Podcasts about bdo usa

(0:00) Intro(1:13) About the podcast sponsor: The American College of Governance Counsel(2:00) Start of interview(2:45) Amy's origin story(3:25) Her start in corporate governance(5:02) About the implosion of Arthur Andersen (she worked there from 1993 to 2002) (7:00) Her time at BDO USA for the past 21 years and founding the BDO Center for Corporate Governance(11:50) AI governance and board approaches to new technologies.(13:53) Technology savviness or literacy of directors. (15:32) Where does technology and AI fit in the board (full board v. committees) (17:53) Climate disclosures and evolution of ESG "ESG is considered a four-letter word at this point"(21:26) Evolving geopolitical landscape and challenges to globalization.(24:25) CEO Succession Challenges(26:40) CEO Compensation Insights and Private vs. Public Company Governance (including VC and PE)(33:30) Thoughts on new SEC guidance limiting shareholder proposals on ESG issues and expanding disclosure requirements for large asset managers ("passive investors") engaging with companies on ESG issues (shifting from 13G to 13D). The rise of private markets.(38:33) Future Governance Challenges "[F]or the next 12 months; 1) strengthening of AI and technology usage and oversight, 2) Continuing to evolve enterprise risk management, and 3) Ensuring effective cybersecurity and data protection policies." Other than that: talent management, board evaluations.(42:08) Evolving Board Structures(44:07) Books that have greatly influenced her life:The Notebook by Nicholas Sparks (1996)(45:31) Her mentors.(47:20) Quotes that she thinks of often or lives her life by: "Water finds its level." and "You'll never achieve what you don't make known that you want."(48:19) An unusual habit or an absurd thing that she loves. (48:54) The living person she most admires.(49:50) BDO USA governance podcastAmy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

“Vulnerability takes courage, but it is the foundation of authentic leadership.”Accounting Influencerswith Rob BrownIn this episode of the Accounting Influencers Podcast, Rob Brown hosts John Fenton, former managing partner at BDO USA, leadership consultant, and “CEO Sensei.” Drawing from his experiences in accounting, athletics, and martial arts, Fenton unpacks the essence of effective leadership. He highlights the importance of self-awareness, mindset, and resilience, offering practical tips like intentional breathing, morning rituals, and active listening. Fenton also underscores the value of relationships and authentic leadership, urging leaders to embrace vulnerability and balance.MoreAccounting Influencers with Rob Brown here

Rob Brown interviews John Wichmann and John Fenton on the evolving landscape of hybrid work in the accounting industry. They explore the importance of intentionality, accountability, and the overall employee experience in creating a successful hybrid work environment. The discussion highlights the challenges firms face in adapting to new work models, the necessity of structured opportunities for collaboration, and the need for flexibility in workplace culture. They also touch on the lessons that can be learned from other industries and make predictions about the future of hybrid work in accounting.Key TakeawaysHybrid work doesn't have to be a broken model.Flexibility is crucial for attracting and retaining talent.The apprenticeship model is vital for professional growth.Communication challenges arise in hybrid work settings.Intentionality in hybrid work can enhance productivity.Employee engagement is key to a successful hybrid model.Diversity in the workplace benefits from hybrid work options.Economic factors influence the viability of hybrid work.Understanding employee preferences is essential for management.The future of work requires a balance between remote and in-office presence. It's not about the amount of time spent in the office.The office experience must justify the commute.Intentionality is key to successful hybrid work.Accountability fosters trust within teams.Trust issues can arise during downturns.Flexibility must be part of the firm's culture.Firms need to differentiate themselves in the talent market.Employee engagement is critical for retention.Learning from other industries can provide valuable insights.Intentionality will define the future of hybrid work.Sound Bites"We want people to be at the water cooler.""Hybrid work adds a huge amount of value.""It's not about the amount of time.""How often has it been worth the commute?""You want to have opportunities structured.""Accountability is critical.""Trust issues bubble up in down times.""You need to set your firm apart.""Intentionality is the future."You can watch this whole episode on youtube with graphics and images here:https://youtu.be/fBBvlpRE75oJohn Fenton is the founder of John J. Fenton Executive Coaching, where he empowers CPA firm leaders to achieve greater clarity and freedom. Previously a managing partner with BDO USA, John brings a wealth of experience to his coaching practice. He is the author of the best-selling book 5 Minute Mastery™ and an award-winning speaker on executive leadership excellence. A Certified Success Principles Trainer, John is also a current Vistage speaker and formerly served as a Vistage Coach. A double graduate of the University of Miami, John earned both his MBA and BBA degrees while showcasing his leadership skills as a member of the Miami Hurricanes Football team. Personally, he holds a black belt in the martial art of tai chi and has a profound perspective on success, shaped by his experience surviving a heart attack. https://www.linkedin.com/in/johnjfentonceocoachJohn Wichmann is the Founder and CEO of Gather Sciences and the creator of Balanced Hybrid®, a platform that helps organizations develop sustainable hybrid work models. With expertise in data analytics, consulting, and executive leadership, John focuses on solutions that enhance productivity and employee development in the accounting profession.Previously, John co-founded Maptician, a workplace management software company...

