Podcast appearances and mentions of chris westfall

In this episode, we're diving into the fast-changing world of global ESG reporting and regulation. FERF's Managing Director of research, Dillon Papenfuss, sits down with Kevin O'Connell, PwC Sustainability Assurance Services Leader, to break down the latest EU sustainability proposals—including the two-year delay to CSRD reporting—and what it all means for U.S. companies with overseas operations. From long-term strategic planning and technological transformation to data-driven insights and AI integration, this discussion provides finance leaders with practical steps to navigate the complexities of global ESG requirements and achieve business success. Additional PwC resources: Sustainability News Brief (https://www.pwc.com/us/en/services/esg/sustainability-news-brief.html?utm_source=FEI&utm_medium=podcast&utm_campaign=Promotion) The CFO's sustainability playbook for driving growth (https://www.pwc.com/us/en/services/esg/library/cfo-playbook.html?utm_source=FEI&utm_medium=podcast&utm_campaign=Promotion) Don't wait for the Omnibus proposals approval to start preparing for CSDDD (https://www.pwc.com/us/en/services/esg/library/omnibus-csddd.html?utm_source=FEI&utm_medium=Podcast&utm_campaign=Sponsored) European Commission publishes ‘Omnibus' proposals (https://viewpoint.pwc.com/dt/us/en/pwc/in_briefs/2025/2025-in-brief/int-european-commission-publishes-omnibus-proposals.html?utm_source=FEI&utm_medium=podcast&utm_campaign=sponsored) ⁠PwC's Sustainability reporting guide (Register for free access) (https://viewpoint.pwc.com/user/gated-content.html?territory=us&locale=en_us&referrer=%7Bf547052b5ae59e8483ea96e199ab0b881028146d5de03846011d1ac7d67b3cb5dc31e4e59264721439bd6d9a49f9cf8c1d434bbf98c1d0a97dc46e66e094bff4a0bd574d459e5162dfbda6fca694601e8dd0fd3aa61810c36e4c53fdf0243eadd4deb9101401b61ae819e49ca9552c51b5b59f9a0bf2454bfae0c1f75830d9387307b96beef416eb60eb53cbe472c2f2%7D&isPremium=true&accessType=premium&isInternalOnly=false) Special Guest: Kevin O'Connell.

Over the past several years, the debate around the 150-hour requirement for CPA licensure has centered on the need to streamline the accounting talent pipeline. But behind that discussion lies a broader, more ideological narrative—one that has been building over the past two decades—about the role of occupational licensing in general, and the CPA license in particular. In this episode of the FEI Weekly Podcast, we speak with Dr. Edward Timmons, Associate Professor of Economics and Founding Director of the Knee Regulatory Research Center at West Virginia University. As you'll hear, Dr. Timmons offers a unique perspective on the CPA licensure debate and breaks down the costs, consequences, and possible alternatives to the 150-hour rule—along with what reforms could mean for the future of accounting talent. Special Guest: Dr. Edward Timmons.

This is episode 746. Read the complete transcription on the Sales Game Changers Podcast website. This is a Sales Story and a Tip episode! Watch the video of the interview here. Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Read more about the Institute for Excellence in Sales Premier Women in Sales Employer (PWISE) designation and program here. Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! Today's show featured an interview with Chris Westfall, author of "The New Elevator Pitch." Find Chris on LinkedIn. CHRIS' TIP:  ““Preparation is important, but presence is priceless. You can rehearse your message, polish your pitch, and script every word—but if you're not fully present in the moment, truly listening, and tuned in to the needs and emotions of your audience, you'll miss the connection that really drives trust and action. Presence is what transforms information into influence.”

With trade and tariffs top of mind for many corporations, we thought it was the perfect time to get insight from a professional who's spent more than two decades in the field. In this episode of the FEI Weekly Podcast, we speak with James Daly, the outgoing CEO of Allianz Trade Americas, a leader in trade credit insurance. Daly, who is retiring after a 22-year tenure with the company, shares the key lessons he's learned in the global trade arena—and how financial leaders can prepare for the uncertainty ahead. Special Guest: James Daly.

In part one of our conversation with Dr. Suzanne Morsfield, we explored the fast-changing crypto regulatory landscape. Now, in part two of this FEI Weekly Podcast series, we turn to crypto payments—a growing focus for businesses as customers demand alternatives to cash and ACH. With stablecoins, CBDCs, and blockchain-based payments gaining traction, what should CFOs and finance teams consider? Dr. Morsfield breaks down key challenges, from accounting and tax implications to risk management and compliance. Subscribe to FEI Weekly (https://financial-executives-international.read.axioshq.com/signup/industry-news-and-insights-mttj) Become an FEI member (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Suzanne Morsfield.

