Podcasts about cpe

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

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

Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...

Roger and Annie welcome back Thad Inge to decode what's happening in Washington DC as filing season kicks off. With potential government shutdowns, billion-dollar IRS budget cuts, and 25% of IRS staff gone through early retirements, uncertainty looms over tax professionals trying to implement retroactive provisions for overtime and tips. The conversation shifts to the renewed push for minimum tax preparer standards and why getting bipartisan legislation passed might be harder than ever in an election year.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Thad IngeLinkedIn: https://www.linkedin.com/in/thad-inge-9342155Website: https://www.vsadc.com/Chapters(00:00) - Introduction and Greetings (03:15) - Congressional Updates and Government Shutdown Concerns (09:19) - IRS Staffing and Service Levels (11:31) - Tax Legislation and Employer Guidance (16:08) - State Tax Variations and Software Updates (19:35) - IRS Budget Cuts and Inflation Reduction Act Funds (25:25) - Student Loan Offsets and Political Implications (28:31) - Potential Tax Legislation and ACA Premium Tax Credits (29:35) - Trump's Healthcare Plan and Legislative Challenges (30:10) - Tax Extenders and Bipartisan Cooperation (32:36) - Child Tax Credit and Legislative Vehicles (33:24) - The Legislative Process and Unanimous Consent (37:02) - Senator Tillis and Party Defections (40:10) - Minimum Standards for Tax Preparers (53:57) - Incentivizing E-Filing for Small Businesses (58:12) - Conclusion and Upcoming Tax Season Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

On this episode host Fred Goldstein invites Angela Luong, PharmD, Senior Clinical Consultant at Pharmaceutical Strategies Group in this last installment of our rare disease series. Our discussion focuses on the burden of sickle cell disease, chronic pain management, limited treatment options, and the implications for managed care programs, including the use of data and care coordination to improve patient outcomes. This activity is supported by an independent medical education grant from Agios Pharmaceuticals, Inc. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: The Power of Partnership: Bridging Patients and Payers in Sickle Cell Disease Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Menopausal hormone therapy has long carried a boxed warning (formerly a "black box warning") that may not accurately reflect the therapy's risk-benefit profile for all patients. This course discusses the FDA's recent removal of boxed warnings for select hormone therapy (HT) products, the rationale for this change, and how evolving guidance may impact patient care. You will explore strategies to support evidence-based counseling and individualized decision-making for patients considering HT.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTErin Raney, PharmDProfessorMidwestern University College of Pharmacy Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the FDA's updated position on boxed warnings for menopausal hormone therapy.2. Identify key considerations for pharmacists when counseling patients about the benefits and risks of hormone therapy.Rachel Maynard and Erin Raney have no relevant financial relationships with ineligible companies to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-044-H01-PInitial release date: 1/26/2026Expiration date: 1/26/2027Additional CPE details can be found here.

Menopausal hormone therapy has long carried a boxed warning (formerly a "black box warning") that may not accurately reflect the therapy's risk-benefit profile for all patients. This course discusses the FDA's recent removal of boxed warnings for select hormone therapy (HT) products, the rationale for this change, and how evolving guidance may impact patient care. You will explore strategies to support evidence-based counseling and individualized decision-making for patients considering HT.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTErin Raney, PharmDProfessorMidwestern University College of PharmacyGAMECHANGERS CLINICAL UPDATE SERIESThe Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the FDA's updated position on boxed warnings for menopausal hormone therapy.2. Identify key considerations for pharmacists when counseling patients about the benefits and risks of hormone therapy.Rachel Maynard and Erin Raney have no relevant financial relationships with ineligible companies to disclose. 0.075 CEU/0.75 HrUAN: 0107-0000-26-044-H01-PInitial release date: 1/26/2026Expiration date: 1/26/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagramFollow CEimpact on Social Media:LinkedInInstagram

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907   Margie's Free Class Friday: www.akadian.com/lockerroomWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today's collaborative environment.Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.Expect to Learn:The two core competencies every great FP&A professional must masterWhy “getting out from behind the screen” matters for business insightHow AFP curates learning and networking experiences for finance professionalsWhat to expect from AFP's FP&A Forum and Annual ConferenceHow to avoid low-value work and focus on driving business impactThis episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today's finance landscape.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Bryan:LinkedIn - linkedin.com/in/bryan-lapidus-fpacCompany - https://www.linkedin.com/company/association-for-financial-professionals/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[03:33] – What Is AFP?[05:38] – What Makes Great FP&A?[13:34] – Inside the AFP Conference[18:13] – How AFP Chooses Conference Tracks[23:12] – AFP FP&A Forum Highlights[27:30] – How Soft Skills Shape Career...

Get an overview of the recent guidance and clarifications issued by the AICPA Professional Ethics Executive Committee. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:PEEC Publishes Final Clarifications in the AICPA Code of Professional Conduct for Engagements Subject to SSAEsPEEC releases clarifying guidance on independence in SSAE engagementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

On this episode host Fred Goldstein invites Janna Evans, Director of Pharmacy Sales Support at Blue Cross and Blue Shield of Texas, as they continue their rare disease series with a focus on hemophilia and the substantial clinical, financial, and psychosocial burdens it places on patients and families. We discuss how health plans manage high-cost therapies, balance individualized patient needs with access requirements, and navigate prior authorization and step-therapy processes. Janna also highlights the need for better patient-reported outcomes, the day-to-day impact of the disease, and the broader considerations for employers and caregivers within managed care. This activity is supported by an independent medical education grant from Genentech Inc., and Pfizer Inc. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: ⁠The Power of Partnership: Bridging Patients and Payers in Hemophilia Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

Ranitidine — once withdrawn from the market over safety concerns — was recently re‑approved by the FDA in a reformulated version, raising important questions for pharmacists and patients alike. This course outlines the FDA's recent approval, reviews the reformulated product's changes (including manufacturing and labeling), and examines practical considerations for dispensing, counseling, and patient safety. You will gain clarity on when ranitidine may be appropriate for use (again) and how to guide patients confidently in its safe use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTK. Ashley Garling-Nanez, PharmDAssistant Director of ProgramUT Center of Health Communications Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the major safety and regulatory issues that prompted ranitidine's withdrawal, and the changes made in the reformulated product approved in 2025.2. Describe pharmacist‑relevant considerations for dispensing, patient counseling, and transition from alternative acid‑reducing therapies.Rachel Maynard and K. Ashley Garling-Nanez have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-043-H01-PInitial release date: 1/19/2026Expiration date: 1/19/2027Additional CPE details can be found here.

Ranitidine — once withdrawn from the market over safety concerns — was recently re‑approved by the FDA in a reformulated version, raising important questions for pharmacists and patients alike. This course outlines the FDA's recent approval, reviews the reformulated product's changes (including manufacturing and labeling), and examines practical considerations for dispensing, counseling, and patient safety. You will gain clarity on when ranitidine may be appropriate for use (again) and how to guide patients confidently in its safe use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTK. Ashley Garling-Nanez, PharmDAssistant Director of ProgramUT Center of Health CommunicationsGAMECHANGERS CLINICAL UPDATE SERIESThe Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize the major safety and regulatory issues that prompted ranitidine's withdrawal, and the changes made in the reformulated product approved in 2025.2. Describe pharmacist‑relevant considerations for dispensing, patient counseling, and transition from alternative acid‑reducing therapies.Rachel Maynard and K. Ashley Garling-Nanez have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-043-H01-PInitial release date: 1/19/2026Expiration date: 1/19/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

In this episode, Muhammad Owais Khan, MD, MBA, CPE, CHCQM, FAAFP, FHM, Chief Medical Officer and Designated Institutional Official at Three Crosses Regional Hospital, shares how physician centered leadership is strengthening care delivery in New Mexico. He discusses launching an internal medicine residency program, recruiting specialists, and focusing on physician well being to improve patient outcomes and long term sustainability.

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode of the Woodard Report podcast, Joe and Heather speak about early-2026 accounting and tech happenings, including new CPE training for Intuit Enterprise Suite, and why leaning into AI skills can create outsized professional value.  Current events — Introduction to Intuit Enterprise Suite Training Rapid AI adoption with growing AI skills requirements TV/Movie quote of the week — Victoria House of David Excellent things we learned — Mind Magic: The Neuroscience of Manifestation and How It Changes Everything The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results Member spotlight — Jodi Plett of Flexkeeper The Woodard Report article of the week — The Competitive Advantage of AI Training for Accounting Professionals Thank you to our show sponsor, CorpNet! CorpNet is the trusted leader in business formation and compliance services, offering one of the best tools for accountants, CPAs and tax professionals nationwide. The CorpNet Partner Program can 10X your firms revenue by helping clients form a business, register for payroll taxes, maintain compliance and more. Learn more about the show and our sponsors at Woodard.com/podcast

On this episode Fred Goldstein invites Ami Gopalan, Senior Vice President of Strategic Content and Growth Optimization at Precision AQ in a continion of AMCP's rare disease series with an in-depth look at IgA nephropathy (IgAN), a progressive autoimmune kidney disease that often goes undiagnosed until advanced stages. As a patient living with IgAN, Ami brings both a professional and personal perspective to the discussion as we explore the disease's silent progression, the burden it places on patients and families, the evolving treatment landscape, and how managed care can better incorporate patient value, clinical guidelines, and emerging evidence to support long-term outcomes. This podcast is supported by an independent medical education grant from Alexion and AstraZeneca Rare Disease. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit: The Power of Partnership: Bridging Patients and Payers in IgA Nephropathy Management. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Agents and Investors who see consistent movement in probate aren't saying more on their calls.They're creating conversations that feel steady enough for families to stay in.This coaching session looks at how value messaging shapes outcomes long before follow-ups or systems come into play.You'll see:➡️ Why probate leads respond differently than traditional sellers➡️ How clearer positioning affects engagement more than frequency➡️ What separates conversations that continue from ones that end early➡️ how support systems carry long timelines without adding pressureThis isn't a walkthrough of scripts or outreach volume.It's a discussion about the kind of operator probate requires you to be,and the kind of messaging that supports that role.If you're deciding whether probate fits how you want to work,or refining how you show up inside it,This session gives the context most folks look for before committing further.Timestamps: 00:00 How the way value is communicated affects a PR's decision more than the service itself12:10 What belongs in a strong CPE resource package, and how a systematic pipeline can support agents who want fewer calls and more quality conversations20:58 What numbers matter when checking if a county qualifies for a marketing partnership34:50 How to understand harsh reactions and what they reveal about the clarity of your value message38:30 What to say to keep probate leads engaged instead of letting the call end too fastThis session gives practical steps for presenting value, creating momentum with probate leads, and keeping conversations steady on long probate timelines. If your goal is to improve probate lead flow and build trust from the first call, then this discussion will help you move in that direction.

