Journal of Accountancy Podcast
381 episodes - English - Latest episode: 13 days ago - ★★★★ - 67 ratingsThe Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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Episodes
‘Go before you’re ready’: Advice for leaders in all walks of life
April 18, 2024 19:21 - 25 minutes - 35.9 MBTo Jen Croneberger, it’s easy for many in society to spend a lot of time planning to do big things but not always carrying out those plans. Taking an “if/then response approach” to life prevents accomplishing big goals, and so Croneberger advises people to take big leaps, even if they’re uncertain about having a safety net. That’s one of several leadership concepts discussed on this JofA podcast episode. Croneberger, an author and consultant, is the keynote speaker June 17 at the AICPA & ...
Comfort in the uncomfortable: One-on-one meeting strategies that work
April 11, 2024 18:57 - 13 minutes - 19.4 MBIn the first part of a two-part podcast discussion, Hamza Khan detailed how he was affected by a severe case of burnout about 10 years ago. In this episode, Khan, an author and keynote speaker, shares more about his battle with burnout today. Khan explained some of the reasons burnout can affect women in particular and shared some of the knowledge gleaned from attending two AICPA & CIMA Women’s Global Leadership Summits. He also discussed why having relatively few one-on-one meetings w...
Working 9 to 9: One expert’s experience with severe burnout
April 04, 2024 19:14 - 17 minutes - 24.3 MBHamza Khan believes the four-day workweek to be “an inevitability.” It is the sort of workplace trend that could help to diminish burnout, which is the main topic of this JofA podcast episode with Khan, an author and entrepreneur. This episode is the first of a two-part conversation with Khan, who has given keynote presentations at several AICPA & CIMA events, including the Global Women’s Leadership Summit and the CFO Conference. Khan spoke last year on the JofA podcast about the dif...
How to best tackle technology and the talent pipeline
March 28, 2024 18:26 - 16 minutes - 23.2 MBTom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, together as the Association of International Certified Professional Accountants, has his finger on the pulse of the profession. He’s traveled all over, talking to everyone from corporate CFOs to newly minted accountants and accounting apprentices, and he’s sharing some of the insights gained from those discussions on this episode of the JofA podcast. Hood, who has been in his current role f...
The reasons economic sentiment about the coming year is on the rise
March 21, 2024 14:37 - 10 minutes - 15.2 MBKen Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why finance decision-makers in the first-quarter Business & Industry Economic Outlook Survey are more optimistic now compared with the end of 2023. Witt summarizes the survey results, including CPA decision-makers’ expectations for revenue and profit increases and the top challenges facing them and their businesses. What you’ll learn from this epi...
The CFO agenda: Hybrid work, cybersecurity, career development and more
March 15, 2024 16:14 - 14 minutes - 8.99 MBThe AICPA & CIMA CFO Conference begins April 24 in Charleston, S.C. Sandy Sloyer, CPA, CGMA, and Misty Geer, CPA, CGMA are long-time members of the conference planning committee, and they joined the JofA podcast to discuss how priorities have changes for finance leaders over the past few years — and how the conference agenda has been adapted as a result. Here’s a link to the list of conference sessions. What you’ll learn from this episode: · Attendance options for the ...
Clearing up BOI confusion and other tax advocacy updates
March 14, 2024 18:35 - 14 minutes - 20.7 MBMelanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, returns as a guest on the JofA podcast to update listeners on the focus areas of tax advocacy. Her team is paying close attention to employee retention credit claims, beneficial ownership information (BOI) reporting requirements, and IRS contingency plans in the event of a government shutdown. Resources: January advocacy conversation with Lauridsen on the JofA podcast JofA coverage of the federal c...
Why are there fewer accountants? What the research says
March 07, 2024 20:25 - 21 minutes - 29.8 MBThe factors contributing to a decline in the accounting talent pool are many, and so are the strategies to address the issue. In this podcast episode, Sue Coffey, CPA, CGMA, AICPA & CIMA’s CEO–Public Accounting, explains what early research has shown about why students are showing less interest in accounting. She also details the steps that multiple entities, including the National Pipeline Advisory Group (NPAG), are taking to grow the pipeline. In the interview, Coffey discusses CPA l...
Bubble trouble: How leaders can identify and escape their biases
February 29, 2024 17:43 - 13 minutes - 18.3 MBWassia Kamon, CPA, was a featured speaker at the Future of Finance Summit in Orlando late last year, and she joined the JofA podcast from the event to discuss how leaders can overcome their own biases to be more inclusive. Kamon, vice president of finance at the Low Income Investment Fund in Atlanta, points out that with social media and other commonly used applications, it’s very easy for us to choose our own news, friends, and interest areas — or have algorithms choose the focus a...
JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’
February 22, 2024 21:14 - 31 minutes - 44.2 MBBring together three of the top experts in the accounting technology space, and you’re bound to learn something (often, many things) new. That’s been the premise of the JofA Accounting Technology Roundtable since 2011. It held true again in 2024. After discussing artificial intelligence and automation in Part 1 of the roundtable, published Wednesday, the three panelists — Automata Practice Development’s Wesley Hartman, IntrapriseTechKnowlogies’ Donny Shimamoto, CPA/CITP, CGMA, and Boomer...
Tech roundtable: AI and automation go way beyond ChatGPT
February 21, 2024 20:43 - 22 minutes - 31.2 MBChatGPT generates most of the headlines, but it’s only a small part of the big picture when it comes to artificial intelligence (AI) in the accounting profession. What is the wider view on AI for accounting firms and finance departments, and how does it all relate to automation making life better for CPAs? Find out from three of the top accounting technology experts in the latest episode of the JofA podcast. Gathered for the JofA’s annual Accounting Technology Roundtable, the panelists —...
What it’s like to be a finance apprentice
February 15, 2024 19:54 - 13 minutes - 18.3 MBDarryl Bonner of Connecticut-based Liberty Bank is part of a pioneering finance apprenticeship program. He’s in the midst of a rotation through several departments at the bank, and he’s taking steps to receive the CGMA designation as well. Bonner is one of the first apprentices in the AICPA’s Professional Apprenticeship for Finance Business Partners program, which in 2022 was approved by the U.S. Department of Labor. On this podcast episode, Bonner discusses why he was drawn to Libe...
Why accounting deserves STEM status, and how you can help
February 08, 2024 20:45 - 16 minutes - 23.2 MBThe practice of accounting is increasingly tied to technology, the T in the acronym STEM (science, technology, engineering, math). That tie-in is one reason the AICPA is advocating for accounting to be federally recognized as a STEM education field. Two AICPA leaders join this episode of the JofA podcast to discuss the STEM topic: Jan Taylor, CPA, CGMA, academic in residence and senior director–Academic & Student Engagement, and Lauren Pfingstag-Vahey, director–Congressional & Political A...
Super Bowl CFO Q&A: AI, risk management, enjoying the moment
February 06, 2024 18:40 - 25 minutes - 35.8 MBDan Crumb, CPA (inactive), CGMA, is a repeat guest on the JofA podcast, because, as CFO and executive vice president of the Kansas City Chiefs, his team is back in the Super Bowl for the second year in a row and the fourth time in five seasons. It’s a run he’d like to see continue and one that has presented the franchise with expanded revenue opportunities. In this episode, Crumb discusses the NFL’s first online-only playoff game, how the team’s finance function uses artificial intellige...
Explaining the role of ARSC and its decision tree
February 01, 2024 20:36 - 14 minutes - 20.5 MBMike Westervelt, CPA, is chair of the AICPA Accounting and Review Services Committee (ARSC), and he joins this episode of the JofA podcast to discuss the committee’s role in assisting members. In 2023, ARSC released a decision tree to guide practitioners in eliminating confusion related to the applicability of AR-C Section 70, Preparation of Financial Statements. He compares the decision tree, an interactive PDF, to the Choose Your Own Adventure book series. Resources: · ...
ERC, BOI, e-signature relief: 3 focus areas for tax advocacy
January 25, 2024 21:50 - 17 minutes - 23.8 MBMelanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joins the JofA podcast to review 2023’s tax advocacy highlights and look ahead to key issues this year and beyond. Her team’s focus areas include the employee retention credit claims, beneficial ownership information reporting requirements, along with numerous other issues of concern to tax practitioners. Resources: n JofA article on BOI and what it means for CPA firms n FinCEN news from December on BOI final r...
The importance of targeting talent early, enthusiastically
January 18, 2024 19:30 - 18 minutes - 25.6 MBJennifer Wilson is passionate about the accounting pipeline and the work being done by the National Pipeline Advisory Group (NPAG). Wilson, the CEO of Convergence Coaching and independent facilitator for NPAG, joined the JofA podcast this week to update listeners on progress in addressing talent concerns. Wilson details the timeline for delivering a draft report to AICPA Council, themes that are emerging in discussions so far, and how entities but also individuals can play a vital role i...
For all future bosses: A leader’s take on in-office work, AI, and more
January 11, 2024 20:21 - 15 minutes - 21.7 MBKimberly Ellison-Taylor, CPA, CGMA, the founder and CEO of KET Solutions and a former AICPA board chair, is energized by people she met and words she heard at recent events. Ellison-Taylor recaps some of the highlights in this episode of the JofA podcast, focusing on a session at the Future of Finance Summit in December on how finance professionals, and women in particular, can turn dreams of serving on a corporate board into reality. Also, get caught up on recent articles in the JofA...
Gen AI, business model transformation, and more with AICPA & CIMA CEO
January 04, 2024 22:01 - 21 minutes - 29.6 MBBarry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, explains why the accounting profession has to embrace generative artificial intelligence (Gen AI) instead of running from it. And that’s not all he’s talking about in this episode of the JofA podcast. Melancon shares insights on the effect of AI on audit and assurance, how private equity’s entry into accounting is changing firms, how business models themselves are changing, and why he says the world needs accountants more than ever. ...
A Robert Half executive on the 2024 hiring outlook
December 21, 2023 18:28 - 15 minutes - 21.2 MBSteve Saah, executive director of the finance and accounting permanent placement practice at Robert Half, joined the JofA podcast last week at the Future of Finance Summit in Orlando, Fla. In the interview, he shares recent data that seems positive related to hiring trends. He also offers insights into the future of in-office work, analyzes the role that inflation plays in that dynamic, and discusses the advantages organizations have with multiple generations in the workforce. What yo...
Power of the peer group: Riding the wave of finance transformation
December 19, 2023 20:04 - 18 minutes - 26.1 MBThe JofA podcast took a road trip last week to the Future of Finance Summit, catching up with several leaders on highlights from the event and reflections on its growth since the first event in Nashville, Tenn., in 2021. Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, leads off this compilation episode, sharing a favorite quote and how it applies to the summit’s themes. He and other speakers explain how a growing community of leaders is ap...
Podcast part 1: Melancon on news and trends affecting CPAs
December 14, 2023 19:14 - 22 minutes - 30.6 MBBarry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, joins the show this week for the first part of a two-part conversation on the state of the profession and what CPA can expect in 2024 on several fronts. Melancon details concerns about a potential IRS shutdown in tax season, the state of ESG reporting and regulation, how elections could play out, and why the threats to CPA licensure are real. Part 2 of the conversation will be published in an early January episode of the JofA podcast. ...
The 2024 hiring plans of finance executives, plus their top challenges
December 07, 2023 16:42 - 12 minutes - 16.9 MBIn the fourth-quarter results of the Business and Industry Economic Outlook Survey, CPA decision-makers remain pessimistic about both the global and U.S. economy, but less so about their own organizations. They also are showing a hesitance to hire, facing an array of challenges, as explained in this episode of the JofA podcast. Guest Ken Witt, CPA, CGMA, AICPA & CIMA associate director — Management, Accounting Research and Development, analyzes the results of the quarterly survey. What ...
Hear all about it: What’s in the December JofA
November 30, 2023 19:42 - 15 minutes - 21.5 MBJeff Drew, the JofA’s editor-in-chief, is the guest on today’s episode, taking listeners through some of the articles in the December issue, which goes live on Friday. Drew, a former JofA senior editor and manager with the AICPA’s Private Companies Practice Section, has focused on content for the daily and monthly magazines for more than a decade. He is also the host of the Small Firm Philosophy podcast. He previews coverage on the topics of: n firm practice management; n conside...
Doubling down on tech: What’s in store at Digital CPA in Vegas
November 16, 2023 21:27 - 14 minutes - 20.5 MBThe 2023 Digital CPA Conference, Dec. 3–6 in Las Vegas, will be the event’s 12th year. To explore the trends that drive this year’s agenda – and to look back on the conference’s weather-delayed start – Michael Cerami joins the JofA podcast. Cerami is executive vice president of strategic alliances, business development, and communications at CPA.com, the AICPA’s business and technology subsidiary. Cerami discusses generative AI, previews some of the Digital CPA sessions, and explains how ...
In an online meeting, where do you direct your eyes?
November 09, 2023 21:16 - 16 minutes - 23.2 MBThe title above is the first question posed to the guest on this episode of the JofA podcast. Byron Patrick, CPA/CITP, CGMA, vice president—Client Success at the B3 Method Institute, is a repeat guest on the show, and he’s spoken previously about best practices for virtual meetings. The conversation topic was spurred by an article covering recent research about how our brains perceive interaction differently in virtual meetings than in-person meetings. The first time Patrick appeared on ...
‘Moving so quickly’: The latest on ESG compliance
November 02, 2023 18:47 - 13 minutes - 19.3 MBWhen will the SEC’s proposed rule on climate disclosures become final? And what effect will new legislation in California have on companies across the country? Those questions and more are topics of this episode of the JofA podcast. Ami Beers, CPA, CGMA, senior director–Assurance & Advisory Innovation at the AICPA, discusses the latest news on multiple regulatory and reporting fronts. She also previews a December virtual conference. and discusses the AICPA a summary resource document, crea...
Better business: How to invest in staff and keep staff invested
October 26, 2023 20:59 - 13 minutes - 18.5 MBFor several years now, finance executives have had talent development and retention on their minds – even with all the other business headwinds they’re facing today. That’s why the timing of an apprenticeship program has been so important, and why it’s the main topic on this episode of the JofA podcast. Today’s guest, Barry Payne, director—External Relations, Management Accounting at AICPA & CIMA, together as the Association of International Certified Professional Accountants, explains ...
No Plan B: A personal lesson about retirement readiness
October 19, 2023 20:31 - 11 minutes - 16 MBStephanie Hughes doesn’t want anyone, especially families, to face an unforeseen crisis when it comes time to retire. Her family’s own struggles, when she was in college, helped shape that view. Hughes, CEO of the Wealth Management & Family Office at the firm Wiss & Co. LLP, said she’s teaching her daughter about money, saving, and thinking early about retirement. Dedicating a little bit of time now to educate others about retirement readiness can pay big dividends down the road. This ep...
An unorthodox path to CPA success
October 12, 2023 20:19 - 27 minutes - 21.6 MBNicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses, and has zero work experience in a public accounting firm. She has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. How has Davis done all of this, launching the firm Butler-Davis Tax & Accounting and two other businesses? And what has she learned along the way? She shares her story in this episode, a collaboration with the S...
Why should CPAs understand ChatGPT?
October 05, 2023 23:58 - 29 minutes - 41.4 MBIn the spring, two technology-focused accounting educators wrote an article about ChatGPT’s ability to answer hypothetical client questions. Now, they’re joining the JofA podcast to look into the future of generative AI. Mfon Akpan, CGMA, DBA, an assistant professor of accounting at Methodist University, and Scott Dell, CPA, DBA, an assistant professor of accounting at Francis Marion University, explain why CPAs and other professionals can be left behind professionally if they don’t spen...
Driving fuel efficiency: CPAs’ changing role in oil and gas reporting
September 28, 2023 19:22 - 16 minutes - 22.5 MBRyan Bogner, EY’s Americas digital sustainability leader, is the keynote speaker at the AICPA & CIMA Oil & Gas Conference in November in Las Vegas. He explains on this episode of the JofA podcast how the regulatory landscape will affect reporting going forward, the link between cost efficiency and carbon efficiency, and why, even with more focus on sustainable energy sources, demand for oil and gas remains high. What you’ll learn from this episode: · Bogner’s explanation of ho...
Summing up Sid: The ultimate CPA and friend to all
September 22, 2023 00:01 - 23 minutes - 32.1 MBPlenty of CPAs can say they learned something from Sid Kess, who died last week at age 97. Some earned CPE credits from a Kess conference session, others read his book, and some learned simply how to treat other people. Kess was passionately devoted to the profession; he continued serving on conference planning committees well into his 90s. As recently as 2022, Kess was honored with others in the profession at AICPA & CIMA ENGAGE. The specific award given then to Kess was the Stanley H. ...
ERC suspended: What happens next
September 15, 2023 19:12 - 11 minutes - 16.3 MBOn Thursday, the IRS suspended the processing of new employee retention credit (ERC) claims to combat the prevalence of fraud. These measures will help protect small businesses and aim to stop fraud by promoters of ERC mills. In this episode, Kris Esposito, Director — Tax Policy & Advocacy, AICPA & CIMA, joins April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, AICPA & CIMA, to discuss this important news development and break down the details of the announcement. What you...
No regrets: Reflections on a family-owned CPA firm’s ‘great run’
September 14, 2023 20:31 - 23 minutes - 32.5 MBFor Kevin Martin, CPA, the many happy memories of his father — also a CPA named Kevin Martin — outweigh the grief that accompanied the elder Martin’s death in 2019. An otherwise healthy 78-year-old, the grandfather to Kevin and Lisa Martin’s four children was diagnosed with amyotrophic lateral sclerosis (ALS), a debilitating disease that has no cure. He died about a month later. Kevin Martin, the son, didn’t want those memories to fade away, and so, in the middle of the pandemic, h...
Why the outlook of CPA decision-makers has improved
September 07, 2023 17:24 - 9 minutes - 13 MBIt’s not a rosy outlook by any means, but the mood of finance decision-makers has brightened in the past three months. That’s according to a third-quarter survey of CPA decision-makers in business and industry. Optimism is rising, along with projections on revenue for the coming 12 months. Also, inflation is no longer the top challenge chosen by respondents. Ken Witt, CPA, CGMA, AICPA & CIMA's associate technical director – Reasearch and Development, discusses the results of the Bus...
An updated practice aid and how it can assist in audits of digital assets
September 01, 2023 00:25 - 17 minutes - 24.8 MBThe AICPA’s Digital Assets Working Group published the first iteration of its digital assets practice aid in late 2019. Since then, much has changed related to digital assets, and so the practice aid has evolved with timely updates. The latest update, member-locked content published in late July, continues that evolution. On this episode of the JofA podcast, Kyle Sewell, CPA, a member of the Digital Assets Working Group, explains more about why the updates are important and how they ca...
3 keys to building a strong team: Partnerships, people, goal alignment
August 24, 2023 18:31 - 14 minutes - 20.4 MBWhen Rand Greenblatt, PA, assumed the role as CFO of Elixir Solutions in early 2022, he set out to improve finance operations while empowering team members. He said that seeing direct reports improve through taking on stretch roles is a key part of talent development – and something that’s gratifying to him. Greenblatt shared what it’s like to manage a team that’s fully remote, why he considers that setup “a boon to the organization,” and more in this episode of the JofA podcast. What y...
Hybrid intelligence: Working with AI instead of against it
August 17, 2023 20:34 - 20 minutes - 28.4 MBFuture-focused consultant and entrepreneur Scott Klososky admits he doesn’t know exactly what the future holds as it relates to artificial intelligence. But he is definitely more upbeat about the productivity possibilities AI offers than down about the jobs AI might eliminate He believes AI will cut out parts of jobs, not entire ones. Klososky will talk more on this topic in September at the AICPA & CIMA Conference on Banks and Savings Institutions. About AI, Klososky says: “Instead of ...
‘All in this together’: Addressing the CPA pipeline issue
August 10, 2023 18:42 - 10 minutes - 14.1 MBLexy Kessler, CPA, CGMA, is the chair of the National Pipeline Advisory Group, a group of accounting stakeholders formed to help shape strategy to address the profession's talent shortage. Kessler is mid-Atlantic leader for the firm Aprio and a member of the board of directors of the Association of International Certified Professional Accountants. She is a former chair of the Maryland Association of CPAs. In this episode, Kessler discusses why leading the group appealed to her, more...
How one small firm drastically cut its busy-season hours
August 03, 2023 20:07 - 19 minutes - 14.4 MBJohanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates LLP, she believed it was her responsibility to put in the time needed to make her small firm a success. Today, Johanna remains a full-time partner at the firm, and her son, Dalton Sweaney, CPA, is now the managing partner. His desire a few years ago to spend more time with his young children prompted him to ask his mother if they could make chang...
Fraud, football, and a viral video: A midsummer compilation
July 28, 2023 00:26 - 16 minutes - 22.7 MBThis episode is a midsummer look back at insights from selected 2023 podcast guests, from a Super Bowl CFO to the AICPA vice chair.
Why the disconnect? Risks are everywhere; risk management is not
July 20, 2023 20:07 - 14 minutes - 20 MBA survey report that focuses on enterprise risk management (ERM) and offers tools for risk practitioners is the focus of this episode of the JofA podcast. The 14th edition of The State of Risk Oversight, a report produced jointly by the AICPA & CIMA, together as the Association of International Certified Professional Accountants, and the ERM Initiative at North Carolina State University, shows that the volume and complexity of risks continues to be prominent on the radar of leaders at U.S....
S corps. and Rev. Rul. 2008-18 F reorganizations
July 13, 2023 21:19 - 26 minutes - 37 MBIn this podcast episode, a collaboration between the JofA and the Tax Section Odyssey podcasts, Tony Nitti, CPA, partner—National Tax at EY, joins April Walker, CPA, CGMA, lead manager—Tax Practice & Ethics at AICPA & CIMA, from ENGAGE 2023. The main topic of their discussion is Rev. Rul. 2008-18, delving into S corporation reorganizations. Related resources Rev. Rul. 2008-18 — Postulates two situations in which an S corporation becomes a qualified subchapter S subsidiary (...
Where do we go from here? Career advice for high performers
July 07, 2023 12:05 - 16 minutes - 23.3 MBDonny Shimamoto, CPA/CITP, CGMA, the founder and managing director of Intraprise TechKnowlogies LLC, recently co-hosted a conference session on feedback – specifically, how high performing employees sometimes get a low amount of valuable feedback. Such high performers can have their development halted if they fail to seek out the right feedback to advance in their careers, Shimamoto said. Shimamoto also reflected on the recently completed AICPA & CIMA ENGAGE, highlighting the words of...
The key role accountants will play in the shifting definition of value
June 29, 2023 19:02 - 17 minutes - 24.7 MBAs the components of a company’s value change, the role of finance must adapt to what it reports and how it manages tangible and intangible assets. That shift was underscored with the release of new global sustainability standards by the International Sustainability Standards Board, and it’s the topic of this episode of the JofA podcast. Ash Noah, CPA, CGMA, FCMA, managing director—Management Accounting and ESG for AICPA & CIMA, together as the Association of International Certified Profe...
CPAs and cannabis businesses – a 2023 update
June 22, 2023 20:47 - 15 minutes - 21.2 MBAdvising legal cannabis-related businesses is a growing opportunity for CPAs. The landscape is ever-changing, on regulatory and other fronts. Andrew Hunzicker, CPA, the founder and CEO of Dope CFO Certified Advisors in Oregon, and Ron Seigneur, CPA/ABV, founder and partner at the firm Seigneur Gustafson LLP in Colorado, joined the JofA podcast recently to provide an update on what has changed in the industry as well as highlights of the upcoming AICPA & CIMA Cannabis Industry Conference, A...
Advice to CFOs: Be agile and adaptable in the face of rapid change
June 15, 2023 20:04 - 12 minutes - 17.7 MBChris Ortega is an upbeat person, as anyone who’s seen him present at a conference knows. But he also understands that, economically, times are tough, and he has advice for finance professionals to manage through the uncertainty. Ortega also shares how his role at conferences has changed since he first began volunteering, why he likes coming back to AICPA & CIMA ENGAGE, and what he sees for the future of financial planning and analysis (FP&A). What you’ll learn from this episode: · ...
The power skills needed to lead effectively — from the AICPA’s vice chair
June 08, 2023 19:58 - 14 minutes - 20.8 MBCarla McCall, CPA, CGMA, was a prominent speaker at AICPA & CIMA ENGAGE 2023 for good reason. On this episode of the Journal of Accountancy podcast, McCall, recently named AICPA vice chair, discusses her career path and interest in volunteering while also serving as managing partner of the firm AAFCPAs. McCall shares some of the key traits of leaders, what her firm is doing to address capacity issues, and one aspect of feedback that she considers difficult. What you’ll learn from this ep...
Summing up economic sentiment: Less revenue, more pessimism
June 01, 2023 20:00 - 13 minutes - 10.1 MBCPA decision-makers in business and industry weren’t optimistic at the end of last year, but their outlook grew a bit sunnier as 2023 began. Now, as 2023’s midpoint approaches, the outlook of finance executives is again taking on a more pessimistic tone in a quarterly survey. Contraction plans are more common, and projections for revenue and profit have declined. Ken Witt, CPA, CGMA, AICPA & CIMA’s associate director–Management Accounting Research and Development, discusses the results ...