Podcasts about cpe

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most professionals only scratch the surface of Excel's capabilitiesJordan's perspective on why VBA is outdated and what could replace itWhy vertical learning beats beginner–intermediate–advanced training pathsHere are a few quotes from the episode:“Excel isn't dead, but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.

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 AffairsPRACTICE RESOURCEPurchase this course to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcastCPE 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 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.Follow CEimpact on Social Media:LinkedInInstagram

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

In this episode of SoundPractice, host Mike Sacopulos explores the critical skill of strategic thinking with Michael Gardner, MD, vice president and administrator of Women's and Children's Hospital at University Health in San Antonio, Texas. Gardner shares his extensive journey through physician leadership and breaks down why strategic thinking is essential for physicians who want to shape the future of healthcare. Michael Gardner is board certified in obstetrics and gynecology as well as maternal fetal medicine. He is a certified physician executive (CPE) and in 2025 became a fellow of the American Association for Physician Leadership. Why strategic thinking matters for physicians: Physicians bring a unique perspective that is essential for improving American healthcare. With healthcare consuming roughly 20% of GDP and outcomes that lag behind other developed nations, physician leaders must actively participate in strategic decision-making rather than exclude themselves from these conversations. Strategic vs. clinical thinking: While clinical thinking focuses on immediate patient care with narrow attention to detail, strategic thinking requires a broader view of internal and external environments, long-term organizational goals, and the ability to embrace foresight and ambiguity. The key difference lies in scope and timeline — strategic thinking means planning months and years ahead. Strategic thinking can be learned: Though some physicians may naturally gravitate toward systems-level thinking, strategic thinking is a skill that can be developed through mentorship, education, practice, and progressive leadership experiences. Starting with smaller leadership roles and building confidence prepares physicians for larger strategic challenges. Physician leaders as translators: Successful physician leaders must learn to speak both clinical and business languages. While they don't need to match their CFO's financial expertise or their COO's operational knowledge, they must understand enough to communicate effectively with administrative colleagues and translate strategic concepts back to medical staff. Gardner and his colleague Mark Guadagnoli, PhD, are developing a strategic thinking and planning course series for AAPL, including: - An online strategic thinking course - "The Who, What, Where, and When of Strategic Planning" course - A hybrid strategic planning workshop in 2026 where participants will create actual strategic plans with ongoing guidance and feedback. Learn more about the American Association for Physician Leadership at www.physicianleaders.org

Lawmakers debate ending DEI initiatives at K-12 schools, two federal lawmakers team up to push for a nationwide ban on no-knock warrants, Kentucky is seeing a surge in enrollment in health-related programs, and the outgoing CEO and President of the Kentucky Lottery talks about record-breaking sales in the face of greater gaming competition.

The PCAOB recently released new staff guidance on paragraph .10A of AS 1105, Audit Evidence, including illustrative examples that can help audit firms implement the requirements. This is particularly important given the growing use of artificial intelligence. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:PCAOB Staff Guidance: Examples of Evaluating of Reliability of External Information Provided by the Company in Electronic FormAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Pain relief medications like acetaminophen and ibuprofen are staples in everyday care—but emerging research suggests they may play a role in antibiotic resistance. This episode reviews recent findings, explores how these common drugs may influence bacterial response to antibiotics, and highlights pharmacist‑specific considerations. You will walk away with practical insights to support informed medication use and strengthen antibiotic stewardship.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTHunter O. Rondeau, PharmD, BCIDP, AAHIVPAntimicrobial Stewardship Coordinator, SSM HealthAdjunct Clinical Assistant Professor, University of Kansas School of PharmacyRachel Maynard has no relevant financial relationships with ineligible companies to disclose. Hunter Rondeau is a consultant for Pyrls, a speaker for ASHP, and was a speaker for ACCP (ended October 2025) and Vituity (ended May 2025). 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. Describe emerging evidence on how common OTC pain medications may influence antibiotic resistance.2. Identify pharmacist strategies to optimize analgesic and antibiotic use while supporting antimicrobial stewardship.0.05 CEU/0.5 HrUAN: 0107-0000-25-372-H01-PInitial release date: 12/8/2025Expiration date: 12/8/2026Additional CPE details can be found here.

Pain relief medications like acetaminophen and ibuprofen are staples in everyday care—but emerging research suggests they may play a role in antibiotic resistance. This episode reviews recent findings, explores how these common drugs may influence bacterial response to antibiotics, and highlights pharmacist‑specific considerations. You will walk away with practical insights to support informed medication use and strengthen antibiotic stewardship.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsHunter O. Rondeau, PharmD, BCIDP, AAHIVPAntimicrobial Stewardship Coordinator, SSM HealthAdjunct Clinical Assistant Professor, University of Kansas School of PharmacyRachel Maynard has no relevant financial relationships with ineligible companies to disclose. Hunter Rondeau is a consultant for Pyrls, a speaker for ASHP, and was a speaker for ACCP (ended October 2025) and Vituity (ended May 2025). All relevant financial relationships have been mitigated. 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 emerging evidence on how common OTC pain medications may influence antibiotic resistance.2. Identify pharmacist strategies to optimize analgesic and antibiotic use while supporting antimicrobial stewardship.0.05 CEU/0.5 HrUAN: 0107-0000-25-372-H01-PInitial release date: 12/8/2025Expiration date: 12/8/2026Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Chuck Zodda and Mike Armstrong have major bones to pick with the release of the delayed CPE report and those that claimed today would be make of break for markets. Is 2% inflation still the right level to have? What will Netflix do with Warner Bros. movie studio and how do they handle HBO? Studios are already pushing back on Netflix's purchase of Warner Brothers. What you need to know when doing your portfolio year-end review.

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 

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Omar Choucair, the CFO of Trintech, to discuss the evolving role of the CFO, the importance of technology in finance, and the strategic value of FP&A teams. Omar shares insights on how AI is transforming financial operations, the need for technical skills in FP&A, and the shift in CFO responsibilities over the years.Omar Choucair brings over 25 years of experience in corporate finance, accounting, governance, and FP&A. His background spans private equity, public company software businesses, and M&A deals, having successfully navigated over 40 major transactions. With expertise in financial software solutions, he leads Trintech in helping businesses automate and streamline critical financial processes.Expect to Learn:The evolving responsibilities of CFOs and the strategic value they provide in today's organizationsHow AI and technology are revolutionizing finance and FP&A functionsThe critical role of FP&A in helping companies understand and act on dataWhy intellectual curiosity and technology expertise are essential for modern FP&A professionalsKey insights on hiring and developing top FP&A talentHere are a few quotes from the episode:“To be successful in FP&A, you have to be technically savvy. If you are afraid of technology, you will not do well in FP&A.” – Omar Choucair“The CFO is the voice of reason, objective under pressure, and the protector of the company and its employees.” – Omar ChoucairOmar discusses the increased pressure on CFOs, the growing reliance on AI tools like ChatGPT, and the importance of being inquisitive to drive better financial insights. He also touches on the importance of collaboration between FP&A and other departments to drive business success and better decision-making.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 Omar:LinkedIn - https://www.linkedin.com/in/omar-choucair-cpa-80264815/Company - https://www.trintech.com/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] - Omar's Career Journey and Experience in Finance[04:41] - Defining Great FP&A and What It Looks Like in Practice[07:19] - The Role of Technology in Modern FP&A[11:40] - Leveraging AI to Drive Efficiency in Finance[14:04] - The Key to Unlocking FP&A Success[26:21] - Best Practices for Building and Leading an FP&A Team[33:13] - Integrating Business Intelligence into FP&A Workflows[38:55] - Managing the Budgeting Process and Alignment with ELT[44:27] - Key Skills for Future FP&A Leaders and Career...

In this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry.  Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you're part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways AI Is transforming every aspect of valuation Transparency, auditability, and professional standards are critical risks A structured, 8-Step framework for successful AI implementation Guest: Greg Endicott, CPA/ABV. ASA, Managing Director, Strategic Value Group, LLC and Founder and President of ValueVision, Inc. a Microsoft Partner developing an AI-enabled valuation workflow and knowledge management platform. Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Guidelines for Responsible Use of Artificial Intelligence (AI) in Forensic and Valuation Services Engagements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content The state of AI and machine learning in financial instrument valuation | FVS webcast archive The FVS Valuation Podcast archives Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 ESOPs: Preserving Culture, Valuation and Empowering Employees LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

In this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry.  Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you're part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways AI Is transforming every aspect of valuation Transparency, auditability, and professional standards are critical risks A structured, 8-Step framework for successful AI implementation Guest: Greg Endicott, CPA/ABV. ASA, Managing Director, Strategic Value Group, LLC and Founder and President of ValueVision, Inc. a Microsoft Partner developing an AI-enabled valuation workflow and knowledge management platform. Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.  Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Guidelines for Responsible Use of Artificial Intelligence (AI) in Forensic and Valuation Services Engagements Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content The state of AI and machine learning in financial instrument valuation | FVS webcast archive The FVS Valuation Podcast archives Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 ESOPs: Preserving Culture, Valuation and Empowering Employees LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

Former IRS Commissioner Danny Werfel and longtime agency communications chief Terry Lemons join Roger and Annie for a candid Thanksgiving conversation about the mounting challenges facing the agency heading into the 2026 filing season. The discussion covers budget cuts, staffing reductions, the lingering ERC backlog, and why a hollowed-out compliance function puts both taxpayers and tax professionals at greater risk.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 (01:22) - Introducing Special Guests: Terry Lemons and Danny Werfel (02:33) - Danny's Post-IRS Journey (08:03) - Terry Lemons' Post-IRS Activities (12:27) - Challenges Facing the IRS and Tax Professionals (19:52) - The Importance of IRS Compliance and Modernization (30:50) - Concerns About Workforce Sustainability (31:56) - Employee Retention Credit Issues (32:37) - Fraud and Government Response (35:30) - Impact of Government Shutdown on IRS Programs (36:53) - IRS Performance and Resource Allocation (40:52) - Challenges in Tax Compliance and Enforcement (46:17) - Preparing for the Upcoming Tax Season (51:19) - College Football Predictions (53:53) - Closing Remarks and Holiday Wishes Connect with Terry Lemonshttps://www.linkedin.com/in/terry-lemons-77b3641a9Connect with Danny Werfelhttps://www.linkedin.com/in/danny-werfel-89441594Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger Harris - https://www.linkedin.com/in/rogerharrispbs/Annie Schwab - https://www.linkedin.com/in/annie-schwab-852418261/ReviewLeave 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 FDA actions have brought renewed attention to leucovorin as a potential treatment for managing symptoms associated with autism spectrum disorder. This course explores the clinical distinctions between autism and cerebral folate deficiency, reviews key evidence behind leucovorin use, and outlines counseling considerations relevant to pharmacy practice. You will gain clarity on this complex and evolving topic to better support informed, evidence-based care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTGeoff Wall, PharmD, FCCP, BCPSProfessor of Pharmacy PracticeIowa Methodist Medical CenterRachel Maynard and Geoff Wall 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. Describe current clinical evidence related to the use of leucovorin in autism and cerebral folate deficiency.2. Identify key counseling considerations for pharmacists discussing leucovorin therapy with patients and caregivers.0.05 CEU/0.5 HrUAN: 0107-0000-25-363-H01-PInitial release date: 12/1/2025Expiration date: 12/1/2026Additional CPE details can be found here.

Recent FDA actions have brought renewed attention to leucovorin as a potential treatment for managing symptoms associated with autism spectrum disorder. This course explores the clinical distinctions between autism and cerebral folate deficiency, reviews key evidence behind leucovorin use, and outlines counseling considerations relevant to pharmacy practice. You will gain clarity on this complex and evolving topic to better support informed, evidence-based care. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTGeoff Wall, PharmD, FCCP, BCPSProfessor of Pharmacy PracticeIowa Methodist Medical CenterRachel Maynard and Geoff Wall have no relevant financial relationships to disclose.  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 clinical evidence related to the use of leucovorin in autism and cerebral folate deficiency.2. Identify key counseling considerations for pharmacists discussing leucovorin therapy with patients and caregivers.0.05 CEU/0.5 HrUAN: 0107-0000-25-363-H01-PInitial release date: 12/1/2025Expiration date: 12/1/2026Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rishi Sapra to explore how finance professionals can leverage business intelligence tools like Power BI to drive better decision-making. Rishi discusses how the role of FP&A is evolving with technology, and why it's essential for finance teams to not only consume data but to create and model it in ways that deliver actionable insights.Rishi Sapra is a Group Manager at Avanade, a global technology consulting firm, and a Microsoft Most Valuable Professional (MVP). With over 20 years of experience in major firms such as Deloitte, KPMG, HSBC, and Accenture, Rishi combines his financial expertise with cutting-edge data and AI solutions. Rishi is also the founder of Power Platform Finance, where he runs an accelerator program to teach finance professionals how to use tools like Power BI, Power Query, and semantic modeling to transform business data into actionable insights.Expect to Learn:Why learning Power Query is a must-have skill for every finance professionalThe mindset shift from being a consumer of data to becoming a creator of data solutionsHow to build simple, effective data models and dashboards using Power BITips for applying semantic models and data storytelling in financial reportingHow AI and business intelligence tools are changing the role of FP&A professionalsHere are a few quotes from the episode:“As a finance professional, you need to understand not just the data, but how to create the solutions that bring out insights from it.” – Rishi Sapra“It's less about learning every tool, and more about understanding the fundamentals that remain the same, regardless of the software.” – Rishi SapraRishi Sapra highlights the importance of shifting from being a consumer to a creator of data solutions within finance teams. By mastering tools like Power BI and embracing a mindset of data storytelling, finance professionals can unlock actionable insights and drive meaningful change. Rishi's advice empowers finance teams to not just adapt to technology, but to lead the way in transforming business intelligence.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 Rishi:LinkedIn - https://www.linkedin.com/in/rsaprano/Website - www.rishisapra.comCompany 1 - www.msfabrictraining.comCompany 2 - www.learndatainsights.comCompany 3 - www.powerplatformfinance.comEarn 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...

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning client management, pricing models, hiring decisions, and even practice sales. She closes with reflections on what makes this work meaningful during a time of industry change.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Thanksgiving Theme (00:26) - The Glad to Be Here Mindset (02:13) - Impactful Changes: Client Management (04:13) - Impactful Changes: Pricing Models (04:47) - Impactful Changes: Hiring Practices (06:40) - Impactful Changes: Practice Management (09:46) - Impactful Changes: Personal Growth (11:23) - Impactful Changes: Career Pivots (12:35) - Impactful Changes: Selling Practices (13:31) - Conclusion and Gratitude LINKSAlicia's upcoming classes: Credit Cards in Business, Dec 2: http://royl.ws/QBO-credit-cards?affiliate=5393907Expense Management in QBO, Dec 4: http://royl.ws/expenses?affiliate=5393907, sponsored by Forwardly (https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20Pollock)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 

Hear about FASB's recent analysis of what it's costing companies to comply with the lease accounting standard. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB reckons with higher-than-expected lease accounting costsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Pharmacists play a critical role in infectious disease care, and staying up to date on antibiotic therapies is key to ensuring optimal patient outcomes. This episode reviews recently FDA-approved antibiotics, offers a practical refresher on commonly used antibiotic classes, and highlights frequent side effects—along with strategies for managing them in practice. Tune in to strengthen your clinical knowledge and support safe, effective antibiotic use across care settings.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTHunter Rondeau, PharmD, BCIDP, AAHIVPAntimicrobial Stewardship CoordinatorSSM HealthJoshua Davis Kinsey has no relevant financial relationships with ineligible companies to disclose. Hunter Rondeau is a consultant for Pyrls, a speaker for ASHP, and was a speaker for ACCP (ended October 2025) and Vituity (ended May 2025). 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. Identify newly FDA-approved antibiotics and their clinical indications.2. Describe commonly used antibiotic classes, their typical side effects, and strategies to manage or mitigate those effects.0.05 CEU/0.5 HrUAN: 0107-0000-25-362-H01-PInitial release date: 11/24/2025Expiration date: 11/24/2026Additional CPE details can be found here.

Pharmacists play a critical role in infectious disease care, and staying up to date on antibiotic therapies is key to ensuring optimal patient outcomes. This episode reviews recently FDA-approved antibiotics, offers a practical refresher on commonly used antibiotic classes, and highlights frequent side effects—along with strategies for managing them in practice. Tune in to strengthen your clinical knowledge and support safe, effective antibiotic use across care settings. HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTHunter Rondeau, PharmD, BCIDP, AAHIVPAntimicrobial Stewardship CoordinatorSSM HealthJoshua Davis Kinsey has no relevant financial relationships with ineligible companies to disclose. Hunter Rondeau is a consultant for Pyrls, a speaker for ASHP, and was a speaker for ACCP (ended October 2025) and Vituity (ended May 2025). All relevant financial relationships have been mitigated.   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 newly FDA-approved antibiotics and their clinical indications.2. Describe commonly used antibiotic classes, their typical side effects, and strategies to manage or mitigate those effects.0.05 CEU/0.5 HrUAN: 0107-0000-25-362-H01-PInitial release date: 11/24/2025Expiration date: 11/24/2026Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Today's episode is an interview with a Spanish student of mine, Helena. She tells us about her English-speaking journey, which is really relatable to a lot of English learners, so I think you'll find it very interesting and maybe even a little motivational. Helena is a big fan of idioms so you're gonna hear a bunch of those, there's plenty of phrasal verbs too, some compound adjectives and lots of nice organization to admire.Thanks so much to Helena for contributing!For classes - https://realexamenglish.com/classes/For transcripts - https://realexamenglish.com/podcast/For the Real Exam English app - https://studio.com/realexamenglishMusic: Wholesome by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5050-wholesomeLicense: http://creativecommons.org/licenses/by/4.0/Support the show

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe's focus on value-based conversations, and reflects on how each conference served different professional needs. Plus, hear direct feedback from conference attendees about their biggest takeaways and what Alicia learned about working nomadically while staying productive on the road.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:22) - Conference Recap: Women Who Count (06:47) - Conference Recap: Intuit Connect (10:49) - Conference Recap: Reframe (15:29) - Panel Discussion: Insights from Intuit Connect (28:33) - Living the Nomadic Life (30:34) - Upcoming Classes and Final Thoughts LINKSAlicia's upcoming classes: QuickBooks Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907QuickBooks 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 

This interview was recorded on 10/28/2025 at the AICPA FVS Conference.  Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Carla S. Nunes, CFA, ABV, Managing Director, Kroll  James P. Harrington, Director, Kroll  Host:  Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. IT'S VIRTUAL! STILL TIME TO REGISTER  Business Valuation School - Dec 1-5, Live online PURCHASE SESSIONS:  2025 AICPA FVS Conference - you can purchase sessions and the handouts EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Cost of capital – basics and best practices in business valuation | FVS webcast archive The FVS Valuation Podcast archives Transparency in Private Market Valuations (2/27/2025) Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24) The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023) ESG & the Cost of Capital (4/27/2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Trevor explains a bit about his new app for learning English.The app is designed for B2, C1 and C2 learners and has fantastic tools to help you achieve your language goals.The link for the app can be found at studio.com/realexamenglishMusic: Wholesome by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5050-wholesomeLicense: http://creativecommons.org/licenses/by/4.0/Support the show

Discover the benefits of implementing a long-acting injectable (LAI) service at your pharmacy practice site and the impact this service can have on patient care and outcomes. Listen to this week's episode and learn how to elevate your pharmacy services! HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTLindsay McCoy, PharmD, BCPPPharmacy ManagerVillage Drug Shop at AdvantagePharmacists, 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. Analyze the benefits and challenges of implementing a long-acting injectable (LAI) service in a pharmacy practice site.2. Discuss how an LAI service can improve patient care, increase financial sustainability, and optimize patient outcomes.0.05 CEU/0.5 HrUAN: 0107-0000-25-354-H01-PInitial release date: 11/17/2025Expiration date: 11/17/2026Additional CPE details can be found here.Take your pharmacy practice to the next level with our comprehensive course on the administration of long-acting injectables:Pharmacy-Based Administration of Long-Acting Injectables: A Sharp Idea4 hours  |  On DemandExplore a cutting edge clinical service opportunity with this collection of courses specifically designed to equip pharmacists with the knowledge and skills necessary for the effective management and administration of long-acting injectable medications (LAIs). Course content explores diverse drug profiles, advanced administration techniques, and the strategic implementation of LAI-related services to support the needs of your patients and communities.

Discover the benefits of implementing a long-acting injectable (LAI) service at your pharmacy practice site and the impact this service can have on patient care and outcomes. Listen to this week's episode and learn how to elevate your pharmacy services! HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTLindsay McCoy, PharmD, BCPPPharmacy ManagerVillage Drug Shop at AdvantageCPE 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. Analyze the benefits and challenges of implementing a long-acting injectable (LAI) service in a pharmacy practice site.2. Discuss how an LAI service can improve patient care, increase financial sustainability, and optimize patient outcomes.0.05 CEU/0.5 HrUAN: 0107-0000-25-354-H01-PInitial release date: 11/17/2025Expiration date: 11/17/2026Additional CPE details can be found here.Take your pharmacy practice to the next level with our comprehensive course on the administration of long-acting injectables:Pharmacy-Based Administration of Long-Acting Injectables: A Sharp Idea4 hours  |  On DemandExplore a cutting edge clinical service opportunity with this collection of courses specifically designed to equip pharmacists with the knowledge and skills necessary for the effective management and administration of long-acting injectable medications (LAIs). Course content explores diverse drug profiles, advanced administration techniques, and the strategic implementation of LAI-related services to support the needs of your patients and communities.Follow CEimpact on Social Media:LinkedInInstagram

In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, sits down with Mark Gallegos, CPA, MST, Partner — Porte Brown, to unpack key year-end tax planning strategies. They dive into new opportunities for individuals and businesses under the H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA), including the increased state and local tax (SALT) cap, expanded deductions and the return of immediate expensing for domestic research and development (R&D) costs. Tune in for practical insights on proactive planning and multi-year modeling to help clients maximize benefits under the new law.   What you'll learn from this episode: The impact of H.R. 1 on income tax planning Learn more about new and expanded deductions Hear about year-end actions that might be beneficial for taxpayers Why entity choice conversations might be necessary given the current law AICPA resources Planning after tax changes Tax Section Tax Section news and member FAQs Year-End Tax and Financial Planning Toolkit   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 and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?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-accountantsMargie's Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its limits to managing change and choosing the right implementation partners, James shares the steps every finance leader should take to avoid expensive mistakes.James Myers has led multiple large-scale planning system implementations for global organizations. He specializes in modeling and financial planning solutions that help companies reduce reliance on spreadsheets, improve collaboration, and achieve scalable performance management. His consulting work spans industries including manufacturing, technology, and retail, where he focuses on aligning processes, people, and systems for long-term success.Expect to Learn:The signs your FP&A system is broken and ready for replacementHow to select the right planning or modeling tool for your company sizeThe real cost behind system implementation (and how to plan for it)Why clean data and cross-functional collaboration are essentialBest practices for RFPs, vendor selection, and proof of concept testingHere are a few quotes from the episode:“Reducing reliance on Excel isn't about killing it, it's about freeing up your team to think strategically.” - James Myers“The role of FP&A is to be a true value partner to the business—combining data, strategy, and people.” - James MyersJames Myers reminds us that FP&A transformation is less about tools and more about mindset. By focusing on vision, data quality, and collaboration, finance teams can build systems that scale with their companies instead of holding them back. If you're preparing for a software upgrade or implementation, this episode will help you do it right the first time.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 James:LinkedIn - https://www.linkedin.com/in/jamesmyersw/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[00:00] - Trailer[01:58] - What Makes Great FP&A[03:17] - Signs Your Current System is Broken[07:03] - The Hidden Cost of Excel Dependency[08:16] - How to Choose the Right FP&A Tool[13:35] - Setting a Vision Before Selecting Vendors[22:52] - RFP and Demo Best Practices[30:36] - Negotiating the Best Deal Without Cutting...

This episode includes a discussion on an SEC proposal to change the frequency of reporting and the implications of doing so. It also highlights a new tool from NASBA to help with CPA license mobility as states continue to adopt multiple pathways to CPA licensure. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:CPA Mobility toolAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

John Barucci joins the show to break down his real-life data breach. John thought he had all the right safeguards in place: cyber insurance, firewalls, security training, and a written information security plan. But a single click on what appeared to be a Social Security Administration email led to bad actors accessing nine client files, altering returns, and changing bank account information in just 38 minutes.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) - Introduction and Greetings (00:56) - Current Events and Government Shutdown (01:56) - PTIN Renewal and Security Measures (02:59) - Introducing John Bucci's Story (04:34) - John Bucci's Cybersecurity Breach Experience (06:18) - Detailed Chronology of the Breach (18:38) - Immediate Actions Taken Post-Breach (22:14) - IRS and Software Company Responses (27:02) - Client Communication and Further Steps (30:34) - The Weight of Responsibility in Tax Practice (31:22) - The Importance of Having a Plan (32:28) - Immediate Actions Post-Breach (32:53) - Involvement of Thomson Reuters and Stopping the Breach (34:21) - Forensic Investigation and Legal Steps (35:48) - Cyber Insurance and Its Benefits (37:50) - IRS Practitioner Relief Program (43:27) - Final Reflections and Lessons Learned (50:02) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with John: https://www.linkedin.com/in/johnbarucciConnect 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.

Opioids remain a cornerstone of palliative care for patients with serious illnesses like cancer, yet their use is often misunderstood, undertreated, or approached with unnecessary hesitation. This episode explores what pharmacists need to know about assessing opioid appropriateness, questioning therapy when warranted, and supporting comfort-focused care within established clinical and ethical standards. Tune in to build confidence in your role and contribute meaningfully to the care of patients facing serious illness.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTLorin Fisher, PharmD, BCACPClinical Assistant ProfessorUniversity of Iowa College of PharmacyJoshua Davis Kinsey and Lorin Fisher 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 the role of opioids in managing pain and other symptoms for patients receiving palliative care.2. Describe key considerations for evaluating opioid prescriptions in the context of serious illness, including appropriate use and safety concerns. 0.05 CEU/0.5 HrUAN: 0107-0000-25-330-H01-PInitial release date: 11/10/2025Expiration date: 11/10/2026Additional CPE details can be found here.

Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.Chapters(01:37) - Richard Chambers' Career Journey (03:15) - Evolution of Internal Audit (05:34) - Emerging Risks in Internal Audit (08:13) - AI and Cybersecurity Challenges (10:51) - Continuous Risk Monitoring (25:30) - Connected Risk and AI Integration (27:42) - Introduction to the Three Lines of Defense (30:01) - Evolution to the Three Lines Model (31:18) - Connected Risk and Collaboration (32:08) - AI's Impact on Risk Management (35:20) - AI in Internal Audit: Opportunities and Challenges (40:32) - The Human Element in Internal Audit (44:40) - The Future of Internal Audit and AI (54:00) - 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 Guest, Richard ChambersLinkedIn: https://www.linkedin.com/in/richard-chambers-a5108914/Twitter: https://x.com/rfchambersWebsite: https://auditboard.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a company's vision, this episode is a masterclass in how FP&A can lead, not just support.Moataz Mukhaimer is a strategic and financial advisor with over 20 years of experience supporting SMEs across the MENA region. A graduate of McGill University (MBA) and Boston University (BA in Accounting & Finance), he specializes in helping businesses identify challenges and align strategy with execution. His client portfolio spans sectors including retail, med-tech, e-commerce, ed-tech, manufacturing, and software.Expect to Learn:Why cash from operations is the true measure of business valueHow to design KPIs that align with both strategy and financial outcomesWhy most pricing problems are rooted in poor positioning, not high costsHow to diagnose problems through both numbers and conversationsThe two most important habits for connecting finance with strategyHere are a few quotes from the episode:“Most companies aren't overpricing, they're underpricing and positioning poorly.” - Moataz Mukhaimer“Cash from operations is the truest form of value creation.” - Moataz MukhaimerMoataz Mukhaimer reminds us that the power of FP&A lies in understanding the whole business, not just the numbers. By aligning strategy with financial planning, simplifying KPIs, and focusing on communication, finance professionals can become essential partners in growth. If you're ready to elevate your impact, this episode is for you.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 Moataz:LinkedIn - https://www.linkedin.com/in/moataz-mukhaimer/Website - https://moatazmukhaimeradvisory.com/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[04:05] - What Defines Great FP&A?[05:56] - Great Planning in Action[08:40] - Cash Flow is Queen[14:15] - Why Budgeting Often Fails[26:45] - Pricing: The Hidden Problem[30:04] - Moataz's Four-Part Strategy Framework[33:07] - Diagnosing Problems Through People and Numbers[36:27] - Advice for Connecting Finance to Strategy[40:09] - Hosting Business Talk and Giving Back[43:36] - FP&A Fast Five[48:31] - Final Advice:...

Respiratory syncytial virus (RSV) continues to pose a serious health threat—particularly to infants, older adults, and immunocompromised individuals—making it critical for pharmacy professionals to stay up to date on prevention and treatment options. This episode covers the latest FDA-approved RSV therapies, including vaccines and monoclonal antibodies, while highlighting clinical pearls for use across care settings. Tune in to stay informed and better support patients during the upcoming respiratory season.HOSTJoshua Davis Kinsey, PharmDVP, EducationCEimpactGUESTKalen Manasco, PharmD, BCPS, BCPPS, FCCP, FPPAProfessorUniversity of Florida College of PharmacyJoshua Davis Kinsey and Kalen Manasco 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. Differentiate between RSV vaccines and monoclonal antibody therapies, including their indications and target patient populations.2. Identify key counseling points and administration considerations associated with currently available RSV vaccines and monoclonal antibody therapies.0.05 CEU/0.5 HrUAN: 0107-0000-25-312-H01-PInitial release date: 11/3/2025Expiration date: 11/3/2026Additional CPE details can be found here.

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting Agents Toolkit: https://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_us Firm of the Future ArticlesAgentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/Accounting Agent Anomaly Detectionhttps://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_USFinance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US Dan and Alicia's Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% offAlicia's classes including the Accounting Agents: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 Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday 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, Paul and Glenn are joined by Carl Seidman to explore a powerful but often overlooked role in finance: being a teacher. Drawing from decades of experience across consulting, education, and finance leadership, Carl discusses how FP&A professionals must learn to teach, whether it's helping executives see the story behind the numbers, guiding junior staff, or translating finance for cross-functional teams. The episode is packed with practical advice, personal stories, and thoughtful insights about how teaching, influence, and communication shape success in finance.Carl Seidman is a seasoned management consultant, fractional CFO, and educator. With over 20 years of experience advising companies from startups to Fortune 500s, Carl also teaches at Rice University and runs finance training programs for corporate teams. He brings a unique blend of technical mastery, business strategy, and teaching skill, making him the perfect voice to discuss why FP&A must go beyond the spreadsheet and into the realm of influence.Expect to Learn:Why teaching is an essential skill for every FP&A professionalHow to tailor your message to different audiences, from analysts to executivesWhy oversharing details can derail your influenceHow to spot when your audience is confused (and how to pull them back in)Practical strategies for teaching finance without using jargon or acronymsHere are a few quotes from the episode:“The best presenters speak to the audience's needs, not their own ego.” - Carl Seidman“FP&A is often the bridge, translating finance for operations and operations for finance.” - Glenn SnyderCarl Seidman reminds us that the heart of FP&A isn't just analysis, it's communication, clarity, and connection. Through teaching, finance professionals can elevate their impact, build trust, and drive real business understanding. This episode reinforces that the most effective finance leaders don't just present data, they help others make sense of it.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 Carl:LinkedIn - linkedin.com/in/carlseidmanWebsite: seidmanfinancial.comEarn 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[02:30] - Meet Carl Seidman[04:48] - What Does “FP&A as a Teacher” Mean?[08:20] - Teaching Early in Your Career[19:33] - Who Does FP&A Need to Teach?[25:54] - Teaching Financial Impact[29:19] - Ditch the Jargon[35:44] - Spotting Confused Audiences[41:59] - Teaching for Long-Term Growth[43:58] - Celebrity on a Deserted Island

La première année de Thierry Gaudin nommé comme CPE, Conseiller Principal d'Education, dans un collège de Montreuil en Seine-Saint-Denis. La rentrée, le premier jour, les élèves très familiers, les tâtonnements…Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Roger and Annie welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get 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 Welcome (01:05) - Special Guest Introduction: Alan Pink (02:13) - Alan's Journey into Tax Profession (04:57) - Challenges and Anecdotes in Tax Preparation (13:09) - Representation and Audits (22:28) - Collections vs. Examination (29:12) - Current Issues and Credits (30:06) - Taxpayer Liability and Rule Changes (31:11) - Understanding Captive Insurance (33:35) - Advice for New Tax Professionals (34:33) - NAEA and Educational Programs (38:21) - Becoming a Tax Talk Moderator (41:36) - Challenges and Rewards of Live Shows (51:12) - Upcoming Speaking Engagements (53:19) - Final Thoughts and Farewell 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.

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampConferences:https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.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 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