Podcasts about audit partner

n this episode, Mike Shannon, Global Head of ESG Assurance for KPMG international, Corinne Dougherty, Audit Partner, KPMG in the US, and Oliver Geier, ESG Assurance Leader, KPMG in Germany, and for the EMA region, discuss how companies can become ESG assurance ready in a time of flux.

Inspiring stories from outstanding Canadian businesspeople, since 2009.  For our 16th season premiere, Mike Newton (BDO Canada) and Dan Delmar (TNKR Media) welcome a fast-growing Montreal industrial developer gaining a reputation for making bold moves. They also discuss a fall push to return to the office, sluggish innovation in Canada and how interest rates are impacting real estate markets. The Entrepreneur: Mike Jager, co-CEO, Rosefellow The Debrief: Thomas Kontogianis, Audit Partner, BDO Canada For more thought leadership and advice from the BDO team, visit www.BDO.ca.

In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy's journey from intern to partner handling cultural shifts and driving efficiency with new technology, the discussion covers the firm's evolving needs, growth mindset, and strategic technology partnerships. Discover the key drivers of their success, including the importance of aligning technology with firm initiatives and the potential pitfalls to avoid. Tune in to learn how technology is shaping the future of the accounting industry. 

In dieser spannenden Karriere-Insider Folge spreche ich mit Thomas Lüdke, Partner Audit bei Deloitte. Hier teilt er mit mir spannende Insights bezüglich der Aufgaben und des Alltags in der Wirtschaftsprüfung, welche er im Verlauf seiner Karriere bei pwc und später bei Deloitte gesammelt hat.   Hier geht es zu Thomas LinkedIn-Profil: https://www.linkedin.com/in/thomas-luedke-8ba94b31/ Hier geht es zu Thomas Karriereseite von Deloitte: https://www2.deloitte.com/de/de/profiles/thomas-luedke.html   Timestamps:   00:00:00 - Intro 00:03:44 - Thomas Werdegang 00:06:10 - Einstieg in die Wirtschaftsprüfung bei pwc 00:13:06 - Wechsel zu Deloitte 00:18:03 - Was muss man heute tun, um Wirtschaftsprüfer zu werden? 00:24:18 - Fokus auf Aviation 00:29:36 - Wie beliebt ist die Wirtschaftsprüfung heute? 00:32:39 - Was wäre Thomas' Exit von der Big4? 00:37:25 - Wie funktioniert das mit den Mandaten? 00:41:23 - Gab es einen konkreten Karriereplan? 00:45:30 - Verhältnis zwischen Wirtschaftsprüfer und Mandant 01:01:13 - Familie und Privates 01:07:30 - Tätigkeit als Dozent an der Goethe-Uni 01:18:00 - Bester Investment von Thomas 01:22:17 - Outro   —--------   Weitere hilfreiche YouTube-Videos:   INVESTMENT BANKER WERDEN (Guide): https://youtu.be/nT0haK_NCIc  UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/50Hg3nO09HA  Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks  Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w  ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY  ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU  Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst.   BWL-Masterplan: https://bwl-masterplan.com/ Der BWL-Masterplan ist ein 11-stündiger Videokurs, der dir sehr übersichtlich aufzeigt, was dich während eines ambitionierten BWL-Studiums erwartet. Kostenpunkt: 49€, hat man schnell wieder drin.   Target-Uni-Report: https://pumpkincareers.com/target-uni-report In diesem kostenfreien PDF-Report bekommst du eine Übersicht über alle besonders empfehlenswerten Unis für ein BWL-Studium in der DACH-Region (inkl. Studiengebühren, namhafte Alumni, etc.).   Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report Für diesen Report hat pumpkincareers® die LinkedIn-Profile sämtlicher Personen analysiert, die 2019 bis Anfang 2021 bei einer der folgenden Firmen in Frankfurt a.M. als Investment Banking Analysten eingestiegen sind: Goldman Sachs, Morgan Stanley, JP Morgan, Bank of America, Citi, Credit Suisse, Deutsche Bank, UBS, Barclays, Rothschild und Lazard. Du erfährst genau, an welchen Unis diese Leute studiert haben, wie viele Praktika sie benötigt haben, etc. - sehr zu empfehlen für jeden, der im Investment Banking einsteigen will.   Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report Auch in diesem Report wurden LinkedIn-Profile analysiert, dieses mal von über 1.200 Personen, die 2019 bis Mitte 2021 bei einer der folgenden Firmen in Deutschland, Österreich oder der Schweiz im Consulting nach dem Bachelor oder Master eingestiegen sind: Bain & Company, Boston Consulting Group (BCG), Kearney, McKinsey & Company, Oliver Wyman, Roland Berger oder Strategy&. Du erfährst wieder genau, an welchen Unis diese Leute studiert haben, wie viele Praktika sie benötigt haben, etc. - sehr zu empfehlen für jeden, der in der Strategieberatung einsteigen will.   Eine Gesamt-Übersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/ Schau gerne auch noch in unserem Blog vorbei: https://pumpkincareers.com/blog/   Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben.   LinkedIn: https://www.linkedin.com/company/14829236/