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia.   Today is Friday, March 14, 2025. A new brewpub is coming to downtown Charleston; Ursus Brew Works will be moving into the former Strand building on Hale Street…NorthStar Technologies serves as an example of the aviation industry's explosive growth in #YesWV…and a spring workshop helps women gain confidence in hunting, fishing and exploring the great outdoors …on today's daily304. #1 – From GAZETTE-MAIL – A new Charleston brewpub is coming to the former Strand location on Hale Street. Jason Martin hopes to open Ursus Brew Works by early 2026 at the location of the former long-time pool hall, at 207 Hale St. Martin, who is moving to Charleston from Maryland, said his family's West Virginia roots go back 150 years to his great-grandfather, who was a coal miner in the Beckley area.  He bought the 12,000 square foot building last May, having been drawn to the historic building that housed The Strand from 1938 until its closure in the early 2000s. He plans to renovate the second floor with three apartments, including one for his own family. The business' name, Ursus Brew Works, pays homage to West Virginia's state animal, the black bear--Ursus being the biological classification for the black bear.  Ursus Brew Works will feature a menu of shared foods and drink options including a variety of beers, cider and draft cocktails. Construction is expected to start soon. Read more: https://www.wvgazettemail.com/business/new-brewpub-coming-to-former-strand-location-on-hale-street-in-downtown-charleston/article_eb01990e-f9fd-11ef-95c6-efa7d8ab630d.html   #2 – From EDA.GOV – In North Central West Virginia and all over the state, a booming industry continues to grow. “Aviation is exploding in this area, and people don't really realize it,” said Chris Westfall, director of maintenance at NorthStar Technologies.  NorthStar is an aviation company in Bridgeport that gets their client's engines back in the air whether working in their facility or out in the field at airports. How did West Virginia become the epicenter of this aviation industry growth in the region? Well, it's got very little to do with luck and everything to do with policy, industry, and education. A recent study found that the state has a number of unique assets that could make it a leader in Advanced Air Mobility for years to come. The study highlights the state's centrally located position that can benefit almost any industry, but also the state's strong positions on policy, funding opportunities, and infrastructure developments like ongoing broadband expansion. Read more: https://eda.wv.gov/northstar-technologies/   #3 – From WVDNR – Have you ever wanted to learn how to hunt, fish or explore the great outdoors but felt unsure how to get started? The WVDNR's Becoming an Outdoors Woman spring workshop is the perfect solution!  This inclusive community will help you embrace your inner adventure, whether you're seeking a fresh experience or rekindling your love for outdoor activities. The workshop is scheduled for April 4–6 at Pipestem Resort State Park. The BOW workshop is designed to offer hands-on, outdoor activities for women 18 years of age or older and of all fitness levels.   The workshop covers a range of skills on a variety of subjects. A sampling of classes and electives might include Introduction to Firearms, Fly Fishing, Wild Game Cooking, Archery, Stream Ecology and more.  Don't miss out on this unique opportunity. Register today for the BOW spring workshop! Read more: https://wvdnr.gov/bow-spring-workshop-2025/   Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo.  That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.  

Despite their volatility and recent price decline, it's hard to ignore the role of cryptocurrencies in today's financial landscape. More importantly, it's almost impossible to overlook them given the current administration's focus on establishing a more favorable regulatory, accounting, and market framework—allowing institutional players to enter the sector with confidence. In this two-part series of the Financial Executive Podcast, we speak with Dr. Suzanne Morsfield, Global Head of Accounting Solutions at Lukka—a financial software and data services provider specializing in the cryptocurrency and digital asset ecosystem—as well as the Head of Policy at Crypto UK. In this first part of the discussion, we explore the rapid regulatory changes shaping the crypto space and their implications for financial executives tasked with assessing its potential role on their companies' balance sheets. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Subscribe to FEI Weekly (https://financial-executives-international.read.axioshq.com/signup/industry-news-and-insights-mttj) Special Guest: Suzanne Morsfield.

With ongoing changes in Washington, D.C.—including shifts in staffing and resources at some of the largest government agencies—financial executives are particularly focused on the future of the Public Company Accounting Oversight Board (PCAOB). However, unlike other agencies, the new administration has yet to reveal any plans for change. Still, we can take stock of where the PCAOB has been, particularly in terms of audit enforcement actions. Late last month, Cornerstone Research—a consulting firm specializing in economic and financial analysis for complex legal and regulatory matters—released its report on PCAOB enforcement activity in 2024, showing the highest level of enforcement since 2017. In this episode of the podcast, we speak with Cornerstone's Jean-Philippe Poissant and Russell Molter about the report and whether past enforcement trends truly reflect a new regulatory and political reality. Cornerstone's report (https://www.cornerstone.com/insights/press-releases/pcaob-enforcement-activity-2024-highest-level-since-2017/) Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Subscribe to the FEI Weekly newsletter (https://financial-executives-international.read.axioshq.com/signup/industry-news-and-insights-mttj) Special Guests: Jean-Philippe Poissant and Russell Molter.

In this episode of the new year, we have Christina Ho, a board member of the Public Company Accounting Oversight Board. Board member Ho brings a wealth of experience from her journey across public and private sectors, academia, and even technology consulting. She shares her insights on the challenges and opportunities in auditing as we head into 2025. From navigating new regulations and technological innovations to addressing talent shortages in the accounting profession, Board member Ho offers a fresh perspective on balancing regulation with practicality and fostering trust in our markets. Special Guest: Christina Ho.

What directors want and management needs to offer in 2025 with BDO's Amy Rojik Always at the top of mind of all financial executives is to understand what the board of directors are thinking and how to put those thoughts and priorities into action. A new survey of directors conducted by BDO reveals that those priorities run the gamut from governance around AI to filling the management bench with the best and the brightest. In this episode of the podcast we speak with Amy Rojik of BDO about their new Board Survey and how one the the most important stakeholder groups in corporate America is planning for 2025. BDO Board Survey (https://insights.bdo.com/2024-BDO-Board-Survey.html) Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Amy Rojik.

In this episode of Teamwork: A Better Way, co-hosts Christian Napier and Spencer Horn explore strategies for reducing workplace tension and anxiety in the face of political division, especially as the upcoming election intensifies emotions. Drawing from insights by Adam Grant and Chris Westfall, they discuss the psychological impact of negativity and offer practical ways to maintain a productive and unified team environment. From limiting exposure to negativity on social media to choosing curiosity over confrontation, listeners will learn techniques to keep the focus on teamwork and workplace harmony, regardless of political beliefs.Transcript: t | https://share.transistor.fm/s/339bd8f0/transcript.txt

Just as US-based multinationals are moving on from the US Securities and Exchange Commission's decision around carbon disclosures with at least some measure of certainty, they will now need to turn to Europe and its Corporate Sustainability Due Diligence Directive. The CSDDD is a proposed European Union (EU) regulation aimed at environmental and human rights issues. The directive obligates large EU companies, as well as non-EU companies operating in the EU, to identify, prevent, mitigate, and account for adverse environmental and human rights impacts throughout their supply chains. In this episode of the podcast week speak with Toon Dictus and associate with the law firm Latham & Watkins in London about the directive and how it could impact U.S companies operating in the EU. Become a FEI Member (https://www.financialexecutives.org/Become-a-Member.aspx). Special Guest: Toon Dictus.

The port strike that was successfully avoided, for now, has reminded US companies just how fragile the global supply chain can be. And years after the global pandemic and growing geopolitical tensions, the ways companies source and ship critical goods and material has been changed forever. In this episode of the podcast we speak with Mary Rollman, US Supply Chain Leader at KPMG LLP, about how the threatened US port strike was just one of many risks that has everyone rethinking the future of the global supply chain. Read the new KPMG report The Proximity Premium (https://kpmg.com/us/en/articles/2024/strategically-reshaping-supply-chains-in-the-americas.html) Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Mary Rollman.

Over the past year the private credit market has gained a strong foothold in borrowing, muscling banks out of the syndicated and traditional C&I loan market and even spiriting corporates out of issuing bonds. Borrower benefits for these fund-driven debt deals are numerous, including faster execution and tailored terms. But while private debt deals aren't new, their rapid takeover of corporate borrowing brings up a host of risk and long-tail issues for debtors and regulators. In this episode of the FEI Weekly podcast we speak with Jared Ellias, of Harvard Law school, who discusses his research into private credit and what it means for corporate debt issues now and in the future. Learn about becoming and FEI member. (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Jared Ellias.

The role of artificial intelligence in finance is just starting to be understood and, more importantly, how it mixes with other tools like predictive analytics and robotic process automation to build a solid forecast. In this sponsored episode of FEI Weekly we talk with Justin Croft VP, Cross Solutions Architecture at QueBit, about the promise and practicality of AI in financial planning and analysis. Special Guest: Justin Croft.

If there's been a consistent theme of disruption in an era of disruption over the past decade it's the US relationship in China. Shutdowns, trade battles and now real threats of force are being ratcheted up on both sides. For financial executives tasked with managing supply chains and forecasting overseas markets, the threat of global conflict puts everything on the balance sheet in doubt. But there is a broader historical context for today's China worries that can help put the current conflicts in context and lay out a path to forecasting the future. In this episode of the FEI Weekly podcast we speak with Dale Copeland, Professor of international relations at the University of Virginia and author of “A World Safe for Commerce”, a new book that reveals how trade and commerce has defined America's foreign policy – and often its military actions – and how contemporary challenges with Russia and China can be thought about in that lens. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Copeland's "A World Safe for Commerce (https://press.princeton.edu/books/hardcover/9780691172552/a-world-safe-for-commerce)" Special Guest: Dale Copeland.

As an annual celebration of environmental protection, Earth Day means a lot of things to a lot of people. But in the world of finance and accounting, it's an opportunity to take stock on the progress the industry has made in building sustainability metrics over the past year as well as the implementation and policy challenges facing companies in the next twelve months. In this episode of the podcast we speak with Mike Wallace, Chief Decarbonization Officer at Persefoni about the opportunities and risks the ESG movement faces and how financial executives should navigate those issues until Earth Day 2025. Episode links: Persefoni (https://www.persefoni.com/) FERF, Persefoni Navigating the Evolving Landscape of Climate Reporting (https://www.financialexecutives.org/Site-Wide/Files/2024/Research/FERF_ClimateReporting-2.aspx) Special Guest: Mike Wallace.

Over the past quarter century NetSuite has become ubiquitous in enterprise software, especially for small and medium sized businesses building their finance operations on its cloud-based platform. But software never stops evolving, and new technologies like artificial intelligence are creating more questions than answers when it comes to the next 25 years. In this week's episode we sat down with NetSuite Founder and Executive Vice President Evan Goldberg about the lessons he's learned about managing change and how embracing the small business mindset has kept his company competitive. Special Guest: Evan Goldberg.

With the announcement of the US Securities and Exchange Commission's final rule on carbon disclosure, financial executives and markets have finally gotten something the continuity craves: certainty. But with a lot of the post rule discourse built around the SEC's limiting of ESG disclosure, especially around Scope 3, there is some anticipation that the ESG talent bubble in finance and accounting will begin to burst. In this episode of the podcast we speak with Catherine Harris, director of US sustainable business at executive recruiter Acre Resources, about the prospects for ESG finance and accounting specialists post the SEC rule and how the line between sustainability and traditional financial reporting may be merging. Special Guest: Catherine Harris.

With the recent decision by the US Securities and Exchange Commission around carbon disclosure, it's important to look at the larger narrative of applying traditional financial valuation methods to natural systems. That's where natural capital accounting comes in. At its heart, natural capital accounting is a series of practices – including carbon disclosure– where environmental resources are measured against economic activity. It's not anything new, per se, but natural capital accounting is becoming part of the larger dialogue about government and private market policy. In this episode of the podcast we speak with Professor Nicholas Z. Muller, Lester and Judith Lave Professor of Economics, Engineering, and Public Policy at Carnegie Mellon University. Dr. Muller's work focuses on the interaction of environment and economic policy including the use of natural capital accounting. Special Guest: Nicholas Z. Muller.

With new technologies coming online, it seems almost daily, finance and accounting leaders have been perpetually frustrated by tech's return on investment and their impact on seemingly intractable issues of financial errors. But a new report issued (https://www.gartner.com/en/newsroom/press-releases/2024-02-21-gartner-survey-shows-that-a-third-of-accountants-make-several-error-per-weeo-due-to-capacity-constraints) by research and consulting firm Gartner says there may be a path for financial leaders to successfully adopt and implement new technologie by focusing internally on the concept of technology acceptance. In this episode of the podcast we speak with Gartner's Mallory Barg Bulman about increasing technology acceptance and creating peer-driven “change champions.” Special Guest: Mallory Barg Bulman.

Anyone that has worked on an IPO knows the amount of preparation, diligence and detail needed for a successful move into the public markets. But a combination of economic headwinds and a spac induced hangover have meant the pipeline cut to a slow drip. 2024 is looking more promising, and that means financial executives tasked with preparing for the transition have already begun planning the work do be done. In this episode of the FEI Weekly podcast we speak with Oracle NetSuite's Ranga Bodla and Sam Levy to discuss the outlook for IPOs in 2024 and the tools financial executives will need to be prepared. Special Guests: Ranga Bodla and Sam Levy.

Whatever the industry thinks of as a possible solution to the declining number of accounting students and professionals, there is near unanimous agreement on the dire consequences of the problem. Declining financial reporting quality and increased stress on the existing workforce are just two aspects of the fallout. In this episode of the podcast we speak with Dr. Rebecca Hann, Dean's Professor of Accounting and the KPMG Term Professor at the University of Maryland's Robert Smith School of Business about her new research on the crisis in the accounting pipeline and how problems, like poor internal controls and accounting accuracy may worsen over time. Special Guest: Rebecca Hann.

