Shows
CPA Trendlines PodcastsHow Blockchain Could Still Reshape Business and Accounting | ARCTechnologies 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...2025-05-0123 min
David C Barnett Small Business and Deal Making M&A SMBLIVE- Lora Rigutto- International trade planning and problemsInternational 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...2025-04-2855 minCPA Trendlines PodcastsFirm Differentiation Depends Upon Client Service | Accounting ARCRaising 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...2025-04-1740 min
The Pharmacy Ownership PodcastInventory and Your Valuation: Tips For Maximizing The Value of Your PharmacyInventory 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...2025-04-1006 min
Elevate - Women in TechS1 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 TechJoin 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...2025-04-0429 minCPA Trendlines PodcastsCrypto, Cash, or Chaos? The Fallout of an IRS-Free America | ARCIf 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.2025-04-0322 minCPA Trendlines PodcastsWhy 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...2025-03-2747 minCPA Trendlines PodcastsIs 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? ...2025-03-2032 minCPA Trendlines PodcastsAre 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...2025-02-2738 minCPA Trendlines PodcastsThe 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...2025-02-2024 minCPA Trendlines PodcastsStudent Turns Tables on Thought Leaders | ARCIn 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...2025-02-1347 min
Pondering AIEthics for Engineers with Steven KeltsSteven 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...2025-02-0546 minCPA Trendlines PodcastsDemystifying Accounting Governance | ARCFrom 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...2025-01-3049 minCPA Trendlines PodcastsTop 10 Red Flags to Watch for in Accounting Offices | ARCOutdated 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...2025-01-2325 minCPA Trendlines PodcastsBreaking 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...2025-01-0845 minCPA Trendlines PodcastsAccounting in Transition: Reflections on 2024 and the Road Ahead | ARCAccounting 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...2024-12-2939 minCPA Trendlines PodcastsCPA 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...2024-12-0436 minCPA Trendlines PodcastsTikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARCSocial 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...2024-11-2031 minCPA Trendlines PodcastsRevolutionizing 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...2024-10-3041 min
The Pharmacy Ownership PodcastDue Diligence: What to Look for When Buying a PharmacyLooking 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!2024-10-2406 min
The Food ProfessorBreakthrough Milk Dumping Study, India Trade Trouble, and our guest Zeeshan Fazal, EDCIn 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...2024-10-1749 min
The Pharmacy Ownership PodcastThe Multi Store Owners Guide to Selling Your PharmacyThink 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...2024-09-2707 minCPA Trendlines PodcastsAI Will Steal Your Job. And That's a Good Thing | Accounting ARCAccounting 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...2024-08-2133 minCPA Trendlines PodcastsThe Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARCARC 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 here2024-08-1431 minCPA Trendlines PodcastsAccountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARCFrom "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 2024-08-0824 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 04CPA Trendlines PodcastsAccounting ARC: Busting the Big 4 MythThe 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...2024-06-1148 min
The Pharmacy Ownership PodcastAssessing The True Value of Your PharmacyOne 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...2024-06-0706 min
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 00
The Pharmacy Ownership PodcastWhat is Due DiligenceBefore 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...2024-04-0407 min
The Pharmacy Ownership PodcastHow to Buy a PharmacyAre 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...2024-03-0804 minThe Pharmacy Ownership PodcastAre You Ready to Sell Your PharmacyAre 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...2024-02-0907 min
Return on WellnessEpisode 10 - IMEX America 2023 "The Hangover" with Tahira Endean, CITP, CMP, CEDSat 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...2023-10-3159 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 min
Accounting Influencers PodcastTechnology Must Knows in Accounting with Jim BourkeJim 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.2023-07-1729 min
Tax Section OdysseyAccounting 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 Trade...2023-06-0115 minTax Section OdysseyAccounting 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 Trade...2023-06-0115 min
Event Design Collective PODcastsTahira 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...2023-05-1756 min
The Balancing Act Podcast with SingerLewakSuccess with ERP with Bob Green, Jennifer Harris and David CieslakEpisode 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...2023-04-0646 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 minCPA Trendlines PodcastsDonny Shimamoto: Future Firm Growth Requires a Mindset ShiftThe 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...2022-12-0147 min
GME Program Management Made SimpleThe Future of Business Education - A Conversation with Dean Mauro F. Guillén, Cambridge Judge Business SchoolOur 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...2022-03-1456 min
Business Owner's Guide: Tips, Trends, & Talks from a CPASOC Report Overview, Choosing Your Auditor & the PKF Mueller ApproachJoin 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...2021-11-1615 minGME Program Management Made SimpleHow Graduate Program Leaders can Prepare their Programs for 2030 and BeyondWharton 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.2021-08-1359 min
AICPA 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 02
FLP, the Finance Leadership PodcastEmbrace 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...2021-04-3025 minFLP, the Finance Leadership PodcastEmbrace 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...2021-04-3025 min
The 1SEO PodcastMark Zinman, CPA, CITP | The Lion’s Den PodcastWelcome 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...2021-04-1531 min
FLP, the Finance Leadership PodcastBusiness 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...2021-01-2824 minFLP, the Finance Leadership PodcastBusiness 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...2021-01-2824 min
FLP, the Finance Leadership PodcastCybersecurity Advisory. BoD Technology and Cybersecurity Responsibilities "We're seeing more stories now where information is being compromised - when it should NOT be - in this new work from home environment." In the third episode of our monthly Cybersecurity Advisory series, host Jim Gilbert, CPA, CITP, CGMA is joined by Audrey Katcher of Rubin Brown LLP and Jeff Olejnik of Wipfli LLP. In an ever-changing data environment, they explore the shift in focus for Boards of Directors (BoDs) to business continuity, security and risk management. Resources. Use these links to find out more about this topic, or to access free guidance and resou...2020-08-2730 min
Chicks into the pitsIn the heat of the moment | CITP, ep. 8In the August instalment of Chicks into the Pits, Aurora and Martina share their hot takes (from boiling Italy) on the past few racing weekends. This episode features the "CopyGate", Ferrari shenanigans, a sprinkle of unexpected MotoGP commentary and more.2020-08-2746 min
Business Leaders PodcastMaximizing Your Business’ Value With Co-Host And CEO Of Raincatcher, Marla DiCarlo, And Guests, Jim Gilbert And Allen Harvey Many business owners are understandably extremely passionate about their business. Sometimes, they are too passionate that they fail to view their business from the buyer's perspective. When that business life cycle finally hits the break, they find themselves having seller's remorse from selling their business without maximizing its value early on. In this episode, Bob Roark is joined with co-host and CEO of Raincatcher, Marla DiCarlo, to unpack the skillsets and insights of guests—Jim Gilbert, CPA, CITP, CGMA, and Allen Harvey—that can help business owners out there to bring profits to the bottom...2020-08-2050 minChicks into the pitsBack-on-track banter | CITP, ep. 7In the *special* seventh instalment of the Chick into the Pits podcast, Martina and Aurora discuss everything that has been going on in the past few weeks, this time strictly F1-wise. You know better than us that, with the beginning of the season, there's a lot to talk about!2020-07-2736 minChicks into the pitsVirtual racing, real drama | CITP, ep. 6In this sixth instalment, Aurora and Martina discuss the impact and peculiarity of sim racing, which rose to prominence during quarantine times. Is it just a fleeting trend, or is there something more to it?2020-06-2745 min
Policy PunchlineAI Is Biased: Why it Matters and How to Fix Algorithmic InjusticeMultiple tech companies (Amazon, IBM) have—in a rather surprising turn of events—pledged to stop providing facial recognition technology to police departments in light of the #BlackLivesMatter movement. In this episode, Dr. Annette Zimmerman of Princeton University gives context to the wider public debate on algorithmic justice and the biases of artificial intelligence technology that is rapidly unfolding right now.
Dr. Zimmermann, Arjun, and Tiger touch on some of the most long-standing questions in the field of AI research and moral philosophy:
- What is algorithmic bias? Is all bias bad? How do we understand algorithmic bias from a mora...2020-06-221h 53Chicks into the pitsMarket bombs (or hecatombs?) | CITP, ep. 5In the fifth instalment of the Chicks into the Pits podcast, Martina and Aurora discuss the latest F1-market bombs. Expect some serious banter, since these two will share their totally unpopular opinions once again! 2020-05-2743 minGME Program Management Made SimpleVirtual Reality - MBA Students at Temple University's Fox School of Business - Bora Ozkan InterviewDr. 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...2020-05-1336 minChicks into the pitsRace-commendations | CITP, ep. 4On-track action is officially dow to 0% for the foreseeable future, but we're being spoiled with race replays all over the web. In this episode, Aurora and Martina look back on their favourite races in various championships, all available on major streaming platforms for free.2020-04-2743 minGME Program Management Made SimpleGeorgia State University's New MS-HRM Program - How They Made Program Management SimpleMaking 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...2020-04-2027 minGME Program Management Made SimpleGeorgia State University's New MS-HRM Program - How They Did ItDuring 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.2020-03-1829 min
FLP, the Finance Leadership PodcastRemote CFOs. Becoming a virtual leader with Robin Thieme of KBS CFO. There's a lot of...how we manage people that needs to change, as well as what our workforce expects. (#90). Robin Thieme is CEO and Founder of KBS CFO and known by her online handle as the "futurereadycpa". An AICPA speaker and CPE author focusing on the workplace of tomorrow, she talks about how to deliver effective leadership of remote teams - and how to understand this new reality if your own practice is dealing with client questions about the future of work. GIVE FEEDBACK. How did you discover our podcast, where d...2019-12-1846 min
GME Program Management Made SimpleDriving Better Experiences & Outcomes in Industry-Engaged Experiential LearningDuring 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 programs2019-05-1156 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsJumping Into Advisory Services The Smart Way With Jim Bourke of WithumManaging 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, SOC32019-04-1836 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...2019-04-1723 minFLP, 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...2019-04-1723 min
DataTalkThe Princeton Dialogues on AI and Ethics: A Human Values Approach to AI Design and DeploymentIn 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.2019-02-0151 minFLP, the Finance Leadership Podcast"Why Your Business WANTS To Be Hacked" with Lisa Traina of Capin Crouse (Baton Rouge,USA). GBD21 " Information security and IT are two rather different things, and organisations don't realise that yet". As EU CyberSec Month and USA Cybersecurity Awareness Month continue, so does our focus on online safety for business. Cybersecurity expert Lisa Traina introduces AICPA & CIMA staffer Julia Woislaw to the world of 'ethical hacking', a technique which saw her featured on NBC news. OUR GUEST: Lisa deploys over 30 years of experience as a CPA, CITP, and CGMA to assist financial institutions, nonprofit organizations, hospitals, professional services firms, and other organizations in implementing measures to secure data and m...2018-10-1016 min
GME Program Management Made SimpleSelecting Companies and Designing Engagements When Offering Project-Based Experiential Learning2018-09-2554 minGME Program Management Made SimpleEastern Kentucky University Used Extensive Research to Achieve What Many See as Impossible - A New MBA Program!2018-08-0956 minGME Program Management Made SimpleHow to Implement & Use Chatbots for Graduate Program Recruiting & Enrollment Webinar2018-06-1539 minGME Program Management Made SimpleMakini Allwood--Social Media Usage at Chicago Booth EMBA2018-05-0934 min
CanInnovateTalking about the importance of Supply Chain with fellow podcaster, Sarah Barnes-Humphrey, CITP, CCISpeaker 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...2018-04-1800 min
GME Program Management Made SimpleJoe Fox Interview - Program Manager Succession Planning2018-03-1830 min
What's Your "And"?64: Byron Patrick doesn't horse around with client relationships [podcast]Byron Patrick spends a lot of time shoveling horse manure. Literally. It's what comes with the territory as the owner of a small horse farm. But whether it's digging post holes for the fences or grooming the horses, he says it's nice to sit back at the end of the day and be able to see the fruits of all his hard work. In this episode, we talk about how talking about things that interest you and genuinely being interested in talking about things that interest those around you will lead to weird connections that you never...2017-02-0132 min
What's Your "And"?22: MB Raimondi’s stained glass projects make for colorful client relationships [podcast]MB’s stained glass projects make for colorful client relationships
Several years ago, a friend invited MB (Mary Beth) to a stained glass workshop and now she can’t stop. And when the stained glass studio made the move to QuickBooks, you better believe they called MB first. So her passion led directly to a new client that she still has today.
In this episode, MB talks about how people sense when you’re not being true to yourself. When they sense this, it makes them not want to interact with you which c...2016-03-3030 min
Center for Internet and SocietyArvind 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...2015-05-2700 minCenter for Internet and SocietyEd 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...2014-11-2000 min
Hearsay Culture NetworkEd Felten – Hearsay Culture Show #225I 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 […]2014-11-2055 minHearsay Culture RadioEd Felten – Hearsay Culture Show #225I 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 […]2014-11-2055 minHearsay Culture NetworkEd Felten – Hearsay Culture Show #225I 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 […]2014-11-2055 min
Hearsay Culture NetworkEd Felten – Hearsay Culture Show #225I 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 […]2014-11-2055 min
Get New Releases Audiobooks in Business, Career SkillsThe E-Myth Accountant Audiobook by M. Darren Root CPA CITP, Michael E. GerberPlease 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...2011-03-305h 48
Top Technology Initiatives PodcastEpisode 17 - Combating IT Security ThreatsIT security threats are constantly evolving, so an organization’s response must also evolve and stay ahead of the game. In this interview, David Cieslak, CPA/CITP, principal at Arxis Technology, explores current security threats and discusses how the latest products and technologies can be applied to practically and effectively combat them.2011-03-0224 minTop Technology Initiatives PodcastEpisode 16 - 2010 Top Technology Initiatives SurveyIn 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.2010-09-2023 minTop Technology Initiatives PodcastEpisode 15 - Highlighting the IT Audit School ProgramIn 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.2010-07-0923 minTop Technology Initiatives PodcastEffective Management of your Records and DataFeatured speaker, Nancy A. Cohen, CPA.CITP, CIPP discusses the considerations for safeguarding personally identifiable information. As systems and processes become more complex and sophisticated, ever more personal information are being collected. Because more data is being collected and held, personal information may be at risk to a variety of vulnerabilities, including loss, misuse, unauthorized access, and unauthorized disclosure. Reference will be made to supplemental resources available to listeners through the InfoTech website that includes an upcoming webinar that provides comprehensive guidance towards the prevention of compromise of your or your clients records or data that contain personally identifiable information.2010-01-1417 minTop Technology Initiatives PodcastCPAs' Primer on Enterprise Business IntelligenceThe 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.2009-09-0920 minTop Technology Initiatives PodcastTeaser - CPAs' Primer on Enterprise Business Intelligence OverviewThe 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.2009-08-1805 minTop Technology Initiatives PodcastDisaster Recovery - CPAs' Five Key Steps toward effective advisement of a Disaster Recovery Plan and Business Continuity ManagementCPAs' 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.2009-08-1812 minTop Technology Initiatives PodcastLearning and CompetencyIn this episode, Randolph (Randy) P. Johnston and Mary R. MacBain, CPA/CITP discuss the value and necessity of Training and Competency within the accounting profession. As technologies evolve, employers seek to train their employees on the tools and concepts that drive efficiency and productivity within their organizations. Business and compliance requirements necessitates that CPAs continue to enhance their understanding and expertise of specific skill sets needed to excel at performing their roles for their employer or their clients. The discussion touches on current trends in training, difference between training and education, the currently deficient preparation of students for the...2009-04-2929 minTop Technology Initiatives PodcastAICPA 2009 Top Technology Initiatives List Run DownIn this episode, David M. Cieslak, CPA/CITP, GSEC discusses the value of the AICPA Top Technology Initiatives program and presents the story behind the voting process. Listeners are introduced to the top ten technology initiatives that made this years list. This episode serves as an introduction to future installments of podcasts that will dive deeper into the various initiatives that made the top ten list. The AICPA’s Top Technology Initiatives list is intended to represent the CPA’s unique perspective regarding the initiatives the voting constituency believe will impact financial management and the fulfillment of other fiduciary responsibilities such...2009-04-2908 minTop Technology Initiatives PodcastPrivacy [Part 2]: A Privacy Compliance FrameworkIn Episode 7, AICPA/CICA Privacy Taskforce Chair, Ev Johnson, CPA and Vice-Chair Ken Askelson, CPA.CITP, CISA, CIA continue a 4-part discussion about privacy, and provide an overview of the Generally Accepted Privacy Principles (GAPP) framework; what it is, how it is constructed, and the rationale behind it.2008-06-0437 minTop Technology Initiatives PodcastPrivacy [Part 1]: Why Should You Care?In Episode 6, Ev Johnson, CPA and Ken Askelson, CPA.CITP, CIA discuss the shifting business and regulatory landscape with respect to Privacy, and why businesses and CPAs need to be concerned about how they collect, use, and maintain personal information.2008-05-0831 minTop Technology Initiatives PodcastEpisode 5 - CAATTsIn 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.2008-03-2620 minTop Technology Initiatives PodcastEpisode 4 - Data ProtectionWelcome 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.2008-02-2214 minTop Technology Initiatives PodcastEpisode 3 - Risk-Based AuditingWelcome to the Top Technology Initiatives Podcast. Here in Episode 3,
Mark Mayberry, CPA, CITP, CISA provides an overview of Risk-Based
Auditing, including what will change under the new standards (SAS Nos.
104-111), how auditors can identify and address risks, and why IT has
become so important to the audit.2007-09-2610 minTop Technology Initiatives PodcastEpisode 2 - Mobile and Remote ComputingWelcome 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.2007-08-2120 minTop Technology Initiatives PodcastEpisode 1 - 2007 Top Technology Initiatives OverviewWelcome 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.2007-06-2515 min