Wild ride for markets - election movers and groovers. Fed dousing the fire a bit. Inflation is still a thing. Nuke talk again.... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? OHHH - the new shirt design is coming along... Warm-Up - Up and Down - Election Confusing Markets - What a wild ride - more to come - CTP for Carvana will be closing out this coming Friday and that is it for 2024 - CTP Cup comes in December - More hacks that no one cares about - Another big bankruptcy - Nuke talks again Markets - Up and down - shine off that penny? - Every pick / comment brings on new move - Fed pours some cold water on markets - Inflation - still a thing - Something happening - only happened a few times in history ANNOUNCEMENT : AH - Chili Competition Results - 3rd Place Netflix - Jake Paul (27) and Mike Tyson (58) - 60 million people "tried" to watch - Glitches - system overload - Jake Paul took it in a 8 round decision. - Can you imagine if Netflix starts doing these live events with a $1 charge? - Jake Paul got $40M and Tyson got $20M Follow Up - Palantir - Jumps after earnings and then announcing move to NASDAQ (Nov 26) - As of last Friday - #1 performer in S&P 500 this year - Up 48% MTD and 250% YTD - Big move Friday was because it will qualify for NAZ 100 (QQQ) and lots of buying will need to be done - Good for Peter: Thiel's Palantir holdings have increased in value by about $3.2 billion since the earnings report and $2 billion since the election. Once Hot -Now Not - Here is company that we had for clients -bought low, sold higher, bought some more higher, sold on way down - Super Micro - SMCI - was a darling for some time - then a few short sellers attacked - stock sold off - Company decided to follow the other guys with 10-1 stock spilts - stock was as high as $1,200 per share pre split- now??? $21.75 ($217.50 comparable) - Could be kicked out of NASDAQ - Short -Sellers couldbe right - Super Micro is late in filing its 2024 year-end report with the SEC, and has yet to replace its accounting firm. --- UPDATE - Super Micro Computer secures BDO USA as lead auditor, targets key filings by early 2025 amid NASDAQ approval process (Stock up 25%) Markets - Not Often Seen - The stock market has done this only three times since January 1871 - The Shiller P/E ratio has reached a reading of 38 only three times during a bull market rally in 153 years. In December 1999, during the dot-com boom, the Shiller P/E peaked at a reading of 44.19. Meanwhile, in the first week of 2022, it very briefly lifted above 40. - On most occasions, this heat needs to be cooled... It could take time as this is a slow moving ratio/indicator - Another point - only a few times in history have we seen a market up 20% - 2 consecutive years. --- Will it continue? History shows that this needs to cool off too - but that does not mean a crash is imminent. More Cooling - Russell 2000 was HOT right after the election. - Day after it was up like 5%+++ - Last week, down 4% Hack'd - Hackers linked to a Chinese intelligence agency were able to breach T-Mobile as part of a months-long campaign to spy on the cellphone communications of high-value intelligence targets - Last Wednesday, The Federal Bureau of Investigation (FBI) and the U.S. cyber watchdog agency CISA said China-linked hackers have intercepted surveillance data intended for American law enforcement agencies after breaking into an unspecified number of telecom companies. - Earlier in October, the Journal reported that Chinese hackers accessed the networks of U.S. broadband providers, including Verizon Communications, AT&T and Lumen Technologies,

Die Wall Street startet leicht schwächer in den Tag, belastet durch geopolitische Faktoren. Russland hat die Richtlinien für den Einsatz von Atomwaffen gelockert. Ein Schritt, der bereits vor einigen Wochen signalisiert wurde. Die Ukraine hat heute erstmals amerikanische Langstreckenraketen im Kampf gegen Russland eingesetzt. Was Quartalszahlen betrifft, steht Walmart im Fokus. Die Ertrags- und Umsatzziele schlagen die Ziele solide und das Management hebt ebenfalls die Aussichten für das Fiskaljahr 2025 an. Die Aktien von Lowe's und Trip.com können von den besser als erwarteten Zahlen nicht profitieren. Ab 15 Uhr MEZ hält Mircosoft CEO Satya Nadella im Rahmen der Ignite-Konferenz des Software-Riesen eine Rede. Die Aktie könnte dadurch beeinflusst werden. Bei den Aktien von Super Micro Computer sehen wir eine starke Rallye. Man konnte den Wirtschaftsprüfer BDO USA verpflichten, und hat bei der Nasdaq einen Antrag eingereicht, um ein Delisting von der Börse zu vertagen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Wall Street startet leicht schwächer in den Tag, belastet durch geopolitische Faktoren. Russland hat die Richtlinien für den Einsatz von Atomwaffen gelockert. Ein Schritt, der bereits vor einigen Wochen signalisiert wurde. Die Ukraine hat heute erstmals amerikanische Langstreckenraketen im Kampf gegen Russland eingesetzt. Was Quartalszahlen betrifft, steht Walmart im Fokus. Die Ertrags- und Umsatzziele schlagen die Ziele solide und das Management hebt ebenfalls die Aussichten für das Fiskaljahr 2025 an. Die Aktien von Lowe's und Trip.com können von den besser als erwarteten Zahlen nicht profitieren. Ab 15 Uhr MEZ hält Mircosoft CEO Satya Nadella im Rahmen der Ignite-Konferenz des Software-Riesen eine Rede. Die Aktie könnte dadurch beeinflusst werden. Bei den Aktien von Super Micro Computer sehen wir eine starke Rallye. Man konnte den Wirtschaftsprüfer BDO USA verpflichten, und hat bei der Nasdaq einen Antrag eingereicht, um ein Delisting von der Börse zu vertagen.

