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Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She discusses the importance of technology integration, lessons learned from her career journey, and strategies implemented to create a supportive and inclusive workplace. Carla also touches on her work with the AICPA, the future of the accounting profession, and the challenges and rewards of leading through change.
Carla McCall, CPA, CGMA, managing partner of the firm AAFCPAs, began her one-year term as AICPA chair in May. In this JofA podcast episode, she said that “whirlwind” was a good description of the first few months in the role, “but in a good way.” “If you truly love what you do, somehow it doesn't seem so arduous and it goes by real quick,” McCall said, labeling interactions with numerous people in the profession as “rewarding.” In this episode, McCall reflects on what she's learned about herself, why her firm has benefited from her “front-row seat,” and her message to accountants about doing their part to grow the talent pipeline. Resources n McCall's June 2023 appearance on the show n More about McCall's points of emphasis as AICPA chair and AICPA & CIMA co-chair
In this episode of the Small Firm Philosophy podcast, Ingrid Goldbloom-Bloch, Director of Career Development and Engagement at AAFCPAs, talks with PCPS manager Erin Hartman to share how her firm is making waves and doing things differently in the profession. When Ingrid joined AAFCPA, she was tasked with elevating the people and culture pillars of the firms strategic plan. Ingrid's day to day focus is to uncover challenges that get in the way of teams feeling happy, engaged, and productive at work. It is this work, and how it transformed AAFCPAs business model, that Ingrid and Erin discuss in detail. SFP is produced by AICPA & CIMA's firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA. For more on the series, check out the Transforming Your Business Model landing page.
Carla McCall, CPA, CGMA, was a prominent speaker at AICPA & CIMA ENGAGE 2023 for good reason. On this episode of the Journal of Accountancy podcast, McCall, recently named AICPA vice chair, discusses her career path and interest in volunteering while also serving as managing partner of the firm AAFCPAs. McCall shares some of the key traits of leaders, what her firm is doing to address capacity issues, and one aspect of feedback that she considers difficult. What you'll learn from this episode: · An overview of McCall's career in public accounting. · Why gaining an outside perspective has helped McCall and her firm. · How she has learned to delegate responsibilities over the years. · An obstacle McCall faced regarding mentorship early in her career. · What she looks forward to in her role as AICPA vice chair.
Topics DC and profession developments Technical updates Practitioner discussion on planning for the busy tax season Speakers Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP-Firm Services, AICPA Mark Peterson, EVP-Advocacy, AICPA Carla McCall, Managing Partner, AAFCPAs
Public Charter Schools have unique governance concerns and financial audit obligations. In this episode, we are joined by Matt Plain of Barton Gilman and Matthew McGinnis of AAFCPAs to dig deeper into this topic and provide considerations for Public Charter Schools.
Personal Financial Health Check - Carmen Grinkis by AAFCPAs
Nonprofit Tax Update - Josh England by AAFCPAs
Eye On Cyber - Jumes, Kontoglis by AAFCPAs
Employee Benefit Health Check - Davide Villani by AAFCPAs
Donor Advised Funds - Jonathan Bloom by AAFCPAs
Continuous Improvement Of The Finance Function - Kelley, Ripianzi, Leet by AAFCPAs
Anticipating The Fraudster - John Buckley by AAFCPAs
Accounting Standards Update - Leases (ASU 2016-02, Topic 842) by AAFCPAs
Accounting Standards Update - Presentation of Financial Statements of Not-for-Profit Entities by AAFCPAs
If you are in marketing and business development, you are probably familiar with KPI (Key Performance Indicators), but which KPIs should business developers measure? In this episode Patrick J. Huegel, Marketing Manager for AAFCPAs, interviews Jason Jobgen, Director and Business Developer at BKD CPAs. “If you are a 100% dedicated business developer, the most important thing you should be measuring is revenue.”
In this episode, Patrick J. Huegel, Marketing Manager at AAFCPAs, interviews Jennifer Hamberger, Chief Marketing Officer, Freed Maxick CPAs, P.C. Together, they address an all to familiar topic of launching something new and discuss ways to approach the important topic.
Patrick J. Huegel, Marketing Manager for AAFCPAs interviews Lee Frederiksen, Ph.D., Managing Partner at Hinge. In this episode, Lee and Patrick discuss how marketing spending in the accounting industry is changing. This is a great episode with lots of great information and wisdom from Lee Frederiksen.
Tax Laws Affect Charitable Contributions by AAFCPAs
AAFCPAs 2017 IT Security Update by AAFCPAs
Fiduciary responsibilities for plan sponsors by AAFCPAs
Dashboarding & KPIs for Nonprofits by AAFCPAs
Martha Coakley is former Massachusetts Attorney General and current of counsel in Foley Hoag's Litigation Department. In this insightful keynote, Attorney Coakley provides perspective and insight on the MA nonprofit regulatory landscape, including: coventuring, conflicts of interests, executive compensation, charitable solicitations online, and diversion of assets. She also offers her predictions for the future of the Commonwealth’s nonprofit sector. She answers specific case questions from audience members regarding issues that may be perceived as “thin ice” in the eyes of the Attorney General and in a court of public opinion.
Carla McCall, CPA Moderates - A panel of AAFCPAs partners and operations & finance executives from nonprofit clients provides practical advice and guidance from their first-hand experiences on managing risks, and shares exclusive insight into their organizations’ risk assessment and risk management programs. This is an educational podcast session recorded live from AAFCPAs Annual Nonprofit Educational Seminar on May 6th, 2016. Listen to the full audio at www.aafcpa.com/podcasts