Podcasts about cpe

Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harvard-trained intern with amnesia than a tax professional replacement, sharing practical applications from document organization to quality control that can work in firms today. The conversation explores which AI tools are worth trying, why voice mode changes everything, and why tax professionals who start experimenting now are still early adopters, not late to the party.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.Chapters(00:00) - Welcome to Federal Tax Updates (01:19) - Guest Introduction: Blake Oliver (03:27) - Diving into AI: Initial Thoughts and Comparisons (07:58) - Understanding AI and Its Limitations (15:47) - Effective Use of AI in Accounting (21:41) - Choosing the Right AI Tools (24:49) - Security and Cost Considerations (30:46) - Best Practices and Pitfalls in AI Usage (33:17) - AI Struggles with Tax Complexity (34:34) - Human Verification in Tax Analysis (35:01) - AI's Limitations and Cost (36:29) - Misconceptions About AI in Tax (40:25) - AI's Role in Administrative Tasks (41:47) - AI in Quality Control and Research (43:26) - AI in Radiology and Tax (50:10) - Future of AI in Transportation (53:05) - AI in Manufacturing and Economy (56:17) - Adapting to AI in the Accounting Industry (57:21) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with Blake Oliver https://www.linkedin.com/in/blaketoliverConnect 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.

As questions continue to surface about the potential link between prenatal acetaminophen use and autism spectrum disorder, pharmacists must be prepared to address patient concerns with confidence and clarity. This episode explores the current body of evidence, public health messaging, and practical strategies for counseling during pregnancy. Tune in to strengthen your knowledge and support safe, evidence-informed guidance for your patients.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTJohn Swegle, PharmDClinical Associate ProfessorUniversity of Iowa College of PharmacyJoshua Davis Kinsey and John Swegle have no relevant financial relationships with ineligible companies to disclose.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 current evidence regarding the association between prenatal acetaminophen exposure and autism spectrum disorder.2. Identify patient counseling considerations for the safe use of acetaminophen during pregnancy.0.05 CEU/0.5 HrUAN: 0107-0000-25-310-H01-PInitial release date: 10/13/2025Expiration date: 10/13/2026Additional CPE details can be found here.

Live from Austin on the Advisory Amplified tour, Blake sits down with Madeline Reeves of Fearless Foundry and Wesley McDonald of Relay to explore what it truly means to be a renegade in accounting: firms that lead clients to somewhere new rather than settle for "the way things have always been done." The conversation explores why top firms aren't afraid to say no to the wrong clients, how transparency in compensation and career pathways can address the talent crisis, and the hard-won lessons learned about building cultures of collaboration over competition.Chapters(00:37) - Defining a Renegade Firm (02:18) - Innovative Client Experiences (03:56) - Modern Banking and Accounting (08:03) - Aligning Business Values (10:47) - Renegade Firm Values (12:55) - Innovative Leadership and Career Paths (26:57) - Mistakes and Lessons Learned (32:57) - Conclusion and Final Thoughts 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 Guests:Madeline ReevesLinkedIn: https://www.linkedin.com/in/madelinefearless/Learn more about Fearless FoundryOfficial website: http://www.fearlessfoundry.comWesley McDonaldLinkedIn: https://www.linkedin.com/in/wmcdonald48/?originalSubdomain=ca Learn more about RelayOfficial website: https://relayfi.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assembly(00:00) - Introduction: How Do You Know All This? (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks (04:07) - Teaching and Technology: The Early Years (06:25) - Transition to QuickBooks: The Turning Point (11:29) - Building Expertise: From Troubleshooting to Training (13:35) - The Rise of Royal Wise: Adapting to COVID (25:45) - Staying Updated: Communities and Resources (31:14) - Conclusion: Sharing Knowledge and Upcoming Events Alicia's Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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 

Note: Please note that all opinions and thoughts shared during this episode represent those of our guest, who joined in his own personal capacity and he is not representing any of the companies he works for.In this episode of FP&A Unlocked, host Paul Barnhurst welcomes Todd Niemann, Treasurer at Varo Bank, who shares his unique path through finance, treasury, and FP&A across multiple startup banks. Todd discusses how he helped launch and scale three new banking institutions, how FP&A supports better decision-making in banking, and why he believes Python is transforming financial analysis.Todd Niemann is the Treasurer at Varo Bank, where he oversees treasury and FP&A functions. A CFA charterholder with an MBA from Brigham Young University and a BA from Utah State University, Todd has helped build treasury and FP&A teams for three startup banks. His background spans banking, investing, and corporate finance, making him an authority on financial analytics and modeling in regulated industries.Expect to Learn:How to build and scale FP&A and treasury functions at startup banksWhy speed and accuracy are essential hallmarks of effective FP&AHow to forecast effectively when historical data doesn't existThe benefits of learning Python for finance automation and analyticsHere are a few quotes from the episode:“The best FP&A teams don't wait for perfect data; they create frameworks that help the business move forward anyway.” - Todd Niemann“In finance, speed matters. The faster you can analyze accurately, the more valuable you are.” - Todd NiemannTodd Niemann brings clarity to how FP&A drives smarter banking decisions through data, speed, and precision. His journey shows the power of combining technical skill with curiosity and innovation. This episode proves that the future of finance belongs to those who build, automate, and never stop learning.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for 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 Todd:LinkedIn - https://www.linkedin.com/in/toddniemann/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[02:58] - What Makes Great FP&A?[05:27] - Building FP&A at New Banks[10:37] - Banking and Regulation[15:08] - Challenges of FP&A in Early-Stage Banks[23:08] - Learning and Applying Python in Finance[31:51] - Predicting Deposits with Big Data[38:21] - Recommended Reading for Finance Pros[40:19] - Top Technical and Soft Skills for FP&A[42:48] - What Todd Would Change About FP&A[47:00] - Wrapping Up the Conversation

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Chapters(01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto (01:31) - Big News: Carbon's Acquisition of ER (02:41) - Defining Workflow Revolution in Small Firms (04:35) - Kenji's Journey: From Big Four to Acuity (07:03) - Challenges in Building Advisory Workflows (08:59) - Empowering Teams Through Workflow (17:46) - The Importance of Time Studies (19:14) - Kenji's Hands-On Approach to Workflow (25:16) - The Role of Workflow in Mergers and Acquisitions (28:08) - AI and the Future of Workflow in Accounting (30:39) - Conclusion and Final Thoughts 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 Guests:Mary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato discusses the impact of the recent and ongoing federal government shutdown on IRS operations and tax practitioners with Melanie Lauridsen, VP of Tax Policy & Advocacy at the AICPA. The conversation covers the history and mechanics of government shutdowns, what we know about IRS contingency plans and the practical effects on taxpayers and professionals. Listeners can also gain timely insights into recent developments such as the transition away from paper refund checks and implementation of guidance and updates to forms related to the new tax legislation. What you'll learn from this episode:  Government shutdown impacts on IRS operations Important information from the IRS on electronic refunds and payments Updates on guidance received from Treasury and the IRS on H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) implementation Concerns about IRS service levels in a government shutdown  AICPA resources ·       Navigating the government shutdown ·       Client letter and FAQ for a government shutdown during tax season ·       Planning after tax changes IRS resources ·       FY2026 IRS Lapse in Appropriations Contingency Plan   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.

A scrappy Flemish speech recognition company tries to put its hometown on the global tech map.SponsorsRoutable - http://ohmyfraud.promo/routableBluebook - https://getbluebook.com/(00:00) - A Pie to the Face (01:00) - Welcome to Oh My Fraud (06:00) - Welcome to Flanders, Belgium (07:30) - Meet the Founders: Jo Lernout and Pol Hauspie (09:30) - The Dream of Voice Recognition (15:12) - Going Public in a Crowded Market (17:42) - Creating the Flanders Language Valley (21:42) - Gaston Bastiaens and His Wine Cellar Wager (26:23) - Microsoft's $45 Million Investment (29:23) - The Philosophy of Pie Throwing (30:53) - Explosive Growth and Suspicious Numbers (32:53) - Dragon Systems and Dictaphone Acquisitions (35:23) - The Korean Revenue Mystery (38:23) - Wall Street Journal Starts Digging (42:17) - "I Lied About Everything" (43:47) - The Resignation and Bankruptcy (47:47) - The SEC Reveals the Fraud (49:47) - Criminal Convictions and Symbolic Justice (50:47) - Lessons Learned: Fake It Till You Make It (52:17) - What Happened to the Technology (53:47) - Closing Thoughts HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:How Hype Hurt Lernout & Hauspie [Bloomberg via Wayback Machine]How High-Tech Dream Shattered In Scandal at Lernout & Hauspie [WSJ]Lernout & Hauspie Speech Products: Financing From Start-up through IPO [INSEAD, Herwig Langohr,  Benoit Leleux,  Danny Lein, July 2000, accessed on Sept. 16, 2025]Lernout & Hauspie Speech Products: The Question [INSEAD, Arnoud De Meyer,  Bart Pycke, January 1998, accessed on Sept. 16, 2025]Quarterdeck Office Systems [Wikipedia]Patent Is Won By Quarterdeck [NYT]Internet Hype Gives New Life to Quarterdeck Stock [LAT]Gaston Bastiaens [Apple.Fandom]Today in Apple history: Apple exec bets his wine cellar on Newton [CultofMac]Will Microsoft's Stake in Lernout & Hauspie Drive Growth in Speech? [Speech Technology Magazine]In Brussels, Gates Takes a Pie in the Face [Reuters via Wayback Machine]Bill Gates Being Hit in the Face With a Pie (1998) [YouTube]Noël Godin [Wikipedia]He Plasters Paris' Elite With Cream Pies [LAT]Bernard-Henri Levy Pied again in Belgium [YouTube]FM Interviews: Noël Godin [First Monday]Lernout & Hauspie Shares Drop Amid Puzzling Revenue Results [WSJ]Lernout & Hauspie Surges In Korea, Raising Questions [WSJ]Lernout's Bastiaens Will Step Down From CEO Post at Software Concern [WSJ]Lernout to Refile Financial Reports; Co-Founders Resign as Chairmen [WSJ]Lernout Files for Bankruptcy Protection, Says Cash at South Korean Unit Is Missing [WSJ]The Talk of Flanders Has Most Speechless [AP]Lernout & Hauspie Speech Products, N.V., Litigation Release No. 17782, Accounting and Auditing Enforcement Release No. 1648, October 10, 2002 [Securities and Exchange Commission]Lernout & Hauspie Speech Products, N.V., Litigation Release No. 18014, March 4, 2003 [Securities and Exchange Commission]Lernout & Hauspie Founders Guilty in Fraud [WSJ]Goldman Sachs and the $580 Million Black Hole [NYT]

Allergic reactions can range from a bothersome nuisance to a life-threatening emergency, making it crucial for pharmacists to stay informed about current treatment options and best practices. This episode discusses common triggers, effective therapies—from antihistamines and injections to the newly approved epinephrine nasal spray—and key counseling strategies to ensure patients receive safe, prompt relief. Tune in to improve your preparedness and support confident, patient-centered care. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactRachel Maynard, PharmDLead EditorPyrlsJoshua Davis Kinsey and Rachel Maynard have no relevant financial relationships to disclose. 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 common triggers and clinical features associated with allergic reactions.2. Describe available treatment options for allergic reactions, including newly approved therapies and their appropriate use.0.05 CEU/0.5 HrUAN: 0107-0000-25-300-H01-PInitial release date: 10/6/2025Expiration date: 10/6/2026Additional CPE details can be found here.

Thankfully, mental health is no longer a quiet whisper. Taking care of your mental health is equally (if not more) important than your physical health. And thankfully we have a bunch of resources in the area for just that. Today we are speaking with Dr. Teresa Shank, the Director of Psychological Services at CPE Clinic in Annapolis and Lutherville. Dr. Shank specializes in treating anxiety disorders, pediatric and adult obsessive-compulsive disorder (OCD), and body focused repetitive disorders (BFRBs) such as skin picking and hair pulling. We discussed many of the concerns she sees in today's youth and discussed ways to help them. CPE Clinic is uniquely situated due to their wide range of services, from coaching to counseling, to evaluations, to psychiatry, with specialists on staff for most disciplines. They are truly a practice where solutions are offered under one roof! And did you know that Octoebr 12-18 is International OCD Awareness Week? Have a listen. PS: Wondering what CPE stands for? I did, so I asked! LINKS: CPE Clinic (Website)

Most accounting firms are dramatically underpricing their services, but the fear of losing clients keeps them stuck. Marie Greene and Ryan Embry join Blake for a live conversation in LA about spotting underpricing, having the repricing conversation, and why your worst clients are often the most price-insensitive. Plus, a live role-play demonstration of how to navigate a difficult pricing conversation.ChaptersSign 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 Guests:Ryan EmbreeLinkedIn: https://www.linkedin.com/in/ryan-embree-9463b286/Learn more about Ignitionhttp://ignitionapp.comMarie Greene, CPALinkedIn: https://www.linkedin.com/in/mariegreene/Learn more about Connected Accountinghttp://connectedaccounting.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Alex Fabry, the founder of KFA, an advisory firm focused on scaling businesses.. Alex takes us through his journey from FP&A to private equity, sharing his valuable experiences working at firms like Saber, BCG, and Charles Bank Capital Partners. Their conversation explores how FP&A can serve as a stepping stone to leadership and investment roles, and the key skills that helped Alex succeed in both corporate finance and private equity.Alex Fabry is the founder and managing partner of KFA, a private investment and advisory firm focused on growing and scaling businesses in Saint Louis. Before founding KFA, Alex started his career in FP&A roles at Saber, where he supported multi-billion dollar business units, managed complex budgets, and played a pivotal role in the $1.2 billion sale of Active Network to Global Payments. Alex also has experience as a Vice President at Charles Bank Capital Partners. He holds an MBA from the Kellogg School of Management at Northwestern University.Expect to Learn:How FP&A provides a solid foundation for leadership and private equity operator roles.The significance of automation in improving FP&A efficiency and enabling more strategic analysis.Why private equity and FP&A require different skill sets but can work in tandem to drive business growth.Key skills FP&A professionals need to transition into private equity.The value of relationships and trust in both FP&A and private equity environments.Here are a few quotes from the episode:“The real value of FP&A is in helping businesses make decisions, not just report numbers.” - Alex Fabry“Being a business partner looks different depending on the business—it's about them, not you." - Alex FabryAlex shared thoughtful and practical insights into the evolving role of FP&A in driving business success and the transition to private equity. He highlighted the importance of automation and strategic analysis in improving financial operations, the value of building strong business relationships, and how FP&A professionals can leverage their skills to thrive in the private equity space. Alex's journey serves as a valuable playbook for those looking to navigate the complexities of both FP&A and private equity, emphasizing the need for adaptability, operational efficiency, and a keen understanding of the bigger business picture.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for 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 Alex:LinkedIn - https://www.linkedin.com/in/alex-fabry/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[02:27] - Alex's Background[03:50] - What Makes Great FP&A?[14:03] - The Three Key Questions in Finance[18:38] - Private Equity...

Blake and David examine the growing threat of AI-generated fake receipts, with 32% of accountants unable to recognize fraudulent documents and 30% reporting an increase in fraud since last year. They also discuss the concerning decline in entry-level auditor positions (down 43% since January) as firms adopt AI automation, while nearly half of accounts payable professionals now fear layoffs and also explore the concept of "work slop"—low-quality AI-generated work costing businesses nearly $200 per employee monthly—and debate whether firms should require clients to use standardized technology stacks, with only 37% currently doing so. SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBill.com - http://accountingpodcast.promo/bill.comBluebook - http://accountingpodcast.promo/bluebookChapters(01:43) - Headline Story: Tech Stack Adoption in Accounting Firms (03:05) - Survey Insights: Tech Stack Usage in Firms (07:15) - AI's Impact on Entry-Level Jobs (13:55) - The Rise of 'Work Slop' and Its Costs (20:44) - AI and Automation in Accounting (25:08) - Human-in-the-Loop Automation with Zapier (28:22) - AI in Tax Research and IT Blockers (30:51) - Competitive Moats and Custom Bots (32:26) - Exciting Changes in CPE Standards (34:59) - Drake Software's Cloud-Based Tax Solution (43:06) - State Department Embezzlement Scandal (44:59) - Trump's Tariff Announcements (50:28) - H-1B Visa Fee Increase (56:20) - Conclusion and CPE Information  Show Notes32% of accountants can't recognize AI-generated fake receipts https://www.accountingtoday.com/news/32-admit-they-cannot-recognize-ai-generated-fake-receiptsEntry-level auditor job postings fell 43%, per Randstad https://www.accountingtoday.com/news/entry-level-auditor-job-postings-fell-43-per-randstadAI-Generated "Workslop" Is Destroying Productivity https://hbr.org/2025/09/ai-generated-workslop-is-destroying-productivity97% say CPA firms not using tech efficiently says survey https://www.accountingtoday.com/news/97-say-cpa-firms-not-using-tech-efficiently-says-surveyCPA.com & BILL Growth Survey: How Firms Plan to Stay Ahead https://www.bill.com/blog/cpa-and-bill-growth-technology-surveyAP Pros Face Growing Layoff Concerns and See Automation as a Career Lifeline https://www.cpapracticeadvisor.com/2025/09/11/ap-pros-face-growing-layoff-concerns-and-see-automation-as-a-career-lifeline-2/168818/Get more control over your workflows with Human in the Loop! https://help.zapier.com/hc/en-us/articles/38838619533069-Get-more-control-over-your-workflows-with-Human-in-the-Loop54% use AI in tax research, but search engines remain prominent https://www.accountingtoday.com/news/54-use-ai-in-tax-research-but-search-engines-remain-prominentDrake Software Introduces Drake Tax Online https://www.cpapracticeadvisor.com/2025/09/24/drake-software-introduces-drake-tax-online/169572/Drake Software Launches Drake Tax Online: Powerful, Flexible Tax Software in the Cloud https://www.prnewswire.com/news-releases/drake-software-launches-drake-tax-online-powerful-flexible-tax-software-in-the-cloud-302566087.htmlNASBA, AICPA release proposed revisions to CPE standards https://www.journalofaccountancy.com/news/2025/sep/nasba-aicpa-release-proposed-revisions-to-cpe-standardsNASBA, AICPA Release Exposure Draft of Proposed Revisions to CPE Standardshttps://nasba.org/blog/2025/09/15/revisions-to-cpe-standards-2025/ H-1B FAQhttps://www.uscis.gov/newsroom/alerts/h-1b-faq Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:

SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assemblyAFWA - https://uqb.promo/afwaConverting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.LINKSAlicia's book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsRightTool.app - mention ROYALWISE for 20% off the Pro versionAttachment Conversion: https://snip.ly/UQAPAttach Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversionhttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 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  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:58) - Understanding Migration vs. Conversion (02:35) - Challenges in Migrating Payroll (05:50) - The Importance of Admin Roles (17:41) - Migrating Attachments (23:04) - Practical Tips for Migration (30:26) - Upcoming Events and Conferences

Recorded live in Seattle at the first stop of the Advisory Amplified tour, Blake sits down with Madeline Reeves (Fearless Foundry) and Lynette O'Connell (Burnout Bestie) to discuss the hard truths about burnout in accounting. Madeline shares how losing half her agency's revenue in 30 days forced her to stop trying to be likable and start building the business she actually wanted, while Lynette explains why nobody was coming to save her after scheduling overnight work shifts to keep up. They break down the three categories of burnout symptoms most accountants miss, why this profession attracts people whose love language is acts of service, and how to stop being the glue holding everything together.Chapters(00:55) - Meet the Guests: Madeleine Reeves and Lynette Oss Connell (01:27) - Madeline's Burnout Story (04:36) - Lynette's Burnout Journey (17:24) - Recognizing Burnout Symptoms (20:00) - Strategies to Combat Burnout (24:04) - Building a Supportive Community (30:37) - Conclusion and Final Thoughts 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 Guests: Madeline ReevesLinkedIn:https://www.linkedin.com/in/madelinefearless/Learn more about Fearless FoundryOfficial website: http://www.fearlessfoundry.comLynette Oss ConnellLinkedIn: https://www.linkedin.com/in/lynnette-oss-connell-cpa/Learn more about Burnout Bestie Official website: https://www.burnoutbestie.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Find out about the new standard from the Financial Accounting Standards Board that updates the guidance on accounting for internal-use software costs. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB Issues Standard That Makes Targeted Improvements to Internal-Use Software GuidanceAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome to Federal Tax Updates (01:10) - Overview of Today's Podcast (01:27) - Insights from IRS Forums (02:43) - Key Challenges in the Industry (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:38) - Introducing Jeff Phillips on Hiring (08:53) - Remote Work and Hiring (28:41) - Introduction and Struggles with Pricing (29:10) - Linking Pricing to Hiring Challenges (30:08) - Consequences of Poor Pricing (31:55) - Implementing a Pricing System (33:35) - Client Reactions to Price Increases (36:16) - Timing and Strategy for Raising Fees (46:31) - Marketing and Growth Strategies (48:07) - Importance of Online Presence (50:52) - Leveraging Reviews and Referrals (01:01:33) - Concluding Thoughts and Future Plans Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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 the 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.

With numerous new medications launching each year, pharmacists play a vital role in translating complex drug information into practical, patient-centered care. This episode offers a brief overview of select FDA-approved drugs from the past year, highlighting their therapeutic importance, key considerations, and clinical uses. Whether counseling patients or working with healthcare providers, pharmacists need to stay informed about what's new—and understand its impact on practice.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTJoe Strain, PharmDProfessor of Pharmacy PracticeSouth Dakota State University/Monument Health Rapid City HospitalJoshua Davis Kinsey and Joe Strain have no relevant financial relationships to disclose. 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. List unique pharmacological properties for select newly approved medications.2. Recognize important safety considerations, including adverse effects, interactions, and monitoring parameters, for each featured drug.0.05 CEU/0.5 HrUAN: 0107-0000-25-295-H01-PInitial release date: 9/29/2025Expiration date: 9/29/2026Additional CPE details can be found here.

Can an AI‑native general ledger really automate the monthly close without losing control? Blake talks with Digits CEO Jeff Seibert about an “autonomous GL” built on a vector graph model, AI agents that research unknown transactions and auto‑reconcile to pixel‑matched statements, and human‑in‑the‑loop safeguards. Learn where Digits fits best today, how to pilot it with clients, price AI‑powered CAS, and keep trust with audit trails, object‑level permissions, and deterministic reporting.Chapters(01:20) - Understanding Autonomous General Ledgers (02:13) - Technical Architecture of Digits (05:29) - Real-World Application of Digits (10:10) - Advanced Features and Accuracy (16:09) - Automated Reconciliation (19:11) - Innovative Reporting Capabilities (24:19) - AI Agents in Accounting (28:40) - Automating Collections and Approvals (29:59) - Customizing Agent Instructions (30:46) - Balancing Simplicity and Complexity in Product Design (46:42) - Impact of AI on Accounting Roles (48:26) - Learning and Adapting to AI in Accounting (52:45) - Conclusion and Next Steps 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 Guest, Jeff SeibertWebsite: https://jeffseibert.com/LinkedIn: https://www.linkedin.com/in/jseibert/Learn more about DigitsWebsite: https://digits.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Discover expert insights on kidney stone prevention and management in this podcast episode featuring a physician, dietitian, pharmacist, and patient. Learn about key kidney stone risk factors and explore how dietary adjustments can reduce stone recurrence. Experts discuss fluid intake strategies, medication considerations, surgical indications, and even unconventional questions about roller coasters' impact on stone passage. Tune in for actionable advice, myth-busting discussions, and interprofessional perspectives.   On today's episode we heard from: Melanie Betz, MS, RD, CSR, FNKF, FAND is a nationally recognized renal dietitian and the Founder & CEO of The Kidney Dietitian. She is a Certified Specialist in Renal Nutrition and a Fellow of both the National Kidney Foundation and the Academy of Nutrition & Dietetics. Melanie has published extensively on kidney stone prevention and nutrition, and has presented at numerous state, national, and international conferences on the topic. Through her clinical work, research, and educational outreach, she is dedicated to helping patients and professionals understand the critical role of diet in kidney health. Mark Garofoli, PharmD, MBA, BCGP, CPE, CTTS is a Clinical Associate Professor at West Virginia University School of Pharmacy and a Clinical Pain & Addiction Pharmacist. With expertise in pain management, substance use disorders, and geriatric care, he brings both clinical and personal perspectives to kidney stone discussions. Mark has shared his experience through the Pain Pod podcast, PAINWeek presentations, and a published article detailing his own kidney stone journey. Mary Raines, CRA is a retired clinical research associate with more than 30 years of experience in medical research. After learning she needed a kidney transplant, she dedicated herself to advocacy and now serves as a Patient Advocate with the National Kidney Foundation and other kidney health organizations. Mary brings both professional expertise and personal experience to her work, amplifying the voices and needs of people living with kidney disease. Andrew Rule, MD, MSc is a Professor of Medicine and Consultant Nephrologist at the Mayo Clinic in Rochester, Minnesota. He divides his time between clinical care, research, and education, with a particular focus on kidney stone disease and its link to chronic kidney disease. Dr. Rule has published extensively on the epidemiology of kidney stones and provides specialized care in the Mayo Clinic's nephrology stone clinic. Bryan Tucker, DO, MS, FASN is an Assistant Professor of Medicine in Nephrology at Baylor College of Medicine, where he serves as a clinician educator teaching medical students, residents, and fellows while caring for patients in both inpatient and outpatient settings. He holds a master's degree in nutrition from Columbia University and completed his nephrology fellowship at Yale. A Fellow of the American Society of Nephrology, Dr. Tucker has authored numerous peer-reviewed publications and book chapters and is an active contributor to The Kidney Commute podcast.   Additional Resources: Kidney Stone Information Earn CME Credit Here Do you have comments, questions, or suggestions? Email us at NKFpodcast@kidney.org. Also, make sure to rate and review us wherever you listen to podcasts.  

SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsAFWA - https://uqb.promo/afwaAlicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.LinksIn the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdfAccounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usAlicia's Newest Trainings:QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/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  (00:00) - Welcome to The Unofficial QuickBooks Accountants Pocast (02:04) - ProAdvisor News and Announcements (11:45) - Bill Payment Release Approvals (16:56) - Check Remittance and Faster Payment Options (25:10) - Personal Updates and Upcoming Classes (27:10) - Conference Trifecta and Closing Remarks

Kim Sutherland has 14 different email addresses. She doesn't suggest you do the same, but she does think a lot about fraud in her job as the Global Head of Fraud & Identity at LexisNexis Risk Solutions. As a follow-up to the last episode, Caleb and Kim discuss the various dimensions and the growing prevalence of reward point / loyalty fraud. SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - Introduction and CPE Opportunity (00:26) - Meet Kimberly Sutherland from LexisNexis (01:43) - Listener Reviews and Feedback (04:07) - Conversation with Kimberly Sutherland Begins (06:06) - Understanding Loyalty Points and Fraud (22:13) - Synthetic Identity Fraud (29:57) - Insider Threats in Loyalty Programs (32:26) - Imagining Fraud to Prevent It (34:39) - Detection and Prevention Strategies (36:20) - Understanding Digital Risk (42:45) - Fraud Databases and Shared Intelligence (45:24) - Responding to Fraud Incidents (53:57) - The Role of Government in Fraud Prevention (59:49) - Future of Fraud and Prevention Technologies (01:02:01) - Ongoing Challenges in Identity Verification (01:03:39) - Conclusion and Credits HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appLearn More About LexisNexishttps://risk.lexisnexis.com/ CONNECT WITH KIMLinkedIn: https://www.linkedin.com/in/ksutherland365 CONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.com

The FDA remains a powerful driver of change in pharmacy practice through its approvals, policies, and public health actions. This episode highlights timely FDA developments and emerging areas of focus that pharmacists need to be aware of—from regulatory shifts to new communication initiatives. Tune in to stay informed on FDA activity that could influence the way you practice and care for patients.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTMary Ross Southworth, PharmDPrincipalS&S Consulting PartnersJoshua Davis Kinsey has no relevant financial relationships to disclose.Mary Ross Southworth is a consultant for Travere, Unicycive, Liquidia, and Mineralys. All relevant financial relationships have been mitigated. 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. Recognize current FDA topics and areas of focus relevant to pharmacy practice.2. Describe how current FDA priorities may impact medication use, pharmacist responsibilities, or patient care.0.05 CEU/0.5 HrUAN: 0107-0000-25-296-H03-PInitial release date: 9/22/2025Expiration date: 9/22/2026Additional CPE details can be found here.

This is a monologue about tourism.It features lots of high level vocabulary and grammar. It also is a great example of how to organize a monologue, or an essay.For classes or transcripts go to https://realexamenglish.com/podcast/Music: Wholesome by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5050-wholesomeLicense: http://creativecommons.org/licenses/by/4.0/Support the show

In this joint Tax Section Odyssey and Journal of Accountancy (JofA) podcast episode, host Neil Amato sits down with tax expert Annette Nellen, Esq., CPA/CGMA, to discuss the latest developments in tax legislation, specifically H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). Annette shares her insights on the new tax provisions, effective dates and the importance of accurate information and research in the tax field. This episode also serves as a preview of the upcoming National Tax Conference in Washington, D.C., where Annette will be speaking on key tax updates for individuals and businesses.  What you'll learn from this episode: ·       What tax provisions from H.R. 1 are permanent vs. temporary ·       Where guidance and technical corrections are needed related to H.R. 1 ·       Learn more about recent IRS rules and significant court cases ·       The importance of accurate information and thorough research in the tax area AICPA resources Register here for the AICPA National Tax Conference – Nov. 17 – 18, Washington, DC Planning after tax changes 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.

SponsorsDigits - https://uqb.promo/digitsBluebook - https://uqb.promo/bluebookMakersHub - https://uqb.promo/makershubAFWA - https://uqb.promo/AFWAQuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.ResourcesJeff Siegel, Siegel Solutions: www.siegelsolutions.comQSP: QuickBooks OnlineYouTube Tips and Tricks: Siegel Solutions - YouTubeNew Quickbooks FREE Webinar Registration: Meeting Registration - ZoomCarrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/Dan DeLong, School of Bookkeeping:https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907RightTool.app - mention ROYALWISE for 20% off the Pro versionReframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:57) - Defining QSP and Its Evolution (02:48) - Benefits and Requirements of the QSP Program (06:05) - Challenges and Changes in the QSP Program (09:42) - QSP's Role in Client Solutions (18:38) - Vendor Partnerships and Commissions (31:29) - Collaborative Community and Support (36:05) - Direct Relationships with Intuit Reps (37:14) - Leveraging QSPs for Complex Migrations (38:00) - Understanding QuickBooks Pricing Programs (39:49) - Benefits of Partnering with CBG (41:19) - Changes in Merchant Services and Preferred Pricing (49:15) - Choosing the Right QSP for Your Needs (57:08) - Exploring Acumatica as an ERP Solution (01:02:09) - Wrap-Up and Future Plans

Alison Webster, MBA, CPCS, CPMSM, CPHQ, FMSP, and guests DeLaine Christie, CPCS, CPMSM, FMSP; and Dr. Victor Vargas, MD, MBA, CPE, discuss the importance of a strong relationship between the CMO and MSP, what inspired DeLaine to pursue the FMSP designation, and how the collaboration between a CMO and MSP makes a tangible difference for medical staff and patients. https://www.namss.org/ | https://www.namssgateway.org/ | NAMSS Credentialing by Proxy Guidebook

The AICPA has issued an updated practice aid to help firms implement the new quality management standards. See if it can help you. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA unveils new QM resources to help firms meet Dec. 15 deadlineQuality management standards articles and eventsJoin the Accounting & Auditing Standards Interest Group

Roger and Annie break down the preliminary list of occupations qualifying for tax-free tips, including some unexpected entries like plumbers and digital creators. They discuss the compliance headaches ahead with retroactive implementation but no updated forms until 2026. The conversation shifts to serious concerns about proposed IRS budget cuts and workforce reductions that could undermine tax enforcement when it's needed most.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Greetings (01:25) - Upcoming Tax Deadlines (02:41) - No Tax on Tips: New Guidelines (04:16) - Industries and Occupations Affected (12:25) - Compliance and Documentation Challenges (16:24) - W-4 and W-2 Form Changes (26:04) - Call to Action: Comment on Proposed Forms (30:27) - Upcoming Changes to W2 Forms (31:16) - New Codes for Tips and Overtime (33:38) - IRS Budget Cuts and Workforce Reduction (36:42) - Impact of Budget Cuts on IRS Operations (39:29) - Challenges in IRS Enforcement and Compliance (48:12) - The Role of Practitioners and IRS Communication (55:00) - Future of IRS and Tax Law Changes (56:40) - Conclusion and Listener Engagement Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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 the 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.

As more patients live beyond cancer treatment, survivorship care is becoming an essential—but often overlooked—part of the healthcare journey. This episode explores how pharmacists can support survivors through medication management, mental health awareness, lifestyle counseling, and connection to broader care resources. Tune in to learn how you can play a meaningful role in helping patients navigate life after cancer. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTErica Marchese, PharmD, BCPS, BCOP, BCSCP, MHAClinical Pharmacy Program DirectorCity of HopeJoshua Davis Kinsey and Erica Marchese have no relevant financial relationships to disclose.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 common physical, emotional, and medication-related challenges faced by patients in the survivorship phase of cancer care.2. Describe the pharmacist's role in supporting survivorship through medication review, lifestyle counseling, and care coordination.0.05 CEU/0.5 HrUAN: 0107-0000-25-292-H01-PInitial release date: 9/15/2025Expiration date: 9/15/2026Additional CPE details can be found here.

Still running every meeting and answering every Slack ping? Blake Oliver talks with Chase Damiano of Human at Scale about escaping founder bottlenecks. Learn a six-part delegation framework (responsibility, purpose, success, process, resources, decisions), turn 1:1s into leadership labs, build a team responsibility inventory and a delegation roadmap, and see why great prompts mirror great delegation. Leave with practical steps to hand off meetings, elevate decision-making, and reclaim time for strategy and growth.Chapters(01:17) - Chase's Sabbatical and Transformation (02:36) - Challenges of Rapid Growth and Burnout (03:28) - Finding Purpose and Slowing Down (13:59) - Effective Delegation Strategies (19:11) - Delegation Example: Managing Team Meetings (25:16) - Approval for Meeting Cancellations (25:37) - Delegation Framework Explained (26:02) - Addressing Delegation Failures (30:48) - Team Responsibility Inventory (32:56) - Delegation Roadmap (36:28) - Defining Success in Delegation (42:11) - Encouraging Decision-Making Autonomy (49:21) - Human at Scale: Transforming Operations (51:51) - Conclusion and Next Steps 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 Guest, Chase DamianoLinkedIn: https://www.linkedin.com/in/chasedamiano/Learn more about Human at Scalehttps://humanatscale.com/https://humanatscale.com/assessmentConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsWomen Who Count - http://uqb.promo/womenVideo demo of the new Customers Hub: https://www.youtube.com/live/WDrMrfoO9zk?si=CSBamjalWBk67_J4Register for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/QBO-Refresh?affiliate=5393907Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Rewarding customer loyalty is probably as old as commerce. These days, consumers accumulate hundreds, thousands, sometimes even millions of points that can be used to acquire everything from their favorite drink, to airline tickets, or simply pay a balance on a credit card. The fact that these rewards have an intrinsic value is something many easily forget about, making them a great target for fraud.SponsorsRoutable - http://ohmyfraud.promo/routableHOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:The lucrative business of airline loyalty schemes [AFR]A History of US Airline Deregulation [Travel Insider via Wayback Machine, accessed on Aug 29, 2025]Alaska Airlines miles stolen: What to do if your account is hacked [Fox13 Seattle]Alaska Airlines customers complain of possible hack after miles stolen from accounts [KIRO 7]Check your mileage plans! (Mine was hacked) [r/AlaskaAirlines]Mileage Account Hacked [r/AlaskaAirlines]My Southwest Rapid Rewards account was hacked: How I got my points back [The Points Guy]My AAdvantage account was hacked: Here's what happened and how you can protect yourself [The Points Guy]Largest Employer by State 2025 [World Population Review]Sam's Club [Wikipedia]Rewards Points Scheme Nets Arrest; More Sac County Victims Likely [Folsom Times]

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, delves into  the recently issued IRS Rev. Proc. 2025-28 with Mark Gallegos, CPA, MST, Partner — Porte Brown. Tune in to discover the implications of this IRS guidance and hear about the strategic decisions businesses can make to take advantage of presented opportunities.   What you'll learn from this episode:  Details of Rev. Proc. 2025-28 Changes made by H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) to Sec. 174 research & experimental (R&E) expenditures Options for small businesses to be able to retroactively take advantage of the changes Decision criteria for evaluating how to advise affected businesses How to navigate R&E expenditures going forward for 2025 returns  AICPA resources Planning after tax changes Practical Insights from IRS Rev. Proc. 2025-28 Summary of IRS released R&E expense guidance under H.R. 1 and Rev. Proc. 2025-28 Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

In this insightful episode of Amplify!, Meg Hoevener Marketing Manager at McGuire Sponsor, interviews Lindsay Shirling, a seasoned marketing leader from Schneider Downs, about the strategic shift her firm made in webinar platforms—from GoToWebinar to ON24. Lindsay shares candid stories from the trenches, including technical hiccups, CPE delivery challenges, and the growing demand for on-demand learning. She explains how ON24's automation, customization, and analytics capabilities helped Schneider Downs scale their webinar program, improve attendee experience, and streamline internal processes. Listeners will gain actionable advice on: Choosing the right webinar platform for your firm's needs Managing presenter adoption and training Leveraging webinars for both client retention and business development Enhancing engagement through video, chat, and interactive widgets Using analytics and follow-up strategies to maximize impact Whether you're hosting your first webinar or refining a mature program, this episode offers valuable lessons and inspiration for accounting marketers looking to amplify their reach.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

Un épisode clé de la vie politique contemporaine. La tentative de Dominique de Villepin en 2006, de faire adopter le CPE, le contrat 1ère embauche qui prévoyait que les jeunes de moins de 26 ans pouvaient être virés à n'importe quel moment pendant les deux premières années de leur contrat. Et sans motif.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Falls are a leading cause of injury and death in older adults, and pharmacists are in a key position to help prevent them. This episode highlights how to identify medication risks, share practical prevention strategies, and connect patients with trusted tools and resources. Tune in to learn how you can make a meaningful impact in reducing falls in your community. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTKristin Meyer PharmD, BCGP, FASCPProfessor of Pharmacy PracticeDrake University College of Pharmacy and Health SciencesJoshua Davis Kinsey and Kristin Meyer have no relevant financial relationships to disclose. RESOURCESNational Council on Aging (NCOA) Falls PreventionNCOA Falls Prevention Awareness WeekNCOA Falls Free CheckUp®CDC STEADIPharmacists, 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 common medication classes and household hazards associated with increased fall risk in older adults.2. Describe the pharmacist's role in fall prevention through medication review, patient education, and community engagement.0.05 CEU/0.5 HrUAN: 0107-0000-25-269-H05-PInitial release date: 9/8/2025Expiration date: 9/8/2026Additional CPE details can be found here.

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.SponsorsDigits - https://uqb.promo/digitsBluebook -  http://uqb.promo/bluebookWomen Who Count - http://uqb.promo/women(00:00) - Introduction: Cha Cha Changes (01:00) - Understanding the Disruption to Productivity (04:00) - Banking Feeds: New AI, Same Training Process (08:00) - Finding Your Way Around the New Interface (12:00) - Bookmarks and Menu Customization (14:00) - Before and After: Menu Changes Explained (17:25) - The New Customer Hub (21:25) - Look What I Found: New Features Deep Dive (26:25) - Experimental Features and Beta Testing (30:54) - Backup Features in QBO Advanced (34:54) - AI-Powered Bank Reconciliation Preview (40:54) - The Great QuickBooks Refresh Announcement (52:18) - Upcoming Conference Season (55:18) - Closing Thoughts and Next Steps Alicia's The Great QBO Refresh curriculum with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshComplete Business Group (QSP): royl.ws/CBG RightTool.app - mention ROYALWISE for 20% off the Pro versionRewind Backups - http://royl.ws/RewindWomen Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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

Send us a textWhy do so many relationships that look strong on the outside secretly fall apart behind closed doors? In today's episode, we share a hidden truth that most people overlook, but once you see it, you can't unsee it. It's the quiet pattern that leaves partners feeling drained, disconnected, and questioning their future together. We've seen it in clients, we've lived it ourselves, and we know it might be showing up in your life too. If you've ever wondered why love sometimes feels heavier than it should, this conversation is for you.Here are the related episodes, each one builds on today's conversation:#412 | Being an Adult Doesn't Mean You've Grown - https://podcasts.apple.com/us/podcast/412-being-an-adult-doesnt-mean-youve-grown/id1511831621?i=1000714623526 #430 | Why You're Tolerating The A*****e, and How to Break Free - https://podcasts.apple.com/us/podcast/430-why-youre-tolerating-the-a-e-and-how-to-break-free/id1511831621?i=1000723846545Evolve Together Experiences:

Lauren Hasson is the Founder of DevelopHer, an award-winning career development platform. In this podcast, she'll share a bit about her background and give a sneak peek at her upcoming CPE-eligible event. 

Physician leadership is evolving from informal, "oldest doctor gets the job" to rigorous, accredited training programs that could reshape healthcare administration. Mike Sacopulos interviews Daniel A. Handel, MD, MBA, MPH, CPE, chief medical officer at Atrium Health, to discuss the basics of the new Healthcare Administration, Leadership, and Management (HALM) fellowship. The exam, first held in November 2024, will now be offered annually because of increased physician demand; it was previously biennial. Handel is the editor of the new textbook, Healthcare Administration, Leadership and Management: The Essentials, First Edition, with 44 expert contributors covering finance, compliance, HR, among other executive topics. He is also a contributor to a board review course that AAPL is developing for HALM. Handel's overarching advice for physician leaders: “Stay focused on your why — the purpose that drove you to leadership in the first place.” Resources: - Healthcare Administration, Leadership and Management: The Essentials, First Edition - Connect with Dan Handel, MD Learn more about the American Association for Physician Leadership at www.physicianleaders.org.

Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (01:03) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:53) - Discussion on IRS Forums and Observations (06:14) - Changes in IRS Leadership (09:19) - Impact of IRS Leadership Changes on Operations (19:08) - Big Beautiful Bill Overview (28:05) - Individual Tax Changes in the 2025 Act (31:28) - Changes to Standard Deductions and Itemization (33:26) - Paid Leave and Adoption Credits (35:26) - New Trump Accounts and Education Savings (39:50) - Tax Benefits for Workers: Tips and Overtime (46:31) - Senior Tax Benefits and Auto Loan Interest Deduction (47:57) - Business Tax Provisions: QBI Deduction and Depreciation (52:44) - Energy Credits and Their Phase-Out (56:42) - Political Implications and Conclusion Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect 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 the 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.

The GENIUS Act includes robust new requirements for stablecoin users, including reserve backing; transparency and audits; anti-money laundering and sanctions compliance; and restrictions on marketing and yield. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:Accounting and auditing articles and eventsCryptocurrency and digital assets articles and eventsJoin the Accounting & Auditing Standards Interest Group

With shifting policies, payment models, and an unpredictable respiratory virus landscape,  pharmacy teams need more than clinical updates to prepare for the upcoming immunization season. This episode explores key issues shaping immunization practice today — including policy changes, billing and documentation trends, and how teams can proactively adapt and advocate for their role. Tune in for timely insights that go beyond the clinical headlines and complement our in-depth, on-demand course, Annual Immunization Update 2025. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTElizabeth Skoy, PharmDProfessorNorth Dakota State University Joshua Davis Kinsey and Elizabeth Skoy have no relevant financial relationships to disclose.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. Recognize recent policy and reimbursement updates that influence pharmacy-based immunization services and their potential to improve patient access to care.2. Identify strategies pharmacy teams can use to prepare for the 2025-26 respiratory virus season in ways that support timely, equitable, and effective patient immunization.0.05 CEU/0.5 HrUAN: 0107-0000-25-286-H01-PInitial release date: 9/1/2025Expiration date: 9/1/2026Additional CPE details can be found here.

Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:16) - QuickBooks Connect Event (06:52) - New Features in QuickBooks Online (09:04) - Intuit Enterprise Suite Enhancements (23:48) - AI and Automation in QuickBooks (33:31) - Customer Leads and Sales Pipeline (36:08) - Integrating CRM with QBO (37:02) - Future Episode on MailChimp (37:30) - Introducing the Payroll Agent (41:28) - Employee Honesty and Payroll Management (44:16) - Nuts and Bolts of Payroll via Text (46:20) - Upcoming Webinars and Events (47:28) - Business Network and Check Remittance Feature (51:37) - Sales Tax Filing Updates (55:39) - Membership Drive and Curriculum Refresh (57:48) - Reframe Conference Announcement (59:38) - Conclusion and Final Thoughts In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdfAlicia's The Great QBO Refresh with classes from Sept 9 through June 2026, andthe membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-RefreshWe 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

Why do so many accounting firms struggle to bridge the gap between their stated values and actual workplace culture? In this episode, Blake Oliver sits down with Erin Daiber, founder of Well Balanced Accountants, to explore how firms can move beyond culture theory to real operational change. You'll discover why "we've always done it this way" thinking kills retention, learn specific strategies for showing appreciation without micromanaging, and understand how being too busy prevents the culture improvements you need most. Erin shares her framework for defining your current culture honestly, creating accountability structures that stick, and making small changes that build significant cultural shifts over time.Chapters(01:06) - Erin's Journey into Accounting (09:06) - Transition to Coaching (28:52) - Operationalizing Culture Change (30:55) - Defining Firm Values and Goals (33:12) - Balancing Client Service and Employee Well-being (35:10) - Aligning Personal and Professional Goals (38:09) - Overcoming Scarcity Mindset (46:12) - Showing Appreciation and Respect (53:21) - Strategies for Reducing Micromanagement (55:53) - Implementing and Sustaining Culture Change (57:46) - Conclusion and Contact Information 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 Guest, Erin DaiberLinkedIn: https://www.linkedin.com/in/cpacoacherin/Learn more about Well Balanced AccountantsWebsite: https://www.wellbalancedaccountants.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Following her sudden resignation, the longtime treasurer of a small Arizona county faces questions about her time in office.SponsorsRoutable - http://ohmyfraud.promo/routable(00:00) - An Unexpected Resignation (01:07) - Welcome to Oh My Fraud (03:23) - Listener Mail and Fraud Discussion (08:23) - Santa Cruz County Background (09:50) - Liz Gut Far's Career and Sudden Resignation (10:50) - Investigation and Initial Findings (16:34) - Massive Embezzlement Uncovered (17:17) - Legal Actions and Allegations (24:58) - Fraud Techniques and Cover-Up (29:55) - Criminal Charges and Court Proceedings (40:12) - Lessons Learned and Conclusion HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Santa Cruz County's Industry Clusters [SantaCruzCenter.org]County Treasurer Elizabeth Gutfahr resigns [Nogales International]Unrecorded money transfers trigger FBI investigation on former Santa Cruz Co. treasurer [News4Tucson]County Tells School, Fire Districts That Over $4 Million Has Disappeared [Patagonia Regional Times]County BOS, SEFD, Sonoita School District Release Statements on Missing Funds [Patagonia Regional Times]Supervisors Told $39.4 Million in County Funds Is Missing [Patagonia Regional Times]Report sheds light on Santa Cruz Co. Treasurer's alleged theft of $39 million [KGUN]A Santa Cruz County official is accused of stealing $39M. A lawmaker wants tighter controls [Arizona Republic]Santa Cruz County v. Elizabeth Gutfahr, et al.U.S. v. Elizabeth GutfahrFormer Arizona Elected Official Pleads Guilty to Embezzlement of More than $38M of County Funds [DOJ]Former Santa Cruz County Treasurer Sentenced to 10 Years in Prison for Stealing Over $38 Million in County Funds [DOJ]“One of the dumbest…crimes in Arizona state history” [KGUN]Email us at ohmyfraud@earmarkcpe.com

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What's Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit's Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock's course, “Don't Get Scammed: Jamie's Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit's Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We 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=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

In this episode of FP&A Tomorrow, host Paul Barnhurst explores the transformation of finance into a strategic driver of business performance with seasoned CFO Darrell Cox. They unpack the modern challenges of FP&A, emphasizing how teams can move beyond traditional reporting to become proactive, data-savvy partners across the organization. Darrell shares real-world insights on forecasting, revenue intelligence, sales collaboration, and building a tech-enabled finance function that delivers tangible value.Darrell Cox is the Chief Financial Officer at Una Software, bringing over 25 years of executive leadership across high-growth companies. His background includes CFO roles at Vena Solutions and FreshBooks, as well as leadership positions at Virgin Mobile, Rogers Communications, and ATI Technologies. Known for scaling finance teams and overseeing more than $1 billion in exits and transactions, Darrell focuses on blending financial insight with operational data to elevate finance's role as a strategic partner.Expect to Learn:Why FP&A must evolve into strategic finance to remain relevantHow to continuously improve forecasting through agile, data-rich practicesThe critical role of CRM and daily data in revenue intelligenceHow finance and sales can work together as partners, not opponentsCareer advice for FP&A professionals aiming to become CFOsHere are a few quotes from the episode:“If you're not networking continuously, you're not future-proofing your career.” - Darrell Cox“Come bearing gifts, not with a rubber stamp and a hatchet. That's how you partner with sales.” - Darrell Cox“It's no good having a beautiful bathroom if there's no water going to it. You need the plumbing.” - Darrell CoxDarrell Cox brings sharp insights and practical wisdom to this episode of FP&A Tomorrow, shedding light on how finance can step up as a true business partner. Whether you're building forecasts, aligning with sales, or plotting a path to CFO, Darrell's experience and advice offer a roadmap to smarter, more strategic finance.Easy Strategic FP&A: Introducing BEZ (BE EASY), with Agentic AI capabilities to maximize FP&A's strategic impact. Automate complex FP&A processes and have a conversation with your data. Modern FP&A can Be Easy. Learn more at: https://bit.ly/3H0DqppFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Darrell:LinkedIn - https://www.linkedin.com/in/darrell-cox-547a461/?originalSubdomain=caWebsite - https://unasoftware.com/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, answer a few questions, and earn your CPE certification. To earn education credits

Recorded live from the New Orleans Tax Forum, Roger and Annie sit down with Maggie Romaniello from IRS Stakeholder Liaison to discuss this often overlooked but crucial IRS department. Maggie explains how Stakeholder Liaison serves as an advocate for tax professionals and their clients, handling everything from systemic issues like erroneous extension letters to data breach incidents and disaster response. The conversation reveals how practitioners can access this free resource directly through the IRS website and highlights the department's role in pushing for technological improvements like online accounts and streamlined processes.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Introduction and Setting the Scene (01:02) - Overview of IRS Tax Forums (01:37) - Special Guest: Maggie Romaniello from Stakeholder Liaison (03:07) - History and Evolution of Stakeholder Liaison (04:57) - Current Challenges and Changes in Stakeholder Liaison (05:53) - Addressing Practitioner Issues and Communication (16:05) - How to Contact Stakeholder Liaison (19:55) - Introduction to Data Safetys (22:07) - Steps to Take After a Data Breach (24:00) - IRS Support and Resources (25:12) - State-Specific Requirements for Data Breaches (27:11) - The Importance of Online Accounts (28:45) - Setting Up and Using IRS Online Accounts (37:28) - Power of Attorney and Tax Pro Accounts (42:31) - Handling Disasters and IRS Outreach Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with Maggie LinkedIn:  https://www.linkedin.com/in/margaret-romaniello-5189758aConnect 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 the 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.