Welcome to EO Radio Show—Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the fourth in a series of episodes in which we discuss fraud at nonprofit organizations with the expert insight of Sly Atayee, a director at the national accounting firm BDO USA and a certified fraud examiner. In episode 94, we started with case studies of fraud at nonprofit organizations. Then, in episode 95, we discussed three immediate steps an organization can take to mitigate fraud risks. In episode 96, Sly walked us through several big-picture fraud prevention techniques for exempt organizations. Today, we wrap up the series with an "ask a certified fraud examiner" session to answer listener questions sent to our EORadioShow@fbm.com mailbox. Show Notes: Farella YouTube podcast channel Sly Atayee, Director, BDO USA, Certified Fraud Examiner ACFE - Overview of the fraud triangle: Fraud 101: What Is Fraud? ACFE - Occupational Fraud 2024: A Report to the Nations ACFE – Fraud Risk Management Tools COSO Integrated Internal Control Framework Executive Summary EO Radio Show #94: Fraud Risks at Nonprofit Organizations - Part 1 EO Radio Show #95: Steps Your Nonprofit Can Take to Mitigate Fraud Risks - Part 2 EO Radio Show #96: Fraud Prevention Techniques for Nonprofit Organizations - Part 3 If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com.  Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the third in a series of episodes studying financial fraud at nonprofit organizations. With the expert insight of Sly Atayee, a director at the national accounting firm BDO USA and a certified fraud examiner, we continue our discussion following the previous episodes where we were looking at real-life case studies of fraud at nonprofits, and some concrete steps an organization can take immediately to mitigate fraud risks. In this episode, we wrap up our discussion on fraud prevention techniques with a close look at building an effective system of internal controls. Our last episode in the series, "Ask a Certified Fraud Examiner," will answer listener questions. Please email them to eoradioshow@fbm.com. Show Notes: Sly Atayee, Director, BDO USA, Certified Fraud Examiner COSO Integrated Internal Control Framework Executive Summary Overview of the fraud triangle: Fraud 101: What Is Fraud? EO Radio Show #94: Fraud Risks at Nonprofit Organizations - Part 1 EO Radio Show #95: Steps Your Nonprofit Can Take to Mitigate Fraud Risks - Part 2 If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com.  Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 95 is the second in a series of episodes studying financial fraud at nonprofit organizations. With the expert insight of Sly Atayee, a director at the national accounting firm BDO USA and a certified fraud examiner, we continue our discussion following the previous episode that looked at real-life case studies of fraud at nonprofit organizations. This episode discusses steps your organization can take today to mitigate fraud risks. In the next episode, we'll look closely at fraud prevention techniques for exempt organizations. In our last episode in the series, "Ask A Certified Fraud Examiner," we'll answer listener questions. Please email them to eoradioshow@fbm.com. Show Notes:  Sly Atayee, Director, BDO USA, Certified Fraud Examiner COSO Integrated Internal Control Framework Executive Summary Overview of the fraud triangle: Fraud 101: What Is Fraud?  If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com.  Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 94 is the first in a series of episodes where we look at fraud and fraud risks at nonprofit organizations. With the expert insight of Sly Atayee, a director at the national accounting firm BDO USA and a Certified Fraud Examiner, this episode launches the series with case studies of fraud at nonprofit organizations. In the next few episodes, we'll talk about immediate steps an organization can take to mitigate fraud risks and big-picture fraud prevention techniques for exempt organizations. Our last episode in the series, “Ask a Certified Fraud Examiner,” will answer listener questions sent to our mailbox at EORadioShow@fbm.com. Show Notes: Sly Atayee, Director, BDO USA, Certified Fraud Examiner Occupational Fraud 2024: A Report to the Nations EO Radio Show #84: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations ABA Guidebook for Directors of Nonprofit Corporations If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com.  Additional episodes can be found at EORadioShowByFarella.com.  DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

On Episode 175 of The Unique CPA, Randy Crabtree connects with John J. Fenton who discusses his transformative journey from college athletics to public accounting to leadership coaching. John served as managing partner at BDO USA, and his experience of the profession drives his insights on leadership, employee engagement, trust, and progressing beyond the billable hour. John has drawn upon his time as a college athlete and his black belt certification to help him better appreciate the role of mindfulness and continuous self-improvement in effective leadership. Get the full show notes and more resources at TheUniqueCPA.com

This week on the UpLevel Podcast, Christy King, shares her journey and insights on building a coaching culture within an organization. Aside from being the Head of National Leadership Development of BDO USA, Christy is a certified Co-Active coach. She highlights how she discovered coaching, which she considers a 'superpower', and advocates for its integration in the workplace. She believes coaching can truly enhance leadership and improve the personal well-being of employees, which drives team productivity and results in achieving company goals and success.For anyone looking to cultivate effective developmental strategies within their organization, tune into this insightful conversation that explores how embracing these practices can lead to significant individual and corporate growth.In This Episode:Christy defines coaching as a "superpower" that helps others help themselves through curiosity, genuine listening, and powerful questioning.The distinction between advising and coaching in professional roles.Her personal story about discovering positive leadership and meeting Steve Gladis led to embracing a coaching approach within BDO.How experiencing effective coaching firsthand influenced Christy's mission to establish a culture of coaching at work.The impact of receiving personal executive coaching on her own development as a leader and mother.Challenges faced while integrating coach training into corporate structure amidst priorities like workload pressures and measuring the ROI.Strategies for implementing a culture of coaching include starting with foundational skills like questioning and listening.Advice for other organizations looking to foster their own cultures around strengths-based leadership: start small but stay persistent in sharing your vision; integrate external coaches along with developing internal leaders' capabilities; be flexible in customizing programs according to company culture without losing core methodologies or values alignment.Christy also emphasizes how important it is for vendors partnering with companies like BDO to understand unique organizational cultures. About Christy:Christy King founded and leads the National Leadership Development function for BDO USA, one of the largest Accounting and Consulting firms in the country. She has 20+ years of experience in people development and is known for her passion for developing leaders and empowering them with the insights and self-awareness to help them “show up” as their authentic selves. Fixed on the goal to build a coaching culture at BDO and a firm believer that coaching is one of the most impactful development tools we can offer leaders, Christy has partnered over the years with her team and strategic leaders throughout the firm to build a robust and progressive leadership development approach and resources that weave coaching concepts and resources throughout. Christy herself is a Certified Professional Co-Active Coach (CPCC), working toward ICF professional coach certification. She believes that everyone is a leader, regardless of level, and that we all have opportunities to model excellence, leading ourselves and others, and helping people thrive every day. LinkedIn: www.linkedin.com/in/christylkingwww.uplevelproductions.comhttps://www.instagram.com/uplevelproductions/https://www.linkedin.com/company/uplevelproductionscompanyhttps://www.facebook.com/uplevelproductionscompany

Dr. Stacy Feiner is an accomplished psychologist, business leader, innovator, author, and mom. She advises private and family-owned businesses with a pro-growth, pro-health approach that ensures leaders solve emotionally charged situations, move forward, and increase enterprise value and family connection. Curious about people and culture, Stacy has lived in 8 US cities and traveled through 9 countries. A Doctor of Psychology (PsyD), Stacy is an expert at helping complex people systems shape their desired future. Her inclusive perspective creates a competitive advantage in a world that accepts average. Before focusing on private enterprise, Stacy served as an executive at Merrill Lynch, coaching financial advisors to scale their practices and stay confident during volatile markets, getting licensed Series 7 herself. As an HR executive at KeyBank, Stacy helped complete a billion dollar sell-side transaction, and at BDO USA, Stacy advised family businesses in all stages seeking to achieve success in all their ventures and family branches. Dr. Feiner founded her own firm to bring a new lens that accelerates growth of privately-owned companies. Stacy published her first book, Talent Mindset, in 2015, and co-authored the bestselling, The Sixth Level, in 2023, used by universities, businesses, and nonprofits.   What You'll Learn ●      Why advisors are so important in a business. ●      Which kinds of boards to choose for a business. ●      The importance of transparent and authentic conversations.   Timestamps ·       [05:37] Why businesses need advisors. ·       [12:44] Dr Feiner's advice on building an advisory board. ·       [18:01] Creating transparency and authenticity. ·       [26:47] Fiduciary boards vs advisory boards. ·       [38:12] Family councils. ·       [45:10] Advice to reluctant business owners.   Memorable Quotes ·       “Every business problem that you have is solvable.” – Dr Stacy Feiner [24:26] ·       “Growth is fun.” – Dr Stacy Feiner [46:40]     Websites fambizforum.com. www.stacyfeiner.com. www.linkedin.com/in/stacyfeiner.

Wayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, on the Earmark Podcast to discuss BDO's recent transition to an employee stock ownership plan (ESOP), making it the first major accounting firm to implement an ESOP structure. They discuss how the ESOP aims to attract and retain talent in the accounting profession and provide employees at all levels with an ownership stake in the firm.Meet Our Guest, Wayne BersonLinkedIn: https://www.linkedin.com/in/wayneberson/Learn more about BDOWebsite: https://www.bdo.com/Need 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/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant 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

Wayne Berson, CEO of BDO USA, joins Blake and guest host, David Leary, to discuss BDO's recent transition to an employee stock ownership plan (ESOP), making it the first major accounting firm to implement an ESOP structure. They discuss how the ESOP aims to attract and retain talent in the accounting profession and provide employees at all levels with an ownership stake in the firm.Chapters (00:44) - Why do an Employee Stock Ownership Plan(ESOP) now? (09:06) - BDO borrowed $1.3 billion - what is that money for? (14:52) - How will ESOP benefit staff? (19:06) - Is there a way to pull money out of the ESOP without leaving? (29:15) - How do you become a partner at BDO? (31:25) - What are my options when I'm a partner at BDO? (35:54) - What are your thoughts on the talent shortage and the 150-hour rule? (47:47) - What advice do you have for other firms thinking of becoming an ESOP? Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Wayne BersonLinkedIn: https://www.linkedin.com/in/wayneberson/Learn more about BDOWebsite: https://www.bdo.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Lloyds Banking Group joins HSBC and US group Citi in ordering employees back into the office, a shortage of accountants is causing problems in the US and Brazil's former president, Jair Bolsonaro, is caught up in a scandal over expensive jewellery from his time in office. Plus, the FT's Courtney Weaver on the FT's latest podcast series, ‘The Russian Banker', about a controversial Russian financier who fled to the US.Mentioned in this podcast:Shortage of young accountants leads BDO USA to double offshore workforceBrazil's jewellery scandal adds to Jair Bolsonaro's legal woesUK banks tighten up on work from homeThe Russian Banker, Part 1: The raidThe FT News Briefing is produced by Josh Gabert-Doyon, Manuela Saragosa, Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Monique Mulima, Monica Lopez, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In part 2 of our mini-series dedicated to the new retail store rationalization strategy, we focus on another trend that is picking up steam – the movement out of the traditional mall and into free-standing or strip mall locations. Why is this change underway? And are there any unique use cases for these smaller spaces?Tune into this episode of our 60-second Retail podcast to hear David Berliner, Partner & National Leader of Business Restructuring at BDO USA, explain why retailers are restructuring their footprints and how they stand to capitalize on smaller spaces.

In this episode, Blake and David talk app integration frustrations, Gusto's new payroll feature, increased fees for tax professionals, a tragic accident involving an IRS agent, low job fulfillment among accountants, and an employee stock ownership plan at BDO. They also dive into Amazon's new product review feature and the appointment of a former Intuit executive as the new CEO of PayPal. Rounding things out, they speculate on Alex Chriss' move to PayPal and the potential benefits for accountants and bookkeepers.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowAero Workflow - http://accountingpodcast.promo/aeroKeeper - https://cloudaccountingpodcast.promo/keeperChapters (00:04) - Preview: BDO's new equity model (00:55) - Welcome to The Accounting Podcast (02:35) - Every app for accountants should have a spreadsheet view (05:59) - We have reached peak user interface: How AI will simplify app design (07:22) - Why Bob from accounting could soon be a bot (12:30) - NATP study shows tax pros raised prices by over 20% in 2023 (20:57) - IRS agent accidentally killed by fellow agent at gun range (24:12) - Sam Bankman Fried sent to jail (25:19) - 60% of accountants rate their job fulfillment at C or lower (27:20) - BDO USA borrows $1.3 billion to create an employee stock ownership plan (32:05) - How to solve the accounting talent crisis (35:50) - Amazon using AI to summarize customer reviews (37:25) - PayPal's names new CEO: How Intuit, PayPal, and X are all connected (47:24) - Wrap up, where to reach us, and checking in on the live chat Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesPayPal Names Alex Chriss as Next President and CEO        https://newsroom.paypal-corp.com/2023-08-14-PayPal-Names-Alex-Chriss-as-Next-President-and-CEO Alex Chriss Succeeds Dan Schulman as the new CEO of PayPal       https://ceoworld.biz/2023/08/17/alex-chriss-succeeds-dan-schulman-as-the-new-ceo-of-paypal/ IRS agent accidentally shot, killed by fellow agent during training at Phoenix gun rangehttps://www.azfamily.com/2023/08/17/irs-agent-accidentally-shot-killed-by-fellow-agent-during-training-phoenix-gun-range/ AICPA, NASBA Team to Help Ease Path to CPA Licensure   https://www.intuitiveaccountant.com/in-the-news/people-and-business/aicpa-nasba-team-to-help-ease-path-to-cpa-licensure/ Withum and Seton Hall launch CPA apprenticeshiphttps://www.accountingtoday.com/news/withum-and-seton-hall-launch-cpa-apprenticeship Large firm shakes up business model with employee stock ownership planhttps://www.journalofaccountancy.com/news/2023/aug/large-firm-shakes-up-business-model-employee-stock-ownership-plan.html Intuit Names Marianna Tessel General Manager of Small Business and Self-Employed Grouphttps://www.businesswire.com/news/home/20230814601878/en/Intuit-Names-Marianna-Tessel-General-Manager-of-Small-Business-and-Self-Employed-Group/ Can PayPal's incoming CEO jump-start profitable growth?https://www.paymentsdive.com/news/paypal-ceo-checkout-venmo-smb-payments/690928/ BDO to create ESOP with $1.3B credit deal            https://www.accountingtoday.com/news/bdo-to-create-esop-with-1-3b-credit-deal Former eBay CEO Still Wields Influence over PayPal as It Names New CEOhttps://www.ecommercebytes.com/2023/08/14/former-ebay-ceo-still-wields-influence-over-paypal-as-it-names-new-ceo/ Elon Musk's 25-year obsession with 'X' explains what he did to Twitterhttps://mashable.com/article/musk-x-twitter-paypal With plans to hire 200, a former PayPal CEO launches new digital bank in Miamihttps://www.miamiherald.com/news/business/article251326533.html Outspoken: Bill Harris, Founder and Chairman of Personal Capital and former CEO of Intuit and Paypal       https://www.jsbarefoot.com/podcasts/2017/5/21/outspoken-bill-harris-ceo-of-personal-capital-and-former-ceo-of-intuit-and-paypal 5 things to know about Intuit's small business guru Alex Chriss—PayPal's incoming CEO https://www.fastcompany.com/90938418/paypal-ceo-alex-chriss-dan-schulman-what-to-know X.com names former Intuit brass its CEOhttps://www.cnet.com/tech/tech-industry/x-com-names-former-intuit-brass-its-ceo/ 5 ways the IRS funding boost is paying offhttps://www.washingtonpost.com/opinions/2023/08/17/irs-funding-tax-season-wait-times/ How Amazon continues to improve the customer reviews experience with generative AIhttps://www.aboutamazon.com/news/amazon-ai/amazon-improves-customer-reviews-with-generative-ai BDO partners in line for windfall after $1.3bn debt deal with Apollo Global Management | Financial Times               https://www.ft.com/content/78f60830-57a2-4671-b3dd-d3c3fed8c24f Sam Bankman-Fried Sent to Jail After Judge Revokes Bailhttps://www.nytimes.com/2023/08/11/technology/sam-bankman-fried-jail.html?smid=nytcore-ios-share&referringSource=articleShareGet 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 ClassifiedsFinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Royalwise - https://royalwise.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

In part 1 of our mini-series dedicated to the new retail store rationalization strategy, we explore how the retail lease has been shaped by variables such as the pandemic, shifting consumer behaviors and economic whirlwinds.What did leases look like pre-pandemic and how does that compare to now? What important areas should retailers focus on when negotiating the restructure of a lease?Tune in to this episode of 60-second Retail to hear Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA, discuss how the retail lease has evolved alongside the changing retail landscape and what retailers should consider when looking to restructure.

Why are eCommerce retailers opening physical stores at a time when most other retailers are looking to shrink their footprint? What benefits come with pushing the business “in real life” for these formerly eCommerce pure play retailers?Listen in to this episode to hear David Berliner, Partner & National Leader of Business Restructuring at BDO USA, explain the strategy at play behind this seemingly risky move.

Is social media a viable platform for retailers to source product design inspiration? Are there any hurdles for retailers looking to implement this real-time feedback to product design? Listen to this episode as Paige Lustbader, Audit Director in the Retail & Consumer Products industry group at BDO USA, explains some of the more interesting ways retailers have been using social platforms as of late.

Dollar stores seem to be the up-and-coming way to get a good deal on products, with social media influencers and real-life TV stars touting deals. Why is this shift in spending happening?Dollars stores are also opening a large number of new stores when other retailers are scaling back. Is this a viable growth strategy given market conditions?Tune into this episode to find out why David Berliner, Partner & National Leader of Business Restructuring at BDO USA thinks this is happening and if there is success in store for the retailers employing this growth strategy.

Can you downsize your retail staff without negatively impacting the customer experience? Does downsizing effect the consumer's desire for hyper-personalization? Tune into this episode to find out what Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA thinks you should consider before you downsize staff.

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com.SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relayForwardly - https://cloudaccountingpodcast.promo/forwardlyChapters (00:04) - Preview: Accounting firms will transition to corporations (01:00) - Blake and David are back from their trips (05:03) - A 15-year-old in Mississippi has passed the CPA exam (07:00) - Jennifer asks about TAP's TurboTax Live Business experience (10:05) - Mackenzie's voicemail re: accounting shortage (18:37) - BDO USA is shifting from a partnership to a corporation (20:55) - EY officially announces it has called off "Project Everest" but is still the number one US audit firm for public companies (24:25) - M365 Co-Pilot updates (29:50) - Thomson Reuters announces $100 million per year AI investment (32:04) - Avalara launches a sales tax calculator in ChatGPT (36:17) - Gusto hires former head of data science and analytics from Google (37:09) - Taxfyle releases AI tax-prep bot (39:04) - New York announces new AI law for hiring (44:15) - A few more quick tech stories and the problems with client portals (47:06) - Wrapbook wrap-up (51:45) - Where to reach David and Blake Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesTech News: TaxFyle releases AI tax prep bot          https://www.accountingtoday.com/list/tech-news-taxfyle-releases-generative-ai-tax-prep-bot Why everyone is mad about New York's AI hiring lawhttps://www.technologyreview.com/2023/07/10/1076013/new-york-ai-hiring-law/ Mississippi youth passes CPA Exam – at Age 15https://www.journalofaccountancy.com/news/2023/jun/mississippi-youth-passes-cpa-exam-at-age-15.html BDO USA is Shifting From a Partnership to a Corporation - CPA Practice Advisorhttps://www.cpapracticeadvisor.com/2023/06/26/bdo-usa-is-shifting-from-a-partnership-to-a-corporation/81445/ Gusto hires former Google exec to add AI to products | Accounting Todayhttps://www.accountingtoday.com/news/gusto-hires-former-google-exec-to-add-ai-to-products KPMG cuts 5% of U.S. workforce | Accounting Today        https://www.accountingtoday.com/news/kpmg-cuts-5-of-u-s-workforce KPMG's Big Four Dominance on Bank Audits Shaken by Failureshttps://news.bloombergtax.com/financial-accounting/kpmgs-big-four-dominance-on-bank-audits-shaken-by-failures Thomson Reuters adding AI to tax software | Accounting Todayhttps://www.accountingtoday.com/news/thomson-reuters-adding-ai-to-tax-software EY Tops Rival Audit Firms in Public Company Clients - CPA Practice Advisorhttps://www.cpapracticeadvisor.com/2023/06/20/ey-tops-rivals-in-public-company-audit-clients/81193/ Shopify vows to fight CRA request to hand over records from more than 121,000 Canadian businesseshttps://www.ctvnews.ca/business/shopify-vows-to-fight-cra-request-to-hand-over-records-from-more-than-121-000-canadian-businesses-1.6454822 Accounting firm EY calls off ‘Project Everest' to break up firm ...https://www.dailymirror.lk/business/Accounting-firm-EY-calls-off-Project-Everest-to-break-up-firm/215-261867 Finance Automation Platform Ramp Acquires AI Startup Cohere.iohttps://www.pymnts.com/artificial-intelligence-2/2023/finance-automation-platform-ramp-acquires-ai-startup-cohere-io/ BDO USA is Shifting From a Partnership to a Corporation https://www.cpapracticeadvisor.com/2023/06/26/bdo-usa-is-shifting-from-a-partnership-to-a-corporation/81445/  M365 Copilot, Microsoft's generative AI tool, explainedhttps://www.computerworld.com/article/3700709/m365-copilot-microsofts-generative-ai-tool-explained.html Intuit Supercharges Intuit GenOS with OpenAI's Large Language Models to Bring GenAI Experiences to Customershttps://investors.intuit.com/news/news-details/2023/Intuit-Supercharges-Intuit-GenOS-with-OpenAIs-Large-Language-Models-to-Bring-GenAI-Experiences-to-Customers/default.aspx Wrapbook Expands its Payroll Platform to Enable Seamless ...https://www.businesswire.com/news/home/20230629819270/en/Wrapbook-Expands-its-Payroll-Platform-to-Enable-Seamless-Collaboration-Across-Production-and-Accounting-Teams Kraken ordered to turn over its users' information to the IRShttps://www.accountingtoday.com/articles/kraken-ordered-to-turn-over-its-users-information-to-the-irs Some Chicago Restaurants Are Still Adding Surcharges Of Up to 20% to Checks. Should They?https://www.nbcchicago.com/news/local/some-chicago-restaurants-are-still-adding-surcharges-of-up-to-20-to-your-bill-should-they/3055697/ As Thomson Reuters Explains Its Acquisition of Casetext, Some Investors Seem Uncertainhttps://www.lawnext.com/2023/06/as-thomson-reuters-explains-its-acquisition-of-casetext-some-investors-seem-uncertain.htmlGet 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 ClassifiedsUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/FinDaily - https://findaily.io/ 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

How does the recent increase of minimum wages seen in states recently impact a retailers need for technology? If a retailer is decreasing headcount and increasing the use of technology, are there trade-offs? And does the consumer care if a retailer is more heavily reliant on technology in-store? Tune into this episode to find out how Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA thinks increased wages will play out across the industry.

The next generation of consumers is hyper focused on ESG efforts and ensuring the companies they buy from are too. So much so, this generation is both backing it up with their wallet and driving legislation changes. What are the critical components to a successful retail ESG strategy? How does the UFLPA effect a retailer's ability to attract and retain the next generation of consumers? Listen to this episode to hear James Fountain, Senior Director, Sustainability and ESG Solutions at BDO USA, walk us through how retailers can not only improve their ESG strategy with these new laws underway, but deliver on these consumer's needs.

In this episode, the second in our two-part mini-series dedicated to retail theft, we are joined by Drew Olson, Partner in Forensic Insurance & Recovery at BDO USA, to help us understand what retailers need to do after a theft has occurred and give us some advice around insurance recovery.

In this two-part mini-series dedicated to retail theft, we explore how to both prevent and respond to an incident when it occurs. While technological advancements at the check-out seem to be enabling theft, can technology also play a role in loss prevention? In this episode, we are joined by Jared Crafton, Principal of the Forensic Technology Practice at BDO USA, to talk about what retailers can do to help prevent theft.

Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today's episode of Bridging The Gap. Steven's firm is helping financial advisors transform the way they deliver tax planning, how tax planning is integrates with wealth management, and how advisors can incorporate more tax planning into their client services.Steven dives into how advisors can find the time to incorporate tax planning into their firms and better utilize our time around helping our clients with tax planning. He shares common myths about tax planning from his book, how every money decision has a tax impact, and how simply referring clients to a CPA may not be enough.Steven shares his experience in the industry, why he started Retirement Tax Services, key factors that make tax planning great, and how we can deliver value to our clients. Advisors are the quarterback of the relationship between client and CPA, and Steven walks us through how do bridge these two components of financial advisory to ensure our clients' needs are met.Steven Jarvis Bio:Co-founded by Steven Jarvis, CPA, Retirement Tax Services (RTS) specializes in the unique needs of taxpayers who are in, approaching, or planning for retirement. What makes RTS unique is that it works in partnership with your existing Financial Advisor to make your life easier and ensure that you are not leaving the IRS a tip (aka overpaying). While most tax preparers see filing a tax return as the finish line, that is just step 1 in our process.Steven Jarvis, MBA, CPA, is also RTS's CEO & Lead Tax Wiz. Steven has a Bachelor of Science in Accounting and a Masters of Business Administration. He is a Certified Public Accountant (licensed in Washington State, no. 30681) with over ten years of accounting experience with some of the Nation's largest firms, including BDO USA, LLP, and CliftonLarsonAllen LLP. Steven is also a former adjunct professor of accounting in the MBA program at Whitworth University. And when he is not focused on taxes, he is a Dad, Husband, and Triathlete.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn

What is an elastic website? What are the benefits of migrating over to technologies that enable this? And where do retailers even start if they are looking to employ this technology? Find out in this episode where we are joined by Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, who walks us through why an elastic website should be on your list of priorities when it comes to digital innovation.

Welcome to the Accounting Influencers Podcast, going live every Monday and Thursday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, guest John Fenton shares valuable insights on how accountants can attract and retain top talent to grow their firms. John emphasizes the importance of measuring success based on the quality of relationships with customers, employees, and vendors. He advises accountants to create white space on their calendars to reflect on their firm's direction, clients, and ongoing projects.The conversation delves into the challenges faced by accounting firms in the current talent landscape. John discusses the battle for talent and the push and pull dynamics related to remote work and the return to office dilemma. He acknowledges the changing expectations and desires of the workforce, highlighting the importance of work-life balance and well-being. John also explores the concept of culture and its impact on the success of firms, emphasizing that the "soft" skills related to people, relationships, and culture are essential bedrocks for thriving businesses.In addressing the talent challenge, John suggests that firms need to focus on creating an environment where individuals can contribute to something bigger than themselves and align their values with the firm's values. He emphasizes the need for critical thinking, creativity, and problem-solving skills in the profession, given the advancements in AI and technology.Listeners will gain valuable insights into talent retention strategies, creating a positive work culture, and addressing the evolving needs of the workforce. John's expertise provides actionable advice for accountants looking to attract and retain top talent while positioning their firms for growth in a competitive industry.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGuest BioJohn Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.As the founder of John J Fenton Executive Coaching, John has worked with a diverse range of leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.John is also the author of the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events around the world.In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for wellbeing in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage overwhelm, and develop emotional intelligence.John's three specialty topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In all of his work, he emphasizes the importance of purpose, culture, diversity, equity, and trust, and provides actionable insights for leaders who want to thrive in 2023 and beyond.◣━━━━━━━━━━━━━━━━━━━━◢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:

The difference between the customer journey and the customer experience (CX) is extremely important to understand. Of equal importance, is being able to tie the two together. How do retailers accomplish this? And what value can be unlocked by doing so? Tune into this episode where Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, answers these important questions.

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 today's episode, "Accounting Leadership in Tough Times", John Fenton speaks with host Rob Brown about his experience as a managing partner at BDO and his passion for leadership. Fenton draws upon his background in athletics, particularly in football and martial arts, to emphasise the importance of mindset, self-awareness, and intentionality of ineffective leadership. He stresses the need for leaders to take a step back, breathe deeply, and create white space on their calendars to centre themselves, make better decisions, and build deeper relationships with their employees and clients.Fenton also touches on the power of active listening and focusing on what is most important. He believes that allowing oneself to be more centred leads to deeper, more meaningful relationships with employees and clients. Fenton also shares his personal experience with goal setting and how it changed his life, motivating him to work towards achieving his potential as an athlete and ultimately leading him to a successful career in accounting. This episode offers valuable insights into effective leadership strategies for accountants looking to grow their firms.You can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencersGUEST BIOJohn Fenton is a seasoned executive coach, speaker, and author who specializes in helping leaders navigate tough and complex situations. With a black belt in tai chi and over two decades of experience as a managing partner at BDO USA, John brings a unique perspective to leadership development.As the founder of John J Fenton Executive Coaching, John has worked with diverse leaders, from managing partners at professional firms to board executives and CEOs. He understands the inner game of leadership, and his methodology focuses on developing the mindset, purpose, and culture necessary for success in today's rapidly changing world.John also authorises the best-selling book 5 Minute MasteryTM, which provides practical advice and strategies for leaders who want clarity and more freedom. He is an award-winning speaker on executive leadership excellence, having spoken at conferences and events worldwide.In addition to his professional accomplishments, John is a heart attack survivor and a strong advocate for well-being in the workplace. He is passionate about helping leaders overcome imposter syndrome, manage to overwhelm, and develop emotional intelligence.John's three special topics are leading in challenging times, winning the talent battle, and the top five challenges for modern-day leaders. In his work, he emphasises the importance of purpose, culture, diversity, equity, and trust and provides actionable insights for leaders who want to thrive in 2023 and beyond.Connect with Johnhttps://JohnJFenton.com/contacthttps://LinkedIn.com/in/JohnJFentonCeoCoach◣━━━━━━━━━━━━━━━━━━━━◢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:

What is a dynamic shopping experience? Why is implementing this so important for retailers? And what is the value proposition in creating these experiences for consumers? Tune into this episode where we are once again joined by Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, who explains how the advancements in technology are leading to better data collection and more innovative ways of employing that data.

What exactly is an NFT? And how can they be leveraged to improve a company's digital presence and build relationships with consumers? Tune into this episode to hear Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, explain the value proposition of NFTs for retailers looking to take their brand virtual.

Now that the Metaverse has been around for a bit, have brands changed the way they are leveraging this important platform? Are there any lessons to be learned from retailers who have activated in the virtual world? In this episode we are joined by Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, to discuss just how rapidly the virtual world is evolving and the trends to watch out for.

Headlines as of late are reporting mass talent shortages across a variety of industries. But is there a talent shortage happening in the retail industry? How can retailers circumvent the negative impacts this issue may bring? Tune into this episode where Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA, speaks with us about this very important topic.

We're seeing a shift in the types of clothes that consumers are purchasing as of late, with more business attire flying off the shelves at a lot of retailers. But business attire doesn't look quite the same as it did pre-pandemic. Could there be a new business attire category on the market? Tune into this episode where James McNamara, Partner in Core Tax Services at BDO USA, speaks with us about one of the bigger fads we've seen emerge in post-pandemic times.

How does 2023 compare to 2022 when it comes to retail bankruptcy filings and store closures? Are certain segments in a better position than others? What will the impact of excess inventory be on the financial outlook for the rest of the year? Tune into this episode to hear what David Berliner, Partner & National Leader of Business Restructuring at BDO USA, thinks is in store for the industry as we move full steam ahead into 2023.

In this episode, Joanne Szupka is joined by Maria Thiel & Blake Head to discuss the world of Employee Stock Ownership Plans (ESOPs) & SECURE 2.0. The discussion focuses on the three provisions in SECURE 2.0 that relate to ESOPs:Deferral of tax for certain sales of employer stock to employee stock ownership plan sponsored by S Corporation starting in 2028.Certain securities treated as publicly traded in case of employee stock ownership plans.Worker Ownership, Readiness, and Knowledge (WORK Act).Key Takeaways: Welcome [2:51] Updates in the ESOP world [6:17] Three provisions in SECURE 2.0 that relate to ESOPs [7:00] Section 114[11:24] Section 123[14:25] Worker Ownership, Readiness, and Knowledge[20:22] Conclusion Resources:BDO.comBDO.com/ERISA Blake Head on LinkedInJoanne Szupka on LinkedIn ESOP Advisory: BDO Capital Advisors, LLCDisclaimer: Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

What retail sector is speeding ahead in the digital innovation race and how are they doing this? What can you borrow from these digital gurus to strengthen your own digital transformation strategy? Tune in to this episode of our 60-second Retail podcast, as Robert Brown, National Digital Leader for Retail and Consumer Products at BDO USA, discusses some of the more interesting findings from the 2023 Retail CFO Outlook Survey, and why digital innovation shouldn't take a back seat even in these more financially challenging times.

How are Retail CFOs planning to deal with the fallout from supply chain strains that have left them at times with not enough inventory, and at other times too much? What vulnerabilities can be negated simply by going back to the basics with your supply chain strategy? In this episode of our 60-second Retail podcast, Ted Vaughan, Assurance Managing Partner and Retail and Consumer Products Leader of the Southwest region at BDO USA, unveils some of the key findings from the 2023 Retail CFO Outlook Survey.

Why are retailers planning to take on debt even in the face of a potential recession? Who are the most vulnerable retailers as the economic volatility continues? How can retailers build resiliency in the year ahead? In this episode of our 60-second Retail podcast, David Berliner, Partner & National Leader of Business Restructuring at BDO USA, talks about some of the 2023 Retail CFO Outlook Survey findings and what it might mean for the retail sector in the year ahead.

Amy Cavaliere is an Experienced Tax Paraprofessional at BDO USA, LLP. She is a certified CPR and AED instructor, an advocate for the American Heart Association, and was chosen to be an ambassador for the American Heart Association's Go Red for Women campaign in 2022. Amy served as a Member of the Executive Leadership Team for the Richie Ashburn Home Runs for Heart and an Executive Challenge Member for the Heart Walk with the American Heart Association. In this episode… After a medical trauma, it can be difficult to understand your body again. Being prepared for an emergency can be the difference between life and death. What steps can you take to be prepared in the event of an emergency? When Amy Cavaliere suffered a SCAD (spontaneous coronary artery dissection) emergency, she became aware of how important learning life-saving techniques are. Experiencing this event changed her perspective on how to listen and trust her body. Every minute that passes when in cardiac arrest, without administered CPR, decreases the survival rate. Knowing how to properly and safely administer CPR can save someone's life.  In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Amy Cavaliere, an Experienced Tax Paraprofessional at BDO USA, LLP, to discuss how CPR and AED training can save lives. Amy talks about experiencing cardiac arrest, being an advocate for heart health, and why you should learn hands-on CPR.

The U.S. college enrollment fell for the 3rd consecutive year since the pandemic, and there has been a drop in high school graduation in many states. How does this "backlash against education" impact the retail industry? Can retailers turn this into an opportunity to attract talent? Tune in to hear why Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA, is keeping a close eye on these troubling trends.

With the retail partnership space rapidly evolving, there's a new hybrid format that's taking off. Big box retailers are renting out retail space in their stores to small businesses. Is this a good strategy for retailers to consider when looking for new ways to expand business? What benefits does it bring to the consumer? Tune into this episode where Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA, explains why this may be a highly beneficial partnership for both retailers and consumers alike.

Why has the retail industry seen so many corporate job cuts over the last few months? How does this move reconcile with the need to create an employee experience that keeps them happy, engaged and invested in the company? Listen in to this episode to hear what Ross Forman, Managing Director in the Workplace Operations & Strategy Group at BDO USA, thinks is going on, and what retailers need to do continue to attract and retain talent with corporate cuts underway.

With shipping charges decreasing on the international front, and last-mile delivery companies announcing poor performance predictions on the domestic front, what's really going on with the retail supply chain? In this episode we are joined by R.J. Romano, Managing Director, Business Advisory Services & Supply Chain Advisory Practice Leader at BDO USA, who helps us sort through all the mixed signals.

How can retailers use extra inventory to lower their total taxable income? What tax benefits might there be for a retailer who chooses to donate excess inventory? Tune into this episode where James McNamara, Partner in Core Tax Services at BDO USA, lays out some considerations for retailers when determining the best way to manage excess inventory.