FLP, the Finance Leadership Podcast

Latest Episodes:

Human Intelligence. Simplifying Complex Problems with Cheryl Mobley of Recalibrate. Jan 22, 2020

Show notes

"That mindset that says 'One right answer'? You have to pull back and re-examine your assumptions: there is MORE than one right answer."

(#94). Think your problems are too big to solve? Think again! Recalibrate CEO Cheryl Mobley impressed us so much with her presentation at a past ENGAGE conference that we had to sit down with her one-to-one to talk Human Intelligence, career future-proofing and about how the phone in your pocket could help unleash your creative problem-solving skills.

TALKING POINTS:

What does it take to become a better problem-solver in an increasingly more complex business world?
Why is it important for the challenges we're today as well as for the opportunities we'll come across in the future?
How do we fight the urge to jump in quickly to face a problem, when we SHOULD be stepping back and taking the time to SOLVE it creatively?

OUR GUEST.

Cheryl Mobley is based in Texas and has a 20 year track record of helping executives solve problems, get results and grow the bottom line. She launched reCalibrate a few years back after a career as a successful serial entrepreneur and served as President for a highly successful hospital. She's worked around the world and a few of her clients include Allied Irish Bank, Reed McClure Law Firm, Transglobal Services, Active Spine & Sport, the Washington State Department of Transportation and the Charles Schwab Corporation, one of the largest brokerage firms in the world.

Cheryl has presented to many groups and organisations, and has been featured in publications including AICPA, The News Tribune, WAC, Washington Journal, Women on the Move, and The Greater Seattle Area Chamber of Commerce and more.

She is currently wrapping up writing her first book, that is tentatively titled: "Face to Face: 12 Wild Leadership Lessons from a South African Horse Safari". She'll also be launching her new podcast "Unearthing" early this year.

Connect with her on LinkedIn here.

RESOURCES.

Read Cheryl's blog post on the topic on the AICPA website.
Watch her 2018 FaceBook live interview.
Visit her company website.

ABOUT OUR PODCAST

The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful.

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

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How Sports Analytics Could Improve Your Business. With Dr. Jason Imbrogno and Dr. David Bergman. Jan 15, 2020

Show notes

"The strategies that we employ in daily fantasy sports...are especially useful OUTSIDE of sports analytics".

(#93) This week's conversation is all about data analytics from an unusual perspective: our guests reveal what the sports betting industry can tell us about getting data, using data, and asking it the right questions. How it can help predict what'll happen next, and why it means a rethink of the conventional risk/reward balance. University Business and Economics Professors Dr. David Bergman and Dr. Jason Imbrogno also discuss the potential opportunities for accounting and finance professionals that this could offer.

OUR GUESTS.

Dr. Jason Imbrogno is an Assistant Professor of Economics in the Department of Economics & Finance at the University of North Alabama. He has a Ph.D. in Economics from Carnegie Mellon University.
Dr. David Bergman is an Associate Professor at the University of Connecticut. He lectures in Business Process Modelling and Data Management, as well as Statistics in Business Analytics. He has a Ph.D from Carnegie Mellon University and is particularly interested in large-scale automated decision making, decision diagrams, discrete optimisation, integer programming, machine learning, and the integration of optimisation techniques.

RESOURCES.

David recommends http://janos.opt-operations.com
Jason suggests https://www.footballoutsiders.com/
The annual MIT Sloan Sports Analytics Conference.

ABOUT OUR PODCAST

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

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Digital Assets. What Your Practice Needs to Know. Jan 08, 2020

Show notes

Overconfidence...is a real risk and it's important to consider up front if we have the skill set to be able to audit in this space.

(#92) Di Krupica, Lead Manager in the Emerging Assurance Technology area (AICPA & CIMA, North Carolina) talks to Matt Schell (Crowe) and Amy Steele (Deloitte) about recommended guidance for accounting for and auditing Digital Assets.

A little over a year ago, the Digital Assets Working Group was created by the American Institute of CPAs to develop accounting and auditing guidance on digital assets. After months of work with subject matter experts from international and national firms, the AICPA has just released its first version of an important new practice aid which includes non-authoritative guidance on how to account for digital assets.

Our guests explain what digital assets are and outline how to get started in the digital assets space. They look at some of the key points in the practice aid, and signpost some potential future topics that the Digital Assets Working Group is developing guidance for.

RESOURCES.

The following page includes the background about the digital assets working group, as well as a link to download the free practice aid PDF.

www.aicpa.org/digitalassets

OUR GUESTS.

Matthew Schell, CPA, CFA, is a Partner with Crowe LLP in Washington DC. He chairs the AICPA's Digital Assets Working Group's Accounting subgroup.
Amy Steele is a Partner with Deloitte and Touche LLP and chair of the Auditing subgroup, part of the AICPA's Digital Assets Working Group.

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Happy Holidays! A Short Festive 'Thank You'. Dec 25, 2019

Show notes

Thank you for doing one of the most important jobs in the world.

(#91) A special, short festive episode of the Go Beyond Disruption podcast, the final show for this year.

To mark the end of 2019, AICPA & CIMA's video team made a short "Thank You" video for members worldwide. We've now used the audio for this end-of-year episode, which ends with a message from AICPA & CIMA President and CEO Barry Melancon.

You'll also hear the voices of our colleagues from around the world, along with a final 'Happy Holidays' featuring many members of our Senior Leadership Team, the AICPA Chair and CIMA President/Association Chair.

Whether you're an AICPA & CIMA member or not, the message is still bound to resonate for all businesspeople in this era of disruption. It celebrates people's willingness to reimagine their roles, their eagerness to take on new capabilities, and their commitment to evolve.

From all of us at the Go Beyond Disruption podcast team, have a marvellous wrap up to this year and a relaxing start to the next.

NEED MORE?

You can watch the original video on the AICPA & CIMA YouTube channel here.

ABOUT OUR PODCAST

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

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Remote CFOs. Becoming a virtual leader with Robin Thieme of KBS CFO. Dec 18, 2019

Show notes

There's a lot of...how we manage people that needs to change, as well as what our workforce expects.

(#90). Robin Thieme is CEO and Founder of KBS CFO and known by her online handle as the "futurereadycpa". An AICPA speaker and CPE author focusing on the workplace of tomorrow, she talks about how to deliver effective leadership of remote teams - and how to understand this new reality if your own practice is dealing with client questions about the future of work.

GIVE FEEDBACK.

How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here.

WE DISCUSS:

why early adopting doesn't work any more
everyone's innovating and disrupting at the same pace these days.
the challenges of remote work.
how to nurture independence and effectiveness.
managing effectively without micro-managing.
the security element of this new mode of work (what are some good practices?)
Also health and safety?

OUR GUEST

With over 30 years of financial and accounting experience, Robin Thieme is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses. Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). In 2019, Robin authored and is the subject matter expert for one of the first continuing education class offered by the AICPA for Virtual CFOs. She has also been featured on several podcasts, including Change Your Mindset podcast and Future Proof. Connect with her on LinkedIn here.

ABOUT OUR PODCAST

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

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Recommend it to your LinkedIn connections.
Send to Twitter.
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Let someone know via email.

Creativity Is Your Business Innovation Engine. With Natalie Nixon of Figure 8 Thinking. Dec 11, 2019

Show notes

"I define creativity as the ability to toggle between wonder and rigour - and ultimately to create novel value."

(#89) In this Human Intelligence-focused episode, Natalie Nixon, Creativity Strategist & President of Figure 8 Thinking, LLC, talks about Design-Thinking, Strategy and Change-Management. Using her "3i Creativity Framework" she outlines competing narratives for the new world ahead, and explains why creativity should be a core competency for the future of work.

GIVE FEEDBACK.

How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here.

TALKING POINTS

Why creativity should be a core competency for the future of work.
The 3 elements (The "3i Creativity Framework").
Creativity as the new competitive advantage.
Hybrid Thinking in action.
"T-shaped" versus the "pi-shaped" thinker.
It's a prerequisite for the 4th Industrial Revolution (the one we're in now).
The 2 competing narratives for the new world ahead.
Why creativity is the essential foundational element.
The data points that fleshed this out.
Typical questions about creativity.

OUR GUEST.

Natalie Nixon advises leaders on change management at publicly traded and privately held corporations as well as non-profits. She helps them design optimal ways to leverage creativity, sustain innovation and achieve priority business goals—resulting in happier customers and employees. Natalie is a published author (Strategic Design Thinking and INC online magazine) and a global speaker represented by the BigSpeak speakers bureau. Her public speaking invitations have included CUSP, Business Innovation Factory, 360 Possibles (Saint Malo, France), Creative Mornings, TEDx Philadelphia, The Copenhagen Institute for Interactive Design, The European Innovation Academy (Nice, France), SEB Bank (Tallinn, Estonia), FUSE and the Mayo Clinic's Transform conference. She is a lecturer at the University of Pennsylvania in social innovation and design thinking and a Senior Advisor at Econsult Solutions. She has a background in cultural anthropology, fashion, and service design. She is certified as a foresight practitioner by the Institute for the Future and in charrette facilitation by the National Charrette Institute at the Harvard Graduate School of Design. Natalie received her PhD from the University of Westminster in design management, and her AB (cum laude) from Vassar College in anthropology and Africana Studies. She has a new book coming out in mid 2020 about the new creativity Called "The Creativity Leap".

LINKS.

Consider a short MBA Express "Creativity and Innovation" course via our AICPA Store. Also on the CGMA Store.
Read Natalie's articles on INC.com
Visit Natalie's website at www. Figure8thinking.com

ABOUT OUR PODCAST

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

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Recommend it to your LinkedIn connections.
Send to Twitter.
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GBD88 Modernising Your CPA Practice. Globally-Relevant Best Practices From Inside the US Accounting Profession. Dec 04, 2019

Show notes

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 assurance services. Plus, Stan Sterna, JD from Aon and Sarah Ference from CNA discuss challenges (and insights) around liability risk in engagement letters. Stan then discusses privity in third party audit claims, including reasons a firm may face a lawsuit in this area, and tips to decrease firm risk and limit liability.

Hear and share the individual interviews at CPA.com/MYP.

GIVE FEEDBACK.

How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here.

OUR GUESTS.

· Ellen Goria, Associate Director of Global Professional Ethics at the AICPA's Professional Ethics Division

· Sarah Ference, CPA, Risk Control Director, Accountants Professional Liability, CNA

· Stan Sterna, JD, Vice President, Aon Insurance Services, Professional Firms

TOPICS.

1) Hosting Services Interpretation, Portals and More – A Discussion. (Ellen Goria interviewed by Steven A. Menges, Product Team – Assurance, CPA.com)

high level discussion about various non-attest technology related services.
new guidance related to technology hosting services from the AICPA's Professional Ethics Executive Committee (better known as PEEC).
the impact of the hosting services interpretation (effective on July 1, 2019) and how it effects assessments of impairment of independence at firms.

2) Engagement Letters: Foundational Best Practices. (Stan Sterna, JD from Aon and Sarah Ference from CNA. Interviewed by Matt Towers, Product Lead – Assurance, CPA.com )

challenges around liability risk in engagement letters.
engagement letter scope.
key insights and data around the most common reasons a firm faces a lawsuit in this area.
steps firms can take to minimise this risk.

3) Privity in Third-party Audit Claims. (Stan Sterna, JD from Aon interviewed by Matt Towers).

the implications of privity on third-party legal claims against accounting firms.
definition of Privity.
how to provide context around when and how it might apply in a lawsuit.
steps firms can take to decrease the risk of third-party claims and to limit liability to a third party.

LINKS.

AICPA & CIMA and other guidance or explanatory content on the topics discussed in this episode:

Hosting Services interpretation (ET 1.295.143)
Nonattest Services FAQ (Ensure you see pages 20-23)
AICPA Professional Ethics Division "Ethically Speaking" Podcast, Episode 3: Hosting services ― What you need to know now
AICPA Professional Ethics Division "Ethically Speaking" Podcast, Episode 4: Hosting services ― More of your questions answered
AICPA Plain English Guide to Independence (Ensure you see pages 43-44)
AICPA Guest Blog by Toni T. Lee-Andrews Director-Professional Ethics, Association of International Certified Public Accountants
Journal of Accountancy Article (on hosting services)
Journal of Accountancy Article: How data-hosting services affect independence: Hosting an attest client's data or records leads to impairment under a new interpretation

ABOUT OUR PODCAST

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

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"RPA. Beyond The Bot" with Neeti Shukla of Automation Anywhere Nov 27, 2019

Show notes

"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 means for the future of work. WE DISCUSS.

New understandings of RPA.
How process automation can run across all business areas.
Visions for the future of work
"Everyday Automation"
What it means when we talk about a 'digital workforce"

OUR GUEST. Neeti Shukla is SVP Brand Strategy & Culture Architect of Automation Anywhere, a fast-growing company based in California which develops robotic process automation (RPA) software. She has helped build a world-leading reputation based on catering to enterprises looking to deploy a digital workforce composed of software bots that complete business processes end-to-end. Connect with her on LinkedIn here. RESOURCES.

Robotic Process Automation (RPA) for Accounts Payable & Receivable course for CE credit: AICPA Store: AICPA course with AAI
For more information about RPA: automationanywhere.com
100+ online learning courses, 13 role-based Learning Trails and 3 certifications from Automation Anywhere University: university.automationanywhere.com
LinkedIn Learning courses (X2)
Lynda.com
Udemy

MORE ABOUT OUR PODCAST. The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

Recommend it to your LinkedIn connections.
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Get Competitive Advantage. Building Emotional Wealth with Jackie Fitzgerald. Nov 20, 2019

Show notes

"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

OUR GUEST.

Jackie Fitzgerald has spent the last 9 years coaching hundreds of clients who run their own businesses, or who work at a senior level in professional service firms or the corporate world. Prior to coaching she had a successful career in international telecommunications finance, working for Cable and Wireless plc on major subsea cable and satellite projects, then spent 10 years running successful global joint ventures in the UK, the USA and beyond. Jackie is a Fellow of the Chartered Institute of Management Accountants and attended executive development courses at London Business School and INSEAD. She has an MA in Coaching and Mentoring Practice from Oxford Brookes University (2014), a combined Honours degree in French and Spanish from King's College, London, is a Fellow of the Royal Society of Arts, and also a keen Liverpool fan. Connect with her via www.alquimia.co.uk

WE DISCUSS.

* Is this universally applicable across the world?

* Adaptability, self-actualisation and self-realisation?

* The Emotional Capital Report

* How it helps you and your business.

MORE ABOUT OUR PODCAST.

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

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* Send to Twitter.

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* Let someone know via email.

International Accounting Day. Why I Became An Accountant Nov 13, 2019

Show notes

"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.

* Watch the videos on our special "Why I Became An Accountant" page.

MORE ABOUT OUR PODCAST.

Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.

Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect. #GoBeyondDisruption @AICPANews @CIMA_News

SHARE WITH YOUR NETWORK.

Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

* Recommend it to your LinkedIn connections.

* Send to Twitter.

* Auto-share on your Facebook page.

* Let someone know via email.