Hybrid working and e-commerce have accelerated how we work and live, and generative AI is expected to reshape the future of work even more. Emma O'Driscoll, Audit Partner, and Susan Moylan, Associate Director, Management Consulting at KPMG, talk to Hugh Tonge, Audit Director, about hybrid working models, how flexibility is more attractive than salary, and the impact of AI and automation on the future of work in the audit profession.

In this episode, I get a chance to talk with Christine Aspell, the newly appointed chair of MACPA's Board of Directors. MACPA has a long history of pulling in leaders with some of the best diversity of thought in their profession. We lean on these leaders not only to help MACPA serve members but also help our profession flourish as a whole. Christine is Managing Partner and Audit Partner at KPMG's Baltimore office, with 25+ years of experience providing assurance services to clients. She is passionate about the future of this profession, particularly when it comes to diversity & inclusion, advancing women in the profession, and helping the talent pipeline leading to profession. The pipeline is a huge concern as of late and multiple solutions have been proposed centering around education and regulatory requirements. Christine is taking a different tact; she wants to reconnect CPAs with a purpose behind their work and to share that purpose with students and young professionals who are hungry for work with meaning. "Our profession continues to change rapidly as technological advancements and regulatory changes and demographic trends reshape what we do and how we do it, but even amid that change, one thing remains constant: our purpose. The what, how, and even who of our great profession will adapt and change, but what won't change is our why." says Christine. Christine is hoping to collect and share stories about how CPAs help their clients who in turn help their communities; how CPAs help people lead better lives. These are the stories that will inspire others to become a part of this profession. Listen to learn more about this initiative and to hear Christine's own inspirational story. ResourcesChristine Aspell, MACPA Chair of Board of Directors, AnnouncementChristine Aspell LinkedIn Profile

Digital assets continue to remain in the news, but what's next for blockchain and digital assets? Maria Flannery, Audit Partner who leads KPMG's Blockchain and Digital Assets working group, talks to Elaine Stafford about the evolution of bitcoin, regulation, how these technologies work and how they will impact the accounting profession.

 Tune into the first session of our WP Educates Nonprofit Series as Celina Cereceres and Emily Landry discuss frequently asked questions as it relates to Audit in the Nonprofit Space.Looking to continue the conversation? Connect with Danielle Reynolds, Business Development Manager here: https://meetings.hubspot.com/danielle-reynolds/zoom-meetings-clone 

2022 seems to have been the year that hybrid working  really got into its stride. We've covered many aspects of hybrid and other ways of working topics during this year. This episode is a look back at some of the highlights!Here's a quick overview of the topics in this episode:A test and learn approach to hybrid (from 3 AWA clients) (02:21)Changing our approach to meetings and wellbeing (07:38)Hybrid in different industry sectors (energy, insurance, tech, life sciences, charitable and higher ed (13:10)AWA 's Hybrid Working Index (21:20)If you're interested in joining the Hybrid Working Index, Josh would be very happy to provide details.The Hybrid Working Index summary report is available here.AWA Host: Karen PlumGuests (in order of appearance and episode number if you want to check them out): Liz Westcott, Managing Director EMEA, Mintel (Ep24)Margot Power, Faculty Change Manager, Faculty of Science & Engineering, University of Manchester (Ep23)Sarah Cousins, Head of Organisational Change, British Heart Foundation (BHF) (Ep38)Helen Guest, Senior Associate, AWA (Ep19)Anne Balle, Senior Associate, AWA (Ep22)Trevor Alldridge, Chief Executive, Boost Cognition (Ep26)Ken van Someren, Boost Cognition (Ep29)Fiona Condron, Audit Partner, BDO (Ep34)Nick O'Donnell, Director of Estate & Facilities, Kings College, London (Ep 35)Dr Colombine Gardair, Director of Innovation, AWA (Ep31)Lisa Whited, Senior Associate, AWA (Ep28)Sophia Fonseca de Nino, AWA (Ep27)Michael Hirahara, Principal & Co-Founder, Fulcrus Investments (Ep 30)Joshua Sumner, Consulting Methods Lead, AWA (Ep39)Andrew Mawson, Founder & Managing Director, AWA (Ep39)Dr David Greenfield,  Managing Director, SOENECS (Ep36)Details of AWA contributorsCONTACTS & WEBSITE details:AWA contact: Andrew Mawson AWA Institute contact: Natalia SavitcaiaMusic: Licensed by Soundstripe – Lone CanyonWant to know more about AWA? Follow us on LinkedIn Visit our website Thanks for listening to the DNA of work podcast

