success Stories017 From CGMA to FCMA successGuest interviewer Jakub Bejnarowicz joins us in the latest CGMA Success Stories Podcast, as we chat with Lukas Bonko, a true expert in the Slovakian finance scene. Lukas isn’t just any guest. He’s the CEO of Stock Market in Bratislava, a proud FCMA and CGMA designation holder, having conquered the strategic case study in May 2023 after joining our CFO Program for Europe. In this episode, we uncover: • How Lukas went from CFO Program participant to Stock Market CEO • Strategic case study preparation • CGMA study hacks • A unique perspective on leading in the hi...2024-01-2426 min
The Battle Plan Marketing Podcast[Interview] - Profit First Accounting, Fractional CFOs, and Why It’s All About the Numbers [with Susanne Mariga, CPA, CGMA] - BPMP #137Today we have a special guest on the podcast, Susanne Mariga, CPA, CGMA, and Founder of The Mariga Group out of Houston, Texas.Susanne specializes in high net-worth tax strategies for 7 and 8-figure entrepreneurs using the very popular “Profit First” system developed by Mike Michalowicz.Susanne was a delight to speak with and shared lots of helpful info on how to transform from a company whose profits are what’s left over after deducting all of your expenses to one that makes profits very intentional and the first part of your pricing calculations.For co...2024-01-1040 min
The Accounting PodcastSolving the CPA Pipeline Problem: An Interview with AICPA's National Pipeline Advisory GroupLexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode to address the accounting talent crisis and talk about how we can improve the CPA pipeline. Along with these issues, they also emphasize the importance of working together as a profession, being data-driven in their approach, and looking at the broader ecosystem of accounting, with updates and more comprehensive strategies expected to be detailed in the NPAG draft national strategy plan in May 2024.Meet Our GuestsLexy Kessler, Ch...2023-12-2128 min
CGMA Success Stories013 CGMA designation holders driving change in Africa Africa is undergoing tremendous growth and development, and CGMA® designation holders are at the forefront of change. In this episode, we have an inspiring conversation with two remarkable guests: Tariro Mutizwa, ACMA, CGMA, AICPA® & CIMA® Regional Vice President, Africa and Ernest Afrifah-Adae Jnr, a CGMA Candidate Exams Complete member. Tariro and Ernest discuss the global significance of the CGMA designation, how it can propel your career, exam and PER success tips and their journeys to CGMA designation. If you’re interested in how the CGMA designation can help make a worldwide impact, this episode is for y...2023-11-2928 min
The Accounting PodcastHow to Survive Public Accounting and the CPA ExamCPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying entertaining, and challenges facing the accounting profession like public accounting burnout. Both Olinto and Philipp believe competition between CPA review courses drives innovation and helps students pass the exam, and they aim to make studying engaging through humor, memory techniques, and technology.Sponsors LiveFlow - http://accountingpodcast.promo/liveflowChapters(00:38) - Where did you learn to make CPA exam prep entertaining?
(05:18) - Do...2023-11-181h 02CGMA Success Stories011 Richmond Adu Addo and the CGMA® FLP springboard If you’re curious about the CGMA® Finance Leadership Program (CGMA® FLP), this episode offers a glimpse into its potential to propel your career. Richmond Adu Addo a CGMA FLP candidate, sheds light on the lessons learned during his journey, emphasizing the importance of networking and mentorship in his success. Whether you’re an aspiring finance professional or on a path to the CGMA designation like Richmond, this episode will ignite your motivation. Join the conversation, follow and subscribe to the CGMA Success Stories Podcast for more inspirational stories that can empower your career. Chec...2023-11-0127 min
AccountableForging a Brighter Professional Future with Donny Shimamoto, CPA, CITP, CGMAThe forecast is in: Be on the lookout for doom 'n' gloom. At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts. But Donny Shimamoto, CPA, CITP, CGMA sees things differently. As founder of The Center for Accounting Transformation, founder and Managing Director of Intraprise Techknowlogies, and Co-Chair of the National Co...2023-10-2542 minFLP, the Finance Leadership Podcast193. Why the FLP pathway worked for me.We're joined by Lyndsay Falconer, one of the first to move across when AICPA launched the programme in the UK. Lyndsay transferred to the FLP pathway in Sept '22 to complete her studies and get the CGMA designation. She talks about her motivation to study on this pathway and about her experiences using the new learning platform . ABOUT The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ CONNECT Our guest L...2023-10-1818 minFLP, the Finance Leadership Podcast193. Why the FLP pathway worked for me.We're joined by Lyndsay Falconer, one of the first to move across when AICPA launched the programme in the UK. Lyndsay transferred to the FLP pathway in Sept '22 to complete her studies and get the CGMA designation. She talks about her motivation to study on this pathway and about her experiences using the new learning platform . ABOUT The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ CONNECT Our guest L...2023-10-1818 min
