Podcasts about aicpa engage

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Best podcasts about aicpa engage

Latest podcast episodes about aicpa engage

CPA Trendlines Podcasts
Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers

CPA Trendlines Podcasts

Play Episode Listen Later Jun 28, 2025 23:28


"We've got a real problem. And no easy fix."Accounting InfluencersWith Rob BrownThe accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms. MORE Accounting Influencers with Rob Brown Johnston, who has advised thousands of firms across four decades, shares what he's hearing behind closed doors at events like AICPA ENGAGE. From AI hysteria to private equity overreach, the most alarming trend is clear: “We're seeing the erosion of what made accounting firms trusted advisors in the first place.”According to Johnston, the most disturbing trend is the hollowing out of accounting technology products. As private equity and public companies consolidate the market, product quality is dropping, support is slower, and innovation is stagnating.

Cloud Accounting Podcast
AICPA Doesn't Care If PCAOB Goes Away

Cloud Accounting Podcast

Play Episode Listen Later Jun 19, 2025 57:57


What happens when venture capitalists spend billions on AI but need customers to buy it? In this episode, Blake and David explore how investment firms are now purchasing accounting firms to force-feed AI adoption, comparing it to Pepsi buying restaurants to sell more soda. They also dig into the massive gap between AI promises and reality, questioning bold claims that 80% of tax prep is now automated while basic bookkeeping tools still make obvious errors. You'll learn about the AICPA's surprising neutrality on eliminating the PCAOB, Billy Long's confirmation as IRS commissioner despite his controversial past, and why accountant optimism has plummeted 58 points in just four months. Plus, discover how Miley Cyrus hid drug purchases from her accountant and why audit reports get downloaded only 30 times despite millions of investors.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relay Keeper - http://accountingpodcast.promo/keeperPayhawk - http://accountingpodcast.promo/payhawkChapters(00:57) - Updates from AICPA Engage (01:45) - AI in Accounting: Hype vs Reality (03:38) - The Future of the PCAOB (13:52) - The Role of Technology in Accounting (29:15) - Miley Cyrus' Financial Deception (29:56) - Miley Cyrus' Vintage Clothing Purchases (30:32) - Accountant's Responsibility in Client Purchases (32:11) - Billy Long Confirmed as IRS Commissioner (33:03) - Controversial Tribal Tax Credits (36:51) - Elon Musk's Opposition to the Big Beautiful Bill (46:06) - Accounting Firms' Optimism and AI Adoption (49:29) - Conclusion and Sponsor Messages  Show NotesCPAacademy 2025 AI and Accounting Report https://www.cpaacademy.org/resources/ai-accounting-report-2025How to Reimagine Audit Quality Beyond the PCAOB https://www.cpajournal.com/2025/01/15/reimagining-audit-quality-beyond-pcaob/Inflow Survey: 70% of US Businesses Open to Switching Audit Firms https://www.inflowaudit.com/resources/audit-firm-switching-survey-2025Gian Porzio LinkedIn Post on Tribal Tax Credit Investigation https://www.linkedin.com/posts/gianporzio_tribal-tax-credits-investigation-billy-longEconomist-YouGov Poll on Big Beautiful Bill Public Opinion https://www.economist.com/graphic-detail/2025/06/13/americans-support-musk-criticism-trump-tax-billCBO Analysis of Big Beautiful Bill Wealth Transfer Effects https://www.cbo.gov/publication/61234Avalara 2025 Accountants Confidence Report https://www.avalara.com/us/en/resources/reports/2025-accountants-confidence-report.htmlCenter for Audit Quality Audit Partner Pulse Survey https://www.thecaq.org/audit-partner-pulse-survey-2025European Business Travel to US Drops 25% in April https://www.businesstravelnews.com/Management/European-Business-Travel-US-Drops-Tariff-ConcernsXero 2025 State of the Industry Report https://www.xero.com/us/resources/small-business-insights/state-of-industry-report-2025/Indiana CPA Society Survey on Firm Headcount Predictions https://www.incpas.org/resources/surveys/firm-headcount-predictions-2025BDO $1 Billion AI Strategy Investment Announcement https://www.bdo.com/insights/business-financial-advisory/technology/bdo-ai-strategy-investmentRSM $1 Billion AI Investment Plan https://rsmus.com/insights/rsm-ai-investment-strategy-2025Create Professional Alliance CPA $500 Million Investment Plan https://www.createprofessionalalliance.com/investment-strategyThrive Capital $1 Billion OpenAI Investment Details https://www.techcrunch.com/2024/08/15/thrive-capital-openai-investment-billionGeneral Catalyst Accrual AI Startup and Accounting Firm Acquisitions https://www.generalcatalyst.com/portfolio/accrual-ai-accounting-vertical-integrationNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cl...

Sons of CPAs
229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)

Sons of CPAs

Play Episode Listen Later Oct 13, 2024 32:22


Episode 229 FACULTY: Ashley Francis, CPA CLASS: #Shoperations In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors. Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!

Shares
Episode 11: Retirement Income Strategy Smackdown

Shares

Play Episode Listen Later Jul 15, 2024 22:10


In this episode recorded on the floor of AICPA Engage 2024, host Michael Finke, PhD, CFP® welcomes fellow College professor and former podcast co-host David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® to the hot seat for a discussion on one of their favorite topics: comparing what's good and bad about various retirement income planning strategies. Listen as they explore the differences between fixed and flexible approaches, and the best ways to address risks. Find all episodes at TheAmericanCollege.edu/Shares.

Shares
Episode 10: The AICPA Engage Tax Planning Road Show

Shares

Play Episode Listen Later Jul 1, 2024 18:56


In this episode recorded on the floor of AICPA Engage 2024, Michael Finke, PhD, CFP® engages thought leaders and financial professionals in attendance to discuss the impact of The College's upcoming Tax Planning Certified Professional™ (TPCP™) Program. He talks specifics about the content of the program and dives deeper into the value of specialized tax planning knowledge for advisors in all areas of financial services. Find all episodes at TheAmericanCollege.edu/Shares.

Cloud Accounting Podcast
Will Intuit Go Red in the 2024 Election?

Cloud Accounting Podcast

Play Episode Listen Later Jun 13, 2024 65:25


Blake and David get brutally honest about why pricey accounting conferences are a no-go and how the industry sidelines neurodivergent professionals. You'll also get a rundown of the rebranded Intuit Connect event's new direction, the political firestorm around IRS Direct File, and a Google Sheets update that will blow your mind. From the mailbag, don't miss one reader's incredible story of passing the CPA exam in record time and our take on why firms need to rethink degree requirements. Plus, we offer real-talk advice for starting your ownbookkeeping biz and take shots at the infamous 150-hour rule.SponsorsOnPay - http://accountingpodcast.promo/onpay Relay - http://accountingpodcast.promo/relayMakers Hub - http://accountingpodcast.promo/makershubChapters(01:02) - David Has FOMO (03:50) - The Cost of AICPA Engage (07:11) - ADHD and Conferences (16:39) - Community Engagement and Comments (21:23) - Intuit Connect Announcement & Going After the Mid-Market (28:54) - Future of Accounting with AI (32:59) - AI Agents Replacing Human Labor (34:07) - Preparing for a Future in Accounting (35:06) - The Value of Practical Experience (36:52) - Listener Feedback and Community Engagement (39:14) - Intuit and IRS Direct File Controversy (48:20) - Google Sheets' New Conditional Notifications (51:11) - Listener Mailbag: Unique Paths to CPA (55:28) - Earning Your Accounting Degree Quick! (59:13) - The Debate on College Degrees and Signaling (01:04:29) - Closing Remarks and Thanks for Listening  Show NotesHouse GOP proposes IRS funding cuts, defunding free tax filing ...Intuit Connect 2024 - Formerly QuickBooks ConnectGoogle Sheets' new ‘conditional notifications' easily keep track of small changes - The VergeNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Accounting Influencers
Why Accounting Firms Lose Independence: Randy Johnston

Accounting Influencers

Play Episode Listen Later Aug 14, 2023 37:44


Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In the latest episode of the Accounting Influencers Podcast, Randy Johnston shares insights from his experience at AICPA Engage. The event was abuzz with discussions around artificial intelligence (AI), with several major players in attendance. Randy highlights the significance of the event, including the 40 under 40 influencer meeting and the recognition of the most powerful women in accounting. He mentions engaging conversations with CEOs and CTOs, delving into product strategies and insights. Over the years, the focus of the event has shifted from low-level technology to management strategy, reflecting the fast-paced changes in the industry. Randy also addresses concerns about independence in the profession, undisclosed relationships, and the impact of private equity acquisitions on operations and support. He emphasizes the importance of independent advisors and the need for transparency in the industry.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioRandy Johnson is a seasoned finance and accounting professional with an impressive 20 years of experience in the field. With a strong background in credit and collections spanning 10 years, Randy has honed his skills in effectively managing financial transactions and mitigating risks. For the past decade, Randy has focused on accounting, taking on diverse projects and assignments as a Salaried Professional consultant for Robert Half, Inc. Throughout this time, Randy has gained valuable expertise in various accounting areas, including sales and use tax, property tax, Sarbanes-Oxley auditing, and general ledger accounting. With a comprehensive understanding of financial processes and regulations, Randy brings a wealth of knowledge to his roles and consistently delivers accurate and reliable results.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Sons of CPAs
The Cluetrain Manifesto Accounting Podcast Conversation (feat. David Leary) | #GuidePosts

Sons of CPAs

Play Episode Listen Later Jul 3, 2023 42:35


Season 4 Episode 87 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services  FACULTY: David Leary CLASS: #GuidePosts TITLE: The Cluetrain Manifesto Accounting Podcast Conversation In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews David Leary of the Cloud Accounting Podcast and delves into the Clue Train Manifesto, the power of decentralized education and communication, and the desire for human connection over corporate entities. Exploring the Clue Train Manifesto and its significance in the digital landscape. Reflecting on the early days of the internet and the emergence of the manifesto. Recognizing the transformative power of the internet in facilitating decentralized education and communication. Discussing how online communities and platforms like YouTube have enabled individuals to bypass traditional corporate channels. Emphasizing the human connection aspect, where people prefer interacting with individuals rather than faceless companies. Highlighting the fear companies have in engaging with the market and the importance of building communities to address concerns. Learning from the failure of Southwest Airlines as an example of the consequences of not adapting to market demands. Stressing the need for accountants to engage in meaningful conversations with their clients. Acknowledging that without embracing change, others will seize the market opportunity. Encouraging individuals to wake up, take action, and not wait for opportunities to come their way. Shout Outs: George Constanza, Blake Oliver, Cluetrain Manifesto, Xero, Intuit, Lean Startup, AICPA Engage, Earmark, QuickFee --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Sons of CPAs
Let Your Vision Guide Your Mission on Purpose (feat. Joe Woodard) | #GuidePosts

Sons of CPAs

Play Episode Listen Later Jun 26, 2023 46:42


Season 4 Episode 84 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose  In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting field. The early days of cloud technology and Joe's experience in starting a consulting practice. Origin stories and development of QuickBooks Connect and Scaling New Heights conferences. Joe's role as a certified professional for Intuit and his contributions to the industry. The purpose and significance of Scaling New Heights as an event for accounting professionals. The dynamics and competition between Xero and Intuit in the accounting software market. Comparing the approaches of AICPA Engage and Scaling New Heights. Reflection on the relevance and necessity of the CPA license in the modern accounting landscape. The importance of differentiation in building a successful accounting practice. Defining and aligning purpose and vision to drive growth and success. The role of personal branding and using one's name as a business identity. Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations. Shout Outs: Dave Barrett, Expensify, Doug Slater, Scaling New Heights, SleeterCon, QuickBooks Connect, Intuit, Xero, Rod Drury, AccountX, Engage, Simon Sinek, Jack Sergeant --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Cloud Accounting Podcast
AICPA Engage Recap | Intuit launches GenOS | PwC scandal in Australia

Cloud Accounting Podcast

Play Episode Listen Later Jun 14, 2023 67:18


We're back from the AICPA Engage conference sharing takeaways. Also, we're talking about all the latest generative AI developments in accounting, plus the recent PwC scandal in Australia.SponsorsLiveFlow - https://cloudaccountingpodcast.promo/liveflowZoho - https://cloudaccountingpodcast.promo/zoho Helcim - https://cloudaccountingpodcast.promo/helcimChapters (00:00) - PREVIEW: The PwC scandal (00:46) - Blake and David are back from AICPA Engage (02:08) - Blake shares his mom's tax return horror story (10:13) - Thoughts on the AICPA's 100th Town Hall podcast episode (16:10) - How can AICPA grow Engage to be an even bigger event (21:03) - It was great to see everyone at AICPA Engage (27:11) - Advanced Auto Parts misses 10-Q deadline because they couldn't staff position (30:37) - Accounting firms are getting sued for improper ERC returns (35:31) - Checking in on the live chat (37:31) - Intuit's AI announcement (43:33) - CPA.com announces their own generative AI initiative (44:50) - Spreadsheet company Equals launches AI Assist (45:29) - ChatGPT makes up court cases in federal briefing (47:59) - Ikea buys warehouse management SaaS company (48:58) - Google DeepMind can create its own algorithms (51:23) - Crypto scams are 5x more costly than other cyber crimes (52:09) - Let's talk about PwC Australia (01:01:25) - Wrap up and where to reach Blake and David Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesGoogle DeepMind's game-playing AI just found another way to make code faster | MIT Technology Review              https://www.technologyreview.com/2023/06/07/1074184/google-deepmind-game-ai-alphadev-algorithm-code-faster/ Crypto scams five times as costly as other cybercrimes says study | Accounting Todayhttps://www.accountingtoday.com/news/crypto-scams-five-times-as-costly-as-other-cybercrimes-says-study A Man Sued Avianca Airline. His Lawyer Used ChatGPT. - The New York Timeshttps://www.nytimes.com/2023/05/27/nyregion/avianca-airline-lawsuit-chatgpt.html?smid=nytcore-ios-share&referringSource=articleShareEquals Launches the First Native AI Assistant for Spreadsheetshttps://www.newswire.com/news/equals-launches-the-first-native-ai-assistant-for-spreadsheets-22045667 Intuit introduces proprietary large language models for fintech with GenOShttps://cointelegraph.com/news/intuit-introduces-proprietary-large-language-models-for-fintech-with-genos Intuit (INTU) Introduces Generative AI Operating Systemhttps://www.zacks.com/stock/news/2105195/intuit-intu-introduces-generative-ai-operating-system?cid=CS-ZC-FT-analyst_blog|company_news_tech_sector-2105195 Intuit Unveils Generative AI Operating System and Finance LLMs for TurboTax, Credit Karma, QuickBooks, and Mailchimp Developers    https://voicebot.ai/2023/06/07/intuit-unveils-generative-ai-operating-system-and-finance-llms-for-turbotax-credit-karma-quickbooks-and-mailchimp-developers/ Intuit Introduces Generative AI Operating System with Custom Trained Financial Large Language Modelshttps://financialpost.com/pmn/business-wire-news-releases-pmn/intuit-introduces-generative-ai-operating-system-with-custom-trained-financial-large-language-models Intuit Launches GenOS: AI Operating System for Financial Datahttps://medium.com/@cryptomarket06/intuit-launches-genos-ai-operating-system-for-financial-data-6bf8f161ef3a IKEA Parent Ingka Acquires Supply Chain Software Solutions Provider Made4nethttps://www.pymnts.com/news/retail/2023/ikea-parent-ingka-acquires-supply-chain-software-solutions-provider-made4net/ Landscaping Business Sues Accounting Firm Over Alleged COVID ...https://www.law.com/dailyreportonline/2023/05/30/landscaping-business-sues-accounting-firm-over-alleged-covid-19-scheme/ Intuit Expert BrandVoice: How Intuit Is Leveraging AI To Catapult The Role Of Tax And Bookkeeping Experts To Deliver Confidence Inspiring Customer Experiences           https://www.forbes.com/sites/intuit-expert/2023/05/23/how-intuit-is-leveraging-ai-to-catapult-the-role-of-tax-and-bookkeeping-experts-to-deliver-confidence-inspiring-customer-experiences/  Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/Future Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Benchmark Growth - https://marketingforaccountingfirms.com/mastermind/Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity

Cloud Accounting Podcast

Play Episode Listen Later Jun 1, 2023 67:53


Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more!SponsorsLiveFlow - https://cloudaccountingpodcast.promo/liveflowTech Guru - https://cloudaccountingpodcast.promo/techguruClient Hub - https://cloudaccountingpodcast.promo/clienthubChapters (00:00) - IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity (00:52) - Welcome to the show (04:52) - Potential debt-ceiling deal cuts IRS funding by $10 billion (07:38) - Chat GPT made workers 37% faster at completing tasks (11:44) - Accounting Today has ChatGPT retake the CPA exam (16:36) - Number of people taking accountancy exams drops to lowest level in 17 years (19:23) - WSJ article on the accounting industry's low starting pay problem (23:35) - The AICPA's 12-point plan to solve the accountant shortage (35:13) - Thetab.com article on why grads are ditching jobs at Big Four firms (38:13) - Update on the IRS's Free File tax system (41:18) - Let's talk about the Intuit earnings call (46:38) - Sage had their earnings call (48:43) - Ramp announces "Ramp Intelligence" (53:31) - Employee satisfaction reached an all-time high last year (55:33) - Gen Z employees would change jobs for better tech (01:01:34) - Wrap up and where to reach us. See you at AICPA Engage! Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesNew MIT Research Shows Spectacular Increase In White Collar Productivity From ChatGPT – JOSH BERSINhttps://joshbersin.com/2023/03/new-mit-research-shows-spectacular-increase-in-white-collar-productivity-from-chatgpt/ ChatGPT retakes CPA Exam as v4.0, passes | Accounting Todayhttps://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes AICPA Council approves CPA pipeline plan | Accounting Todayhttps://www.accountingtoday.com/news/aicpa-council-approves-cpa-pipeline-plan 70% of Gen Z Employees Say They Would Switch Jobs for Better Tech: Weekly Stathttps://www.cfo.com/human-capital/workforce-management/2023/05/gen-z-gen-x-baby-boomer-millennials-technology-work-environments-productivity-work-life-balance/ AICPA details plans to boost CPA pipeline | Accounting Todayhttps://www.accountingtoday.com/news/aicpa-details-plans-to-boost-cpa-pipeline Overworked and underpaid: Why grads are ditching jobs at the Big Fourhttps://thetab.com/uk/2023/05/10/big-four-grad-scheme-whats-it-like-306634 The Future of AI in Finance is Here | Ramp Intelligencehttps://ramp.com/intelligence Numbers taking US accountancy exams drop to lowest level in 17 years | Financial Timeshttps://www.ft.com/content/e8dc2264-6b8d-4ed5-8bbd-e4a67e7d1e46 Avii Announces Significant Uplifts to Financial Modules In Avii ...https://www.businesswire.com/news/home/20230508005420/en/Avii-Announces-Significant-Uplifts-to-Financial-Modules-In-Avii-WorkspaceTM-Platform-for-Accounting-Firms Overworked and underpaid: Why grads are ditching jobs at the Big Fourhttps://thetab.com/uk/2023/05/10/big-four-grad-scheme-whats-it-like-306634 Sage Intact Launches Native AP Bill Automation to Cut Down on ...https://www.digitaljournal.com/pr/news/pr-zen/sage-intact-launches-native-ap-bill-automation-to-cut-down-on-invoice-processing-time Intuit Inc. (INTU) Q3 2023 Earnings Call Transcript              https://seekingalpha.com/article/4606883-intuit-inc-intu-q3-2023-earnings-call-transcript Intuit (INTU) Reports Q3 Earnings: What Key Metrics Have to Sayhttps://www.zacks.com/stock/news/2098768/intuit-intu-reports-q3-earnings-what-key-metrics-have-to-say ChatGPT retakes CPA Exam as v4.0, passes            https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes Xero reports 28% year-over-year growth https://www.accountingtoday.com/news/xero-reports-28-year-over-year-growth Pentagon Says Accounting Mistake Leaves U.S. With $3 Billion ...https://www.wsj.com/articles/accounting-error-leaves-pentagon-with-3-billion-more-in-arms-for-ukraine-u-s-says-6d6f4576 AICPA details plans to boost the CPA pipeline                https://www.accountingtoday.com/news/aicpa-details-plans-to-boost-cpa-pipeline AICPA releases expanded plan for addressing CPA pipeline ...https://www.journalofaccountancy.com/news/2023/may/aicpa-releases-expanded-plan-addressing-cpa-pipeline-challenges.html IRS to pilot free tax prep system in January            https://www.accountingtoday.com/news/irs-to-pilot-free-tax-prep-system-in-january Why Graduates Aren't Hot on Accounting Careers: Low Starting Pay ...https://www.wsj.com/articles/why-graduates-arent-hot-on-accounting-careers-low-starting-pay-onerous-testing-c05bf267 Software giant Sage strikes deal for US construction platform Coreconhttps://www.business-live.co.uk/technology/software-giant-sage-strikes-deal-26883546 Plan to accelerate talent pipeline solutions | Resources   https://www.aicpa-cima.com/resources/article/draft-plan-to-accelerate-talent-pipeline-solutions QuickBooks Connect Returning to Las Vegas in 2023https://www.intuitiveaccountant.com/education-hub/training-center/quickbooks-connect-returning-to-las-vegas-2023/ AICPA Council approves CPA pipeline plan              https://www.accountingtoday.com/news/aicpa-council-approves-cpa-pipeline-plan Intuit's (INTU) Q3 Earnings Beat Expectations, Sales Miss (Revised)https://finance.yahoo.com/news/intuits-intu-q3-earnings-beat-080700418.html The Sage Group plc (SGGEF) Q2 2023 Earnings Call Transcripthttps://seekingalpha.com/article/4605500-sage-group-plc-sggef-q2-2023-earnings-call-transcript Financial results announcements | Sage Investor Relationshttps://www.sage.com/investors/financial-information/results/ Sage Group 1H Revenue Beat Consensus as Underlying ARR Rose -- Earnings Reviewhttps://www.marketwatch.com/story/sage-group-1h-revenue-beat-consensus-as-underlying-arr-rose-earnings-review-daf93f65Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/Future Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ Benchmark Growth - https://marketingforaccountingfirms.com/mastermind/  Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

American Institute of CPAs - Personal Financial Planning (PFP)
How to engage the next generation of clients and advisors {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Apr 14, 2023 23:54


Are you looking for ways to deepen relationships with next generation clients and staff? In this episode of the PFP Section podcast, AICPA PFP Standing Ovation Award recipient Akeiva Ellis, CPA/PFS, shares how she keeps her younger clients feeling cared for and important. She also shares tips on what to think about to attract talented next gen advisors to your firm. Akeiva answers the following questions: What is the definition of next gen? What are some ways you have engaged these clients in your work? How do you run family meetings to keep all generations connected? How can firms of all sizes approach deepening these relationships? What can firms do to attract young talent? What's the top takeaway you'd like our audience to leave with today? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links. Use the PFP Section member benefit, Broadridge Advisor, to communicate concepts to your clients.  If you are a 40 and under CPA/PFS and you haven't been recognized with the PFP Standing Ovation Award, make sure to get your nomination in by April 28th.  Apply for the P. Thomas Austin Personal Financial Planning Division Scholarship that covers the registration fee for an emerging CPA to attend the 2023 Advanced Estate Planning Conference at AICPA ENGAGE. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.  

Sons of CPAs
Lightspeed AI (feat. Enrico Palmerino, CEO) | #BoosterClub

Sons of CPAs

Play Episode Listen Later Apr 11, 2023 52:13


Season 3 Episode 49 | Recorded July 14, 2022 Enrico Palmerino, CEO of Botkeeper is an automated accounting platform that uses human-assisted machine learning and AI to deliver the fastest, most accurate, and lowest cost bookkeeping available to accounting firms. He is also an investor and advisor to several business venture funds and sits on the Technology Advisory Committee & Board of Corporators at Fidelity Bank. We discuss how regretful situations can blossom into blessings from the ground up. This episode is not short of inspiration and snippets in the life Enrico and how he went from making lighting more efficient and cost-friendly to innovating in the accounting space. 4 - What do you think of Accounting High? 5 - Botkeeper: The cool kids of the Accounting Space 7 - A way to make meetings cool? Have it in the pool! 8 - I'm like my best self and that's myself I'm putting out there, unapologetically, unfiltered 9 - We can all evolve. We're still us at our core, we're never gonna really change who we 12 - Go out, you know, take risks, make changes, make mistakes, just learn from them, but never regret the life Shoutout to Daniel Pink's The Power of Regret 13 - Enrico's lose-a-car, gain-a-family story 14 - The difference on our hosts' need for speed Shoutout to Dawn Brolin, CPA, CFE, ThinkLite 15 - ThinkLite: Enrico's college business turned into a multi-million dollar company 19 - Botkeeper: the back office for accounting firms Shoutout to Byron Patrick, CPA.CITP, CGMA 22 - I was like bored, stiff, and like couldn't sit still. And then was also just feeling like I lost my identity 24 - Think like a lot of entrepreneurs: Your next game is to tackle the problem you had at the prior business 27 - So more businesses demanding accounting, fewer accountants to do it. So I'm like, aha! Light bulb moment 28 - It wasn't to be like we're replacing accountants in the accounting industry. It was that if you make one accountant, do the work of three 35 - It's way easier to sell advisory to the existing clients you have and upsell them than it is to go and find new clients and convince them Shoutout to James Ashford's Untapped 37 - Unknowns are very scary for a lot of us accountants 38 - AI Unchained: Hands-on, sleeves up, get sh*t done conference. This 9/25 - 9/27 in Boston Shoutout to Karbon, Thriveal 42 - If we make firms highly efficient, standardized, next-level cloud, and they're not a Botkeeper user today, they become the best and easiest, like potential users for Botkeeper 44 - We don't necessarily know how to be good owners, managers, CEOs, people Shoutout to Hap Klopp, Brad D. Smith Dark Horse CPAs, AICPA Engage, Joyner Lucas --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

American Institute of CPAs - Personal Financial Planning (PFP)
Deeper CPA financial planner connections with Lori Luck {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Aug 26, 2022 25:25


As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in becoming a financial planner? How do you offer the full scope of needs for your clients from tax compliance to investment management and all in between? What is AICPA doing to make sure students know about this career path and serve CPA financial planners throughout their career journey? What is the future of the CPA financial planning profession? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Learn about the pathways to the CPA Personal Financial Specialist Credential. Make use of the resources in the AICPA Personal Financial Planning Section. Check out the blueprint for the new CPA exam which includes personal financial planning. Submit feedback by September 30th. Save the dates for PFP Summit taking place in Austin, TX from January 30th through February 1st. Save the dates for the advanced PFP conference at AICPA ENGAGE at the Aria in Las Vegas from June 4th through 7th. To listen to more episodes in this series, visit here. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

The CPA Advisory Show
How Logan Graf Started With Tax and is Moving Into CAS

The CPA Advisory Show

Play Episode Listen Later Jun 22, 2022 33:45


Our first guest! In this very special episode of the CPA Advisory Show (CAS) we met up with Logan Graf of The Graf Tax Co. PLLC at AICPA ENGAGE 2022 to talk about Logan's experience starting his tax-first firm and his move into offering Client Accounting Services (CAS). We also talk about Logan's TikTok skills and dancing prowess. Seriously. Logan is a must follow on Twitter @LoganGrafTax. --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

AICPA Town Hall
AICPA Town Hall - June 6, 2022

AICPA Town Hall

Play Episode Listen Later Jun 13, 2022 59:24


Last week's AICPA Town Hall was broadcast live from the AICPA ENGAGE conference. CBS Analyst and host of Jill on Money, Jill Schlesinger, joined CPA.com CEO Erik Asgeirsson and AICPA CEO Barry Melancon to provide the latest news from DC and discuss the economic outlook for the remainder of 2022.     AICPA VP of Firm Services, Lisa Simpson presented the 2022 PCPS Top Firm Issues survey results.   New AICPA Chair, Anoop Mehta, joined the panel to discuss the future of finance in business & industry.  

Sons of CPAs
#NiksTips on Podcasts Pt. 1

Sons of CPAs

Play Episode Listen Later Feb 17, 2022 27:12


Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P this one's a 2 parter... on Podcasts 3 shout out to AICPA Engage, best conference of the year 2021 5 Marcus Mire, Make it Count Podcast 9 Ryan Lazanis, Future Firm Podcast 11 Xero's What Led You Here w/ Steve Vamos Podcast 12 how has the podcast enabled you to move the industry forward? 13 David Barrett, Expensify big ass Table Podcast 15 Gusto's Caleb Newquist and Greg Kyte's Oh My Fraud! Podcast 18 the Process to Producing this Podcast 19 Cloud Accounting Podcast, David Leary & Blake Oliver 20 The Scallion Pancake, Jason Ackerman's food Podcast 22 Cover Art explained, shout out to Scarano, Ackerman, Niks, LySki and Zachary --- Send in a voice message: https://anchor.fm/sonsofcpas/message

CPA Huddle
Life Insurance With John Murray

CPA Huddle

Play Episode Listen Later Aug 3, 2021 41:11


To our loyal Huddle listeners, you will hear that Ignatius is returning from the AICPA ENGAGE 2021 Conference that was recently held in Las Vegas. He, however, is excited to join Eric as they talk with John Murray, CFP, (Certified Financial Planner). John has a career in the financial services industry that spans about 40 years. He specializes in life insurance product offerings, with specific focus on how they can be leveraged to support charitable causes. John espouses, “Leveraging Your Legacy While Building Charities.” The Huddle Guys recognize that life insurance is not always a popular topic, or one that is easy for many to discuss. John, however, brings practical wisdom to the subject for those who are seeking to learn more about how life insurance benefits families and business owners, and what types of products and coverages are best suited for your end goals. John provides advice for professional athletes who are considering their options in this space. On a fun note, John is also a golf enthusiast who played for the University of Texas. His best tournament score was a 65. Maybe the next time the Huddle Guys meet with John, they can do so on the golf course. It's time to huddle up!

VoiceAmerica Live Events
Which Pillars Create an Ideal Practice? - Jim Buffington

VoiceAmerica Live Events

Play Episode Listen Later Jun 12, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
A Chat with BotKeeper - Chris Mahl, Byron Patrick, Enrico Palmerino

VoiceAmerica Live Events

Play Episode Listen Later Jun 12, 2019 0:40


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Mike D'Avolio

VoiceAmerica Live Events

Play Episode Listen Later Jun 12, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Building a Client Base and Meeting Their Needs - Patti Newcomer

VoiceAmerica Live Events

Play Episode Listen Later Jun 12, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Why Next Year Will Be The Best Accounting Year Ever! - Rick Telberg

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
What Role Does AI Play in a Future-Ready Firm? - Enrico Palmerino

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:25


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Let Machines Take Care of Manual Tasks! - Jim Bourke and Enrico Palmerino

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
David Bergsten

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:16


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
How EMoney Can Help With Financial Planning - Celeste Revelli

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
What Kind Of Leader Are You? - Michael Maksymiv

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Carrie Westin

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Forecasting in the Cloud - Evan Wells

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
What's It Like To Be A CAS Practice? - Dustin Wheeler

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
The Fourth Industrial Revolution - Jasen Stein

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Prepare your CPA Firm for the Future - Ryan Lazanis

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Improve Your Work Processes With Technology - Aaron Berson

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
What Does the COO of an Accounting Firm Do? - Bernie Lietz

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Scaling and Growing a Software Company - Enrico Palmerino

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:45


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
How Does Unconscious Bias Affect Your Firm? - Lindsay Stevenson

VoiceAmerica Live Events

Play Episode Listen Later Jun 11, 2019 0:20


Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

VoiceAmerica Live Events
Takeaways from the Day at AICPA Engage

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2018 0:20


Join Host of Let's Get Radical Jody Padar and our partners AICPA and 1st Global as we broadcast live from the 2018 AICPA ENGAUGE Event at the MGM Grand in Las Vegas. Jody and her guests provide thought provoking discussion and insight into the world of technology for CPA'S and firms of the future in this rapidly expanding field.

VoiceAmerica Live Events
The End of the World ... and Other Opportunities with Peter Zeihan

VoiceAmerica Live Events

Play Episode Listen Later Jun 14, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Delivering Excellent Service: Models for Success with Barnard Ingram with First Global

VoiceAmerica Live Events

Play Episode Listen Later Jun 14, 2017 1:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Negotiating Skills: The Cartography of Innovation with Scott Wayne

VoiceAmerica Live Events

Play Episode Listen Later Jun 14, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Retiring with Grace and thinking about Succession with Jen WIlson

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Preparing for the future with Bob Veres and David Knoch

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Leading a Successful Wealth Management Enterprise with Al Prentice and Russ Pixler

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Marketing in the Financial Services Industry

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
5 Key Trends Going on in the Financial Services Industry with David Knoch

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
How Technology Fits Into a Financial Planning Practice: Money Guide Pro

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
Liz and Jody talk with Jeff Magson from 1st Global

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!

VoiceAmerica Live Events
The Importance of Diversifying Your Fees

VoiceAmerica Live Events

Play Episode Listen Later Jun 13, 2017 60:00


AICPA ENGAGE, Liz Gold, Jodi Padar and VoiceAmerica present thought leaders, technical specialists, entrepreneurs, innovators and influencers for 2 DAYS of fresh ideas, to open the doors of possibility in the areas of accounting, auditing, financial planning, law, marketing, practice management, tax or technology. You will hear from the best minds in the profession and feel confident, prepared and motivated to drive growth and enhance client service across an amazing range of accounting and financial specialties. Tune in for all the interviews, panels and expert discussion!