Why do retailers need to evolve their customer loyalty programs to better retain customers? How can loyalty programs be leveraged to drive additional importance in inflationary times? In this episode, we are joined by Jennifer Valdivia, Audit Partner and West regional leader for the Retail and Consumer Products Industry group at BDO USA, to answer these important questions.

Lourenco Miranda, Managing Director, and Danielle Barrs, Director, of EisnerAmper's ESG and Sustainability Services are joined by Travis Epp, Audit Partner and Partner-in-Charge of EisnerAmper's Manufacturing and Distribution Group to define ESG and sustainability and to explain the practical benefits of implementing these strategies for an organization.

Are drones and robots a viable delivery method alternative for retailers? Will robots replace the retail workforce or compliment it? In this episode we are joined by Jennifer Valdivia, Audit Partner and West regional leader for the Retail and Consumer Products Industry group at BDO USA to explore this very interesting, and futuristic, trend on the rise within the retail sector.

Is the reported increase in sales revenue in the retail sector really an increase? Or is that inflation looming in the background? In this episode, we're joined by Jennifer Valdivia, Audit Partner and West regional leader for the Retail and Consumer Products Industry group at BDO USA who helps us understand what retailers need to keep in mind as they examine their books and develop forecasts in this inflationary environment.

I'm your host Gary Nowak and I've got a China / Germany KPMG connection for you with my outstanding guest Angelika Alt-Sherer.  I was blown away by the great perspective and advice provided throughout this conversationsBiography SnapshotBorne and grew up in Munich, Bavaria, GermanyMarried for more than 25 years, met my husband at KPMGCareer start at KPMG after graduating 30 years ago with 7 years out of the box experience at another Big Four, a smaller consulting firm and as a freelancer in the first decade of my careerAudit Partner at KPMG Germany with stations in Munich, Stuttgart and Shanghai (3 years)Serving a broad range of clients in different industries (main focus on Media and Automotive), listed companies as well as family owned businessSince 2018 part of the Audit Leadership of the German firm as CHROHighlights Working on the farm from ages 9 to 12 yoTax consulting early7 year checking things out of her careerWanted to try out a lot of things and see what she likedBeing a very structured person and being german, go figureGoing from big company to her own companyLearning the advantages of a big company and how to make it work for herThe ideal combination of a KPMGYou can hear her smile throughout the discussionBeing mentored and mentoring, how she developed her styleSelling - listening and asking questionsGreat questions when mentoring, really strongEverything has a price and consequencesUsing martial arts for career guidanceHer best advice LearnWork hard Be independentLeave your comfort zone, as much as possibleBeing positive and flexibleSetback discussionSink or swim without a lifeguard (metaphorically of course)Working in china conversation and how to work their successfullySolid celebrity crush

ESG considerations has become a top priority on investors' and corporates' agenda. Boards and executives are increasingly seeing ESG as an imperative to long-term value creation and as such ESG reporting standards and metrics are becoming more widespread. For today's episode, I am delighted to be joined by Richard Threlfall, Global Head of KPMG IMPACT, KPMG International, Maura Hodge, Audit Partner, National ESG Assurance Leader, KPMG in the US and Andries Terblanche, Executive Director, KPMG International who will be discussing how organizations can drive industry transformation through ESG reporting standards and metrics.

What opportunities does cryptocurrency provide for retailers? In this episode we are joined by Anthony Ferguson, Audit Partner and National Industry Leader of the FinTech group at BDO USA, who will help us understand why retailers should be paying attention to this trend.

Brett Murphy, Audit Partner, joins Danielle Reynolds on this episode of our DEVELOP leadership series. Brett discusses taking advantage of opportunities in your career path and the value that relationships bring along the way. Listen now and stay tuned for future episodes highlighting our professionals.

How important is it for us to inspire more black professionals and use role models to increase visibility or diversity of thought in the workplace? We learn about PwC's first black Audit Partner, Charles Samuel's career story, how we came to be where he is today, and gain insights into the importance of having Black role model visibility in the workplace in order to inspire Black professionals. He has also given insights into what makes a good role model, why representation is important as well as sharing practical advice on self-improvement through reflection. 

In this episode, Gene Marks talks with Ernst & Young's Lee Henderson, Audit Partner, America's EY Private Leader, and Executive Sponsor of the EY Entrepreneurs Access Network. It's in this latter role that Lee is really making an impact on black and Latino entrepreneurs. Hear the results of his team's survey of this group and learn what Ernst & Young is doing to continue the positive momentum of 2021. If you're a minority entrepreneur, if you're looking for funding, if you're looking for resources, and most importantly, if you want to get into a network of people who can help you grow your business, you'll learn why these are the types of opportunities you'll want to take advantage of. Topics include: 3:19 – Background on Ernst & Young's middle-market practice 7:05 – Highlights of the survey of black and Latino entrepreneurs 11:46 – Understanding the unique needs of minority entrepreneurs 16:36 – Connecting minority entrepreneurs to capital 21:51 – Details on the Entrepreneurs Access Network 25:16 – How to apply to Entrepreneurs Access Network 30:45 – How this model is being adopted by other organizations Resources: With information from the U.S. Small Business Administration and other resources, this Start-Up Guide will show you who to talk to and what it takes to get your business off the ground and financially secure at www.paychex.com/secure/whitepapers/fund-your-business.  Though the Paycheck Protection Program (PPP) is no longer a funding option, read this Securing Financing for Your Small Business article to learn about alternative small business financing options, as well as lender options and how to prepare for a loan at www.paychex.com/articles/finance/securing-small-business-financing.  To learn more about Ernst & Young's Entrepreneur Access Network, visit ey.com/ean. DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

In this episode, Nathen McEown, Audit Partner and Partner in Charge of the Houston office, sits down with Jamie Liang, Chief Financial Officer at Blackbuck Resources to learn more about Jamie, his career and family life. Jamie touches on the challenges and triumphs so far with Blackbuck Resources, which is a water midstream services company operating in both the Midland and Delaware Basins. As a guest, Jamie may have the most secret talents out of any Energy Profile so far so be sure to listen in now and don't forget to subscribe for future releases!

Joining me today is Gary Hanson. Gary started out his career with Winney Murray, who were then what we would class as a "Big 4" firm today (although there were 5 of them). He then went onto Binder Hamlyn and EY, progressing to Senior Manager level, before making the move to BDO, where he spent 34 years, many of which as Partner. During his time as Partner, Gary built out the Cambridge office, operated as a point of liaison between the UK and US and sat on the Partnership Council.

Jen Todling, an Audit Partner at EY, talks about her passion for dancing and how she feels it helps her perform better at her career, how she established an identity at the workplace with her passion, and how she encourages her co-workers to open about their own passions!

Our WP Cares podcast series is back with a new episode! WPWealth Partner, Shane Miller, and Audit Partner, Jeff Lawlis sit down with Julie Womack, Corporate Development Director of the Dallas Heart Walk for the American Heart Association. The three of them discuss the significance of the organization and the Heart Walks that are taking place all over! Visit the AHA website to participate in your city's Heart Walk.

Even though forty-five states permit marijuana, and one-third of Americans live in a location where recreational marijuana use is legal, it is still a controlled substance as a matter of federal law. Supreme Court justice Clarence Thomas recently wrote: “Once comprehensive, the Federal Government's current approach is a half-in, half-out regime that simultaneously tolerates and forbids local use of marijuana. This contradictory and unstable state of affairs strains basic principles of federalism and conceals traps for the unwary.” Including accounting and tax traps. Ken Teasdale, audit partner at Armanino, will help us understand the many complex issues associated with this industry.

Even though forty-five states permit marijuana, and one-third of Americans live in a location where recreational marijuana use is legal, it is still a controlled substance as a matter of federal law. Supreme Court justice Clarence Thomas recently wrote: “Once comprehensive, the Federal Government's current approach is a half-in, half-out regime that simultaneously tolerates and forbids local use of marijuana. This contradictory and unstable state of affairs strains basic principles of federalism and conceals traps for the unwary.” Including accounting and tax traps. Ken Teasdale, audit partner at Armanino, will help us understand the many complex issues associated with this industry.

Even though forty-five states permit marijuana, and one-third of Americans live in a location where recreational marijuana use is legal, it is still a controlled substance as a matter of federal law. Supreme Court justice Clarence Thomas recently wrote: “Once comprehensive, the Federal Government's current approach is a half-in, half-out regime that simultaneously tolerates and forbids local use of marijuana. This contradictory and unstable state of affairs strains basic principles of federalism and conceals traps for the unwary.” Including accounting and tax traps. Ken Teasdale, audit partner at Armanino, will help us understand the many complex issues associated with this industry.

Scott, an Audit Partner at Sensiba San Filippo, and I dig into the importance of non-financial metrics and sustainability disclosures, the data these metrics provide businesses with, and how he helps businesses benchmark this data. We discuss the different sustainability frameworks currently used and how implementing one of these frameworks will benefit your business right now and in the future. Get full show notes and more information here: https://ssfllp.com/rebooting-capitalism-podcast/#ep29

Having joined the global trend to move towards clean energy use, is South Africa ready to embrace renewable energy? Nato Oosthuizen, Audit Partner within BDO's Natural Resources Sector, gives us some clarity.

In our latest podcast, Tony Pititto, National Head of Agribusiness, Food & Beverage at Grant Thornton and Madina Aziz, Audit Partner discuss the opportunities for the sector through the Modern Manufacturing Initiative and what we need next from Government to help Australia target non-traditional export markets. This is much broader than simply processed food – we're talking better quality products, reducing waste, and innovative ways of bringing products to new markets and customers.

In this release of the Energy Executive Profile, Nathen McEown, Audit Partner and Partner in charge of the firm's Houston office, sits down with Erik Holt, Chief Commercial Officer at Teal Natural Resources. The two discuss all things energy, how they met, how Erik found Teal and Erik's journey thus far. Tune in to listen now!

In this episode, Nathen McEown, Audit Partner sits down with Blake Kirshman to discuss all things Energy Banking. Blake is currently a Managing Director and head of US Energy at BBVA but started in a field familiar to us all: accounting. The two discuss the ups and downs of the oil and gas industry, college life at Texas Tech and even one handed dove hunts. Click now to listen to this episode and do not forget to like and subscribe to our channel!

In this episode Celina Cereceres, Audit Partner, and Lupe Garcia, Audit Partner, sit back down with David Webb of Stifel Nicolas to discuss David's presentation "Leadership | 10 Tips of Being an Effective Team Member". David often gets asked to present on this topic and has noticed many connections between the qualities required of a great team member and leader. These universal tips can apply to those in various industries and at different stages of careers. Listen in to learn more about what these tips entail and how they could benefit you in your career!

Deze week op de Key Figures Podcast, is Karel Nijs, Audit Partner bij Finvision, mijn gast. Als een ex-auditor, weet ik heel goed wat het belang van audit is. Toch merkt ik nog steeds dat er over audit heel wat misverstanden bestaan. Bij voorbeeld dat de auditor of commissaris fraude moet voorkomen. Dit is onjuist!Jammer genoeg kennen zowel finance als niet finance mensen audit enkel wanneer het mis gaat, zoals de zaak L&H en heel recentelijk Wire Card in Duitsland. Een externe audit is bijzonder belangrijk, maar als de externe auditor niet als doel heeft fraude te voorkomen, wat dan wel?Karel schept duidelijkheid in deze episode en schetst het kader waarin auditors hun werkzaamheden verrichten en vooral wat de scope van de auditor is, afhankelijk van de opdracht.Het zal je niet verbazen dat het veel verder gaat dan enkel een jaarrekening te attesteren. De audit helpt bedrijven bijvoorbeeld om hun verborgen commitments goed in kaart te brengen.Audit gaat over het luisteren, het observeren en documenteren maar dit moet volgens Karel wel gepaard gaan met een gezonde interesse in de business van de klant. Énkel met de mensen van de boekhouding spreken is zeker niet voldoende. Er is uiteraard een mooie symbiose tussen interne audit, externe audit en zelfs forensiche audit. Elke met een eigen doel maar samen gaan ze voor het ondersteunen van deugdelijk bestuur.Ik geloof dat de echte waarde van audit ontstaat wanneer de auditor naast een degelijk audit uit te voeren conform de regels van het spel uiteraard, ook de raad van bestuur nieuwe inzichten kan bezorgen over de business. Een auditor moet in staat zijn om tijdens de audit de vraag proberen te beantwoorden;” what keep you awake madam CEO?” om zo een echte value added audit partner te zijn.Ieder jaar zien we de auditors komen en het is nu duidelijk geworden wat ze komen doen en waarom dit belangrijk is.Bedankt voor je tijd Karel voor dit verhelderend gesprek over het belang, de scope en misvattingen over audit.Connecteer met Karel Nijs via https://www.linkedin.com/in/karel-nijs-b1164a1/

Finding dual-use viability or an appropriate market approach when working with government is challenging, and government employees working with emerging companies will also benefit from learning about their experiences and pain points. Michael Gawley is an Audit Partner at EisnerAmper LLP with more than 20 years of experience in providing accounting, auditing, tax, and consulting services for clients in a range of industries. Michael is a leader in the firm's Employee Benefits and Technology Groups. He also provides technical support to the Private Business Services Group. The Cornerstones Series brings in speakers to address issues for emerging companies and investors as part of DEF's mission to promote a culture of innovation in the national security community. Although the series is designed for entrepreneurs and investors interested in national security, intrapreneurs in government will also benefit from the opportunity to learn from those developing capabilities and working on projects that impact and support government employees.

Karen Stanley, CPA and Audit Partner with Langdon & Company, LLP in Garner, NC shares her firm’s successes and surprises in their journey from a traditional, local CPA firm to working remotely during the COVID-19 pandemic. Learn more about Langdon & Company, LLP at www.langdoncpa.com.

In this episode, CII General Counsel Jeff Mahoney interviews Colleen Honigsberg, Associate Professor of Law at Stanford. Professor Honigsberg is the author of a recent article published in the Vanderbilt Law Review entitled “The Case for Individual Audit Partner Accountability.” Professor Honigsberg's article argues that the persistence of accounting failures around the world indicates the need for improving audit quality. The solution: Auditor Scorecards.

Terry has always brought an incredible level of energy and dynamics to his approach to professional services. I learned that first-hand during my tenure with EY Calgary; 25 years later has not changed a thing. A pleasure to obtain Terry’s view on the CPA profession and the increasing importance of tech in his work and that of the clients of RSM Canada. LinkedIn Profile: https://www.linkedin.com/in/terry-booth-b428205/ Website link: http://www.rsmcanada.com/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/allen-wazny/message

Cannabis companies are experiencing extreme growth and with the latest IPO boom, now is the time to go public! In this webinar, our Audit Partner, Marko Glisic will walk you through the steps to prepare for a successful public listing of your cannabis company in Canada. He will cover: ​​​​​Important Timelines Partners and Service Providers Auditing […] The post How to Take Your Cannabis Company Public in Canada appeared first on GreenGrowth CPAs.

Cannabis companies are experiencing extreme growth and with the latest IPO boom, now is the time to go public! In this webinar, our Audit Partner, Marko Glisic will walk you through the steps to prepare for a successful public listing of your cannabis company in Canada. He will cover: ​​​​​Important Timelines Partners and Service Providers Auditing […] The post How to Take Your Cannabis Company Public in Canada appeared first on GreenGrowth CPAs.

Cannabis companies are experiencing extreme growth and with the latest IPO boom, now is the time to go public! In this webinar, our Audit Partner, Marko Glisic will walk you through the steps to prepare for a successful public listing of your cannabis company in Canada. He will cover: ​​​​​Important Timelines Partners and Service Providers Auditing […] The post How to Take Your Cannabis Company Public in Canada appeared first on GreenGrowth CPAs.

My guest today is Samantha Bowling, who's an Audit Partner at the accounting firm of Garbelman Winslow in Maryland and the current Chair of the Executive Board of the Maryland Association of CPAs. This episode is focused on public accounting, but it also has great implications to business and industry accounting professionals. So, I encourage anyone in accounting – or just interested in how AI is going to change the nature of work – to listen to the interview and decide how these technologies might affect your organization. Now, in March of 2016, artificial intelligence was introduced to the accounting profession when IBM and KPMG signed an agreement to bring Watson into KPMG's audit practice. At the time (and still, really), many of the small- to middle-sized firms speculated that this technology was too expensive for their practices. Samantha, however, saw an opportunity. She felt that if the larger firms had this advantage, how long would it be until they started taking clients? She turned that question into action, and 18 months after IBM and KPMG's announcement, Samantha was able to bring artificial intelligence into her audit practice at an affordable price. In fact, Samantha was awarded the Innovative Practitioner Award 2018 from CPA.com for her efforts – and it was well deserved! Now, if you're still a little skeptical or just curious, then start listening or keep reading and you'll learn how she did it. Small Firm, Big Technology For context, Samantha’s firm only has about 15 employees, depending on the time of year. They do mostly everything that small firms do, except for government contracting, and she happens to be the audit partner at this firm. So when Samantha heard about KPMG introducing AI into their audit practice three years ago, she thought she was probably going to lose a lot of revenue if the large firms have Watson and her firm doesn’t have anything. “I'm not going to be able to do auditing anymore,” Samantha though. “[But] I really don't like tax. So, I have to find a solution." Samantha started by talking to her software providers, asking how they were implementing AI into her platform... and they said they weren't. They were only going to look into AI for the large firm platforms. She was a little discouraged, but she didn’t stop searching. Instead, she did what most of us do when we have a question: she Googled it. She just happened to come across a company called MindBridge, a Canadian startup company that was willing to work with her and let her try it out. Still, she was skeptical. She thought she can't afford the software, it’s probably not going to do what it says it's going to do; was she setting herself up for disappointment? Resources:Learn more at gwcpas.comCheck out MindBridge.aiTwitter: https://twitter.com/sbowlingcpaLinkedIn: https://www.linkedin.com/in/samantha-bowling-cpa-cgma-25531420 Learn more about your ad choices. Visit megaphone.fm/adchoices

What's the point of an audit if it fails to detect when a company's about to go under? The sudden collapse of BHS, Carillion and Patisserie Valerie has dented public confidence in the firms that audited them and prompted calls for a shake-up of the audit industry. Would more competition in the sector, which is dominated by four big players, drive audit quality up? Do accountants need to be more robust in challenging company figures? Joining Evan Davis for The Bottom Line: Bill Michael, UK Chairman and Senior Partner at KPMG. Jac Berry, Audit Partner and UK Head of Quality at Mazars and Christopher Humphrey, Professor of Accounting at the Alliance Manchester Business School

In this episode we get together with Tom Sneeringer, Audit Partner at RSM, to share highlights from a roundtable he and Tom Rogers recently facilitated. Grant recipients are now implementing the UG procurement standards, and making decisions is oftentimes not black or white. Topics discussed include making contractor vs. subrecipient determinations, when it’s ok to use the sole source procurement methodology and best practices organizations are considering beyond compliance. To connect with Tom Sneeringer email him at tom.sneeringer@rsmus.com To connect with Tom Rogers email him at trogers@vendorcentric.com

Sean Lager, Audit Partner at Frazier & Deeter and member of AICPA's Technical Issues Committee explains the changes to lease accounting. He also describes how public and private companies are impacted by these changes.

When you think of Deloitte, you typically think of one of the big four professional services firms, but there’s so much more happening within their offices. After deciding to invest in the future’s brightest minds, the Deloitte Academy was created. Mentor Reese Blair and mentee Abel José Perez sat down with Executive Director Matt Cabrey of Select Greater Philadelphia, a council of the Chamber of Commerce for Greater Philadelphia to discuss the Deloitte Academy. They reflected on their experiences with the program, explained how the program affects the lives of high school students, and the future that lies ahead.

SHOW 12: Matt speaks with Jason Gilbert an Audit Partner at Armanino, LLC. The California based firm is the states largest independent accounting and business consulting practices with additional offices in Chicago and Dallas. Jason shares how his firm works with clients to address business challenges, assess opportunities, factor in risks and explore short-term and long-term strategies. Jason details how he works with SBRE entrepreneurs and how their expertise in working with mortgage pool funds continues to be in high demand. Each week Matt will feature a special guest from the SBRE community to discuss ideas, issues, and topics relevant to both SBRE entrepreneurs and HNW investors. If you are a serious real estate entrepreneur and/or a HNW investor interested in alternative investments, join Matt each week to learn more about the SBRE space and how to increase your awareness and success.

The skills and attributes of a successful audit partner

Tim Pike, Audit Partner with Howard LLP, joined us for this week's episode of Life In Accounting: The Where Accountants Go podcast. It was too much paperwork… In an interesting initial twist to this interview, we learn that Tim actually started out to be a physical therapist early in life. However, when he interned in the field he realized that there was more repetitive paperwork than he really wanted on an ongoing basis in the physical therapy profession so he decided to look elsewhere. We laugh a little in the interview given that he settled on accounting after deciding that he wanted less paperwork… but truly what it was that drew him to the profession was the higher level of diversity in servicing client needs overall. What it means to be “Partner” I felt that one of the most valuable parts of the interview was the discussion of what it truly means to be a “partner” in a CPA firm. Tim discusses how many people initially simply think of it as a managerial and profit sharing position, but in reality it means that you are an owner in the business. We also discuss what it takes to be successful as a partner in a firm, and among other items Tim highlights that communication and listening skills are two of the most important attributes. Trust your gut When you get to the ‘biggest mistake' portion of the audio interview, you are going to hear Tim be very transparent and open about an audit issue he faced early in his career. Given the business climate we have had in recent years, I really appreciated that he shared this story. If you are considering going into public accounting of any kind, audit or tax, there is a good lesson to be learned from his experience. Make sure you don't miss that part of the interview. Stay tuned in the next couple weeks as we do a 2-part series on forensic accounting as well. We have two individuals joining us from an Austin area firm to share their experience in that field. Have a great week! There's more to come… Mark Goldman CPA President – Where Accountants Go www.WhereAccountantsGo.com If you found this episode beneficial and haven't subscribed yet, please visit https://whereaccountantsgo.com/blog/ and click on the orange “Subscribe” button in the upper right hand corner to be notified every time we post new content. Thank you!

We had some questions about the financial side of operating nonprofits and so we invited two people on the show to set our minds at ease. Orin Schepps is Founder & CEO of Consultance Accounting Services and Jennifer Arminger of Gelman, Rosenberg & Freedman join us to talk about two sides of the nonprofit accounting coin. Consultance Accounting Services is an accounting firm that helps nonprofits streamline their accounting procedures and Gelman, Rosenberg & Freedman have worked with over 500 nonprofit clients in the auditing capacity. We pick their brains for their favorite apps to boost time and financial management skills and they have some great suggestions for integrating these systems with your bookkeeping to keep the process as painless as possible.  Jennifer Arminger, CPA is an Audit Partner with Gelman, Rosenberg and Freedman, CPAs and specializes in auditing and accounting services for tax-exempt organizations, both domestically and nationally. Additionally, she has extensive expertise in compliance audits in accordance with uniform guidance (formerly A-133), and helps manage the employee benefit plan practice in the firm. Gelman, Rosenberg and Freedman, CPAs is a nationally and internationally recognized firm in the field of non-profit auditing and tax compliance, working with over 500 exempt organizations.

Eisner Advisory Group LLC with Eric Altstadter today on The Green Peak with Rich Zwicky today on The Cannabis Radio. Eric Altstadter is an Audit Partner and Chair of the firm's Cannabis and Hemp practice within the Manufacturing and Distribution Group. He has more than 30 years of experience working with public companies and privately held businesses throughout the country.

EisnerAmper LLP with Eric Altstadter is an Audit Partner and the leader for cannabis and hemp services within the Manufacturing and Distribution practice at EisnerAmper LLP. Eric Altstadter is an Audit Partner and the leader for cannabis and hemp services within the Manufacturing and Distribution practice. He has more than 30 years of experience working with public companies and privately held businesses throughout the country. Eric has helped numerous clients through the complex financial reporting and compliance issues associated with the filing of registration statements with the Securities and Exchange Commission (SEC) and raising capital from other groups. He has significant experience with companies in the financial services, technology, manufacturing and distribution, and retail industries.Eric is also a frequent speaker on accounting, auditing, and business topics. He is regularly recognized by the Long Island Business News (LIBN) in their Who's Who in Accounting and Who's Who in Audits editions. Eric was previously named by LIBN as one of the “Around 50” honorees in recognition of his leadership and support of Long Island businesses and the community.