FLP, the Finance Leadership Podcast

Latest Episodes:

"Evaluate Before You Integrate" with Mike Whitmire, CFO of Floqast (Los Angeles, USA). GBD34 Jan 09, 2019

Show notes

"The future of accounting is in someone who understands guidance and all the rules, (with) the technical 'chops' and knowledge to APPLY that"

When accounting legislation changes, accounting businesses have to change as well. Our guest, Mike Whitmire, responded by disrupting a specific niche in the market, transforming his accounting operation by growing his team and developing innovative AI-driven software to help them keep to deadlines and stay on target as they expanded. Speaking from California, he talks to Kyle Hannan (AICPA & CIMA, London) and shares practical tips that many accounting businesses worldwide can benefit from. His own experience would help them remain resilient and attract the right staff as they accommodate the challenges of their own dynamic statutory environments.

TALKING POINTS

Blending innovative hiring practices with disruptive AI-driven software to optimise teams, the companies they work in and the clients they serve.
Practical steps to hire and retain the right people.
How to make a business report data faster because you understand it better.
Using tools which are available now and which will transform the way the accounting profession delivers even more value in the future.

OUR GUEST.

Founder and CEO of Los Angeles-based FloQast, Mike Whitmire has led the development of one of the first accounting workflow-management platforms in the US market. It's described as "Close-Management Software by accountants for accountants to help close the books faster and more accurately".

Mike previously worked as an auditor at EY (Ernst & Young) as well as Cornerstone OnDemand. He is a CPA, an AICPA educational speaker, and has a BS from the Whitman School of Management.

Connect with him at https://www.linkedin.com/in/michaelcwhitmire

MORE ABOUT OUR PODCAST.

YOUR COMMUNITY. Interviews with our international experts 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.

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* Connect with Mike Whitmire via LinkedIn at https://www.linkedin.com/in/michaelcwhitmire

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Building and Getting the Best from your Finance Team" with Duncan Brodie of Goals and Achievements (UK). GBD33 Jan 02, 2019

Show notes

""Finance teams are most effective when they've got a clear purpose: when they know WHY the team actually exists""

We begin 2019 with a guest who's an accountant and consultant coach by profession. Duncan Brodie, MD of Goals and Achievements Ltd, has worked with over 5 thousand professionals in the finance field. He tells Oliver Rowe (AICPA & CIMA, London, UK) about what he's learned helping sector professionals and organisations to develop their leadership, management and team-working skills.

TALKING POINTS

How the skillsets and qualities of teams and their members. have been transformed in the last few years.
Routes to the most appropriate and relevant certifications and qualifications.
The key drivers for successful finance teams.
Moving beyond the financial metrics.
The importance of hiring the right team members.
How a finance professional looks at what makes a company a 'great place to work'.
Defining purpose.
Understanding the bigger contribution being made to the organisation's success.

OUR GUEST.

Duncan Brodie is a CIMA Fellow, Certified Professional Coach and Team Coach Facilitator. He heads Goals and Achievements, a company he set up in 2006 after 25 years in accounting and consulting roles, working for large organisations including the NHS, a retail bank, PwC and EY. He then became Finance Director of a £160m NHS Trust where he led a team of 70 people.

He's worked with over 5 thousand accountants and professionals as a coach, mentor and trainer. His articles on EzineArticles have had towards 1 million views, his Udemy course on Presentation Skills has had over 11,000 enrolments, and he's also published 3 ebooks on Amazon.

Connect with him at https://uk.linkedin.com/in/duncanbrodie

MORE ABOUT OUR PODCAST.

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* Connect with Duncan Brodie at https://uk.linkedin.com/in/duncanbrodie

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"How Critical Thinking Builds Trust and Business Resilience" with Gillian Lees of AICPA & CIMA (London, UK). GBD32 Dec 26, 2018

Show notes

"Be really clear that you're trying to develop SOLUTIONS... as well as being aware of your own biases, your own motivations for challenging"

December's "Human Intelligence" theme concludes with a look at key changes in the field of critical thinking for corporate governance and Boards. Gillian Lees is a Research and Development Specialist in Corporate Governance and Risk-Management. She talks to Harry Domzalski (AICPA & CIMA, UK) about key changes in the field of critical thinking for corporate governance and how it can help company Boards build trust, improve risk-management and create a platform for future success in a changing business world.

TALKING POINTS

How to build trust in an environment where it can be easily undermined by technological and cultural failures.
The importance of the 'human factor' in corporate governance and decision-making.
The value of Critical Thinking and how it helps reach better outcomes as finance professionals further develop their roles as trusted business partners.
How to use a Business Model Framework alongside better Critical Thinking skills to identify 'pinch points" which highlight the most relevant questions to ask about your business internally and externally.

OUR GUEST.

Gillan Lees is a Senior Director with the AICPA & CIMA where she is a Research and Development Specialist in Corporate Governance and Risk-Management. She has written and presented widely, has been a guest lecturer at the London School of Economics, and has significant experience with C-suite engagement. See her LinkedIn profile here.

RESOURCES.

