FLP, the Finance Leadership Podcast

Latest Episodes:

Fixing Miscommunication. Getting Through with leadership trainer Julie Holunga. Sep 04, 2019

Show notes

"It's so imperative that we are deliberate in how we communicate, that we think about it and NOT just take things at face value."

We're all connected but how do we 'get through' to people better? What's the difference between miscommunication, missed communication and mismatched communication? Why's it important to talk to someone the way THEY need to be talked to, rather than the way WE want to be talked to? Returning guest Julie Holunga tells AICPA & CIMA's newest podcast presenter Scott Kellam about how understanding the difference between internal and external processors can transform the way colleagues, peers, family and friends 'connect' with each other. And do it for the 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.

Julie Holunga is an executive leadership coach who trains and develops professionals, primarily in the accounting, legal, and consulting fields. She served as a project manager at Harvard Business School and has built relationships with leaders at Wall Street firms leading the efforts to advance women into positions of leadership. Julie is a certified Professional Certified Coach (PCC) and one of 38 Master Trainers in the world with Emergenetics. A native New Yorker, she spent seven of her formative years living and attending school in France, India, and Hong Kong, after which she has lived in Boston as well as in the Canadian city of Calgary, before settling in beautiful Colorado. Connect with her on LinkedIn here.

FURTHER RESOURCES ON COMMUNICATIONS AND HUMAN INTELLIGENCE.

* Read "Work that works" by Gail Browning

* Visit Julieholunga.com

*Effective Business Communications. The use of positive language is an important communication tool. Join this webcast to learn how to improve your communication skills and strengthen your team.

* Communicating in a Multicultural Environment. Using insightful diagrams, powerful anecdotes and an experiential exercise, this presentation analyses the root causes of typical misunderstandings between culturally different clients and accounting service providers to suggest practical solutions.

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

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Beyond Maslow. New Motivations with speaker, author and motivational expert Sophie Bennett. Aug 28, 2019

Show notes

How do you actually APPLY what Maslow tells us, that helps us rise towards the top of the pyramid and live more satisfied lives?

GBD73 What REALLY Motivates Today's Professionals and Tomorrow's Leaders? Our guest has been researching leadership and motivation for the last twenty years and has turned this into several books. This research also powers the presentations she gives to business leaders, finance and accounting professionals at conferences across the world. While interviewing world-class performers from business, science, the arts and sport, she identified five new intrinsic motivation types that reveal how ordinary people tap into their deepest internal motivations and achieve extraordinary things. She tells AICPA & CIMA's Kyle Hannan about why existing - and future - leaders do what they do, and the ideas and tools we can all use to reach our full potential in a changing business environment.

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:

* useful new understandings of what really drives people.

* the importance of "Origin" stories.

* how to create "moments" (the little steps that build a career ladder).

* ways to make these moments 'land' so that they make a difference in our business and our careers.

* Our guest mentions 'Drive' by Daniel Pink and The Heath Brothers' "The Power of Moments"

OUR GUEST.

A motivation expert, best selling author and champion dressage rider with a strong business background, Sophie Bennet is a visiting lecturer at Cranfield School of Management, a Grand Prix dressage rider, former national equestrian champion, ski instructor, bestselling author, and a former Head of Content for Dell. Her eclectic background guarantees talks rich in anecdotes and stories. Connect with Sophie on LinkedIn here.

FURTHER RESOURCES ON MOTIVATION AND HUMAN INTELLIGENCE.

* "Human Intelligence". A three-part self-study online series will help you develop the skills that make you uniquely human and position you to take advantage of the new opportunities that await. It's now available for purchase from the AICPA Store website.

* An online video session "Women in The Profession: Motivate, Retain and Succeed". How to motivate, retain and train women in the accounting and finance professions for success. This is available to purchase from the CGMA Store website.

* See Sophie's "Five Flames of Motivation" graphic.

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

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* Let someone know via email.

Make Networking Work. Getting Helpful with executive coach and author Heather Hollick. Aug 21, 2019

Show notes

Whatever it is that most people think is networking - this "noisy events" and "what's in it for me?" - was NOT it!

GBD72 What is networking and what makes it work for everyone involved? Jennifer Gardner talks to teacher, coach, consultant and writer Heather Hollick. Based in Michigan, Heather works with ambitious professionals in the areas of networking careers, high performing teams and leadership development. She shares a wealth of practical tips for better career-building from her recent book "Helpful. A Guide to Life, Careers and the Art of Networking".

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:

* What networking is - and isn't.

* What motivates effective networkers.

* The other question is hidden in "What is networking?".

* The crucial importance of networking AT work, not just outside it.

OUR GUEST.

Heather Hollick is a teacher, coach, consultant and writer on a mission to make the world a better place to work. After teaching math and physics, high school and college students for seven years, she moved into the corporate world, where she spent more than 25 years in a variety of industries and organisational cultures. She now works with ambitious professionals in the areas of networking careers, high performing teams and leadership development. Heather is also the author of "Helpful. A Guide to Life, Careers and the Art of Networking". Connect with Heather on LinkedIn here.

FURTHER RESOURCES.

* Boost your Networking skills and get a CPE credit with this MBAexpress online course: "Networking - Building a Stronger Professional Network". It's now available for purchase from the AICPA Store website.

* There's also a cost-effective intermediate level video to help you create dynamic first impressions - and much more. "Step Away From the Wall: Networking When You Are The New Guy (or Girl)". This is available to purchase from the CGMA Store website.

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.

Staying Relevant As Machines Get Smarter. With Digital Health Futurist Maneesh Juneja. Aug 14, 2019

Show notes

"What are the skills that they need to remain competitive and stay relevant to their customers? And it's not only the soft skills but it's also the digital skills. The other point here is about TRUST."

GBD71. Digital Health Futurist Maneesh Juneja's career spans nearly 20 years working with data to improve decision-making across several industries. In this conversation with AICPA & CIMA's Samantha Watson, he explores the convergence of emerging technologies to see how they can make the world a healthier and happier place. Inspired by the innovation culture of Silicon Valley, he reveals why "Will The Robots Take My Job?" isn't the question we should be asking.

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.

Maneesh Juneja is a Digital Health Futurist who explores the convergence of emerging technologies to see how they can make the world a healthier and happier place. He looks at these technologies in the context of socio-cultural, political and economic trends, helping organisations around the world to think differently about the future. He is passionate about ensuring that the choices we make in society result in a better future, not just for the privileged few, but for everyone.

Inspired by the innovation culture of Silicon Valley, and unlike many of his friends who have relocated there, he has decided to stay in London and do his best to bring elements of Silicon Valley's culture to the UK.

In a career spanning nearly 20 years, Maneesh has worked with data to improve decision-making across several industries. From supporting the Whitehall study at University College London, managing the Tesco database at DunnHumby, and most recently, working with the world's largest U.S. health insurance claims & European EHR databases at GSK R&D. After leaving GSK, he set up his consultancy MJ Analytics. Connect with him here.

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.

Unleash Your Peak Performance. Managing Energy with Sarah Elliott of Intend2Lead Aug 07, 2019

Show notes

"Put yourself first. It's not selfish. It's the best thing you can do as a LEADER".

GBD70 After our guest's powerful presentation at AICPA ENGAGE 2019 in Las Vegas, we knew we had to share her passion and perspective here on the podcast. Texas-based Sarah Elliott is an influential CPA and business owner who has her heart set on giving other CPAs and women business owners in her region "permission to play". She talks about how we should do more than just manage our time: we should start managing our ENERGY. It's time for a new approach, rediscovering the fun, and using practical steps to put ourselves first, fight burnout and maximise impact.

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 our guest brought tears to the eyes of many accountants - in a good way.

* How to recognise the difference between stress and burnout, and what to do about them both.

* What's love got to do with it, anyway?

* A 4-step plan to reduce stress and maximise performance.

TAKE IT FURTHER:

* Our "Coaching versus Mentoring" online self-study course, explains the difference between the two so you can improve your own - and your organisation's - performance. (Fees may apply).

* Our "Planning for Self Care" seminar focuses on how managers, leaders, and business owners can align optimum performance with employee health and wellbeing.(Fees may apply).

* The Heart-Math Institute has free stress-busting resources

* Harvard Business Review "Making of a Corporate Athlete"

* Hal Elrod's book "The Miracle Morning".

OUR GUEST

The co-founder of Intend2Lead and founder of the Ellivate Alliance, Sarah Elliott. An author, speaker and instructor on coaching and leadership development and an advocate for women leaders, Austin (Texas)-based Sarah actively serves women in her local community and the wider CPA profession. Recognised almost every year for the last 3 or 4 years by AICPA and AICPA Practice Advisor as one of the Most Powerful Women in Accounting, she also received the American Woman's Society of CPAs President's Award. 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: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

* Let your network know on LinkedIn here.

