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CITP - Experienced Graduate Program Leader
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CPA Trendlines Podcasts
Free Speech Is a Right; Respect Is a Responsibility | ARC
Timing, venue, and state law shape what you say—and what it costs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationThis conversation focuses on practice, not politics. Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new episode of Accounting ARC, hosts Liz Mason, CPA, CEO of High Rock Accounting; Byron Patrick, CPA.CITP, CGMA, CEO of VERIFYiQ and co-founder of TB Academy; and...
2025-10-02
36 min
The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.
The Evolution of Pharmacy Accounting and Tax with Ollin Sykes, President of Sykes & Company, P.A.
Send us a textSchedule an Rx AssessmentSubscribe to Master The MarginPharmacy has come a long way and so has pharmacy accounting and tax. From handwritten ledgers and neighborhood storefronts to advanced technology, diversified revenue, and expanded clinical services. And through all these changes, Sykes & Company has seen it all. In this episode, Scotty Sykes, CPA, CFP®, Bonnie Bond, CPA, MBA, and Austin Murray sit down with Ollin B. Sykes, CPA, CMA, CITP, Founder and President of Sykes & Compa...
2025-09-18
18 min
CPA Trendlines Podcasts
Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC
The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationLicensure is one of the bedrock features of the CPA profession. But what if that bedrock is actually quicksand? In a provocative episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, sit down with noted author and thought leader Ron Baker to ask: Should CPAs even be licensed at all...
2025-09-04
50 min
CPA Trendlines Podcasts
CPA Firm Ownership Under Fire | ARC
As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationWhen New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. More than a century later, that mandate is at the heart of a heated debate about who should be allowed to own CPA firms. MORE Accounting ARC: Walking V...
2025-08-28
43 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
The CHLOE Report- What the Future of Online Education Means for Business Schools
A new report, the CHLOE 10 Report, was just released, and its findings are a wake-up call for our higher education institutions. The report, which is a collaboration between Quality Matters, Eduventures, and EDUCAUSE, tracks 10 years of online learning growth and reveals a boom in short-term credentials and uneven progress on AI across higher education. The top-line finding is impossible to ignore - nearly 90% of colleges and universities plan to expand their online programs in the next three years. This isn't just a reaction to a trend; it's a strategic shift driven by soaring student demand. ...
2025-08-22
04 min
CPA Trendlines Podcasts
Walking Violation: When Showing Your CPA Gets You in Trouble | ARC
State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationFor many CPAs, the three letters after their name are more than a credential—they’re a badge of honor. Yet, a new wave of regulatory challenges and firm structures is calling into question when, where, and even if CPAs are allowed to use the designation they worked so hard to earn.
2025-08-21
46 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Navigating Challenges and Planning for the Future at the University of Rochester
I applaud the University of Rochester for their forward thinking, planning, and action. Navigating the chaos being created by the current administration is not going to be easy. However, I think working together as a united campus and community will make it a survivable situation. I hope this episode of the GME News Digest podcast offers valuable insights into the adaptive strategies of one of our leading institutions in these challenging times. For more discussions like this, stay tuned. Until next time, keep seeking knowledge and visit the GME News Digest website for additional resources. T...
2025-08-12
06 min
CPA Trendlines Podcasts
True Grit: Recognizing Struggles That Shape Our Successes | ARC
The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARCWith Byron Patrick, Liz Mason, and Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. MORE Accounting ARC: More Admins, Fewer Students, No Plan | What Career Advice G...
2025-07-17
54 min
CPA Trendlines Podcasts
More Admins, Fewer Students, No Plan | ARC
Hosts call out the fiscal dysfunction behind America’s school meltdown.Accounting ARCWith Byron Patrick, and Donny ShimamotoWhen CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction episode that reframes the crisis through the lens of financial strategy—and accountability. MORE Accounting ARC: What Career Advice Gets Wrong for Gen Z - And...
2025-07-10
36 min
CPA Trendlines Podcasts
The Hidden Reason You're Exhausted | ARC
Discover the link between triggers, burnout, and the power of saying “not right now.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLet’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout.In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byro...
2025-07-03
38 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Overcoming the Fear of Finance and Accounting in Executive MBA Programs
Welcome to the GME News Digest podcast series—your source for insights, strategies, and inspiration in graduate program management. Whether you're an experienced program leader, part of an administrative team, or a dedicated academic faculty member, this is the space where I explore pressing challenges in GME and uncover actionable solutions. I'm Rodney Alsup, and in today's episode, we'll tackle a topic that resonates deeply across Executive MBA programs and all graduate business programs: helping learners overcome their fear of finance and accounting. #BusinessEducation #Simulations #ExperientialLearning #GMENEWSDigest
2025-07-01
07 min
The Pharmacy Ownership Podcast
Pharmacy Ownership in 2025: Avoiding Expensive Mistakes
Buying a Pharmacy? Schedule an Appointment with our transition specialistThe NCPA Pharmacy Ownership Workshop provides valuable insights for both new and existing pharmacy owners. But what does ownership look like in 2025 and what are some of the major, and expensive mistakes owners can avoid? In this episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA, CMA, CITP, and Austin Murray discuss insights from a recent pharmacy ownership workshop, focusing on the importance of avoiding costly mistakes in pharmacy transactions and the need for strategic planning in pharmacy st...
2025-05-30
12 min
Elevate - Women in Tech
S1 Ep 29 - Empowering Women in Tech: Sharon Moore MBE's Journey
Empowering Women in Tech: Sharon Moore MBE's JourneyIn this episode of the Elevate Women in Tech podcast, host Kellie Kwarteng sits down with Sharon Moore, MBE - CTO for public sector in the UK at IBM technology - to explore leadership, innovation, and inclusion in the technology industry. With over 20 years of experience across outsourcing, consulting and sales, Sharon shares insights from her remarkable career and her passionate advocacy for women in tech.Key Topics Covered:Technology Leadership Role: Sharon leads industry-specific technical vision for IBM in the public sector, helping with business...
2025-05-16
46 min
CPA Trendlines Podcasts
The Ultimate Business Hack You’re Probably Ignoring | ARC
“Leaders should model respect, not just expect it.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever. MORE Accounting ARC: Resilience, Real Talk, and the Road to Mental...
2025-05-15
34 min
CPA Trendlines Podcasts
How Blockchain Could Still Reshape Business and Accounting | ARC
Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIs blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen Z Wants from Business | Firm Differentiation Depends Upon Client...
2025-05-01
23 min
David C Barnett Small Business and Deal Making M&A SMB
LIVE- Lora Rigutto- International trade planning and problems
International Trade Planning and Problems New Livestream guest- Lora Rigutto, CITP I’m happy to have Lora join me on a live broadcast. Lora has decades of experience in international trade and is the head of partnerships and community outreach at the Forum for International Trade Training. Tune in and as we’ll be discussing CITP training. Yes- there is a specific professional designation for planning and executing international sales expansions! Yes, we’ll be talking about tariffs and opportunities that may be created by the changing rules and how one goes about planning and executing a new international sales strate...
2025-04-28
55 min
CPA Trendlines Podcasts
Firm Differentiation Depends Upon Client Service | Accounting ARC
Raising the bar on client service doesn’t mean sacrificing all your time. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the di...
2025-04-17
40 min
The Pharmacy Ownership Podcast
Inventory and Your Valuation: Tips For Maximizing The Value of Your Pharmacy
Inventory can make or break the value of a pharmacy - especially during a sale. But how do you ensure you’re handling it the right way? In this episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA, CMA, CITP, and Austin Murray break down the complexities of pharmacy inventory valuation and how it impacts transactions from both the buyer and seller perspectives. Tune in to learn more about: Why seasonal and expired items could hurt your bottom line How pre-sale inventory management can boost cash flow The differences between script and OTC inve...
2025-04-10
06 min
Elevate - Women in Tech
S1 Ep 27 - Charting Your Tech Career: Professional Standards, AI, and Breaking Barriers with Professor Liz Bacon Principle and Vice Chancellor of Abertay University and Elevate Women in Tech
Join host Kellie Kwarteng and guest Professor Liz Bacon, Principal and Vice Chancellor of Abertay University and former BCS President, for an inspiring conversation about professional standards, technological innovation, and the transformative power of professional recognition in tech.From her early days in programming to becoming a leading voice in technology education, Liz shares her journey of breaking barriers and championing professional excellence in the tech industry.Key highlights:The significance of Chartered IT Professional (CITP) registrationHow professional certification validates technical expertise and ethical standardsBreaking barriers for women in technology and STEMNavigating career growth...
2025-04-04
29 min
CPA Trendlines Podcasts
Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARC
If visions of the new administration come to fruition, the IRS could also be on the chopping block. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down?" This discussion aligns with current political movements considering the downsizing or elimination of various government agencies, including the IRS.
2025-04-03
22 min
CPA Trendlines Podcasts
Why Accountants Must Master Tough Conversations | Transformation Talks
“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationPolitics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. MORE TRANSFORMATION TALKSIn a recent episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA leads a discussion with Brian Tankersley, CPA.CITP, CGMA; Ron Bake...
2025-03-27
47 min
CPA Trendlines Podcasts
Is Agentic AI an Accounting Game Changer or Game Ender? | ARC
"We’ve underestimated how quickly AI is changing our profession." Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn’t just respond to prompts—it actively coordinates multiple AI models to complete complex workflows. But is this a breakthrough for efficiency, or does it pose risks for the industry? ...
2025-03-20
32 min
CPA Trendlines Podcasts
Are We Ready for the Hidden Risks of AI in Accounting? | ARC
“Without AI literacy, we’re all at risk.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the growing risks AI poses to the profession, including deepfake fraud, financial market manipulation, and the loss of data pri...
2025-02-27
38 min
CPA Trendlines Podcasts
The Research Imperative: Why Data Drives Accounting Success| ARC
“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation“Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason, CPA, and Byron Patrick, CPA.CITP, CGMA, Shimamoto explores the vital role of research in modernizing and transforming the accounting profession. MORE Accounting ARC: Student Turns Tables on Thought Leaders...
2025-02-20
24 min
CPA Trendlines Podcasts
Student Turns Tables on Thought Leaders | ARC
In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpan GrewalCenter for Accounting TransformationIn an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana Business Professionals of America. In this inaugural episode of ARC: Student-led Conversations, Grewal takes on the role of interviewer, leading a discussion...
2025-02-13
47 min
Pondering AI
Ethics for Engineers with Steven Kelts
Steven Kelts engages engineers in ethical choice, enlivens training with role-playing, exposes organizational hazards and separates moral qualms from a duty to care. Steven and Kimberly discuss Ashley Casovan’s inspiring query; the affirmation allusion; students as stochastic parrots; when ethical sophistication backfires; limits of ethics review boards; engineers and developers as core to ethical design; assuming people are good; 4 steps of ethical decision making; inadvertent hotdog theft; organizational disincentives; simulation and role-playing in ethical training; avoiding cognitive overload; reorienting ethical responsibility; guns, ethical qualms and care; and empowering engineers to make ethical choices.Steven Kel...