Download the Report: "Managing the Trust P&L: A Toolkit for Boards" .
Get this Free HI eBook. As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly.

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Download the Report: "Managing the Trust P&L: A Toolkit for Boards" at https://www.cgma.org/content/dam/cgma/resources/reports/downloadabledocuments/cgma-managing-trust-pl.pdf

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Unlocking new levels of human and organisational intelligence." with Dr. Alan Watkins of Complete Coherence (UK). GBD31 Dec 19, 2018

Show notes

"Leaders recognise that skills, knowledge and experience simply won't cut it anymore. They have to change HOW they know things, not just WHAT they know."

Another episode in our 'Human Intelligence' strand for December. While many see AI automation as a threat, there are many clear ways to protect and enhance the value that our profession offers. Three-times TED Talks presenter Dr. Alan Watkins offers challenging perspectives on Polymath Integrators and insights on how to avoid being a 1-dimensional leader in an increasingly 3-dimensional world.

Alan's also an author and international keynote speaker who's spent the last two decades helping CEOs 'bio-hack' themselves and, as a result, transform their organisations. from a foundation of deep compassion. Some people call this 'disruption' but he prefers to think about it as 'just doing the right thing".

FREE NEW 'HUMAN INTELLIGENCE' eBOOK.

As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly.

OUR GUEST:

Alan Watkins is founder and CEO of Complete Coherence. As an author and international keynote speaker, he's spent the last two decades helping CEOs 'bio-hack' themselves and, as a result, transform their organisations.

WE DISCUSS:

* how today's leader can get ahead of the competition.

* the threat of being a 1-dimensional leader in an increasingly 3-dimensional world.

* how to evaluate the ways leaders can develop themselves and measure the evolution of themselves and their teams.

* the conversion of learning into action that leads to development.

LINKS:

* Alan is founder and CEO of Complete Coherence

* CGMA Store resources which can help you understand How to be the most effective leader in your business

* Skills up with more from our website about AI & machine learning

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* How to be the most effective leader in your business - https://www.cgmastore.com/product/Executive-Effectiveness-How-to-Be-the-Most-Effective-Leader-in-Your-Business

* AI & machine learning - https://www.cgmastore.com/product/ai-machine-learning

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Humans Need Humans" with Heather Wright of Advance Performance (Preston, UK). GBD30 Dec 12, 2018

Show notes

"Creative accounting might be frowned upon but creative thinking - innovation - is not. Creativity is a muscle in the brain and requires exercise".

Your December podcasts are inspired by our "Human Intelligence"-themed work around the world. This episode features Heather Wright, an international facilitator 20 years into a mission to learn as much as she can about the psychology of influence over our own thinking as well as with those around us. She tells AICPA & CIMA's Samantha Louis, VP for International Advocacy, how we can use it to everyone's advantage, to convert it to usable, teachable material that changes the lives of others.

FREE NEW 'HUMAN INTELLIGENCE' eBOOK.

OUR GUEST:

Heather is Director of Advance Performance, a UK-based company she set up 20 years ago. She is an inspirational speaker and facilitator delivering speeches and workshops to public services and large multinational companies in the UK, Europe, Central America and Australia. A keen sportswoman, she is on a mission to help people understand and use positive behavioural change to transform what we do and how we work - for the better.

WE DISCUSS:

Starting simply with the routines we already have.
Ways to use those routines to achieve better outcomes.
Approaches to using technology more appropriately as a 'booster', to direct us rather than distract us.
How to exercise our 'creativity and innovation' muscles.
The positive power of 'what if'.
What teams can do to foster this as an asset inside their organisations.

RESOURCES

Heather Wright's company, Advance Performance

CGMA Store "Lead like a legend: how to master your influence"
CGMA Store "MBA Express: creativity and innovation"

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Find out more about Heather Wright at https://www.advance-performance.co.uk/people/heather-wright/

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"The Difference is YOU" with Dexter Moscow of Audience Dynamics (London, UK). GBD29 Dec 05, 2018

Show notes

"We could communicate by email but the pendulum is swinging back. People want face-to-face communication"

Our "Human Intelligence" work inspires our December episodes and our guest for the first of them is Dexter Moscow. He shares his depth of insight into how professionals and their teams can rise above the hum of the tech to positively impact and motivate others. Dexter talks to AICPA & CIMA (UK)'s Kyle Hannan about why he loves seeing the lightbulb come on when people finally 'just get it'.

OUR GUEST:

Author, speaker, and business-influence coach Dexter Moscow has worked closely with Lego, has been QVC's Chief Guest Trainer for the last 16 years, and currently consults with one of the biggest accounting organisations there is. Author of new book "The Moscow Method", Dexter works via audiencedynamics.co.uk

WE DISCUSS:

the disruptions caused by the cutting out of the 'middle-man" in this new age of disintermediation.
What it "disintermediation"?
The 3Es +1 formula for building positive, personal impact.
The 4 elements of influential presentations.
How to create trust by understanding the individual.
How to welcome the risks and the rewards of stepping outside of the 'professional gloss'.

