Podcasts about cpe

Primary open-angle glaucoma is a progressive eye disease that can lead to irreversible vision loss without timely treatment and ongoing monitoring. This course reviews practical approaches to glaucoma management, including treatment goals, common medication options, and factors that influence adherence and long-term disease control. You will be better prepared to support patients receiving glaucoma therapy through medication counseling, adherence support, and reinforcement of appropriate follow-up care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTStephanie Conway-Allen, PharmDAssociate Professor of Pharmacy Practice,Massachusetts College of Pharmacy and Health Sciences Worcester/ManchesterPharmacists, 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 treatment goals and common management strategies for primary open-angle glaucoma.2. Explain pharmacist-relevant considerations for counseling and supporting patients receiving glaucoma therapy.Rachel Maynard and Stephanie Conway-Allen have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-252-H01-P Initial release date: 7/20/2026Expiration date: 7/20/2029Additional CPE details can be found here.

Primary open-angle glaucoma is a progressive eye disease that can lead to irreversible vision loss without timely treatment and ongoing monitoring. This course reviews practical approaches to glaucoma management, including treatment goals, common medication options, and factors that influence adherence and long-term disease control. You will be better prepared to support patients receiving glaucoma therapy through medication counseling, adherence support, and reinforcement of appropriate follow-up care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTStephanie Conway-Allen, PharmDAssociate Professor of Pharmacy Practice,Massachusetts College of Pharmacy and Health Sciences -Worcester/Manchester GET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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 treatment goals and common management strategies for primary open-angle glaucoma.2. Explain pharmacist-relevant considerations for counseling and supporting patients receiving glaucoma therapy. Rachel Maynard and Stephanie Conway-Allen have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-252-H01-P Initial release date: 7/20/2026Expiration date: 7/20/2029Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Native English speakers answer exam-style questions about help.Warning! This episode is full of phrasal verbs!!!!!As we have speakers from different parts of the world it's fascinating to hear their opinions on this topic and how giving help is different between cities and the countryside, between the past and the present and also between different countries. 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 sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign 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 features returning guest Jack McCullough, founder of the CFO Leadership Council, for a conversation about The Rodman Paradox and what it means for FP&A teams. The discussion explores how specialists can create outsized value, how leaders should recognise them, and how to manage them without turning them into the wrong kind of generalist.Jack McCullough is the founder and president of the CFO Leadership Council, a professional community he built to empower senior financial executives through peer learning and collaboration. Over the course of his career, Jack has served as chief financial officer for twenty-six companies, leading not only finance but also business development, HR, and IT functions.Expect to Learn:Build FP&A teams with the three Cs: communication, curiosity, courage.Rare specialists can outperform broad generalists.Spot true critical specialists vs. those who just seem important.Find hidden influence by who people turn to in crises.Avoid promoting specialists away from their best work.Here are a few relevant quotes from the episode:You want to encourage a culture of what I call the three Cs, which are communications, curiosity, and courage." – Jack McCullough"The Rodman paradox is there might be people that on the surface seem like they have a limited skillset, but because there are so few people who can do it well, they may actually be more important to your organisational success than executives." – Jack McCulloughJack brings the perspective of a seasoned CFO, author, and adviser who has spent years thinking about financial leadership, specialist talent, and the skills that matter most in modern finance.Follow Jack:Website - https://cfoleadershipcouncil.com/LinkedIn - https://www.linkedin.com/in/jackmcculloughcfo/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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[01:42] – Jack shares the coming book The Rodman Paradox[05:56] – The three Cs for strong FP&A teams[07:27] – Why the book is about specialists, not basketball[13:15] – How to spot a Rodman through influence and crisis[20:19] – Managing specialists through motivation and bureaucracy[30:05] – AI may increase the value of specialists[33:42] – Career advice for future CFOs and FP&A leaders[40:57] – Reflecting on the ultimate interview opportunities[45:57] – Wrap-up

Welcome back to Sustainability Street, CPE's podcast on the intersection of commercial real estate and the world we live in.For this episode, I'm talking about nuclear energy with Jon Lemmond, growth lead for sustainable operations, smart building services and energy engineering for real estate management services at JLL. There is a push to bring nuclear energy back into the mainstream power landscape. Its return would ease energy concerns and siting constraints for the fast-growing data center business and heavy industrial users. "If we can build nucler in a cost efficient way, once it's built, that's a huge amount of base loand that should then help us site more, build more and then also help minimize the cost increases from energy usage," Lemmond told me.But nuclear has sustainability downsides as well, and, Lemmond explained, its complex history has created a patchwork regulatory framework that will make progress difficult.Here are some highlights from our conversation:(02:26) Making of an energy expert(05:51) The federal push for nuclear(09:51) Nuclear and siting capability(15:08) A nation divided on nuclear(19:28) Shifting public opinion(20:48) Sustainability upsides/downsides(25:50) Elsewhere in energy innovation(30:41) For further information

In his senior year at UCLA, Alan L. Green secured an internship as an actuary with Equity Funding, a fast-growing financial conglomerate. Only a short time later, he was invited to play a small part in a fraud that would eventually be exposed as one of the biggest corporate scandals of the 20th century.SponsorsC&R Consulting - https://ohmyfraud.promo/cnr Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Resources Billion Dollar Bubble (1978) [YouTube]I led 66,000 Lives [Rolling Stone]

Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value.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 Back Annie (00:50) - Previewing The Conference Talk (02:46) - Clients Want Advisory (08:09) - AI And The Future (10:03) - ERC Lessons Learned (15:16) - Tools For Fast Changes (17:29) - Marketing Beyond Clients (26:05) - OBBA And Data Mining (31:14) - Invest in Tech Stack (32:16) - OBB Client Communication (34:58) - Kwong Case Refund Window (39:29) - Data Mining and Online Accounts (41:45) - Communicate Even If Referring (46:18) - From Awareness to Action Plan (48:08) - AI as Drafting Assistant (49:39) - Future of Advisory Work (53:18) - AI Judgment and Pricing (58:08) - Wrap Up and Next Updates 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.

International travel exposes patients to a range of infectious disease risks, making pre-travel planning and vaccination an important part of patient care. This course reviews recent travel health updates, including vaccine recommendations, emerging safety considerations, and prevention strategies for common travel-related illnesses. You will be better prepared to provide evidence-based recommendations, assess patient risk, and counsel travelers on vaccines and preventive measures before international travel. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTLana Saad Sherr, PharmDAssistant Dean for Professional Affairs,University of Maryland Eastern Shore 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 key vaccine recommendations and safety considerations for patients traveling internationally.2. Describe prevention strategies for common travel-related infectious diseases, including mosquito-borne illnesses.Rachel Maynard and Lana Sherr have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-251-H01-P Initial release date: 7/13/2026Expiration date: 7/13/2027Additional CPE details can be found here.

International travel exposes patients to a range of infectious disease risks, making pre-travel planning and vaccination an important part of patient care. This course reviews recent travel health updates, including vaccine recommendations, emerging safety considerations, and prevention strategies for common travel-related illnesses. You will be better prepared to provide evidence-based recommendations, assess patient risk, and counsel travelers on vaccines and preventive measures before international travel.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTLana Saad Sherr, PharmDAssistant Dean for Professional Affairs,University of Maryland Eastern ShoreGET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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 vaccine recommendations and safety considerations for patients traveling internationally.2. Describe prevention strategies for common travel-related infectious diseases, including mosquito-borne illnesses.Rachel Maynard and Lana Sherr have no relevant financial relationships to disclose.0.05 CEU/0.5 HrUAN: 0107-0000-26-251-H01-P Initial release date: 7/13/2026Expiration date: 7/13/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Office-to-residential conversions continue to dominate conversations across commercial real estate, but not every building is a good candidate for adaptive reuse. From floor plate configurations and structural systems to government incentives and seismic upgrades, successful conversions depend on a complex mix of architectural, technical and financial considerations.In the latest episode of Commercial Design Lab, San Francisco-based architect and structural engineer Charles Bloszies joined CPE's Beata Lorincz to discuss the realities of adaptive reuse, drawing on nearly four decades of experience working on rehabilitation, urban infill and conversion projects.

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKSNew QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907CAS Academy https://goakadian.com/cas-academyWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with Etinosa Agbonlahor, behavioral economist and Founder & CEO of Decision Alpha, to discuss why pricing is one of the biggest drivers of business success. They explore how customer psychology influences pricing, why many companies underprice their products, and how FP&A can play a more strategic role in pricing decisions.Etinosa Agbonlahor is a behavioral economist and pricing strategist who helps businesses improve pricing through behavioral science and customer insights. As Founder & CEO of Decision Alpha, she has advised organizations across the US, Australia, Africa, and the UK on pricing, customer behavior, and growth. She is also the author of How to Talk to Your Parents About Money.Expect to Learn:Why most businesses underprice their productsHow customer psychology influences pricingThe role of FP&A in pricing strategyWhen outcome-based pricing works bestWhy storytelling makes data more impactfulHere are a few relevant quotes from the episode:"The problem with underpricing is that no one is going to tell you you're underpriced." – Etinosa Agbonlahor"People don't walk around knowing what your product should cost, they infer your value from your price." – Etinosa AgbonlahorEtinosa shares practical strategies for improving pricing through customer research, behavioral economics, and data-driven decision-making. This episode is ideal for FP&A professionals, finance leaders, and business owners looking to build stronger pricing strategies. Follow Etinosa:Website - https://playbook.decisionalpha.co/LinkedIn - https://www.linkedin.com/in/etinosasere/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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details. In Today's Episode[00:00] – Trailer[05:18] – What Great FP&A Looks Like[06:12] – Why Pricing Drives Business Success [10:03] – Why Businesses Underprice[17:23] – Customer Segmentation[24:02] – FP&A and Pricing[29:28] – Behavioral Pricing Framework[34:12] – AI & Outcome-Based Pricing[46:05] – Data Storytelling[57:02] – Final Advice

AICPA system and organization controls (SOC) reporting has become a cornerstone of trust in today's technology-driven market. But does too much reliance on SOC 2 reports create a false sense of security? This episode discusses why over-reliance can be risky. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA guides peer reviewers to address SOC 2 risksAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group 

Could Florida have quietly unraveled CPA licensure? In this episode, Blake Oliver talks with FICPA CEO Shelly Weir about the legislation that threatened to eliminate Florida's Board of Accountancy, scrap CPE requirements, and weaken the CPA license. Shelly explains how the profession fought back, why mobility and interstate commerce were central to the case, and where CPAs can embrace smart modernization without giving up public protection.Chapters(00:00) - EAP 116 Interview: Shelly Weir of FICPA on the Fight to Save the CPA in Florida (01:10) - Why Shelley Stayed Quiet (03:09) - What the Bill Proposed (07:23) - Why Deregulation Happened (09:33) - How FICPA Beat It (12:44) - Mobility and Modernization (15:54) - Threading the Needle (17:56) - Compromise Ideas Ahead (21:49) - Midnight Capitol Showdown (24:00) - CPE and Future Reforms (26:16) - Will It Return (27:55) - Closing Thanks and Call 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 Shelly WeirLinkedIn: https://www.linkedin.com/in/shellysiceloffLearn more about the Florida Institute of Certified Public Accountantshttps://www.ficpa.org/aboutConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Deprescribing is an important component of patient care as medication regimens are reassessed to ensure ongoing appropriateness, safety, and alignment with patient goals. This course reviews key deprescribing principles, including when it may be appropriate to discontinue therapy and important considerations for patient monitoring and follow-up. You will be better prepared to support evidence-based deprescribing decisions and collaborate with patients and providers to optimize medication use. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTKristin S. Meyer, PharmD, BCGP, FASCPProfessor of Pharmacy Practice,Drake University College of Pharmacy and Health Sciences 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. Discuss key principles and clinical considerations for deprescribing.2. Compare patient-specific factors that influence evidence-based deprescribing decisions, including risks, benefits, and treatment goals.Rachel Maynard and Kristin Meyer have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-249-H01-PInitial release date: 7/6/2026Expiration date: 7/6/2029Additional CPE details can be found here.

Deprescribing is an important component of patient care as medication regimens are reassessed to ensure ongoing appropriateness, safety, and alignment with patient goals. This course reviews key deprescribing principles, including when it may be appropriate to discontinue therapy and important considerations for patient monitoring and follow-up. You will be better prepared to support evidence-based deprescribing decisions and collaborate with patients and providers to optimize medication use.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTKristin S. Meyer, PharmD, BCGP, FASCPProfessor of Pharmacy Practice,Drake University College of Pharmacy and Health SciencesGET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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. Discuss key principles and clinical considerations for deprescribing.2. Compare patient-specific factors that influence evidence-based deprescribing decisions, including risks, benefits, and treatment goals.Rachel Maynard and Kristin Meyer have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-249-H01-PInitial release date: 7/6/2026Expiration date: 7/6/2029Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Alicia and Dan break down June's In the Know session, starting with the big one: QuickBooks Online Accountant is being discontinued on December 31, 2026, with Intuit Accountant Suite taking its place. They cover the modern reports rollout timeline, new consolidation and elimination tools in Intuit Enterprise Suite, and the ProAdvisor program's transformation into the tiered ProPartner Accountants program, including revenue share changes and expanded benefits.Sponsors:Intuit Accountants - http://uqb.promo/intuitSTR Search - http://uqb.promo/str(00:00) - Podcast Welcome (00:37) - Scaling New Heights Buzz (02:04) - New Sponsor Update (03:19) - Screen Share Format (04:40) - June 2026 Recap Intro (06:07) - ProAdvisor Awards Shoutouts (07:24) - QBOA Sunset Reminder (10:00) - Advanced Bundle Deals (10:39) - Events and CAS Training (13:02) - Modern Reports Overhaul (15:35) - Why Reports Are Changing (18:57) - Modern Reports Timeline (19:50) - Recent Report Fixes (22:42) - Customization Improvements (25:30) - Modern Reports Updates (25:45) - Canny Boards Feedback (26:45) - Enterprise Consolidations Demo (28:30) - Intercompany Eliminations Tools (30:34) - Early Access Beta Features (31:19) - Accountant Revenue Share Boost (32:56) - ProPartner Program Overview (35:22) - Support and Revenue Share Changes (37:46) - IAS Accelerate Top Tier (38:41) - Training and Team Management (39:38) - Community Pipeline and Awards (41:28) - Tiers and Readiness Poll (45:41) - Wrap Up and Next Steps LINKSIn the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788cIn the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdfPrevious Episodes Mentioned:The Canny Can Can - uqb.show/125 July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookDan's School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with Alok Ajmera, CEO of Prophix, to explore how AI is reshaping FP&A, financial planning, and enterprise decision-making. Alok explains how modern finance teams are evolving from spreadsheet-heavy workflows to AI-enabled systems, while still relying on structured data, deterministic processes, and human oversight to maintain accuracy and trust in financial outputs.Alok Ajmera is the CEO of Prophix, a leading financial performance management platform helping CFO organizations modernize planning, budgeting, and forecasting. With over 22 years at Prophix, he has supported more than 3,000 finance teams globally in transforming how they close, consolidate, and plan. Alok has led the evolution of FP&A systems from spreadsheet-first to system-first, and now toward AI-enabled finance operations.Expect to Learn:What makes FP&A a true force multiplier inside organizationsHow data stewardship, collaboration, and forecasting define great finance teamsWhy AI must stay deterministic when handling financial calculationsThe difference between probabilistic AI and structured finance systemsHow AI agents support FP&A without replacing financial controlHere are a few relevant quotes from the episode:"The biggest opportunity is to take inefficient manual workflows and simplify them with AI agents, delivering value quickly while building confidence in the team." – Alok Ajmera"AI democratizes capabilities, but there must be governance and discipline. It's easy to build things, but maintaining them is hard." – Alok AjmeraAlok explains that while AI is transforming FP&A through speed and automation, the core of finance still depends on structured systems, clean data, and human judgment. He emphasizes that the future of finance is a hybrid model where AI enhances productivity while finance leaders maintain control, context, and strategic oversight.Follow Alok:Website - www.prophix.comLinkedIn - https://www.linkedin.com/in/alok-ajmera-93896617/ YouTube - https://www.youtube.com/@prophix 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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[04:10] – What great FP&A looks like[09:13] – Revenue and qualitative goals[18:38] – Why AI in FP&A needs structure[29:36] – AI in forecasting and planning[33:45] – Risks, governance, and AI sprawl[45:40] – Soft skills in FP&A[49:11] – Travel and personal reflections[51:25] – Closing thoughts

durée : 00:29:10 - Les pieds sur terre - par : Sonia Kronlund - Depuis les vacances de printemps, le lycée Jean Renoir de Bondy est au cœur d'une polémique politico-médiatique. Au départ, un enregistrement d'une CPE, qui ne se sait pas enregistrée, évoque « un gang de blacks » pour désigner des élèves. Une mobilisation politique et étudiante se met en place. - équipe : Valentin Rémy, Adèle Tocquet, Clémence Allezard, Eric Lancien Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:29:10 - Les Pieds sur terre - par : Sonia Kronlund, Clémence Allezard - Depuis les vacances de printemps, le lycée Jean Renoir de Bondy est au cœur d'une polémique politico-médiatique. Au départ, un enregistrement d'une CPE, qui ne se sait pas enregistrée, évoque « un gang de blacks » pour désigner des élèves. Une mobilisation politique et étudiante se met en place. - réalisation : Eric Lancien

Roger Harris is solo while Annie Schwab is on sabbatical, joined by John Lipold of the IRS Office of National Public Liaison for a look at this summer's IRS Nationwide Tax Forums, including the brand-new Day Zero sessions, the return of case resolution, early-bird pricing, and the cities likely to sell out first. The episode also covers an OPR alert urging every firm to build a succession plan, the IRS appeal in the Kwong case and the July 10 refund deadline it does not extend, renewed seasonal hiring, the new Tax Professional Management Office, and the bipartisan Taxpayer Assistance and Service Act moving through the Senate.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 episodehttps://www.irstaxforum.com/Chapters(00:00) - Welcome and Guest Intro (01:03) - What National Public Liaison Does (03:50) - Tax Forum Season Overview (05:01) - Cities Dates and Logistics (05:57) - What Makes Forums Different (10:02) - Pricing and Registration Deadlines (11:27) - Case Resolution and Digital Help (13:48) - Day Zero Practice Management (18:08) - Exhibit Hall and Networking Perks (19:52) - Sellouts and Final Forum Tips (23:13) - Transition to Other Updates (24:12) - Kwong Case Appeal and Deadlines (29:54) - Succession Planning OPR Alert (39:56) - IRS Hiring and Practitioner Office Changes (44:17) - Taxpayer Assistance and Service Act (51:01) - Wrap Up and Next Episode 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.

Beta-blockers have long been considered a foundational therapy following myocardial infarction, yet emerging data are challenging their routine use in all patients. This course discusses recent evidence on outcomes associated with beta-blocker therapy after MI, particularly in patients without reduced ejection fraction, and explores the ongoing debate over the benefits, risks, and duration of therapy. You will gain practical insight to support evidence-based decision-making and individualized pharmacotherapy recommendations in post-MI care. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTAnna Crider, PharmD, BCCPClinical Pharmacy Specialist,Emory University HospitalTaylor Merritt, PharmDPGY2 Internal Medicine Pharmacy Resident, Chief Pharmacy Resident,Emory University Hospital 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. Summarize contemporary evidence regarding beta-blocker therapy after myocardial infarction.2. Describe clinical considerations that may influence the decision to initiate, continue, or deprescribe beta-blocker therapy following myocardial infarction.Rachel Maynard, Anna Crider, and Taylor Merritt have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-242-H01-P Initial release date: 6/29/2026Expiration date: 6/29/2027Additional CPE details can be found here.

Beta-blockers have long been considered a foundational therapy following myocardial infarction, yet emerging data are challenging their routine use in all patients. This course discusses recent evidence on outcomes associated with beta-blocker therapy after MI, particularly in patients without reduced ejection fraction, and explores the ongoing debate over the benefits, risks, and duration of therapy. You will gain practical insight to support evidence-based decision-making and individualized pharmacotherapy recommendations in post-MI care.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTSAnna Crider, PharmD, BCCPClinical Pharmacy Specialist,Emory University HospitalTaylor Merritt, PharmDPGY2 Internal Medicine Pharmacy Resident, Chief Pharmacy Resident,Emory University HospitalGET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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 contemporary evidence regarding beta-blocker therapy after myocardial infarction.2. Describe clinical considerations that may influence the decision to initiate, continue, or deprescribe beta-blocker therapy following myocardial infarction.Rachel Maynard, Anna Crider, and Taylor Merritt have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-242-H01-P Initial release date: 6/29/2026Expiration date: 6/29/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

In this episode of the Tax Section Odyssey podcast, April Walker is joined by former IRS Communications Chief Terry Lemons, Public Relations Director — Frost Law, and Kelly Phillips Erb (Taxgirl), Senior Writer — Forbes, about what tax professionals should understand about the IRS, the media and today's fast-moving tax information environment. Their conversation explores IRS complexity, why tax stories matter, how misinformation spreads, the role of artificial intelligence (AI) and social media and why practitioners remain essential trusted guides for taxpayers. Questions answered in this episode: What do IRS employees wish tax practitioners better understood about the agency What makes a tax story newsworthy from a media perspective? How can practitioners help clients sort through tax myths and misinformation? What role are AI and social media playing in spreading — and correcting — tax information? Why are tax professionals especially important in today's complex and noisy tax environment? AICPA resources IRS Practice & Procedures Contacting the IRS FAQs Best Practices for Written Communication with the IRS | Webcasts | AICPA & CIMA   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.

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.Sponsors:Aqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with Tim Stallkamp, Senior Managing Director at Riveron, alongside co-host Glenn Snyder. Tim shares insights on interim management and how it is reshaping finance leadership by helping companies fill critical gaps, accelerate value creation, and bring experienced finance leaders into organizations during transition periods.Tim Stallkamp is a Senior Managing Director and the leader of Riveron's Interim Management practice. He is a seasoned turnaround executive who provides interim management and turnaround management services to distressed and under-performing businesses. Tim has led turnarounds as interim chief executive officer (CEO), chief restructuring officer (CRO), chief transformation officer (CTO), and chief financial officer (CFO). Expect to Learn:Why private equity is driving demand for interim finance leadersWhat makes a strong interim FP&A and finance professionalWhy broad, cross-industry experience matters more than narrow expertiseHow interim leaders create value from day oneThe importance of clear scope and alignment in engagementsHere are a few relevant quotes from the episode:"Interim management isn't about replacing people; it's about supplementing leadership to create value faster and help teams reach their full potential." – Tim Stallkamp"The more experiences an individual has across industries and roles, the more effective they are in interim management. Breadth of expertise is key." – Tim StallkampTim explains how interim management is reshaping finance leadership by bringing experienced professionals into organizations during critical transitions. These leaders not only fill gaps but also help improve processes, guide decision-making, and leave companies stronger than before.Follow Tim:LinkedIn: https://www.linkedin.com/in/tim-stallkamp-537b0317/Company: https://riveron.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] - Trailer[05:06] - What interim management is[07:42] - Why it's growing[09:13] - Value creation in leadership[13:12] - Defining scope clearly[17:58] - Alignment in engagements[26:11] - Types of interim roles[37:14] - Systems vs skills[42:55] - Private equity decision-making[50:42] - Final thoughts

What happens when the art of medicine collides with the rise of clinical algorithms, electronic health records, and artificial intelligence? In this episode of SoundPractice, host Mike Sacopulos speaks with Devjit Roy, MD, MAS, MSPC, CPE, from Nathan Littauer Hospital in rural New York — about his book, Between Heartbeats and Algorithms: Reclaiming What Matters in Healthcare. Roy explains how the book grew from journals he kept while working on the front lines of a COVID surge hospital, where he recorded patient stories as a way of processing the trauma. Years later, those stories became the foundation for a call to action: Physicians must step into leadership to ensure that technology serves medicine — not the other way around. He also serves as medical director of the hospital's nursing home, board member for Mountain Valley Hospice, and co-president of a regional joint venture focused on preserving specialty care. He continues to practice as a hospitalist and palliative care physician. Learn more about the American Association for Physician Leadership at www.physicianleaders.org.

Trevor gives tips regarding speaking exams, from the examiner's point of view! These include how to interact well, the importance of staying focussed and why you shouldn't rehearse answers.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 MacLeod Link: https://incompetech.filmmusic.io/song/5050-wholesome License: http://creativecommons.org/licenses/by/4.0/Support the show

Der Podcast macht mal wieder eine Episode zu einem einzelnen Thema in aller Tiefe und zwar zu Schwachstellen-Scores. Damit werden Sicherheitslücken klassifiziert, am bekanntesten ist das Common Vulnerability Scoring System (CVSS). Allerdings gibt es das CVSS in mehreren Versionen, wovon mindestens zwei praktisch relevant sind, und mit EPSS, SSVC, CWE und CPE kommen noch diverse ergänzende Klassifikationssysteme hinzu. Die Hosts beschreiben, wie die Systeme funktionieren, was sie leisten können, was sie nicht leisten können und als was sie mitunter missverstanden werden.

This episode, which was recorded live at the NJCPA Convention & Expo, covers parts 2 and 3 of the AICPA's proposed changes to attestation standards. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:AICPA exposure drafts of proposed SASs, SSAEs ad SQMSsAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Sexually transmitted infection (STI) management continues to evolve, with new treatment options, prevention strategies, and practice considerations that are important for pharmacists to understand. This course reviews recent updates in STI care, including newly approved oral therapies for gonorrhea and doxycycline post-exposure prophylaxis. You will be better prepared to recognize practice-relevant changes and support evidence-based STI prevention, treatment, and patient counseling. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTFrancisco Franco, PharmD, MS, AAHIVPRegistered Store Manager,Walgreens 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 recent updates in STI treatment and prevention that are relevant to pharmacy practice.2. Compare emerging strategies for managing gonorrhea and STI post-exposure prophylaxis.Rachel Maynard and Francisco Franco have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-241-H01-P Initial release date: 6/22/2026Expiration date: 6/22/2027Additional CPE details can be found here.

Sexually transmitted infection (STI) management continues to evolve, with new treatment options, prevention strategies, and practice considerations that are important for pharmacists to understand. This course reviews recent updates in STI care, including newly approved oral therapies for gonorrhea and doxycycline post-exposure prophylaxis. You will be better prepared to recognize practice-relevant changes and support evidence-based STI prevention, treatment, and patient counseling.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTFrancisco Franco, PharmD, MS, AAHIVPRegistered Store Manager,WalgreensGET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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 recent updates in STI treatment and prevention that are relevant to pharmacy practice.2. Compare emerging strategies for managing gonorrhea and STI post-exposure prophylaxis.Rachel Maynard and Francisco Franco have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-241-H01-P Initial release date: 6/22/2026Expiration date: 6/22/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Alicia runs through the latest round of Intuit announcements, including invoice deposits, garnishment tracking in Payroll, batch bill pay for up to 50 payments at once, and a redesigned review-and-pay screen that now shows clients every open invoice. She also gets a little cynical about Intuit's growing push to surface its own experts inside QuickBooks, where clients can connect directly with Intuit for setup, bookkeeping, and tax help. It wraps with a hands-on look at the new CAS revenue calculator at firmofthefuture.com and what it reveals about firm benchmarks and advisory pricing.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Welcome and Overview (00:29) - Better Together Tour (01:48) - Accountant Suite Training (03:14) - Modern Reports Update (04:21) - Invoice Deposits Changes (06:24) - Customer Payment Portal (08:02) - Payroll Garnishment Tracking (09:47) - Batch Bill Pay Upgrade (10:15) - Intuit Experts Pushback (13:19) - Cash Flow Tools Coming (14:28) - CAS Revenue Calculator (24:51) - Hands On Training Class (28:17) - Wrap Up and Goodbye LINKSFirmofthefuture.comAlicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with Nicholas Moen, CMA and Director of Finance at Section, an AI software company. Nicholas shares insights on leveraging AI in FP&A to streamline financial modeling, automate workflows, improve decision-making, and build high-performing teams. He discusses practical strategies for training finance teams, balancing human oversight with AI automation, and applying FP&A insights to drive operational impact in enterprise organizations.Nicholas Moen is a CMA and finance leader at Section, where he reinvents finance through AI, helping organizations build AI-powered workflows at scale. Based in Franklin, Pennsylvania, Nicholas specializes in leveraging AI to streamline FP&A processes, automate workflows, and empower finance teams to focus on strategic decision-making.Expect to Learn:How AI frees FP&A teams from manual workAutomating reports, spreadsheets, and workflowsTraining and empowering teams on AI toolsKey FP&A skills: business partnering, listening, and data understandingHere are a few relevant quotes from the episode:"Context is everything. Using AI to capture meeting insights and key assumptions helps teams make smarter, faster decisions." - Nicholas Moen"A strong FP&A professional understands both data structures and business partnering, skills that AI cannot replace." - Nicholas MoenNicholas Moen demonstrates how AI is reshaping the role of FP&A, allowing teams to focus on strategic decision-making instead of manual tasks. By leveraging tools like Claude and Lovable, finance professionals can automate workflows, build models faster, and make more informed business decisions.Follow Nicholas:LinkedIn: https://www.linkedin.com/in/nicholas-moen-320a11106/Substack: https://substack.com/@runningfinanceEarn 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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[02:56] – What great FP&A looks like today[05:14] – Automating spreadsheets with Claude[14:31] – Building micro-apps with Lovable[17:58] – Commission automation[21:26] – Doing analysis on the go[30:12] – Low-hanging AI wins for FP&A[33:58] – Training and knowledge sharing[38:41] – Top soft and technical skills[41:35] – Personal side: music and hobbies[45:53] – How to connect with Nicholas

This Men's Health Month, Navigating Cancer TOGETHER sits down with Clarence Jones, prostate cancer survivor and one of Minnesota's most trusted names in community health.Clarence Jones, MA, CHW, CPH, CPE, is the Executive Director and Community Health Strategist of the Hue-MAN Partnership, a founding member of the organization he helped build into one of Minnesota's most trusted voices in public health. He serves as an Adjunct Instructor of Medicine at Mayo Clinic, is a founding member of the Minnesota Fathers and Families Network, has served as the Mayor's Representative and co-chair of the Public Health Advisory Committee for the City of Minneapolis, and holds affiliations with the CTSI Executive Leadership team and the University of Minnesota's CEARCH initiative. He is also a fatherhood doula, the host of the Community Health Dialogue radio show on KMOJ 89.9 FM, and co-host of the Health Chatter podcast.In this warm, honest, and personal conversation, Clarence opens up about his own journey through prostate cancer, from watching his PSA numbers climb year after year and practicing watchful waiting, to eventually choosing surgery. He shares why the digital exam scares men, and why early detection is the greatest gift you can give your family.But Clarence's story doesn't stop at survival. He shares how his experience deepened his mission to make sure the men and families in his community have access to credible, culturally relevant, evidence-based health information. That's the heartbeat of everything Hue-MAN does.You'll also hear him talk about what he wants every man facing a cancer diagnosis to know right now.✨ Episode Highlights:00:04:38 The Moment He Knew: Clarence's Prostate Cancer Journey00:09:22 How to Invite Men into Health Conversations Without Lecturing Them00:14:44 What Young Men Need to Know About PSA Screening and Biopsies00:27:45 Fatherhood Doula: What That Means and Why Fathers Matter00:36:55 What 'Navigating Cancer TOGETHER' Really MeansTranscript: https://bit.ly/podscript184Connect & Engage with ClarenceWebsite: www.huemanpartnershipalliance.orgHealth Chatter Podcast: www.healthchatterpodcast.comKMOJ Community Health Dialogue: 89.9 KMOJ FM

In this in-person episode at the Broadband Forum Summer 2026 Member Meeting and BASe Tech Summit in Milan, I finally got Madhura Paduvalli on the show to talk about her life as a CPE engineer and volunteering in the standards world. With some special shout-outs to CDRouter and the team at QA Cafe!

Sen. McConnell is hospitalized and it's not clear why, Sen. Paul discusses a tentative deal to end the U.S.-Iran war, Congressman Guthrie says China may be behind some anti-data center campaigns in the U.S., what degree programs will and won't be offered at KSU going forward, and leaders break ground on a new law and medical campus in Northern Kentucky.

Bob Kerr returns to break down his Tax Notes article on the IRS's Centralized Authorization File, the decades-old system that processes Forms 2848 and 8821 almost entirely by hand, now buried under 7 million forms a year at roughly 500 staff years and $50 million to run. He, Roger, and Annie get into why the backlog keeps growing, how practitioners can get ahead of it by putting 8821s on file early, and why transcripts belong in your current-year filing, not just your representation work.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.Read Bob's Article https://www.taxnotes.com/tax-notes-federal/practice-and-procedure/high-costs-irss-centralized-authorization-file-system/2026/04/06/7vjccChapters(00:00) - Welcome and Setup (02:36) - Why CAF Matters Now (06:54) - CAF Explained POA vs TIA (10:42) - Choosing 8821 vs 2848 (13:46) - Backlogs and Real Impacts (15:45) - Manual Processing Volume Surge (18:54) - Million Hours and 50M Cost (21:23) - Deadlines Snowball Effect (24:01) - CAF Volume Spiral (24:59) - Early Transcripts Benefits (28:33) - Client Use Cases (30:27) - Why IRS Can't Keep Up (39:13) - Train Clients and Set Expectations (43:33) - Transcripts Beyond Representation (44:32) - VITA Volunteering Insights (48:56) - Wrap Up and Thanks 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.

Interest in peptide therapies has grown rapidly, with increasing patient questions driven by social media, wellness trends, and evolving access through compounding and online sources. This course reviews what peptides are, the current state of evidence supporting their use, and key safety and regulatory considerations relevant to patient care. You will be better prepared to apply an evidence-based approach when discussing peptides, including evaluating risks, addressing misconceptions, and guiding patients toward safe and informed decisions. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTNicolette Mathey, PharmDFounder & CEO 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 the role of peptides in human physiology and the current evidence supporting their therapeutic use.2. Identify safety, regulatory, and patient-specific considerations relevant to the use of peptides in clinical practice.Rachel Maynard and Nicolette Mathey have no relevant financial relationships to disclose.0.1 CEU/1.0 HrUAN: 0107-0000-26-240-H01-P Initial release date: 6/15/2026Expiration date: 6/15/2027Additional CPE details can be found here.

Interest in peptide therapies has grown rapidly, with increasing patient questions driven by social media, wellness trends, and evolving access through compounding and online sources. This course reviews what peptides are, the current state of evidence supporting their use, and key safety and regulatory considerations relevant to patient care. You will be better prepared to apply an evidence-based approach when discussing peptides, including evaluating risks, addressing misconceptions, and guiding patients toward safe and informed decisions.HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTNicolette Mathey, PharmDFounder & CEO, Atrium24GET CE FOR LISTENING!Stay Compliant. Grow Clinically. Practice with Confidence. Pharmacist CE Subscription: All your CE in one convenient subscription.All episodes, CE, and Practice Resources for the GameChangers Clinical Update is included with your Pharmacist CE Subscription. But wait…there's even more!The Pharmacist CE Subscription includes: -  Compliance and licensure CE -  GameChangers Clinical Updates-  Practical continuing education across patient care topics *The subscription does not include microcredentials or certificates, which are available separately for pharmacists seeking specialized service training. Purchase Now!PRACTICE RESOURCEReceive the exclusive Practice Resource to use as a reference guide for this episode by purchasing the Pharmacist CE Subscription. 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 Pharmacist CE Subscription 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 the role of peptides in human physiology and the current evidence supporting their therapeutic use.2. Identify safety, regulatory, and patient-specific considerations relevant to the use of peptides in clinical practice.Rachel Maynard and Nicolette Mathey have no relevant financial relationships to disclose.0.1 CEU/1.0 HrUAN: 0107-0000-26-240-H01-P Initial release date: 6/15/2026Expiration date: 6/15/2027Additional CPE details can be found here.Follow CEimpact on Social Media:LinkedInInstagram

Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (20:47) - Layoffs and Career Growth (24:42) - Letter Management Layers (29:03) - Customer Support Outsourcing (32:10) - Strategic Hubs and Remote Work (36:09) - TurboTax Credit Karma Merge (37:04) - Restructuring Around Customers (38:09) - Three Big Bets Explained (38:46) - AI Native Done For You (39:49) - Center Of Money Push (41:56) - Mid Market Expansion (43:22) - MailChimp Cuts And Risks (47:10) - Divestiture Rumors And AI (52:36) - SMB Churn And Competition (54:42) - Closing Thoughts And Thanks (55:41) - What's New With Hosts (56:16) - Scaling New Heights Plans (58:25) - Alicia Events And Training (01:01:35) - Awards And Final Wrap LINKSIntuit Account login episode: uqb.show/81 Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with Robert Blanding, an experienced finance and operations leader in the ag-tech sector. Robert shares insights on building high-performing FP&A teams, partnering effectively with accounting, developing financial acumen, and applying strategic finance to drive operational impact in global businesses.Robert Blanding is the Chief Financial Officer at Fall Creek, a global leader in the Ag-Tech sector. He brings extensive experience in finance and operations from 18 years at Intel and leadership roles across industrial manufacturing, technology, and ag-tech companies. Robert combines strategic financial leadership with a focus on innovation, long-term business growth, and developing high-performing teams.Expect to Learn:What great FP&A looks like and the importance of business acumenHow to develop strong partnerships between FP&A and accountingStrategies for building high-performing, empowered finance teamsNavigating systems, processes, and technology challenges in FP&AHere are a few relevant quotes from the episode:"It starts with being connected to the business, having strong acumen, and being consulted by stakeholders." – Robert Blanding"Investing in relationships outside of crisis is critical to getting support from accounting and operations." – Robert BlandingRobert shares practical insights for FP&A professionals and aspiring CFOs, emphasizing the importance of business acumen, strong partnerships with accounting, creative problem-solving, and developing high-performing teams.Follow Robert:LinkedIn: https://www.linkedin.com/in/rfb19/Company Website: https://www.fallcreeknursery.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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[03:55] – Defining Great FP&A[07:39] – Career Path & First CFO Role[17:49] – Fall Creek & Ag-Tech Overview[21:18] – Importance of FP&A & Accounting Partnership[32:23] – Creative Problem Solving & Process Improvement[38:59] – Challenges in Building High-Performing Teams[45:32] – Advice for Aspiring CFOs[49:11] – Top Technical Skill for FP&A Professionals[52:50] – Personal Interests & Basketball[56:12] – How to Connect with Robert

Karl Paadam made partner at PwC Estonia at 26, spent a decade in tech, and came back to build United Accountants on a contrarian thesis: the future of accounting is human. He joins Blake to explain how a firm can hand bookkeeping, categorization, and reconciliation to an AI operating system that layers on top of whatever software a firm already runs, freeing CPAs to keep their local brand and focus on judgment and advisory work. They also get into outcomes-based pricing, what it means to build "the first big small firm," and why the accountant who ignores AI is the one who gets replaced.Chapters(00:00) - Welcome Karl Paadam to the Earmark Podcast (01:51) - Building a Practice (02:40) - Leaving PwC for Tech (03:29) - Accounting Is Human (05:17) - Advisory Skills Shift (06:35) - AI Productivity in Practice (09:25) - United OS Walkthrough (10:34) - Partner Model Keep Brand (14:50) - Integrations No Rip Replace (18:44) - First Big Small Firm (21:48) - Outcomes Based Pricing (25:00) - AI Like Excel Era (28:05) - What AI Does Next (29:21) - Fear Traps and Controls (32:39) - Who United Fits Best (33:25) - Wrap Up and Contact Learn more about United Accountants https://www.unitedaccountants.com/ 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, Karl PaadamLinkedIn: http://linkedin.com/in/karl-paadam-39730214Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

We're exploring practical ways for accounting firms, especially smaller practices, to operationalize and navigate the monitoring process mandated by Statement on Quality Management Standards (SQMS) No. 1. *** This episode qualifies for nano CPE credit. Find out more at https://njcpa.org/nano. *** Resources:How to monitor a firm's system of quality managementAccounting and auditing articles and eventsJoin the Accounting & Auditing Standards Interest Group

Antibiotics are frequently prescribed in dental care, yet evidence suggests they are often unnecessary and can expose patients to significant risks, including Clostridioides difficile infection. This course reviews appropriate antibiotic use in dental settings, including indications, preferred treatment options, and safety concerns associated with specific agents. You will be better prepared to support evidence-based antibiotic use, identify opportunities for intervention, and collaborate with dental colleagues to promote antimicrobial stewardship. HOSTRachel Maynard, PharmDGameChangers Podcast Host and Lead, Clinical & Partnership Education, CEimpactGUESTJulie Goldberg, DDSSenior Dental Risk SpecialistPharmacists Mutual Insurance Group 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 appropriate indications for antibiotic use in common dental conditions.2. Compare antibiotic options used in dental care, including safety considerations and risks associated with specific agents.Rachel Maynard and Julie Goldberg have no relevant financial relationships to disclose.0.075 CEU/0.75 HrUAN: 0107-0000-26-224-H01-PInitial release date: 6/8/2026Expiration date: 6/8/2027Additional CPE details can be found here.

Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of FP&A Unlocked, Paul Barnhurst sits down with David Dors to explore how artificial intelligence, particularly Claude, is transforming the future of FP&A. David shares his journey from banking and FP&A into finance transformation, where he now helps finance teams implement AI-powered workflows, automate repetitive processes, and rethink how work gets done in the Office of the CFO. David Dors is a finance transformation consultant and AI educator specializing in helping finance teams adopt Claude, AI agents, and workflow automation. After beginning his career in banking and FP&A, David shifted his focus to helping finance professionals use AI to improve reporting, analysis, forecasting, and decision-making. Through workshops, training programs, and content creation, he teaches finance teams how to build AI-powered systems that save time and allow analysts to focus on higher-value strategic work. Expect to Learn:How AI is changing the future of FP&APractical ways to automate reporting and recurring finance tasksThe difference between Claude Chat, Claude Code, and AI agentsWhy finance professionals should think of AI as a digital teammateKey skills FP&A professionals need in an AI-driven worldHere are a few relevant quotes from the episode:"Every forecast, variance analysis, or deck you build should help somebody make a different decision." – David Dors"If nothing changed from the analysis you're providing, there's not much value in what you're doing every day." – David DorsDavid explains how finance teams can use AI to eliminate repetitive work, improve efficiency, and spend more time supporting business decisions. He also shares his perspective on the future of FP&A, where professionals will increasingly manage AI agents that handle routine tasks and reporting. non-traditional organizations. Follow Dave:LinkedIn: https://www.linkedin.com/in/daviddors/Website: https://vantagepointconsulting.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 FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] – Trailer[04:13] – Discovering Claude[10:27] – AI Training for Finance Teams[15:19] – Skills & AI Agents[18:13] – AI Productivity Gains[22:23] – Quick AI Wins in FP&A[25:23] – AI Accuracy & Validation[28:29] – Automating Reporting[32:35] – The Future of FP&A[39:01] – Excel Lessons Learned[42:57] – Final Thoughts

Roger and Annie catch up on everything that shifted while practitioners were buried in returns: a leaner, digital-first IRS under new CEO Frank Bisignano, a bumpy phase-out of paper checks, and stricter e-file matching that tripped up routine returns. The Kwong decision has handed taxpayers a hard July 10 deadline to claim refunds on COVID-era penalties and interest, with new ERC extension options and a possible conservation easement settlement adding to the summer to-do list.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 Back From DC (01:01) - What We Heard In Washington (01:52) - Busy Season Takeaways (04:08) - IRS Digital Transformation (07:57) - CAF Delays And Practitioner Pain (09:46) - Online Accounts And ID Verification (15:09) - Paper Checks Phaseout Confusion (21:15) - Efile Rejections And Fraud Filters (22:58) - Trump Accounts And State Conformity (27:27) - New Developments The Kwong Case (29:47) - What Kuang Covers (35:09) - Practitioner Duty to Notify (38:51) - Processing Delays and Proof (42:21) - ERC Extra Time Request (44:29) - Easement Penalties and Settlement (49:13) - Action Items and IRS Forums (53:52) - Wrap Up and Next Episodes 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.

Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit's stock slide, Trump's extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You'll hear where AI is already changing accounting—and where humans still matter most.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayMaxima. AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 489 (02:24) - Blackor AI Tax Summit (03:14) - AI Agents Disrupt Tax (07:16) - Billable Hour Pressure (09:00) - Advisory Future Forecast (10:14) - Intuit Stock Shock (12:29) - TurboTax vs Tax Pros (17:31) - Intuit Layoffs Strategy (20:04) - Trump IRS Settlement (24:59) - PCAOB SEC Shakeup (27:33) - OnPay Payroll Pitch (28:42) - IRS Mystery Payments (30:48) - Busy Season Burnout (33:35) - California SaaS Tax Plan (34:54) - Big Four AI Hallucinations (36:48) - Are Consultants Replaceable (40:03) - AI Job Loss Chart (43:50) - Maxima Close Automation (45:12) - Musk Tax Return Training (46:03) - SpaceX IPO Breakdown (50:11) - CPE and Listener Q&A (52:51) - Wrap Up and Shoutouts  Show NotesIntuit Lays Off 3,000 Employees Amid AI Pushhttps://officechai.com/ai/intuit-lays-off-3000-employees-amid-ai-push/U.S. Government Agrees to Drop Tax Claims Against Trump in Broadening of IRS Settlementhttps://www.npr.org/2026/05/19/g-s1-122938/irs-trump-settlement-tax-returns-auditDOJ Settlement 'Forever' Bars IRS Trump Audits, Sparks Backlashhttps://tax.thomsonreuters.com/news/doj-settlement-forever-bars-irs-trump-audits-sparks-backlash/U.S. Audit Watchdog Should Rescind Its Independence Rules, SEC Official Sayshttps://www.securitiesdocket.com/2026/05/08/u-s-audit-watchdog-should-rescind-its-independence-rules-sec-official-says-wsj/The SEC's New SOX Group – Potential Impacts for Audit Firms, Their Professionals, and Future PCAOB Enforcementhttps://www.kslaw.com/news-and-insights/the-secs-new-sox-group-potential-impacts-for-audit-firms-their-professionals-and-future-pcaob-enforcementIRS to Develop System to Track Missing Payments, TIGTA Sayshttps://www.thetaxadviser.com/news/2026/may/irs-to-develop-system-to-track-missing-payments-tigta-says/78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Lifehttps://www.cpapracticeadvisor.com/2026/05/26/78-of-tax-pros-say-that-tax-season-negatively-impacts-personal-professional-life/183912/California Proposes Tax on All Digital Software Saleshttps://www.techtimes.com/articles/316734/20260516/californias-725-saas-tax-would-hit-every-business-running-microsoft-salesforce-workday.htmEY Gets Busted and Yeets Cybersecurity Report Littered With AI Hallucinationshttps://www.goingconcern.com/ey-gets-busted-and-yeets-cybersecurity-report-littered-with-ai-hallucinations/Investigation: Hallucinations in Ernst & Young Report on Loyalty Fraudhttps://gptzero.me/investigations/eyIs AI Putting Graduates Out of Work Already?https://www.economist.com/finance-and-economics/2025/03/27/is-ai-putting-graduates-out-of-work-alreadyMusk's xAI Fails to Pay Staff $420 for Giving Tax Returns to Grokhttps://www.bloomberg.com/news/articles/2026-05-18/musk-s-xai-promised-staff-420-for-their-tax-returns-hasn-t-paidSpaceX Files for IPOhttps://spacenews.com/spacex-files-for-ipo/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: