Podcasts about cgma

Flexible systems help accounting professionals remain, contribute, and advance when life's responsibilities change.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchWhen caregiving responsibilities collide with work, even the most committed professionals can find themselves questioning whether their careers are still sustainable.In this episode of MOVE Like This, Donny Shimamoto, CPA.CITP, CGMA, managing director of IntrapriseTechKnowlogies and inspiration architect at the Center for Accounting Transformation, joins Bonnie Buol Ruszczyk to discuss what accounting firms can do to better support employees with caregiving responsibilities. Drawing from his own experience as a caregiver and his firm's long-standing flexible work model, Shimamoto explains why supporting caregivers isn't about creating complicated new policies. Instead, it's about building thoughtful systems, training managers, and planning work in ways that recognize employees have lives outside the office. MORE MOVE Like This | MORE CPA Trendlines Streaming Network Shimamoto shares how becoming a caregiver for his great-aunt changed his own perspective on the issue. While many people associate caregiving with raising young children, his experience highlighted how responsibilities for aging parents, relatives, and others often arrive unexpectedly and affect employees across every stage of their careers. Rather than viewing caregiving as a temporary accommodation for a small group of employees, he believes firms should recognize it as a reality that will affect nearly everyone at some point in their lives. That shift in thinking changes how organizations design policies, manage workloads, and retain experienced professionals. 

The strategy may be simple, but the execution is not.The Concierge CPAWith Jackie MeyerIn this episode, Dr. Jackie Meyer, CPA, welcomes Jason Ackerman, CPA, CFP, CGMA, chief financial officer and co-founder of WealthRabbit, to separate practical Roth IRA guidance from the oversimplified advice circulating online.  MORE Jackie Meyer | MORE CPA Trendlines Streaming Network Roth IRAs can provide tax-free growth and qualified withdrawals, but eligibility rules, reporting requirements, and conversion mechanics leave plenty of room for costly mistakes. Meyer and Ackerman examine direct contributions, backdoor Roth strategies, the often-misunderstood five-year rules, and the documentation advisers need to implement these strategies correctly.A central warning: A backdoor Roth is not a product or a one-click transaction. It is a multistep process that requires advisers to examine the client's existing IRA balances, properly report nondeductible contributions and conversions, and reconcile Form 8606 with Form 1099-R.“Messing up the backdoor Roth is probably the one that can hurt the most,” Ackerman says.

Boards need more than reports to provide effective fraud risk oversight; they need structures that help them determine whether risk management programs work. Jonathan Marks, CPA/CFF/CITP, CGMA, CFE, the author of the most recent FVS Eye on Fraud report, explains more about how boards should be involved — and how they shouldn't — when it comes to oversight of fraud risk. Key points of the discussion include how information that reaches the board is often "scrubbed" and why the right questions can help directors stay in the loop on fraud risk. Editor's note: The summer FVS Eye on Fraud report is available for download at the link above. It becomes exclusive to FVS Section members after Oct. 9. What you'll learn from this episode: Why effective fraud risk oversight is a structural discipline rather than a reporting exercise. How boards can determine whether a fraud risk management program works in practice without stepping into management's role. Why feedback loops are essential to ensuring that directors receive and understand the right information. An explanation of the Candor Chain and the ways critical information can be softened, altered, or lost before reaching the board. How the COSO Fraud Risk Management Guide can help boards evaluate risks, controls, and the human factors behind fraud.

Accountants should demand systems that reveal the work, respect boundaries, and produce results humans can verify.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationAgentic AI does not have to replace an accountant to transform accounting. Its more practical role may be far less dramatic — and far more useful.In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, explore how narrowly focused AI agents can help professionals retrieve information, analyze data, navigate systems, and make better-informed decisions. MORE Accounting ARC: AI Isn't Erasing Tax Careers. It's Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet Their conversation challenges one of the dominant narratives surrounding agentic AI: that firms should build autonomous digital employees capable of handling everything a staff accountant does. Instead, the hosts envision specialized agents that operate within structured systems, perform clearly defined tasks, and show users how they reach their conclusions.“If you have agentic AI that's built into an architecture that already exists, there's a whole lot more that has to happen from a training perspective,” says Mason, CEO of High Rock Accounting.That architecture, she explains, can include multiple agents working together rather than one agent attempting to handle an entire assignment.

Overall, those who are pessimistic about the U.S. economy outnumber those who are optimistic this quarter. But, optimism rose slightly compared with the previous quarter, according to a quarterly survey of CPA decision-makers. In this episode of the JofA podcast, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, breaks down sentiment about the domestic economy, the global economy, and respondents' companies. Witt also touches on top challenges and the CPA leaders' views on hiring, projected revenue growth, and spending plans for the coming 12 months. What you'll learn from this episode: The increase in optimism related to the domestic and global economies. The decrease in own-company optimism from the previous quarter. The familiar obstacle for CPA decision-makers that returned to No. 1 on the list of challenges. Projected revenue and profit growth in the coming 12 months. Projected spending on IT, training, and other capital expenditures. A farewell to the survey's longtime guru.

Firms must build new pathways that develop reviewers, judgment and client-facing skills.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationArtificial intelligence may not eliminate the entry-level tax professional. But it is dismantling the job that many firms still use to train one.That's the conversation driving a new episode of the Accounting ARC podcast featuring Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation; and Liz Mason, CPA, CEO of High Rock Accounting.The conversation begins with a small tax firm that hires six interns each year and teaches them to prepare returns much as earlier generations learned: working from paper documents, identifying relevant numbers, mapping those figures to tax forms, and entering the data into tax software. MORE Accounting ARC: Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out The firm owner sees the process as an apprenticeship that helps students bridge the gap between an individual tax course and real-world preparation. Shimamoto sees value in teaching interns how information moves from source documents to a completed return. Mason agrees with the objective but challenges the method.“From a holistic learning exploration, sure, yes, that is a way to learn,” Mason says. “From a where-we-are-today perspective, I think that's a giant disservice to these interns.”