WE MENTION:

The seminal and influential book by Dale Carnegie "How to Win Friends and Influence People".
Simon Sinek "Start With Why"
TED Talks .
Dexter's book "The Moscow Method".

FREE NEW 'HUMAN INTELLIGENCE' eBOOK.

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Find out more about Dexter at www.audiencedynamics.co.uk

* Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption

* Also available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"Why RPA Is For Everyone" with author Rob King of RPA Academy (Rochester, UK). GBD28 Nov 28, 2018

Show notes

"There is now an RPA solution for everyone's needs. The barriers have dropped. You can start from free. Money isn't an issue."

We conclude our November 2018 focus on Robotic Process Automation by talking to RPA expert and author Rob King. He shares his insights based on over 25 years experience as a lean business process and efficiency innovator, a 6 Sigma trainer and Master BlackBelt.

ABOUT OUR GUEST:

Through his UK-based company Wzard Innovations, he's not only a widely respected Robotic Process Automation (RPA) expert but has recently become an author of new book "Digital Workforce". Rob also works extensively with the RPA Academy.

WE DISCUSS:

Why RPA = US$3billion...and growing.
Jargon-Busting: what's "robotics" got to do with it all?
The scale of the opportunities ahead for the accounting and finance profession.
What does it practically mean for a business, hands-on?
Why is it actually a good idea?
What are some practical steps to get started with RPA?

RESOURCES WE MENTION:

Find out more about Rob on LinkedIn
Skill up with RPA Learning Resources on our AICPA Store and the CGMA Store

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html.

* Find out more about Rob on LinkedIn at https://www.linkedin.com/in/rob-king/

* Skill up with RPA Learning Resources on our AICPA Store at https://certificates.aicpastore.com/certificate-programs/robotic-process-automation

* Also available via the CGMA Store at https://www.cgmastore.com/search/rpa?page=1&perPage=10&sortBy=mostRecent

"Your Life, Your Terms" with executive coach Regan Walsh (Columbus, USA). GBD27 Nov 21, 2018

Show notes

"Get really clear about how you want to spend your time. Don't get roped in to attending every holiday party if you don't want to".

Not only is it Thanksgiving but it's the end of Q4, finance professionals are closing off the year's sales gaps, new budgets are being set while unspent budgets are being used as quickly as possible – plus there are the school and Christmas/New Year breaks to deal with. That's why our guest has plenty to say about how we can all start to put OURSELVES first and reclaim our lives.

ABOUT OUR GUEST:

As the USA downs tools for their annual Thanksgiving holiday, our subject matter expert is Regan Walsh, an executive and life coach who's been featured in Harvard Business Review, Forbes and Fast Company. Regan advises professionals overwhelmed by their overtime and underwhelmed by their downtime. She talks to Jennifer Gardner (AICPA & CIMA, USA) about the practical steps to "shed the shoulds" at what can be a really stressful time of year.

RESOURCES WE MENTION:

The Life Wheel
Regan Walsh on Forbes.com and at www.reganwalsh.com
The AICPA resource page on Work/Life Balance.
CIMA Master Course on Workload Management for Busy Finance Professionals (London, 2018 and 2019)

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* Project Homepage is https://www.aicpa-cima.com/disruption.html.

* AICPA Store is https://www.aicpastore.com/gobeyonddisruption

* CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

The Rise of the Future Millennial CFO. Nov 16, 2018

Show notes

The first of our occasional "Friday Focus" episodes coincides with our current series of Finance Transformation conferences being held in mid-November 2018 in New York, London and Johannesburg.

Alvin Liew presents at the Johannesburg conference and brings a global perspective to this expanding market. He talks to Andy Harris (AICPA & CIMA, UK) about the qualities, traits, and professional opportunities that today's millennials will factor in on their journeys to becoming tomorrow's CFOs.

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* Project Homepage is https://www.aicpa-cima.com/disruption.html.

* AICPA Store is https://www.aicpastore.com/gobeyonddisruption

* CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"Do Finance People REALLY Need Soft Skills?" With Development and Innovation Specialist Peter Simons (London,UK) GBD26 Nov 14, 2018

Show notes

"Maybe there's a missing link...Analysis alone won't suffice."

Our subject matter expert this week is CIMA member Peter Simons. He talks to Kyle Hannan (AICPA & CIMA, UK) about emotional intelligence, soft skills, competition, lean process, influence and insight, and the importance of management accounting as an 'engaged' profession.

OUR GUEST:

A Development and Innovation Specialist with AICPA & CIMA (UK), Peter has a Finance MBA and a long track record of innovative and illuminating research that explores the future of finance.

RESOURCES:

Explore leading research and reports on these topics by visiting CGMA.ORG and clicking on 'reports'.
Contact Peter and the research team by emailing finance.research@aicpa-cima.com.

== MORE ABOUT OUR PODCAST ==

DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player.

TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."

===CAN'T SEE THE LINKS? TRY THESE===

* Project Homepage is https://www.aicpa-cima.com/disruption.html.

* AICPA Store is https://www.aicpastore.com/gobeyonddisruption

* CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes