Podcasts about citp

You can serve brothels, cannabis firms, and poker pros—just don't cross the legal line.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationAccountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the latest episode of Accounting ARC, Liz Mason, CPA, and Byron Patrick,CPA.CITP, CGMA, challenge the idea that “sin” industries are off-limits for ethical professionals. Their message: legality, transparency, and harm reduction matter more than personal judgment. MORE Accounting ARC: Burount, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You're Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth |Mason, founder and CEO of High Rock Accounting, has worked with legal sex workers and cannabis companies. She says she doesn't shy away from these clients. “All companies have a right to good advice,” she says, stressing that ethical boundaries depend more on legality and transparency than personal judgment.Patrick, CEO of VERIFYiQ and educator and co-founder of TB Academy, echoes the sentiment. “Is it legal, or is it not?” he asks. “That's a pretty clear ethical line.”

Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a profession that's long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, unpack the art—and science—of setting boundaries in the accounting profession. Their message: Boundaries aren't barriers to productivity. They're a foundation for it. MORE Accounting ARC: The Ultimate Business Hack You're Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead “Burnout is essentially professional depression,” says Mason, CEO of High Rock Accounting. “When you're constantly triggered and overwhelmed, it's likely because your personal boundaries are being violated—and you haven't defined or communicated them.” The trio tackles misconceptions head-on. While social media has sparked a “boundary backlash” culture—where some workers interpret boundaries as blanket refusals—they caution that healthy boundaries aren't a free pass to underperform. 

Turn communication breakdowns into trust-building moments. Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone's words or actions. MORE TRANSFORMATION TALKSJoining him are Arianna Campbell, COO of Boomer Consulting; Ed Kless, co-founder of THRESHOLD and co-host of The Soul of Enterprise; and Amy Welch, APR, CAE, mission advocacy strategist with the Center for Accounting Transformation and SVP/executive producer for CPA Trendlines. The episode begins by reframing how we talk. “Discussion” implies conflict, while “dialogue” is about listening. “The origin of ‘discussion' is literally ‘to strike,'” says Kless. “But dialogue means ‘twin telling.' That shift in mindset is everything.” 

“We're afraid to communicate, we're afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.There's more to success than climbing the traditional career ladder.More Jackie MeyerThe founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.“Once I made partner, I thought I'd feel happier,” Vetter says. “But success without alignment isn't really success.”Vetter's career began traditionally—Big Four audit work, a stint in tax, and an early partnership. But as she juggled young children and mounting burnout, she realized something was missing.“I had pushed down the creative, intuitive parts of myself,” she explains. “So I started a journey to bring those back—through yoga, reflection, and eventually, the creation of the B3 Method.”

Empowering Women in Tech: Sharon Moore MBE's JourneyIn this episode of the Elevate Women in Tech podcast, host Kellie Kwarteng sits down with Sharon Moore, MBE - CTO for public sector in the UK at IBM technology - to explore leadership, innovation, and inclusion in the technology industry. With over 20 years of experience across outsourcing, consulting and sales, Sharon shares insights from her remarkable career and her passionate advocacy for women in tech.Key Topics Covered:Technology Leadership Role: Sharon leads industry-specific technical vision for IBM in the public sector, helping with business development while getting "to the heart of government" to understand what they want to do and share where IBM has a vision for how technology can help make government better and more effective for everybody.Career Milestones and Challenges: Sharon shares pivotal moments including graduating with a first in software engineering, meeting mentors who shaped her path as an architect, and transitioning from outsourcing to consulting to sales while maintaining her technical focus. She admits she "didn't realise that I was a woman in tech for quite a while" but gradually became aware of unconscious bias and microaggressions many face.Creating Inclusive Communities: Sharon's advocacy began with creating communities where women could feel they belonged in the industry: "It really started for me about creating communities and hopefully safe spaces where women could get together and feel like they belonged so that we could keep them in the industry."Diverse Teams and Innovation: Sharon emphasises how diverse teams improve problem-solving: "When we work in diverse groups, we think through a problem more, we bring more angles to a problem. So we're more likely to come up with some of the gotchas that otherwise we wouldn't have come up with."Professional Development through BCS: As a trustee of BCS, Sharon discusses how the Chartered IT Professional (CITP) certification provides "that independent standard that shows your competence, your professionalism, your accountability, your credibility in the industry."Mentorship vs. Sponsorship: Sharon distinguishes between mentors who provide guidance and sponsors who advocate for you when you're not in the room: "There absolutely have been people who have been voices for me when I've not been in the room."Advice for Women in Tech: Her guidance includes: "Grab every opportunity that you can because who knows what things will come to you... but the learning to say no is we do need to get boundaries." She also cautions against being pigeonholed into stereotypical roles expected of women.Vision for the Future: Sharon envisions a more inclusive tech industry: "Diversity is not about creating conflict... We want justice for everyone. I would like to see us in a world five to 10 years time where we're embracing that even more."Featured Insights:The value of creating communities for women in technologyHow BCS provides professional development and networking opportunitiesThe importance of the CITP certification for establishing credibilityThe critical distinction between mentorship and sponsorshipHow diverse teams create more innovative solutionsWhy Listen:This episode provides valuable perspectives for both women navigating careers in tech and leaders committed to creating more inclusive environments. Sharon's journey offers practical insights on building resilience, finding community, and driving positive change in the technology sector.Keywords:Leadership, Technology, Women in Tech, Diversity, Inclusion, IBM, Public Sector, Advocacy, Career Journey, Mentorship, BCS Women, CITP Certification, Diversity in Tech, Mentorship, Sponsorship, Women in IT, Professional Development, Inclusion, Career Growth, NetworkingListen now to discover how Sharon Moore's journey can inspire your own path in technology and inclusion.

“Leaders should model respect, not just expect it.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever.  MORE Accounting ARC: Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth “Manners make a difference,” says Patrick, CEO of VERIFYiQ and co-founder of TB Academy. “They impact hiring, client service, team dynamics—everything.” 

“The real question isn't whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession, specifically in the current political climate.Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an Asian male in leadership roles. They discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.  More MOVEThe discussion delves into the current political climate surrounding DEI efforts, acknowledging the pushback and misconceptions about diversity initiatives. Shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. The conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.  

Podcast: https://www.buzzsprout.com/354059/episodes/17138348-11-05-25-ruth-part-2-dave-watmore.mp3Everything happens for a reason?·   There is NO accident with God.·   If chance exists, then God doesn't.·   Chance would mean there is something out of His control.·   God ordained it. God either orders it or gives permission.·   We miss miracles sometimes because we label it chance.·   God has left nothing to chance luck or coincidence. ·   God's day to day interactions with you is called providence.·   It goes unseen but He is always working.Ruth 1 v 19 – 22, 2 v 1-3.Recap·   Ruth was married to Naomi and Elimelek's (God is King) son Mahlon (weakness). Boaz means Strength.·   Barley harvest occurs during Passover when the barley is harvested for the poor.·   Naomi has lost her husband and her two sons and decided to return to Israel and Bethlehem where her husband's family came from.·   The whole of scripture points to the work of the Almighty to bring about His plan of redemption.·   God wanted to use Ruth (a gentile) in His redemption plan. Naomi and Elimelek had to go to Moab for Mahlon to meet and marry Ruth, his father, his and Mahlon himself had to die to drive Naomi and Ruth back to Judah/Bethlehem. But there is often bitterness in our daily walk in life.·   Although Naomi had returned with the Ruth showing her love and loyalty and the people of Bethlehem were delighted to see he, she blamed God for the calamity and her bitterness. It's amazing that even though she was railing against the unfairness of God, he does not strike her down and she has the confidence in knowing the kindness and character of God to be able to express that openly without the appearance of fear.·   However, Ruth has a prompt to action and break out of the poverty mentality of her mother – in- law. Cake illustration.·   Toss of a coin at birth – Not by chance. “I don't see that you're working. “My Mum might have prayed for a child after 2 miscarriages.·   Twisted chain of a door. “I don't feel that you're working.” Lesley prayed a prayer for a man she could trust. We both had broken, long term relationships.·   Asking for a family to buy the house. “You never stop working.” Keeping his promises to us and to CitP.Is Jesus showing you what he wants you to do?·   Is that why you had the miracle?·   It's why the miracle happens.The earth is the Lords and everything in it.·   God loves details. ·   Trusting in Gods providence means believing a string of seemingly unrelated events to accomplish a bigger purpose. We don't always understand what He is doing but we don't have to.Isaiah 45:2. It reads, "I will go before you and level the mountains; I will break down the gates of bronze and cut through the bars of iron."““As the heavens are higher than the earth, so are my ways higher than your ways and my thoughts than your thoughts.”Isaiah 55:9 NIVRomans 8 v 28“And we know that in all things God works for the good of those who love him, who have been called according to his purpose.”Romans 8:28 NIV

Technologies like AI and Web3 could eventually unlock blockchain's full potential. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIs blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the pressing question and brainstorm other blockchain applications. The short answer is no—but the landscape has changed. MORE Accounting ARC: What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | Ron Baker: Surviving Tariff Turmoil | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? |When blockchain first entered mainstream conversation, it was hailed as a transformative tool capable of revolutionizing financial reporting, auditing, and recordkeeping. However, according to Mason, CEO of High Rock Accounting, the execution challenges are enormous.

International Trade Planning and Problems New Livestream guest- Lora Rigutto, CITP I'm happy to have Lora join me on a live broadcast. Lora has decades of experience in international trade and is the head of partnerships and community outreach at the Forum for International Trade Training. Tune in and as we'll be discussing CITP training. Yes- there is a specific professional designation for planning and executing international sales expansions! Yes, we'll be talking about tariffs and opportunities that may be created by the changing rules and how one goes about planning and executing a new international sales strategy. This is a ‘must see event' for anyone who anticipates getting into a business that may have foreign sales opportunities. https://fittfortrade.com/ https://www.linkedin.com/in/lorariguttocitp/

Raising the bar on client service doesn't mean sacrificing all your time.  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTechnology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackled a pressing issue: how the accounting profession can evolve to deliver better client service in the digital age. MORE Accounting ARC: Ron Baker: Surviving Tariff Turbulence | Crypto, Cash, or Chaos? The Fallout of an IRS-Free America | Is Agentic AI a Game Changer or Game Ender? | Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? “Client service is the number one reason we hear clients are looking for a new CPA firm,” says Mason, founder and CEO of High Rock Accounting. “We need to get back to the roots of our profession—deep relationships and great communication.” 

If visions of the new administration come to fruition, the IRS could also be on the chopping block.  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a recent episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP and CGMA explore the provocative question, "What if the IRS was shut down?" This discussion aligns with current political movements considering the downsizing or elimination of various government agencies, including the IRS.MORE Accounting ARC: Is Agentic AI a Game Changer or Game Ender? | Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | The Fair Tax Act of 2025, introduced by GOP lawmakers, seeks to abolish the IRS and replace income taxes with a national sales tax. Proponents argue that this would simplify the tax system, while critics contend it could disproportionately affect lower-income individuals.  Patrick emphasizes the critical role of the IRS in funding government operations. He questions the feasibility of maintaining government functions without a tax collection agency, stating, "You need money to operate a government, and if you have no mechanism for collecting revenue... there has to be a mechanism for revenue to do anything to pay people to have services, to care for a population of people."

In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory services. The conversation also touches on coaching programs and the need for effective communication in professional settings, culminating in a rapid-fire round of fun questions.

“Politics affects tax laws, compliance, and financial decisions. We can't afford to ignore it."  Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationPolitics and business have always been intertwined, but today's climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants often find themselves in conversations that can quickly become contentious. MORE TRANSFORMATION TALKSIn a recent episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA leads a discussion with Brian Tankersley, CPA.CITP, CGMA; Ron Baker, CPA (inactive), and Amy Welch, APR, CAE, on how accountants can navigate political differences while maintaining professionalism, respect, and productive dialogue. Accountants are more than number crunchers—they are trusted advisors. As such, they must address politically charged topics with clients and colleagues while maintaining neutrality and professionalism. However, in an era where ideological divides are deepening, even casual conversations can lead to tension. 

"We've underestimated how quickly AI is changing our profession." Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn't just respond to prompts—it actively coordinates multiple AI models to complete complex workflows. But is this a breakthrough for efficiency, or does it pose risks for the industry? MORE Accounting ARC: Kelly Mann: Thriving Against All Odds | Are We Ready for the Hidden Risks of AI in Accounting? | The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy |In a recent episode of Accounting ARC, hosts Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, break down the meaning, potential, and risks of agentic AI in accounting. “Agentic AI is about AI acting as an agent, not just a tool,” explains Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder of the Center for Accounting Transformation. “It can take a single task, break it into smaller components, and distribute it across specialized AI models—then bring everything back into a cohesive solution.” 

“Without AI literacy, we're all at risk.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the growing risks AI poses to the profession, including deepfake fraud, financial market manipulation, and the loss of data privacy. MORE Accounting ARC: The Research Imperative: Why Data Drives Accounting Success | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics EducationTraditionally, software was designed and programmed by humans, making its logic transparent. Now, AI writes its own code, making its decisions harder to audit. As Patrick, CEO of VERIFYiQ and co-founder and educator for TB Academy, notes, “If we don't know how AI arrives at conclusions, how can we verify its accuracy?” 

“It's not about what's happening today, but about staying ahead of what's coming next.”  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation“Without research, we're just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason, CPA, and Byron Patrick, CPA.CITP, CGMA, Shimamoto explores the vital role of research in modernizing and transforming the accounting profession. MORE Accounting ARC:  Student Turns Tables on Thought Leaders | How Coaching Can Unlock Professional Success | Demystifying Accounting Governance |  Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Education | Research, they agree, is the backbone of informed decision-making. “Data allows us to see what's truly happening, not just what we assume,” says Mason, CEO of High Rock Accounting. For the panel, evidence-based strategies are essential to keeping pace with rapid industry changes. 

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpan GrewalCenter for Accounting TransformationIn an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana Business Professionals of America. In this inaugural episode of ARC: Student-led Conversations, Grewal takes on the role of interviewer, leading a discussion with Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA—three industry leaders with diverse career paths in accounting.  MORE Accounting ARC: How Coaching Can Unlock Professional Success | Demystifying Accounting Governance | Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Education | Bailey Lenart: From Ledger Sheets to Transformational ChangeGrewal comes prepared with questions that high school and college students often ask when considering careers in business. The conversation covers the realities of the profession, the importance of career flexibility, and why accounting is anything but boring. 

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession operates within a complex framework of governance, where state and national organizations play critical roles in shaping standards, supporting professionals, and maintaining public trust. In a recent episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, dive deep into the often misunderstood relationships between state societies, boards of accountancy, and national entities like the AICPA and NASBA. Their discussion offers a candid look at how these organizations work together to regulate, educate, and advocate for CPAs, while highlighting the importance of participation at every level. MORE Accounting ARC: Top 10 Red Flags to Watch for in Accounting Offices | Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers"Many see state societies as just CPE organizers, but they're also advocacy powerhouses," explains Patrick, CEO of VERIFYiQ and co-founder of TB Academy, who details Maryland's proactive society. State societies also facilitate specialized communities and foster advocacy efforts on behalf of CPAs. State boards handle licensing and compliance. Mason, CEO of High Rock Accounting, recounts her experiences in Nevada, where a creative approach to meeting credit-hour requirements sparked changes in legislation. "The board enforces laws, but change requires legislation—a critical distinction," she notes. 

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationThe accounting profession is undergoing significant change, and workplace culture is at the forefront of that transformation. In a recent episode of Accounting ARC, industry leaders Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the red flags professionals should watch for in accounting firms.  MORE Accounting ARC: Jeremy Dubow: Private Equity as a Catalyst for Growth | Break the Burnout Cycle in Accounting | Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know |"A firm that isn't leveraging modern technology is a huge warning sign," says Mason, CEO of High Rock Accounting. She and the other panelists agreed that firms clinging to outdated systems often fail to create efficient work environments. "Automated HR processes should be a baseline by now," adds Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation. 

CEO says private equity isn't about cost-cutting—it's about investing in technology and talent.Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationThe accounting profession is evolving, and if private equity is any indicator, firms like Prosperity Partners are leading the charge. In the latest Accounting ARC episode, host Donny Shimamoto, CPA.CITP, CGMA, speaks with CEO and Prosperity Partners co-founder Jeremy Dubow, CPA, about the firm's innovative approach, private equity backing, and non-traditional practices. MORE Accounting ARC: Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers “We're not your traditional firm,” says Dubow. “We focus on transformative technologies and people-first culture to redefine what an accounting firm can achieve.” Want to learn more about P.E.? Check out M&A, PE, or Independence? Chart Your CPA Firm's Future in 2025!

“We have to tell a better story, but we also have to have a better story to tell.”Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesA powerhouse in the accounting profession, Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, the CEO of KET Solutions, shares her deep insights on talent recruitment and retention, inclusive leadership, and the evolving role of CPAs in a rapidly changing world.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts hereEllison-Taylor's journey into the accounting profession began earlier than most. She recalls a pivotal career day in third grade when she learned that "accountants manage the money." This revelation not only sparked her initial interest but also set her on a path to becoming one of the most recognized leaders in the profession, including serving as chairman of both the Maryland Association of CPAs and the AICPA. Her story is a testament to the power of early inspiration and leadership support.Ellison-Taylor emphasizes the critical need for the accounting profession to craft and share better narratives. “We have to tell a better story, but we also have to have a better story to tell,” she says, quoting Jen Wilson of the National Pipeline Advisory Group. She highlights that leadership—and the support it provides—is at the heart of these stories. Her own career was shaped by leaders who encouraged her to seize opportunities, provided constructive feedback, and championed her growth.

"A firm's culture during busy season reveals its true colors."  Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs the busiest time of year looms for accountants, industry leaders Byron Patrick, CPA.CITP, CGMA; Donny Shimamoto, CPA.CITP, CGMA; and Liz Mason, CPA, share practical advice for maintaining resilience during tax season. Their conversation explores actionable strategies to counteract stress and promote mental health. MORE Accounting ARC: Accounting in Transition: 2024 Reflections & the Road Ahead | Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |The hosts share relatable anecdotes, from Patrick's newfound habit of scheduling haircuts to Mason's candid discussion about balancing ADHD with professional responsibilities. Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, adds, "If it's not on my calendar, it's not happening," highlighting the need for intentional scheduling. 

Accounting ARC wraps 2024 with insights and bold 2025 predictions. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationSince its launch in May, the Accounting ARC podcast, hosted Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, has quickly gained traction as a thought leader in accounting. As the year concludes, the trio reflects on their journey and the pressing issues reshaping the industry. MORE Accounting ARC: Ron Baker: Visions for the Accounting Profession | Angie Grissom: Next Gen Inspo for Accountants | Does Accounting Belong in STEM? | Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |Mason, CEO and founder of High Rock Accounting, notes that one of the year's standout discussions centered on ethics. “It's fascinating to see how ethical theories apply to our decisions as accountants,” she says. “These frameworks aren't just academic—they directly impact our role as trusted advisors.” Generative AI was another recurring theme, with Patrick predicting an AI-driven revolution in 2025. “We've seen a shift from fear to excitement around AI,” says Patrick, CEO of VERIFYiQ and vice president of client success at The B3 Method Institute®. Mason echoes this sentiment, emphasizing that AI's ability to process vast amounts of data will enhance accountants' advisory roles. 

Send us a textBuying from primary vs. Secondary wholesalers, when is it best for your pharmacy and how does it impact your bottom line?In this episode of The Bottom Line Pharmacy Podcast, Scotty Sykes, CPA, CFP, Bonnie Bond, CPA, and Ollin Sykes, CPA, CITP, CMA sit down with Wade Hinkle, Founder and CEO of Pharmacy Market Place to discuss:Optimizing pharmacy operations through technologyInefficiencies in traditional pharmacy purchasing methodsImportance of balancing primary vendor agreements with secondary market opportunitiesAnd more!More about Wade Hinkle:Wade Hinkle is the Founder and CEO of Pharmacy Marketplace, an all-in-one purchasing solution that considers primary vendor agreements and key metrics to help you make better real-time purchasing decisions.Prior to Pharmacy Marketplace, Wade studied at the University of Auburn where he obtained a degree in finance. This degree ultimately led him to become a partner and Owner of Hinkle Pharmacy in Alabama where he later used the insights he learned in owning a pharmacy to Co-found Inventory IQ, a service based business focused on helping independent pharmacies implement perpetual inventory systems.Stay connected with Wade on social media:Wade Hinkle LinkedInPharmacy Marketplace WebsitePharmacy Marketplace FacebookPharmacy Marketplace LinkedInStay connected with us on social media: Sykes & Company P.A.: FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore resources on this topic:Podcast – Improving Cash Flow With Inventory ManagementWebinar – Maximizing Your Largest Expense: InventoryWebinar – Inventory Management: Keep Cash In the Bank, Not on Your ShelfWebinar – Improving Cash Flow Inventory Management Best Practices

A decade ago Canadian Don Weatherbee moved from his long career crunching the numbers in mining to join a gold recovery company. From there, it wasn't such a big leap to start working with the pioneering technology business RegenX, innovating the way precious metals are recycled, particularly those in end-of-life catalytic converters. As part of the circular economy, reusing materials that have already been processed, Don reflects on a career that has seen massive changes in environmental impact and his sense of optimism.In this episode Don talks about:• choosing to study for a Bachelor of Commerce degree at the University of Alberta• why accountancy and technology are a good foundations for business leadership• the benefits of being "the numbers guy" in the executive team• the circular economy• why people are at the heart of innovation and how that will conserve natural resources.In addition Don discusses:• the power of asking "Why?" in meetings• good reasons to find out what other people in a company do.An avid sports fan Don signs off by revealing:• how he chooses to relax• the privileges of living close to the Canadian Rocky Mountains• reasons to remain optimistic about the future.Mentioned in this podcastRegenX(RGX Tech Corps)The American Institute of CPAs and the Chartered Institute of Management Accountants (CIMA) The circular economyYou might also like to listen to:Shaheer Hafeez ACA, Director ESG and climate risk KPMG S3 E2Sarah Daly, sustainability consultant and climate champion S3 E1Nick Molden, CEO Emissions Analytics S1 E4Lydia Carrington, sustainability manager Edgbaston Stadium S2 E1Kurt Henderson, senior product designer Byway Travel S2 E4About ProGRESS:Host Sandra Kessell invites guests to discuss their pro- Green, Ethical, Sustainable and Socially responsible jobs, courses or activities and asks for real-world insights into the pathways and careers that led to them.Instagram: @theProGRESS_podcastOriginal content © Sandra Kessell Original music © Lyze KessellEmail: hello@mypro-gress.com Hosted on Acast. See acast.com/privacy for more information.

Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accounting evolves into a technology-driven profession, a question looms: Does accounting qualify as a STEM (Science, Technology, Engineering, and Math) field? On the latest episode of Accounting ARC, thought leaders hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, tackle this provocative question. MORE Accounting ARC: Rose Wang: Where Numbers Meet Strategy and Creativity | TikTok Fraud Exposes Gaps in Financial Literacy | How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision |“STEM is about applying rules-based knowledge in real-world scenarios,” explains Mason, CEO of High Rock Accounting. “Accounting fits because we apply principles and make ethical decisions just like other STEM professions.” But not everyone agrees with Mason.

Send us a textSchedule an RX AssessmentCatch up on the latest in pharmacy with our last installment of the 2024 Tradeshow Podcast Series!In this episode, Scotty Sykes CPA, CFP, Bonnie Bond CPA, Ollin Sykes CPA, CITP, CMA, and Kathy Blanchard, Senior Pharmacy Accountant come to you in person from the 2024 NCPA Annual Convention!They discuss trends they're seeing in independent pharmacy, the current state of PBM reform, 2025 tax changes, and more!Stay connected with us on social media:  FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA Twitter More resources on this topic: Check Out the 2023 NCPA EpisodePodcast - Master The MarginNicolette Mathey and Understanding Compounding GLPs

Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She discusses the importance of technology integration, lessons learned from her career journey, and strategies implemented to create a supportive and inclusive workplace. Carla also touches on her work with the AICPA, the future of the accounting profession, and the challenges and rewards of leading through change.

Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn the age of social media, financial misinformation can spread as rapidly as it's created, and the Chase Bank ATM scam exemplifies this.MORE Accounting ARC: How Accounting Pros Own the Stage in Public Speaking | Greg Kyte: Being a CPA Is Like Being the Marie Kondo of Numbers | Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Eduction | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller Firms Offer Big Opportunities for Rapid Skill Development in Forensic Accounting | Accounting ARC | AI Will Steal Your Job. And That's a Good Thing | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARCA supposed “glitch” that allowed users to deposit checks and withdraw amounts above the federally set limit for immediate withdrawals became a viral trend on TikTok, leading many to commit fraud unknowingly. Hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA; analyze the scam's implications and highlight the lack of financial literacy that may have facilitated its spread.

Find your unique voice in the profession, and don't be afraid to innovate. Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationGreg Kyte defies every stereotype of the typical accountant. Kyte, a licensed CPA and in-house accountant for a company managing medical office buildings, is also a stand-up comedian. In a recent interview on Accounting ARC, hosted by Donny Shimamoto, CPA, CITP, CGMA, Kyte discussed his unconventional journey and how he uses humor to engage audiences in the accounting field. MORE Accounting ARC: Rachel Bashore: A Lawyer's Case for Reinventing Accounting | Beyond the Basics in Ethics Education | Bailey Lenart: From Ledger Sheets to Transformational Change | Election Tax Plans: What CPAs Need to Know | Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the ProfessionBefore entering accounting, Kyte spent over a decade teaching middle school math. Reflecting on the shift, Kyte recalls, “After 10 years, I realized I wasn't enjoying teaching anymore, and I knew it was time for a change.” Driven by his longstanding interest in numbers and the promise of stability, Kyte made the leap to accounting. “I had always loved math and organization, so accounting was a natural fit,” he adds. Kyte's current role as an in-house CPA for a commercial real estate company involves a blend of accounting and property management, including overseeing financial operations, contract reviews, and even some maintenance oversight. "I get to make up my title to fit whatever circumstance I'm in," he says with a laugh. "If I want to flex on somebody, I'm the CFO. If I'd like to dodge responsibility, I'm an accounts payable clerk." 

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationThe accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sits down with Rachel Bashore, the director of operations at Herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm. SHOW NOTES here | MORE Accounting ARC: Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | In-Person Conferences Still Essential | Non-Accountants in Accounting: A Game-Changer for the Profession | Rubik Yeriazarian: Smaller Firms Offer Big Opportunities for Rapid Skill Development in Forensic Accounting | Accounting ARC | AI Will Steal Your Job. And That's a Good Thing | Accounting ARC | The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC "Accounting is ripe for change, and that's what excites me," Bashore says, reflecting on how her varied career—from IT consulting to trial law—helped prepare her for the challenges of modern accounting. Bashore has a unique path into the industry. After years working with IBM, she transitioned into law, specializing in litigation before moving into banking and fintech. Bashore's background exemplifies adaptability. She explains how her role at IBM involved solving technical conflicts, which led her to study law and become a trial lawyer. Eventually, she shifted into operations, helping companies grow and manage risk. Her entry into accounting came through Herbein, where she saw opportunities to bring fresh perspectives to an industry on the verge of transformation. "Accounting is becoming more about advisory services and helping clients succeed beyond just tax returns and audits," she remarks. "I've done that with software, law, and banking. Now, I get to help a firm expand into new areas." 

In the latest episode of The Food Professor Podcast, presented by Caddle, we welcome a special guest, Zeeshan Fazal, Regional Director and Agrifood expert from Export Development Canada (EDC). Recorded live at the SIAL food innovation show in Montreal, Zeeshan explains how EDC supports Canadian companies in expanding their reach beyond borders, including into the United States, by providing financial tools, trade expertise, and valuable market connections.Michael, joining from Chicago, shares his experiences in the Windy City's vibrant food scene, recounting a visit to El Che restaurant and commenting on Chicago's competitive food service industry. He also reminds listeners about the upcoming Coffee Association of Canada conference on November 14th in Markham, where tickets quickly sell out.The episode focuses on critical industry topics, including the staggering waste in Canada's dairy sector, with over 6 billion litres of milk dumped since 2012, as highlighted in a recent ScienceDirect study. The hosts also touch on Canada-India trade relations' complexities and challenges. The launch of Maple Leaf's new pork division, Canada Packers, is also discussed, followed by commentary on the latest Consumer Price Index (CPI) data, which signals growing concerns about the competitiveness of Canada's agrifood sector.https://www.sciencedirect.com/science/article/pii/S0921800924003100?dgcid=coauthorhttps://coffeeassoc.com/annual-conference/ About ZeeshanZeeshan Fazal is a Regional Manager at EDC, responsible for a team of Relationship Managers supporting Canadian companies to penetrate, grow and succeed internationally. He is also responsible to strategically increase EDC's support to Québec companies in Agriculture and Agrifood sectors.Mr. Fazal has significant experience in assisting Manufacturing, Technology and Innovation companies to go, grow and succeed internationally. Prior to his appointment to the Business Development team, Mr. Fazal held various underwriting positions for Accounts Receivable Insurance, Bank Guarantees and Loan Guarantees. He was also a Lean Sustainability Advisor where he collaborated closely with internal stakeholders to help lead projects, improve operational efficiencies and client communication processes.  514-876-7115  zfazal@edc.ca  edc.ca Outside of EDC, Mr. Fazal was a lecturer at McGill University where he taught International Finance, Corporate Finance and Financial Statement Analysis. Most recently, he also taught a course on Business Valuation at the Smith School of Business at Queens University. Furthermore, he taught CITP professional designation courses on Global Value Chain and International Trade Finance. About EDCExport Development Canada is Canada's export credit agency. We are dedicated to helping Canadian companies, of all sizes, go, grow and succeed beyond our borders. As international risk experts, we provide them with knowledge, financing, insurance and connections. We also provide financial solutions to global companies to facilitate and grow purchases from Canadian companies. We take on risk, so they can take on the world. Learn more at www.edc.ca. Mr. Fazal holds a Master of Business Administration from the Smith School of Management (Queens University), a bachelor's degree in Finance, Accounting and Biology from McGill University. He is also a Certified International Trade Professional (CITP | FIBP). The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top three most influential people in accounting by Accounting Today Magazine for the eleventh year. His focus is elevating and accelerating the role of CPAs and CGMAs in corporate and management accounting.

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top three most influential people in accounting by Accounting Today Magazine for the eleventh year. His focus is elevating and accelerating the role of CPAs and CGMAs in corporate and management accounting.

Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process!(Originally recorded on June 19, 2024, on Earmark Webinars+)SponsorMakersHub - https://earmarkcpe.promo/makershubChapters(01:57) - Robin Thieme's Background and Firm Overview (05:44) - Specialization in Distilleries (07:57) - Team Structure and Roles (13:17) - Innovative Hiring Practices (18:30) - Work Simulation Process (29:55) - Remote Work Challenges and Skills (38:24) - Introduction to Results Only Work Environment (38:53) - Attracting Top Talent with a Tech-Forward Approach (40:41) - Flexibility and Accountability in Remote Work (43:57) - Managing Team Performance and Client Expectations (45:26) - How to Hold Your Team Accountable (48:29) - Choosing the Right Workflow Tools (56:52) - Exploring Apprenticeship Programs (01:01:55) - The Role of Timesheets in Job Costing (01:04:09) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comEarn CPE for this episode! https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898fDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Robin H Thieme, CITP, CGMA, CPALinkedIn: https://www.linkedin.com/in/kbscfo/ Learn more about KBS CFOWebsite: https://www.kbscfo.com/#Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

The Fraud Risk Management Guide provides a comprehensive framework for assessing and managing fraud risks in any organization. Elizabeth, Jonathan, and Lynda discuss the guide and its benefits for AICPA members. The guide is a joint product of the Committee of Sponsoring Organizations (COSO) and the Association of Certified Fraud Examiners (ACFE) with contributions from various organizations and experts, including the AICPA. The guide can help practitioners audit their fraud risk management programs, train and educate board members and other stakeholders, benchmark their performance against best practices, and remediate any identified issues. Guests: Lynda Schwartz, CPA/CFF/CGMA CFE, University of Massachusetts Amherst, Director of Forensic Curriculum Jonathan T. Marks, CPA, CFF, CITP, CGMA, CFE, & PI, Partner, BDO - Forensic & Investigation Services Host: Elizabeth Woodward, CPA/CFF, CFE, Forensic Accounting Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links. Fraud Risk Management Guide, 2nd Edition   (FVS Section members see below) Fraud Risk Management Guide (second edition) Executive Summary Managing the Business Risk of Fraud: A Practical Guide  Available as a benefit to FVS Section members Fraud Risk Management Guide (second edition) Business fraud risk framework  Understanding the forensic technology landscape This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and/or check out the ABV Infographic Certified in Fraud and Forensics (CFF) - Visit the home page and/or check out the CFF Infographic 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. Your feedback and comments are welcomed at podcast@aicpa-cima.com

The CPA profession faces an identity crisis, with challenges in the candidate pipeline, non-attest services' role, and CPE's effectiveness. This webinar explores the impact of the fifth-year requirement, the value of consulting services, the need for engaging CPE, and the use of the CPA designation in non-traditional roles. Join our expert panel as we discuss solutions to navigate the profession's challenges and opportunities and redefine the CPA identity in an ever-changing landscape.(This episode originally aired on April 9, 2024 on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(01:11) - Exploring the CPA Identity Crisis (03:10) - Challenges in the CPA Profession: Enrollment Decline and Talent Shortage (05:19) - Rethinking Education and Work Experience in Accounting (08:16) - The Future of Accounting: Automation, Advisory Services, and the CPA Role (10:01) - The Split Between Audit and Advisory Services in Accounting Firms (12:22) - Addressing the Pipeline Problem and Work Culture in Accounting Firms (29:51) - Reimagining the CPA Profession and Certification (32:35) - Exploring the Work-Life Balance in Accounting (33:19) - Engaging with Live Stream Viewers and Discussing Regulatory Solutions (33:40) - The Debate on Auditor Work Hours and Firm Practices (34:38) - CBIZ's Unique Position in the Professional Services Industry (35:46) - The Role of Regulators and Proposals for Reform (36:53) - The Case for Government-Run Audits (37:30) - Rethinking Overtime and Compensation in Accounting (51:40) - Addressing the CPA Identity Crisis and Recommendations (57:47) - Concluding Remarks and Future Directions Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our GuestsDavid  Bergstein, CPA, CITP, CGMALinkedIn: https://www.linkedin.com/in/davidbergstein/Steven Sacks, CPA, CGMA, ABCLinkedIn: https://www.linkedin.com/in/stevenesacks/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In today's fast-paced world, the quest for work-life balance seems like a never-ending journey for many professionals. But is it an imaginary idea or an attainable goal? In this week's episode of Fordify LIVE! Ford and guest, Amy Vetter, discuss this important question, and offer fresh insights along with actionable strategies for today's leaders. The concept of work-life balance has evolved beyond ordinary time management to encompass a deeper sense of harmony between our personal and professional lives. Ford Saeks, alongside guest Amy Vetter, explores the nuanced layers of becoming a connected leader—one who thrives on creating an environment of balance, growth, and innovation. Amy shares her transformative journey from a Certified Public Accountant to a yogi, which offers a unique lens through which to view the pursuit of harmony in both life and work. The episode illuminates how embracing mindfulness in leadership roles not only enhances personal satisfaction but also propels businesses to unprecedented levels of success. It also delves into the diverse expectations of work-life balance across various generations, revealing its significant influence on shaping organizational culture. This episode is packed with valuable, practical strategies that promise to enrich both personal lives and professional environments by nurturing a culture of balance and connectivity. Ford and Amy engage in a rich discussion that not only highlights the importance of work-life balance but also challenges leaders to reflect on their roles in encouraging this balance. The conversation covers the impact of leadership on organizational culture, the power of mindfulness in the workplace, and how to navigate the complexities of modern professional demands with grace and efficacy. Achieving work-life balance is more than a personal undertaking; it's a leadership strategy that can significantly affect an organization's culture and success. This episode is invaluable for anyone in a leadership position or aspiring to be one, as well as professionals seeking a more balanced and fulfilling approach to their careers and lives. To explore these insights in depth and discover how you can start your journey towards work-life harmony, watch the full interview on YouTube. About Amy Vetter Amy Vetter, CPA, CITP, CGMA, MBA, is the innovative mind behind The B³ Method Institute and B³ Yoga, organizations dedicated to guiding professionals towards achieving their potential in work and life through mindfulness and balance. As a celebrated keynote speaker, author, and podcast host of Breaking Beliefs, Amy has made significant strides in promoting connected leadership, mindful technology use, and work-life harmony across various industries. Her accolades include being named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and she's been featured multiple times in Accounting Today's Top 100 Most Influential People. Beyond her speaking engagements, Amy's written contributions shine in her books "Business, Balance & Bliss" and "Integrative Advisory Services," where she explores the essence of work-life harmony and the invaluable role of human connection in accounting. Amy's leadership extends to roles such as a member of the AICPA Council, a board member for the Ohio Society of CPAs, and participation in key AICPA blockchain initiatives. Her insights and methodologies have not only garnered recognition within the accounting and finance profession but have also inspired a broader audience through her award-winning TEDx Talk on achieving work-life harmony. Learn more about Amy's journey and explore her insights into a balanced, fulfilling professional and personal life at AmyVetter.com. About Ford Saeks: Ford Saeks is a visionary Business Growth Accelerator who brings over two decades of experience to redefining success for businesses across the globe. His strategic insights have generated over a billion dollars in sales for companies, from nimble start-ups to esteemed Fortune 500s. At the helm of Prime Concepts Group, Inc. as President and CEO, Ford's expertise shines in driving customer loyalty, expanding brand visibility, and sparking innovation. A relentless entrepreneur, Ford's journey includes founding over ten companies, penning five influential books, securing three U.S. patents, and earning a plethora of industry accolades. His foray into AI prompt engineering marks him as a thought leader in leveraging ChatGPT and other AI tools to enhance content creation, thereby boosting engagement and business outcomes. Ford's profound impact on utilizing AI in business operations, marketing, sales, and improving customer experiences was highlighted at the “Unleash AI for Business Summit.” Discover more about Ford Saeks' transformative approaches and strategies at ProfitRichResults.com and tune into his insights on Fordify.tv.

Listen and enjoy Season 3, Episode 3 of 20 Minutes Of Women IN Leadership as moderator; Barbara Scofidio, editor of Prevue Magazine, is joined by is joined by Rachel Carey, CITP, VP National Sales and Industry Relations at CSI DMC; Rhonda Brewer, CIS CITP, VP Sales for Motivation Excellence; and Michelle Mariani. CIS CITP. Divisional Director for Sales – Groups North America for Belmond, as they discuss their industry path and the role of relationships in their success. Relax for the next 20 minutes. Sit back, listen, and learn. 20 Minutes Of Women IN Leadership is produced by GlobauxSource, in partnership with SITE Texas, SITE, and the SITE Women In Leadership initiative.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another edition of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, Rob interviews Jeff Gramlich from Validus. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession....

The forecast is in: Be on the lookout for doom 'n' gloom.  At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts. But Donny Shimamoto, CPA, CITP, CGMA sees things differently. As founder of The Center for Accounting Transformation, founder and Managing Director of Intraprise Techknowlogies,  and Co-Chair of the National Conference of Lawyers & CPAs for the Association of International Certified Professional Accountants, Donny has looked at the profession through a variety of lenses, and in each lens, he foresees incredible potential. Listen in to discover Donny's vision of a brighter future for entrepreneurs and those in accounting and finance fields.Episode HighlightsMost get into profession to help people and businesses achieve their goals, and the demand for these skills aren't going anywhere (04:45)How to find and deliver the services your clients actually need (12:20)The main thing we need to improve on as a profession* (16:58)(*Our episode with Amy Vetter touches on this specifically)The power of personal resilience in unlocking transformation (28:15)Shifting from traditional firm structures and ideologies (31:07)To learn more about Donny and his services, find him on LinkedIn. For more information about Dave , visit www.davidpetersfinancial.com.

Accounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week. Want to learn how to pull this off for your business? Listen in to learn more... Episode HighlightsBeating the belief system that this will never work (11:26) Aligning personal and financial goals while leveraging your organization's purpose (18:02)Developing a purpose and mission aren't nice-to-haves; they're essential -- from CEOs and entrepreneurs to everyday workers (25:00)Scrutinizing your actual vs. perceived productivity (32:04)Optimizing technologies such as AI -- and establishing standard operating procedures (34:35)Becoming a connected leader (40:36)Read Amy's books to learn even more.***Please note: David's audio echoes toward the beginning of this episode but eventually normalizes.Visit us at www.davidpetersfinancial.com.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO, Keynote Speaker & Consultant of The B3 Method Institute, Amy Vetter.Amy Vetter is a unique blend of a CPA, yoga instructor, and technologist. She leverages this diverse background to help individuals and businesses find balance and bliss. During our conversation, Amy emphasized the importance of self-awareness and the need for moments of stillness and silence.She believes we can optimize our productivity and overall well-being by disconnecting from our fast-paced, left-brain-dominated world and tuning into our intuition. This approach is about taking drastic changes over time.Instead, Amy encourages individuals to start small with intentional habits, such as focusing on breathing and taking moments to reset the central nervous system.Amy acknowledges that everyone's journey to mindfulness is unique. It takes time for individuals to be ready to embrace mindfulness practices. She also recognizes the stress experienced by professionals, particularly CPAs and entrepreneurs.To address this, she developed a methodology outlined in her book "Business Balance and Bliss." This methodology focuses on understanding stressors and using mindfulness and collaboration techniques to create bliss and maintain happiness.Amy also emphasizes the need for self-awareness and intentional thoughts to shape our perception and reality. She offers resources such as books, webinars, and consulting services to help individuals and organizations achieve work-life harmony. She aims to transform workplaces into destinations where employees are happy and fulfilled.Key Points from the Episode:Amy Vetter's work and role as CEO of the B3 Method InstituteImportance of incorporating mindfulness into leadership and work-life harmonyAmy's background as a CPA, yoga instructor, and technologistNeed for self-awareness and moments of stillness and silenceDisconnecting from the frenetic left brain and listening to intuitionStarting small with intentional habits and focusing on breathAcknowledging that everyone's journey is unique and takes timeAmy's methodology outlined in her book "Business Balance and Bliss"Using mindfulness and collaboration techniques to create bliss and maintain happinessAbout Amy Vetter:Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP), is a highly accomplished CEO, keynote speaker, consultant, and author. She is the creator of the B3 Method® for Business, Balance & Bliss, which has empowered countless individuals across various industries and career levels to reach their full potential in work and life.As a prominent figure in the accounting and finance profession, Amy has been recognized as one of the "Most Powerful Women in Accounting" by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today. She contributes her expertise to publications like AICPA's Journal of Accountancy, Accounting Today, CPA Practice Advisor, Inc.com, and Entrepreneur.com.Amy's diverse background, including an MBA and entrepreneurial experience, has made her a skilled C-suite executive and corporate board member. She is well-versed in cloud technology, business transformation, and go-to-market strategies for scaling businesses nationally and internationally.Through her books, "

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA, CITP and Alicia Pollock. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comThis podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.  

We're continuing our Industry Podcast Series with a dive into the current opportunities and challenges specific to financial institutions. The Current Expected Credit Loss (CECL) Accounting Standard ushered in a new era for financial institutions that they are still grappling with, but the industry's recent focus has shifted towards discussions about liquidity after the failures of Silicon Valley Bank and others. Join our financial industry experts Jeff Burleson, CPA, and Josh Bowen, CPA, CGMA, CAMS, CITP, as they discuss the evolving landscape for financial institutions and the continued influence of CECL, as well as strategies for driving stability, growth and adaptability in the face of change.  Special Guest: Justin Headley, CISSP, CISA, CDPSE, CRISC, member of the firm's Risk Advisory & Assurance Services GroupIn this episode, you'll hear: Discussion surrounding CECL and its implementationHow the 2023 failures of Silicon Valley Bank and Signature Bank led to shifts in liquidity managementInformation about how economic uncertainty has led to the tightening of lending practicesThe importance of third-party risk management within a financial institution's cybersecurity policyStrategies to help financial institutions manage staffing levels Resources for additional information:Blog: Don't Turn Your Back on CECLBlog: Current Expected Credit Loss (CECL) Standard Update: Best Practices for ImplementationBlog: What is Enterprise Risk Management?Blog: The Biggest Cyber Risks for Your Company and How to Manage ThemPrevious Podcast Episode: Employee Retention and Recruiting in Today's Competitive EnvironmentEvent Invitations: Subscribe to receive invitations to future Bank and Credit Union Roundtables.

There's been a buzz around artificial intelligence for years, but nothing like the swarm of interest generated by ChatGPT.   Microsoft-backed research laboratory OpenAI launched ChatGPT in November 2022. By January, the large language generative AI chatbot had attracted more than 100 million users, making it the fastest-growing customer software application ever – but far from the only one.   What makes ChatGPT so compelling and how does it compare to other generative AI chatbots like Google's Bard? What tasks can generative AI handle for accounting firms and what precautions should CPAs take when using this technology? Hear the answers to those questions and much more from accounting technology expert Roman H. Kepczyk CPA.CITP, CGMA, in this episode of the Small Firm Philosophy podcast, produced by AICPA & CIMA's Private Companies Practice Section (PCPS) in partnership with the Journal of Accountancy.     Things you'll learn in this podcast:   ·                How generative AI is different from personal assistants like Siri or Alexa.   ·                How a lawyer got himself in hot water after using ChatGPT-4 ·                Where accountants can expect to see AI tools tailored for them ·                What Google's Bard does better than ChatGPT ·                What accountants should never do with generative AI   Also see: ·       Getting onboard with ChatGPT safely (for PCPS members) ·       Writing advanced Excel macros with ChatGPT-4 (JofA) ·       Can ChatGPT answer your clients' questions? (JofA)  

216: How Your Nonprofit Can Benefit from a Digital Transformation (Bob Green)SUMMARYWhat does digital transformation mean for nonprofits? In episode #216 of Your Path to Nonprofit Leadership, strategic IT expert Bob Green explains how digital transformation is a pathway for nonprofit organizations to succeed by increasing overall efficiency, facilitating donor and volunteer relationships, and improving communications to reach wider audiences. He shares how incorporating new technologies in the workplace benefits nonprofits and their employees by eliminating redundancies, automating tasks, and allowing team members to focus on work that makes the most significant impact. Bob also lays out keys to effective IT governance for nonprofit leaders.  ABOUT BOBBob Green, CPA, CITP, CGMA is Lead Partner for SingerLewak's "SL Business Informatics" advisory practice. His team is retained as trusted, independent advisors to help achieve the benefits of strategic IT planning and direction for growing organizations. Their skills include comfort with complex projects around ERP, CRM and other application types, Cybersecurity and ongoing Cybersecurity Program management, IT Audit and Assurance (SOX, SOC), IT Risk, IT project rescue, and others. Bob's background combines CPA, CFO, Consulting and Technologist skills, as applied to challenges faced by many industries including non-profits of many varieties and complexities (501c3, 501c4 and 501c6) as well as entertainment, technology, government, food and beverage, medical devices and cosmetics, and others. Bob spent 8 years at PWC, later became a CFO, and is a frequent speaker and presenter at AICPA and other professionally sponsored education conferences and produces podcasts and articles regularly. In his spare time, he organizes hiking experiences, volunteers in the non-profit space and enjoys time with his family in the Los Angeles area. EPISODE TOPICS & RESOURCESWho Moved My Cheese? An A-Mazing Way to Deal with Change in Your Work and in Your Life by Spencer Johnson, M.D.Learn more about Bob and SingerLewak hereFor additional resources visit Foresight-SLBICheck out Patton's new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

In this episode, Rory speaks with Donny Shimamoto, CPA, CGMA, CITP of the Center for Accounting Transformation, about the latest in the accounting profession and the research he's doing into advisory and staffing. Discover why Donny believes that accounting professionals can help their clients achieve their financial goals by providing peace of mind, vision and clarity, and hope. Donnie discusses the potential of AI to automate tasks and improve efficiency, while also highlighting the risks associated with it, such as bias and data privacy. He emphasizes the importance of developing policies and procedures to ensure that AI is used ethically and responsibly. Do you want to know how to create a sense of community and belonging in virtual workplaces? Do you want to know how to go from Trusted Advisory to Transformational Advisor? Find out the answer to these questions and more on this Episode with 3-Time show guest Donny Shimamoto!