2025-02-05
46 min
CPA Trendlines Podcasts
Demystifying Accounting Governance | ARC
From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. In a recent episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, dive deep into the often misunderstood relationships between state societies, b...
2025-01-30
49 min
CPA Trendlines Podcasts
Top 10 Red Flags to Watch for in Accounting Offices | ARC
Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of Accounting ARC, industry leaders Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the red flags professionals should watch for in accounting firms. MORE Accounting ARC: Jeremy Dub...
2025-01-23
25 min
CPA Trendlines Podcasts
Breaking the Burnout Cycle in Accounting | ARC
"A firm’s culture during busy season reveals its true colors." Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health. MORE Accounting ARC: Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Acco...
2025-01-08
45 min
CPA Trendlines Podcasts
Accounting in Transition: Reflections on 2024 and the Road Ahead | ARC
Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a thought leader in accounting. As the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. MORE Accounting ARC: Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo f...
2024-12-29
39 min
CPA Trendlines Podcasts
CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?
Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) field? On the latest episode of Accounting ARC, thought leaders hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackle this provocative question. MORE Accounting ARC: Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fr...
2024-12-04
36 min
CPA Trendlines Podcasts
TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC
Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn the age of social media, financial misinformation can spread as rapidly as it’s created, and the Chase Bank ATM scam exemplifies this.MORE Accounting ARC: How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethic...
2024-11-20
31 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Embracing Skills-Based Hiring in Graduate Programs
Welcome back to the GME News Digest Podcast Series. Hi, I'm Rodney Alsup, your host for this episode, "Embracing Skills-Based Hiring in Graduate Programs." Ashley Mowreader's insightful Inside Higher Ed article inspired this episode. Her title, "What Skills-Based Hiring Means for Higher Ed" caught my attention, so I thought I would explore its significance for the graduate education community. Her article was among the twelve pieces of content I included in last week's curated selection for GME News Digest subscribers.
2024-11-18
05 min
CPA Trendlines Podcasts
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC
“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications."Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccounting ethics training needs a major reboot, according to the latest episode of Accounting ARC. While traditional ethics training often feels like a check-the-box activity, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, argue that the profession must move toward a more engaging and comprehensive approach. SHOW NOTES here | MORE Accounting ARC: Leadership for the Fu...
2024-10-30
41 min
The Pharmacy Ownership Podcast
Due Diligence: What to Look for When Buying a Pharmacy
Looking at buying a pharmacy? Do proper due diligence - schedule a meeting with us here.The most important step you can take when buying a pharmacy is performing the right due diligence, but what should you be looking for?In this episode of The Pharmacy Ownership Podcast, Scotty Sykes, CPA, CFP®, and Ollin Sykes, CPA, CITP, CMA share critical insights into the due diligence process when purchasing a pharmacy.Tune in to learn more.Did you like this episode? Stay up to date on new episodes by liking and subscribing!
2024-10-24
06 min
The Food Professor
Breakthrough Milk Dumping Study, India Trade Trouble, and our guest Zeeshan Fazal, EDC
In the latest episode of The Food Professor Podcast, presented by Caddle, we welcome a special guest, Zeeshan Fazal, Regional Director and Agrifood expert from Export Development Canada (EDC). Recorded live at the SIAL food innovation show in Montreal, Zeeshan explains how EDC supports Canadian companies in expanding their reach beyond borders, including into the United States, by providing financial tools, trade expertise, and valuable market connections.Michael, joining from Chicago, shares his experiences in the Windy City's vibrant food scene, recounting a visit to El Che restaurant and commenting on Chicago's competitive food service industry. He...
2024-10-17
49 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
The Importance of Understanding Your Graduate Program's Audience
Who is your graduate program designed to serve? Or can you describe your program's target audience? Would your answers be the same or different for each question? Should they be the same or different? Or could they be the same or different? How would the major role players that support your graduate program respond to these questions? The question "Who is your graduate program designed to serve?" isn't just critical – it is a keystone of strategic planning for a graduate program. Click here to view the blog article: Who is your gr...
2024-09-29
03 min
The Pharmacy Ownership Podcast
The Multi Store Owners Guide to Selling Your Pharmacy
Think you're ready to sell your pharmacy? Schedule a meeting with us! If you're a multi-location pharmacy owner, you’re going to want to tune in to this episode of the Pharmacy Ownership Podcast! In this episode Scotty Sykes, CPA, CFP® and Ollin Sykes, CPA, CITP, CMA tackle a common yet complex issue: selling a single pharmacy location from a multi-store entity. With real-world examples, Scotty and Ollin walk you through: The crucial steps of spinning off one location Importance of proper accounting practices, like using class codes for pr...
2024-09-27
07 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Looking at How Learners & Program Management See the Learner Journey
The effectiveness of a graduate program depends on the understanding of individual learner journeys by program leaders and faculty, as well as the understanding of the program's learner journey by individual learners. I explored these understandings from two distinct perspectives of the learner journey in my two previous episodes. One perspective was that of the learner, and the other was that of the program's management. This episode's purpose is to show how aligning the two perspectives develops a framework for effectively managing graduate programs to the benefit of a diverse set of stakeholders, such as individual learners, faculty members, em...
2024-08-31
05 min
CPA Trendlines Podcasts
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationFew industries are poised for a dramatic transformation as accounting in the rapidly advancing world of artificial intelligence. This episode of the Accounting ARC show, "AI Will Take Your Job—And That's a Good Thing," explores the impending shift, offering a fresh and optimistic perspective on AI's role in the profession. EPISODE NOTES HERE The episode's hosts, Liz Mason, CPA, and Byron Patrick, CPA,CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, delve into the implications of AI...
2024-08-21
33 min
CPA Trendlines Podcasts
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.' Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationHosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP and CGMA discuss an unconventional yet powerful concept: the right kind of lazy. This idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on efficiency and productivity in accounting.EPISODE NOTES here
2024-08-14
31 min
CPA Trendlines Podcasts
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationAccountants are often depicted in popular culture in ways that range from humorous to downright exaggerated. In a recent episode of ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, delve into these portrayals, discussing their favorite fictional accountants and the stereotypes that come with them.EPISODE NOTES here
2024-08-08
24 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
From Lead Collection to Fan Creation - Guiding Learners Through Your Graduate Programs Learner Journey The Program Management View
Once learners realize a learning need, they usually start a journey to address it. Many times, the journey starts out as self-directed and, at some point, it transitions to a guided journey. When a graduate degree program is involved, much of the self-directed journey planning starts with a web browser and an internet search. And during any stage of their search, learners may evaluate multiple journeys, all created by competing graduate programs. The journey the learner ultimately selects is likely the one with the best guidance throughout each leg of the journey they are exploring. From a...
2024-07-27
04 min
Earmark Podcast | Earn Free Accounting CPE
Practical Strategies for Recruiting and Retaining Top Talent in Accounting
Explore 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...
2024-07-11
1h 04
CPA Trendlines Podcasts
Accounting ARC: Busting the Big 4 Myth
The realities and opportunities beyond Big 4 firms.With Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationThe new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the Big Four firms. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs he...
2024-06-11
48 min
The Pharmacy Ownership Podcast
Assessing The True Value of Your Pharmacy
One of the most common questions we get from pharmacy owners looking to buy or sell a pharmacy is “what’s the pharmacy worth?”In this episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA, CITP, CMA and Scotty Sykes, CPA, CFP discuss assessing the worth of your pharmacy, maximizing the value of your pharmacy, maximizing cash flow, and more!Stay up to date on new episodes by liking and subscribing! Click here to learn more about our podcast team and previous episodes. Want to read and follow...
2024-06-07
06 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
From First Encounters to Lifelong Advocacy: Navigating the Learner's Journey in a Graduate Program–The Learner View
Have you ever thought about the path learners navigate when they go from realizing their need to learn to be a loyal program supporter? When both learners and program leaders really understand the path learners follow, it's like having a roadmap to success for both. A roadmap with interesting goals like identifying knowledge gaps, choosing a program, enrolling, and becoming a committed supporter. In the following episode, I describe six stages that most learners follow on their journey. Improving program effectiveness and reputation comes from understanding the learner journey and these stages. This episode is based on...
2024-06-05
05 min
Earmark Podcast | Earn Free Accounting CPE
Navigating the Identity Crisis in the CPA Profession
The 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...
2024-04-22
1h 00
The Pharmacy Ownership Podcast
What is Due Diligence
Before buying a pharmacy, it’s important that you do your due diligence, but what does due diligence look like? On this episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA, CMA, CITP and Scotty Sykes, CPA, CFP discuss everything about Due Diligence. We share the different types of due diligence, why it’s important to do your due diligence, what information you need to look for, and more! Stay up to date on new episodes by liking and subscribing! Interested in learning more about the podcast team and th...
2024-04-04
07 min
The Pharmacy Ownership Podcast
How to Buy a Pharmacy
Are you interested in buying a pharmacy but aren't sure how or where to even start? Often, we get approached by entrepreneurs looking at buying a pharmacy but aren’t sure what kind of pharmacy they are buying and what the difference between an asset purchase and a common stock purchase is. In this episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA, CITP, CMA and Scotty Sykes, CPA, CFP bring you 40 years of pharmacy CPA insights that dive deep into how to buy a pharmacy, some things you need to consid...
2024-03-08
04 min
The Pharmacy Ownership Podcast
Are You Ready to Sell Your Pharmacy
Are you planning on selling your pharmacy? Do you think you’re ready to sell your pharmacy? Many pharmacy owners underestimate the amount of time and planning it takes to optimize the value of your pharmacy so you can make the most money from your transition. On this first episode of The Pharmacy Ownership Podcast, Ollin Sykes, CPA CMA, CITP and Scotty Sykes, CPA, CFP share insights into how to make the most money from your pharmacy sale, proper timing and planning when selling your pharmacy, what you need to consi...
2024-02-09
07 min
Return on Wellness
Episode 10 - IMEX America 2023 "The Hangover" with Tahira Endean, CITP, CMP, CED
Sat down with the amazing Tahira Endean, CITP, CMP, CED the morning after #IMEX for a debrief. Excited to have had the opportunity to chat with her! PS: She even shared her leg press amount...
2023-10-31
59 min
Accountable
Forging a Brighter Professional Future with Donny Shimamoto, CPA, CITP, CGMA
The 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...
2023-10-25
42 min
Accounting Voices Podcast
Technology Must Knows in Accounting with Jim Bourke
Jim Bourke discusses the excitement surrounding AI and technology in the accounting profession. He highlights the impact of AI and technologies like chat GPT on the industry, emphasizing the need for accountants to embrace innovation. Jim also addresses the challenges faced by accountants, including regulatory constraints and the slow adoption of new technologies by legacy vendors. He encourages accountants to consider best-of-breed solutions and emphasizes the importance of open APIs for seamless integration between different software applications. Jim concludes by discussing the positive changes happening in the profession and the increased collaboration between legacy vendors and new technology providers.
2023-07-17
29 min
Tax Section Odyssey
Accounting transformation with Donny Shimamoto
The future of accounting continues to require more automated processes and less transactional work, and accountants will be expected to lead the charge. More and more, accountants rely on cloud software and artificial intelligence and boost their soft skills and leadership prowess to excel in the profession. Additionally, with cybersecurity threats on the rise, being proactive before a cyber incident happens is key — understanding potential threats, identifying vulnerabilities and planning around security optimization. Adherence to cybersecurity frameworks will continue to be important, and financial institutions must comply with the Safeguards Rule as set forth by the Federal Tr...
2023-06-01
15 min
Tax Section Odyssey
Accounting transformation with Donny Shimamoto
The future of accounting continues to require more automated processes and less transactional work, and accountants will be expected to lead the charge. More and more, accountants rely on cloud software and artificial intelligence and boost their soft skills and leadership prowess to excel in the profession. Additionally, with cybersecurity threats on the rise, being proactive before a cyber incident happens is key — understanding potential threats, identifying vulnerabilities and planning around security optimization. Adherence to cybersecurity frameworks will continue to be important, and financial institutions must comply with the Safeguards Rule as set forth by the Federal Tr...
2023-06-01
15 min
Event Design Collective PODcasts
Tahira Endean ONstage #DESIGNtoCHANGE with Ruud Janssen
"Events are like Jello" according to Tahira Endean, CITP, CMP, CED (https://www.linkedin.com/in/tahira-endean-citp-cmp-ced-918a868/ ) Not only is she a longtime friend and prolific collaboration artist, author, mentor and teacher, she is also the Head of Programming at IMEX leading the Knowledge Team. In this episode of the #DESIGNtoCHANGE #PODcast she speaks with Ruud Janssen about recent evocative event experiences and peaks and troughs in experience design. She shares her insights from het latest capstone project of her Masters in Creative Studies at Buffalo State University as well as the multiplicity of roles you hold as an...
2023-05-17
56 min
The Balancing Act Podcast with SingerLewak
Success with ERP with Bob Green, Jennifer Harris and David Cieslak
Episode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce" ERP Project ahead? Want the best from your chosen vendors? Remember that these projects are a 2-way street. You want to be satisfied, and so do your vendors – particularly if you want to have them available to have you optimize their solution for years ahead. We interview 2 of our favorite ERP reseller CXO’s for a rare chat about what they would want you to know about what it’s like to sell, implement and work on projects for you – and how to build me...
2023-04-06
46 min
Journal of Accountancy Podcast
Future of Finance takeaways: Talent, transformation, trust
With 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...
2022-12-14
22 min
CPA Trendlines Podcasts
Donny Shimamoto: Future Firm Growth Requires a Mindset Shift
The DisruptorsWith Liz FarrDonny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.Click here for more Donny ShimamotoAs the f...
2022-12-01
47 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
The Future of Business Education - A Conversation with Dean Mauro F. Guillén, Cambridge Judge Business School
Our conversation focused on: • How the coming baby drought will affect the future of business education? • How generational behavior will affect the future of business education? • How changes in the behavior of the middle classes will affect the future of business education? • How gender shifts will affect the future of business education? • How urbanization will affect the future of business education? • How technological advances will affect the future of business education? • How a culture of sharing will affect the future of business education? • How changes in the medium of exchange will affect the futur...
2022-03-14
56 min
Business Owner's Guide: Tips, Trends, & Talks from a CPA
SOC Report Overview, Choosing Your Auditor & the PKF Mueller Approach
Join Drent J. Shields, CPA, MBA, CISA, CITP, Audit Partner, and Kyle Wehrli, CPA, CISA, CTP, Audit Manager, of PKF Mueller's Risk & Controls team for an in-depth interview of SOC reporting, best practices to help companies, such as cloud-based SaaS providers, choose their SOC auditor, and the Firm's unique and client-centric approach to SOC audits.Get in contact with our SOC professionals today: Drent J. Shields, CPA, MBA, CISA, CITPAudit Partnerdshields@pkfmueller.com+1 847 649 8815Kyle Wehrli, CPA, CISA, CTPAudit Managerkwehrli@pkfmueller.com +1 815 274 1655L...
2021-11-16
15 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
How Graduate Program Leaders can Prepare their Programs for 2030 and Beyond
Wharton Professor Mauro Guillén, recently named dean of Cambridge University's Judge Business School, and author of 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything joined me to discuss how B-School deans and graduate program leaders can prepare their programs for 2030 and beyond.
2021-08-13
59 min
AICPA Town Hall
AICPA Town Hall Series – July 27, 2021
The 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...
2021-07-28
1h 02
AICPA Town Hall
AICPA Town Hall Series – July 27, 2021
The 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...
2021-07-28
1h 02
FLP, the Finance Leadership Podcast
Embrace Innovation with Data Analytics (April Technology Advisory)
"Unlocking the true value of analysing the data; THAT'S where we're best positioned." Emily Chee (KPMG) and Maria Pollieri (Oracle, now retired) join our guest host Jim Gilbert (Jim Gilbert CPA) in this month's special 'Tech Advisory' edition of our podcast. They discuss CPA-relevant technologies in action, how to embrace innovation, and the 'win-win' opportunities offered to finance professionals by data analytics and associated new technologies. Power up your Data Analytics skills with our forthcoming webinar on May 19th, 2021. Resources. Use these links to find out more about this topic, or to access...
2021-04-30
25 min
FLP, the Finance Leadership Podcast
Embrace Innovation with Data Analytics (April Technology Advisory)
"Unlocking the true value of analysing the data; THAT'S where we're best positioned." Emily Chee (KPMG) and Maria Pollieri (Oracle, now retired) join our guest host Jim Gilbert (Jim Gilbert CPA) in this month's special 'Tech Advisory' edition of our podcast. They discuss CPA-relevant technologies in action, how to embrace innovation, and the 'win-win' opportunities offered to finance professionals by data analytics and associated new technologies. Power up your Data Analytics skills with our forthcoming webinar on May 19th, 2021. Resources. Use these links to find out more about this topic, or to access...
2021-04-30
25 min
The 1SEO Podcast
Mark Zinman, CPA, CITP | The Lion’s Den Podcast
Welcome to the Lion’s Den! This week, I had the chance to sit down with Mark Zinman, CPA, CITP, managing partner of Zinman & Company PC, and candidate for Newtown District Judge. Tune in to hear why Mark is running for Judge and how he plans to use his decades of experience as an accounting professional to balance the scales for the families and businesses throughout the Bucks County community. 👨⚖️ ⚖️#LFG #DigitalLion #LionsDen #Podcast #1SEO #Election #Accounting #BucksCountyWatch the FULL episode on YouTube: https://youtu.be/_Dx1lLj...
2021-04-15
31 min
FLP, the Finance Leadership Podcast
Business Partner Supply Chain Risk (Monthly Technology Advisory)
"We think of just the initial signing of a vendor to perform a service, but we don't do a good job of monitoring ...THEIR vendors" Our first featured Technology Advisory episode of 2021 is hosted by Audrey Katcher of Rubin Brown LLC. She's joined by Torpey White of Wipfli LLC, and Mardhani (Danny) Wirapratama of Celestica Inc. They share definitions, actions plans and ways of framing practical discussions about managing risk in supply chains involving vendors, providers, and partners. Talking Points. This conversation touches on these and other topics and considerations: Business Partner Supply Chain...
2021-01-28
24 min
FLP, the Finance Leadership Podcast
Business Partner Supply Chain Risk (Monthly Technology Advisory)
"We think of just the initial signing of a vendor to perform a service, but we don't do a good job of monitoring ...THEIR vendors" Our first featured Technology Advisory episode of 2021 is hosted by Audrey Katcher of Rubin Brown LLC. She's joined by Torpey White of Wipfli LLC, and Mardhani (Danny) Wirapratama of Celestica Inc. They share definitions, actions plans and ways of framing practical discussions about managing risk in supply chains involving vendors, providers, and partners. Talking Points. This conversation touches on these and other topics and considerations: Business Partner Supply Chain Ri...
2021-01-28
24 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Virtual Reality - MBA Students at Temple University's Fox School of Business - Bora Ozkan Interview
Dr. Bora Ozkan, assistant professor of finance at Temple University's Fox School of Business serves as the academic director for the school's Online MBA and Online BBA. The reason Bora is joining me today is he's responsible for the Fox School's first-ever Virtual Reality or VR course that's offered to their online MBA students. The course, "Fintech, Blockchain and Digital Disruption," is a seven-week course that started March 19, 2020 and ends the last week of March. Twenty students enrolled for the course. The course was designed by Bora, a team from the Fox School's Online and Digital Learning Department and G...
2020-05-13
36 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Georgia State University's New MS-HRM Program - How They Made Program Management Simple
Making graduate program management simple is almost never a consideration during the design phase of a new graduate program. Georgia State University's new MS in Human Resource Management program is an exception. In this episode, two program faculty members discuss how the new program's design makes program management simple. Join me as we discuss how the program uses rubrics to track overall skill development progress for individual students and for the program; how metrics guide program data collection and reporting; how the program can track meta level skills by student; how the program gathers faculty input about...
2020-04-20
27 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Georgia State University's New MS-HRM Program - How They Did It
During 2019 graduate management education was criticized for not being relevant. At the end of January, I received a press release from GSU titled "Georgia State's Master's in H.R. Management Responds to Emerging Business Needs." I thought, here's a response to that criticism, I wonder how they did it? Two GSU faculty are here today to help us understand the how.
2020-03-18
29 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Driving Better Experiences & Outcomes in Industry-Engaged Experiential Learning
During this podcast you will learn: • How to scope and evaluate industry projects to align with learning outcomes • How to identify mis-matched expectations and facilitate re-alignment • 5 Practical Lessons from 5+ years' experience facilitating industry-engaged experiential learning to 5000+ students My guest for this webinar is Nikki James, VP of Learning & Experience, Practera, a company whose mission is to make it easy to design and deliver world-class experiential learning programs
2019-05-11
56 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jumping Into Advisory Services The Smart Way With Jim Bourke of Withum
Managing Director of Advisory Services at WithumSmith+Brown. Frequent speaker on everything technology! Author of many articles related to CPA Firm technologies. Member of AICPA. Member of NJSCPA. Past member of AICPA Coucil and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee. Current Chair of AICPA ENGAGE. Past President of the NJSCPA. Licensed CPA in NJ, NY and NC. Specialties: CITP, CPA, CFF, Technology, Internal Technology, IT, CGMA, IFRS, SOC1, SOC2, SOC3
2019-04-18
36 min
FLP, the Finance Leadership Podcast
"Digital Mindsets and Disruptive Tech Trends" with Jim Bourke of WithumSmith+Brown (New York, USA)
"What is driving change in our profession? The fuel is TECHNOLOGY". GBD54. We sat down recently at AICPA & CIMA's London Office with Jim Bourke, CPA, CITP, CFF, CGMA, and Managing Director of Advisory Services for US-based WithumSmith+Brown. Visiting the UK on a speaking tour, Jim's passion for the profession is clear as he discusses the technological changes that will offer profound opportunities. He outlines the digital mindsets that will help our profession move forward, and describes the trends that will fuel today's teams as they drive into tomorrow. WE DISCUSS: WHO Dr...
2019-04-17
23 min
FLP, the Finance Leadership Podcast
"Digital Mindsets and Disruptive Tech Trends" with Jim Bourke of WithumSmith+Brown (New York, USA)
"What is driving change in our profession? The fuel is TECHNOLOGY". GBD54. We sat down recently at AICPA & CIMA's London Office with Jim Bourke, CPA, CITP, CFF, CGMA, and Managing Director of Advisory Services for US-based WithumSmith+Brown. Visiting the UK on a speaking tour, Jim's passion for the profession is clear as he discusses the technological changes that will offer profound opportunities. He outlines the digital mindsets that will help our profession move forward, and describes the trends that will fuel today's teams as they drive into tomorrow. WE DISCUSS: WHO Dr...
2019-04-17
23 min
DataTalk
The Princeton Dialogues on AI and Ethics: A Human Values Approach to AI Design and Deployment
In this #DataTalk, we talked with Chloé Bakalar and Ben Zevenbergen about a human values approach to AI design and deployment. Chloé Bakalar is Assistant Professor of Political Science. She is also a Visiting Research Collaborator at Princeton University's Center for Information Technology Policy (CITP). Ben Zevenbergen is a visiting professional specialist at CITP. His work mostly consists of multidisciplinary investigations in the ethical, social, and legal impacts of Internet technologies, and vice versa.
2019-02-01
51 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Selecting Companies and Designing Engagements When Offering Project-Based Experiential Learning
2018-09-25
54 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Eastern Kentucky University Used Extensive Research to Achieve What Many See as Impossible - A New MBA Program!
2018-08-09
56 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
How to Implement & Use Chatbots for Graduate Program Recruiting & Enrollment Webinar
2018-06-15
39 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Makini Allwood--Social Media Usage at Chicago Booth EMBA
2018-05-09
34 min
CanInnovate
Talking about the importance of Supply Chain with fellow podcaster, Sarah Barnes-Humphrey, CITP, CCI
Speaker Bio: Sarah stands at the forefront of international trade with expertise in the global logistics industry, working with the private sector to build, develop and increase efficiencies in their supply chains. She has spent the past 20 years working in logistics and supply chain, most recently as Director of Sales and Marketing for ICECORP Logistics Inc, a privately owned 3PL. Throughout her 20-year tenure in Supply Chain, Sarah has gained a reputation for her passion in helping employees and clients learn about increasing efficiencies and building cost-effective supply chains including international transportation, customs & compliance, cross...
2018-04-18
00 min
Graduate Management Education (GME) News Digest - Making Graduate Program Management Simpler
Joe Fox Interview - Program Manager Succession Planning
2018-03-18
30 min
Center for Internet and Society
Arvind Narayanan - Hearsay Culture Show #238 - KZSU-FM (Stanford)
I am pleased to post Show # 238, May 27, my interview with Prof. Arvind Narayanan of Princeton University on Bitcoin, cryptography, privacy and web transparency. Arvind does a range of information policy-related research and writing as a professor affiliated with Princeton's Center for Information Technology Policy (CITP). [Note: I am a Visiting Research Collaborator at CITP]. Through studying the operation of and security challenges surrounding the cryptocurrency Bitcoin, Arvind has been able to assess cryptography as a privacy-enhancing and dis-intermediating technology. To that end, we had a wide-ranging discussion, from the varied roles of cryptography to commercial surveillance and transparency. Because Arvind...
2015-05-27
00 min
Center for Internet and Society
Ed Felten - Hearsay Culture Show #225 - KZSU-FM (Stanford)
I am delighted to post Show # 225, November 20, my interview with Prof. Ed Felten of Princeton University's Center for Information Technology Policy ("CITP"). I've been visiting at CITP this year, and one of my main goals for my time there has been to meet and/or interview some of the amazing array of scholars resident at Princeton. There was no better way to begin that effort than by interviewing Ed. Ed's work is undoubtedly well-known to many Hearsay Culture listeners, so the challenge was to find a few topics to discuss. We were able to drill down on two current foci...
2014-11-20
00 min
Hearsay Culture Network
Ed Felten – Hearsay Culture Show #225
I am delighted to post Show # 225, November 20, my interview with Prof. Ed Felten of Princeton University's Center for Information Technology Policy ("CITP"). I've been visiting at CITP […]
2014-11-20
55 min
Hearsay Culture Network
Ed Felten – Hearsay Culture Show #225
I am delighted to post Show # 225, November 20, my interview with Prof. Ed Felten of Princeton University’s Center for Information Technology Policy (“CITP”). I’ve been visiting at CITP […]
2014-11-20
55 min
Hearsay Culture Radio
Ed Felten – Hearsay Culture Show #225
I am delighted to post Show # 225, November 20, my interview with Prof. Ed Felten of Princeton University’s Center for Information Technology Policy (“CITP”). I’ve been visiting at CITP […]
2014-11-20
55 min
Hearsay Culture Network
Ed Felten – Hearsay Culture Show #225
I am delighted to post Show # 225, November 20, my interview with Prof. Ed Felten of Princeton University’s Center for Information Technology Policy (“CITP”). I’ve been visiting at CITP […]
2014-11-20
55 min
Get New Releases Audiobooks in Business, Career Skills
The E-Myth Accountant Audiobook by M. Darren Root CPA CITP, Michael E. Gerber
Please visithttps://thebookvoice.com/podcasts/audiobook/1566/to download full audiobooks of your choice for free. Title: The E-Myth Accountant Subtitle: Why Most Accounting Practices Dont Work and What to Do about It Author: M. Darren Root CPA CITP, Michael E. Gerber Narrator: M. Darren Root, Michael E. Gerber Format: Unabridged Length: 5 hrs and 48 mins Language: English Release date: 03-30-11 Publisher: Blackstone Audio, Inc. Ratings: 4.5 of 5 out of 87 votes Genres: Business, Career Skills Publisher's Summary: By drawing on his decades of experience working with small-business owners, Michael Gerber is adding to his mega-selling E-Myth series with The E-Myth Accountant. This...