After a year spent listening to CPAs, students, firm leaders, regulators, and others across the profession, Lexy Kessler has a unique perspective on where the profession stands and where it's headed.In this episode of Future-Proof, Bill Sheridan sits down with Lexy to reflect on her year as AICPA chair and what she learned from conversations across the profession and around the world.Lexy shares her perspective on the progress being made around talent and technology, the importance of trust, ethics, integrity, and quality, and why listening to different perspectives matters. She also discusses the growing sense of unity across the profession and the opportunity to carry that momentum forward as CPAs navigate continued change.Resources:Lexy Kessler, CPA, CGMA, Partner in Aprio's Assurance Services Practice and immediate past Chair of the AICPA Board of DirectorsBILL, AI-powered financial operations platform., episode sponsorRise2040™MACPA Classroom Visit Program

As workplace language evolves, effective professionals know their audience and adapt their message.Accounting ARCWith Byron Patrick, Donny Shimamoto and Liz MasonCenter for Accounting TransformationEvery generation enters the workplace speaking a slightly different language.For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the dated vocabulary might sound different, but the underlying challenge remains familiar: How do people bring their authentic voices to work while still communicating professionally? MORE Accounting ARC: Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, examine the supposed language barrier separating Generation Z and baby boomers — and question whether it is really as new or insurmountable as some portray it.Their conclusion is less about memorizing the latest slang and more about developing an essential power skill: adaptability.

CIMA president Alfred Ramosedi, FCMA, CGMA, detailed the competencies that finance professionals need to navigate AI and how to transform "suffering" into growth and opportunity. Ramosedi, also the co-chair of the Association of International Certified Professional Accountants and the CEO of Bayport Financial Services, joined the FM podcast to discuss the skills management accountants should prioritise, the core values and lessons that shaped him as a leader, and how different generations can work together to progress the finance function. In the conversation, Ramosedi emphasised the importance of "suffering properly" and what he means by that. He also discussed future-proofing his company's business model during a time of disruption and why AI is changing the role of finance — not replacing finance professionals. "Don't suffer and then you get through the suffering and there's nothing positive that you can show for it," Ramosedi said. "If you suffer, suffer properly, and learn from it and do something." What you'll learn from this episode: § Three emerging trends management accountants need to prepare for. Why finance professionals can't "jump to AI" without first learning technical skills. The value of reverse mentoring as emerging technologies take hold. Ramosedi's recounting of a "humble" upbringing and his motto related to personal responsibility. Lessons from the COVID-19 pandemic that helped Ramosedi transform disruption into opportunity. Why AI will not replace people.

Koziel Calls for a New CPA Firm Model. Show notes hereGear Up for Growthwith Jean Caragherfor CPA TrendlinesMark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time.“The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association of International Certified Professional Accountants, on Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here As artificial intelligence accelerates the automation of tax preparation and compliance work, Koziel says CPA firms must fundamentally rethink how they create—and price—value for clients.“There's still value to that tax return,” Koziel says. “It's just not based on our inputs.”Rather than charging for the time it takes to complete compliance work, Koziel encourages firms to focus on the insight, judgment and peace of mind they provide through planning, advisory services and proactive client relationships.One of his strongest messages centers on repositioning the profession beyond its traditional identity.“If you ask anybody on the street what a CPA does, they're going to tell you tax,” Koziel says. “But advisory and planning are the two that we really need to start nailing down.”Throughout the discussion, Koziel emphasizes that while AI continues to reshape workflows, it does not diminish the importance of the CPA. Instead, it elevates the profession's responsibility to help clients interpret information, make better decisions and navigate increasing complexity.MORE > > > 

For the 500th episode of the Journal of Accountancy podcast, the show went on the road to the Future of Finance Summit. The conversation with the AICPA's Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement, focuses on how finance leaders are moving beyond exploration of artificial intelligence and into active piloting and scaling. Hood discussed priorities other than AI for finance leaders, who gathered last week in National Harbor, Md. Hood also looked back on the growth of the Future of Finance community, explaining how the "wisdom of the crowd" is one of the event's big draws. What you'll learn from this episode: A brief look back at the start of the JofA podcast, which has published 500 episodes. What live polling at last week's Future of Finance Summit revealed about the pace of AI adoption in corporate finance functions. Senior finance leaders' top issues in 2026 other than AI. How finance leaders are trying to balance growth initiatives with continued pressure to control costs. Why Hood says the Future of Finance community is helping leaders learn faster through case studies, peer collaboration, and shared best practices. A look ahead to the 2027 Future of Finance Summit.

As AI handles more routine work, how do young accountants develop judgment, communication and leadership?Accounting ARCWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationThe accounting internship is due for an upgrade.For decades, internships often give aspiring accountants their first real taste of the profession by dropping them into the work: Learn the process, complete the assignment, survive busy season and figure out the unwritten rules along the way.But as artificial intelligence takes over more of the entry-level work traditionally assigned to new accountants, Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA, argue the profession needs to reconsider what an internship is actually supposed to teach. MORE Accounting ARC: The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out In this episode of the Accounting ARC podcast, Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, and Mason, CEO of High Rock Accounting, explore why tomorrow's accountants need more than technical proficiency.They need what Shimamoto calls "power skills."