The Accounting PodcastThe ERC Moratorium: What Accountants and Tax Pros Need to KnowThe recent moratorium on Employee Retention Credit (ERC) claims has big implications for accounting and tax professionals. In this episode, we break down what the ERC moratorium means and the key things you need to know as an accountant or tax preparer. We discuss how it will impact tax preparation and the diligence required to avoid invalid/fraudulent ERC claims, the bookkeeping and accounting changes to accommodate the moratorium, and the effects on audits. Tune in to understand what the ERC moratorium means for you and your work. Meet Our Guest:Reynaldo E. Arellano...2023-09-2827 minFLP, the Finance Leadership Podcast192. Unlocking Success: Exploring the CGMA FLP with Ghanaian Tax Associate Richard Addo.We're joined by Richmond Adu Addo, a Tax Associate at Deloitte based in Ghana, West Africa. Richmond has recently completed his CGMA studies via the CGMA Finance Leadership Programme and shares his thoughts on the value of CGMA and his experience of using the FLP platform. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org and explore the CIMA Study Hub at hub.cimaglobal.com CONNECT Our guest is Richmond Adu Addo Connect with sho...2023-09-0617 minFLP, the Finance Leadership Podcast192. Unlocking Success: Exploring the CGMA FLP with Ghanaian Tax Associate Richard Addo.We're joined by Richmond Adu Addo, a Tax Associate at Deloitte based in Ghana, West Africa. Richmond has recently completed his CGMA studies via the CGMA Finance Leadership Programme and shares his thoughts on the value of CGMA and his experience of using the FLP platform. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at https://enroll.cgma.org and explore the CIMA Study Hub at hub.cimaglobal.com CONNECT Our guest is Richmond Adu Addo Connect with sho...2023-09-0617 minCGMA Success Stories003 Building CGMA resilience ... the good wayWe unlock success secrets, strategies and tips for your CGMA® journey, straight from within. Our guest speaker, Amber Cowburn, is a renowned working wellness consultant and trainer, and Mental Health First Aid Instructor. Amber covers how to develop a positive outlook, establish healthy habits, create a supportive environment that fosters personal growth, and more. You don’t want to miss this episode with a globally acclaimed award-winning expert! If you’re feeling overwhelmed by the pressure of preparing for CIMA’s CGMA Professional Qualification (PQ), this podcast will help you achieve that much-needed winning mindset. Fuel your...2023-07-1224 minCGMA Success Stories002 From Stage to C-Suite with Brad ChannerJoin us on an extraordinary journey with Brad Channer, FCMA, CGMA, LRAM as he talks to Jason Nye from our London office about his remarkable career fuelled by the CGMA qualification and the outstanding achievements he’s attained along the way. Brad, a distinguished creative, commercial, and strategic UK-based CFO with over a decade of experience, bringing invaluable insights to light. Through captivating conversations and compelling real-life anecdotes, hear his distinct perspective on navigating challenges and seizing career opportunities within the CGMA® designation. Whether you’re an aspiring entrepreneur, a seasoned executive, or simply seeking career...2023-06-2952 minFLP, the Finance Leadership Podcast189. Launch of the new Foundational LevelTo mark the introduction of the new Foundational Level entry point into the CGMA Finance Leadership Program (FLP), we're joined by Doug Bowman, Senior Manager of Learning Content Creation at AICPA & CIMA. We talk about the Foundational Level, how it's structured, what it is, and how it's positioned within the program. This new entry point is a preparatory level to introduce the key concepts of Business & Finance; it allows any candidate to start their journey to their CGMA Professional Qualification even though they may not yet have the relevant experience or qualifications. LINKS. The CGMA...2023-04-1917 minFLP, the Finance Leadership Podcast189. Launch of the new Foundational LevelTo mark the introduction of the new Foundational Level entry point into the CGMA Finance Leadership Program (FLP), we're joined by Doug Bowman, Senior Manager of Learning Content Creation at AICPA & CIMA. We talk about the Foundational Level, how it's structured, what it is, and how it's positioned within the program. This new entry point is a preparatory level to introduce the key concepts of Business & Finance; it allows any candidate to start their journey to their CGMA Professional Qualification even though they may not yet have the relevant experience or qualifications. LINKS. The CGMA...2023-04-1917 minFLP, the Finance Leadership Podcast188. Management Case Study (MCS) exam-preparation on Skills PremiumIryna McDonald works as a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership programme (FLP). What's more, she also holds a CGMA Professional