FLP, the Finance Leadership Podcast

Latest Episodes:

Will It Work? Blockchain and Digital Duplicates with David Jarczyk of KPMG. Nov 06, 2019

Show notes

"The decision is made, the risks are weighed, and outcome HAPPENS. And you pivot or die."

(#84) Chicago-based David Jarczyk is Principal in KPMG LLP's Tax Innovation group and the firm's Tax Blockchain Leader, focusing on bridging the gap between technology/big data and business cases/user needs. He shares insights on his innovative work to foster and scale startup mindsets that can drive change right across large enterprises. We also hear how this model can be used for more than just Blockchain but for ANY technology that an organisation may be adopting or evaluating, and how this be used on a truly global scale.

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.

* some new understandings of what a 'digital duplicate' is,

* how this connects emerging technologies with an organisation's existing and ongoing business needs,

* how Blockchain is just one of many enabling technologies that companies are needing to build on for the future,

* ways that this model can be used for more than just Blockchain – but for ANY technology that an organisation may be adopting or evaluating.

* the practical core: how to link all of this to the people without which none of these digital transformations will deliver on their full promise.

OUR GUEST.

Before joining KPMG (Illinois, USA) as the lead Tax/Finance partner for the firm's Blockchain initiative, David Jarczyk was a founder and CEO of a successful intellectual property technology company for 10 years, and founder and head of client services for an economics and valuation firm for the prior 5 years. He's a true entrepreneur and economist – who is literally helping to transform the way a Big Four accounting firm approaches technology and helps its clients disrupt and improve their normal processes. Connect with him on LinkedIn.

LINKS WE MENTION.

* "Crossing The Chasm" by Thomas Moore.

* The Lean Startup" By Eric Reis.

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

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Cyber Security Awareness. The Security Value of Human Authenticity. With Kevin Yeanoplos of BJY. Oct 30, 2019

Show notes

"It has SO many economic benefits... by establishing those relationships and being authentic."

GBD83. Business Valuation expert and AICPA Hall of Famer Kevin Yeanoplos shares some honest and revealing perspectives as we continue our focus on Cybersecurity Awareness Month 2019. He outlines how building better person-to-person connections and authenticity in client-relations can make a company worth more, and how getting comfortable with discomfort might actually be a good thing. In his decades of experience, he's seen that it's often like causing ripples in a pond: we need to throw in a pebble or two before we start making those little waves that drive the right impacts for staff and clients, or for potential investors and future business-purchasers.

OCTOBER 2019 IS CYBERSECURITY AWARENESS MONTH SO VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE.

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.

* how better authenticity can mean better security,

* the value of discomfort,

* the business benefits of genuine empathy,

* the three types of people that generally pose security risks.

OUR GUEST

Kevin R. Yeanoplos, CPA/ABV, ASA is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C.(USA). Kevin has spent decades helping clients with the valuation of a diverse array of intangibles including patents, trademarks and song catalogs to name a few, whether it be for divorce or other litigation, financial reporting, gift and estate taxes, mergers and acquisitions or ESOP's, among others. As both an expert witness and court appointed neutral in state and Federal courts across the country, he has assisted in a variety of complex valuation, financial analysis and damages issues. A popular and experienced presenter, Kevin frequently lectures throughout the United States on the topics of valuation, applied finance and financial analysis, including presentations to the Federal Bureau of Investigation, and has been a faculty member for the AICPA's National Business Valuation School for close to 25 years. The AICPA honored Kevin's contributions by inducting him into the AICPA Business Valuation Hall of Fame in 2010, recognizing individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs. Connect with him on LinkedIn.

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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Using AI for Better Business Strategies. With Kelly Mattarocci of TICH. Oct 23, 2019

Show notes

"We (accountants) really ARE in a unique position to become business partners within this new business model."

GBD82 Kelly Mattaroci is a C-Suite professional financial executive with over 20 years' experience. A CPA and a CGMA, she's passionate about revolutionising companies' business models using artificial intelligence; input to output; for real-time information resulting in better business decisions. She tells AICPA and CIMA's Kyle Hannan about where AI can serve as the foundation for better business models, and how the new TICH platform has been developed with this at its core.

OCTOBER 2019 IS CYBERSECURITY AWARENESS MONTH SO VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE.

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

* new understandings of why a competitive advantage is quite different to a business advantage,

* how data-driven strategies can be developed in close cooperation with the company's leadership.

* what lies ahead for companies who don't adapt

* the risks to – and FROM - their own customers

OUR GUEST

Kelly Mattarocci is founder and CEO of TICH. Based in Austin, Texas, she is described as a domain expert in the context of business, an innovator, and a thought leader. Her primary value-creation focus is embracing technology to expand peoples' abilities, which results in optimisation of both. She's also written for Finance Management magazine. Connect with Kelly on LinkedIn.

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.

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* Let someone know via email.

From Negatives to Positives. Flip The Script on Customer Complaints with Marcia Tal of Tal Solutions. Oct 16, 2019

Show notes

"It's not only what each customer is telling you, it's what ALL customers are telling you".

GBD81 We continue our focus on data and privacy for US and EU Cybersecurity Awareness Month (October 2019). This episode gives the inside track on getting real financial value from a better understanding of insights contained in the data that most people consider in a negative way. Marcia Tal outlines how to use Artificial Intelligence and Machine Learning to reveal unexpected opportunities in customer complaints.

VISIT THE AICPA & CIMA CYBERSECURITY RESOURCE CENTRE.

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:

* New understandings of how financial institutions can make better use of their customer data.

* the predictive capabilities of enterprise data and advanced analytics.

* How financial institutions can identify and implement new revenue generating opportunities and impact their P&L.

* How to use Artificial Intelligence and Machine Learning to reveal unexpected opportunities in customer complaints.

* Ways that accounting and finance professionals can go "beyond disruption" by leveraging individual customer information.

OUR GUEST

Marcia Tal is the visionary of the PositivityTech Intelligent Platform: The Science of Transforming Negatives to Positives. The platform combines human insights and advanced technology to uncover and enable strategic growth opportunities hidden in customer complaints. With a background in consumer banking, Marcia has spent her career immersed in the intersection of voice of consumer and advanced analytics. As Citigroup's former EVP of Decision Management, she built and ran a global function, bringing advanced analytic capabilities to 30 countries. Connect with her on LinkedIn.

RESOURCES

* the PositivityTech® Intelligent Platform.

* The AICPA & CIMA Cybersecurity Resource Centre

MORE ABOUT OUR PODCAST.

Hear more. Share them easily with colleagues and friends by using the icons on your app or media player.

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.

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(Friday Focus) World Mental Health Day Special with Katie Demain of iOpener Oct 11, 2019

Show notes

It's not just a fluffy "nice to have", it is a MUST-have business fundamental.

GBD80 A special Friday Focus episode to mark World Mental Health Day 2019. Katie Demain of iOpener has been referred to as Africa's foremost practitioner in The Science of Happiness At Work. She discusses how positive leadership styles can help teams to do better because their people feel better, and because their leaders lead better.

GIVE FEEDBACK.

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

OUR GUEST

Katie Demain is an International Partner at iOpener. She's lived and worked in twelve countries over the past thirty years; and recently moved back to the U.K. from South Africa. With a degree in European Business Management, Katie works in several languages, including French and Spanish. as well as English. At the heart of it all, she's a public speaker and thought-leader often interviewed on radio programs and has spoken at international conferences and at U.N. Forums. Connect with her on LinkedIn.

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.

Build a Privacy Culture That Drives Success with Aaron Weller of Sentinel LLC. Oct 09, 2019

Show notes

The challenge is that most organisations don't know what data they have or where it is.

GBD79 Continuing our cybersecurity theme, Aaron Weller, Strategy VP for Sentinel LLC, give us the inside track on data-privacy and cybersecurity. GDPR, CCPA, privacy cultures, and about how ethical companies attract better people, which means more customers are reassured to stay.

VISIT THE AICPA CYBERSECURITY RESOURCE CENTRE.

GIVE FEEDBACK.

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

TALKING POINTS.

* New understandings of building something called the "trust aspect".

* How an organisation should re-engineer for a new privacy-first world.

* Why Managed Service agreements may be a way forward.

* The basics of where an organisation needs to start as they set up for the work ahead,

* The risks of doing nothing

OUR GUEST.

Aaron Weller is a Corporate and Enterprise Privacy strategist working across the tech and retail sectors in the US. After 5 years leading PwC's Privacy practice for the Western US, Aaron spent a year leading the GDPR Program Management Office for a leading technology company and now advises their CPO and Chief Compliance Officer on Privacy strategy. He also provides strategic privacy advice to companies looking to innovate their use of personal information. Aaron has been a member of the IAPP Certification training faculty for 6 years. In recognition for his leadership in the field of privacy, Aaron was accepted as a Fellow of Information Privacy (FIP) in 2016.

Connect with him on LinkedIn.

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.

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.

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* Let someone know via email.

Silver Linings. The Rewards of The Cloud with Martin Capuder of ConsultantC. Oct 02, 2019

Show notes

"You can look at cloud solutions as a smorgasbord. For each feature that you implement, you have to understand the risk AND the benefit of each of these decisions."

GBD78 October is Cybersecurity Awareness Month in the USA and Cybersecurity Month in the EU. That's why we're focusing this month's episodes on data-defence, privacy and effective protection against online attacks. Starting us off, an in-depth look at the benefits of moving one's business to the cloud. L. Martin Capuder of Florida-based ConsultantC is one of the best qualified experts around, and he explains to AICPA & CIMA's Kyle Hannan how risk-management, effective internal controls, and security-implementation can ensure a successful migration to the 'cloud'.

VISIT THE AICPA CYBERSECURITY RESOURCE CENTRE.

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.

* New understandings of cybersecurity.

* What effective migration from local to cloud storage SHOULD look like.

* Recommended best practices.

* The value of internal controls.

* How to identify and manage risks.

OUR GUEST.

Lawrence "Martin" Capuder is managing director of ConsultantC. Services, specializing in secure cloud and certification preparatory workshops, solutions consulting, implementation project management and other custom training. ConsultantC is a Registered Consulting Partner in the AWS Partner Network and an authorized training partner for Cloud Security Alliance (CSA), ISACA and CompTiA. Overall, he has over 25 years' experience in IT audit, security & controls consulting and Federal banking examinations; this includes a decade of overseas projects and another as an expatriate employee for the world's largest company. His professional designations include the CISA, CIA, AWS-CCP, CCSK, CFE, CAMS, CPA, CSCP.

In addition to being a technical subject matter expert for the Association of International CPAs (AICPA), Martin has spoken at conferences and professional meetings on four continents and has published over three dozen professional journal articles. He currently serves on the local boards of CSA, Keiser University Accounting and Business Advisory Board and the Private Directors Association, as well as being an active member of the CSA's Cloud Control Matrix Working Group. Connect with him on LinkedIn.

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.

From Multiples to The Microphone. Accounting Podcasters and Digital Mindsets for International Podcast Day Sep 25, 2019

Show notes

One thing that your industry should not worry about is time. There is no such thing as 'too long' in podcasting. Just 'too boring'.

GBD77 September is International Podcast Month, and Monday 30th is Podcast Day. In this special 'Digital Mindsets' episode, AICPA & CIMA's Sonia Rothwell explores the essentials skills and techniques that helped our guests become successful podcasters in the accounting and finance space. We hear about how it's helped their businesses, their careers and their prospects. We also hear trends, top tips and best practices from Rob Walsh, the VP of Podcaster Relations for leading podcast hosting company LibSyn.

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

* Julie Ann Sullivan of the "Businesses That Care" podcast

* Blake Oliver of The Cloud Accounting Podcast

* Georgette Rowland Osborne of Financial Gym for Business and the Entrepreneur Speak Spot podcast

* Rob Walsh, VP of Podcaster Relations at LibSyn

* Kyle Hannan of AICPA & CIMA podcasts

WE DISCUSS:

* Finding your voice.

* Getting Started.

* Basic starter tips.

* Becoming an authority.

* Earning recognition and winning attention.

* Best Practices.

* How to measure success.

LINKS.

* I Love Bookkeeping" is Georgette's top podcast tip.

* Julie Ann enjoys "Here's The Thing" by Alex Baldwin, an NPR podcast.

* Kyle's a fan of the BBC podcast "The Missing Crypto Queen".

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.

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

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* Let someone know via email.

Blockchain for CPAs. The Basics and Beyond with Jagruti Solanki of Aprio Sep 18, 2019

Show notes

This was one of the technologies where the guidance we have is really not up to speed in the way that the technology has been moving and evolving.

GBD76 Jagruti Solanki has spent more than a decade at Atlanta-based Aprio, a leading CPA firm with a growing global clientele. An assurance partner specialising in technology and blockchain, she tells Mballa Mendouga (AICPA & CIMA, Durham, NC) about 'smart' contracts, internal controls of digital assets, and how to use blockchain for proper financial reporting.

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 GUEST

Jagruti Solanki is an assurance partner at Aprio, based in Atlanta, Georgia, and specialises in Technology and Blockchain. Jagruti and the blockchain team at Aprio are pioneers in blockchain accounting, having provided tax, audit, audit readiness, risk-assurance and consulting services to companies on blockchain for over six years. In 2018, she received the AICPA's Innovative Practitioner of the Year Award for her work on blockchain accounting and in 2019 was recognised as one of "Atlanta Inno's 50 on fire". Jagruti is a frequent speaker on topics related to emerging tech and delivers presentations across the US. Connect with her on LinkedIn here.

FURTHER RESOURCES ON BLOCKCHAIN.

* The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply).

* Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?"

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

* Recommend it to your LinkedIn network.

* Send to Twitter

* Auto-share on your Facebook page

* Let someone know via email.

Blockchain for Insurance. Crypto-Assets with Dr. Sean Stein Smith of the Wall Street Blockchain Alliance Sep 11, 2019

Show notes

"This application in the insurance field is ABSOLUTELY going to have an impact on ...individuals and firms working in accounting and finance."

GBD75 Dr. Stein Smith is a returning guest on this podcast. He's authored several blockchain courses for the AICPA and gives us the inside track on what Blockchain means – and the opportunities it offers – to those working in or alongside the insurance industry.

GIVE FEEDBACK.

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

TALKING POINTS

* New understandings of what blockchain has to do with insurance.

* Hear how the insurance industry is using it.

* Get a sense of what this means for the rest of us.

* Talk through how insured companies make sure their registers of assets are digital so they're ready to be insured in a whole new way.

* Discuss how crypto-assets fit into this picture.

OUR GUEST.

Dr. Sean Stein Smith is an Assistant Professor at Lehman College at City University of New York (CUNY). He served as a technical editor/presenter for AICPA & CIMA's RPA courses as well as the Blockchain certificate program. Additionally he's currently serving as the chair of the Accounting Working Group of the Wall Street Blockchain Alliance. Connect with him on LinkedIn here.

FURTHER RESOURCES ON BLOCKCHAIN.

* The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply).

* Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?"

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

* Recommend it to your LinkedIn network.

* Send to Twitter

* Auto-share on your Facebook page

* Let someone know via email.