The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationFor decades, the accounting profession has followed a familiar script: earn a CPA license, join a firm, climb the ladder and perhaps become a partner.Rachel Farris, CPA, MBA, is proving there is another way.After building a highly specialized tax advisory practice serving U.S. citizens relocating to Puerto Rico, Farris launches Tax Stack AI, a company that helps accounting firms implement artificial intelligence securely and strategically. MORE Accounting ARC: Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet She has since sold her CPA practice to focus on AI consulting and education, demonstrating that today's accounting professionals can create careers far beyond traditional public accounting.In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sits down with Farris to explore entrepreneurship, AI, networking and the expanding possibilities available to CPAs willing to embrace change.Their conversation becomes less about one accountant's journey and more about the profession's future.

In this podcast episode, FM editor-in-chief Oliver Rowe summarises the content in the August digital edition of the magazine. Rowe details an article that discusses the history of business jargon, when it should be used, and when it should be avoided. He also shares details about several articles related to artificial intelligence, including one on how AI is changing early career paths for finance professionals. He also shares details on a technical article with the headline "Why Time Matters in Carbon Accounting". Rowe closes with a summary of leadership columns and an explanation of how members can access the current edition and the library of past editions. What you'll learn from this episode: Highlights of an article about business jargon, including a mention of where some terms originated. Details of the August edition's leadership columns, including the debut column of the new CIMA president, Alfred Ramosedi, FCMA, CGMA. A mention of a practical article for finance professionals with the headline "What It Takes for a CFO to Lead Operations and Tech". Rowe's reminders on how members can access the digital edition.

In this podcast episode, FM editor-in-chief Oliver Rowe summarises the content in the August digital edition of the magazine. Rowe details an article that discusses the history of business jargon, when it should be used, and when it should be avoided. He also shares details about several articles related to artificial intelligence, including one on how AI is changing early career paths for finance professionals. He also shares details on a technical article with the headline "Why Time Matters in Carbon Accounting". Rowe closes with a summary of leadership columns and an explanation of how members can access the current edition and the library of past editions. What you'll learn from this episode: Highlights of an article about business jargon, including a mention of where some terms originated. Details of the August edition's leadership columns, including the debut column of the new CIMA president, Alfred Ramosedi, FCMA, CGMA. A mention of a practical article for finance professionals with the headline "What It Takes for a CFO to Lead Operations and Tech". Rowe's reminders on how members can access the digital edition.

With a wave of accountants heading for retirement and AI reshaping the profession, is accounting still a smart career bet?  In this episode of the Balancing Act podcast, Andy speaks with Hugh Martin — founder of Procountancy and a CIMA Case Study specialist who prepares finance professionals in more than 45 countries to earn the CGMA designation.  Together they get behind the acronyms to management accounting itself — the “business partner” role, why a U.S. CPA might add the CGMA, and the human skills no algorithm can replace.  Tune in to episode 256 to hear why Hugh tells a nervous twenty-year-old that accounting is still worth it, how the CGMA builds the business acumen that earns a bigger seat at the table, and the two-euro rounding error he'd tell his younger self to stop losing sleep over.  AndrewTemte.com

From vendor demonstrations to hallway conversations, this year's conference season highlights both excitement and uncertainty across the profession.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationEvery summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers and return to their firms with pages of ideas.This year, however, the conversations feel different.Artificial intelligence still dominates the agenda, but the Accounting ARC hosts notice a subtle shift beneath the excitement. The biggest takeaway isn't simply that AI is everywhere. It's that many accountants are struggling to separate innovation from marketing, capability from hype, and opportunity from risk. MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet In this episode of Accounting ARC, hosts Byron Patrick, CPA.CITP, senior product manager for Karbon and co-founder and educator for TB Academy; Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation; and Liz Mason, CPA, CEO of High Rock Accounting, reflect on what they observe during this year's conference season—and what those observations reveal about the profession's next challenge.

Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is changing accounting faster than almost anyone predicted. But according to William LeFew, Ph.D., the professionals who benefit most from AI are not necessarily the ones with the strongest technical skills—they are the ones who know how to think.In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, welcomes LeFew, chief technology officer at FirmPro, for a conversation that goes beyond software features and into the mindset required to succeed in an AI-enabled profession. MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet LeFew approaches accounting from an unusual perspective. Trained as an applied mathematician with experience at NASA and multiple technology startups, he intentionally looks for industries where technology can remove friction instead of creating it. Accounting, he says, stands out because of the people.

Networking can feel uncomfortable for many of us, but meaningful connections often start with simple conversations and strong listening skills. Alex Romero, CPA, CGMA, the AICPA's director–CPA Pipeline, shares practical advice for building professional relationships at conferences and beyond, including the reminder that pauses are acceptable. Romero also highlights ways to stay present in conversations and one activity that she has found to be a networking boost. She also discusses the latest outlook for accounting talent, accounting enrollment trends, and why the CPA credential remains a "great differentiator." Other resources mentioned in the conversation include an earlier podcast episode from ENGAGE with the AICPA's Carl Mayes, CPA; the website ThisWayToCPA.com, with numerous resources for students and educators; and information on the July 24 Faculty Hour Series webcast, which includes Romero as a scheduled speaker. What you'll learn from this episode: The ways accounting professionals who are averse to networking can become effective at building relationships at conferences and other events. How active listening helps create deeper professional connections. Romero's practical conversation starters and techniques. What recent accounting enrollment data suggests about the CPA talent pipeline.

