FLP, the Finance Leadership Podcast

Latest Episodes:

GBD153 (Blockchain Miniseries #2 of 3) Bitcoin is Booming, and So Are the Taxes! Apr 08, 2021

Show notes

"Globally, cryptocurrency transactions is a new booming area and a lot of countries are shifting their attention ... to capture that revenue" "

CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Amy Miller, Senior Manager for Tax Policy and Advocacy at AICPA & CIMA. They explore the most recent advancements in regulatory changes as it relates to cryptocurrency, and how new tax provisions impact accounting firms. Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. This 3-part mini-series explores some of the latest advances with leading subject matter experts, specially recorded in the run-up to our annual Blockchain Symposium.

Resources. Use these links to find out more about this topic or access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app).

The Voices. Connect with the people behind the conversation.

Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the business and technology arm of AICPA & CIMA.
Amy Wang Miller is a member of the American Institute of CPA's (AICPA) Tax Policy & Advocacy Team whose mission is to serve the public interest by assisting AICPA members to be the most trusted professional providers of tax services, and by advocating sound tax policy and effective administration.

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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. Add your comments below, or email us here.

GBD152. (Blockchain Miniseries #1 of 3) The Highs and Lows of Crypto Tax. Mar 31, 2021

Show notes

"Bitcoin is the 'Kleenex' of cryptocurrency - the one that people hear about on the news - but it's just a gateway."

Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. We explore some of the latest advancements in this three-part series with leading subject matter experts. Part 1 outlines the complexities and best practices of crypto asset management. In the run-up to our annual Blockchain Symposium, CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Lukka CEO Robert Materazzi.

Talking Points. These are some of the issues and topics we cover in our conversation.

Bitcoin recently hit an all-time high of over $61k. What is going on right now to cause the surge?
How to talk about volatility.
What are regulators in the US as well as abroad doing to account for this?
What is the driving force behind what's made crypto so complex today?

Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app).

The Voices. Connect with the people behind the conversation.

Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the technical arm of AICPA & CIMA. CPA.com has formed a strategic alliance with Lukka to deliver crypto asset solutions to firms.
Robert Materazzi is CEO of Lukka, a New York-based crypto asset software and data solutions provider which built the world's first commercial virtual currency tax-calculator. Lukka partnered with CPA.com to develop 'LukkaTax for Professionals' – a virtual currency tax preparation tool built specifically for accountants.

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 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.

GBD151. CMMC, the new Cybersecurity Maturity Model Certification (March Technology Advisory) Mar 25, 2021

Show notes

"Now there's an ENFORCEABLE means to make sure that these suppliers are being assessed..."

Guest-hosted by Steve Ursillo with Troy Fine and Matt Gilbert, this conversation is a good start to understanding CMMC, a complex and increasingly crucial component of top-level cybersecurity. It's especially crucial for companies needing to support compliance in the US Department of Defence environment, which we'll cover in this forthcoming AICPA webinar.

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

Boost your security expertise; consider this April's CMMC Framework webinar (discounts for members available).
Download this free CMMC Level 3 Assessment Guide.
Find technology and cybersecurity resources on the AICPA Technology Hub.
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

The Voices. Connect with the people behind the conversation.

Based in Rhode Island, USA, returning guest host Steven Ursillo is Partner with Cherry Bekaert LLP
Washington-based Matt Gilbert is a principal in Baker Tilly's risk advisory practice. He leads their Cybersecurity Maturity Model Certification (CMMC) and Government Contractor IT Risk suite of services.
Troy Fine joined from Pittsburgh, USA. He is a SOC 2 Audit Expert and Cybersecurity Expert who manages the execution of information security and cybersecurity attestation engagements with CPA firm Schneider Downs.

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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.

GBD150. One year on: our Top Pandemic Episodes Mar 23, 2021

Show notes

"Things have never slowed down as much while CHANGE has never been so fast"

Today, 23rd of March 2021, was the date one year ago that we in the UK went into the first Corona virus lockdown. That's why our show notes contain links to two compilations of our most downloaded episodes relating to how businesses - and the professionals who run them - are remaining resilient and relevant. The first playlist focuses on disruption, the second on the pandemic.

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

Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.
Browse Coronavirus-related content on our new unified portal at Future.aicpa.org.

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.

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.

GBD149. International Women's Day 2021. What's Challenging Women In Our Profession. Mar 11, 2021

Show notes

"Women have accounted for nearly 56% of the workforce exits since the start of the pandemic... across all industries and all professions".

This IWD2021, we look through new research about the challenges facing women in the profession today with Shelly Frazier, a Senior Manager for AICPA & CIMA's Diversity & Inclusion team. Shelly is also staff liaison for the AICPA Women's Initiatives Executive Committee and will be appearing in the forthcoming March 23rd 'Forging The Path' webinar (AICPA & CIMA member discount applies).

Talking Points.

the effects of the pandemic that threaten the progress made by women,
the new challenges faced by professional women in the USA.
the additional barriers it creates that are unique to them.
choosing to challenge - or not.

Our Guest. Connect with Shelly Frazier via LinkedIn here.

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.

Explore this topic on future.aicpa.org.
See Shelly's blog post for IWD2021 here.
Read the "20 Most Powerful Women in Accounting" Report
Consider this 'Forging the Path' webinar (paid for).
See our IWD21 video.

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.

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.

GBD148. Data Automation and Your Business's 'No Code' Future. Mar 05, 2021

Show notes

"The key to a business's future is CREATIVITY, not coding".

How does a business move beyond spreadsheets while still using data more effectively? What cloud-integrated, process-automation tools can be built without needing any knowledge of code? This week's perspectives come from the city of Surat in India, from where we're joined by Rachit Khator, Founder of Stackby.com. Stackby is a collaborative database platform that helps non-technical people create and customize their own software.

Talking Points.

What an API actually is.
Ways a business could "unbundle" from spreadsheets.
Why the key to a business's future is creativity, not coding.
Some useful, common spreadsheet skills that will help leave spreadsheets behind.

Our Guest. Based in Surat, India, Rachit Khator holds dual Master's degrees and spent 4 years working in Venture Capital and Product Management for a large Fortune 500 in the USA. He's worked with over 15+ technology startups and, after years of dealing with multiple spreadsheets and applications, returned to India in 2018 to build Stackby.

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.

Explore this topic on future.aicpa.org.
Get templates on the Stackby website, join their new 'Maker' community which launches shortly, or invite people in the finance and accounting profession to start converting their own process-templates into future-ready templates. Sign up for free at www.stackby.com and use it for free forever.

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.

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.

GBD147. Agile Finance. Discover the Future By Disrupting The Present. Feb 26, 2021

Show notes

"The single pivot point we SHOULD be considering today is the disruption of the finance function in the digital era".

This week's episode is all about becoming an 'agile' accountant, and our guest is a man who knows all about agility in a fast-changing world. Aubrey Joachim FCMA CGMA MBA was the first CIMA President from outside the UK and Ireland. He discusses finance transformation, agile accounting and why he thinks it's time we dropped the word 'accountant' from our lexicon - because the word simply doesn't convey the scope and pivotal importance of today's professionals in the finance function. You might be interested in attending his March 12th 2021 webinar here.

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.

Consider Aubrey's webinars on Agile Finance
- Budgeting and Forecasting: The Shift from Traditional to Dynamic (February 26th 2021)
- Move from Annual Budgeting to Rolling Forecasts with Data and Analytics (March 12th 2021)
Download the "Agile Finance Revealed" research from Oracle and the AICPA & CIMA.
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

Our Guest.

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

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.

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.

GBD146. IT Logic. Why You Should Care. (February Technology Advisory) Feb 12, 2021

Show notes

"Data is the life blood of finance ...IT Logic is the set of rules to leverage and control that data."

Finance professionals need to be able to explain complex things to other people, so this conversation could really help. Kristen Hughes is Associate Director of Technology with the AICPA & CIMA. She is joined from Chicago by David Kovar, and from Virginia by Amanda Wilkie, one of this podcast's very first guests from back in mid-2018. Amanda and David are members of the Information, Management and Technology Advisory Committee of the AICPA.

Talking Points. This conversation touches on these and other topics and considerations:

Why you should care about IT Logic
What are its key components?
How to apply class-leading IT Logic solutions for your organisation and your clients.

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

Consider our "Fundamentals of IT Logic" webinar Mar 16, 2021 (discounts for members available).
Find technology and cybersecurity resources on the AICPA Technology Hub.
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

The Voices. Connect with the people behind the conversation.

Kristen Hughes is an Associate Director with Advisory Services and Credentialing at the Association of International Certified Professional Accountants. In addition, she leads the Information Management & Technology Assurance (IMTA) division of the AICPA. David Kovar leads and delivers strategic technology projects primarily for Corporate and Asset Management Tax departments and Accounting firms. His leadership experience includes serving as a Big 4 Partner, Chief Technology Strategist, Tax and Accounting Technology Leader, Innovation Leader, and Technology Officer. He is currently interim Chief Executive Officer for Tax Prodigy, a fast-growing corporate income tax technology company
Amanda Wilkie is a Consultant with Boomer Consulting. She has two decades of technology experience, with 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She is a recognized expert in the profession as a Lean Six Sigma Green Belt and Certified Blockchain Solution Architect.

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.

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.

GBD145. The Dynamic Duo of Smart Contracts & Blockchain Feb 06, 2021

Show notes

"ANYONE can use a smart contract, but it's going to be in the context of blockchain technology."

Accounting Professor Cory Campbell joins us from Indiana, USA, to discuss Smart Contracts and their dynamic connection with other leading technologies like blockchain and cybersecurity. Why do they matter to today's businesses? What are the elements of Smart Contract technology? And where does the vital role of the accountant fit into it all?

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.

Cory Campbell's blog article on 'Emerging Technologies in Accounting"
Download this free AICPA & CIMA report on "Blockchain Technology and Its Potential Impact on the Audit and Assurance Profession".
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

Our Guest.

Cory Campbell (CPA, CFE, CGMA, Ph.D.) is an assistant professor of accounting at Indiana State University. His teaching and research interests lie at the intersection between accounting and technology. He facilitates CPE workshops for the Indiana CPA Society on various emerging technologies and has been a subject matter expert for the AIPCA on blockchain technology.

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.

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.

GBD144. Business Partner Supply Chain Risk (Monthly Technology Advisory) Jan 28, 2021

Show notes

"We think of just the initial signing of a vendor to perform a service, but we don't do a good job of monitoring ...THEIR vendors"

Our first featured Technology Advisory episode of 2021 is hosted by Audrey Katcher of Rubin Brown LLC. She's joined by Torpey White of Wipfli LLC, and Mardhani (Danny) Wirapratama of Celestica Inc. They share definitions, actions plans and ways of framing practical discussions about managing risk in supply chains involving vendors, providers, and partners.

Talking Points. This conversation touches on these and other topics and considerations:

Business Partner Supply Chain Risks.
Definitions to frame the discussions.
Relevant risks today.
A recap of practical action plans.

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

Explore AICPA & CIMA resources on SOC for Supply Chain – Description Criteria, Backgrounder, Information for Management and Guides-
Hear this Vendor Risk Management Podcast from our archive.
Consider joining us for the "Redefining Supply Chain Risk Assessment" (upcoming webcast).
Read about Supply Chain Risk Management on McKinsey.com, and about Resilience in Global Supply Chains on the Boston Consulting Group website at BCG.com.
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

The Voices. Connect with the people behind the conversation.

Hosted by Audrey Katcher CPA, CISA, CITP. Based in St Louis, USA, Audrey is a Rubin Brown Business Advisory Partner and leads their IT Risk Services practices. She has over 20 years of public accounting experience in several industries.
Mardhani (Danny) Wirapratama is SAP senior FICO consultant at Celestica, Inc. Based in Toronto, Canada, he focuses on the IT integration of ERP and SEM systems.
Torpey White CPA, CITP, CISA, CGMA is based in Philadelphia, USA. He is a Partner in Wipfli LLP's risk advisory and forensic services practice, with more than 25 years of experience in public accounting and the private sector.

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.

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.

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