Qualification herself. Iryna talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level and the preparation needed for the Management Case Study Exam. Our guest also outlines what to expect from the Skills Premium classes that she tutors, and expands on how these classes fully prepare a student for the end of level exam. Iryna's insights make this episode of the podcast a 'must-listen' for any st...2023-04-0614 minFLP, the Finance Leadership Podcast188. Management Case Study (MCS) exam-preparation on Skills PremiumIryna McDonald works as a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership programme (FLP). What's more, she also holds a CGMA Professional Qualification herself. Iryna talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level and the preparation needed for the Management Case Study Exam. Our guest also outlines what to expect from the Skills Premium classes that she tutors, and expands on how these classes fully prepare a student for the end of level exam. Iryna's insights make this episode of the podcast a 'must-listen' for any st...2023-04-0614 minFLP, the Finance Leadership Podcast187. Employer experience of the FLP at 3MKacper Cieslak works for 3M as a Record To Report (RTR) Manager within their Global Service Centre in Poland. He talks about their experience of rolling out the CGMA Finance Leadership Program, shares his personal journey towards the CGMA Professional Qualification, and provides insightful, practical advice for current and future students. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ (CIMA) Professional Qualification. Find out more about FLP at https://enroll.cgma.org/ Connect with show host Kevin Gormley via LinkedIn. His guest Kacper can also be f...2023-03-2215 minFLP, the Finance Leadership Podcast187. Employer experience of the FLP at 3MKacper Cieslak works for 3M as a Record To Report (RTR) Manager within their Global Service Centre in Poland. He talks about their experience of rolling out the CGMA Finance Leadership Program, shares his personal journey towards the CGMA Professional Qualification, and provides insightful, practical advice for current and future students. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ (CIMA) Professional Qualification. Find out more about FLP at https://enroll.cgma.org/ Connect with show host Kevin Gormley via LinkedIn. His guest Kacper can also be f...2023-03-2215 min
The Accounting PodcastSilicon Valley Bank Collapse: Understanding The Impact On Your Firm & ClientsBank Collapse App Information: https://bankcollapseapp.info/Meet Our Guests:Matthew MayLinkedIn: https://www.linkedin.com/in/thetechcpa/Twitter: @TheTechCpaWebsite: Acuity.coMike MoïseLinkedIn: https://www.linkedin.com/in/mikemoise/ Twitter: @mavidormike Website: https://www.leadwithvalue.team/ Rey Arellano, CPA PFS CGMALinkedIn: https://www.linkedin.com/in/reynaldoarellano/ Akshay ShrimankerLinkedIn: https://www.linkedin.com/in/shaycpa/Twitter: @ShayCPA Website: Shaycpa.com Need CPE? Subscribe to the Ea...2023-03-1357 minFLP, the Finance Leadership Podcast186. CGMA Skills Premium OCS exam preparationWe hear from Andrew Mower, Deputy Regional Faculty Manager and tutor at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. He talks about the Operational level and the preparation needed for the Operational Case Study Exam, - a must listen for any students at this level. DISCUSSION POINTS what to expect from the Skills Premium classes that he tutors how these fully prepare a student for the end of level exam RESOURCES The Skills Premium class schedule can be downloaded as a PDF from the Kaplan website. The CGMA Finance Leadership P...2023-03-0919 minFLP, the Finance Leadership Podcast186. CGMA Skills Premium OCS exam preparationWe hear from Andrew Mower, Deputy Regional Faculty Manager and tutor at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. He talks about the Operational level and the preparation needed for the Operational Case Study Exam, - a must listen for any students at this level. DISCUSSION POINTS what to expect from the Skills Premium classes that he tutors how these fully prepare a student for the end of level exam RESOURCES The Skills Premium class schedule can be downloaded as a PDF from the Kaplan website. The CGMA Finance Leadership P...2023-03-0919 minFLP, the Finance Leadership Podcast185. CGMA and the FLP in the Sri Lanka MarketZahara Ansary is a Senior Manager at AICPA & CIMA and works with the Association team in Sri Lanka. She shares her experience of rolling out the CGMA Financial Leadership Programme within the Sri Lankan market, and how Universities have embraced it. WE DISCUSS the Finance Leadership Programme (FLP), working with Universities, the Accounting market in Sri Lanka the transformative nature of FLP LINKS Find out more about FLP at https://enroll.cgma.org/ Our guest Zahara Ansary is on LinkedIn The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious C...2023-02-2214 minFLP, the Finance Leadership Podcast185. CGMA and the FLP in the Sri Lanka MarketZahara Ansary is a Senior Manager at AICPA & CIMA and works with the Association team in Sri Lanka. She shares her experience of rolling out the CGMA Financial Leadership Programme within the Sri Lankan market, and how Universities have embraced it. WE DISCUSS the Finance Leadership Programme (FLP), working with Universities, the Accounting market in Sri Lanka the transformative nature of FLP LINKS Find out more about FLP at https://enroll.cgma.org/ Our guest Zahara Ansary is on LinkedIn The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious C...2023-02-2214 min
The CMA ShowEP 131: CMA vs CGMA - What's the Real Difference?🤔 Have you been considering taking your career in accounting and finance to the next level? Consider the CMA vs CGMA debate! Listen to today's episode to learn more about each certification and make an informed decision. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet here: https://cmaexamacademy.com/secret/ ---------- CMA EXAM COACHING: Want to pass your CMA exam on your first attempt? CMA Exam Academy is accepting new students who are seriously ready to become CMAs...2023-02-1611 minFLP, the Finance Leadership Podcast182. A student experience of the FLP pathway to CGMAShre Shekhar is a student of CIMA (pending PER submission for membership) based in Ireland. Shre talks to Kevin Gormley about the his experience of studying through the FLP route to CGMA. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about FLP at https://enroll.cgma.org/ Connect with the presenter Kevin Gormley via Linkedin at https://www.linkedin.com/in/kevingormley/ Feedback and comments welcomed at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, toge...2022-12-1615 minFLP, the Finance Leadership Podcast182. A student experience of the FLP pathway to CGMAShre Shekhar is a student of CIMA (pending PER submission for membership) based in Ireland. Shre talks to Kevin Gormley about the his experience of studying through the FLP route to CGMA. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about FLP at https://enroll.cgma.org/ Connect with the presenter Kevin Gormley via Linkedin at https://www.linkedin.com/in/kevingormley/ Feedback and comments welcomed at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, toge...2022-12-1615 min
Journal of Accountancy PodcastFuture of Finance takeaways: Talent, transformation, trustWith the pace of change accelerating on numerous fronts, finance leaders are aiming to stay ahead on trends such as hybrid work, lack of talent, and other issues. A group shared ideas and hopes for the future at the Future of Finance Summit last week in Austin, Texas, and this podcast episode summarizes the key thoughts that emerged from the event. The speakers in this episode are, in order: Shifra Kolsky, CPA, CGMA, the chief accounting officer and controller at Discover Financial Services; Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, together as the Association...2022-12-1422 minFLP, the Finance Leadership PodcastInsights from the Future of FinanceBarry Payne is Director of External Relations, Management Accounting for AICPA & CIMA. He talks to host Kevin Gormley about the Future of finance insights. They discuss what they've discovered about finance transformation from leading global businesses during their recent series of 'Future of Finance' events. Barry outlines the concept of the 'T-Shaped Professional', the key skills increasingly in demand by employers, and how the CGMA Finance Leadership Programme enables professionals to acquire the competencies and skillsets needed for a career in Business & Finance. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the p...2022-11-0318 minFLP, the Finance Leadership PodcastInsights from the Future of FinanceBarry Payne is Director of External Relations, Management Accounting for AICPA & CIMA. He talks to host Kevin Gormley about the Future of finance insights. They discuss what they've discovered about finance transformation from leading global businesses during their recent series of 'Future of Finance' events. Barry outlines the concept of the 'T-Shaped Professional', the key skills increasingly in demand by employers, and how the CGMA Finance Leadership Programme enables professionals to acquire the competencies and skillsets needed for a career in Business & Finance. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the p...2022-11-0318 min
Embrace Any FutureInvestor Mindset Session - Q&AThis is a Q&A from the October 4, 2022 AT&T HACEMOS Webcast. How do you build an investor mindset. Here are few questions asked after the session:1) Is it too late to start in your thirties, forties, or fifties, in terms of creating an investor mindset and ultimately creating wealth? (0:10)2) What is your advice for creating an investor mindset in teenagers or youth? Any recommendations on books or articles to read? (2:11)3) What financial advice would you tell someone who's starting investing? Is there a particular investment strategy type that you'd recommend? And what advice would...2022-10-1914 min
Tooways to skin a (CA)tInterview: Elaine Krause MBA, ACMA, CGMA - Finance Manager at SasolAn interview with Finance Manager at Sasol. She holds an MBA, CGMA & ACMA via CIMA
Guest: 🟢 Elaine Krause MBA, ACMA, CGMA
Topic: Her career journey, all things CIMA… as well as her current projects.
#interview #youngprofessional #tooways #cima #charteredaccountant #managementaccountant 2022-10-1919 minFLP, the Finance Leadership PodcastCritical Success Factors in Your CGMA Case Study ExamClancy Peiris, Senior Manager - Relationship Programmes (AICPA & CIMA) talks to Kevin Gormley about the CGMA Case Study exams, what to expect, and how to prepare. The focus is on critical success factors, what an examiner expects, and how to avoid the pitfalls. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. It launched in the UK in September 2022. RESOURCES get Examination Blueprints (pdf) watch our Application Skills animation (video) read How to demonstrate application skills (web article): Answer planning: does it rea...2022-10-1221 minFLP, the Finance Leadership PodcastCritical Success Factors in Your CGMA Case Study ExamClancy Peiris, Senior Manager - Relationship Programmes (AICPA & CIMA) talks to Kevin Gormley about the CGMA Case Study exams, what to expect, and how to prepare. The focus is on critical success factors, what an examiner expects, and how to avoid the pitfalls. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. It launched in the UK in September 2022. RESOURCES get Examination Blueprints (pdf) watch our Application Skills animation (video) read How to demonstrate application skills (web article): Answer planning: does it rea...2022-10-1221 minFLP, the Finance Leadership PodcastCGMA FLP Assessment ModelsColin Ward is the Senior Manager - Assessment & Product Development for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kevin Gormley about the assessment model within The CGMA FLP. They discuss what students should expect when learning through this pathway and how this develops the skills and competencies needed for a career in Accounting & Finance. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launched in the UK in early September. FLP addresses the increased demand to deliver remote acc...2022-09-2918 minFLP, the Finance Leadership PodcastCGMA FLP Assessment ModelsColin Ward is the Senior Manager - Assessment & Product Development for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kevin Gormley about the assessment model within The CGMA FLP. They discuss what students should expect when learning through this pathway and how this develops the skills and competencies needed for a career in Accounting & Finance. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launched in the UK in early September. FLP addresses the increased demand to deliver remote acc...2022-09-2918 minFLP, the Finance Leadership PodcastCGMA FLP launches in UKThe CGMA Finance Leadership Programme, the new online route to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launches in the UK. Kevin Gormley is the Senior Product Manager for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kyle Hannan about the UK launch of the FLP, the new e-learning and assessment platform which provides an alternative pathway to completing CIMA’s CGMA Professional Qualification This launch comes in response to increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA...2022-09-1414 minFLP, the Finance Leadership PodcastCGMA FLP launches in UKThe CGMA Finance Leadership Programme, the new online route to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launches in the UK. Kevin Gormley is the Senior Product Manager for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kyle Hannan about the UK launch of the FLP, the new e-learning and assessment platform which provides an alternative pathway to completing CIMA’s CGMA Professional Qualification This launch comes in response to increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA...2022-09-1414 min
Bette Hochberger, CPA, CGMAExciting Crypto Announcements at Bette Hochberger CPA, CGMAHi, I'm Bette Hochberger, CPA, CGMA, and I have exciting news! We are officially accepting crypto as payment. Our firm knew that accepting cryptocurrency as payment was the only natural next step after solidifying our relationship with TaxBit. If you don't already know, at Bette Hochberger CPA, CGMA, we pride ourselves on being a crypto-informed CPA firm. Some of you may ask yourself, "What is a crypto-informed CPA Firm?" And to that, I will tell you one of the many stories I have heard from my clients who are involved with crypto. For the sake of the story, we w...2022-05-1702 min
AICPA Town HallPotential Tax Implications of Pending LegislationPresenters: Erik Asgeirsson, President & CEO CPA.com Edward S. Karl, VP Taxation AICPA Barry Melancon, President & CEO AICPA Lisa Simpson, VP Firm Services AICPA Topics: Profession & DC Update Top Potential Tax Implications of Pending Legislation; effective date issues Technical Updates Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, CPA, CGMA, provided the latest updates from DC and on the profession. AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, discussed the latest technical guidance relating to PPP. AICPA V...2022-01-071h 01
The Cannabis Accounting PodcastEp. 83: How Cannabis Transformed My Practice--with Chip Schweiger, CPA, CGMAIt’s a new year and the perfect time to finally take that leap into the exciting world of Cannabis.
Getting into a new industry is scary and you might not know where to start or what to expect. Some of you might have just stumbled on this podcast and the title piqued your curiosity, some of you have been listening along and are figuring out if this is the niche you want to be in, and others are just looking to hear a new perspective. Referred to by some as the “Wild Wild West...2022-01-0434 min
Middle Ground with JLE“Journey Of Founder/CEO Of FiBrick” with Special Guest Author Ramona Cedeno,CPA, PFS, CFP, CGMA, MBA“Middle Ground with JLE L.L.C.” Podcast “Where We Treat You Like Family” welcomes Author/Founder & CEO OF FiBrick|Accounting, Tax Planning, & Outsourced CFO Services, Ramona Cedeno, CPA, PFS, CFP, CGMA, MBA as she shares amazing journey.2021-12-3044 min
Journal of Accountancy PodcastCPA leader takeaways: Listening, self-awareness, flipping the pyramidA group of finance leaders took an inward focus at the recent Future of Finance Summit in Nashville, Tenn. They also explored their vision for the finance function out to 2030. The group focused on listening, self-awareness, and staff development, among other topics. This episode will be the first of several discussions from the summit, which brought together a range of corporate and not-for-profit executives. The guests in this episode, in order of appearance, are: Tom Hood, CPA/CITP, CGMA, executive vice president of business engagement and growth for the Association of International Certified Professional Accountants; Kimberly...2021-12-1418 minAICPA Town HallAICPA Town Hall Series – September 30, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA’s Vice P...2021-10-011h 02AICPA Town HallAICPA Town Hall Series – September 30, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Timothy Speiss, CPA, PFS, Partner, EisnerAmper Topics: Legislative & Profession Update Panel Discussion on Advising Clients Technical Guidance & Updates “PPP/ERC Interplay” Key Insights: CPA.com President and CEO, Erik Asgerisson, and AICPA President & CEO Barry Melancon, CPA, CGMA discussed breaking news from DC and provided an update on the profession. AICPA’s Vice P...2021-10-011h 02AICPA Town HallAICPA Town Hall Series – September 2, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion...2021-09-021h 01AICPA Town HallAICPA Town Hall Series – September 2, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Edward S. Karl, CPA, CGMA, VP, Taxation, AICPA Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, VP, Firm Services, AICPA Carl Peterson, CPA, CGMA, VP, Small Firms, AICPA Topics: Profession & Legislative Update Technical Updates & New Guidance 2021 CPA Firm Top Issues Practice Strategies Key Insights: CPA.com President & CEO, Erik Asgeirsson, and AICPA President & CEO, Barry Melancon, provided a profession and legislative update, including discussion...2021-09-021h 01
The FVS Valuation PodcastRise of the Daubert ChallengeGuests: Josh Shilts, CPA/ABV/CFF/CGMA and Richard Pollack, CPA, ABV, CFF, PFS, CGMA In 1993 the U.S. Supreme Court made it ruling in the case Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993). This case established the Daubert standard and provides criteria by which the trial judge may make a preliminary assessment of the admissibility of expert testimony presented in United States federal (and most state) legal proceedings. Josh and guest Richard Pollack, CPA, ABV, CFF, PFS, CGMA discuss: Daubert fundamentals How to prepare for a Daubert challenge The importance of due d...2021-08-1938 min
Journal of Accountancy PodcastLessons in building the accounting pipeline from ENGAGE 2021This week’s podcast episode brings together the voices of three presenters at AICPA & CIMA ENGAGE 2021. One common theme in their interviews is the talent pipeline — how more candidates can be drawn to the profession, how existing talent can be retained and trained in a more tech-driven business environment, and more. Hear from AICPA board Chair Bill Pirolli, CPA/CFF/PFS, CGMA; Tom Hood, CPA/CITP, CGMA, executive vice president of business engagement and growth for the Association of International Certified Professional Accountants; and former AICPA board Chair Kimberly Ellison-Taylor, CPA, CGMA.2021-07-2923 minAICPA Town HallAICPA Town Hall Series – July 27, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode...2021-07-281h 02AICPA Town HallAICPA Town Hall Series – July 27, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode...2021-07-281h 02AICPA Town HallAICPA Town Hall Series – July 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a st...2021-07-231h 00AICPA Town HallAICPA Town Hall Series – July 22, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Susan S. Coffey, CPA, CGMA, CEO, Public Accounting, AICPA Kelly Grier, CPA, US Chair and Managing Partner, EY Barry Melancon, CPA, CGMA, President & CEO, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Strategic Discussion with Kelly Grier, EY US Chair Legislative & Firm Strategy Discussion with Barry Melancon Technical Updates & Guidance Key Insights: AICPA’s CEO for Public Accounting, Sue Coffey, CPA, CGMA had a st...2021-07-231h 00AICPA Town HallAICPA Town Hall Series – June 17, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA Topics: Changing Role of the CFO, Post-Pandemic Business Relief and Tax Updates Key Insights: Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic...2021-06-181h 02AICPA Town HallAICPA Town Hall Series – June 17, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Kari Hipsak, CPA, CGMA, Sr. Manager, AICPA Tom Hood, CPA, CGMA, EVP, Business Growth & Engagement, AICPA Jennifer Reilly, CPA, CGMA, Business Area CFO, TIAA Topics: Changing Role of the CFO, Post-Pandemic Business Relief and Tax Updates Key Insights: Barry Melancon and Erik Asgeirsson give an update on legislative and regulatory developments in D.C., the unfolding parameters of the economic...2021-06-181h 02
Tax Section OdysseyChallenges with contingency fees and the ERCThe employee retention credit (ERC) has been a significant lifeline to struggling businesses in the wake of the COVID-19 pandemic. The refundable credit was first established in March 2020 with the enactment of the Coronavirus Aid, Relief and Economic Security (CARES) Act. Since then, is has been expanded in various other relief legislation, most recently in the American Rescue Plan Act, H.R. 1319 enacted in the first quarter of 2021. While at its core the mechanics may appear straightforward, its practical application has shown to be complex and tax preparers have been an integral part of making it a...2021-06-0913 minAICPA Town HallAICPA Town Hall Series – May 20, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Bill Pirolli, CPA, CFF, PFS, CGMA, Partner, DiSanto, Priest & Co., Vice Chair, AICPA Dale Venturini, President & CEO, RI Hospitality Association Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Tax season reflections Wind down of business relief grants (PPP, RRF, SVOG, etc.) Ongoing client service needs for business relief Economic growth Discussion about RRF and Restaurant Industry 2021-05-211h 02AICPA Town HallAICPA Town Hall Series – March 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA Topics: Significant Activities with Policy Makers and Regulators State of Lenders and PPP Updates & Recommendations on New Guidance New Tax Provisions (ERC, etc.) Key Insights: AICPA President and CEO Barry Melancon, CPA, CGMA, CPA...2021-03-191h 01AICPA Town HallAICPA Town Hall Series – March 18, 2021The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Mark Peterson, Executive Vice President, Advocacy, AICPA Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics, AICPA Topics: Significant Activities with Policy Makers and Regulators State of Lenders and PPP Updates & Recommendations on New Guidance New Tax Provisions (ERC, etc.) Key Insights: AICPA President and CEO Barry Melancon, CPA, CGMA, CPA...2021-03-191h 01
They Had to Go OutEpisode 59: Cari Thomas - RADM (Ret.) - CEO of Coast Guard Mutual Assistance (CGMA)Rear Admiral Cari Thomas (Ret.) talks taking her first command as the CO of a 110 ft patrol boat, responding to a mass migration in the Florida Straits, leading recruit training at Cape May, commanding the 14th District, and her work as CEO of Coast Guard Mutual Assistance (CGMA). Learn more and donate to CGMA now at http://www.cgmahq.org
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Side Hustle ElevatorSALES TAX SIDE HUSTLE : Why UNDERSTANDING Sales Tax Can Save You Big Bucks with Susette McNeel, CPA, CGMASusette M. McNeel, CPA, CGMA is the founder and president of GeoInvoice, a mobile sales tax App that gets sales tax rates anywhere.
The post SALES TAX SIDE HUSTLE : Why UNDERSTANDING Sales Tax Can Save You Big Bucks with Susette McNeel, CPA, CGMA appeared first on Side Hustle Elevator.2019-11-2200 min
Future-ProofCFO 2.0: Transitioning From Navigator to Co-Pilot | with Ash NoahThis week we’re talking about the role of the CFO – a role that is changing, and pretty radically. Thanks to advances in technology and other disruptions, organizations are expecting their CFOs to play an increasingly strategic role; to actually help drive strategy in the organization, rather than just leading their department and crunching numbers. It’s a fairly recent phenomenon, but it’s happening quite quickly, and getting up to speed on that is just the latest challenge that finance chiefs are facing. Joining the show to offer some insight on the fluc...2019-06-0327 min
Business MinutesNeil Ross ACMA, CGMA, MBAAn Interview With Neil Ross ACMA, CGMA, MBA.2019-05-2804 minFLP, the Finance Leadership Podcast"Fear" with Lindsay Stevenson, CGMA, CPA and Founder/CEO of Origin Evolution LLC (South Dakota, USA) "As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors’ 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of...2019-03-2228 minFLP, the Finance Leadership Podcast"Fear" with Lindsay Stevenson, CGMA, CPA and Founder/CEO of Origin Evolution LLC (South Dakota, USA) "As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors’ 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of...2019-03-2228 min
Tower Talk Business RadioRobert Brown, CPA CGMARay Schwetz and Donyshia Boston-Hill talk with Robert Brown, CPA CGMA and past president of the National Conference of CPA Practitioners, about his life and journey through nearly 40 years of accounting experience!2019-03-2128 minFLP, the Finance Leadership Podcast"Mindful Technology" with Amy Vetter, CEO, CGMA, CPA, Yogi and Accounting Technologist "When technology is put into place the RIGHT way, in ethical ways, we actually create MORE human connection than less" AICPA & CIMA's Jennifer Gardner talks to author, accounting powerhouse and CPA Amy Vetter about ethical ICT-implementation, the power of mentoring, tech-transformation...and yoga. WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS. ...2019-03-1534 minFLP, the Finance Leadership Podcast"Mindful Technology" with Amy Vetter, CEO, CGMA, CPA, Yogi and Accounting Technologist "When technology is put into place the RIGHT way, in ethical ways, we actually create MORE human connection than less" AICPA & CIMA's Jennifer Gardner talks to author, accounting powerhouse and CPA Amy Vetter about ethical ICT-implementation, the power of mentoring, tech-transformation...and yoga. WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS. ...2019-03-1534 minFLP, the Finance Leadership Podcast"Humans Need Humans" with Heather Wright of Advance Performance (Preston, UK). GBD30 "Creative accounting might be frowned upon but creative thinking - innovation - is not. Creativity is a muscle in the brain and requires exercise". Your December podcasts are inspired by our "Human Intelligence"-themed work around the world. This episode features Heather Wright, an international facilitator 20 years into a mission to learn as much as she can about the psychology of influence over our own thinking as well as with those around us. She tells AICPA & CIMA's Samantha Louis, VP for International Advocacy, how we can use it to everyone’s advantage, to convert it to usable, te...2018-12-1222 minFLP, the Finance Leadership Podcast"Why RPA Is For Everyone" with author Rob King of RPA Academy (Rochester, UK). GBD28 "There is now an RPA solution for everyone's needs. The barriers have dropped. You can start from free. Money isn't an issue." We conclude our November 2018 focus on Robotic Process Automation by talking to RPA expert and author Rob King. He shares his insights based on over 25 years experience as a lean business process and efficiency innovator, a 6 Sigma trainer and Master BlackBelt. ABOUT OUR GUEST: Through his UK-based company Wzard Innovations, he's not only a widely respected Robotic Process Automation (RPA) expert but has recently become an author of new book "Digital Wo...2018-11-2947 minFLP, the Finance Leadership Podcast"Do Finance People REALLY Need Soft Skills?" With Development and Innovation Specialist Peter Simons (London,UK) GBD26"Maybe there's a missing link...Analysis alone won't suffice." Our subject matter expert this week is CIMA member Peter Simons. He talks to Kyle Hannan (AICPA & CIMA, UK) about emotional intelligence, soft skills, competition, lean process, influence and insight, and the importance of management accounting as an 'engaged' profession. OUR GUEST: A Development and Innovation Specialist with AICPA & CIMA (UK), Peter has a Finance MBA and a long track record of innovative and illuminating research that explores the future of finance. RESOURCES: Explore leading research and repor...2018-11-1424 min
Where Accountants Go - The Accounting Careers Podcast090: Founder of GrowthForce – Stephen King, CPA, CGMAIn this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Stephen King CPA, CGMA, and founder of GrowthForce, a leading cloud-based accounting service business for both commercial businesses and non-profits.
The Value of Accounting Knowledge and a Diverse Background
Early in his life, specifically high school, Stephen learned that accounting was an excellent career choice for several reasons:
1) He would always be able to find work. People ALWAYS need their books taken care of properly, no matter what the industry is – including rock-n-roll! (Listen to the audio & you’ll see what we mean)
2) If you are t...2018-07-1051 minWhere Accountants Go - The Accounting Careers Podcast051: David Porter, CPA, CMA, CGMA – Be A Part of The SolutionDavid Porter, CPA/CMA/CGMA is this week’s guest on Life In Accounting: The Where Accountants Go podcast!
“What’s the toughest major?”
As you are going to hear from the audio interview, David has built his career by never shying away from a challenge. In fact, that willingness to accept a challenge started early in his career when deciding what to choose as a major in college. He asked his advisor what the toughest major was in the business school, and accounting was the response… so he chose accounting.
Staying curious & helping organizations improve
David’s career started along a comm...2017-09-2639 minWhere Accountants Go - The Accounting Careers Podcast034: Kelly Noe, PhD CPA CGMA – Don’t Second Guess It, Just Go For ItKelly Noe, a PhD CPA & CGMA that is currently serving as the Interim Director for the School of Accountancy at Stephen F. Austin University in Nacogdoches, Texas, joined us this week for Life In Accounting: The Where Accountants Go podcast.
“I’ve been a lucky person”
In this episode, Kelly recounts the story of how she decided to become an accountant in the first place – a process that started with the influence of her grandmother. At 11 years old, she was paid $5/hour to help in her grandmother’s firm with basic bookkeeping related tasks. And 5 years later when she got a job work...2017-05-2336 min
The CMA ShowEpisode 6 - CGMA vs CMAIn 2012 a new management accounting designation was introduced and it got the accounting world buzzing. The CGMA, or Chartered Global Management Accountant, was designed to extend the global reach of management accounting, but has it served its purpose? In this week’s episode we are unearthing some of the juicier details of the CGMA and why it may not be all it’s cracked up to be. Listen in to learn more and find out which designation could be better suited for your career.2016-05-2311 min
CFO THOUGHT LEADER213: Building Your Finance Team's Talent Competencies, Ash Noah, CGMA AICPA Ash Noah, CGMA AICPA Get on the email list at jacksweeney.substack.com2016-04-0633 min