Intent, tone and delivery matter just as much as the message itself. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationOne poorly handled conversation can undo months—or years—of trust. In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, Byron Patrick, CPA.CITP, and Liz Mason, CPA, unpack why difficult feedback often fails, how leaders can communicate with greater intention, and what separates constructive coaching from conversations that send employees looking for another job.The conversation starts with a story familiar to anyone who has ever hovered over the “Send” button on a difficult message. MORE Accounting ARC: Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting's “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn't a Failure; It's a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Mason, founder and CEO of High Rock Accounting, recalls proposing a conference talk with a deliberately provocative title — a reminder that most professionals feel the tension between holding the line and keeping the peace. The point, she says, is not to sanitize reality. It is to learn how to hold people accountable without turning it into a personal attack.Originally published Feb. 5, 2026

Leadership coach and mentor Sue Milne, FCMA, CGMA, describes key strategic and interpersonal skills that can help finance professionals keep pace with evolving business expectations, along with key questions that can help them grow as leaders.  Milne also shares essential attributes for managing finance teams today, how leaders can maintain awareness of potential blind spots, and what core values contribute to inspirational leadership. What you'll learn from this episode: What inspired Milne's career transition. How to build better relationships with stakeholders. Key skills professionals can hone to manage blind spots. What transformational leadership is and how to make it work. Key components for becoming your own kind of leader.

AICPA President and CEO Mark Koziel, CPA, CGMA, reflects on his first 18 months in the role, discussing initiatives such as CPA Trust, the return of the print Journal of Accountancy, and the profession's ongoing advocacy efforts. Speaking while at AICPA ENGAGE in Las Vegas, Koziel also shares insights on AI, upskilling, tax transformation, licensure mobility, and the role CPAs can play in a rapidly changing business environment.  Koziel explains why he remains optimistic about the profession's future despite ongoing disruption and uncertainty. He also tells the story of being asked long ago for an autograph. What you'll learn from this episode: Why the CPA Trust campaign launched and particulars about the strategy for a commercial about the initiative. What Koziel meant when he said, "We are in the verification business." What member feedback revealed about the need for upskilling and how the Profession Ready Initiative aims to address skills gaps. Why Koziel considers it valuable for members to have the Journal of Accountancy return to printed issues. How AI could reshape tax compliance work and expand opportunities for advisory services. Why he says, "Train's left the station," when asked about changes in CPA licensure pathways. Koziel's assertion that CPAs will continue to thrive amid technological disruption by serving as the "human in the lead."

The profession is changing in ways that go far beyond automation.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationIn a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting.His guest, Danielle Supkis Cheek, embodies that challenge.As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point. MORE Accounting ARC: AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting's Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting's “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn't a Failure; It's a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |  Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.Originally published May 7, 2026

In this episode of Off the Ledger, Orumé Hays, CPA, CGMA, MST, of Hays CPA LLC in New York, shares how accounting firms can successfully transform by focusing on strategic planning, talent development and technology adoption, emphasizing the shift from traditional compliance work to higher-value advisory services.

Recorded live at AICPA ENGAGE 2026, this episode of the JofA podcast explores the reasons that mindset and leadership may be even more important than technology adoption as finance and accounting professionals navigate an era of nonstop transformation. Joel Morris, a vice president at Wolters Kluwer, and Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth & Engagement at the AICPA, discuss what separates future-ready organizations from those struggling to keep pace, focuses on AI, workforce development, and strategic thinking. Morris and Hood also explore the human skills, trust, and risk management practices needed to help organizations adapt, innovate, and remain relevant in a rapidly changing profession. One key component mentioned in the conversation is the Rise2040 report and initiative. What you'll learn from this episode: How each speaker defines the "perpetual transformation state." Why Hood says mindset—not technology—may be the biggest factor in future readiness. How Morris distinguishes organizations who are getting "ahead of the wave" from those that say they're too busy to devote time to thinking about growth methodologies. What Morris and Hood see as the biggest barriers to successful AI adoption. The reasons that human skills are becoming more important, not less, in an AI-powered profession. How trust can help accountants and finance professionals navigate ongoing transformation and why Morris calls trust "that through-line into everything that you do."

Recorded live at AICPA ENGAGE 2026, this episode of the JofA podcast explores the reasons that mindset and leadership may be even more important than technology adoption as finance and accounting professionals navigate an era of nonstop transformation. Joel Morris, a vice president at Wolters Kluwer, and Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth & Engagement at the AICPA, discuss what separates future-ready organizations from those struggling to keep pace, focuses on AI, workforce development, and strategic thinking. Morris and Hood also explore the human skills, trust, and risk management practices needed to help organizations adapt, innovate, and remain relevant in a rapidly changing profession. One key component mentioned in the conversation is the Rise2040 report and initiative. What you'll learn from this episode: How each speaker defines the "perpetual transformation state." Why Hood says mindset—not technology—may be the biggest factor in future readiness. How Morris distinguishes organizations who are getting "ahead of the wave" from those that say they're too busy to devote time to thinking about growth methodologies. What Morris and Hood see as the biggest barriers to successful AI adoption. The reasons that human skills are becoming more important, not less, in an AI-powered profession. How trust can help accountants and finance professionals navigate ongoing transformation and why Morris calls trust "that through-line into everything that you do."

After a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis strikes.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationBusiness continuity planning often lives in the realm of “someday.”Until it doesn't.In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.The conversation opens not with theory, but with a moment that makes the stakes unmistakably real. MORE Accounting ARC: Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting's “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn't a Failure; It's a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don't Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC  Mason, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn't?Originally published March 26, 2026

Lisa Simpson, CPA, CGMA, vice president–Firm Services at the AICPA, discusses the evolution of AICPA Town Hall, key takeaways from Town Hall's six years of programming, and how practitioners can navigate rapid change driven by AI. She shares insights on managing "a sense of overwhelm" related to AI and highlights resources that can help firms adapt, including the AICPA and CIMA AI resource hub.  The episode also includes a segment on the latest Economic Outlook Survey results and what they signal about business sentiment, inflation, and hiring. Other resources related to the topics: The CPA.com AI resource page, which includes a vendor evaluation framework. The Town Hall landing page, which includes a registration button. The full Economic Outlook Survey results for the second quarter. What you'll learn from this episode: Lisa Simpson's recap of topics at the recent PCPS Executive Committee meeting. How AICPA Town Hall has evolved to deliver news, analysis, and practice management insights. The common comment that Simpson jokingly says she gets about Town Hall. Why many CPAs feel a sense of overwhelm about AI and how to begin addressing it. Resources, including the AICPA AI hub and CPA.com tools, that can support firm decision-making. What recent Economic Outlook Survey results reveal about inflation concerns and hiring plans.

What separates basic tax filing from true financial strategy? In this episode, we sit down with Michael Uadiale, Managing Partner at Smeed CPA, to break down the world of proactive tax strategy, wealth preservation, and financial planning for high-net-worth entrepreneurs and real estate investors.Michael shares how his unique combination of CPA, CGMA, and FCA credentials helps business owners think beyond compliance and focus on long-term wealth optimization. We dive into advanced tax planning strategies, the realities of bonus depreciation and cost segregation, and why many successful entrepreneurs wait too long to move beyond a generalist CPA.The conversation also explores Real Estate Professional Status (REPS), common audit pitfalls investors overlook, and how Michael built TracNest to solve one of the biggest documentation challenges in the industry. Plus, we discuss the growing role of AI inside modern CPA firms and where human expertise still matters most.If you're building wealth, scaling a business, or investing heavily in real estate, this episode offers valuable insights into protecting and maximizing what you've worked hard to create.

Today is National Accounting Day. To mark the occasion, Sue Coffey, CPA, CGMA, the AICPA's CEO–Public Accounting, joined the podcast for a special edition to discuss celebrating the day and maximizing the profession's broader impact. She explains how the CPA Trust campaign aims to highlight the value CPAs bring to businesses, individuals, and communities. Coffey shares examples of trust in action, from financial reporting to tax planning and advisory support. Coffey also details what practitioners can expect from ENGAGE in June. What you'll learn from this episode: The significance of National Accounting Day to Coffey. A preview of the AICPA's CPA Trust campaign. Real-world examples of how trust in action is demonstrated by CPAs with clients and communities. Why CPAs are encouraged to share their impact publicly through social media. What makes ENGAGE a key event for learning, networking, and industry insights.

The latest Future of Finance research from the Association of International Certified Professional Accountants reveals several key focus areas for finance and business leaders. Rebecca McCaffry, FCMA, CGMA, the Association's associate technical director, joined the FM podcast to discuss survey results, highlighting leaders' top transformation strategies, barriers facing organisations looking to upskill talent, and notable areas of progress in finance teams since a previous survey on the topic six years earlier.  McCaffry also explains the interplay between people and process and one key preference that signals a "significant shift away" from organisations' workforce strategies in 2019. What you'll learn from this episode: Finance and business leaders' top priorities for transformation. Consistencies and shifts in focus from 2019 to 2025. The interplay between process and people priorities. Skills gap challenges and what risks they pose for organisations. Two points of progress since 2019. One key strategic area gaining traction and investment.

Anthony Boateng, FCMA, CGMA, Npontu Technologies' chair, explores why retirement planning is about much more than saving money and illustrates the nonfinancial ways that professionals can invest in themselves to prepare for and maintain a sustainable and fulfilling retirement.  Boateng introduces his model for retirement planning, including four main areas he considers essential for growth and relevance into retirement years.  He also suggests several strategies for optimising networking and building deeper relationships, and he explains why a sharp mind matters the closer we get to retirement.  "At 50 and beyond ... you are no longer just working for today," Boateng said. "You are building the intellectual foundation for the next 20, 30, or 40 years." What you'll learn from this episode: Why preparing for retirement is about more than saving money. One critical question for reframing our approach to retirement planning. Four pillars that can help steer a fulfilling, purposeful retirement. The interplay between relationships and wellbeing. Three approaches for authentic, meaningful networking. Why intellectual growth matters more as we age.