AI won't replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters' Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants (03:38) - The Shift from Desktop to Cloud-Based Tax Software (05:14) - Thomson Reuters' Approach to Customer-Centric Tax Technology (05:55) - Automation and AI in Tax Workflow (10:58) - The Role of SurePrep in Data Entry Automation (18:34) - Advisory Services and Ready to Advise (24:53) - AI in Onboarding and Knowledge Transfer (25:35) - Empowering Junior Associates with AI (26:41) - AI in Education and Talent Attraction (30:40) - AI's Role in Tax and Accounting (33:58) - The Future of AI in Tax Preparation (41:59) - AI-Driven Advisory Services (47:41) - Practical Steps for Tax Firms to Embrace AI Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download 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 GuestsElizabeth Beastromhttps://www.linkedin.com/in/elizabeth-beastrom/Kirat Sekhonhttps://www.linkedin.com/in/kirat-sekhon-2172022/Learn more about Thomson Reutershttp://thomsonreuters.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - FTU 67 (00:37) - Overview of 2026 Tax Season Changes (02:31) - Key Tax Provisions for 2025 (05:16) - No Tax on Tips and Overtime (11:59) - Senior Citizen Deduction and Car Loan Interest (15:10) - Introduction of Trump Accounts (19:55) - Practice Management and Work-Life Balance (31:12) - The Importance of Delegation and Trust (31:59) - ‌ (34:54) - Contingency Planning for Unforeseen Circumstances (42:13) - Client Engagement and Scope Management (48:15) - Post-Tax Season Evaluation (53:13) - New Legislation and Client Communication (59:17) - Final Thoughts and Encouragement Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Recent years have seen a troubling resurgence of whooping cough and measles — diseases many thought were largely controlled — highlighting the continuing importance of vaccination, surveillance, and community education. This course reviews the latest evidence on global and local trends, explores the factors driving renewed outbreaks, and discusses the key roles of pharmacists in prevention and early detection. You will gain insights to be better prepared to support immunization efforts, patient counseling, and public health awareness in response to this resurgence.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTChristina O'Connor, PharmD, BCPS, BCIDPClinical Pharmacy ManagerMayo Clinic Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe recent epidemiologic trends in pertussis and measles resurgence and factors contributing to increased incidence.2. Identify the pharmacist's responsibilities for promoting vaccination, encouraging timely immunization, supporting outbreak prevention, and providing patient education.Rachel Maynard and Christina O'Connor have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-038-H01-PInitial release date: 1/12/2026Expiration date: 1/12/2027Additional CPE details can be found here.

Recent years have seen a troubling resurgence of whooping cough and measles — diseases many thought were largely controlled — highlighting the continuing importance of vaccination, surveillance, and community education. This course reviews the latest evidence on global and local trends, explores the factors driving renewed outbreaks, and discusses the key roles of pharmacists in prevention and early detection. You will gain insights to be better prepared to support immunization efforts, patient counseling, and public health awareness in response to this resurgence.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTChristina O'Connor, PharmD, BCPS, BCIDPClinical Pharmacy ManagerMayo ClinicPRACTICE RESOURCEPurchase this course to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase this episode and claim your CPE credit, click here.  CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe recent epidemiologic trends in pertussis and measles resurgence and factors contributing to increased incidence.2. Identify the pharmacist's responsibilities for promoting vaccination, encouraging timely immunization, supporting outbreak prevention, and providing patient education.Rachel Maynard and Christina O'Connor have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-038-H01-PInitial release date: 1/12/2026Expiration date: 1/12/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

What happens when the need to appear competent becomes the very thing that disconnects us from others—and from ourselves? In this deeply honest and surprisingly funny conversation, Ian welcomes author, speaker, and Enneagram Three, Steve Cuss for a wide-ranging dialogue on anxiety, performance, false self, and the quiet freedom that comes with becoming more human-sized. Drawing from Steve's experience as a hospital chaplain, pastor, and leadership consultant, they explore why our most polished coping strategies often come from fear, how predictable patterns keep us stuck, and why anxiety is so contagious in families, churches, and organizations. Along the way, they unpack the Enneagram Three's drive to succeed, the exhaustion of self-presentation, the difference between ambition and authenticity, and why true maturity looks a lot like being relaxed—no masks required. Expect stories, laughs, hard-earned wisdom, and a refreshing reminder that you don't have to win the room to belong in it. If your nervous system needs a deep breath and your soul could use some permission to stand down from proving itself, this episode is for you.     About Steve Cuss Steve Cuss, M.Div. is a pastor, former chaplain, and founder of Capable Life, which helps people lower internal and relational anxiety in the workplace and homeplace. Steve is a Spiritual Care Professional in the Association of Clinical Pastoral Education, holding 1600 hours of supervised ministry in CPE and a Masters degree focusing on Family Systems Theory and Theology. Steve, his wife, Lisa, and their two sons and a daughter live in Erie, Colorado. Connect with Steve at: Website: https://capablelife.com and https://stevecusswords.com Soul Care Intensives: https://capablelife.com/pages/intensives Podcast: Being Human with Steve Cuss Instagram | X 

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode Fred Goldstein invites Steve Kheloussi, PharmD, MBA, FAMCP, Principal Consultant at Kheloussi Consulting, LLC, in the first installment of our four-part series on rare diseases. We discuss a practical overview of Duchenne muscular dystrophy (DMD), the current treatment landscape, and the evidence gaps that complicate payer decision-making. We also touch on the importance of what patients and caregivers need to maintain function, reduce fatigue, and navigate the significant emotional and practical burdens of care. This podcast is supported by an independent medical education grant from ITF Therapeutics. AMCP offers CPE for this podcast through December 31, 2026. For additional information and to claim credit, please visit:  ⁠The Power of Partnership: Bridging Patients and Payers in Duchenne Muscular Dystrophy Management⁠. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Corticosteroids in the treatment of community-acquired pneumonia (CAP) remain a topic of clinical curiosity and mixed opinions. In this unique episode, two expert guests share opposing perspectives—one advocating for corticosteroid use in CAP and the other urging caution—offering pharmacists a balanced view of the current evidence and practice considerations. Tune in to explore both sides of the debate and walk away with insights to inform your role in collaborative patient care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTSSam Markle, PharmDCritical Care PharmacistSanford HealthTristan Houle, PharmDPGY2 Critical Care Pharmacy ResidentSanford Health Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe current evidence supporting and challenging the use of corticosteroids in the treatment of community-acquired pneumonia (CAP).2. Identify key considerations for pharmacists when evaluating corticosteroid use as adjunctive therapy in CAP.Rachel Maynard, Sam Markle, and Tristan Houle have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-032-H01-PInitial release date: 1/5/2026Expiration date: 1/5/2027Additional CPE details can be found here.

Corticosteroids in the treatment of community-acquired pneumonia (CAP) remain a topic of clinical curiosity and mixed opinions. In this unique episode, two expert guests share opposing perspectives—one advocating for corticosteroid use in CAP and the other urging caution—offering pharmacists a balanced view of the current evidence and practice considerations. Tune in to explore both sides of the debate and walk away with insights to inform your role in collaborative patient care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTSSam Markle, PharmDCritical Care PharmacistSanford HealthTristan Houle, PharmDPGY2 Critical Care Pharmacy ResidentSanford HealthPRACTICE RESOURCEPurchase this course to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast.CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase this episode and claim your CPE credit, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe current evidence supporting and challenging the use of corticosteroids in the treatment of community-acquired pneumonia (CAP).2. Identify key considerations for pharmacists when evaluating corticosteroid use as adjunctive therapy in CAP.Rachel Maynard, Sam Markle, and Tristan Houle have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-032-H01-PInitial release date: 1/5/2026Expiration date: 1/5/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Our featured guests this month are Matt Sharp , Ian O'Neill and Jason Godley at Xactly Corp, interviewed by Frank Victory. News from Inspirato, Optiv, Lares, Ping Identity, Red Canary and a lot more! The Security Triad: Turning Risk into Revenue: Step inside the boardroom to see how top-tier leadership turns cybersecurity from a "no" into a "go." In this high-energy conversation, Jason Godley (CFO), Ian O'Neill (Legal Counsel), and Matthew Sharp (CISO) pull back the curtain on the "Security Triad"—the collaborative engine driving Xactly's massive business transformations. Discover how they've shifted security from a perceived bottleneck to a revenue powerhouse with a staggering 80%+ revenue attachment rate on enterprise deals. This is a masterclass in navigating the legal liabilities of Generative AI, mastering the "Speed of Trust," and using a best-in-class security posture to outpace the competition and win in the enterprise market. Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: Colorado's First Treehouse Hotel Is Open (and Gorgeous) Local travel company acquiesces to $59 million purchase offer President Trump signs executive order in bid to block state AI regulations, including Colorado's Colorado courts' fragmented system for sharing evidence needs statewide fix, task force finds 2025 Industry Threat Profile Audit Success vs Operational Resilience: Understanding the Gap What Is Human-in-the-Loop AI and Why It Matters for Identity When adversaries bring their own virtual machine for persistence Upcoming Events: Check out the full calendar ISSA COS - January Chapter Meeting - 1/13 ISSA Denver - CTI Revolution Starts Now: Building a Business-Centric Intelligence Program - 1/14 ISACA Denver - SheLeadsTech 2026 Climb and Carry (7 CPE) - 1/23 ISSA COS - January Workshop - 1/24 ISC2 Pikes Peak - 1/28 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

#84: Have you been told to wait 3–5 days between introducing new foods to your baby? In this episode, I'm joined by Dr. Carina Venter, PhD, RD—one of the world's leading experts in pediatric food allergy prevention—to explain why this advice is outdated and unsupported by research. We break down when allergic reactions actually occur, why introducing one or more new foods per day is safe, and how unnecessary delays can limit diet diversity during a critical window for learning to eat. If you're confused by conflicting advice from healthcare providers, this conversation will help you move forward with confidence. Listen to this episode to learn: 1.  Why the 3–5 day waiting rule for new foods is outdated and what the research actually shows about allergic reactions. 2.  What safe and effective new-food introduction looks like, including how often your baby can try new foods without increasing risk. 3. Who is driving modern, evidence-based guidance on food allergy prevention and how that research applies to starting solid foods at home Shownotes for this episode can be found here: ⁠https://www.babyledweaning.co/podcst/84 Links from This Episode: • More info about Carina's work on her homepage: https://carinaventeronline.com/ • View Dr. Venter's allergy-related research publications here: https://profiles.ucdenver.edu/display/14733584 • Dietitians earn your FARE Certificate of Training in Pediatric Food Allergy in this 9-month (32 CPE) course Carina co-teaches for FARE • Check out the pediatric allergy product Carina Helped develop, Grow Happy here: https://letsgrowhappy.com/ and the code BABYLEDWEANING15 works for a discount here (this is not an affiliate code) • Baby-Led Weaning with Katie Ferraro program with the 100 First Foods™ Daily Meal Plan, join here: ⁠https://babyledweaning.co/program⁠  and get $50 off when you sign up using the code BLWPOD50  • Baby-Led Weaning for Beginners free online workshop with 100 First Foods™ list to all attendees, register here: ⁠https://babyledweaning.co/baby-led-weaning-for-beginners Other episodes related to this topic: • Episode 124 - Using an Egg Ladder for Babies with Egg Allergy with Carina Venter, PhD, RD • Episode 274 - Baby Has Skin Reactions to Milk, Egg and Peanut: What Should I Do Next? with Carina Venter, PhD, RDN ⁠ • Episode 368 - Using a Milk Ladder for Babies with Dairy Allergy with Carina Venter, PhD, RD

Alicia and Dan kick off 2026 by diving into 27 pages of notes from Intuit Connect's Innovation Circle. They break down upcoming changes to bank feeds (including confidence indicators and MasterCard receipt capture), the new payroll agent that handles timesheets via text message, enhanced tax impoundment processes, and Intuit Intelligence's business analytics features. Most innovations are rolling out between spring 2026 and early 2027, with some already appearing in testing.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:48) - QuickBooks Online Innovations (01:44) - Bank Feed Enhancements (06:56) - Client Requests and MasterCard Integration (18:27) - Operational Software Hurdles Removed (19:27) - Text-Based Payroll Management (22:00) - Document Management and Employee Onboarding (28:12) - Tax Impounding and Auto Filing (35:02) - Intuit Intelligence and Business Analytics (42:46) - Upcoming Classes and Events LINKSAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907Connect with DanSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour Webinar 1099 Strategies: Is QB Enough? - https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst talks with Andrew Hull, a seasoned finance leader in the consumer packaged goods (CPG) industry. They explore the role of FP&A professionals in driving business results, navigating inflation, and transitioning from traditional budgeting to impactful analytics.Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. With a competitive spirit and passion for team leadership, Andrew shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.Expect to Learn:The three pillars of great FP&A are technical skills, storytelling, and actionable decisions.Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.Lessons learned from leading finance during the pandemic.Key metrics for success in the distribution industry include variable margin and truck utilization.Practical advice for accelerating budget processes and focusing on analytics that drive results.Here are a few relevant quotes from the episode:"The most value FP&A can add is when we take complex data and distill it into actionable insights." - Andrew Hull"Variable margin is the backbone of understanding financial performance in a distribution business."- Andrew Hull"A one-page visual with clear recommendations is the best way to communicate with executives."- Andrew HullAndrew Hull shared a wealth of knowledge for FP&A professionals, including rethinking the role of analytics to the importance of actionable storytelling. His practical advice on managing inflation, leading during a crisis, and accelerating the budgeting process offers valuable lessons. Follow Andrew:LinkedIn - https://www.linkedin.com/in/andrewhull4/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:59] - Meet Andrew Hull[02:50] - Redefining Great FP&A[06:46] - Career Highlights in CPG[10:35] - Leading Finance at UNFI Canada[18:55] - Managing Inflation with Analytics[22:24] - The Art of Storytelling in...

#84: Have you been told to wait 3–5 days between introducing new foods to your baby? In this episode, I'm joined by Dr. Carina Venter, PhD, RD—one of the world's leading experts in pediatric food allergy prevention—to explain why this advice is outdated and unsupported by research. We break down when allergic reactions actually occur, why introducing one or more new foods per day is safe, and how unnecessary delays can limit diet diversity during a critical window for learning to eat. If you're confused by conflicting advice from healthcare providers, this conversation will help you move forward with confidence. Listen to this episode to learn: 1.  Why the 3–5 day waiting rule for new foods is outdated and what the research actually shows about allergic reactions. 2.  What safe and effective new-food introduction looks like, including how often your baby can try new foods without increasing risk. 3. Who is driving modern, evidence-based guidance on food allergy prevention and how that research applies to starting solid foods at home Shownotes for this episode can be found here: ⁠https://www.babyledweaning.co/podcst/84 Links from This Episode:] • View Dr. Venter's allergy-related research publications here: https://profiles.ucdenver.edu/display/14733584 • Dietitians earn your FARE Certificate of Training in Pediatric Food Allergy in this 9-month (32 CPE) course Carina co-teaches for FARE • Check out the pediatric allergy product Carina Helped develop, Grow Happy here: https://letsgrowhappy.com/ and the code BABYLEDWEANING15 works for a discount here (this is not an affiliate code) • Baby-Led Weaning with Katie Ferraro program with the 100 First Foods™ Daily Meal Plan, join here: ⁠https://babyledweaning.co/program⁠  and get $50 off when you sign up using the code BLWPOD50  • Baby-Led Weaning for Beginners free online workshop with 100 First Foods™ list to all attendees, register here: ⁠https://babyledweaning.co/baby-led-weaning-for-beginners Other episodes related to this topic: • Episode 124 - Using an Egg Ladder for Babies with Egg Allergy with Carina Venter, PhD, RD • Episode 274 - Baby Has Skin Reactions to Milk, Egg and Peanut: What Should I Do Next? with Carina Venter, PhD, RDN ⁠ • Episode 368 - Using a Milk Ladder for Babies with Dairy Allergy with Carina Venter, PhD, RD

This is a bonus episode from a recent webinar Annie and Roger did. Prepare for Tax Season 2026 and the changes brought by the One Big Beautiful Bill Act. Join Federal Tax Updates co-hosts Roger Harris and Annie Schwab for a focused look at the most impactful provisions and what they mean for your clients. They break down the latest IRS updates, highlight the questions firms are already hearing, and share practical advice to help your firm prepare for the year ahead.Roger Harris, EA - https://www.linkedin.com/in/rogerharrispbs/Annie Schwab, CPA - https://www.linkedin.com/in/annie-schwab-852418261/Learn more about Padgett: https://www.padgettadvisors.com/

As cannabis becomes more widely available and socially accepted, so does the misconception that it's safe to use during pregnancy and lactation. This course reviews updated guidance from the American College of Obstetricians and Gynecologists (ACOG), highlighting the evidence behind the risks and outlining how pharmacists can address misinformation and counsel patients effectively. You will learn how to support safe, informed decision-making that promotes the health of both parent and child.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKevin Shea, PharmDPharmacist Vytal Options  Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current ACOG recommendations regarding cannabis use during pregnancy and lactation.2. Describe pharmacist strategies for screening, counseling, and reducing risks associated with cannabis use during the perinatal period.Rachel Maynard and Kevin Shea have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-25-377-H01-PInitial release date: 12/29/2025Expiration date: 12/29/2026Additional CPE details can be found here.

As cannabis becomes more widely available and socially accepted, so does the misconception that it's safe to use during pregnancy and lactation. This course reviews updated guidance from the American College of Obstetricians and Gynecologists (ACOG), highlighting the evidence behind the risks and outlining how pharmacists can address misinformation and counsel patients effectively. You will learn how to support safe, informed decision-making that promotes the health of both parent and child.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKevin Shea, PharmDPharmacist Vytal Options PRACTICE RESOURCEPurchase this course to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase this episode and claim your CPE credit, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current ACOG recommendations regarding cannabis use during pregnancy and lactation.2. Describe pharmacist strategies for screening, counseling, and reducing risks associated with cannabis use during the perinatal period.Rachel Maynard and Kevin Shea have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-25-377-H01-PInitial release date: 12/29/2025Expiration date: 12/29/2026Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia's QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia's Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia's Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode, Paul Barnhurst looks into practical frameworks and leadership strategies for finance professionals with guest Brett Hampson. Brett discusses what he believes constitutes great FP&A and how grassroots finance transformations, rather than top-down technology implementations, can foster a proactive, value-creating FP&A culture. Brett Hampson has spent over a decade in corporate FP&A, working with some of the world's largest companies. He is the author of The FP&A Operating System, a book that outlines his approach to establishing a high-functioning FP&A department. Brett is also the founder of Forecasting Performance, a platform that promotes best practices in financial analysis and forecasting.Expect to LearnWhat grassroots finance transformation entails and why it's preferable to technology-centric approaches.How to implement Brett's FP&A Operating System and FP&A Flywheel framework to drive efficiency and value.The importance of setting a clear vision and objectives for FP&A teams to move from reactive to proactive operations.How to leverage attribution analysis and storytelling to enhance FP&A's influence on business decisions.Here are a few relevant quotes from the episode:“Grassroots finance transformation happens when each person on the team has their own vision and works towards solving specific challenges.” - Brett Hampson“Technology alone doesn't solve problems. It might fix one, but often creates new ones if cultural issues aren't addressed first.” - Brett HampsonWith insights into creating effective FP&A systems and teams, Brett Hampson provides a refreshing perspective on FP&A transformation. He highlights the importance of people, process, and then technology, in that order, as the foundation for a high-performing FP&A team.Follow Brett:Website - https://bretthampson.gumroad.com/l/proactiveLinkedIn - https://www.linkedin.com/in/brett-hampson/Newsletter - https://blog.forecastingperformance.com/subscribeFollow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[02:12] - Brett's Background and Introduction[05:17] - The Creation of The FP&A Operating System[08:04] - Developing a Proactive FP&A...

Recent preclinical studies highlight the potential of micro‑dosed lithium to modulate Alzheimer's disease pathology and support neuronal health. This episode examines the molecular mechanisms, current evidence in Alzheimer's models, and emerging considerations for safe use and monitoring. You will gain insights to navigate this evolving topic and support informed discussions around lithium micro‑dosing in Alzheimer's care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDawn Gerber, PharmD, BCGP, FASCP, FAzPA, CPAFHProfessor of Pharmacy PracticeMidwestern University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe current evidence on the use of microdose lithium in Alzheimer's disease.2. Identify pharmacist considerations for monitoring, patient selection, and safety in the context of lithium micro-dosing for Alzheimer's.Rachel Maynard and Dawn Gerber have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-25-375-H01-PInitial release date: 12/22/2025Expiration date: 12/22/2026Additional CPE details can be found here.

Recent preclinical studies highlight the potential of micro‑dosed lithium to modulate Alzheimer's disease pathology and support neuronal health. This episode examines the molecular mechanisms, current evidence in Alzheimer's models, and emerging considerations for safe use and monitoring. You will gain insights to navigate this evolving topic and support informed discussions around lithium micro‑dosing in Alzheimer's care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDawn Gerber, PharmD, BCGP, FASCP, FAzPA, CPAFHProfessor of Pharmacy PracticeMidwestern UniversityPRACTICE RESOURCEPurchase this course to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast.CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase this episode and claim your CPE credit, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe current evidence on the use of microdose lithium in Alzheimer's disease.2. Identify pharmacist considerations for monitoring, patient selection, and safety in the context of lithium micro-dosing for Alzheimer's.Rachel Maynard and Dawn Gerber have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-25-375-H01-PInitial release date: 12/22/2025Expiration date: 12/22/2026Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst welcomes back Jordan Goldmeier, Excel expert, author, and longtime friend of the show, for a wide-ranging and honest conversation about careers, technology, and growth. Jordan reflects on his unconventional career path, from auditing and operations research to becoming a Microsoft MVP, author, and entrepreneur. The discussion covers Excel's evolution, why many finance professionals underuse powerful tools, and Jordan's latest projects aimed at modernizing how power users work with spreadsheets.Jordan is an entrepreneur, event producer, author, and Microsoft Excel MVP based in the Lisbon Metropolitan Area. He is widely known for his work helping professionals master Excel, data analysis, and modern spreadsheet practices. Jordan has authored several well-known books, including Advanced Excel Essentials, Dashboards for Excel, and Becoming a Data Head. In addition to his work in Excel education, he produces global events that bring together leaders across finance, technology, and entrepreneurship.Expect to Learn:How Jordan's career twists shaped his approach to Excel, data, and problem-solvingWhy most professionals only scratch the surface of Excel's capabilitiesJordan's perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn't dead, but the way we develop in it needs to change.” – Jordan Goldmeier“You don't become great by learning everything. You become great by going deep where it matters.” – Jordan GoldmeierJordan also shares the story behind his latest project: a developer-style environment designed to help Excel power users work faster, cleaner, and more confidently, without relying on outdated tools like VBA. He explains why Excel should be treated as part of a broader finance tech stack and how modern coding concepts could dramatically improve spreadsheet workflows. Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow JordanLinkedIn - https://www.linkedin.com/in/jordangoldmeier/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:15] – Jordan's Career Journey[08:30] – Setbacks, Resets, and Growth[15:00] – Writing Books on Excel[25:59] – How Excel Is Really Used[29:12] – Why VBA Is Outdated[33:54] – Building Better Tools for Excel[42:25] – Advice for FP&A Professionals[47:16] – Creating Your Own Network[52:12] – Rapid-Fire & Final Thoughts

You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.(Originally recorded on October 20, 2025, on Earmark Webinars+)Chapters(02:18) - Meet Kyle Ashcraft and His AI Journey (02:31) - The Importance of AI in Accounting (03:30) - Kyle's Background and CPA Review (04:38) - Live Webinar and Audience Interaction (05:12) - Kyle's AI Projects and Cursor Introduction (07:39) - Data Privacy Concerns with AI (17:18) - Practical AI in Excel: Examples and Demonstration (20:03) - Getting Started with Cursor (23:55) - First Cursor Project: Cleaning Up Excel Data (31:38) - Jumping into Financial Document Verification (32:50) - Exploring Cursor's Privacy Settings (33:48) - Understanding Data Retention Policies (36:23) - Comparing Excel Files with Cursor (36:48) - Analyzing Complex GL Details (42:22) - Using Cursor for Recurring Accounting Tasks (49:20) - Leveraging AI for Audit and Analysis (50:53) - Practical Tips for Implementing Cursor (53:56) - Q&A: Advanced Cursor Features (59:04) - Conclusion and Next Steps Earn CPE for this episode: https://www.earmark.app/c/2854Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appResourcesIntro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdfWebinar presentation - https://ai.maxwellstudy.com/Connect with Our Guest, Kyle Ashcraft, CPALinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42aLearn more about Maxwell CPA Reviewhttps://maxwellcpareview.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Andres Costa and Emily Goodman have acquired four accounting practices since 2021, expanding from a single location to five offices with a team of ten. They break down their acquisition strategy, from finding deals and structuring payment terms to handling employee transitions and raising client fees. Roger and Annie dig into the hard realities of practice valuations, including why a $350,000 firm might only be worth $200,000 and what sellers need to fix before they can command top dollarSponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Greetings (00:52) - Meet the Special Guests: Andre and Emily (01:55) - The Importance of Acquiring Firms (02:46) - Starting the Acquisition Journey (07:11) - First Acquisition Experiences (13:16) - Evaluating Potential Firms (26:20) - Maintaining and Scaling Operations (33:22) - Structuring Acquisition Deals (33:59) - Client Retention Strategies (35:18) - Evaluating Firm Value (37:03) - Challenges with Small Firms (40:15) - Owner Financing Benefits (48:17) - Raising Client Fees (51:02) - Transitioning Clients and Employees (59:32) - Final Advice for Buyers and Sellers Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Patients with fibromyalgia have waited more than a decade for a new therapeutic option, and a recent regulatory approval signals a shift for these patients. This episode reviews the clinical trial data, mechanism of action, dosing considerations, and pharmacist‑relevant monitoring for the newly approved sublingual formulation of cyclobenzaprine HCl. You will gain practical insights to inform patient education, therapy optimization, and interdisciplinary collaboration in fibromyalgia care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTAmanda (Mandy) Mullins, PharmD, BCPSClinical Pharmacist PractitionerVeterans AffairsPharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe the mechanism of action and key clinical trial outcomes associated with the newly approved prescription medication for fibromyalgia.2. Identify pharmacist responsibilities for dosing, monitoring adverse effects, and patient counseling when supporting the use of this new fibromyalgia therapy.Rachel Maynard and Amanda (Mandy) Mullins have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-25-371-H01-PInitial release date: 12/15/2025Expiration date: 12/15/2026Additional CPE details can be found here.

In this episode, Harpreet Pall, MD, MBA, CPE, Chief Medical Officer at Hackensack Meridian Jersey Shore University Medical Center and K. Hovnanian Children's Hospital, shares strategies for reducing clinical variation, improving transitions of care, leveraging data for frontline teams, and building a culture of trust while offering guidance for emerging healthcare leaders.

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia's upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today's business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance.Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance.Expect to Learn:How clarity, influence, and foresight define great FP&A workThe importance of empathy and communication in leadership rolesReal-world lessons from career failures and how to bounce backBest practices for budgeting and data governanceHow to make sure your financial forecasting is both transparent and trustworthyHere are a few quotes from the episode:“FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder“The way you say things can matter just as much as what you say in FP&A.” – Rosemary LindenGlenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A!Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rosemary Linden:LinkedIn - https://www.linkedin.com/in/rosemarylinden/Company - https://www.linkedin.com/company/momentumcfo/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] – What makes great FP&A[07:00] – Glenn's career failure and lesson[11:06] – Rosemary on empathy and tone in FP&A[19:09] – Managing failure[26:00] – Unusual FP&A requests[38:40] – Streamlining budgeting and setting targets[45:30] – Importance of data governance[49:40] – FP&A's role in raising capital[54:35] – Final thoughts on FP&A's impact

On this episode of the Woodard Report podcast, Joe speaks with Blake Oliver about his new book, Building a Sustainable Accounting Firm, and the shift from transactional, hourly-based accounting to outcome-driven, productized services. Blake explains how firms can escape the "transactional treadmill" by redesigning pricing, redistributing workload to reduce seasonality, and adopting recurring, standardized service packages that elevate client experience. About Blake Oliver Among many other things, Blake founded Earmark so listeners can earn continuing professional education credits for listening to his shows and many more accounting and tax podcasts. The goal of the Earmark app is to make it easy and fun for fellow CPAs to learn and earn CPE every week. Because if you learn every week, it's easy to get the hours you need without stress. And we could all use a little less stress in our lives. Connect with Blake on LinkedIn Learn more about the Earmark app Learn more about Blake's new book Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools      LINKSIntuit's Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia's upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding