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Harpreet Pall, MD, MBA, CPE, Chief Medical Officer at Hackensack Meridian Jersey Shore University Medical Center and K. Hovnanian Children's Hospital, discusses efforts to reduce clinical variation and strengthen multidisciplinary care coordination. He also shares leadership strategies for improving patient flow, quality, and team engagement across complex health systems.
Filing season is here — and so is confusion. In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Mark Gallegos, CPA, MST, Partner — Porte Brown, to break down the most common questions around the new H.R. 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA) provisions, from Trump accounts to the senior deduction as well as discussion around electronic payments and refunds. Practical guidance is here to help you cut through the noise and get it right. What you'll learn from this episode: How new Trump accounts are prompting new client questions while key issues remain unresolve How to clear up confusion around the senior deduction and social security taxation What additional information may be needed from clients for the new deductions for tips, overtime and auto loan interest Why practitioners might need to ask more questions related to energy credit expenditures That managing client misinformation and expectations is a core busy-season skill, especially as guidance continues to evolve. AICPA resources Planning after tax changes FAQs on qualified tip and overtime deductions IRS Payment Modernization: Sending and Receiving Funds Electronically IRS Practice & Procedures Trump accounts under Sec. 530A — FAQs and insights 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 introduces a new segment called Questions from the OWLS, tackling one of the most common headaches in client bookkeeping: business expenses paid from personal funds. She walks through her "Bank of Bob" method, a dummy bank account in QuickBooks that captures the full detail of those transactions, and explains how to handle everything from owner equity cleanup to bartering arrangements.Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding SponsorsUNC - https://uqb.promo/unc
In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Jeff Greenfield, an entrepreneur, advisor, and founder of Provalytics, a leading attribution and measurement solution. Jeff discusses marketing attribution, the challenges marketers face in proving the impact of their campaigns, and the evolving role of FP&A in understanding marketing spend. He shares his entrepreneurial journey, from building an SEO platform to leading Provalytics in providing marketers with a single source of truth for their efforts.Jeff Greenfield is the co-founder and CEO of Provalytics, a "cookie-less" attribution solution that helps marketers demonstrate the value of upper-funnel channels like CTV, podcasting, and more. Before founding Provalytics, Jeff built and led multiple digital marketing companies, pioneering the use of data-driven approaches to improve marketing performance.Expect to Learn:The challenges marketers face in proving campaign ROI and how to overcome themWhy FP&A professionals should understand marketing's data modelsHow marketers and finance teams can align on data-driven goalsHow to ensure marketing budgets are being spent effectivelyHere are a few relevant quotes from the episode:“A great FP&A relationship is when marketing can demonstrate that their efforts are working and walk away with the budget they need.” – Jeff Greenfield“It's important to understand that marketing is not just about clicks, it's about capturing attention.” – Jeff GreenfieldJeff Greenfield shared valuable insights on the challenges of marketing attribution and how finance teams can collaborate with marketing to ensure efficient budget allocation. He emphasized the importance of understanding marketing data and aligning on a common measurement framework for 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 Jeff:LinkedIn: https://www.linkedin.com/in/jeffgreenfield/Company: https://provalytics.com/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[02:40] – Jeff's Background[03:33] – What Does Great FP&A Look Like?[08:21] – Measuring Revenue from Podcasts[11:25] – From Chiropractic to Marketing[15:10] – Founding Provalytics: Marketing Attribution[18:48] – The Google Tax in Attribution[29:46] – Why Google Isn't Enough Anymore[37:49] – AI and Podcast ROI[41:07] – Top Technical Skill for FP&A[48:00] – Last Questions & Final thought
"We always say 'Motivation is like a shower. You should visit it daily.' You have to keep yourself motivated every day. How do I get myself motivated and sold back on myself so that I can be the best version of how I want to show up for my clients?" –Julee Gracey In this episode, sales and marketing coach, speaker, and author of Highly Confident, Julee Gracey explains why confidence is the foundation of pricing, pitching, and growing a bookkeeping business. She shares practical strategies to help you strengthen your internal dialogue, communicate your value clearly, and attract higher-quality clients who are willing to pay for your expertise. In this episode, you'll learn: How to stop underpricing & stand firm behind your fees Why you must get sold on yourself before you try to sell your services How to identify your ideal clients & speak directly to their needs To learn more about Julee, click here. Follow Julee on Instagram. Get a copy of Highly Confident. Time Stamps 00:55 – Introduction to Julee & her background in sales 06:17 – Why confidence is required before you can sell 10:41 – Rewiring negative self-talk & managing imposter syndrome 14:01 – The difference between selling & closing 16:05 – Why you should stop handing out business cards 20:11 – Understanding the three types of clients 27:01 – How to overcome fear of networking events 33:21 – Shifting from price focus to return on investment 36:26 – A real example of raising prices & holding firm 40:29 – Overview of Julee's book Highly Confident This episode is brought to you by our great friends at BILL! They're hosting Bookkeeper Appreciation Week from March 30th to April 3rd—dedicated to recognizing the real work you do and giving you tools you can actually use to free up time for more strategic work. Get ready for 5 days of practical resources delivered straight to your inbox, plus live, CPE-eligible webinars! Register now at bill.com/successfulbookkeeper! Don't miss it!
GLP‑1 receptor agonists continue to generate clinical and media buzz, with new formulations, new approvals, and expanding areas of research. This course explores key updates, including the FDA approval of the first oral GLP‑1 for chronic weight management and ongoing investigations into GLP‑1 therapies for conditions beyond diabetes and obesity. You will gain a timely overview of recent developments in GLP‑1s and how pharmacists can anticipate and support their evolving role in patient care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTChristine Schumacher, PharmD, BCPS, BCACP, BCCP, BC-ADM, CDCES, FCCPProfessor, Pharmacy Practice and Clinical PharmacistMidwestern University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by enrolling in the course. Click here to enroll!CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize recent regulatory and clinical updates related to GLP‑1 receptor agonists, including new formulations.2. Describe emerging areas of research into the use of GLP‑1 therapies beyond diabetes and obesity treatment.Rachel Maynard has no relevant financial relationships with ineligible companies to disclose. Christie Schumacher is a speaker for and is on the advisory board for Abbott. All relevant financial relationships have been mitigated.0.1 CEU/1.0 HrUAN: 0107-0000-26-081-H01-PInitial release date: 3/9/2026Expiration date: 3/9/2027Additional CPE details can be found here.
GLP‑1 receptor agonists continue to generate clinical and media buzz, with new formulations, new approvals, and expanding areas of research. This course explores key updates, including the FDA approval of the first oral GLP‑1 for chronic weight management and ongoing investigations into GLP‑1 therapies for conditions beyond diabetes and obesity. You will gain a timely overview of recent developments in GLP‑1s and how pharmacists can anticipate and support their evolving role in patient care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTChristine Schumacher, PharmD, BCPS, BCACP, BCCP, BC-ADM, CDCES, FCCPProfessor, Pharmacy Practice and Clinical PharmacistMidwestern UniversityGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation to claim credit:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize recent regulatory and clinical updates related to GLP‑1 receptor agonists, including new formulations.2. Describe emerging areas of research into the use of GLP‑1 therapies beyond diabetes and obesity treatment.Rachel Maynard has no relevant financial relationships with ineligible companies to disclose. Christie Schumacher is a speaker for and is on the advisory board for Abbott. All relevant financial relationships have been mitigated.0.1 CEU/1.0 HrUAN: 0107-0000-26-081-H01-PInitial release date: 3/9/2026Expiration date: 3/9/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram
OFFRE EXCLUSIVE NordVPN ➼ https://nordvpn.com/ianetfrankEssayez-le sans risque dès maintenant, avec une garantie de remboursement de 30 jours.Aujourd'hui dans le podcast, on parle du jugement de la Cour suprême du Canada rendu unanimement dans l'affaire Québec (Procureur général) c. Kanyinda, qui ouvre les portes des garderies subventionnées du Québec (CPE) aux enfants des demandeurs d'asile. On analyse le raisonnement derrière la décision et on présente nos critiques par rapport à celle-ci, ainsi que les impacts qu'un tel jugement pourrait avoir sur la stabilité de notre filet social déjà fragile.DANS LA PARTIE PATREON, on commence en revenant sur la situation en Iran, où le régime encore en place a nommé le fils de l'ayatollah Khamenei, Mojtaba, comme nouveau leader suprême de l'Iran. Ensuite, on apprend que le gouvernement fédéral va donner 5,4 millions de dollars de fonds publics à des organisations de santé sexuelle et reproductive. Suivit de la lecture d'un texte lunaire dans Le Devoir sur la montée de l'extrême droite au Québec. On termine en parlant du passage du groupe de musique Angine de Poitrine à Tout le monde en parle : Joey nous fait écouter plusieurs extraits audio et on écoute aussi un sketch humoristique de la série britannique Mitchell and Webb.0:00 Intro2:44 Jugement de la Cour Suprême16:54 Les critiques à faire29:01 Texte de James Allan32:50 À venir dans le Patreon
In this episode, host April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, is joined by Kasey Pittman, Managing Director of Tax Policy — Cherry Bekaert. A recent Supreme Court decision invalidated key tariffs issued under the International Emergency Economic Powers Act (IEEPA) — raising major questions about refunds, executive authority and what comes next. We discuss the ruling itself, explain what tariffs are impacted and outline practical steps tax practitioners should consider right now for importer clients. What you'll learn from this episode: · Why the Supreme Court invalidated the IEEPA tariffs · Which tariffs are affected and which remain in place · What we know (and don't know) about potential refunds · How tax practitioners with importer clients can add value right now · What to watch next in tariff policy AICPA resources Supreme Court decisions: Implications for the tax and accounting profession Tariff Resource Center Tax implications of tariffs Other resources Global Business Alliance (GBA) Tariff Tracker 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.
Iran jour 7. Les chiffres de l’emploi font planter la bourse aux États-Unis. Carney au Japon. Décision CPE. Date budget. Sports: CH ce soir + date limite transactions LNH Tour de table entre Isabelle Perron, Alexandre Dubé et Mario Dumont. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radioPour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
Écoutez le meilleur de La commission du vendredi 6 mars 2026: Accès aux CPE: la Cour suprême tranche contre Québec; Sondages difficiles pour le PQ: «Soudainement, ça devient beaucoup plus difficile pour cet automne»; 500 médecins souhaitent tester des champignons magiques sur eux-mêmes; Votre chien est-il anxieux? La musique et les écrans pourraient être réparateurs. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée
Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907 Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode, host Paul Barnhurst is joined by Nick Desbarats, a data visualisation expert, bestselling author, and independent educator, to discuss data visualisation. Nick talks about the skills needed to create effective charts, how to avoid common mistakes, and the importance of understanding the "job" of a chart. He shares his journey from software executive to becoming an authority in the field and explains why the true skill of visualising data goes beyond knowing the software.Nick is the author of Practical Charts (Amazon #1 New Release) and the upcoming Practical Dashboards. He has taught thousands of professionals globally, including teams at NASA, Bloomberg, Visa, the United Nations, Shopify, and more. He is also the first educator authorised by Stephen Few to teach his foundational data visualisation workshops.Expect to Learn:Why understanding the "job" of a chart is more important than the data itselfThe key skills needed for creating effective chartsCommon mistakes in data visualisation and how to avoid themWhy empathy for your audience is crucial when designing visualsHow to decide when to use default charts vs. creating custom visualsHere are a few relevant quotes from the episode:“The real job of a chart is to serve people, not the software.” – Nick Desbarats“Data visualisation is not about the tool, it's about the message you want to convey.” – Nick DesbaratsNick Desbarats shared valuable insights on creating effective data visualisations, emphasizing the importance of understanding the purpose behind each chart. He highlighted key skills, common mistakes, and the need for empathy with your audience.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 Nick:LinkedIn: https://www.linkedin.com/in/nickdesbarats/Company: https://www.practicalreporting.com/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[03:33] – Nick's Background[05:32] – Key Skills for Data Visualisation Experts[09:50] – Executive to Data Viz Educator[12:35] – Book Recommendations[19:35] – Moving Beyond “It Depends”[26:08] – Common Finance Chart Mistakes[34:13] – The Pie Chart Dilemma[37:54] – AI in Data Visualisation[45:56] – Chart Type Selection Skills[58:30] – Final Wrap-up
What really happens after private equity buys your CPA firm? ParkerGale partner Devin Mathews joins Blake to unpack why partners cheer while staff chafe, how PE drives returns (bill rates, utilization, acquisitions), and what managers should demand: a clear value‑creation plan and a path to upside. They also dig into AI's true impact—raising the ceiling, squeezing entry‑level work—and why this might be your cue to start an AI‑first firm.Chapters(00:00) - Private Equity Meets AI (02:04) - Survey Shock Partners vs Staff (04:18) - How PE Boosts Profits (06:17) - Culture Clash and KPIs (09:29) - The New Owner Speech (23:15) - Lessons From Vets and Dentists (25:50) - Pricing Power and Workload (26:39) - How Firms Decide to Sell (27:12) - Deal Tensions Surface (27:25) - LOI And Data Deep Dive (28:20) - Pricing Pressure And Client Cuts (29:48) - Spreadsheet Management Shock (33:20) - Career Paths And Trust (35:02) - Demand The Value Plan (37:13) - Three Problems To Fix (40:00) - AI Threat Or Tailwind (41:35) - AI Reality Check (45:17) - Entry Level Gets Harder (48:47) - Start An AI First Firm (50:56) - Podcast And Farewell 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, Devin MathewsLinkedIn: https://www.linkedin.com/in/devinmathewsLearn more about ParkerGalehttps://www.parkergale.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
This episode explores how the recently enhanced AICPA Model Business Valuation (BV) Curriculum is designed to help prepare the next generation of valuation professionals. A panel of academics and practitioners discuss why the curriculum was developed, the challenges it aims to address along the ABV pathway, and how it introduces the analytical, modeling, and strategic advisory skills that today's market increasingly demands. The Curriculum provides a: Clear, confidence‑building pathway to the ABV credential that supports the accelerating demand for valuation expertise Cohesive, market‑relevant framework that unites accounting and finance to develop high‑impact analytics, modeling, and advisory capabilities Flexible, scalable structure that empowers institutions to elevate and differentiate their academic programs Guests: Dereck Barr-Pulliam, Ph.D. Director of the School of Accountancy and Associate Professor of Accounting at the University of Louisville Marcy Binkley, Ph.D., CPA, CMA, Assistant Professor of Accounting at Middle Tennessee State University Ernest Patrick Smith, CPA/ABV/CFF, Managing Partner, Nawrocki Smith LLP and Adjunct Professor Hofstra and SUNY Old Westbury Host: Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@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. AICPA Model Business Valuation Curriculum What is the ABV credential? Join the AICPA : This Way To CPA 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 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 FVS Valuation Podcast archives - Check out what we have to offer Women Leaders in Business Valuation The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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
This episode explores how the recently enhanced AICPA Model Business Valuation (BV) Curriculum is designed to help prepare the next generation of valuation professionals. A panel of academics and practitioners discuss why the curriculum was developed, the challenges it aims to address along the ABV pathway, and how it introduces the analytical, modeling, and strategic advisory skills that today's market increasingly demands. The Curriculum provides a: Clear, confidence‑building pathway to the ABV credential that supports the accelerating demand for valuation expertise Cohesive, market‑relevant framework that unites accounting and finance to develop high‑impact analytics, modeling, and advisory capabilities Flexible, scalable structure that empowers institutions to elevate and differentiate their academic programs Guests: Dereck Barr-Pulliam, Ph.D. Director of the School of Accountancy and Associate Professor of Accounting at the University of Louisville Marcy Binkley, Ph.D., CPA, CMA, Assistant Professor of Accounting at Middle Tennessee State University Ernest Patrick Smith, CPA/ABV/CFF, Managing Partner, Nawrocki Smith LLP and Adjunct Professor Hofstra and SUNY Old Westbury Host: Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc. Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@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. AICPA Model Business Valuation Curriculum What is the ABV credential? Join the AICPA : This Way To CPA 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 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 FVS Valuation Podcast archives - Check out what we have to offer Women Leaders in Business Valuation The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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 order to create that trust, you have to be honest enough to know that you're not the right person for everybody. But those people that you do connect with, when you find that connection, that is when you can start to go through that process." –Amy Jacobson In this episode, Australian emotional intelligence expert, speaker, and author of The Emotional Intelligence Advantage: Mastering Change and Difficult Conversations, Amy Jacobson explains why technical skill alone will not build a strong, sustainable bookkeeping firm. She shares how emotional intelligence drives trust, strengthens client relationships, and improves leadership inside growing firms, along with a practical five-step framework you can apply immediately. In this episode, you'll learn: How emotional intelligence builds client trust & retention How to adapt your communication style to different clients Why leadership requires a different skill set than bookkeeping To learn more about Amy, click here. Connect with her on LinkedIn. Buy her book, The Emotional Intelligence Advantage: Mastering Change and Difficult Conversations, at this link. Time Stamps 01:11 – Amy's background & her path into emotional intelligence 04:14 – A clear definition of emotional intelligence for business owners 06:08 – Where bookkeepers commonly struggle with EQ 09:51 – How trust is built through real connection 12:24 – The five-step emotional intelligence framework 15:11 – A real example of client loss due to poor communication 18:10 – Shifting from technical language to client-centered language 21:10 – Becoming part of the client's business instead of an outside vendor 23:44 – Why leadership is not the same as technical skill 27:13 – How reactive leadership drains time & energy 30:00 – A simple daily question to improve emotional intelligence 31:41 – Where to access Amy's books and free tools This episode is brought to you by our great friends at BILL! They're hosting Bookkeeper Appreciation Week from March 30th to April 3rd—dedicated to recognizing the real work you do and giving you tools you can actually use to free up time for more strategic work. Get ready for 5 days of practical resources delivered straight to your inbox, plus live, CPE-eligible webinars! Register now at bill.com/successfulbookkeeper! Don't miss it!
The Financial Accounting Standards Board has finalized standards for accounting for government grants received by business entities. Get the details. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:ASU 2025-10: Government Grants (Topic 832)Accounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
Roger and Annie check in mid-tax-season with a candid look at what's actually landing on desks — from W-2s showing overtime pay coded a half-dozen different ways to clients convinced their entire salary qualifies for the new deduction. They also break down the meal and entertainment changes taking effect in 2026, including why your office coffee pot is now a tax problem.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) - Mardi Gras Catch Up (01:53) - Tax Season Pulse Check (05:17) - New Tips and Overtime Law (07:07) - Tracking and Payroll Prep (10:58) - New Fees and Tip Confusion (12:46) - W2 Example Box 14 Codes (16:25) - Should We Ask About Overtime (20:36) - OT Premium Smell Test (24:39) - Weird W2 Overtime Codes (27:04) - Pay Stub Premium Math (29:25) - Pay Stub Math Costs (29:55) - Overtime Premium Basics (32:13) - W2 Box 14 Overtime (33:27) - When Details Are Missing (35:35) - Double Overtime Limits (36:18) - Salary vs Overtime Claims (38:36) - Due Diligence and Fees (41:01) - Meals Rules Change 2026 (45:01) - Zero Deduction Office Meals (45:37) - Coffee and Snacks Debate (48:59) - Client Education and COA (51:48) - IRS Paper Checks Ending (55:49) - Wrap Up and Next Steps Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.
Recent changes to childhood vaccine recommendations have introduced shared clinical decision‑making for several immunizations that were previously universally recommended, creating confusion among patients and providers alike. This course explains what shared clinical decision‑making means in the context of immunizations, examines how it affects pediatric vaccine discussions, and highlights opportunities for pharmacists to support informed, individualized conversations with patients and caregivers. You will gain clarity on how to apply shared clinical decision‑making principles—alongside proven health coaching strategies—to strengthen patient trust and foster more meaningful dialogue in pharmacy practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTElizabeth Skoy, PharmD, RPhProfessorNorth Dakota State University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by enrolling in the course. Click here to enroll!CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe shared clinical decision-making and how it applies to recent pediatric vaccine recommendations.2. Identify the pharmacist's roles in counseling, education, and facilitating shared clinical decision-making conversations with patients and caregivers. Rachel Maynard and Elizabeth Skoy have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-077-H01-PInitial release date: 3/2/2026Expiration date: 3/2/2027Additional CPE details can be found here.
Recent changes to childhood vaccine recommendations have introduced shared clinical decision‑making for several immunizations that were previously universally recommended, creating confusion among patients and providers alike. This course explains what shared clinical decision‑making means in the context of immunizations, examines how it affects pediatric vaccine discussions, and highlights opportunities for pharmacists to support informed, individualized conversations with patients and caregivers. You will gain clarity on how to apply shared clinical decision‑making principles—alongside proven health coaching strategies—to strengthen patient trust and foster more meaningful dialogue in pharmacy practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTElizabeth Skoy, PharmD, RPhProfessorNorth Dakota State UniversityGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation to claim credit:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe shared clinical decision-making and how it applies to recent pediatric vaccine recommendations.2. Identify the pharmacist's roles in counseling, education, and facilitating shared clinical decision-making conversations with patients and caregivers. Rachel Maynard and Elizabeth Skoy have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-077-H01-PInitial release date: 3/2/2026Expiration date: 3/2/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram
Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907 QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes
In this episode, Douglas A. Ross, MD, CPE, FACS, Chief Medical Officer at AdventHealth Carrollwood, discusses rising pressures from age related neurological conditions, the shift toward team based and community anchored care models, and how biomarkers, functional imaging, and AI supported screening are reshaping early detection and treatment across the AdventHealth network.
I have known so many great people who have not just made a difference in the industry, but a difference in my life, and Gavin Young from Vodafone is no exception. In this episode, we discuss a holistic view of technology, the era of smart CPE and smart networks, and how operators face an exhausting goal of ensuring things “just work” for everyone, all the time.
In this episode, Douglas A. Ross, MD, CPE, FACS, Chief Medical Officer at AdventHealth Carrollwood, discusses rising pressures from age related neurological conditions, the shift toward team based and community anchored care models, and how biomarkers, functional imaging, and AI supported screening are reshaping early detection and treatment across the AdventHealth network.
As gabapentin climbs the ranks to become one of the most prescribed medications in the U.S., questions about its safety and scope of use are also rising. This episode explores recent trends in gabapentin use, highlights key patient safety concerns, and examines pharmacist-led opportunities to reduce risks through education and medication review. You will walk away with timely insights to help navigate the growing complexities and responsibilities associated with gabapentin use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTNakia Duncan, PharmD BCGP, BCPSAssociate Professor/ Pain& Palliative Care Clinical PharmacistTexas Tech Health Science Center - School of Pharmacy Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize recent national prescribing trends and safety concerns associated with gabapentin use.2. Identify pharmacist-led strategies to support safe use, patient education, and medication review involvinggabapentin.Rachel Maynard and Nakia Duncan have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-053-H01-PInitial release date: 2/23/2026Expiration date: 2/23/2027Additional CPE details can be found here.
As gabapentin climbs the ranks to become one of the most prescribed medications in the U.S., questions about its safety and scope of use are also rising. This episode explores recent trends in gabapentin use, highlights key patient safety concerns, and examines pharmacist-led opportunities to reduce risks through education and medication review. You will walk away with timely insights to help navigate the growing complexities and responsibilities associated with gabapentin use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTNakia Duncan, PharmD BCGP, BCPSAssociate Professor/ Pain& Palliative Care Clinical PharmacistTexas Tech Health Science Center - School of PharmacyGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEPurchase the Clinical Update Series or this course individually to receive the exclusive downloadable practice resource handout to use as a reference guide to the podcast. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Summarize recent national prescribing trends and safety concerns associated with gabapentin use.2. Identify pharmacist-led strategies to support safe use, patient education, and medication review involvinggabapentin.Rachel Maynard and Nakia Duncan have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-053-H01-PInitial release date: 2/23/2026Expiration date: 2/23/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram
In this episode, Neil Roy, MD, MBA, FACEP, CPE, Vice President of Diagnostic and Operative Services and Chief Medical Officer at Adventist HealthCare, shares how marketplace rounds, high risk discharge clinics, and remote monitoring cut length of stay by up to 15 percent and lowered readmissions below 10 percent, while strengthening physician engagement and preparing for AI driven patient flow innovation under Maryland's global budget model.
Intuit moved up the pricing deadline for Accountant Suite add-ons to May 1st, which means less time to evaluate whether Books Close and the Accelerate dashboard are worth paying for. Dan DeLong walks Alicia through a live demo of Books Close — including reconciliation from outside the client file, transaction anomaly detection, W-9/1099 management, and the team workflow features — so you can decide if it fits your practice. Fair warning: you can onboard clients into Books Close right now, but you can't offboard them yet.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome + Dan DeLong joins the podcast (and the matching shirts) (01:01) - Tax-season chaos & the surprise IAS pricing timeline change (04:57) - Clearing up what's still free vs paid: ProAdvisor portal vs add-ons (05:43) - Accelerate vs Books Close: what each add-on actually does (07:14) - Hands-on with Intuit Accountant Suite: the new dashboard & widgets (10:27) - Accelerate pricing breakdown: $149/month firm-wide (no per-user fee) (16:18) - Books Close vs Books Review (and other tools): who it's for (30:01) - Client “Requests” messaging: asking questions on transactions (32:35) - Game-changer feature: reconciling accounts from Books Close (36:32) - How to Submit Beta Feedback (and What to Ask For) (41:41) - Books Close Transaction Reviews: Attachments, Thresholds & Exclusions (45:50) - Catching Automation Mistakes: Bank Rules & AI Auto-Posted Transactions (48:51) - Unapplied Payments + Other “Coming Soon” Anomaly Checks (55:04) - Pricing Breakdown + The Big Beta Problem: You Can't Offboard Clients (59:54) - Wrap-Up: YouTube Demos, Community Updates, and What's Next LINKSBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/editAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907 Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Rey del Valle to discuss what it really takes to move from reporting the business to steering it. Rey shares lessons from more than 25 years across media, entertainment, ecommerce, and fintech, explaining why curiosity, collaboration, and driver-based modeling are essential to effective finance leadership.Rey del Valle is a strategic CFO with deep roots in FP&A, having built his career at organizations such as FedEx, Norwegian Cruise Line, MTV Networks, and The Walt Disney Company. He has since served as CFO and advisor for companies including Ticketmaster, AXS, Guitar Center, OpenX, and several entertainment-focused fintech platforms.Expect to Learn:What great FP&A looks like beyond spreadsheets and reportingThe biggest mindset shift required when moving from FP&A to CFOWhy curiosity and operational understanding matter in financeHow collaboration plays a key role in successful turnaroundsHow benchmarks and driver-based models uncover opportunitiesHere are a few relevant quotes from the episode:“FP&A is about taking data and turning it into actionable insight so the business can actually do something with it.” - Rey del Valle“Our role in finance is not to look at numbers for their own sake, it is to help the company make better decisions.” - Rey del ValleRey shares practical insights on how FP&A teams can become stronger strategic partners by understanding business drivers, building models that support decision-making, and working closely with operations. He emphasizes that finance leaders create the most value when they listen first, stay curious, and help teams translate strategy into execution, especially during periods of change.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 Rey:LinkedIn - https://www.linkedin.com/in/reydelvalle/Company - https://www.linkedin.com/company/everestadvisorsllc/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's...
Native English speakers answer exam-style questions about extremes.In this episode you will learn lots of useful vocabulary for talking about doing extreme things, plus some lovely idioms. In terms of grammar, we have inverted conditionals, past perfect tense and we also look at how to use either and neither. There's input from quite a diverse bunch of speakers today, from snowstorms in Boston, to helping pregnant woman in Ireland to doing a dance marathon in New York, so lots of great listening practice for you.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 showSupport the show
FASB issued an Accounting Standards Update that makes improvements to hedge accounting. Get an overview of the changes. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:FASB ASU 2025-09: Derivatives and Hedging (Topic 815) Hedge Accounting ImprovementsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group
NAEA President Jennifer MacMillan joins Roger and Annie to talk about what she's hearing from enrolled agents on the front lines this tax season — including an IRS that's putting undertrained staff on the phones, backlogs that aren't getting resolved, and one practitioner who made 25 calls on a single issue without ever getting an answer. They also dig into the bipartisan push for minimum preparer standards, NAEA's win on Oregon licensing, and why Jennifer thinks managing client expectations around social security, tips, and overtime is going to be one of the biggest challenges of the season.SponsorsPadgett - Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome to Federal Tax Updates (03:55) - Jennifer's Journey (05:55) - Selling a Tax Practice the Smart Way: Timing, Systems, and Profitability (08:36) - What NAEA Offers: Community Support, Web Board, and Member Resources (09:54) - IRS Service Breakdown: Phone Lines, Staffing Losses, and Backlog Reality (12:43) - Real-World IRS Call Horror Stories: POA Issues, Callbacks, and TAS Limits (15:09) - Returns & Refunds: E-File Works—But Humans and Paper Still Slow Everything (16:34) - Managing Client Expectations in a Misinformation Tax Year (20:32) - Pricing Your Expertise: Value Billing, Fee Schedules, and Getting Paid for Knowledge (26:30) - Why Community Matters + The Accounting Today Webinar Recap (28:43) - Tax season prep: new laws, IRS notices & online accounts (30:59) - DC advocacy + NAEA Fly-In (May 5–6): what to expect (32:05) - Minimum standards for paid preparers: the bipartisan push (34:50) - Why regulation matters: tax gap, weak enforcement & bad actors (41:18) - State battles: Oregon licensing surprise + Minnesota win (48:09) - Join NAEA: member benefits, volunteering & community (51:07) - Wrap-up: upcoming topics and tax-season sendoff 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.
I dig into the Kentucky Auditor's report that found over $133 million in questionable spending by the Beshear administration. The report found issues with:
Recent updates to U.S. guidelines for HIV post‑exposure prophylaxis (PEP) provide modernized recommendations for both non‑occupational and occupational exposures — reflecting advances in antiretroviral therapy and evolving evidence. This course summarizes key changes, including preferred regimens, testing/follow‑up modifications, and special‑population considerations, and explores how these updates influence clinical practice. You will gain the practical knowledge needed to inform prompt PEP decision‑making, patient counseling, and care coordination.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKenric Ware, Pharm DClinical Associate Professor of Pharmacy PracticeMercer University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current guideline recommendations for initiating HIV PEP after occupational and non-occupational exposure.2. Describe key considerations for selecting and managing HIV PEP regimens.Rachel Maynard and Kenric Ware have no relevant financial relationships with ineligible companies to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-052-H01-PInitial release date: 2/16/2026Expiration date: 2/16/2027Additional CPE details can be found here.
Recent updates to U.S. guidelines for HIV post‑exposure prophylaxis (PEP) provide modernized recommendations for both non‑occupational and occupational exposures — reflecting advances in antiretroviral therapy and evolving evidence. This course summarizes key changes, including preferred regimens, testing/follow‑up modifications, and special‑population considerations, and explores how these updates influence clinical practice. You will gain the practical knowledge needed to inform prompt PEP decision‑making, patient counseling, and care coordination.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTKenric Ware, Pharm D Clinical Associate Professor of Pharmacy PracticeMercer UniversityGET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation to claim credit:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Identify current guideline recommendations for initiating HIV PEP after occupational and non-occupational exposure.2. Describe key considerations for selecting and managing HIV PEP regimens.Rachel Maynard and Kenric Ware have no relevant financial relationships with ineligible companies to disclose. 0.05 CEU/0.5 HrUAN: 0107-0000-26-052-H01-PInitial release date: 2/16/2026Expiration date: 2/16/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram
Our guest: Kat McGraw MD, FHM, CPE, Chief Medical Officer at Guava Health. Guava's mission is to empower people to understand and improve their health. Learn More at: https://guavahealth.com/
Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe 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 Aswin Saravanan, VP of Finance at Qualtrics, to explore what it really takes for FP&A teams to move from insight to action. Aswin shares why trust is the foundation of strategic finance, how culture and vision enable better decision making, and why simplicity in financial modeling often delivers the greatest impactAswin is a strategic finance leader with over a decade of experience across global technology companies. He specializes in connecting strategy to execution and helping finance drive business outcomes. Currently the VP of Finance at Qualtrics, he brings deep expertise across corporate, product, and go-to-market finance. He has previously held leadership roles at Microsoft and HubSpot.Expect to LearnWhat great FP&A looks like as a strategic business partnerWhy is trust required to move from insight to actionHow culture and vision shape high-performing FP&A teamsThe importance of simple financial models over complex onesHow FP&A teams create strategic value that influences the futureHere are a few relevant quotes from the episode:“Taking something from insight to action requires trust. Without trust, nothing really moves.” - Aswin Saravanan“Great FP&A is when the team can be a proactive strategic partner and actually change the trajectory of the company.”- Aswin SaravananAswin Saravanan shares practical insights on how FP&A teams can move from reporting to truly influencing business outcomes. By building trust, setting a clear vision, and keeping financial models simple, finance leaders can turn insight into action. The conversation reinforces that strategic value comes from helping the business make better decisions about the future.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 Aswin:LinkedIn - https://www.linkedin.com/in/aswinsaravanan/Company - https://www.linkedin.com/company/qualtrics/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In...
Learning Objectives:By completion of this program, attendees will be able to:Evaluate VTE risk factors in medical patients and apply appropriate prophylaxis strategies.Develop a management plan for VTE prophylaxis in post-surgical patients, including considerations for bleeding risk.Analyze VTE prophylaxis recommendations specific to neurosurgical and orthopedic populations.Apply VTE prevention strategies in trauma patients while considering contraindications and optimal dosing.Speaker:Thomas Vendegna, MD, CMO, Central Coast, California MarketModerator:John Morelli, MD, System Vice President, Acute Care Clinical Service Line, Physician EnterprisePanelists:Christian Chiavetta, DO, FACOI, FACP, SFHM, Medical Director, Northridge Hospital Medical CenterRuby Skinner, MD, FACS, CMO, Community Hospital of San BernardinoWilliam Wang, MD, DrPH, CPE, CMO, Glendale Memorial Hospital and Southern California MarketWyndham Strodtbeck, MD, System Vice President, Anesthesia and Perioperative Medicine, Physician Enterprise
durée : 00:28:23 - Entendez-vous l'éco ? - par : Aliette Hovine - Il y a vingt ans, des mobilisations massives obtenaient le retrait du CPE (Contrat Première Embauche). Depuis, les dispositifs misant sur la formation et l'accompagnement se succèdent, au risque parfois de faire patienter les jeunes dans un sas professionnel précaire. - invités : Florence Ihaddadene Sociologue de la jeunesse et du travail, maîtresse de conférences à l'université Picardie Jules Vernes; Jérôme Gautié Professeur d'économie à l'Université Paris 1 Panthéon-Sorbonne
durée : 00:58:37 - Entendez-vous l'éco ? - par : Aliette Hovine - 20 ans après les mobilisations contre le Contrat Premier Embauche, plus de 18% des jeunes actifs sont encore au chômage en France. Après un bilan des politiques de lutte contre le chômage des jeunes, remontons aux origines de la doctrine commerciale française avec Léo Charles. - invités : Jérôme Gautié Professeur d'économie à l'Université Paris 1 Panthéon-Sorbonne; Florence Ihaddadene Sociologue de la jeunesse et du travail, maîtresse de conférences à l'université Picardie Jules Vernes; Léo Charles Maître de conférences en sciences économiques à l'Université de Rennes 2
Scaling user acquisition has become harder to justify and even harder to predict. App teams are under pressure to grow faster while proving, with real data, that every dollar spent delivers meaningful results beyond the install. In this episode, we're sharing an App Talk interview where David Murphy speaks with Lee Aho, Chief Revenue Officer at Perform[cb]. Lee explains how outcome-based user acquisition models help brands move past surface-level metrics like CPI and focus instead on the downstream events that actually define quality — from registrations and deposits to trades, wagers, and long-term value. Today's topics include: How outcome-based user acquisition shifts optimization from installs to the actions that truly define user quality The role of CPI and CPE models — and why they aren't competing approaches when paired with the right down-funnel signals Using cross-program data and pattern recognition to drive more predictable and scalable UA performance Why keyword conquesting remains one of the most effective ways to accelerate organic lift through paid investment How rewarded environments and structured pilot programs can unlock high-intent users and long-term partnerships Links and Resources: Lee Aho on LinkedIn Perform[cb] website Business Of Apps - connecting the app industry Quotes from Lee Aho “We're only getting paid for net new users, so all of our optimization centers around the outcomes that brands tell us are their leading indicators of quality.” “When you're looking at hundreds of programs, you're not just seeing what happened — you're starting to see what's about to happen.” “Brands want user acquisition that scales in a predictable way, and that's where performance-based models can really help.” Host Business Of Apps - connecting the app industry since 2012
Recent developments in HIV prevention — including the FDA approval of a 6‑month injectable option and updated clinical guidance — are changing the landscape of Pre-Exposure Prophylaxis (PrEP) therapy. This course reviews the latest developments, compares prevention strategies, and examines how these changes affect PrEP delivery, counseling, and monitoring. You will gain timely insights to better counsel patients, support adherence, and contribute to prevention strategies in your practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDavid Hachey, PharmD, AAHIVP Professor Idaho State University Pharmacists, REDEEM YOUR CPE HERE!CPE is available to Health Mart franchise members onlyTo learn more about Health Mart, click here: https://join.healthmart.com/CPE INFORMATION Learning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe key new HIV PrEP therapy options recently approved or recommended, including their dosing schedules and clinical indications.2. Identify pharmacist responsibilities when counseling patients about PrEP, including initiation, adherence, monitoring, and risk-benefit discussions. Rachel Maynard and David Hachey have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-049-H01-PInitial release date: 2/9/2026Expiration date: 2/9/2027Additional CPE details can be found here.
Recent developments in HIV prevention — including the FDA approval of a 6‑month injectable option and updated clinical guidance — are changing the landscape of Pre-Exposure Prophylaxis (PrEP) therapy. This course reviews the latest developments, compares prevention strategies, and examines how these changes affect PrEP delivery, counseling, and monitoring. You will gain timely insights to better counsel patients, support adherence, and contribute to prevention strategies in your practice.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Clinical Editor, CEimpactLead Editor, PyrlsGUESTDavid Hachey, PharmD, AAHIVP Professor Idaho State University GET CE FOR THIS LISTENING!The GameChangers Clinical Update Series for Pharmacists delivers 52 expert-led podcast episodes and 30+ hours of clinically actionable continuing education, all for a one-time purchase of just $99—that's less than $3 per hour for high-impact learning you can apply immediately in practice. Click here to enroll. PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the GameChangers Clinical Update Series. CPE REDEMPTIONThis course is accredited for continuing pharmacy education! Click the link below that applies to you to take the exam and evaluation:If you are already enrolled in this course, click here to redeem your credit. To purchase the Clinical Update Series and claim your CPE credit, click here or to purchase this course individually, click here. CPE INFORMATIONLearning ObjectivesUpon successful completion of this knowledge-based activity, participants should be able to:1. Describe key new HIV PrEP therapy options recently approved or recommended, including their dosing schedules and clinical indications.2. Identify pharmacist responsibilities when counseling patients about PrEP, including initiation, adherence, monitoring, and risk-benefit discussions. Rachel Maynard and David Hachey have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-049-H01-PInitial release date: 2/9/2026Expiration date: 2/9/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram
In this joint episode with the Personal Financial Planning (PFP) podcast, hosts Cary Sinnett, CPF, CAP, CFT-1, CExP, and April Walker, CPA, CGMA, Senior Manager — AICPA & CIMA, are joined by is joined by Sebrina Ivey, CPA/PFS to explore Trump accounts, also known as Sec. 530A accounts. These accounts are a new tax-advantaged savings vehicle for children created under H.R 1, P.L. 119-21, the law known as the One Big Beautiful Bill Act (OBBBA). The episode focuses on what CPAs need to know now to advise families on coordinating these accounts with broader tax, estate and financial plans. NOTE: Gift tax return/GST tax return requirements for contributions to a Trump Account: At this time, Treasury and the IRS have not provided guidance under Sec. 530A clarifying that contributions to Trump Accounts are considered a completed gift of a present interest in property eligible for the annual gift tax exclusion ($19,000 per recipient for 2026 gifts). Without further guidance, it appears any contribution to a Trump Account will be considered a taxable gift of a future interest and therefore subject to both gift and GST tax — effectively reducing a taxpayers' federal estate tax lifetime exclusion ($15M for deaths occurring in 2026). What you'll learn from this episode: What Trump Accounts are and how they fit alongside 529s, Roth IRAs and custodial accounts Understand who can contribute and how much to Trump Accounts Key contribution, investment and compliance rules for these accounts How to plan ahead for key transition points Resources Trump Accounts under Sec. 530A — Timeline and insights IRS Trump Accounts IRS Notice 2025-68 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 Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In this episode of FP&A Unlocked, host Paul Barnhurst sits down with Ned Harding - a true pioneer in the data analytics space - to talk about why most data tools still don't meet the needs of today's collaborative teams. From building Alteryx from the ground up to launching a new venture (Enso Analytics), Ned shares his take on what's broken in data workflows and how FP&A teams can fix it.Ned Harding is the Chief Product Officer at Enso Analytics, a platform that helped define the self-service analytics category. He started coding at eight years old, taught himself from PDP-11 manuals, and has spent the last two decades creating tools used by hundreds of thousands of analysts worldwide. He's a product guy through and through, and he's on a mission to help teams work smarter with their data.Expect to Learn:Why most data tools fall short when it comes to real team collaborationThe importance of repeatability and testing in FP&A workflowsHow to avoid common pitfalls with AI and overfitting in forecastingWhy Excel is both a lifesaver - and a landmineHow to build a true “culture of analytics” across your entire orgHere are a few relevant quotes from the episode:“The biggest successes happen when teams collaborate - analytics shouldn't be a solo act.”- Ned Harding“If your team's not getting value from your data work, you're not doing your job.”- Ned HardingNed shares practical insights on how FP&A teams can become strategic partners by embracing collaborative, repeatable analytics. He emphasizes the value of integrating data across teams, avoiding AI pitfalls, and applying the scientific method to drive consistent, data-informed 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 Ned:LinkedIn - https://www.linkedin.com/in/ned-harding-34a57526/Company - https://www.linkedin.com/company/enso-analytics/Website - https://ensoanalytics.comEarn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul...
Alicia walks through her systematic approach to year-end cleanup, explaining why many business owners' books contain errors that go unnoticed until tax time. She covers the most common trouble spots—from duplicate revenue in undeposited funds to improperly categorized transactions—and demonstrates how to use QuickBooks' built-in tools like the Reclassify feature and Report Options to fix problems at their source rather than just making adjusting journal entries. The episode emphasizes why proper cleanup matters: automations and banking feeds learn from past behavior, so correcting the underlying transactions prevents the same mistakes from recurring year after year.Sponsors(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:25) - Year-End Cleanup for Tax Time (02:30) - Importance of Accurate Bookkeeping (04:32) - QuickBooks Tools for Cleanup (14:49) - Reconciling Accounts Properly (18:19) - Categorizing Transactions Correctly (20:51) - Adjusting Inventory and Equity (24:42) - Analyzing Reports for Anomalies (26:03) - Conclusion and Class Promotion Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
What happens when the need to appear competent becomes the very thing that disconnects us from others—and from ourselves? In this deeply honest and surprisingly funny conversation, Ian welcomes author, speaker, and Enneagram Three, Steve Cuss for a wide-ranging dialogue on anxiety, performance, false self, and the quiet freedom that comes with becoming more human-sized. Drawing from Steve's experience as a hospital chaplain, pastor, and leadership consultant, they explore why our most polished coping strategies often come from fear, how predictable patterns keep us stuck, and why anxiety is so contagious in families, churches, and organizations. Along the way, they unpack the Enneagram Three's drive to succeed, the exhaustion of self-presentation, the difference between ambition and authenticity, and why true maturity looks a lot like being relaxed—no masks required. Expect stories, laughs, hard-earned wisdom, and a refreshing reminder that you don't have to win the room to belong in it. If your nervous system needs a deep breath and your soul could use some permission to stand down from proving itself, this episode is for you. About Steve Cuss Steve Cuss, M.Div. is a pastor, former chaplain, and founder of Capable Life, which helps people lower internal and relational anxiety in the workplace and homeplace. Steve is a Spiritual Care Professional in the Association of Clinical Pastoral Education, holding 1600 hours of supervised ministry in CPE and a Masters degree focusing on Family Systems Theory and Theology. Steve, his wife, Lisa, and their two sons and a daughter live in Erie, Colorado. Connect with Steve at: Website: https://capablelife.com and https://stevecusswords.com Soul Care Intensives: https://capablelife.com/pages/intensives Podcast: Being Human with Steve Cuss Instagram | X