Why Your Business Is Always Short on Cash (Even When You're Busy)with John Scott   Find Rocky Lalvani @ www.ProfitComesFirst.com  or email him at rocky@profitcomesfirst.com  Make more, work less video: https://youtu.be/   Your business is busy. Revenue is coming in. The team is working hard.  So why does cash still feel tight?  In this episode of Profit Answer Man, Rocky Lalvani sits down with John Scott, Partner at Anders and leader of their Virtual CFO services for law firms, to unpack why profitable businesses still struggle with cash flow.  This conversation goes beyond theory. It breaks down the real financial levers that drive profit, capacity, and long-term stability.    Learning Insights  Many businesses discount the finance function by assigning bookkeeping to someone without proper expertise or keeping books months behind  You cannot make smart business decisions without current and accurate financial data  Working capital targets should range between 10 percent and 30 percent of expected annual revenue depending on risk  Setting aside 40 percent of monthly profit in a separate tax account prevents emotional and financial stress at tax time  Two to five additional productive hours per week per employee can dramatically increase profitability in service firms  Capacity determines pricing power. If you are at full capacity, you either raise prices or say no  Revenue drivers exist in every business. You must identify and track yours instead of relying on gut instinct  Segregating funds such as retainers, deposits, and sales tax prevents accidental overspending  Subscription pricing removes friction, encourages proactive conversations, and strengthens client relationships  Cash flow problems are often operational problems such as slow billing, lack of reconciliation, or unmanaged productivity    Big Takeaway  Cash flow is not a mystery. It is a management discipline. When owners define cash targets, track capacity, understand revenue drivers, and keep financial data current, clarity replaces stress. Small operational improvements such as tightening billing cycles, increasing utilization by a few hours, or segregating tax funds can dramatically change the financial health of a business. Profit and cash flow improve not through luck, but through consistent attention to the right levers.    Bio  John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.   Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with handson financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multioffice practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.    Links  Website: https://anderscpa.com/  https://anders-virtual-cfo.scoreapp.com/p/profit-focused-accounting-maturity-assessment  LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa/  https://www.linkedin.com/company/andersvcfo/posts/?feedView=all  Facebook: https://www.facebook.com/vcfobyanders/  Instagram: https://www.instagram.com/andersvcfo/  Podcast: https://anderscpa.com/learn/podcasts/  Book: https://go.anderscpa.com/judicial-dollars-and-cents     Conclusion  Busy does not equal profitable. Revenue does not automatically create cash stability.  The businesses that win are the ones that understand their numbers, reconcile accounts regularly, forecast using real data, and make decisions based on facts instead of feelings.  When you treat cash as a strategic asset instead of an afterthought, everything changes.    If you want practical strategies to strengthen your cash flow and increase profitability, listen to this full episode of Profit Answer Man now and start applying these financial levers in your business today.    #ProfitAnswerMan #CashFlow #BusinessFinance #Entrepreneurship #VirtualCFO #ProfitFirst #SmallBusinessGrowth #FinancialClarity #BusinessOwners #WealthBuilding    Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman  Sign up to be notified when the next cohort of the Profit First Experience Course is available!  Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page   Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/  My podcast about living a richer more meaningful life: http://richersoul.com/  Music provided by Junan from Junan Podcast  Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. 

Filing season is here — and so is confusion. In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Mark Gallegos, CPA, MST, Partner — Porte Brown, to break down the most common questions around the new H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) provisions, from Trump accounts to the senior deduction as well as discussion around electronic payments and refunds. Practical guidance is here to help you cut through the noise and get it right.  What you'll learn from this episode: How new Trump accounts are prompting new client questions while key issues remain unresolve How to clear up confusion around the senior deduction and social security taxation What additional information may be needed from clients for the new deductions for tips, overtime and auto loan interest Why practitioners might need to ask more questions related to energy credit expenditures That managing client misinformation and expectations is a core busy-season skill, especially as guidance continues to evolve.  AICPA resources Planning after tax changes FAQs on qualified tip and overtime deductions IRS Payment Modernization: Sending and Receiving Funds Electronically IRS Practice & Procedures Trump accounts under Sec. 530A — FAQs and insights Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this episode of "The Free Lawyer" podcast, host Gary interviews John Scott, a partner at Anders and a virtual CFO specializing in law firms. John shares insights from his 30+ years of experience, discussing the importance of financial leadership, the four pillars of law firm finance, and the value of having a CFO. The conversation covers succession planning, building financially sound firms, leveraging technology, and the benefits of outsourcing financial management. John offers practical advice for attorneys seeking to scale their firms, improve profitability, and achieve greater personal and professional freedom.John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with hands-on financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multi-office practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.Virtual CFO Approach & Differentiation (00:03:34) Why Law Firms Need a CFO (00:04:35) D.Biggest Financial Blind Spots (00:05:49) The Four Pillars of Financial Management (00:07:27) Cash Flow Management & Working Capital (00:08:24) .Building a Firm That Runs Without the Owner (00:09:29) Succession Planning & Owner Freedom (00:10:47) Avoiding Default Retirement (00:12:15) Successful Succession vs. Firm Collapse (00:13:39) When to Start Exit Planning (00:14:26) Key Financial Metric for Growth (00:15:02) Case Study: Turning Around a PI Firm (00:16:28) Value of Trusted Advisors & Coaching (00:17:52) Future Trends: Technology & Data (00:18:53) Building a Financially Sound, Fulfilling Firm (00:20:20) .Final Advice: Investing in Finance Function (00:22:02) You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59RWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callYou can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessment

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Kasey Pittman, Managing Director of Tax Policy — Cherry Bekaert.  A recent Supreme Court decision invalidated key tariffs issued under the International Emergency Economic Powers Act (IEEPA) — raising major questions about refunds, executive authority and what comes next. We discuss the ruling itself, explain what tariffs are impacted and outline practical steps tax practitioners should consider right now for importer clients.   What you'll learn from this episode: ·       Why the Supreme Court invalidated the IEEPA tariffs ·       Which tariffs are affected and which remain in place ·       What we know (and don't know) about potential refunds ·       How tax practitioners with importer clients can add value right now ·       What to watch next in tariff policy AICPA resources Supreme Court decisions: Implications for the tax and accounting profession Tariff Resource Center Tax implications of tariffs Other resources   Global Business Alliance (GBA) Tariff Tracker      Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That's one conversation topic in the latest Journal of Accountancy podcast episode. In the episode, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, break down the sentiment about the domestic economy, the global economy, and respondents' companies. The discussion also touches on top challenges, hiring plans, and recession expectations. What you'll learn from this episode: The increase in own‑company optimism from the previous quarter. The reasons that both optimists and pessimists cite for their views. The "dance" that inflation and domestic economic conditions have done on the survey's list of top challenges. Projected revenue and profit growth in the coming 12 months.

Leena Dattani, FCMA, CGMA, discusses how limiting beliefs affected her professional growth, the small steps she takes to overcome them, and the realisation that changed her idea of what it means to be a leader.  "I had a vision that in order to be a great leader, you have to be loud," Dattani said. "I think because I felt that that needed to be the case, I was almost imitating what I thought a leader should be rather than being myself." Dattani also discusses how one organisation achieved the buy-in to improve gender equity, some ways women can start to back themselves professionally, and what International Women's Day means to her.  What you'll learn from this episode: Small steps for overcoming poor self-confidence. The importance of building a supportive network. One realisation that helped Dattani become her own leader. How one organisation created a business case for gender equity. One trick for challenging limiting beliefs. What International Women's Day means for Dattani.

In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certain conditions. Jackie and her guest, Jason Ackerman, CPA, CFP®, CGMA, CEO of Wealth Rabbit, delve into common misconceptions surrounding Roth IRAs, including the complexities of backdoor Roth contributions and the importance of understanding tax implications during tax season. They emphasize the need for proper documentation and the potential pitfalls of mismanaging Roth accounts, especially for high-income earners.

Tammy Thomas, CPA/CFF, CGMA, is a co-author of the most recent FVS Eye on Fraud report, focused on the importance of internal controls preventing employee embezzlement. In this episode, Thomas breaks down how failures in segregation of duties allowed two major embezzlement schemes to persist for years. She explains how small control gaps and role consolidation can quietly erode an organization's defenses. Thomas also outlines how deadline pressure and resource constraints can unintentionally weaken internal control environments. Also, hear the previous Eye on Fraud podcast discussion, about the role of company culture, from July 2025. What you'll learn from this episode: A definition of internal controls and why they function best as a dynamic, ongoing process. How weak internal controls and poor segregation of duties can create openings for employee embezzlement. Why deadline pressure around the month‑end or year‑end close can weaken internal control effectiveness. Practical steps organizations can take to strengthen internal controls, improve oversight, and reduce fraud risk. Why Thomas said it was important to remember that "internal control is not a checklist."

In this joint episode with the Personal Financial Planning (PFP) podcast, hosts Cary Sinnett, CPF, CAP, CFT-1, CExP, and April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, are joined by is joined by Sebrina Ivey, CPA/PFS to explore Trump accounts, also known as Sec. 530A accounts. These accounts are a new tax-advantaged savings vehicle for children created under H.R 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). The episode focuses on what CPAs need to know now to advise families on coordinating these accounts with broader tax, estate and financial plans.   NOTE: Gift tax return/GST tax return requirements for contributions to a Trump Account: At this time, Treasury and the IRS have not provided guidance under Sec. 530A clarifying that contributions to Trump Accounts are considered a completed gift of a present interest in property eligible for the annual gift tax exclusion ($19,000 per recipient for 2026 gifts). Without further guidance, it appears any contribution to a Trump Account will be considered a taxable gift of a future interest and therefore subject to both gift and GST tax — effectively reducing a taxpayers' federal estate tax lifetime exclusion ($15M for deaths occurring in 2026).     What you'll learn from this episode: What Trump Accounts are and how they fit alongside 529s, Roth IRAs and custodial accounts Understand who can contribute and how much to Trump Accounts Key contribution, investment and compliance rules for these accounts How to plan ahead for key transition points  Resources Trump Accounts under Sec. 530A — Timeline and insights IRS Trump Accounts IRS Notice 2025-68     Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

The Institute of Internal Auditors Presents: All Things Internal Audit    In this special milestone episode, Terry Grafenstine sits down with Anthony Pugliese to reflect on five years of leadership at The IIA. He shares what it's meant to lead a global profession during a period of unprecedented change, from modernizing the Standards and advancing advocacy to strengthening the talent pipeline and navigating cultural complexity across more than 100 countries. The conversation discusses leadership through influence, professional judgment, integrity, and what it truly means to represent an entire profession on the world stage.    HOST: Terry Grafenstine, CIA, CPA, CGAP, CISSP, CISA Former Global Chair, The Institute of Internal Auditors GUEST: Anthony Pugliese, CIA, CPA, CGMA, CITP President & CEO, The Institute of Internal Auditors   KEY POINTS: Introduction and Five Years of Leadership [00:00:02–00:02:47] What Makes Leading a Global Professional Association Unique [00:03:03–00:06:16] Leading Through Influence, Buy-In, and Indirect Authority [00:06:27–00:08:08] The Weight of Representing an Entire Profession [00:08:15–00:10:17] Building a Truly Global Culture at The IIA [00:10:39–00:13:53] Balancing Legacy With the Changing Needs of the Profession [00:14:01–00:16:10] Advice for New and Emerging Internal Audit Leaders [00:17:01–00:19:11] What Strong Internal Audit Leadership Looks Like Today [00:19:44–00:23:13] What the CEO Role Looks Like Behind the Scenes [00:24:00–00:27:40] Managing Diverse Perspectives Across a Global Profession [00:27:48–00:29:27] How the Pace of Change Has Redefined the Role [00:30:10–00:32:16] Staying Grounded Amid Travel, Pressure, and Responsibility [00:32:23–00:34:06] What Anthony Hopes Members Feel From This Chapter of Leadership [00:34:19–00:36:35] The Most Meaningful Part of Leading The IIA [00:37:26–00:39:47] Final Reflections on the Future of the Profession [00:39:56–00:41:35] Visit The IIA's website or YouTube channel for related topics and more. IIA RELATED CONTENT:  Interested in this topic? Visit the links below for more resources: Vision 2035 Global Internal Audit Standards About Us: Anthony J. Pugliese Follow All Things Internal Audit: Apple Podcasts Spotify Libsyn Deezer

