Journal Of Accountancy podcast

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Action Academy | Replace The Job You Hate With A Life You Love

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Ready to replace your 6-figure salary with real freedom? This is the podcast for high earners who feel stuck in jobs they’ve outgrown. If you’re asking, “How do I actually replace $10K–$20K/month so I can quit and never look back?” — welcome home. At Action Academy, we teach you how to buy small businesses and commercial real estate to create cash flow that actually replaces your job. Monday through Friday, you’ll learn from 7–9 figure entrepreneurs, real estate moguls, and acquisition pros who’ve done it — and show you how to do it too. Hosted by Brian Luebben (@brianluebben), who quit his 6-figure sales role in 2022 to build a global business while traveling the world. If you're a high-income earner ready to become a high-impact entrepreneur, this show is your playbook. Subscribe now and start your path to freedom — or keep pretending your job will get better someday....

Journal of Accountancy Podcast

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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.

431 episoder

#Business News #Business #News #Tax #Accounting #Finance #AICPA CIMA #Financialreport

Journal of Accountancy Podcast

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The Journal of Accountancy podcast discusses the key issues facing the accounting profession.

431 episoder

#Business News #Business #News #Tax #Accounting #Finance #AICPA CIMA #Financialreport

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Overcoming ‘the creep’ that puts our dreams and goals on hold 19:02

för 13 hours sedan19:02

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Author, speaker, and presidential pickup game basketball player Ben Nemtin makes a return visit to the Journal of Accountancy podcast. Four years after his first appearance , he’s focused these days on the impact of purpose on longevity, well-being, and employee engagement. As the keynote speaker June 9 at AICPA & CIMA ENGAGE 25 , Nemtin will share about the road trip with friends he took nearly 20 years ago that spawned a book, a reality show, and the accomplishment of so many lofty goals. In this episode, Nemtin updates listeners on the status of his bucket list and explains why taking just 15 minutes to focus on one goal can be beneficial. Note: Early-bird registration for ENGAGE ends Thursday. What you’ll learn from this episode: · A refresher on the concept of The Buried Life. · Nemtin’s focus on “energy-driven living.” · Addressing the notion that it’s selfish to focus on personal well-being. · The value of connecting to purpose – for individuals and organizations. · Three ways to maintain accountability when it comes to setting and reaching goals.…

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An overlooked growth opportunity: Uncertainty 10:25

för 6 dagar sedan10:25

10:25

Very few people will be imprisoned the way Sam Goodwin was — for nine weeks in a harrowing situation six years ago. Goodwin says we can all be “held hostage” by any number of things and that our response to life’s challenges is what sets us apart. Goodwin, an author and tech startup founder, will deliver the keynote address June 16 at the AICPA & CIMA Not-for-Profit Industry Conference in National Harbor, Md. Learn more about Goodwin’s message and story in the latest episode of the Journal of Accountancy podcast. What you’ll learn from this episode: · Goodwin’s “Winning Through Uncertainty” theme for the June keynote address. · The worldwide travel quest that landed him in a hostage situation in Syria. · Goodwin’s explanation about feeling a sense of “survivor’s responsibility.” · His work overseas in the technology and not-for-profit sectors. The reason Goodwin says “uncertainty is a horrible thing to waste.”…

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The new CPA Exam: Year-one trends and tips for success 24:39

för 13 dagar sedan24:39

24:39

As the demands on modern CPAs change, so also does the CPA Exam. Updates in the design and focus of the CPA Exam have been in effect for about a year now, and two AICPA experts joined the Journal of Accountancy podcast to discuss the changes, address misconceptions, and offer reminders on best practices. Any preparation for the CPA Exam should include a look at the CPA Exam Blueprints , according to Joe Maslott, CPA, director–Examinations. Mike Decker, vice president–CPA Exam and Pipeline offers insights into the changes and reminds candidates that the CPA Exam should be respected but not feared. What you’ll learn from this episode: · Maslott’s review of why the CPA Exam was redesigned for the start of 2024. · Decker’s comments on misconceptions about the new exam. · The “relief valves” now offered for CPA candidates in exam timeframes. · Best practices and strategies for approaching the new sections of the exam. · Why pass rates are expected to rise.…

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The uncomfortable work of leadership 18:47

för 20 dagar sedan18:47

18:47

Half a life ago, Michael Brody-Waite didn’t think he was going to make it to his 25th birthday. Today, he’s an author, entrepreneur, and leadership coach preparing to deliver the keynote address at the AICPA & CIMA Employee Benefit Plans Conference in May. In the address, he will share details of a leadership framework — using his experience as an addict in recovery as a backdrop. Three principles of the framework relate to authenticity, the ability to let go, and the importance of uncomfortable work. What you’ll learn from this episode: Why he says that most leaders are “addicted to doing.” The three principles of “addictive leadership.” The reasons, according to Brody-Waite, that those principles relate well to the accounting profession. Some of the excuses he made and others he blamed for his substance abuse. Why the advice “don’t be scared” should be avoided. The delegation lessons that can be taken from the principle of “surrendering the outcome.” Why uncomfortable work is different than hard work or difficult work. Brody-Waite’s message to conference attendees.…

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Tax legislation, audit oversight, and other AICPA advocacy focus areas 17:16

för 27 dagar sedan17:16

17:16

No matter who’s in charge, regulation, legislation, and education remain front and center when it comes to advocacy efforts in Washington, according to Mark Peterson, AICPA & CIMA executive vice president–Advocacy. Also important is understanding how to navigate a new administration’s priorities. In this episode of the Journal of Accountancy podcast, Peterson details some of the focus areas of the White House and Congress – tax legislation, an emphasis on government efficiency, and a change in regulatory approach. What you’ll learn from this episode: · Peterson’s overview of AICPA advocacy in Washington. · Why “navigate” is an important word for Peterson. · What has been normal and not normal in the change of presidential administrations. · Peterson’s assessment of the potential path for tax legislation. · The “very different environment” related to regulation of public companies. · Advice for members in dealing with D.C. uncertainty.…

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Tips for driving change and driving out drama 16:59

för 5 weeks sedan16:59

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Alex Dorr speaks to audiences and organizations all over about ditching the drama and getting more productivity and engagement from employees and more overall value for companies. His session at Digital CPA in Denver in December 2024 focused on many of those same principles and was tailored to modern accounting firms. On the Journal of Accountancy podcast, Dorr, vice president at Reality-Based Leadership, explained more about how readiness for change can lead to a better work reality for employees and managers alike. What you’ll learn from this episode: · Dorr’s reflection on whether he was a “high-drama” college basketball player. · Why the examination of an employee’s or team’s value should include an assessment of “readiness for what’s next.” · The “juicy” question Dorr answered about speaking to accounting groups. · The importance of validating someone’s experience in the workplace before addressing ways to make it better.…

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JofA-branded podcast: Critical conversations about business transition planning 38:25

för 5 weeks sedan38:25

38:25

In this Journal of Accountancy -branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

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Financial tracing: Show me the money 21:43

för 6 weeks sedan21:43

21:43

David Zweighaft, CPA/CFF, is a co-author of this quarter’s Eye on Fraud report, focused on financial tracing. Zweighaft joined the Journal of Accountancy podcast to discuss details in the report and share stories from his more than 30 years of experience in the field of forensic accounting. The discussion delves into particulars of the quarterly report and mentions an infamous municipal fraud case , which was one topic mentioned in a 2023 JofA podcast episode . Resources n FVS Section home page n CFF credential information page n Eye on Fraud report for the first quarter of 2025 n Understanding the Forensic Technology Landscape What you’ll learn from this episode: · Zweighaft’s definition of financial tracing. · Why human skills such as interviewing can be differentiators even as technology speeds up some tasks. · Some of the core accounting and auditing skills that apply to financial tracing. · The difference between direct and indirect financial tracing. · Details of the United States v. Melissa King case, a focus of the Eye on Fraud article Zweighaft co-wrote. · The value of hearing other professionals’ stories in financial tracing.…

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Explaining stablecoin risks and the need for reporting criteria 17:50

för 7 weeks sedan17:50

17:50

On March 5, the AICPA published a comprehensive set of criteria for reporting on the digital assets known as stablecoins. The criteria are designed to address “the need for consistency, transparency, and trust in the stablecoin environment.” Jay Schulman, CPA, is a principal at RSM, and he’s focused, in his job and his role on AICPA committees, on digital assets. In this episode of the Journal of Accountancy podcast, Schulman explains areas of focus for the AICPA’s Digital Assets Working Group and the group’s attestation subcommittee. That work includes the stablecoin criteria. Resources: n Accounting for and Auditing of Digital Assets (practice aid) n Blockchain Universal Glossary n Stablecoin Reporting and Assurance landing page What you’ll learn from this episode: · Schulman’s explanation of the difference between bitcoin and stablecoins. · The reasons that an AICPA committee and subcommittee on attestation are focused on stablecoins. · Examples that remind Schulman of how different generations view money. · Why Schulman refers to the criteria as “transparency-oriented.” · The resources Schulman recommends related to stablecoins and the priorities of the Digital Assets Working Group.…

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Breaking down the reasons for a decline in economic sentiment 7:54

för 7 weeks sedan7:54

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For several reasons, including persistent inflation and concern about the effects of tariffs, CPA decision-makers in business and industry are less optimistic this quarter about the U.S. and global economy and their own businesses. That’s according to the Economic Outlook Survey released on Thursday. On Friday, Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, joined the Journal of Accountancy podcast to analyze the survey’s latest results. In the fourth quarter of 2024 , Witt said, the likelihood of less regulation was one reason for an increase in sentiment. But much of that November enthusiasm has been tempered. What you’ll learn from this episode: · The top challenge for CPA decision-makers’ businesses (it’s not a surprise). · The difference in expansion plans based on company size. · The percentage of respondents who expect tariffs to have a negative effect on their organizations. · What finance executives project related to hiring in the coming 12 months.…

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Leading change: The CFO agenda, International Women’s Day 28:22

för 8 weeks sedan28:22

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The AICPA & CIMA CFO Conference begins April 23 in La Quinta, Calif. The co-chairs of the conference planning committee joined the Journal of Accountancy podcast to discuss top-of-mind issues for finance leaders and to preview the agenda for the in-person event. Ted Delgado, CPA, CGMA, and Summer Redmon, CPA, finance executives themselves, shared what they learn from attending the conference each year and explained the ways that the pace of change has affected the CFO role. Also, Lisa Simpson, CPA, CGMA, AICPA & CIMA’s vice president–Firm Services, joined the show to discuss International Women’s Day, which this year is on Saturday. Resources: n CFO Conference registration information and agenda . n Podcast conversations in September and January with not-for-profit CFO Janice Stucke, CPA. What you’ll learn from this episode: · The value of self-awareness and servant leadership for CFOs. · Redmon’s explanation of a former boss referring to herself as “CFO-plus.” · Delgado’s summary of a session on navigating business slowdowns. · Highlights of other topics and panel discussions at the conference. · The importance of International Women’s Day to one AICPA & CIMA leader.…

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Want to be CEO of a CAS practice? 9:58

för 9 weeks sedan9:58

9:58

Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA Leadership Academy , calling the experience “life-changing.” Chmura also found value in being part of a panel of guest editors for the May 2017 issue of the JofA . What you’ll learn from this episode: · The focus on metrics — identification and evaluation of effectiveness. · How the CAS advice and themes apply to her role at Withum. · The link between satisfied advisory clients and happy employees. · Identifying which KPIs are truly key to success. · Chmura’s surprise about being asked to be a JofA guest editor in 2017. · More on her advice about identifying personal KPIs.…

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Defining the office in 2025: Shifting models of where work gets done 15:57

för 10 weeks sedan15:57

15:57

Jennifer Wilson, the CEO of ConvergenceCoaching LLC, co-presented a session at Digital CPA in Denver that addressed talent and leadership differences in remote and hybrid work environments. In this podcast episode, Wilson, who also served as the independent facilitator for the National Pipeline Advisory Group’s (NPAG’s) work in addressing the accounting talent shortage, discussed some of the differing points of view that managers and employees have about remote work. She also emphasized the importance of telling a better story about accounting — one of NPAG’s recommended strategies for rebuilding the pipeline. Also in this episode is a mention of two recent news articles that affect CPAs. First is the news of beneficial ownership information (BOI) reporting requirements being in effect again after a court order. Second, the JofA reported on cuts in the IRS workforce . What you’ll learn from this episode: · The “consternation and angst” in discussions about in-office vs. hybrid or remote work. · Why Wilson said that managers shouldn’t use the word “back” when talking about where work gets done. · Who bears responsibility for an individual employee’s learning and skill development. · The key to unifying teams in an era of dispersed workforces. · Wilson’s hope for the profession in the coming year. · A recap of recent JofA news articles about BOI reporting and the IRS.…

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AICPA & CIMA CEO about accounting: 'The opportunities are endless' 18:54

för 10 weeks sedan18:54

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Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part conversation. In part one , published Thursday, Koziel discussed wanting to hear from members about their challenges and success stories. In part two, he talks about how accountants can work with artificial intelligence tools, why he initially was interested in pursuing work with the FBI, and the value he sees in a hybrid work environment for some firms. Koziel has invited members to send email to AskMark@aicpa-cima.com and "tell me how the Association can help you, your career, and the profession." What you’ll learn from this episode: · The career-related questions Koziel used to ask fellow CPA firm partners. · One aspect of Koziel’s preparation to become an accountant that he would have changed. · The key things he learned as an employee of the grocery store Wegmans. · What he says to students considering a career in accounting. · More on how client advisory services have “erupted” over the years.…

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3 things to know about AICPA & CIMA’s new CEO 20:52

för 11 weeks sedan20:52

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Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this interview. Koziel also invited members to send email to AskMark@aicpa-cima.com and “tell me how the Association can help you, your career, and the profession.” Related links: n The news of Koziel’s hiring , succeeding Barry Melancon as CEO. n Melancon’s words about Koziel in a December podcast conversation. n Koziel’s previous JofA podcast appearance , as part of a 2022 episode when he was the CEO of Allinial Global. What you’ll learn from this episode: · Three facts for members to know about Koziel, in his words. · What he sees as the profession’s strengths and opportunities. · Why he calls accounting pipeline concerns “not a U.S.-only problem.” · Koziel’s “listening tour” with members and his request for feedback. · More about his ideas for creating communities within the global membership of AICPA & CIMA. · Koziel’s thoughts on the evolution of the profession. · The important distinction between outsourcing and offshoring. · A look ahead to part two of the conversation.…

Journal of Accountancy Podcast

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Keys to building winning teams at work 18:23

för 12 weeks sedan18:23

18:23

Chris Dyer, whose recent book details seven pillars of corporate culture, joined the Journal of Accountancy podcast from the Future of Finance Summit in San Diego to explain some of the ways companies can get culture right — and the ways they get it wrong. For instance, Dyer said that a common approach of individuals and organizations, after a strengths and weaknesses assessment, is to think about the areas where their performance is mediocre. “They want to … start with the ones they’re OK with,” Dyer said. “I say go after the one where you’re terrible, and you fix that, and your people all of a sudden get excited.” Also, get insight, in the form of a quick-hitting sound clip to close the episode, on how high-level thinking serves a CPA who played in the NFL . What you’ll learn from this episode: · Why Dyer got into the exploration of team and corporate culture. · Dyer’s assertion that building company culture is more science than art. · The value of saying “yes” more often — and strategies to pull it off. · Why he says it’s not valuable for companies and individuals to focus on improving their “so-so” skills. · A recap of the JofA Q&A with an NFL player turned CPA, just in time for the Super Bowl.…

Journal of Accountancy Podcast

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'A big tax year': What practitioners need to know now 16:22

för 13 weeks sedan16:22

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It’s not even five weeks into 2025, and already there’s a bevy of news affecting tax practitioners. Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the Journal of Accountancy podcast amid all the tumult to update listeners on several fronts. Lauridsen discussed the latest on beneficial ownership information (BOI) reporting and the Supreme Court, how IRS service might be affected by various executive orders, and what aspects of a new tax bill or bills are being followed closely by the AICPA. One bit of related news happened Thursday, one day after recording. The Senate Finance Committee released a discussion draft , the bipartisan Taxpayer Assistance and Service Act, which includes provisions the AICPA strongly supports. Resources: Melanie Lauridsen on LinkedIn The AICPA’s BOI resource center JofA coverage of the IRS rescinding some job offers What you'll learn from this episode: A recap of court cases related to beneficial ownership information reporting requirements. The potential effects of an IRS hiring freeze on tax filing season. The role that retirements could play in future IRS service. Details of the AICPA’s interest in proposed Circular 230 regulations. Why tax legislation this year could come in pieces instead of in one bill.…

Journal of Accountancy Podcast

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The CFO who ran her own race but didn’t run (or swim or bike) alone 13:11

för 14 weeks sedan13:11

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On LinkedIn, the congratulatory messages poured in for Janice Stucke, CPA, after she completed an Ironman triathlon in October. Those messages all had named authors — her LinkedIn contacts. One message, from a still unknown author, attached to her bike on race day, continues to resonate with Stucke, the CFO of CREW Network. In an earlier podcast episode , Stucke detailed her nontraditional path to becoming a CPA and, later, a CFO. In this conversation, Stucke recaps the obstacles she faced in the race, how problem-solving skills played a role in her crossing the finish line, and why she is thankful for a group of friends she first met at the Future of Finance Summit. What you’ll learn from this episode: · A recap of Stucke’s “exhilarating” day completing the triathlon. · The reason Stucke felt nauseous during the run segment — and strategies she tried to overcome the feeling. · The message that inspired Stucke — one that an unknown person put on her bike. · The meaningful support of a group of finance leaders Stucke first met at the Future of Finance Summit. · How completing the race helps in her role as a CFO. · What her next big goal might be and why technology implementations will be prioritized this year. · Why Stucke enjoys being around others who set audacious goals.…

Journal of Accountancy Podcast

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Risk resolutions for 2025: Remember to put your No. 1 client first 15:07

för 15 weeks sedan15:07

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Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA ’s Professional Liability Spotlight column and the guest on this week’s episode of the JofA podcast. Ference shares several risk management maxims that have resonated with her – ones that are the focus of the January column, Risk Management Mantras to Add to Your Daily Practice . In addition, Ference details the topics in some previous Professional Liabillity Spotlights: n October: 10 Tips to Help Avoid Wire Fraud Scams . n November: Missed Due Dates: Diligence and The Lurking Danger . n December: How to Not Lose Sleep Over NOCLAR . What you’ll learn from this episode: · Some of the risk management mantras that stand out to Ference. · The difference between being friendly and objective with clients. · The answer CPAs should give to the question “Who’s your most important client?” · Why Ference says that being a natural helper can get in the way of a firm’s best interests. · Explanation of the mantras “trust your gut” and “take the high road.” · Highlights of other recent JofA Professional Liability Spotlight columns.…

Journal of Accountancy Podcast

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Hiring best practices: How to succeed in a competitive labor market 16:51

för 16 weeks sedan16:51

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What’s the future of fully in-office work? What’s the hiring outlook for finance and accounting roles in 2025? Steve Saah, the executive director of the finance and accounting permanent placement practice at Robert Half, tackles those and other questions in this episode of the Journal of Accountancy podcast, recorded in December in San Diego. Saah discusses how companies have to walk a fine line when it comes to requiring in-office minimum hours or days – and how that tightrope can affect the pay they offer new employees. The episode is the first of 2025 and the second from the Future of Finance Summit. In the first summit-focused episode, four CPA leaders looked back on what they learned and ahead to their expectations for 2025. What you’ll learn from this episode: · Saah’s assessment of the future of fully in-office work. · The tie-in between required time in an office and recruiting new hires. · How the amount of time agreed upon to spend in the office could affect a new hire’s pay. · Is the annual employee review a thing of the past? · The hiring outlook for finance and accounting professionals and the in-demand skills for those roles.…

Journal of Accountancy Podcast

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Seeing the future: 4 CPA leaders look ahead to 2025 29:01

för 19 weeks sedan29:01

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Last week in San Diego, a group of 165 finance leaders convened for the fourth Future of Finance Summit. This JofA podcast episode is a compilation of takeaways from the event and a look at key areas of focus for leaders in 2025. It is the first of several Future of Finance recordings. The speakers for this episode are: n Tom Hood, CPA/CITP, CGMA, AICPA & CIMA's executive vice president–Business Growth & Engagement n Kimberly Ellison-Taylor, CPA, CGMA, the CEO of KET Solutions and former AICPA chair n Becca Shane, CPA, CGMA, the CFO of Blue Marlin Ventures n Okorie Ramsey, CPA, CGMA, vice president–Sarbanes Oxley at Kaiser Permanente and former AICPA and Association of International Certified Professional Accountants chair What you’ll learn from this episode: · More about Tom Hood's summation that the event "leveled up." · The top priorities of finance leaders, based on polling last week at the Future of Finance Summit. · Why Kimberly Ellison-Taylor says she’s looking forward to “clarity” in 2025. · Why the phrase “feed forward” and an emphasis on positivity resonated with CFO Becca Shane. · Okorie Ramsey's focus on the talent pipeline and relevance. · His explanation of the profession’s need to “tell a better story.”…

Journal of Accountancy Podcast

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Farewell Q&A as CEO: Melancon talks retirement, passion for profession 14:27

för 20 weeks sedan14:27

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It’s no secret anymore: Barry Melancon, CPA, CGMA, is retiring as CEO of AICPA & CIMA. He was first named CEO of the AICPA nearly 30 years ago, and he leaves the now global organization with a legacy of change . His last official day is Dec. 31, and Mark Koziel , CPA, CGMA, is his successor. In this episode of the JofA podcast, recorded earlier this week at Digital CPA in Denver, Melancon explains why he’s not counting down the days of his tenure, why there likely will be more recreation in his future, and why he expects he will “still wake up every day and think about the profession.” What you’ll learn from this episode: · Why Melancon hasn’t been counting the days until his tenure as CEO ends. · His “stellar” assessment of how he will transition into retirement. · His relationship over the years with incoming CEO Mark Koziel, CPA, CGMA. · The “unsettled” nature of the world and how accountants can help. · Why Melancon prioritized the profession and the members before thinking of the organization. · The “humbling” messages he has received.…

Journal of Accountancy Podcast

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A change in optimism about the US economy 7:24

för 21 weeks sedan7:24

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The potential for less regulation is one factor driving optimism among CPA decision-makers in a quarterly survey, according to Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development. Witt joined the JofA podcast to discuss fourth-quarter results of the Business and Industry Economic Outlook Survey — statistics that were dramatically different from the third quarter . The executives are mostly optimistic about the domestic economy in 2025. They also have a brighter outlook as it relates to their own organizations, although that increase since the third quarter was more muted. What you’ll learn from this episode: A breakdown of the quarter-over-quarter change in optimism. What challenge returned to its familiar top spot in this quarter’s survey. The reasons that optimists and pessimists feel the way they do, according to Witt’s analysis. The hiring outlook for 2025.…

Journal of Accountancy Podcast

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2025 tax preview: Perspective from an AICPA tax policy advocate 18:22

för 23 weeks sedan18:22

18:22

Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, reflected on how election results might inform future tax legislation and why any change in administration and tax policy can make it more difficult for practitioners seeking clarity. Lauridsen also discussed advocacy related to beneficial ownership information (BOI) reporting and what might change related to IRS funding, the corporate tax rate, and more in this episode of the Journal of Accountancy podcast. What you’ll learn from this episode: · An update on AICPA advocacy related to BOI reporting relief. · Why Lauridsen expects any changes to the expiring provisions of the Tax Cuts and Jobs Act (TCJA) to be “hybrid” — as opposed to all TCJA provisions becoming permanent. · Discussion about the future of the deduction limit for state and local taxes, aka the SALT cap. · The fate of IRS funding from the Inflation Reduction Act — and why a “rebalance” might be possible. · Lauridsen’s summation that 2025 “is a huge tax year.”…

Journal of Accountancy Podcast

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Future leaders, be advised: ‘What got you here … won’t get you there’ 17:04

för 24 weeks sedan17:04

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Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, understands why accounting skills are often ranked outside the top five of key skills in informal polling of finance audiences. “It’s not because they're less important, but because the other skills are more important,” Hood said. The core requirements remain, but the ability to adapt and add new skills has grown in importance with the pace of transformation accelerating. In this episode of the JofA podcast, Hood expands on some recent themes of his travels and what he looks forward to from the Future of Finance Summit in December. What you’ll learn from this episode: · Why mindset is more important in transformation than the toolset of technology. · Details of a recent report about skills from the Pennsylvania Institute of CPAs. · The skills that rank ahead of the “table stakes” of technical accounting skills. · Why it’s important to “grab these new skills.” · The new way that Future of Finance Summit attendees will get a summary of the event.…

Journal of Accountancy Podcast

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Driving better savings discipline and loving the work you do 15:39

för 25 weeks sedan15:39

15:39

Stig Nybo is not afraid to admit that he’s made mistakes. He’s also happy to have been part of a movement that improved the thinking around retirement savings. Nybo, a keynote speaker at the Employee Benefit Plans Accounting, Auditing, and Regulatory Update , a Dec. 4-5 virtual event, co-wrote the book Transform Tomorrow: Awakening The Super Saver in Pursuit of Retirement Readiness . In this episode of the JofA podcast, Nybo talks about finding passion at work, why attempts to fix things can lead to breaking other things, and the “entire ecosystem” that’s aiming to drive better retirement-savings habits. What you’ll learn from this episode: · The circumstances that led to Nybo co-authoring a book emphasizing saving for retirement. · The 2019 JofA podcast guest that Nybo interviewed for his book. · Why his message is about more than saving, creating retirement plans, or auditing such plans. · Why he agrees with the words of Mark Twain when it comes to career choice. · The issues Nybo and others aimed to fix related to retirement saving – and what got “broken” in that process.…

Journal of Accountancy Podcast

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How auditors can demystify transformative technology 16:02

för 26 weeks sedan16:02

16:02

Digital disruption is everywhere, including in the practice of internal audit. An audit leader joined the JofA podcast recently to discuss how technology can be harnessed instead of feared or resisted. Anthony Pugliese, CPA/CITP, CGMA, president and CEO of The Institute of Internal Auditors (IIA), said it is understandable for fast-moving technology to be daunting. But such technology presents opportunities as well as risks. One tie-in is the new tools’ ability to attract the next generation of talent for auditing. In this episode, Pugliese reviews recent IIA research, reminds auditors about the importance of curiosity, and discusses some of the misconceptions facing the profession. What you’ll learn from this episode: · Highlights of recent research by The IIA about top risks. · Some of the “misconceptions” about internal auditing, according to Pugliese. · How the “slow trek” of blockchain integration into processes differs from today’s tech implementations. · The “most golden thing” auditors can do. · A reminder of the timeline for adoption of international auditing standards.…

Journal of Accountancy Podcast

1
Advice for future CFOs: One communication skill that sets you apart 16:42

för 27 weeks sedan16:42

16:42

Scott Simmons is co-managing partner at the firm Crist Kolder Associates. In more than two decades handling executive searches for clients, he’s seen the qualifications for the CFO role change dramatically. The pressure on CFOs to deliver value has also grown. While some skills remain constant, of course, so do the paths to landing a CFO role. In this JofA podcast episode, Simmons takes listeners through some of the recent statistics in the firm’s annual Volatility Report, discussing the importance of escaping one’s comfort zone and developing new skills to be in line for a job as finance chief. What you’ll learn from this episode: The number of CFOs at larger companies who have Big Four accounting backgrounds. The companies and C-suite positions Crist Kolder tracks in its annual Volatility Report How candidates can develop CFO skills without first becoming a CFO. Why an investor relations rotation should be something aspiring CFOs “jump” to accept. The major college athletics conference that has produced the most CFOs in companies tracked in by Volatility Report.…

Journal of Accountancy Podcast

1
Analysis, clarity, and a quiz: A preview of the National Tax Conference 16:04

för 28 weeks sedan16:04

16:04

In less than four weeks, IRS officials and tax practitioners will gather in Washington for the AICPA & CIMA National Tax Conference . The event begins six days after Election Day, when it’s possible there will be clarity about election results and about the future of tax legislation. On this episode of the podcast, two speakers closely tied to the conference explain what it will offer attendees, detailing agenda specifics. April Walker, CPA, CGMA, is lead manager–Tax Practice & Ethics at AICPA & CIMA, and Brandon Lagarde, CPA, J.D., LL.M., is chair of the event’s planning committee. Walker hosts the Tax Section Odyssey podcast . Also, a new AICPA & CIMA CEO was named Wednesday. That news is mentioned at the start of the episode. What you’ll learn from this episode: · What Lagarde and Walker look forward to about this year’s conference. · The potential for learning more during the conference about the future of the Tax Cuts and Jobs Act. · The reasons Lagarde called the event “the most important conference” for tax practitioners. · A look ahead to a session on transforming tax practices to include year-round advisory services. · The topics in a quiz-focused session on tax ethics. · Why Lagarde says attendees shouldn’t worry about attending one concurrent session over another.…

Journal of Accountancy Podcast

1
The value of connection: Reflections of an advocate for women 15:30

för 30 weeks sedan15:30

15:30

Alicia Antonetti-Tricker, a principal at Crowe LLP, remembers a time when she saw very few women in leadership roles in the accounting profession. Whether barriers were real or perceived, she said, “there were barriers for women advancing in the profession.” Today, that’s changing, and events such as the AICPA & CIMA Women’s Global Leadership Summit , which is in November in Bellevue, Wash., have helped to continue the momentum for women ascending to accounting leadership roles. In this podcast episode, Antonetti-Tricker discussed highlights of a session she took part in last year, one she says typifies the summit’s agenda . She also touched on some of the initiatives Crowe has put in place and why finding advocates and allies is important for women to continue to advance to leadership roles. What you’ll learn from this episode: · What stuck out to Crowe’s Alicia Antonetti-Tricker about meetings nearly 30 years ago. · The value of powerful connections in helping to grow the number of women in leadership roles in the profession. · A look back at a session that is typical of the AICPA & CIMA Women’s Global Leadership Summit . · A by-the-numbers look at progress made related to women in leadership positions. · Why Antonetti-Tricker keeps coming back to the summit.…

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Journal of Accountancy Podcast

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