FLP, the Finance Leadership Podcast

Latest Episodes:

GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness. Sep 30, 2021

Show notes

That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes.

Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness.

Talking Points.

Logistics
Telling people about what you do
Branding
Finding Clients
Legal Entities

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. He also hosts the Accountable podcast. Connect with him on LinkedIn.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

Explore GIG and Independent Contracting resources from the AICPA & CIMA
David's Small Business Adviser course on CIMAglobal.com
The UK Small Business Federation (FSB)
US Small Business Administration

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD171 RPA and Robots By Subscription. Sep 24, 2021

Show notes

"Your PROCESS AUTOMATIONS will soon be as important as the people you hire".

Hear from influential RPA expert and 'citizen automation evangelist' Dmitry Karpov, the co-founder and CIO of ElectroNeek. His San Francisco-based company is one of only five chosen to participate in 2021's startup accelerator programme sponsored by the AICPA and CPA.com.

Talking Points. In this episode, we discuss:

the future of automation is as a service, not a technology, business.
an MSP business model for this technology.
RPA, task-mining, what a 'bot' is, attended and unattended automation, human-in-the-loop and other terms.
common misconceptions and top questions about RPA.
what makes accountants and finance professionals so well-positioned to make good use of RPA.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Visit CPA.com/accelerator
Read more about the 2021 Startup Accelerator Programme.
Browse the 'Finance and Accounting' section of ElectroNeek's Bot Library,

Our Guest. Dmitry Karpov is co-founder and CIO of ElectroNeek. Connect with him on LinkedIn.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

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, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD170. How CFOs are transforming their finance teams for the digital world. Sep 16, 2021

Show notes

"Collectively, ALL of these changes are transforming finance professionals into digitally-effective finance business partners".

We look at how CFOs are transforming their finance teams for the digital world, and provide some new understandings of which past, present and future skills need to be fused together. We're joined by a returning guest, Aubrey Joachim FCMA CGMA MBA, who became the first CIMA President from outside the UK and Ireland.

Talking Points. In this episode, we discuss:

how finance professionals are becoming data-scientists,
the road ahead for emerging CFOs,
what the finance leaders of tomorrow need to be learning today,
resources and tools that CFOs could use to assess themselves and their teams, and understand how this applies to the digital world.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Agile Finance Revealed (article and research)
CIMA Future of Finance (web portal)
Reinventing Finance for A Digital World (white paper)
Go Beyond Disruption: The Future of Finance (resource page)
Consider attending Aubrey's forthcoming CIMA webinar on 'Reinventing Finance for a Digital World" (discount for CIMA members) on September 29th at 5.30pm IST / 12.30pm GMT.
See the key competencies for Finance Business Partnering (article on FM Magazine website)

Our Guest.

Based in Sydney, Australia, Aubrey Joachim FCMA CGMA MBA is a past President of CIMA and owner of Leading Edge Change.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD169. Management Accountant Insights from SE Asia Sep 10, 2021

Show notes

Finance leaders are cautiously OPTIMISTIC, despite SE Asia and Australasia Economies being impacted.

We often look at different regions of the world to put your finger on the pulse of what's on the minds of global finance professionals. This week we feature the audio version of a recent article on the Member Insights pages of cimaglobal.com. In it, CIMA's South East Asia Regional Advisory Panel reports that finance leaders are still cautiously optimistic. That's despite economies in SE Asia and Australasia being impacted through continuous lockdowns and a slow vaccination rollout.

The article is online here and was co-written by:

Andrew Harding, FCMA, CGMA, Chief Executive — MA (AICPA & CIMA)
Venkkat Ramanan FCMA, CGMA, Regional Vice President – Asia Pacific, (AICPA & CIMA)

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own. Aug 31, 2021

Show notes

A lot of folks are saying "I WANT to make that leap, I want to go out on my own".

Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own.

Talking Points.

Seeing a perceived need.
Willingness to risk everything and give up the safety of corporate life.
Building bridges rather than burning them.
Making plans for your exit & a business plan.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

"The Rise of the GIG Economy Finance Professional" (blog article on FM Magazine)
The US Small Business Administration
David's Small Business Adviser course on CIMAglobal.com
Explore GIG and Independent Contracting resources from the AICPA & CIMA

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FYI Our Short August Recess Aug 10, 2021

Show notes

"For the first time in three years, we're taking a Summer break"

It's Summer where we are so the Go Beyond Disruption podcast is taking a short August break. In the meantime, there are over 160 back-episodes to browse in our library.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo" Jul 31, 2021

Show notes

"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic"

Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo".

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

The Microsoft Work Trends Index
US Department of Labor JOLTS report for May 2021
AICPA Young CPA Network online article 'Itching to Quit"

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+ Jul 23, 2021

Show notes

"I am SO excited to be on my way to Vegas!"

In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests.

Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA's Accounting and Review Services Committee. In 2013, he was honoured by the Society with their Distinguished Service Award.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Explore the Practitioners and Tech+ (PST) track.
Find out about ENGAGE 2021, including how to register and attend either in person or online.
Explore other global conferences and events from AICPA & CIMA.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to. Jul 13, 2021

Show notes

"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world."

At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences.

Talking Points. These are some of the topics we discuss in this episode.

What to expect from ENGAGE 2021 and how to be part of it, either in person in Las Vegas or online via the virtual ticket.
Other global conferences, including the recent debut of ENGAGE EUROPE.
The Association's wide-ranging and future-focused programme of conferences and events for the global profession.
How organisers changed and redefined events in the face of the challenges brought on by the global coronavirus pandemic
Ways that AICPA & CIMA continued to offer value and deliver success to professional attendees in new ways.
Developments and innovations that helped redefine and reimagine future events.

Our Guest. Todd Helton is AICPA & CIMA's Senior Director of Meetings & Conferences. He leads in strategic direction and budget planning for the Association's conferences, global events, professional development workshops and meetings, and webcast teams. His team of 25 annually produces around 35 global and national in-person conferences, 30 online conferences and 100 training courses. Connect with him via Linkedin here.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Find out about ENGAGE 2021, including how to register and attend either in person or online.
Discover the Goats of Anarchy.
Explore other global conferences and events from AICPA & CIMA.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD164. In case you missed them... Jun 30, 2021

Show notes

"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening".

Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas.

That's why all this month we've been marking the occasion with a series of bite-sized weekend episodes, inviting you to record a quick voice message about when, where, how and why you listen to this podcast.

Now on the last day of that month, June 2021, we've made it easier for you to share your opinion via your keyboard instead.

There are two ways to access it. Share your opinions here, visit the URL https://forms.office.com/r/DDU7DrERFX, or scan this QR code with your phone.

If your podcast app doesn't display the code, just paste this URL into your browser and hit 'enter'.

https://forms.office.com/r/DDU7DrERFX

Your opinion's really important and it'll take just a minute or two to tell us what you'd like to hear more of in future.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. Email us here.

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