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Edward Jenkins, CPA, CGMA, Professor of Practice in Accounting — Penn State University, to discuss name, image and likeness (NIL) taxation issues for student athletes. Together they unpack common misconceptions, emerging revenue streams, unresolved classification issues and the growing complexity of state taxation. Highlights include key considerations — and opportunities — for CPAs advising clients in this rapidly changing area.   What you'll learn from this episode:  Understand how NIL income is taxed — and why student athletes are often surprised at filing time Learn where the biggest compliance risks and reporting pitfalls are for student athletes Explore the unresolved questions around worker classification and self‑employment (SE) tax Hear why state tax, dependency and multi‑state issues make NIL especially complex Resources ·       State and Local Tax (SALT) Resource Center ·       Student Athlete Income Recognition: State and Federal Tax Care Required   Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconceptions about the responsibilities of the AICPA, discusses her firm's approach to managing work hours and culture transformation, and highlights the need for creative solutions to attract new talent. The discussion also explores the systemic issue of overwork in large accounting firms and the potential measures that could alleviate these pressures.Meet Our Guest, Carla McCallhttps://www.linkedin.com/in/carlamccallaaf/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 Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, former AICPA Chair Bill Reeb, CPA/CITP, CGMA, reflects on more than 40 years in the profession and why he believes accountability is the starting point for a successful leadership effort.  Reeb, speaking from the Digital CPA Conference in December, discusses how momentum, clarity of direction, and facing fear help leaders navigate today's rapid pace of change. He also addresses technological shifts including the rise of artificial intelligence and explains why a book he wrote about succession planning was not predominantly about succession. What you'll learn from this episode: Reeb's view of CPAs' unlimited career possibilities. What he and his wife learned on a shopping trip about 40 years ago. Why momentum, facing fear, and embracing change are essential elements of strong leadership. How accountability supports effective change management and keeps teams aligned on strategy. How rapid technological shifts have created higher standards but not necessarily time savings. Why the answer to "What is Bill Reeb's succession plan?" is complicated.

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business Engagement and Growth, also explained why CFOs are cautiously optimistic about growth and how the Rise2040 project is helping the profession prepare for long-term change. What you'll learn from this episode: How AI is shifting from simple productivity tools to powerful finance agents — and what that means for accounting professionals. Practical strategies for making hybrid work more effective, including purposeful in-office collaboration. Why CFOs and finance leaders are cautiously optimistic about growth in 2026 despite economic uncertainty. How anticipatory thinking and hard-trend analysis can help accountants prepare for long-term change and disruption. Why trust and integrity remain core accounting values.

Samantha Bowling, CPA, CGMA, managing partner of GWCPA, shares how her firm eliminated busy season, limited hours, and improved morale while still meeting client needs. She also explained how thoughtful use of AI can support advisory services, boost efficiency, and help small firms get "unstuck." This episode of the JofA podcast was recorded at Digital CPA in National Harbor, Md., in December 2025. What you'll learn from this episode: The steps Bowling's firm took to eliminate traditional busy season. How productivity and morale were affected by limiting hours and weekend work. The value the firm has found in "Foresight Fridays." Practical ways AI tools can speed tax research while managing regulatory concerns. How custom AI bots can support internal efficiency. Why clearer communication and accountability helped the firm solve problems it didn't know it had.

In this Tax Section Odyssey podcast episode, the final in a three-part miniseries on reimagining firm ownership, April Walker, CPA, CGMA, is again joined by Adam Shay, CPA, a former firm owner turned business coach for accounting firm owners. This episode explores the personal and professional journeys that can follow selling a firm.  This candid conversation offers practical advice for firm owners and professionals navigating major transitions in their careers. What you'll learn from this episode:  The importance of prioritizing self-care Why it is normal to expect identity shifts Ways to rediscover your purpose How connecting with others who have experienced similar transitions can ease the journey  AICPA resources Reimagining firm ownership — Building and growing a modern practice | Tax Section Odyssey (episode 1 in the reimagining miniseries) Reimagining firm ownership - Selling smart in a changing environment | Tax Section Odyssey (episode 2 in the reimagining miniseries)   Engage365 Key considerations when selling a CPA practice PCPS Transforming Your Business Model Reimagining Your Tax Practice  

In this encore episode of 'Relentlessly Seeking Value,' host Stacey Richter revisits an inspiring conversation with Marilyn Bartlett, a CPA who transformed the State of Montana's employee health plan from a $9 million deficit to a $112 million surplus within three years.  Known for her fiscal discipline and patient-first approach, Marilyn shares her strategic steps, from identifying waste in the system and securing quick wins to negotiating better deals with hospitals and ensuring long-term success. She emphasizes the importance of assembling a strong team, maintaining transparency, and staying focused on the ultimate goal of creating real health value. This episode is a must-listen for anyone looking to drive meaningful change in the healthcare industry. === LINKS ===

Guest Richard Stanfield from Kaplan joins us to outline some key aspects of modern learning. He sits down with show host Kevin Gormley to discuss: learning via FLP using AI during the pursuit of CGMA preparing for Case Study exams common study mistakes.   The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ or https://www.aicpa-cima.com/resources/landing/the-cgma-r-finance-leadership-program. CONNECT  Get in touch with show host Kevin Gormley via LinkedIn. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.