Steven A. Menges (AICPA & CIMA, CPA.com New York) presents this special compilation of interviews from CPA.com's new "Modernising Your Practice" audio and content series. There's plenty of international relevance in this in-depth collection of best practices from the US accounting profession. Ellen Goria, (Associate Director – Global Professional Ethics at the AICPA’s Professional Ethics Division) discusses the hot topic of firms offering technology services in addition to audit and other as...
Dec 04, 2019•50 min•Season 1Ep. 88
"Now we've enabled literally every human ... to automate any process... to allow them and their company to thrive even more than before". (#87). Automation Anywhere co-founder Neeti Shukla talks to AICPA & CIMA's Kyle Hannan about the state of RPA today. She outlines how a Digital Workforce Platform helps people to improve the quality of lives by bringing automation into their working lives, rather than by replacing them. Neeti also discusses the concept of "Everyday Automation" and what it ...
Nov 27, 2019•31 min•Season 1Ep. 87
"If you have those emotional competencies - then you are far more likely to have great competitive advantage and be successful". (#86) Leadership coach Jackie Fitzgerald talks to AICPA & CIMA's Peter Simons about the most vital quality of ‘adaptability’. When businesses need to be Agile for the digital age, personal adaptability is a great place to start. She shares what "emotional capital" is, why it's important, and how it can boost personal career development as well as business prospects...
Nov 20, 2019•26 min•Season 1Ep. 86
"What's the connection between the Roman Empire, the Oscars, bubble gum and The Bible?" (#85). A special, bite-sized episode looking back at why November 10th is International Accounting Day. WE DISCUSS: * Why is this date so important? * How did the profession develop since ancient times to what it is today? * Who was Luca Pacioli and why is he often called 'The Father of Accounting"? RESOURCES * Read about Pacioli's work on Wikipedia . * Discover Dr. Martin Farrar's brief history of accounting...
Nov 13, 2019•8 min•Season 1Ep. 85
"The decision is made, the risks are weighed, and outcome HAPPENS. And you pivot or die." (#84) Chicago-based David Jarczyk is Principal in KPMG LLP’s Tax Innovation group and the firm’s Tax Blockchain Leader, focusing on bridging the gap between technology/big data and business cases/user needs. He shares insights on his innovative work to foster and scale startup mindsets that can drive change right across large enterprises. We also hear how this model can be used for more than just Blockchain...
Nov 06, 2019•48 min•Season 1Ep. 84
"It has SO many economic benefits... by establishing those relationships and being authentic." GBD83. Business Valuation expert and AICPA Hall of Famer Kevin Yeanoplos shares some honest and revealing perspectives as we continue our focus on Cybersecurity Awareness Month 2019. He outlines how building better person-to-person connections and authenticity in client-relations can make a company worth more, and how getting comfortable with discomfort might actually be a good thing. In his decades of...
Oct 30, 2019•41 min•Season 1Ep. 83
"We (accountants) really ARE in a unique position to become business partners within this new business model." GBD82 Kelly Mattaroci is a C-Suite professional financial executive with over 20 years’ experience. A CPA and a CGMA, she's passionate about revolutionising companies’ business models using artificial intelligence; input to output; for real-time information resulting in better business decisions. She tells AICPA and CIMA's Kyle Hannan about where AI can serve as the foundation for bette...
Oct 23, 2019•49 min•Season 1Ep. 82
"It's not only what each customer is telling you, it's what ALL customers are telling you". GBD81 We continue our focus on data and privacy for US and EU Cybersecurity Awareness Month (October 2019). This episode gives the inside track on getting real financial value from a better understanding of insights contained in the data that most people consider in a negative way. Marcia Tal outlines how to use Artificial Intelligence and Machine Learning to reveal unexpected opportunities in customer co...
Oct 16, 2019•55 min•Season 1Ep. 81
It's not just a fluffy "nice to have", it is a MUST-have business fundamental. GBD80 A special Friday Focus episode to mark World Mental Health Day 2019. Katie Demain of iOpener has been referred to as Africa's foremost practitioner in The Science of Happiness At Work. She discusses how p ositive leadership styles can help teams to do better because their people feel better, and because their leaders lead better. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what woul...
Oct 11, 2019•38 min•Season 1Ep. 80
The challenge is that most organisations don't know what data they have or where it is. GBD79 Continuing our cybersecurity theme, Aaron Weller, Strategy VP for Sentinel LLC, give us the inside track on data-privacy and cybersecurity. GDPR, CCPA, privacy cultures, and about how ethical companies attract better people, which means more customers are reassured to stay. VISIT THE AICPA CYBERSECURITY RESOURCE CENTRE. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would...
Oct 09, 2019•53 min•Season 1Ep. 79
"You can look at cloud solutions as a smorgasbord. For each feature that you implement, you have to understand the risk AND the benefit of each of these decisions." GBD78 October is Cybersecurity Awareness Month in the USA and Cybersecurity Month in the EU. That's why we're focusing this month's episodes on data-defence, privacy and effective protection against online attacks. Starting us off, an in-depth look at the benefits of moving one's business to the cloud. L. Martin Capuder of Florida-ba...
Oct 02, 2019•56 min•Season 1Ep. 78
One thing that your industry should not worry about is time. There is no such thing as ‘too long’ in podcasting. Just ‘too boring’. GBD77 September is International Podcast Month, and Monday 30th is Podcast Day. In this special 'Digital Mindsets' episode, AICPA & CIMA's Sonia Rothwell explores the essentials skills and techniques that helped our guests become successful podcasters in the accounting and finance space. We hear about how it's helped their businesses, their careers and their pro...
Sep 25, 2019•1 hr 17 min•Season 1Ep. 77
This was one of the technologies where the guidance we have is really not up to speed in the way that the technology has been moving and evolving. GBD76 Jagruti Solanki has spent more than a decade at Atlanta-based Aprio, a leading CPA firm with a growing global clientele. An assurance partner specialising in technology and blockchain, she tells Mballa Mendouga (AICPA & CIMA, Durham, NC) about 'smart' contracts, internal controls of digital assets, and how to use blockchain for proper financ...
Sep 18, 2019•27 min•Season 1Ep. 76
"This application in the insurance field is ABSOLUTELY going to have an impact on ...individuals and firms working in accounting and finance." GBD75 Dr. Stein Smith is a returning guest on this podcast. He's authored several blockchain courses for the AICPA and gives us the inside track on what Blockchain means – and the opportunities it offers – to those working in or alongside the insurance industry. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like ...
Sep 11, 2019•46 min•Season 1Ep. 75
"It's so imperative that we are deliberate in how we communicate, that we think about it and NOT just take things at face value." We're all connected but how do we 'get through' to people better? What's the difference between miscommunication, missed communication and mismatched communication? Why's it important to talk to someone the way THEY need to be talked to, rather than the way WE want to be talked to? Returning guest Julie Holunga tells AICPA & CIMA's newest podcast presenter Scott K...
Sep 04, 2019•42 min•Season 1Ep. 74
How do you actually APPLY what Maslow tells us, that helps us rise towards the top of the pyramid and live more satisfied lives? GBD73 What REALLY Motivates Today’s Professionals and Tomorrow’s Leaders? Our guest has been researching leadership and motivation for the last twenty years and has turned this into several books. This research also powers the presentations she gives to business leaders, finance and accounting professionals at conferences across the world. While interviewing world-clas...
Aug 28, 2019•1 hr 13 min•Season 1Ep. 73
Whatever it is that most people think is networking - this "noisy events" and "what's in it for me?" - was NOT it! GBD72 What is networking and what makes it work for everyone involved? Jennifer Gardner talks to teacher, coach, consultant and writer Heather Hollick. Based in Michigan, Heather works with ambitious professionals in the areas of networking careers, high performing teams and leadership development. She shares a wealth of practical tips for better career-building from her recent book...
Aug 21, 2019•29 min•Season 1Ep. 72
"What are the skills that they need to remain competitive and stay relevant to their customers? And it's not only the soft skills but it's also the digital skills. The other point here is about TRUST." GBD71. Digital Health Futurist Maneesh Juneja's career spans nearly 20 years working with data to improve decision-making across several industries. In this conversation with AICPA & CIMA's Samantha Watson, he explores the convergence of emerging technologies to see how they can make the world...
Aug 14, 2019•34 min•Season 1Ep. 71
"Put yourself first. It's not selfish. It's the best thing you can do as a LEADER". GBD70 After our guest's powerful presentation at AICPA ENGAGE 2019 in Las Vegas, we knew we had to share her passion and perspective here on the podcast. Texas-based Sarah Elliott is an influential CPA and business owner who has her heart set on giving other CPAs and women business owners in her region "permission to play". She talks about how we should do more than just manage our time: we should start managing ...
Aug 07, 2019•46 min•Season 1Ep. 70
"Management Accountants are perfectly placed to bring collaboration from siloed parts of a business, get them talking to each other, and move innovation forward." GBD69 War historian and Management Accounting expert Dr Martin Farrar is described as a maven, polymath and broker of information, learning lessons from the past and present to inform all our futures. To commemorate the centenary of CIMA (the Chartered Institute of Management Accountants), Martin researched and authored a revealing boo...
Jul 31, 2019•37 min•Season 1Ep. 69
"Imagine being THAT type of accountant or bookkeeper. How often do you think they would be trying to replace you?...because the relationship is so solid!" GBD68. Director of the Financial Gym, author and speaker Georgette Rowland Osborne, is a former financial sector IT outsourcing contract-manager who specialised in working with leading UK financial institutions. Now author of the book “Firmer Figures, Fess Up or Mess Up”, she reveals how today's finance professionals can develop the skills of ...
Jul 24, 2019•44 min•Season 1Ep. 68
"Too many accounting & financial firms think that their solution is what the customer wants. People don't buy what you do, they buy what you do does for THEM!" GBD67. Our guest's work on marketing and growth strategy has been widely published and acted upon by thousands of businesses and agencies, from BlackBerry to Barclays, from Nando's to AirBus. Robert Craven has presented to Google and several other leading global brands, and that's why we sat down with him to explore the "Value-Percept...
Jul 17, 2019•45 min•Season 1Ep. 67
"One of the things we do is teach people that they need to use what they have, and that is ENOUGH...before you get up to do give a speech or a talk, or deliver a message to someone." GBD66: Human Intelligence. Jennifer Gardner talks to improv facilitator, speaker and founder of BraveSpace, Kristy West. 1 in 4 people are terrified of speaking in public, sometimes rating it their 2nd biggest fear (next to death). Recognising that improv is about more than just 'stand up' comedy, Kristy's focus is ...
Jul 10, 2019•24 min•Season 1Ep. 66
"We use the podcast to help bring stories of technology to the profession, how people are using them...and what those opportunities look like." GBD65. This special 5-guest "Origins" episode marks our first anniversary as the latest AICPA & CIMA ENGAGE 2019 conference concludes in Las Vegas. Because our podcast launched at the last conference almost exactly a year ago, this is the perfect opportunity for a special episode to mark the first anniversary of our series. So we've done something ex...
Jul 03, 2019•28 min•Season 1Ep. 65
"Things are being constantly created...so it's very exciting to be not only in the finance area but in the data area." GBD64. Rich Fox is Vice-President of Data Science and Analytics for Apex Parks Group, one of the USA's largest amusement park operators. Kyle Hannan (AICPA & CIMA, London, UK) talks to this 20-year analytics industry veteran and experienced thought leader, discussing how finance professionals can combine data, information, insights, action & results to improve businesses...
Jun 26, 2019•35 min•Season 1Ep. 64
"It's important to learn how to say 'no' if you want to thrive...You need to be able to focus on what's essential to YOU and block out all the noise". GBD63 In this Human Intelligence-focused episode, returning guest Regan Walsh shares more insights from her work as an executive and life coach. She talks to Jennifer Gardner (AICPA & CIMA, USA) about the professional benefits of one of the shortest words in the English language. Understanding and using 'no' can sound like putting yourself fir...
Jun 19, 2019•19 min•Season 1Ep. 63
"First figure out the 'why', not from a organisational perspective but 'why' for a particular business process, and THEN figure out what technology - if any - will be needed to transform and automate that." GBD62 . Waqqas Mahmood leads Advanced Technology & Intelligent Automation at Baker Tilly Virchow Krause, LLP. He tells Kyle Hannan (AICPA & CIMA, UK) about the basic jargon of RPA and AI, why you should understand the tech before you put it all together, and how to identify the goals ...
Jun 12, 2019•30 min•Season 1Ep. 62
"It's about that human connection, and HOW they are offering their advice in a way that's relevant, topical and timely to their clients". GBD61. Peter Brill is MD of Netmentor (a content marketing consultancy based in Bristol. He’s also a former Director of NWN Blue Squared, specialist accountants to the music and creative industries. He talks to Kyle Hannan (AICPA & CIMA, London) about using context to power a business' social media content, outlining practical new ways that today’s profess...
Jun 05, 2019•46 min•Season 1Ep. 61
"People are going to look more to accountants from a SOFTWARE point of view, in how they communicate and in how their taxes are managed". GBD60. Kate Watson, CEO of CMLW Consulting, joins us from Northeastern England. She talks to Kymberley McAdam (AICPA & CIMA, London, UK) about tech perspectives on GDPR and wider data privacy, cloud accounting, and the importance of effective communication in an increasingly automated profession. She shares some useful and practical suggestions about how f...
May 29, 2019•18 min•Season 1Ep. 60
"Data Science can help companies optimise how they're carrying out their business... to give the company a much clearer picture of what's valuable and what's problematic". GBD59. Elaine McVey directs the decision science function at TransLoc, a rapidly growing mobility technology company based in the Eastern USA. She tells Jennifer Gardner (AICPA & CIMA, Durham, USA) how business and finance leaders can collaborate with data scientists to tackle real-world business issues. They explore some ...
May 22, 2019•20 min•Season 1Ep. 59