2011-03-30
5h 48
Top Technology Initiatives Podcast
Episode 16 - 2010 Top Technology Initiatives Survey
In this episode, Ron Box, CPA, CITP, CFF, CISSP, Chief Financial Officer and Chief Information Officer at Joe Money Machinery Co. and Joel Lanz, CPA, CITP, CFF, CFE, CISA, CISSP, Principal of Joel Lanz, CPA, P.C., discuss and review the 2010 Top Technology Initiatives Survey Results. The initiatives included in the survey are intended to represent the CPA’s unique perspective regarding the initiatives they believe will impact financial management and the fulfillment of other fiduciary responsibilities such as safeguarding of business assets, oversight of business performance, and compliance with regulatory requirements.
2010-09-20
23 min
Top Technology Initiatives Podcast
Episode 15 - Highlighting the IT Audit School Program
In this episode, Daniel Schroeder, CPA, CITP, MBA, CISA, CIA, CISM, partner at Habif, Arogeti & Wynne, LLP, and Tommie W. Singleton, CPA, CITP, CMA, CISA, associate professor of accounting at the University of Alabama in Birmingham, discuss the upcoming IT Audit School and explain what the program will deliver and the value it will have for enrolled attendees. The program offers hands-on simulations utilizing data analysis tools presented by nationally recognized speakers with over 50 years of experience in this area, and a strong focus on risk based auditing standards.
2010-07-09
23 min
Top Technology Initiatives Podcast
CPAs' Primer on Enterprise Business Intelligence
The implementation of an Enterprise Business Intelligence (BI) framework provides value, insight and reliability of numbers to an entire organization. In this podcast, Donny Shimamoto, CPA.CITP and Rob Fisher, CPA.CITP discuss why CPAs are prime for getting involved in BI initiatives and touch on the terminology and methodology of a BI initiative. Learn how to improve internal decision-making through the use of BI analytics and maximize your information assets to increase profitability.
2009-09-09
20 min
Top Technology Initiatives Podcast
Teaser - CPAs' Primer on Enterprise Business Intelligence Overview
The implementation of an Enterprise Business Intelligence (BI) framework provides value, insight and reliability of numbers to an entire organization. In this feature clip, Donny Shimamoto, CPA.CITP and Rob Fisher, CPA.CITP provide an overview to why CPAs are prime for getting involved in BI initiatives and touch on the terminology and methodology of a BI initiative. It’s a glimpse of how internal decision-making through the use of BI analytics and maximization of your information assets can increase profitability.
2009-08-18
05 min
Top Technology Initiatives Podcast
Disaster Recovery - CPAs' Five Key Steps toward effective advisement of a Disaster Recovery Plan and Business Continuity Management
CPAs' Five Key Steps toward effective advisement of a Disaster Recovery Plan and Business Continuity Management James C. Bourke, CPA.CITP and Chair of the CITP Credential Committee discusses the five key steps towards the effective management of a business continuity and disaster recovery plan. CPA’s are qualified and prime to offer business guidance and can facilitate in driving the IT portion of the business strategy through their understanding of business and technology and how the two functions are integrated.
2009-08-18
12 min
Top Technology Initiatives Podcast
Episode 5 - CAATTs
In Episode 5, Mark Mayberry, CPA.CITP, CISA, and Rich Lanza, CPA.CITP, CFE, provide an introduction to Computer Assisted Auditing Tools and Techniques (CAATTs) and discuss how auditors and forensic accountants can use CAATTs to achieve a more thorough and efficient review of client data.
2008-03-26
20 min
Top Technology Initiatives Podcast
Episode 4 - Data Protection
Welcome to the Top Technology Initiatives Podcast. Here in Episode 4 Barry MacQuarrie, CPA.CITP and Nancy Cohen, CPA.CITP discuss Privacy, the growing concern over the security of personal information, and steps that businesses, CPA firms and other organizations can take to ensure that their sensitive customer/client data is protected.
2008-02-22
14 min
Top Technology Initiatives Podcast
Episode 2 - Mobile and Remote Computing
Welcome to the Top Technology Initiatives Podcast. Here in Episode 2 we discuss Mobile and Remote Computing. Join IT thought leaders Jim Bourke, CPA.CITP, John Seale, CPA.CITP and David Ryan, CPA.CITP as they discuss the mobile and remote computing technologies that are revolutionizing the way we do work. Learn how innovative companies and public accounting firms are leveraging these technologies to maximize efficiency, productivity, customer service and work-life balance.
2007-08-21
20 min
Top Technology Initiatives Podcast
Episode 1 - 2007 Top Technology Initiatives Overview
Welcome to the Top Technology Initiatives Podcast. Here in Episode 1 we discuss the AICPA's 2007 Top Technology Initiatives project which lists the most important technology initiatives for CPAs and IT professionals working in the field of financial management to consider in upcoming year. Join Greg LaFollette, CPA.CITP and Jim Bourke, CPA.CITP as they discuss how the list was determined, and what it means for the accounting profession. These intitiatives are going to change the way you do business.
2007-06-25
15 min