* Send to Twitter here.

* Auto-share on your Facebook page here.

* Let someone know via email here.

Ride The Innovation Curve. CIMA Centenary with Dr. Martin Farrar. Jul 31, 2019

Show notes

"Management Accountants are perfectly placed to bring collaboration from siloed parts of a business, get them talking to each other, and move innovation forward."

GBD69 War historian and Management Accounting expert Dr Martin Farrar is described as a maven, polymath and broker of information, learning lessons from the past and present to inform all our futures. To commemorate the centenary of CIMA (the Chartered Institute of Management Accountants), Martin researched and authored a revealing book called "Leading The Transformation", covering the 100-year history of the Management Accounting profession, tracing its roots back to the First World War. He tells AICPA & CIMA's Kyle Hannan about what a century of history can reveal about the profession's tradition of innovation in the face of technological transformation, and shares the insights it provides about the innovative future that lies ahead.

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:

* Never mind the "Hockey Stick (J)" curve. What about the 'S' curve!

* Why the phrase "Winter Is Coming" may NOT be such a bad thing after all (and it's got nothing to do with Game of Thrones).

* How the history of management accounting reveals a century-long tradition of cooperation, innovation and adapting to technological change.

LINKS

Find out more about Martin's centenary book.
What is a slide rule? Watch this video.

OUR GUEST

Martin Farrar's research specialises in the Future of Finance, sustainability, strategy, and the history of management accounting. Before joining the Association's research and development team, Martin worked closely with CIMA's senior management team and council as a strategic planner to define, implement and report on corporate strategies and build future capability. His research has been published in several white papers and has contributed to the ongoing development of the CIMA professional qualification syllabus.

Martin holds a PhD from King's College London, War Studies Department. His ongoing research into the First World War led to the publication of his book on the reporting of war. 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: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

* Let your network know on LinkedIn here.

* Send to Twitter here.

* Auto-share on your Facebook page here.

* Let someone know via email here.

Make Yourself Irreplaceable. Becoming Invaluable with Georgette Rowland of MoneyGym. Jul 24, 2019

Show notes

"Imagine being THAT type of accountant or bookkeeper. How often do you think they would be trying to replace you?...because the relationship is so solid!"

GBD68. Director of the Financial Gym, author and speaker Georgette Rowland Osborne, is a former financial sector IT outsourcing contract-manager who specialised in working with leading UK financial institutions. Now author of the book "Firmer Figures, Fess Up or Mess Up", she reveals how today's finance professionals can develop the skills of 'client-whispering' and digital 'bridge-building' to deepen their relationships with their clients. The result: they become irreplaceable even as everything around them is becoming just another commodity.

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.

* You can't add value and become a better partner to your clients until you understand them and their REAL business situation.

* What do you need to know when advising non-digital clients to leave pen and paper behind? (Do they even HAVE a scanner?).

* What does this mean in practice? Where does the typical small business start on their journey to the cloud?

* The importance and techniques of 'discovery' conversations.

OUR GUEST.

Author, speaker and financial independence-advocate Georgette Rowland Osborne entered the cut-throat world of IT and Finance in London when it was not the easiest place for females, let alone one from an ethnic minority. She became manager of a bespoke IT outsourcing company in the City and specialised in dealing with banks. Her clients included the Bank of England, Merrill Lynch, NM Rothschild, NatWest Bank, Ministry of Defence and the Inland Revenue. Connect with her on LinkedIn.

LINKS

* Discover our 3-part "Human Intelligence" Learning Programme

* See our CGMA Store for more on this topic.

* Visit our guest's website at Financial Gym For 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: Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends.

Let your network know on LinkedIn here.
Send to Twitter here
Auto-share on your Facebook page here.
Let someone know via email here.

The Value-Perception Gap: Why Do Clients Leave? With Robert Craven of GYDA. Jul 17, 2019

Show notes

"Too many accounting & financial firms think that their solution is what the customer wants. People don't buy what you do, they buy what you do does for THEM!"

GBD67. Our guest's work on marketing and growth strategy has been widely published and acted upon by thousands of businesses and agencies, from BlackBerry to Barclays, from Nando's to AirBus. Robert Craven has presented to Google and several other leading global brands, and that's why we sat down with him to explore the "Value-Perception Gap", talk about why clients leave (and what to do about it), and answer the question: "The Reason We Love Our Accountant Is...?" His insights are invaluable to anyone running a service business which relies on close client relationships - and that means accounting and finance professionals.

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.

LINKS WE MENTION

* Theodore Levitt's seminal 1961 Harvard Business Review article "Marketing Myopia"

* "Grow Your Service Firm" – Robert Craven

* "Customer is King" – Robert Craven

* See https://robert-craven.com/wp-content/uploads/2014/07/CIK-mini-version.pdf

* PWC's Report on the Future of Client Experience

OUR GUEST

Founder of the Grow Your Digital Agency initiative, Bath-based Robert Craven is a mentor and consultant who has helped more than 1,000 companies to revolutionise the way they work. Author of several books, including "Growing Your Service Firm", Robert's work on marketing and growth strategy has been widely published and acted upon by thousands of businesses and agencies, from BlackBerry to Barclays, from Nando's to AirBus. Described as the UK's best-known and sought-after keynote speaker on growing digital agencies, Robert talks on customers: finding, delighting and keeping more and better customers and clients. He is not full of theoretical rhetoric; he offers practical solutions - tangible business growth results. Connect with him on LinkedIn here.

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

"Using Improv to Communicate and Collaborate Better" with Kristy West of BraveSpace (Atlanta, USA). Jul 10, 2019

Show notes

"One of the things we do is teach people that they need to use what they have, and that is ENOUGH...before you get up to do give a speech or a talk, or deliver a message to someone."

GBD66: Human Intelligence. Jennifer Gardner talks to improv facilitator, speaker and founder of BraveSpace, Kristy West. 1 in 4 people are terrified of speaking in public, sometimes rating it their 2nd biggest fear (next to death). Recognising that improv is about more than just 'stand up' comedy, Kristy's focus is to take improv off the stage and into the corporate environment. They discuss bravery, active listening, going "off script", and the importance of accepting that what you have is enough. Kristy outlines how these skills can help to foster innovation, boost creativity, deepen collaboration, develop new mindsets and embed the critical communication skills needed in today's always-changing, tech-driven, work climate.

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:

* Glossophobia: what it is and why it matters to 1 in 4 professionals.

* How using improv skills can help you get started in your career and get further once it's begun.

* How to develop better collaborative and communicative skills through active listening.

* How to 'unfreeze' by getting comfortable with the realisation that what one has (i.t.o resources and experience) is already enough.

OUR GUEST.

Kristy West is a Speaker, and Founder of BraveSpace, based in Atlanta, USA. She's studied, performed and taught improv for almost two decades and also spent over 15 years in B2B Sales and Corporate Training. Kristy blends her unique experience in improvisational comedy and business to help teams and individuals practice the critical skills needed in today's business world. Connect with her on LinkedIn.

LINKS.

* Discover more about Kristy's company BraveSpace.

* See the Public Speaking self-study resources on the AICPA store

* Get the video "An Actor's Guide to Public Speaking'' by Misty Megia on the CGMA store, also available as part of CGMA Essentials.

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

"Milestone Medley": your podcast celebrates its first anniversary. Jul 03, 2019

Show notes

"We use the podcast to help bring stories of technology to the profession, how people are using them...and what those opportunities look like."

GBD65. This special 5-guest "Origins" episode marks our first anniversary as the latest AICPA & CIMA ENGAGE 2019 conference concludes in Las Vegas. Because our podcast launched at the last conference almost exactly a year ago, this is the perfect opportunity for a special episode to mark the first anniversary of our series. So we've done something extra special for the occasion, gathering the biggest number of guests we've ever had on a single show. Not only have they all been hosts in previous episodes, but all of them have also been pivotal in one way or another to the story of the Go Beyond project.

OUR GUESTS.

All members of the AICPA & CIMA global team, they are Jennifer Gardner, Zinaida Mahmutefendic, Kyle Hannan, and Mballa Mendouga. Penelope Brown, the originator of the series, hosts the conversation about the story of our podcast.

WE DISCUSS

* Where did the idea for the podcast come from?

* How did it start?

* What are our most popular topics?

* Where do people listen from?

* What the "Go Beyond Disruption" initiative actually is?

* What are the areas we focus on?

* What have we discovered about disruption over the last year?

* What will we be focusing on in the year ahead and how we're going to be reflecting it in our podcast?

And our subject matter experts make it all possible. Because it's our guests that make our podcasts so useful to our listeners, we'll be including a selection of excerpts from their interviews on the topic of disruption in the profession.

MORE ABOUT OUR PODCAST.

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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