Words are an attempt to articulate reality. The reality that was yesterday. The reality that is today. And the reality that is tomorrow. Words can be a weapon. They can bully, demonize, and destroy. Words can embrace, energize, and elevate. If these bookends are true, then what is the area in-between that seems to be moved by one or the other? I have a great conversation with Chris Westfall, author of Leadership Language where we attempt to uncover the nuances of language that describe our internal journey as well as our impact on others. We learn that words matter. And our conscious use of them can help raise others up and moving in a positive direction. In the end, the observation and measurement of leadership is about how you show up and constructively influence those around you. Chris urges us not to see leadership as conceptual. It is not an information exchange. It is not technique. It is about an understanding of oneself. And then authentically showing up for and with others. The book is fast paced, pithy, and real. This great conversation may change what conversations you will have with yourself and others. Enjoy.

As the US settles into its traditional Thanksgiving holiday meal, it should be remembered that a majority of the globe remains in a constant state of food insecurity. According to the USDA, a combination of the lingering effects of the Coronavirus (COVID-19) pandemic and risks associated with the ongoing Russian military invasion of Ukraine are fueling the problems. But developed nations are not immune, with the UK experiencing its crisis as food prices are rising and trade agreements with overseas partners failing. In this episode we speak with Dr. Lisa Jack, Professor of Accounting in the Faculty of Business and Law at the University of Portsmouth. Dr. Jack is one of the few accounting researchers to examine the agri-food industry and the effects of accounting and performance measurement practices on the industry, and on society more widely. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Lisa Jack.

Over the past year the accounting profession has been waiting for the Securities and Exchange Commission to reveal new disclosure rules around sustainability reporting. The rules will have a major impact on how public companies construct and communicate their finance reports. But a funny thing happened on the way to the new SEC rules: California - the largest US state economy and one of the largest world economies – passed their own sustainability disclosure legislation that throws an even greater amount of complexity around the ESG reporting debate. In this episode of the podcast we speak Kristina Wyatt Deputy General Counsel and Chief Sustainability Officer for carbon and climate reporting platform Persefoni, about the new rules and how they could enhance or conflict with future SEC proposals. Special Guest: Kristina Wyatt.

Translating new technology into the sometimes slow to change world of accounting and finance takes a fair amount of passion to overcome established practices and generation skepticism. Jesse Rubenfeld and Tom Zehentner of FinOptimal are an example of a new crop of entrepreneurs trying to move the industry in the right direction. In this episode of the podcast Tom and Jesse discuss their passion for automation, their love hate relationship with Quickbooks and how to have a startup mindset in accounting. As you will hear, we began the conversation after a few technology missteps of our own. Special Guests: Jesse Rubenfeld and Tom Zehentner.

For financial executives, that means getting into the weeds of how money is going out and if procurement operations is getting the most value and efficiency out of their work. In this sponsored episode of the FEI Weekly podcast we speak with Matthew Smith, CFO and cofounder of Fine Tune, an expense management firm focused on getting the most value out of a company's procurement operations and indirect services. Special Guest: Matthew Smith.

Tamara Sword is a Certified Public Accountant and ordained minister who works to bridge the worlds of finance and faith. With a passion for making a meaningful impact, she serves as both an employee and consultant, guiding churches, non-profits, and businesses towards success. Become an FEI Engage subscriber today (https://www.financialexecutives.org/FEI-Engage/Subscribe.aspx). Special Guest: Tamara Sword.

In this episode of the podcast we speak with Andrew Struthers-Kennedy, Protivit'si managing director and global leader of its Internal Audit and Financial Advisory practice, regarding the firms 14th annual Sarbanes-Oxley (SOX) Compliance Survey and the changes he's seeing at the intersection of technologies and internal controls. Learn more about FEI. (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Andrew Struthers-Kennedy.

Over the past several months tens of thousands of workers– from Hollywood writers and actors, hotel workers, drivers and now auto workers – have organized job actions in an effort to demand higher pay and improved benefits and working conditions. According to reports, more than 300,000 workers walked off their jobs, earning the movement the name “hot strike summer.” Dr. Rouen is an associate professor of business administration at Harvard Business School. We discuss how the summer of strikes may help further define the current debate around human capital disclosure. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Ethan Rouen.

The post pandemic economy has reset the playbook for many financial executives and industries, but one company that seemed to have thrived in the crisis is Nashville-based Tractor Supply Company. With stores throughout the US and a focus on rural America, Tractor Supply has grown by double digits in terms of sales and new customers. As part of Financial Executive Weekly's continuing series on finance in middle America, we speak with Kris Bybee, Vice President of Finance at Tractor Supply Company, how they have managed their explosive growth, the challenges of recruiting finance talent outside of coastal cities and what you can learn from America's love of chickens. Special Guest: Kris Bybee.

How organizations recruit and retain their top talent has never been more of a hot button issue in the finance and accounting industry than it is at this time. Whether it's the decline in qualified graduates or a no holds barred war for existing talent, how to incentivise and manage your workforce is going through a generational shift that requires pulling many different levers. But its not just about retention. Today's leaders also need to hand down the traditional communication and project management skills that today's specialized education curriculums sometimes lack. In this sponsored episode of the podcast week speak with Jill Silman Chapman, Director of Early Talent Programs at Insperity, about these issues and how to recruit and retain the next generation of talent. Lean more (https://www.insperity.com/services/hr-outsourcing/?cid=7014x0000011wWCAAY&pid=alliance-fei&utm_source=fei&utm_medium=referral&utm_content=podcast-link&utm_campaign=alliance-fei) Special Guest: Jill Silman Chapman.

Accounting fraud and how to model it with Dr. Daniel Beneish The search for corporate and accounting fraud has become its own form of academic study with researchers and universities trying to determine the common threads that would offer the easiest path to discovering deceit. It is also fueled the sometimes highly profitable investment practice of “shorting” stocks. One of the most established and well known tools for measuring possible accounting fraud is the Beneish M-score, a model that users say offer the best probabilistic tool for determining financial manipulation. In this episode of the podcast we speak with the model's namesake – Dr. Daniel Beneish of Indiana University– about the accuracy and limitations of the M-score and what it's saying about earnings manipulation heading into the next 12 months. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Messod Daniel Beneish.

To get some clarity around the issue, I speak with Lisa Knee of EisnerAmper, Tax Partner and National leader of the firm's Real Estate practice and the National Real Estate Private Equity Group her perspective on changes in the commercial real estate market over the next fiscal year and what both CRE investors and users are thinking. Take our podcast survey (https://financialexecutives.az1.qualtrics.com/jfe/form/SV_6txfrEJyF3Wz8YS) Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Lisa Knee.

There is no shortage of hot takes when it comes to the possibility of generative artificial intelligence in finance, especially when it comes to consultants or vendors talking about the ways it can be leveraged by large enterprises in accounting and financial reporting. But like in many instances, first mover advantage usually belongs to investors leveraging new technologies as a window into the balance sheet. For example, Bedrock AI is a startup that uses artificial intelligence to read financial disclosures and apply a machine-learned risk assessment tool. Bedrock AI's CEO Kris Bennatti has a unique perspective on the rise of AI in accounting and disclosure, having a background in data science, corporate governance as well as being a CPA. In this episode we speak with Ms. Benatti about how AI can navigate a world of "over disclosure" along with ideas regarding how the current financial reporting industry will need to adapt. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Kris Bennatti.

As the US slips closer – again – to the threat of default, one of the ways policymakers talk about delaying the crisis is the use of “extraordinary accounting measures.”. Now, that is not a term you hear in the private market and, I would think, if it were used there would be more than a few red flags brought up by investors and regulators. So in today's podcast we speak with Justin Marlowe, Research Professor in the University of Chicago Harris School of Public Policy. Dr. Marlowe studies government finance, has written or edited several textbooks on public financial management and served on technical advisory bodies for the Governmental Accounting Standards Board. As you will hear, we quickly jump into why extraordinary accounting measures is not really a thing, how the federal and looming economic crisis will affect state and local government and also get into the weeds of how governments are adopting XBRL for financial reporting. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Justin Marlowe.

It didn't take long following the most recent banking crisis for the conversation to turn to a debate around accounting and disclosure. Particularly, the fair value and hold to maturity treatment that financial institutions employ around the securities on their balance sheets. In this episode of the podcast we speak with Rober Pozen, currently a senior lecturer at the MIT School of Management. Before entering academics, Bob was steeped in the world of investing and financial reporting as vice chairman of Fidelity Management and Chairman of MFS Investment management. Besides teaching, he is also a trustee of the IFRS Foundation, which oversees international financial reporting standard setting. Join FEI (https://www.financialexecutives.org/Become-a-Member.aspx) Special Guest: Robert Pozen.

The past several days have brought new attention to the way financial institutions communicate the health of their balance sheet and the way that investors and depositors react. In this episode of the podcast we speak with Pingyang Gao, Area Head of Accounting and Law and Professor at Hong Kong University. Before joining HKU in 2020, Dr. Gao had been on the faculty of Chicago Booth School of Business and Yale where his research focused on public policy and securities regulation issues, with a special emphasis on the correlation of bank runs and disclosures. Special Guest: Pingyang Gao.

Financial executives across the US were given a taste of the unthinkable last week when Silicon Valley Bank was closed by regulators and thousands of businesses - mostly venture or privately backed – had their deposits threatened. Although regulators stepped in and ended the panic, what was unthinkable suddenly became possible. Would my business lose its deposits? How will I make payments? What if I can't make payroll? In this episode of the podcast we speak with Jay Jung, founder and managing partner at Embarc Advisors. With over 20 years of experience in corporate finance, Jay works with many small and medium sized businesses in Silicon Valley and throughout the country and he discusses the fallout of the latest banking crisis and how financial executives need to reset their approach to commercial banking. Special Guest: Jay Jung.

On this episode of Practical Tax, Congressman Jared Huffman joins us to discuss green tax initiatives and Chris Westfall joins us to discuss side husltles for businesses. Episode Transcript Intro: Welcome to the Practical Tax podcast, with tax attorney Steve Moskowitz. The Practical Tax podcast is brought to you by Moskowitz, LLP, a tax law firm. Disclaimer: The information contained in this podcast is based upon information available as of date of recording and will not be updated for changes in law regulation. Any information is not to be considered tax advice or legal advice and does not form an attorney/client relationship. Further, this podcast may be construed as attorney advertising. You should see professional consultation for your individual tax and legal situation. Chip Franklin: Hello and welcome again to another edition of Practical Tax with tax attorney, Steve Moskowitz. Steve, hope all is well. Steve Moskowitz: All is well and there is so much going on in the tax world. It just keeps us happy because we're getting back so much money for our clients. For example, this ERC program, employee retention credits where the federal government is giving away their grants, they're not loans, up to $26,000 for every employee that you have that qualified is tremendous and is helping out so many small businesses. Chip Franklin: We have been talking about this for four years, right? That's been going on for a while. Steve Moskowitz: It hasn't been that long. It may seem that long, but it hasn't. And the bottom line is that... The important part is you have to know, and there are some real differences of opinion, who qualifies and who doesn't. There are two tests. One test is a certain drop in gross revenue. That's easy. It's math, either above or below a certain number. But there's a second test called full or partial closure. And that's really a facts and circumstances test. For example, even an essential business like Safeway could only use 25% of the inside of their business, as was mandated by the state of California for all businesses from the beginning of the pandemic until 6/15/21. That may qualify them supply chain disruptions and so on. But it takes some work to figure that out and a lot of firms are ignoring that. If you don't meet the math, they say no ERC for you, that's wrong because the test is either/or. On the other hand, the IRS is warning that there are a bunch of fraudulent firms just making stuff up and like anything else in your tax, obviously, you want to take everything to which you're legally entitled, no more and no less. You'd never want to put anything on any tax return or anything you give to the government is fraudulent, yet some companies are doing that. And there are these popup companies, they just came into existence to file ERC and then they're going to be gone when the IRS is asking questions whereas we're a law firm and we've been around for over 30 years. Chip Franklin: Well, all of these trails lead to Washington DC eventually, right? I mean- Steve Moskowitz: Yes, they do. Chip Franklin: ... [inaudible 00:02:28]. And we're nice enough to be joined today by US representative from California, Second Congressional district since back in 2013, Congressman Jared Huffman. Congressman, good to have you here. Jared Huffman: Good to be with you. Chip Franklin: I understand- Steve Moskowitz: Congressman, thanks so much for joining us. Jared Huffman: Thank you, Steve. Chip Franklin: And you're in the neighborhood just a little north of us and enjoying again, California. Whenever I hear about people saying, "Oh, we're moving to Texas." I'm like, "Don't let the door hit you on the way out." I love it here, right? Jared Huffman: Yeah. Yeah. California is still going strong despite the detractors out there who don't wish us well. Steve Moskowitz: You know there are always detractors for everything.

Today on the Jimmy Barrett Show: Workplace expert Chris Westfall on office holiday partiesSgt. Besty Smith on crime in Harris County

Are you looking for an easier way to address life's challenges? Tune in for an inspiring discussion with Chris Westfall on his new book Easier: 60 Ways to Make Your Work Life Work for You.#MomentsWithMarianne with host Marianne Pestana airs every Tuesday at 3PM PST / 6PM EST and every Friday at 10AM PST/ 1PM EST in the Southern California area on KMET 1490AM & 98.1 FM, ABC Talk News Radio affiliate! Not in the area? Click here the link in my profile to listen! https://tunein.com/raChris Westfall is one of the most sought-after business coaches and keynote speakers in the world. He has helped launch over five dozen businesses, and has appeared on ABC NEWS, NBC TV and CNN. A regular contributor to Forbes, he has worked with thousands of leaders at Fortune 500 companies, nonprofit organizations and high-tech startups. A coach to entrepreneurs and executives around the globe, his clients have appeared on Shark Tank, Dragon's Den and Shark Tank-Australia. He regularly consults with top-tier universities and is the author of three other books, including Leadership Language. http://westfallonline.com http://easier-book.comFor more show information visit:www.MariannePestana.com#bookclub #readinglist #books #bookish #newlife #MariannePestana #author #authorinterview #nonfiction #kmet1490am #consciousness #peaceful #authentic #empowering #selfhelp #MatthewDicks #someday #easier #ChrisWestfall

Chris Westfall joins VIP's Casey Hasten in a discussion about how to reach your peak performance. Chris is a business coach, writer, and keynote speaker. He helps people change the conversation by getting out of their own way. He has helped launch over 60 businesses, raising over $100 Million in capital investment (and counting). Entrepreneurs, executives, and future leaders turn to Chris for guidance on peak performance, team building, business development, branding, and more. Chris helps them deliver insights into powerful leadership communication strategies.About The Guest:LinkedIn: https://www.linkedin.com/in/westfallonline/About The We Are VIP Podcast:This podcast is brought to you by VIP to add value to your job or candidate search. Each week, we'll bring you helpful tips and insights from leading professionals to help candidates land their dream jobs and help employers find better talent.Hosted by:Casey Hasten, Director of Recruiting at VIPAbout VIP:We utilize a holistic approach to support your strategic initiatives in accounting and finance. From recruiting and strategic staffing, to project management consulting, our service model offers a comprehensive solution that allows for flexibility as you navigate transformation and growth within your organization.Connect:LinkedIn: https://www.linkedin.com/company/270216/Facebook: https://www.facebook.com/WeAreVIPCompanyJob Openings and Services: https://wearevip.com

Chris Westfall is one of the most sought-after business coaches and keynote speakers in the world.  He's helped dozens of businesses. He's an extraordinary coach. He is even helping entrepreneurs and executives prep for Shark Tank. Chris is also the author of Easier - 60 Ways to Make Your Work Life Work For You In this Speak Easy Mashup (SEM) Episode, Leslie comes back and joins Lou Diamond on Thrive LouD as she and Lou have a conversation about Swagger & Speak Easy. Click this link to order a copy of Easier  and Click this link to order a copy of SPEAK EASY ***CONNECT WITH LOU DIAMOND & THRIVE LOUD***  

Chris Westfall is a sought-after speaker, consultant and author who has helped hundreds of clients achieve transformational results. Chris knows that there is an easier way to make things work for you. This is what John Livesay and Chris get into as they look into how you can transform your business. Chris looks at leadership, storytelling and connecting with people as ways of transforming your business. Tune in and learn more from Chris as he delves into storytelling and sales.   Love the show? Subscribe, rate, review, and share! Here's How » Join The Successful Pitch community today: JohnLivesay.com John Livesay Facebook John Livesay Twitter John Livesay LinkedIn John Livesay YouTube

Chris Westfall is a sought-after speaker, consultant and author who has helped hundreds of clients achieve transformational results. Chris knows that there is an easier way to make things work for you. This is what John Livesay and Chris get into as they look into how you can transform your business. Chris looks at leadership, storytelling and connecting with people as ways of transforming your business. Tune in and learn more from Chris as he delves into storytelling and sales. WANNA HOST YOUR OWN PODCAST?Click here to see how my friends at Podetize can helpGET YOUR FREE SNEAK PEEK OF JOHN'S NEW BOOK BETTER SELLING THROUGH STORYTELLINGBetter Selling Through StorytellingJOHN LIVESAY, THE PITCH WHISPERERSHARE THE SHOWDid you enjoy the show? I'd love it if you subscribed today and left us a 5-star review!Click this linkClick on the 'Subscribe' button below the artworkGo to the 'Ratings and Reviews' sectionClick on 'Write a Review'Love the show? Subscribe, rate, review, and share!Here's How »Join The Successful Pitch community today:JohnLivesay.comJohn Livesay FacebookJohn Livesay TwitterJohn Livesay LinkedInJohn Livesay YouTube

It's no secret that life is hard. But we tend to make it harder than it needs to be. Chris Westfall, author, speaker, and business coach, has learned this the hard way and joins the show to share how to discover easier paths in all areas of life. Join us as we discuss: [02:00] Reframing your circumstances [09:30] Creating possibility at scale [16:00] Becoming a better coach [23:00] What causes stress and how to stop it For the entire interview, follow HR Superstars on Spotify, Apple Podcasts, or Stitcher. Or tune in on our website. Original podcast track produced by Entheo. HR Superstars is presented by 15Five, holistic performance and engagement solutions for today's HR leaders. To learn more, visit 15Five.com. Listening on a desktop & can't see the links? Just search for HR Superstars in your favorite podcast player.*