Shows
FEI Weekly PodcastAvoiding the Trap of AI WashingThis episode explores key considerations for AI-related SEC disclosures, including how companies can avoid regulatory pitfalls, tailor risk disclosures to their specific AI applications, and enhance board oversight of AI adoption.Special Guests: Ryan Adams and Scott Lesmes.2025-04-2252 minFEI Weekly PodcastXBRL is DeadDiscover why finance professionals have been disappointed by generative AI in the past, how they are leveraging unstructured data today, why this landscape is shifting, and how to capitalize on a new paradigm.Special Guest: Kris Bennatti.2025-04-1540 minFEI Weekly PodcastAI in finance: making your job easier and more enjoyableAyan Adam. We talk about Microsoft's role in integrating AI into finance and supply chain management, particularly through its Copilot tool. To learn more about impact of AI on financial and accounting governance and on workforce dynamics, register for FEI’s virtual conference AI in Finance and Accounting 2025: Managing Governance, Adapting the Workforce. Special Guest: Ayan Adam.2025-03-2520 minFEI Weekly PodcastWhat will be your leadership legacy?ICONS: Women of Note 2025 speaker Dr. Sarah Skidmore shares insights on the key differences between leadership and management, the importance of intentional time management, and how finance professionals can develop their leadership voice beyond operational oversight.Special Guest: Dr. Sarah Skidmore.2025-03-0436 minFEI Weekly PodcastUnlocking ESG success: The power of peer networkingDonna Teran-Krouse the crucial role that collaboration and community play in driving effective ESG initiatives.
To learn more, download the "FEI Engage Career Pathway: ESG Controller" report at https://www.financialexecutives.org/Research/Publications/2024/FEI-Engage-Career-Pathway-ESG-Controller.aspx.Special Guest: Donna Teran-Krouse.2024-11-2520 minFEI Weekly PodcastChange is not a "nice to have" in ESG with ServiceNow's Mark SpinnerTo learn more, download the "FEI Engage Career Pathway: ESG Controller" report at https://www.financialexecutives.org/Research/Publications/2024/FEI-Engage-Career-Pathway-ESG-Controller.aspx.Special Guest: Mark Spinner.2024-11-1823 minFEI Weekly PodcastEpisode 155: Understanding the risk and building for the future with CBRE’s Scott Song and S&P’s Theshan GobleSustainability professionals Scott Song of CBRE and Theshan Goble of S&P Global join the FEI Weekly podcast to discuss the evolving ESG controller role, collaborative challenges within the enterprise and the journey toward value-driven sustainability reporting amid regulatory and political shifts.
Get the FEI Engage report on the ESG Controllership role.
Join FEISpecial Guests: Scott Song and Theshan Goble.2024-11-1136 minFEI Weekly PodcastESG Controllership and making something new with Mastercard's Tarynn ZenkFinancial Executives International was founded nearly a century ago as a community of like-minded professionals focused on developing the role of the financial controller. Today, the profession is going through another accelerated transformation with the development of the ESG controller role that requires new skills and metrics to match against stakeholder demands that are rapidly changing.
The Financial Education and Research Foundation, or FERF, is kicking off a series of conversations with ESG controllers and other thought leaders in the ESG finance space, focusing on how these leaders are adapting to the challenge.
These conversations...2024-09-2326 minFEI Weekly PodcastICONS: We all start in over our headsCFO of Mothers Against Drunk Driving (MADD) talks achievement and passion.Special Guest: Amber Kinney.2024-06-0516 minFEI Weekly PodcastICONS: Don't hide your mistakesJulie Bell Lindsay, CEO at the Center for Audit Quality, talks about embracing your mistakes instead of hiding them, adapting to change both personally and professionally, and being honest about what we know and don’t know. Special Guest: Julie Bell Lindsay.2024-05-2920 minFEI Weekly PodcastThe pipeline won't fix itselfGeof Brown, Illinois CPA Society’s president and CEO, discusses the latest CPA Pipeline Report, which investigates why more accounting majors and young professionals are skipping over becoming CPAs. Special Guest: Geoffrey Brown.2024-05-2220 minFEI Weekly PodcastICONS: The power of positive self-talkServiceNow's Danielle Fontaine talks about how to advance your career by recognizing your worth.Special Guest: Danielle Fontaine.2024-05-1518 minFEI Weekly PodcastICONS: Build your network before you need itNasdaq's Michelle Daly explores the power of having a strong network, before you need it. Special Guest: Michelle Daly.2024-05-0821 minFEI Weekly PodcastInspiring change through storytelling"Show Her the Money" explores the new acceleration of female founded funds looking to level the playing field. 2024-05-0121 minFEI Weekly PodcastICONS: The gift of flexibilityCatherine Hoovel, Corporate VP and CAO at McDonald's Corporation shares how important flexible and empowering sponsors are in our careers.Special Guest: Catherine Hoovel.2024-04-1714 minFEI Weekly PodcastICONS: Update your dreams as you goNicole Thorne Jenkins, John A. Griffin Dean of the McIntire School of Commerce at the University of Virginia, talks about navigating transitions and the importance of updating your goals as your career advances.Special Guest: Nicole Thorne Jenkins.2024-04-0316 minFEI Weekly PodcastThe skills no one can take from youPwC's Kathryn Kaminsky makes an argument for getting your CPA, discusses the value of travel, her work-life-choices, and more.Special Guest: Kathryn Kaminsky.2024-03-0636 minFEI Weekly PodcastFaster money, faster problemsAndrew Davies, global head of regulatory affairs at ComplyAdvantage is a veteran of the financial crime risk management world. We discuss everything from the biggest fraud and AML trends to the role of AI. Special Guest: Andrew Davies.2024-02-2122 minFEI Weekly PodcastHarnessing the power of conflictCFO of Twisted X Jeff Jones explains how "miscommunication resolution" can help you level up (personally and professionally).2024-01-3133 minFEI Weekly PodcastThe executive’s guide to trustworthinessExecutive & Board Coach Aimee Long explains what we get wrong about emotional intelligence and the steps we can take on our leadership journeys to improve trustworthiness.2024-01-2451 minFEI Weekly PodcastA new brand of ambitionAmbition doesn't look one way. Nike's Holly Grennan shares how following her passions has led to promotions, not the other way around.Special Guest: Holly Grennan.2024-01-0327 minFEI Weekly PodcastThe anatomy of an offerIn this final session from the FEI Engage Job Search Bootcamp, Human Resource Consultant Lauren Gainer shares how to break down a job offer and how to negotiate to get the best package possible. Special Guest: Lauren Gainer.2023-12-1336 minFEI Weekly PodcastInterview like a proMaureen Wilner, the founder and CEO of The Wilner Group. In this excerpt from the FEI Engage Job search bootcamp, Maureen shares her best tips for interviewing to put you in the best position for landing the job offer. Special Guest: Maureen Wilner.2023-12-0658 minFEI Weekly PodcastYour resume and LinkedIn profile need workTrust us, you’re probably making at least one of these LinkedIn profile and resume mistakes. From the FEI Engage Job Search Bootcamp, listen to personal branding expert Alyssa Gelabrd explain how to improve your resume and online presence.Special Guest: Alyssa Gelbard.2023-11-291h 03FEI Weekly PodcastThe encouraging, but not surprising, spread of AI in financial audits with KPMG’s Thomas MackenzieWe all know that AI will forever change the finance and accounting landscape, but how quickly is it happening and what are the actual benefits? In this episode, we speak with Thomas McKenzie, KPMG audit, US and global CTO about the speed of AI adoption and the critical areas where preparers need to catch up.Special Guest: Thomas Mackenzie.2023-11-2716 minFEI Weekly PodcastWeighing The Cost of SuccessSpecial Guest: Judy Wright.2023-11-0142 minFEI Weekly PodcastLooking past the paycheckTamara Sword is a Certified Public Accountant and ordained minister who works to bridge the worlds of finance and faith. With a passion for making a meaningful impact, she serves as both an employee and consultant, guiding churches, non-profits, and businesses towards success. Become an FEI Engage subscriber today.Special Guest: Tamara Sword.2023-10-1137 minFEI Weekly PodcastSustainability means new skills for a new generation of professionals with Jeff HalesFEI Engage – Financial Executives Internatinonal’s platform for the community of students and early career people in accounting finance – held three discussions during the summer for subscribers that were focused on the skills needed for newly minted professionals.
Today’s podcast is a recording of the first seminar held by FEI Engage’s Olivia Berkman with Jeffrey Hales – Executive Director of the Global Sustainability Leadership Institute at University of Texas at Austin – regarding how finance and accounting skills need to adapt to a world that demands new financial reporting skills.Special Guest: Jeffrey Hales, PhD.2023-09-1351 min
How I Got Here + Power SkillsA Special Announcement2023-09-0601 minHow I Got Here + Power SkillsEmbracing ESG: The Role of FinanceSpecial Guest: Jackie Klos.2023-08-1658 minHow I Got Here + Power SkillsImproving Transparency in Accounting and FinanceSpecial Guest: Wes Bricker.2023-08-0257 minHow I Got Here + Power SkillsThe Original Sin of Digital AssetsSenior Manager at KPMG US, Steve Frydrych, dives into accounting for digital assets: from smart contracts to staking. Can you really build an accounting career around it?Special Guest: Steve Frydrych.2023-07-1919 minHow I Got Here + Power SkillsHow One Mentor Changed Thalia Smith's Career ForeverDeloitte's Thalia Smith shares the story of a sponsor's commitment to challenging and empowering her on her career journey.Special Guest: Thalia Smith.2023-06-2134 minHow I Got Here + Power SkillsPower Skills: XBRLTechnology is changing finance. The key to successfully adapting to this change is understanding the language. In financial reporting, that language is built around XBRL or iXBRL.
Campbell Pryde, CEO at XBRL US discusses the different approaches to preparing XBRL documents and its impact on the future of the financial reporting profession.Special Guest: Campbell Pryde.2023-06-0757 minHow I Got Here + Power SkillsAdjusting the TableChief Accounting Officer and Corporate VP at Microsoft, Alice Jolla, shaes why a seat at the table isn't enough and how she has continued to grow her career at Microsoft.Special Guest: Alice Jolla.2023-05-241h 00How I Got Here + Power SkillsEmbracing ChatGPT in Finance and AccountingWith a decade of experience in Corporate Finance and Accounting, Josh Vernon founded the website Pop! Automation to give back to the online community. He provides consulting services to help companies leverage technology to improve their accounting processes. Josh and I talked about what ChatGPT can and can’t do when it comes to finance and accounting and the best resources for learning more. 2023-05-1022 minHow I Got Here + Power SkillsBlazing a Continuous Career Path in Accounting and FinanceListen to fellow accounting and finance professionals from different stages of their professional journeys as they discuss how they are mapping the future of their career and successfully taking on new challenges that keep them professionally challenged and excited about their new experiences and contributions to accounting and finance.Special Guests: Lauren Greer, Matt Berra, and Richard Steele.2023-05-0349 minHow I Got Here + Power SkillsThe Key Principles of Public SpeakingOwner, Coach, and Author Lisa Kleiman discusses the fundamentals of public speaking, perfecting your elevator pitch and the power of the pause.Special Guest: Lisa Kleiman.2023-04-2648 minHow I Got Here + Power SkillsThe Jungle Gym ApproachRegina Buckley, Chief Financial & Strategy Officer, Hearst Magazines talks about her her experiences in finance, strategy, and digital operations and navigating disruption in the media industry.Special Guest: Regina Buckley.2023-04-1242 minFEI Weekly PodcastBeyoncé Has an AccountantMentorship in finance and accounting is more important than ever as the economy and job market changes. That’s one of the reasons Financial Executives International is launching a new mentorship platform as part of FEI Engage.
In this episode of the podcast we listen to some of the most relevant discussions that FEI’s Olivia Berman had last year as part of FEI Engage’s How I Got Here series.
In order of appearance, you will hear highlights from Oliva’s conversations with Edua Dickerson and Kevin McBride of ServiceNow, followed by Wes Bricker of PwC and Tali...2023-02-1431 minHow I Got Here + Power SkillsThe Art of StorytellingSpecial Guest: Sue Hohenleitner .2022-08-1718 minHow I Got Here + Power SkillsAcclimating to Office Culture in a Remote SettingSpecial Guest: Jenaya Allsop.2022-08-1741 minHow I Got Here + Power SkillsServiceNow's Edua DickersonSpecial Guest: Edua Dickerson.2022-08-1647 minHow I Got Here + Power SkillsThe MetaverseSpecial Guest: Dijam Panigrahi .2022-08-1630 minHow I Got Here + Power SkillsDefining Your Leadership StyleSpecial Guest: Dr. Stefanie Mockler.2022-08-1636 minHow I Got Here + Power SkillsPayPal's Aaron AndersonSpecial Guest: Aaron Anderson.2022-06-0751 minHow I Got Here + Power SkillsPower Skills: Landing the JobSpecial Guest: Alyssa Gelbard.2022-05-021h 01How I Got Here + Power SkillsPower Skills: Finding the Right MentorSpecial Guest: Alan Oppenheimer.2022-05-0254 minHow I Got Here + Power SkillsJudson Center's Lenora Hardy-FosterSpecial Guest: Lenora Hardy-Foster.2022-05-0254 minHow I Got Here + Power SkillsJohnson & Johnson’s Stephen RiveraWelcome FEI Engage subscribers!
My name is Olivia Berkman and this episode is a conversation with Steve Rivera Vice President, Global Technical Accounting Advisory Services & Policy at Johnson & Johnson. Steve talks about his battle with cancer, balancing family and work, and authenticity.Special Guest: Stephen Rivera.2022-03-021h 01How I Got Here + Power SkillsNABA'S Herschel FriersonWelcome FEI Engage subscribers!
My name is Olivia Berkman and this episode is a conversation with Herschel Frierson, Strategic Networks Leader at Crowe and Chairman of the National Association of Black Accountants (NABA). Herschel talks about the benefits of joining associations early in your career, accounting’s diversity problem, and how to address the ‘Great Resignation.’Special Guest: Herschel Frierson.2022-03-0255 minHow I Got Here + Power SkillsWells Fargo's Muneera CarrWelcome FEI Engage subscribers!
My name is Olivia Berkman and this episode is a conversation with Muneera Carr, Executive Vice President, Chief Accounting Officer, and Controller, Wells Fargo & Company. Muneera discusses how she has advanced her career while raising young children, her time with the SEC, and what she loves most about the world of banking. Please enjoy the conversation.Special Guest: Muneera Carr.2022-01-0356 minHow I Got Here + Power SkillsFinance & Accounting Consultant Liesl NebelWelcome FEI Engage subscribers!
My name is Olivia Berkman and this episode is a conversation with Finance and Accounting consultant Liesl Nebel. Liesl has worked at a wide range of companies, including Nike, Intel, and Schoolhouse electric. Most recently, she’s been consulting, which really works for her and her family. We talk about navigating career transitions, the perks of consulting, and feeling comfortable being uncomfortable. Please enjoy the conversation.Special Guest: Liesl Nebel.2021-12-081h 04FEI Weekly PodcastGaining Inclusivity, Battling Isolation: Crowe Quarterly InsightChris Mitchell has been with Crowe for six years, serving as a consulting principal within the technology, media, and telecommunications services group prior to this appointment at the firm’s first Chief Diversity Officer. As CDO, Mitchell is responsible for driving a programmatic agenda to support a culture of inclusion in line with the firm’s vision and strategy.
In this conversation, we talk with Chris about his experiences moving up in the accounting/audit/consulting industry and his hopes for making sure diversity is represented in its ranks.
**_The information in this podcast is not – and is...2021-12-0124 min
Balance SheetA Special AnnouncementBalance Sheet is being reimagined as an FEI Engage subscriber exclusive. This season, I’ll be replaying my live How I Got Here interviews. I’ve spoken with leaders at Google, Intel, Cisco and more on topics ranging from parenting to career transitions to coming out to colleagues.
To subscribe to FEI Engage, visit financialexecutives.org/FEI-Engage or email me at feiengage@financialexecutives.org.2021-10-1901 minHow I Got Here + Power SkillsThe Kraft Heinz Company's Yang XuWelcome FEI Engage subscribers! My name is Olivia Berkman and this episode is a conversation with Yang Xu. Yang is with The Kraft Heinz Company and in this conversation she discusses the value of appreciation, continuous learning, and her journey from rural China to an elite French business school.Special Guest: Yang Xu.2021-10-1956 minHow I Got Here + Power SkillsEY's Orlan BostonWelcome FEI Engage subscribers! My name is Olivia Berkman and this episode is a conversation with EY’s Orlan Boston, recorded on National Coming Out Day, October 11, 2021. Orlan discusses the experience of coming out to colleagues, how to be an ally to the LGBTQ+ community, and his involvement with The Trevor Project. Please enjoy the conversation. Special Guest: Orlan Boston.2021-10-1957 minHow I Got Here + Power SkillsCisco's Prat BhattWelcome FEI Engage subscribers! My name is Olivia Berkman and this episode is a conversation with Cisco’s Prat Bhatt. Pratt discusses risk taking, not staying in your "lane", and how to join a board of directors.Special Guest: Prat Bhatt.2021-10-1958 minHow I Got Here + Power SkillsVenture Global LNG’s Sarah BlakeWelcome FEI Engage subscribers! My name is Olivia Berkman and this episode is a conversation with Venture Global LNG’s Sarah Blake. Sarah discusses how she kept her team connected through COVID-19, managing family, and the power of stepping outside your comfort zone.Special Guest: Sarah Blake.2021-10-1956 minHow I Got Here + Power SkillsGoogle's Amie ThuenerWelcome FEI Engage subscribers! My name is Olivia Berkman and this episode is a conversation with Google VP and CAO Amie Thuener. Amie shares her path to Google, her time at the FASB and the lessons she learned along the way. Please enjoy the conversation.Special Guest: Amie Thuener.2021-10-1957 minHow I Got Here + Power SkillsServiceNow's Kevin McBrideWelcome FEI Engage subscribers! My name is Olivia Berkman and today’s episode is a conversation with Kevin McBride. Since recording this episode and after over 20 years at Intel, Kevin has accepted a new position at ServiceNow. Kevin begins his role as senior vice president, corporate controller, and chief accounting officer in November of 2021. Please enjoy the conversation. Special Guest: Kevin McBride.2021-10-1958 minBalance Sheet“My Boss Doesn’t Like Me”Cam Marston, a leading expert on the impact of generational change and its impact on the workplace and marketplace, breaks down each generation, how they were parented, how they parent, and how they show up in the workplace.Special Guest: Cam Marston.2021-07-0838 minBalance SheetThe Next Generation of Finance LeadersIn this episode I spoke with the incredibly dynamic Kimberly Ellison-Taylor. Kimberly is the CEO of the consulting firm KET Solutions and the first black chairman of the AICPA. She’s a sought-after keynote speaker and was named one of Accounting Today's Top 100 Most Influential People in Accounting and CPA Practice Advisor's 25 Most Powerful Women in Accounting.
We talked about the power of storytelling, the pressure finance professionals are under today and the connection between increasing diversity and technology. Special Guest: Kimberly Ellison-Taylor.2021-06-2437 minBalance SheetEmployer-Sponsored Childcare for the Mothers of the FutureLaura Dribin is the CEO and founder of Peritius Consulting, Inc., a premier niche consulting firm specializing exclusively in Outcome Management. She coaches women on career development and has written extensively about gender equality in the workforce.Special Guest: Laura Dribin .2021-06-1021 minBalance SheetWhat It Means to Be an AllyI’m throwing it back this week to an episode I recorded last June with Stefanie Mockler.
Since we recorded this episode, Dr. Mockler completed her PhD and was promoted to Practice Leader of Leadership Development Solutions. Special Guest: Stefanie Mockler.2021-05-2732 minBalance SheetThe Balance MythIn this episode I spoke with Founder & President of Peak Consulting Group and author of The Work-Life Balance Myth: Rethinking Your Optimal Balance for Success Dave McNeff. We talk about why Millennials aren’t taking any time to just simply think and how thinking time has given the leaders he coaches the ability to prepare for the next set of challenges. He walks me through his “Seven-Slice Method” and what he calls the rules of engagement for high performing teams.Special Guest: Dave McNeff.2021-05-1335 minBalance SheetEmbracing an “Ownership Culture” and a Willingness to FailHow do you get managers to start thinking and acting like business owners?
In this episode I interviewed Greg Milano, the founder and CEO of Fortuna Advisors. Greg is a recognized industry thought leader in strategic resource allocation and in creating an ownership culture, which we’ll learn all about in this conversation. He is also the author of the book Curing Corporate Short-Termism, Future Growth vs Current Earnings.
Greg and I discussed the obstacles to ownership culture (many of which are self-imposed), faulty management processes, incentives and compensation, and the problem with always measuring against la...2021-04-2921 minBalance SheetESG for BeginnersWith the SEC’s recent creation of a Climate and ESG Task Force, you may be hearing the acronym even more than usual. But what exactly is ESG and why should you care? As you’ll learn in this episode, ESG stands for Environmental, Social, and Corporate Governance and it’s only increasing in its importance to customers, investors and employers. Special Guest: Leahruth Jemilo.2021-04-1526 minBalance SheetHow Employers Can Meet Gen Z Where They AreSay what you will about Gen z, they now comprise the entire traditional- age undergraduate college demographic. This means that employers will do everything they can to better understand this age group. Companies want and need to get inside the minds of Gen Z current and future employees and Gen Z consumers. What better place to start than with their educators? In this episode I spoke with Jeff Wilks and Brian Voigt, both of BYU, about everything from Zoom fatigue to virtual interview skills and what this generation is looking for from their future employers. As part of this...2021-04-0148 minBalance SheetAre You Listening to Your Employees?One silver lining of the COVID-19 crisis is the way companies have been forced to reexamine their approached to diversity, equity and inclusion. And many of the best-in-class employee experience strategies boil down to a pretty simple concept: listen to your employees.
In this bonus episode, which is a recording of a live Q&A I did on rethinking work-life integration, Global Talent Business Leader Suzanne McAndrew and I explore how the COVID-19 crisis has forever changed the dialogue around DE&I, productivity, and mental health.Special Guest: Suzanne McAndrew.2021-03-1846 minBalance SheetTenants Need to Have a Good StoryWith the rollout of COVID-19 vaccines, the idea of returning to the office is becoming more of a reality. But it also raises questions. Will we be safe? How should we navigate lease negotiations? What will the office of the future look like?
These are just a few of the questions we tackled in this episode, which is a recording of a live Q&A I did on rethinking the office.Special Guests: Alan Jovinelly and Jim Paterno.2021-03-1131 minBalance Sheet“If I Don’t See One, I Will Be One”In honor of Black History Month and the powerful women of color who are inspiring others to dream big, I’d like to share my conversation with a truly remarkable woman.
Noel Abdur-Rahim is an Assurance Partner with PwC, focusing mostly on auditing public companies in the industrial manufacturing industry. Noel has over 15 years of experience serving clients in various sectors including large consumer and industrial products, utility, retail, higher education and multinational organizations and she is also on the board of the National Association of Black Accountants (or NABA). Special Guest: Noel Abdur-Rahim.2021-02-2538 minBalance SheetWhat Makes a Great CEO?In this episode I had the privilege to interview Dr. Paul Winum, a Senior Partner at leadership consulting firm RHR, co-author of the book Inside CEO Succession: The Essential Guide to Leadership Transition and long-time family friend.
Become a member of FEI today.Special Guest: Paul Winum.2021-02-1127 minBalance SheetResiliency and the Gift of ChallengeBrenda Zamzow has faced enormous hurdles in her personal and professional life, any one of which might defeat a person. But for Brenda, current Chief Financial & Administrative Officer for the Girl Scouts of Greater Los Angeles, the hardships served as wake up calls and inspiration. Her positivity is infectious and her “don’t sweat the small stuff” attitude is incredibly important during these trying times. Special Guest: Brenda Zamzow.2021-01-2918 minBalance SheetThe Leadership Lesson That Got Me Through ItThough no one could have predicted a global pandemic, certain companies have ridden the wave of disruption surprisingly well. So what differentiates these companies from those that succumbed to layoffs, bankruptcy and failures of leadership?
In this episode, I spoke with five senior-level financial executives about challenges they faced in their careers that helped to prepare them to successfully navigate the extreme disruption of COVID-19.Special Guests: Adrian Brown, Carl J Lukach, Ron Zoromski, Scott Brickner, and Tania Zieja.2021-01-1513 minBalance SheetEpisode 15: It's Time to Reinvent the CalendarAs we all adapt to our new normals, one thing that might still feel out of reach is focus. How can we jump from parent mode or homeschool mode into work mode and back again?
According to executive coach Angelo Valenti, the secret is right in front of us: our calendars.
In this episode, Angelo gives great advice about returning to the office and shares techniques to help us feel more accomplished and happy working from home.
This will be the final episode of season 1 of Balance Sheet.Special Guest: Angelo Valenti.2020-09-1820 minFEI Weekly PodcastEpisode 36: Racial Justice Is a Movement, Not a MomentAs part of our FEI Forward Thinking series, we're speaking with 4 different senior-level financial executives about navigating such challenging times.
We discuss how remote work has helped Calvin gain the trust of his team and how we can turn this time of increased attention to racial injustice into a movement, not just a moment. Special Guest: Calvin Harris.Sponsored By:Robert Half International/Protiviti2020-09-0751 minBalance SheetEpisode 14: How to Be an Effective MentorAvec O’Brien is a Senior Finance Executive, Servant Leader and Board Director. She’s the current President of the Detroit chapter of FEI and served as Director on the National Board of ALPFA, the Association of Latino Professionals for America.
In this episode, Avec and I talked about the power of mentorship, the challenges of raising teenage sons and life as a Latina woman in accounting. Avec’s mentors have had a huge influence on her leadership style and I hope this conversation inspires you to seek out mentorship or become a mentor.
Check out the Eq...2020-09-0444 minBalance SheetEpisode 13: “I Want More People That Look Like Me In The Profession”: Part 2Part 2 in my series with Herschel Frierson, managing director in the consulting group at Crowe and current Chair of the Board of Directors of NABA, the National Association of Black Accountants.Special Guest: Herschel Frierson.2020-08-2137 minBalance SheetEpisode 12: Working Parents Need More SupportOne silver lining of COVID-19 is that we’re opening up to each other about the struggle of juggling jobs, kids, parents, pets and a lot more. This juggling act isn’t new, but it’s new for a lot of us to be discussing it with our colleagues so honestly.
In this episode, I spoke Liz Gulliver, the cofounder of Kunik. Kunik is on the forefront of developing actionable, practical solutions for parents throughout this crisis and beyond. Special Guest: Liz Gulliver.2020-08-1427 minBalance SheetEpisode 11: Racial Justice Is a Movement, Not a MomentAs part of our FEI Forward Thinking series, we're speaking with 4 different senior-level financial executives about navigating such challenging times.
Sign up for the last in the series: Four Challenges, Four Leaders - Going on Offense.
We discuss how remote work has helped Calvin gain the trust of his team and how we can turn this time of increased attention to racial injustice into a movement, not just a moment. Special Guest: Calvin Harris.Sponsored By:Robert Half/Protiviti2020-07-2450 minBalance SheetEpisode 10: Balance is BSAs I continue interviewing experts and leaders I’ve been slowly coming to an interesting realization: balance is kind of BS. Most of the ideas we have about balance, anyway.
My guest Luke Iorio explains why scheduling and productivity hacks are actually preventing us from reaching the real goal of fulfillment. Special Guest: Luke Iorio.2020-07-1024 minBalance SheetEpisode 9: How AI is Changing FertilityDr. Mylene Yao has over 20 years of experience in clinical and scientific research in reproductive medicine. Prior to founding Univfy, she was on the faculty at Stanford University, where she led fertility and embryo genetics research and developed the Univfy technology with the academic founding team.
Mylene's podcast recommendation: Malcolm Gladwell's Revisionist HistorySpecial Guest: Mylene Yao.2020-06-2635 minBalance SheetEpisode 8: “I Want More People That Look Like Me In The Profession”: Part 1Herschel Frierson is a managing director in the consulting group at Crowe LLP and soon to be Chair of the Board of Directors of NABA, the National Association of Black Accountants.
As you’ll hear, Herschel has done a tremendous amount of work to bring young black people to the accounting profession. We talked about the practices in accounting and finance that lead to a lack of diversity, the importance of mentorship, and the conversations he’s having with his daughter in the midst of global protests.
We all know that we have a lot to learn and...2020-06-1237 minBalance SheetEpisode 7: What It Means to Be an AllyStefanie Mockler is a leadership consultant, coach and organizational psychologist with Vantage Leadership Consulting. She’s the founder of The Female Leader’s Edge and also a TEDx and South by Southwest speaker.
I spoke with Stefanie about allyship and how it differs from mentorship or sponsorship, topics I’ve worked hard to explore and educate myself on since I entered the workforce.
Stefanie's favorite podcasts: Unlocking Us with Brené Brown
Women at WorkSpecial Guest: Stefanie Mockler.2020-06-0431 minBalance SheetEpisode 6: A Staff Psychologist on How to Deal With Fear and AnxietyMichael Seaver helps leaders find clarity, confidence, and happiness. In this episode, Michael gives his best advice for those of us struggling with fear and anxiety and why, as a coach, he had to learn to meet people where they are.Special Guest: Michael Seaver.2020-05-2130 minBalance SheetEpisode 5: A CEO’s Guide to Crisis LeadershipA thoughtful discussion on how meditation, routine, and compassion are helping FEI's CEO lead the organization through the pandemic.Special Guest: Andrej Suskavcevic.2020-05-0728 minBalance SheetEpisode 4: Connecting at a Social DistanceIn a world without the all-important “facetime”, how you manage your professional connections and grow/expand your network from a distance has taken on new urgency.Special Guest: Alyssa Gelbard.2020-04-2426 minBalance SheetEpisode 3: Career Transitions in Today's WorldFinding a job in the current market upended by COVID-19 will require financial executives to be determined and thoughtful. This episode gives you some the tools needed to start the search.
Paul's favorite podcast: Future Proof, #92: Don’t panic: Coronavirus questions for your business, employees, and clients | with Jennifer Elder.Special Guest: Paul McDonald.2020-04-0934 minBalance SheetEpisode 2: When Life Overtakes The Work-Life BalanceIn this episode I spoke with Amy Leschke-Kahle, Vice President of Performance Acceleration at The Marcus Buckingham Company, an ADP Company. Amy collaborates with clients to transform engagement, performance and leadership development based on the unique culture of each organization.
Amy and I talked about how to deal with distractions while working from home, like the stress we’re all feeling as we watch the news and (in my case) a 6 month old baby.
We also talked about some of the lessons leaders can take away from managing a remote workforce, along with the tools that can he...2020-03-2738 minBalance SheetEpisode 1: Humor, Patience and Living Through CoronavirusSpecial Guest: Tim Blount.2020-03-1325 minFEI Weekly PodcastEpisode 26: Project Management For Financial ExecutivesAntonio Nieto-Rodriguez details the competencies required to transform and thrive in the new digital and project-driven economy.Special Guest: Antonio Nieto-Rodriguez.2019-07-2716 minFEI Weekly PodcastEpisode 23: A Guide to ICFR by Preparers, for PreparersFEI’s Committee on Corporate Reporting (CCR) recently release two ICFR: Insights, Issues, and Practices documents that address internal control considerations for preparers’ adoption of both the new leases standard and the new current expected credit loss (CECL) standard.
FEI’s Managing Editor of FEI Daily Olivia Berkman spoke with Laura Phillips, Google - Director, Finance Compliance; CCR ICFR Working Group Leader, Matt Janzaruk, Procter & Gamble - Director, Finance & Accounting; CCR ICFR Leases Pilot Team Leader, and Craig Schmidt, Wells Fargo - Governance and Oversight Leader; CCR ICFR CECL Pilot Team Leader about what preparers can learn from t...2018-11-1818 minFEI Weekly PodcastEpisode 21: Career Check: A Discussion with CFO Recruiter Samuel DergelFEI Daily Managing Editor Olivia Berkman speaks with Samuel Dergel, a search consultant assisting companies with their C-suite and executive talent needs across the United States and Canada
Dergel will discuss trends he sees as companies search for CFOs, controllers, and CAOs in addition to how members looking to transition into board seats can best position their resumes.Special Guest: Samuel Dergel .2018-09-2525 minFEI Weekly PodcastEpisode 15: RPA Is Becoming Finance’s New NormHow and where to leverage those technologies – and the knock on effect it has on finance staff and productivity – is the subject of a white paper that the Financial Executives Research Foundation is currently working towards publishing.
In this episode of the Financial Executive Podcast, FEI Daily Managing Editor Olivia Berkman speaks with Dave Sackett, Senior Director of Finance & Administration at ULVAC Technologies and member of Financial Executive International’s Committee on Finance and Information Technology about his use if RPA and where he thinks it’s taking his company and the industry.Special Guest: Dave Sac...2018-07-0108 minFEI Weekly PodcastEpisode 16: Technology Is Changing Everything In The Finance Suite: 2018 Benchmarking the Finance Function PreviewFEI Daily Managing Editor Oliva Berkman and Rober Half's Paul McDonald discuss how the latest survey of 1,700 financial executives reveals how digital transformation emergedas a critical business focus.
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Special Guest: Paul McDonald.2018-06-2615 minFEI Weekly PodcastEpisode 13: Career Strategies for Financial Executives in 2018The war for talent isn't cooling down anytime soon, especially when it comes to the financial suite. Companies are finding unique ways of attracting job seekers and seeking candidates with a particular set of technical and soft skills who will also fit in with the company culture. Carrie Wentling, FEI's Director of Member Services, helps FEI members in staffing permanent employees and in their transitions between roles. We spoke with Carrie about what we can expect in the battle for financial talent in the new year.Special Guest: Carrie Wentling.2018-02-1110 minFEI Weekly PodcastEpisode 11: Harassment, Toxic Workplaces and the Role of LeadersSpecial Guest: Stefanie Johnson.2017-10-2915 minFEI Weekly PodcastEpisode 10: The Critical Difference Between Cybersecurity and Cyber ResilienceFinancial Executives International Managing Editor Olivia Berkman discusses cyber resilience with Paul Nicholas, Senior Director, Global Security Strategy and Diplomacy at Microsoft.Special Guest: Paul Nicholas.2017-10-1512 minFEI Weekly PodcastEpisode 9: Where Will the Next Generation of Financial Executives Come From?Companies are struggling to attract experienced hires from public accounting firms. This is particularly concerning as companies adjust to all of the accounting-rule changes in the U.S.
In this podcast, we speak with Ajit Kambil, Global Research Director of the Deloitte CFO Program, and Charles Holley, Retired CFO of Walmart and CFO-in-Residence of the Deloitte CFO Program on hiring strategies, the effects of automation, and developing accounting talent.Special Guests: Ajit Kambil and Charles Holley.2017-09-2421 min