POPULARITY
2 episodes with financial executives international
2 episodes with financial executives international
3 episodes with financial executives international
2 episodes with financial executives international
15 episodes with financial executives international
2 episodes with financial executives international
4 episodes with financial executives international
2 episodes with financial executives international
In this deep-dive conversation, Isaac Heller (CEO, Trullion) and Shlomo Agishtein (Director of AI, Trullion) share how AI is reshaping the future of finance and accounting. From their origin stories to the development of Trulli, Trullion's domain-specific AI, they break down what AI agents can really do, and what's just hype. You'll learn: * How Trullion evolved AI specifically for accounting workflows * What separates Trulli from generic large language models * Real-world use cases of AI agents in daily financial operations * The future of AI in audit, compliance, and reporting * Why accountants will lead, not lose, in an AI-driven industry This episode offers finance professionals a clear-eyed look at what AI means for your role today and where it's heading next.
Dave Sackett is Co-Founder and CFO of ecommerce company, AIOne, and former CFO of semiconductor company, ULVAC Technologies. He is a vocal advocate for blockchain and AI and finance, bringing a blend of tech savvy, operational rigor, and a focus on “servant leadership" - that is putting the needs of the employees first and helping people develop and perform as highly as possible. He's a frequent keynote speaker, a Forbes contributor, and an active member of Financial Executives International. Cost accountant to CFO and AI leader How I practice servant leadership mindset as a CFO Being an introvert CFO leader and overcoming the challenges Costly failures of traditional forecasting in FP&A Where FP&A Software is going to be in 5 years Finance AI use cases FP&A as custodians of financial truth in AI age Connect with Dave Sackett on LinkedIn: https://www.linkedin.com/in/davesackett/
Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cady North, Author and Founder of North Financial Advisors about changing the way we think about money and why we need to dare to dream big. In this episode we discussed:It takes courage to make big changes like taking a sabbatical or starting a business. Women are more intentional and tend to think longer term.You should be a partner with your client. Why you should help your clients learn about money so that they are empowered.Understand your money habits, ask yourself why you are making certain decisions. Take the time to review your employee benefits. Connect with Cady North:Cady North Website (here)North Financial Advisors Website (here)LinkedIn (here) Books: The Art of the Sabbatical: A Money and Mindset Guide for Your Next Work Break (Bookshop)The Resiliency Effect: How to Own Your Adversity to Act on Your Biggest Dreams (Bookshop) Resources mentioned:The Power of Compound Interest on The Get Ready Money Podcast (here)Kinder Institute of Life Planning (here) Investopedia (here)Bio: Cady North is a CERTIFIED FINANCIAL PLANNER™ professional, author, and entrepreneur. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. She spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. In 2015, after a life-changing sabbatical, Cady took the leap to start a financial planning business, North Financial Advisors, helping women act on their biggest dreams and build resilience for the future. As an investment advisor, international public speaker and author, her work has been featured in Bustle, Business Insider, The Washington Post, and Forbes. Her book, "The Resiliency Effect" teaches us how to own our adversity to act on our biggest dreams. Her latest work, "The Art of the Sabbatical," is a money and mindset guidebook for taking a life-changing work break. She is also a Registered Life Planner® and has an MBA from Georgetown University and BA from The University of Texas at Austin.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
Schuyler Williamson is a leadership expert, entrepreneur, and decoratedmilitary veteran who has consistently achieved at the highest level in bothbusiness and service. As the author of The Steady Leader: Leadership ModelsThat Bring Clarity to Chaos, Schuyler provides actionable strategies for leadingthrough uncertainty, drawing from his experience as a Bronze Star Medalrecipient and combat officer with deployments to Iraq and Afghanistan. A topgraduate of West Point and McCombs MBA, Schuyler ranks in the top 1 percentof real estate agents nationwide, with hundreds of millions in sales andownership of over fifty-five investment properties. He is the founder of multiplesuccessful businesses, including Williamson Group and Mission HomeBuilders, and leads the Corporate Battlefield Mastermind, helping highachievers build wealth and leadership. Schuyler's insights have been featuredon his Money Mission YouTube channel and hundreds of blogs, and he hasinspired audiences at Oracle, Dell, Keller Williams Realty, Care.com, Logitech,Smith + Nephew, and Financial Executives International with his message thattrue leadership thrives in chaos.https://www.schuylerwilliamson.com/https://www.instagram.com/schuylerwilliamson/https://www.linkedin.com/in/schuylerwilliamson/https://www.youtube.com/@thesteadyleaderChapters00:00 Current Market Insights03:39 Skyler's Journey to Real Estate06:33 Building a Real Estate Portfolio09:26 Transitioning to Leadership13:07 The Construction Business15:51 The Laundromat Venture26:16 Cash Flow Focus in Business27:50 Partnering with Passive Investors30:24 Choosing the Right Partners35:17 The Steady Leader: Insights from Schuyler's Book40:05 Recommended Resources for Investors46:08 Due Diligence for Passive Investors47:53 Bucket List Adventures and Investment Insights49:58 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, market insights, leadership, construction, laundromat business, partnerships, expectations, book release, investment advice
Schuyler Williamson is a leadership expert, entrepreneur, and decorated military veteran who has consistently achieved at the highest level in both business and service. As the author of The Steady Leader: Leadership Models That Bring Clarity to Chaos, Schuyler provides actionable strategies for leading through uncertainty, drawing from his experience as a Bronze Star Medal recipient and combat officer with deployments to Iraq and Afghanistan. A top graduate of West Point and McCombs MBA, Schuyler ranks in the top 1 percent of real estate agents nationwide, with hundreds of millions in sales and ownership of over fifty-five investment properties. He is the founder of multiple successful businesses, including Williamson Group and Mission Home Builders, and leads the Corporate Battlefield Mastermind, helping high achievers build wealth and leadership. Schuyler's insights have been featured on his Money Mission YouTube channel and hundreds of blogs, and he has inspired audiences at Oracle, Dell, Keller Williams Realty, Care.com, Logitech, Smith + Nephew, and Financial Executives International with his message that true leadership thrives in chaos. Go to https://www.thesteadyleader.com to pre-order your copy of Schuyler's new book, The Steady Leader. Chapters 00:00 Introduction to Leadership and Background 03:05 The Journey of Writing a Book 05:59 Strategic Thinking in Leadership 09:00 Military Strategy and Business Parallels 11:50 Analyzing Risks and Making Decisions 14:59 Offensive vs Defensive Strategies in Business 17:48 The Importance of Cash in Risk Management 21:05 Leadership and Responsibility 23:59 Purpose-Driven Leadership 27:00 The Role of Vision in Leadership 30:02 Communicating Strategy and Change 32:53 Building and Protecting a Business 36:01 The Balance of Stability and Change 41:04 Understanding Team Dynamics and Values 47:01 The Importance of Faith in Leadership 53:30 Wisdom Through Experience and Spirituality 01:01:32 Navigating Anxiety and Decision-Making 01:10:45 The Journey to Ranch Ownership and Family Values
Welcome to the Personal Development Trailblazers Podcast! In this episode, we'll explore what it means to be steady as a leader, why it's essential for your team and business, and practical steps you can take to stay grounded, consistent, and resilient. Schuyler Williamson is a leadership expert, entrepreneur, and decorated military veteran who has consistently achieved at the highest level in both business and service. As the author of The Steady Leader: Leadership Models That Bring Clarity to Chaos, Schuyler provides actionable strategies for leading through uncertainty, drawing from his experience as a Bronze Star Medal recipient and combat officer with deployments to Iraq and Afghanistan. A top graduate of West Point and McCombs MBA, Schuyler ranks in the top 1 percent of real estate agents nationwide, with hundreds of millions in sales and ownership of over fifty-five investment properties. Schuyler Williamson is the founder of multiple successful businesses, including Williamson Group and Mission Home Builders, and leads the Corporate Battlefield Mastermind, helping high achievers build wealth and leadership. Schuyler's insights have been featured on his Money Mission YouTube channel and hundreds of blogs, and he has inspired audiences at Oracle, Dell, Keller Williams Realty, Care.com, Logitech, Smith + Nephew, and Financial Executives International with his message that true leadership thrives in chaos. Connect with Schuyler here: https://www.youtube.com/@money.mission https://www.instagram.com/schuylerwilliamson/ https://www.linkedin.com/in/schuylerwilliamson/ https://www.schuylerwilliamson.com/ Grab the freebie here: https://www.thesteadyleader.com/free-giveaway =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Personal Development Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/
In this episode, Munir Haque speaks with John Stevens and Jason Vandenberg, president and senior vice president of Camilla Advisory Group, about their approach to employee ownership and advisory services. John and Jason discuss Camilla's three primary service areas: employee share plans, fractional CFO services, and merger and acquisition (M&A) advisory. They emphasize their focus on employee ownership trusts as a means for companies to empower employees and build business value.They explore the rising interest in employee ownership trusts (EOT), an interest which has gained momentum with recent Canadian legislation offering a $10 million capital gains exemption as a tax incentive. Modeled after U.S. and U.K. frameworks, the legislation aims to make employee ownership financially appealing, especially for small to mid-sized businesses. According to John Stevens, employee ownership helps to foster loyalty and alignment among employees, often leading to increased productivity and long-term growth.John and Jason also discuss the practical benefits of EOTs with Munir, such as preserving a company's brand, culture, and community presence. They highlight potential pitfalls, stress the importance of clear communication and financial literacy in EOTs, and detail some effective communication strategies that include using internal champions from various departments to address employee and family concerns about the trust structure. Additionally, they advise continuous involvement from advisors like themselves, especially for annual updates and administrative changes. Their approach can lead to transformative shifts in company culture, where employees feel invested in business growth and cost management.About John Stevens:John Stevens has had a distinguished career over the past 30+ years, holding titles including Senior Vice President, President, CFO, COO, and CEO of fast-growing organizations like Nilsson Bros. Inc, Eveready Inc., NC Services Group Ltd. and ENTREC Corporation. John was also a member of the Board of Directors of Eveready Inc. and NC Services Group Ltd. Other experience includes being an integral member of a senior management team of a company (Nilsson Bros. Inc.) in the agri-food and livestock industry that experienced annual sales growth from $242 million to $919 million in a four-year period.In addition to his knowledge of employee ownership, John's expertise in mergers and acquisitions is extensive, having been involved in over 100 acquisitions throughout his career. John also holds a certification as an Executive Coach from Royal Roads University. The companies John has been part of have consistently been recognized for many awards including top employers, best workplaces and fastest growing.In 2013, John was named a Business Leader of Tomorrow honoring Edmonton's visionary business leaders. In 2013 and in 2015, John was named an E and Y Prairies finalist for Entrepreneur of the Year. In 2014 John was named one of the ten executives you need to know in the Oil sands by Oil sands Review Magazine.John understands the need to give back to the community and has volunteered his time and has been actively involved in non-profit organizations such as Prostate Cancer Canada, Kids Up Front and the Christmas Bureau of Edmonton. John was awarded the very distinguished Canada Community Advocate Award from Prostate Cancer Canada. John was very involved with Financial Executives International for over a decade including serving as the local board chair. John served a two-year term on the Petroleum Service Association of Canada board. John currently is a board member of ESOP Association Canada.About Jason Vandeberg: Jason Vandenberg is a senior finance leader with hands-on experience in a number of senior management roles working closely with Management and Boards of Directors. Jason has an established record of achievement with expertise in forecasting and budgeting, strategic planning, corporate governance, banking and finance, mergers and acquisitions, investor relations, accounting and administration, complex business and tax issues, staff management, internal controls, human resources management, financial reporting and regulatory compliance. Jason also brings a wealth of experience in growing companies to maximize their potential. With over 20 years of management experience, Jason has been involved in the substantial growth of multiple companies both organically and through the acquisition and integration of over 60 businesses.Jason was the Chief Financial Officer of ENTREC Corporation from 2011 until 2020. Prior to this Jason was CFO of Eveready Inc. and its predecessor companies until it was acquired by Clean Harbors in 2009. In these roles, Jason was responsible for all finance and administrative functions. During his tenure with ENTREC, the Company grew from annual revenue of $20 million in 2010 to $180 million in 2019 making ENTREC a leader in the provision of crane and heavy haul transportation services in Canada and the United States. At Eveready, Jason was an integral member of the senior management team that grew revenue from $90 million in 2004 to over $650 million in 2008 and completed over 30 business acquisitions. Eveready provided industrial maintenance and oilfield services from 80 locations in Canada, the United States and internationally.Prior to joining Eveready in 2005, Jason spent six years as an accountant with Grant Thornton and from 2010 until 2011 was the Vice President, Finance with Afexa Life Sciences Inc.Jason has also been a director and fractional CFO of Current Financial Corp., a leading provider of equipment financing and capital solutions to small and medium sized businesses in Western Canada, since 2013.--Contact Munir Haque | ActionEdge Executive Development: Website: AEEDNow.comLinkedin: Action Edge Executive Development Inc.Contact John Stevens: Website: CamillaGroup.comLinkedInContact Jason Vandenberg: Website: CamillaGroup.comLinkedInPodcast Production:Recording: PushySix StudiosProduction Assistance: Astronomic Audio--Transcript John Stevens: [00:00:02] One of the things you need to do is tap into that informal channel of communication within organizations and find a champion within that, because there's lots of informal channels of communication that go on within an organization. That's almost as important, sometimes, as the formal channels of communication within the organization when you're trying to change cultures.Munir Haque: [00:00:26] Hello everyone, and welcome to another episode of The Boardroom 180 Podcast. I'm your host Munir Haque, an executive coach and senior board strategist. I have partnered with Action Edge Executive Development to lead their governance and political acumen division. In each episode, we meet with governance leaders and step into their boardrooms, where decisions shape the world arou...
Financial Executives International was founded nearly a century ago as a community of like-minded professionals focused on developing the role of the financial controller. Today, the profession is going through another accelerated transformation with the development of the ESG controller role that requires new skills and metrics to match against stakeholder demands that are rapidly changing. The Financial Education and Research Foundation, or FERF, is kicking off a series of conversations with ESG controllers and other thought leaders in the ESG finance space, focusing on how these leaders are adapting to the challenge. These conversations, along with a survey and other interviews, will ultimately result in a new research study on ESG controllers by FERF. In this first conversation I spoke with MasterCard's, ESG controller Tarynn Zenk. Tarynn leads the team responsible for reporting integrity over MasterCard's ESG disclosures and KPIs that measure progress towards the organization's ESG goals. Special Guest: Tarynn Zenk.
When our podcast was established a few years ago, the initial focus was on local investment legends such as Luther King, Susan Byrne, Jim Hille, and Dan Meader. Finally, as we wind down Season 3, it is time to have another true legend who has dedicated her career to education, leadership, and impacting our investment community. Since 2015, Dr. Marilyn Wiley has served as the Dean of the G. Brint Ryan College of Business at the University of North Texas or UNT. Previously, she was Senior Associate Dean. Before coming to UNT, she spent three years in the same role at Florida Atlantic University. Marilyn earned a Ph.D. in Finance from Texas A&M University, is a Chartered Financial Analyst and previously served as President of the Dallas-Ft. Worth CFA Society. She also consults for the CFA Institute on curriculum issues, recently served as member of the Board of Directors of the Ft. Worth chapter of Financial Executives International and her research has been published in several academic journals including the Journal of Futures Markets and the Journal of Finance. On this podcast, Marilyn shares her personal and professional journey, what she is most excited about for future generations of leaders in finance, and key takeaways to graduating seniors.
Rick Dahlseid, who serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division, presents an interesting acronym to our host May Harris that he shares when teaching nonprofit financial management courses at UCSD. He refers to an acronym called M.A.R.L.I.N. The idea is that it is beneficial for nonprofit boards to have specific individuals on their board, starting with “M,” a Marketing Professional. Rick takes us through the initials, touching on all the pieces that make a board successful. May and Rick also share their thoughts on volunteering in the community and assisting nonprofit organizations. IN THIS EPISODE: [1:11] Rick shares his background in the nonprofit sector [2:24] Rick explains that he teaches classes at the University of San Diego and the University of California at San Diego [4:28] Rick discusses when a nonprofit should engage a fractional CFO [5:52] Rick tells how a PBO serves nonprofits and other entities [7:28] Rick shares some details of the boards he has served on and describes the acronym he uses to cover board membership [11:55] Rick encourages listeners to volunteer in ways to give back to the community and nonprofits KEY TAKEAWAYS: [2:24] The University of San Diego offers a certificate program in their nonprofit institute. [3:33] There can be a fractional CFO in a nonprofit organization. [4:28] When a nonprofit in California exceeds 2 million dollars, it must have an audit. RESOURCES: For Profit Law Group - Website Nonprofit Counsel - Website Nonprofit Counsel - Instagram Nonprofit Counsel - Linkedin PFO Advisory - Website ABOUT THE HOST: May Harris has been a pioneer of nonprofit law practice for over a decade, having founded For Purpose Law Group in April 2012. She serves the nation's nonprofit sector with unparalleled expertise, prioritizing her client's missions, visions, and values. She specializes in nonprofit & tax-exempt organizations, social enterprise & business law, and estate planning & charitable giving. GUEST BIOGRAPHY: A Certified Public Accountant with a master's degree in Taxation, Rick is a financial expert by training and trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and financial operations to ensure operational efficiencies. Rick enjoys sharing his ideation strength to plan and introduce enhanced operational and cost control initiatives to drive greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive, productive organizational change in many types and sizes of organizations. Rick has unique expertise in the nonprofit area and has served in the Chief Financial Officer position for the past 18 years in healthcare, human services, arts and culture, environment, children's initiatives, higher education, and affordable housing. He is employed by and serves on the Executive Management Team of PBO Advisory Group, leading the Nonprofit Division. Rick was honored to be named 2021 San Diego Man of Influence and a finalist in the respected 2020 San Diego Business Journal's CFO of the Year awards. Rick is a Financial Executives International board member affiliated with the Financial Executive Networking Group and the CFO Roundtable. He is active in his church and enjoys exploring San Diego along with his wife, Denise, who is 42 years old.
Welcome to Count Me In, with your host, Adam Larson. In this episode, Adam is joined by Tim Hedley, the Executive in Residence at Fordham University and Shari Littan, Director, Corporate Reporting Research & Thought Leadership at IMA. Join this thought-provoking discussion as they delve into the importance of internal controls, the evolving landscape of sustainability reporting, and the challenges and benefits organizations face in adopting sustainable business practices.Discover how the COSO framework, the gold standard for reliable reporting, has been adapted to include non-financial reporting objectives, aligning with the rise of sustainability and ESG reporting. Explore critical trends in the world of ESG reporting, from increasing regulations to stakeholder engagement and supply chain transparency.Learn from Tim and Shari as they share their insights on the challenges organizations face in implementing sustainable practices and balancing short-term profits with long-term sustainability goals. Understand the significance of internal controls in providing a basis for external assurance and building stakeholder trust in reported information.Join Tim and Shari for a live event Nov 30 - Dec 1 in NYC. Register todayFull Episode Transcript:< Intro > Adam: Welcome to another episode of Count Me In. In today's episode, joining us are two guest experts. Tim Hedley, who is Executive-in-Residence at Fordham University, and Shari Littan, Director, Corporate Reporting, Research and Thought Leadership at IMA. Our discussion revolves around the importance of internal controls and sustainability reporting. And how they enhance trust, accountability, and reliability of the reported information. Tim and Shari share insights from the COSO framework. Which was developed to help improve confidence in all types of data and information. The landscape of sustainability reporting is constantly evolving, with shifting regulatory requirements and increased stakeholder expectations. We explore crucial trends; such as the focus on materiality and risk assessments, stakeholder engagement, supply chain transparency, and evolving reporting metrics. Let's get started, with this enlightening conversation. < Music > Adam: Shari, Tim, thank you so much for coming on the podcast. We're really excited to be talking about COSO, internal control, and everything in that whole ESG world. But just for our listeners, who may be unfamiliar, you could've, probably, have heard the term COSO, or ICSR, and those things before, but maybe you're not familiar with those terms. Maybe, Shari, you could take a little bit of time and define, maybe, a high-level overview of what COSO is, the significant, internal control framework, and the purpose of the new documents. Shari: I'd be happy to, thanks, Adam, it's great to be here. So COSO stands for Committee of Sponsoring Organizations and it came about in the late 1980s. It is a collaboration of five accountancy and auditing organizations. There's the American Accounting Association, which is an academic organization, primarily. AICPA, everyone is familiar. IMA, where we sit, and we primarily focus on the accountants and finance professionals in business, the in-house folks are ours. Institute of Internal Auditors, and FEI, Financial Executives International. So those five organizations make up COSO. COSO came about in the late 1980s, amid what was then the savings and loans crisis, and there was concern that the profession needed to do better. That we were starting to see major accounting failures, disclosure, litigation, regulation, questions. Are we doing the right things in the profession?" So the five accountancy organizations got together, and they said, "How are we going to resolve this? How are we going to promote trust and accountability in what we do, as a profession?" The focus became on this concept of internal controls, which we'll get to. So in '92, after that, the COSO, as an organization, produced its first internal control framework. And then we can move forward to 1990s, late 1990s, 2000, the Enron, WorldCom's era, which led to Sarbanes-Oxley. And Sarbanes-Oxley, rather than looking at the substance of what a company needs to disclose, again, looked at the idea of governance process, auditing, and said, "In order to produce financial reports to the markets, you need to focus on your systems and your controls. You need management to speak to it, in your reporting system. You need auditors to address controls." We had the PCAOP. So we have this Sarbanes-Oxley, which created this idea of internal controls over financial reporting. And, although, Sarbanes Oxley didn't specifically say, "You must use the COSO framework." It was considered the best thing around, and it's become the gold standard in how to produce reliable financial or corporate reporting in more general. Now, in 2013, the framework was refreshed, we got a new internal control framework. And what it did, in the 2013 refresh, is it added the idea of non-financial reporting objectives. That was around the same time, about 10 years ago, when we started to see all kinds of sustainability integrated, ESG, reporting frameworks. And, so, though not express, what the framework did, in its refresh, was say "Yes, this is completely applicable to these types of activities and reporting." And, so, that leads us to where we are, today. Where, earlier, in 2023 we issued the internal control over sustainability reporting publication. And what the authors did, in that publication, was we looked at the existing internal control framework and said, "Okay, now we're seeing an acceleration of ESG or sustainability reporting and activities, performance and activities. And that means we need good information, and that means we need quality information and transparency. Let's look at the COSO Internal Control Framework, and see how we can interpret it and apply it to these new forms of reporting. Adam: Shari, I think that's a great overview. And, as you mentioned, there's the ever evolving nature of this new type of non-financial reporting, ESG reporting. There are shifts in regulatory compliance. We were just speaking before we started recording how this could change, or that could change, or this regulatory body can make a statement, at this moment, at this time, how this is constantly changing. And, Tim, maybe, I'll ask you, how do you see this landscape changing? And what should organizations be, particularly, aware of, especially, with the ever evolving nature and things constantly moving? Tim: Well, Adam, thank you, and thank you for having me here. The sustainability reporting landscape has rapidly changed, particularly, recently, to meet stakeholder expectation, and government regulations. And, Adam, your question could be an entire podcast, or a big section of this podcast if we had that kind of time, but I do see some critical trends, just some of the ones, from my perspective. I mean, many people are out there, I'm sure Shari's got all kinds of ideas of what those trends might be. But there are some that just come to mind, for me. I think the biggest one that I think about a lot, and certainly what I experience in the classroom, and then talking to people who are in the field of sustainability reporting, some of the people I work with in different contexts, I think the first one is increasing regulation.Regulatory bodies, worldwide, are increasing their focus on sustainability reporting. And, personally, I think we should expect ever more stringent reporting requirements. And an interesting case in point, I think, is under the new California Climate Corporate Data Accountability Act. U.S. companies with annual revenues of $1 billion or more, in the State of California, for report both their direct and indirect greenhouse gas emissions, in the next few years. I think that's a huge change and really indicative of the kinds of things that we can expect going forward. I think next is, probably, increased investor pressure, I have no doubt about that. Institutional investors are placing more emphasis on sustainability factors, while making investment decisions. And, actually, I just saw an actual run of this, recently, last month, actually, they are employing very structured analysis using very detailed sustainability factors. So I think there's going to be more and more demand for increased disclosures, and that's not going to go away anytime soon. I think we're going to see more focus on meaningful materiality and risk assessments. People are paying a lot of attention to ensuring there are robust materiality and risk assessments, that identify and prioritize issues that are most relevant to businesses and to stakeholders. Stakeholder engagement will increasingly be more important. Engaging with stakeholders now is critical, but, I think, it's only going to become ever more so, as we move through this process. There appears to be a much keener focus on greenwashing, and I, personally, think this is a huge problem for us. I think it's actually gotten to the point, where it seems that the perception of greenwashing is causing some pushback in this space and, actually, almost threatening the integrity of the effort. I think we're going to have to think a lot more about honest transparency, in this process. Do we want people to actually buy into this and trust the process, and the kinds of things, this year, I was just talking about? I think I'm leaning directly toward that notion of more honest transparency. I think there's going to be a greater focus on supply chain transparency. Particularly around human rights, DEI, environmental impact, all these kinds of things. I think we've only seen the tip of the iceberg in this space. I think reporting, metrics will continue to change. The metrics that investors and stakeholders focus on are changing really fast. We are seeing a great deal of movement in the EU, in particular. For example, the Corporate Sustainability Reporting Directive, which went into effect this past January, it's extending the requirement to report on sustainability management from a select number of companies in the EU to nearly all companies in the EU. Except these little micro companies, I guess. So, again, a lot of movement here, a lot of stuff is changing. My bottom line, I mean, I could keep listing these things. But my bottom line is that sustainable reporting is dynamic, it's always changing, and, as professionals, we must stay informed about changes in regulations, investor perceptions, and societal expectations.Shari: Can I add just one thing to what Tim said, and that is we tend to focus, or we have tended to focus, when we think about corporate reporting on public companies. Because naturally there are securities regulations both in the U.S. and in various jurisdictions around the world. But one thing that we are seeing in the world of sustainability, or ESG information, is that it is going to affect small and medium-sized companies. Maybe not direct corporate disclosure, but to their commercial customers into supply chain. We're actually seeing where a large public company, for example, has made net-zero commitments or other kind of commitments. And they talk about that in their public materials, and it goes into their ratings, et cetera. Well, they turn around and turn to their suppliers and say, "If you want to sell to us, we want your carbon footprint data. We want your modern slavery DE&I data. And we're seeing, in a positive way, in certain places, where the large commercial buyer is working along with the smaller suppliers. The component, the agricultural companies, to say, "Let's find ways that we can work together." And it has become a competitive advantage for non-public companies to be able to say, "Not only can I deliver your components, but I can deliver your components along with quality information." We're seeing supplier audits in this area starting to come up, or industry collaborations where they're setting standards. So it's not only public companies to think about. Tim: It's not just the public companies, because I've had conversations with a lot of organizations, they're asking for my help in responding to their customers. And if they're part of the supply chain, they will, certainly, have to disclose Scope 1, 2, & 3 emissions. Shari: Exactly. Tim: And one of the problems they have is they have no clue, what in the world that company is talking about. They don't even know what the starting point is. We're talking about internal controls over sustainability reporting, this is wonderful stuff. But if you're a small organization, that's never even heard of this space, that has no idea how to report. A lot more education is going to be necessary for that upstream and downstream indirect emissions providers. I've had people call me up and say, "They're asking, now, my employees, how far do they drive to work? What kind of a car do they drive?" And all of these kinds of things, and it's very confusing for, in particular Scope 1, Scope 3, emissions information providers. Like "How in the world do I capture this stuff?" And, Shari, you're absolutely right, large organizations can't get where they want to get to with their reporting, unless the entire value chain comes on board. Adam: That makes a lot of sense, and there's going to be so much pressure from the consumers and regulatory bodies. And I can imagine it's overwhelming for any organization. Maybe somebody is listening to this and saying, "I know I need to do something." And, so, maybe, we can define what some of the benefits are to organizations and some advantages, if they can apply the sustainability business, the internal control integrated framework, to their organization.Shari: Well, I will say that, first of all, one of the great benefits of looking to the COSO framework, or ICSR as we're referring to it in shorthand, is that we already know how to do a lot of this. We have the ability to leverage what we already know about building good governance systems, and controls, and processes, and oversight into our company systems, and looking at the information flow. We can train, think about training our board, and our members, but we already have a lot of the tools, and the know-how to address the concerns. It's not as esoteric or new, it really can be rooted in what we already do. Second, another great benefit is that, although, we think about COSO Internal Control with respect to external financial reporting. When you actually get into the framework, it is enterprise wide, it is holistic. If you want good reporting, well, then, you need good information, and that means you are tracking your activities, and what your company is doing. And if the company is taking steps to actually become more sustainable in their performance. Of how they source energy, and how they human resources, and take care of waste, and all of those things. So it runs throughout an entire organization. And the thing that I find is that when you think about it holistically, you start with the concept of purpose. So if you look at the publication, you look at the framework, you look at principle one, a commitment to ethical behavior, of being a good corporate citizen. And what is your purpose? Why does your company or organization exist in the world? What are you aiming to achieve? Why should all of your investors, and stakeholders, and employees, stay with you? What are they going to get out of this; with respect to performance, and activities, and returns? So it leverages a reexamination, it leads to a reexamination, I should say. Why does our organization exist? What are we doing, and are we doing these things efficiently? Are we doing them effectively? When I first started writing this publication, when I was tapped to become part of the authorship team. I said, "Internal controls and sustainability, well, that feels a little apples and oranges, to me." But, in fact, it's really about focusing on goals. It's focusing on purpose, and objectives, and how the company achieves those, and the information that it uses to decide how it's going to use these resources. Tim: And I think I'll add something because I thought that was a great explanation by Shari. The bottom line is, from my perspective, I think the framework we're dancing or advocating and what has been put together with respect to internal control and sustainable reporting, it's comprehensive. It has widespread acceptance, it focuses correctly, in my belief, on risk management. It's very adaptable. When I read the publication that Shari co-authored, it's absolutely adaptable. We had with the internal control, the Internal Control Integrated Framework, absolutely adaptable, and it works perfectly here. And, really, most importantly, it has absolute global applicability Shari: Yes, when I hear Tim say that global applicability is that there are so many regulators, and policymakers, and standard setters, and all sorts of organizations that are saying, "Here's what you need to report." It's a lot on the what to report, but this gives a framework of method of how. Tim: Yes, and it does a good job with that. Adam: I think you've given a great explanation about all the advantages and how it benefits. But I can't imagine that it's an easy process, and there are got to be challenges that people can encounter along the way. Maybe we can discuss a few of those challenges, to help people feel at ease. Tim: When I was thinking through this, you can talk about some of the challenges. But, I think, it might make sense to talk about what some of the benefits are before we got to the challenges, perhaps, because I found that significant. I think the first, at least, from my perspective, the first benefit is enhanced reputation. A commitment to a purpose-driven business can enhance an organization's reputation, there's very little doubt about that. And there's a fair amount to thought leadership research, and surveys, and what have you, that support what I just said. If you look at GM, you look at Procter & Gamble, those are great examples of companies, in their sustainability report that have detailed their corporate purpose in very explicit ways, and easy to read, and make a lot of sense. And really I tell you in this space, there's been a paradigm shift. From just being a shareholder-first mentality, to say, "Hey, well, you know what, there are a lot of stakeholders." I think through this process you can gain a competitive advantage. Gain business practices, it can help recruit, and retain talent, just for one example. They can foster innovation. They can lead to development of new products and services. Think about electric vehicles, think about solar, think about power storage. These are all kinds of industries that we were not even really thinking much about not that many years ago, at least, not in a serious way. They can provide access to new markets and opportunities. And one thing I found very important, certainly, as my work over the last 25 years in the governance space and what have you, I can go a long way to increasing stakeholder trust and engagements. It can also have significant cost savings. Case in point is 3M's, 3Ps-Pollution Prevention Pays.And if you look at a sustainability report you'll see that, "Hey, this has saved billions of dollars since its inception." And they do a good job now of highlighting it, even though this was before we were really talking about sustainability, and ESG, and these things, and they were on top of some of the stuff. Risk mitigation, sustainable practice if well executed, it can mitigate environmental, social, and governance risk, ESG risks. It can help avoid costly reputational damage, integrity breakdowns, governmental scrutiny, fines and penalties, all kinds of benefits. Help provide access to capital, companies that demonstrate strong sustainable performance. Can often find it easier to access capital from socially responsible investors and from institutions that prioritize sustainable investments. Can lead to long-term value creation by producing a more stable and sustainable business model, less risk, and what I would say are higher valuations. And I think that's the greatest selling point for, actually, doing this stuff in a very serious way. It really is all about long-term value creation. And, of course, finally, I would say it can differentiate your brand. If you embrace sustainability and corporate purpose, you can distinguish yourself from competitors and build a brand that resonates with your consumers. Remember, it's all about the consumers in the end. There are some challenges which you had mentioned earlier, when we talked about it earlier. I think one of the biggest ones, the initial investment costs for sustainable products and efforts can be very expensive. Perhaps beyond the grasp of some, but well worth the investment for many. Understanding shifting consumer preferences is not always straightforward. Encouraging consumers to choose sustainable options over conventional ones can be slow and a challenging journey. Sometimes these sustainable options are perceived, sometimes, as being more expensive. Regulatory compliance can be demanding. It may require continuous adjustments to business operations. Clients with changing environmental regulations and standards can require continuous adjustments to your business operations. Which may pose significant operational challenges. Another big one is balancing short-term and long-term objectives it's often tricky. Organizations may, counter a lot of pressure to prioritize immediate profits over long-term sustainability, creating both internal and external pressure. And some may, I'm afraid, think you have to sacrifice one for the other. And, Adam, I don't buy into that, I don't believe that. But a lot of people do believe that, it's an either/or kind of thing. There are significant resource limitations above and beyond the budget I mentioned earlier. Things like renewable energy sources, sometimes, are hard to find. Sourcing sustainable materials can be really difficult, not to mention human resources and talent acquisition can be very difficult. Complex global operations are challenging. Multinationals might face headwinds in implementing uniform sustainability standards across diverse regulatory environments, cultural norms, socio-economic situations. Further global supply chains are incredibly complex. Much more so than domestic organizations, and requires a great deal of collaboration to make this work. And, then, finally, in this area, I would say the greenwashing concerns, we kind of touched upon it earlier. But with the focus on sustainability, there is a risk of an organization engaging in greenwashing. Where they make misleading claims about the environmental benefits of their products or operations. Such practices can lead to reputational damage and loss of trust among stakeholders. I know I've talked twice about greenwashing, but it is a huge problem. And it really is undermining a lot of the good efforts taking place in this area. So to help ensure long-term viability and success, I think it's important to develop a comprehensive strategy that aligns sustainability goals with the overall corporate purpose. Shari: Listening to Tim, I'm reminded of a story that was shared with me a few years ago, now. It was my colleague in an agricultural company. And, of course, the questions came to them about carbon footprint, "Are you measuring greenhouse gases, et cetera?" And, so, they started to do that measurement, the inventory, instituting their processes. And in doing that what they discovered is a huge waste of water because they were looking at how they produce and operate in a more holistic, as you say, totality. And, so, in trying to quantify and measure their carbon footprint they ended up changing their entire system of water and reduced it by a lot. So they ended up having gains, by extension, to new streams of information, that they hadn't been looking at before. Tim: It really is an exercise in navel-gazing, looking deep inside yourself, to actually do this stuff. And it's not an easy process, but that's a great example of where there are all kinds of benefits, well, and it's unintended benefits, from actually going through this process, and a lot of discovery takes place. You learn a lot about yourself. Adam: It really sounds like you can learn a lot. And I think you've kind of illustrated, my last question was going to be around, how does this framework play a crucial role in ensuring effective governance, and rules, and internal control systems. Especially, concerning sustainable business practices, and what you just displayed there, Shari, for us, was a great example of that. And if there are any other examples you guys can share, I think that would be really helpful, and encouraging as people are thinking about this and looking at it. Because it's inevitable that it will be affecting every organization. Shari: Yes, here's another example that I thought of, when you're getting more into the risk and the overall reasons, to think about sustainable business. But I do remember if you drive along highways now, how often do you see charging stations. In fact, I saw, not far from where I live, a former gas station had completely changed into an electric vehicle station. And I thought somebody else in that supply chain, if you create fuel pumps, you might want to think about changing that business model, and that's what the information can bring forward. Tim: Yes, earlier I had mentioned that notion of a robust, risk, and materiality assessment. And just adding on to what Shari was saying, I had a conversation not long ago with a tire manufacturer. So they were doing deep dives and taking it very seriously. But they started understanding things that were hugely important and material, they'd never thought about before. For example, when you drive down the road, your tread wears out of your tire. You don't think about, "Where does that rubber go?" Maybe it goes in the atmosphere, it goes on the street, it goes on the side of the road. And suddenly, wow, they're materiality mapping and that process is hugely dynamic. The risk assessment is dynamic, and I think people are looking for that dynamic approach to these kinds of things. You can be an energy company just delivering electricity for a municipality, and suddenly you start getting into solar panels. And, suddenly, "Wow, we got new risk, where are they sourced? Where is this stuff coming from? What does that supply chain look like?" So a lot of interesting things that actually pop out of going through this process. And a lot of it leads to much better decisions and also uncovering important things and cost savings, it's all there. Adam: Tim, Shari, do you have any final thoughts for our audience? Shari: Well, as we wrap up, I want to just bring it back to why the internal control, and the COSO framework, and that publication, in thinking about all these new types of activities and new types of information, that has risk associated with it. And there are business risks, but there are also risks in the information. For example, we talk about supply chain, so in order to account for Scope 1, not Scope 1 because that's your data. But Scope 2 and Scope 3, you, by definition, need to get information that doesn't come from your system that you're responsible for, it has to come from a third party. So there's risk in that information. So we need to think about other controls. We need to think about affiliates, or other investees, or companies that we outsource to, that we used to consider immaterial for financial reporting purposes, but now we need their information. Green Bonds, is another, where we're affirming to our lender that we are in compliance with certain ESG metrics and then they lower our interest rate, that's informational risk. We also have the risk of estimation and expectations, and how we measure prospective assumptions and leads to that kind of reporting. I think that's really huge because so much of sustainability reporting, including some of the mandatory disclosure requirements coming out of Europe, double materiality, impact accounting, it means estimating the future. That's what sustainability is all about. Do we have the resources made available to us in the future? Can we count on that? Are stakeholders willing to make those available? So, anyway, it goes to the question of estimating the future, which makes many, in traditional accounting, uncomfortable. They don't like to disclose and report on the future and our assumptions. But that's a necessary part of creating the measurement techniques in order to effectuate all these new demands, for reporting all these new KPIs. What I'm saying is that by following what we already know how to do, By leveraging the frameworks that we already have, it can highlight and help direct us address the innovative areas, the information, the use of digital technology, perhaps, to bring this about in a reliable way, and avoid the greenwashing that Tim has highlighted for us. Tim: Yes, I think the things that you talked about resonate with a lot of things we talked about earlier. Those things are all about long-term value creation. Shari: Agreed, absolutely. Tim: You got to be thinking about the future. And, also, one of the things that I see from the work you've done here and the internal controls of sustainability reporting. I think it's going to go a long way to helping with the notion of external assurance of this information. Because now we'll have internal controls in place that make some sense, that can be tested in and of themselves, it gives a lot more confidence in what's being reported. Because stakeholders are going to take some of this stuff with a grain of salt. Unless someone actually opines it, "Hey, wow, you know what they're telling you it seems accurate enough. It's doing what it's supposed to do." I think that's going to be a huge underpinning for the document we've been discussing here. Because I think it's going to go a long way to enabling that. And unless you have that third-party attestation, the trust may not be there until we get to that point. I don't know, that's just my prediction. Adam: Well, I appreciate you guys sharing your final thoughts and sharing all your insights with our audience, today. And thanks so much, again, for coming on the podcast. Shari: Thanks so much, Adam. Tim, it's been a pleasure. < Outro > Announcer: This has been Count Me In, IMA's podcast, providing you with the latest perspectives of thought leaders, from the accounting and finance profession. If you like what you heard and you'd like to be counted in for more relevant accounting in finance education, visit IMA's website at www.imainet.org.
Mentorship in finance and accounting is more important than ever as the economy and job market changes. That's one of the reasons Financial Executives International is launching a new mentorship platform as part of FEI Engage. In this episode of the podcast we listen to some of the most relevant discussions that FEI's Olivia Berman had last year as part of FEI Engage's How I Got Here series. In order of appearance, you will hear highlights from Oliva's conversations with Edua Dickerson and Kevin McBride of ServiceNow, followed by Wes Bricker of PwC and Talia Smith of Deloitte. Special Guests: Edua Dickerson, Kevin McBride, Thalia Smith, and Wes Bricker.
Somewhere in the Middle welcomes Executive Coach Michael S. Seaver Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself. For more than 25 years, Michael has led teams and has coached global leaders since 2011. He's invested thousands of hours in the arena, managing personal and organizational change, guiding others to uncover their lives' missions, and teaching leaders how to create psychological safety by inviting employee life experiences into the workplace. Michael has been featured in numerous publications, including Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, and Best Companies USA. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with an MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, and Emotional Intelligence assessments. Connect with Michael S. Seaver Facebook: https://www.facebook.com/MichaelScottSeaver Twitter: https://twitter.com/michaelsseaver Instagram: https://www.instagram.com/michaelsseaver/ LinkedIn: https://www.linkedin.com/in/michaelsseaver/ Website: https://michaelsseaver.com/ Book: I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration
“Be the person you needed when you were younger, and if you do that, you're going to find a tremendous meaning and joy in life.” Michael S. Seaver The workplace continues to evolve, as people become more aware of themselves and what they want. It is therefore important that the leaders of today understand the trends and align themselves accordingly. Michael S. Seaver provides coaching for leaders to help them unlock their potential and says it all goes back to finding your authentic self and being true to who you are. Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself. For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace. Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments. In today's episode, Michael talks about his passion for coaching, and how he unlocks people's potential. He also talks about the motivation behind writing his book and the hurdles he had to overcome to make the book a reality. Listen in! Social Media Handles http://michaelsseaver.com/ https://www.linkedin.com/in/michaelsseaver/ https://twitter.com/michaelsseaver https://www.instagram.com/michaelsseaver/ https://www.facebook.com/MichaelScottSeaver https://www.youtube.com/user/SeaverConsulting I worked at the Four Seasons Resort in north Scottsdale where I learned an awful lot about customer service, giving back and anticipating guests needs. After my MBA I took a full time job at one of the nation's largest healthcare systems as the director of talent sourcing. I always wanted to do coaching, and in February 2011, I launched my coaching practice as it is now. I am an executive coach and I do offer team trainings, I speak publicly and serve as MC for events, and I also have online courses. My life's mission is about how I can unlock potential and give other people hope. I've helped a lot of folks define what their life's mission is, or define what their personal brand is, and then figure out ways that they can share them openly. I've also really enjoyed helping people become coaches, which then creates an entire ecosystem inside of a company or organization for other coaches. We're moving forward to a very different time in human history, where people are going to stand in their truths in ways that they never have before. Our job as coaches and leaders is to help people believe in themselves in ways that they might not have before. We are moving to a time where people are slowing down, and finding an objective framework on how to distribute their time into things they genuinely care about. Commercial Break We have moved to what astrologist referred to as the Age of Aquarius. Organizations that are upscaling their people are the ones that are going to have the most engaged and productive staff. Now is the time to create those collaborative workspaces where people can truly express themselves in a more connected environment. In March of 2020, I got this epiphany and I reached out to a writing coach that I had known. The summer of 2020 was an enormously challenging emotional time for me, because I was confronting a lot of my own fears to tell some of the stories that I tell in the book. I had to challenge myself and get really deep into my own heart and soul to tell the stories that I told but it has opened up doors that I would have never ever considered. The more niche or specific that you are, the more depth oftentimes the help that you can provide is. I encourage everybody watching or listening to take the time to really start to share yourself more openly, because you never know who you're going to uplift. Be the person you needed to be when you were younger, and if you do that, you're going to find a tremendous meaning and joy in life. ………………………………………………… Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you. Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around thne globe. As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more. To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com
On March 21, the SEC published a widely anticipated proposal to enhance companies' climate-related disclosures. In addition to details regarding how management identifies, assesses and manages climate-related risks and the related impact on financial metrics, the proposal calls for companies to provide information about how their boards provide oversight of climate-related matters.In this episode, Heather Horn was joined by PwC's Stephen Parker and Jamie Gamble, along with John White, a partner in the law firm Cravath, Swaine & Moore and former Director of the Division of Corporation Finance at the SEC, to focus on the governance aspects of the SEC's climate disclosure proposal.In this episode, you will hear:2:46 - Potential timelines for final rule adoption and effective dates7:16 - The intent of the governance requirements in the climate disclosure proposal15:24 - If the governance provisions represent a trend for future SEC proposals25:45 - Reactions in the marketplace and how companies are navigating the “learning curve” around climate and governance28:29 - Perspectives on where responsibility for climate governance and oversight should reside41:42 - How board oversight of a well-defined ESG strategy allows companies to manage risks and drive success47:32 - Final advice on where boards and companies should focus as they continue to prepare for a final ruleWant to learn more? Listen to our previous podcasts that provide an overview of the proposal, related investor perspectives, and legal and regulatory perspectives on the proposal. Stephen Parker is a partner in PwC's Governance Insights Center, which strives to strengthen the connection between directors, executive teams, and investors by helping them navigate the evolving governance landscape. With more than 30 years of experience, Stephen has advised boards of directors on a variety of complex financial reporting matters. Stephen's client service experience has included energy and utility companies, financial services companies, and nonprofits.Jamie Gamble is a managing director in PwC's Trust Solutions practice with over 25 years of experience focused on corporate governance, cybersecurity, workforce, and ESG-related issues. Before joining PwC, he was a litigation partner at Simpson Thacher & Bartlett LLP.John White is a partner at Cravath, Swaine & Moore LLP, and chair of that firm's Corporate Governance and Board Advisory practice. He represents public companies on a variety of disclosure matters, including corporate governance, reporting, financings, and restatements. With over 50 years of experience, he previously served as the Director of the Division of Corporation Finance at the SEC and on the board of Financial Executives International. John is a current member of FASAC, and member of the Board of Trustees of the Practicing Law Institute where he also serves as chair of the audit committee.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.
Currently, Raj Aggarwal is with the Kent State University Foundation serving as a member of its Board of Directors. In addition to a mechanical engineering degree from the Indian Institute of Technology and an MBA and a PhD in Business from Kent State University, Raj is also a holder of the Chartered Financial Analyst (CFA) designation. Dr. Aggarwal is a graduate of Leadership Cleveland, class of 2004 and is an experienced academic, executive, and board member. His career includes successful stints both in business and academia. He serves on or has served on business boards that include (until change of control) Manco/Henkle DIY Inc. (Duck, LePage, and Loctite brands) for a quarter century, Ancora Trust/Mutual Funds and Maxxus Investments, also for a quarter century. He has also served on the boards of the Flood Company (CWF and Penetrol Brands) and ERC Inc. He has worked at Dana Corporation (International Finance) and Owens-Illinois Inc. (International Strategy), and been a consultant to the UN, the World Bank, and Fortune 100 companies and Commercial Banks. His non-profit board service includes the Kent State University Foundation, Goodwill Industries, Financial Executives Research Foundation, Hawken School, and the Cleveland Council on World Affairs. He has won many awards for his teaching and scholarly work. He is included in the Nature/Stanford University list of the top 2% scientists globally in Finance and Economics and has been cited and quoted over 9000 times by other scholars (h index of 50). He is a Fellow of the Academy of International Business and has been a Fulbright Research Scholar and the editor in chief of scholarly journals. He has been a visiting scholar at the Federal Reserve Bank of Cleveland, the SEC, and the Comptroller of the Currency. Aggarwal is also widely quoted in the local, national, and international print and broadcast media. He has been the business dean at the University of Akron and an Endowed Chaired Professor at three Universities, John Carroll University, the University of Akron, Kent State University. He has been a visiting professor at Harvard, Michigan, South Carolina, University of Hawaii, and overseas at Lund (Sweden), IUJ (Japan), Trinity College (Ireland), Griffith (Australia), and NUS (Singapore). He was awarded a Fulbright Research Fellowship and a Larosier Award for the best international finance essay at the World Bank/IMF annual meetings in Prague. He has been elected or appointed to many leadership positions serving as President or Vice President of the Eastern Finance Association, Financial Management Association, Academy of International Business, Financial Executives Research Foundation, and Financial Executives International's Northeast Ohio Chapter. He has served as the Editor in Chief for Corporate Finance Review, FMA's Financial Practice and Education, Journal of Teaching International Business, and the Finance and Accounting Editor for the Journal of International Business Studies. In addition, he serves or has served as Associate Editor for many scholarly journals. Visit https://www.aib.world/frontline-ib/raj-aggarwal/ for the original video interview.
On March 21, the SEC published a widely anticipated proposal to enhance companies' climate-related disclosures.In our third episode on the SEC's proposal, Heather Horn was joined by Kyle Moffatt, partner in PwC's National Office, and John White, who is a partner in the law firm Cravath, Swaine & Moore and former Director of the Division of Corporation Finance at the SEC. Heather, Kyle, and John take a deeper dive into some of the key accounting, legal, and regulatory questions that registrants may have.In this episode, you will hear:1:47 - Perspectives on marketplace reactions to the proposal6:03 - The challenges of defining climate-related events and collecting related data9:17 - The various materiality considerations within the proposal11:32 - The factors that the SEC could weigh when evaluating comments on the proposal18:03 - Legal perspective: understanding the SEC's authority to enforce rules23:15 - How the proposed rules differ in design and impact from a Staff Accounting Bulletin28:19 - How companies can start to address the proposed rules, beginning with board-level considerations39:52 - The importance of data quality for readiness, and final words of adviceWant to learn more? Read the proposed rules: The Enhancement and Standardization of Climate-Related Disclosures for Investors, the related fact sheet, and our In the loop, The SEC wants me to disclose what? The SEC's climate disclosure proposal. Also, listen to our previous special episodes, The new SEC climate proposal, and SEC climate proposal: A closer look.Kyle Moffatt is a partner in PwC's National Office where he consults with engagement teams and audit clients on SEC reporting matters. He joined PwC in 2020 after spending almost 20 years with the SEC, most recently as Chief Accountant and Disclosure Program Director in the Division of Corporation Finance.John White is a partner at Cravath, Swaine & Moore LLP, and chair of that firm's Corporate Governance and Board Advisory practice. He represents public companies on a variety of disclosure matters, including corporate governance, reporting, financings, and restatements. With over fifty years of experience, he previously served as the Director of the Division of Corporation Finance at the SEC and on the board of Financial Executives International. John is a current member of FASAC, and member of the Board of Trustees of Practising Law Institute where he also serves as chair of the audit committee. Heather Horn is PwC's National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC's accounting and reporting weekly podcast and quarterly webcast series. With over 30 years of experience, Heather's accounting and auditing expertise includes financial instruments and rate-regulated accounting.Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.
Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded, and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself.For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace.Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments.Website: https://michaelsseaver.com/
Calvin Harris Jr., is Senior Vice President, Finance and Chief Financial Officer for the National Urban League (“NUL”), based in New York City. He has over 30 years of “Csuite” level experience in working with complex organizations. Calvin is a Certified Public Accountant, and graduate of Morehouse College in Atlanta. Prior to NUL, Calvin served as the CFO of Baltimore City Community College (“BCCC”), along with prior roles at non-profits such as the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began at the international accounting firm Arthur Andersen and Calvin has served as CFO, auditor, controller, forensic accountant, consultant, and expert witness over his career. During his role as CFO at BCCC, the Baltimore Business Journal named Calvin as a “Best in Finance: CFO” of the year award recipient, and twice he has been named one the “Top 100 Most Influential People in Accounting” by Accounting Today magazine. Frequently contacted on matters related to business and leadership, Calvin has been quoted or interviewed by numerous news sources including Inc., CFO magazine, Black Enterprise, Forbes, U.S. News & World Report, AMEX Open Forum and Staples Business Hub, and Financial Executives International. Calvin is a former Chairman of the Board and National President of the National Association of Black Accountants (“NABA”) and a former President of the Baltimore NABA Chapter. Among prior volunteer roles, he has served as the Vice Chair of the Maryland Association of Community College Business Officers (“MACCBO”), Chair of the Board of DC Doors, and is a Board member of the Maryland SPCA. A lifelong-Marylander, Calvin resides in Brooklyn, New York Clavin also writes a colunm for Sarciosis News - https://sarcoidosisnews.com/category/columns/ Calvin Harris, Jr. can be found via Social Media @Calvin Harris YouTube Video: https://youtu.be/lPCW1w8BGPw --- Send in a voice message: https://podcasters.spotify.com/pod/show/kwallerspeaks/message
In this episode, we will talk about relationship habits, how to develop communication skills. Today our special guest Michael S. Seaver Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself. For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into the workplace. Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments. Contact Michael: Website: https://michaelsseaver.com Instagram: https://www.instagram.com/michaelsseaver/ Linkedin: https://www.linkedin.com/in/michaelsseaver/ Facebook: https://www.facebook.com/MichaelScottSeaver Have A question in Mind? Submit Your Question here. We might answer it in the next episode. www.SalmanFarsi.co/ask Discover the host: Instagram: @salman.yt Linkedin: https://www.linkedin.com/in/thesalmanhub/ Facebook: https://www.facebook.com/thesalmanhub/ --- Send in a voice message: https://anchor.fm/salmanfarsi/message
Michael Seaver's entrepreneurial journey may seem like a long one, but by his 30s, Michael had already identified his life's work and was fully running his own booming coaching company. Now, he's expanded that coaching lifestyle into the service area, spreading the knowledge he's found about adjusting your perceptions inwardly so you can perform at a higher level outwardly with industry leaders and startups alike. Today, Join host Liam Leonard with guest Michael Seaver to talk about Micheal's path through family business, corporate positions, and ultimately to his calling. Find out how being aware of your mental patterns will help you to shed unwanted perceptions. Take a look into Michael's personal experience that investing in yourself will place you higher than you thought you'd be in 10 years, and learn the reason behind Micheal's conviction for becoming the person you needed when you were young. 3 Key TakeawaysWhy it may take time for you to clearly articulate your life missionThe most impactful investment Michael ever madeHow to maintain your core values while advancing with the world's changesAbout Michael SeaverMichael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded, and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself.For more than 25 years, Michael has led teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into the workplace.Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments.ResourcesWebsite: michaelsseaver.comHis book: I Know: A Practical Guide for Awakening to What's Within and Finding Work-Life IntegrationInstagramLinkedin
Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded, and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself.For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace.Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments.Website: https://michaelsseaver.comBook - I Know: https://michaelsseaver.com/booksLinkedIn: https://www.linkedin.com/in/michaelsseaverTwitter: https://twitter.com/michaelsseaverFacebook: https://www.facebook.com/MichaelScottSeaverInstagram: https://www.instagram.com/michaelsseaverYouTube: https://www.youtube.com/user/SeaverConsulting
This is Java Delight! With your hosts: Brandon Croucher & Ilse Pieterse Today, we'll be interviewing our special guest, Michael Seaver. Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to know you can discover the answers already inside yourself. For more than 25 years, Michael has led teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into the workplace. Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with an MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments. https://michaelsseaver.com/ https://www.youtube.com/user/SeaverConsulting It's going to be a great episode on Delight's Digital Cafe! http://www.delightcafe.com #delightsdigitalcafe #delightcafe #delightcafecbd #javadelight #tooltuesday #goodmorning #morningshow #talkshow #podcast #positivity #morningmotivation #talk #delight #justchatting --- Send in a voice message: https://anchor.fm/javadelight/message
In this episode we will talk about Personal core values, how to identify them and how can you integrate your core value with your companies core value. Today our special guest Michael S. Seaver Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself. For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace. Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments. Contact Michael: Website: https://michaelsseaver.com Instagram: https://www.instagram.com/michaelsseaver/ Linkedin: https://www.linkedin.com/in/michaelsseaver/ Facebook: https://www.facebook.com/MichaelScottSeaver Have A question in Mind? Submit Your Question here. We might answer it in the next episode. www.SalmanFarsi.co/ask Discover the host: Instagram: @salman.yt Linkedin: https://www.linkedin.com/in/thesalmanhub/ Facebook: https://www.facebook.com/thesalmanhub/ --- Send in a voice message: https://anchor.fm/salmanfarsi/message
Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence. Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself. For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into the workplace. Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with an MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments. Connect with Michael: https://www.instagram.com/michaelsseaver/ https://www.linkedin.com/in/michaelsseaver/ https://www.youtube.com/user/SeaverConsulting
Michael S. Seaver is an award-winning executive coach, leadership consultant, keynote speaker, and author. He's on a mission to unlock human potential to help people uncover and live their purpose, and live a more meaningful and authentic life. His unique methodology has revolutionized how leaders can live authentically and how organizations engage employees. He offers no-nonsense strategies to help people find confidence in their life's narrative, commonalities across generations working today, and ways to communicate with emotional intelligence.Michael's newest book, I Know, A Practical Guide For Awakening To What's Within And Finding Work-Life Integration, tells his story of excruciating emotional pain and contemplating suicide. Cleopatra, his cat, sensed his despair, kept him grounded, and helped him rise from his life's ashes. I Know is a how-to guide Michael uses with clients walking you through the three phases of personal transformation and nine processes you can complete alone or with trusted friends. The book tells Michael's raw and authentic story, offers research-based psychological truths, and is full of real-world client examples. After reading I Know, you'll transition from believing life's answers come from outside yourself to knowing you can discover the answers already inside yourself.For more than 25 years, Michael has lead teams and has coached global leaders since 2011. He's invested thousands of hours in the “arena” managing personal and organizational change, guided others to uncover their lives' missions, and taught leaders how to create psychological safety by inviting employee life experiences into workplace.Featured in numerous publications such as Forbes, Authority, Medium, Thrive Global, Arizona Republic, Business Journals, Accounting Today, Financial Executives International, Best Companies USA, Michael has shared his experiences widely. He is a frequent guest on international podcasts and has served on a variety of boards of directors. Michael graduated from the Thunderbird School of Global Management with a MBA and speaks a bit of Mandarin. He is certified by TTI Success Insights to administer the DISC, 12 Driving Forces, Emotional Intelligence assessments.Website: https://michaelsseaver.comBook - I Know: https://michaelsseaver.com/booksLinkedIn: https://www.linkedin.com/in/michaelsseaverTwitter: https://twitter.com/michaelsseaverFacebook: https://www.facebook.com/MichaelScottSeaverInstagram: https://www.instagram.com/michaelsseaverYouTube: https://www.youtube.com/user/SeaverConsulting
Contact Karri Callahan: https://www.linkedin.com/in/karri-callahan-5219676a/FULL EPISODE TRANSCRIPTMitch (00:00):Hey everyone. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong and this is episode 134 of our series. In today's conversation, you will hear from Karri Callahan, CFO of global real estate company, Remax. Karri spoke with my co-host Adam about the role of the CFO and shared some tips for finance leaders. From strategy and technology to diversity, equity and inclusion, Karri has great perspective on many topics business leaders should be aware of. So to hear more, keep listening as we head over to their conversation now. Adam (00:47):So Karri, thanks so much for joining us and as you know, the role of the CFO is become very multifaceted and how can aspiring finance leaders better prepare themselves for providing a strategy and insight? Karri (01:00):Great, thanks so much for having me Adam, I appreciate it. And I think there's a couple of things to consider. First and foremost, I think it's important that you always keep learning, making sure that you continue to build your network, connect with peers and think about joining the right organization for you so that you can hear from different speakers and industry leaders on a regular basis, I think is really helpful. Some organizations that you can consider and that I've found helpful include Financial Executives International or FEI, and also the Association of International Certified Professional Accountants, so the AICPA. Since I've been the CFO of a publicly traded company for the last five years or so, I've also found, NIRI or the National Investor Relations Institute, a great resource, they offer some fantastic certification courses and trainings and have just a tremendous library of events and programs that they offer. So I think that's also another resource for you. And then of course, last but not least, IMA definitely I know you all have a lot of resources to help professionals. I think the last thing I would say is just read things that are of interest to you, so that you can stay current either on recent economic trends, trends that might be impacting your business or your industry, or just business leadership in general. But I think some of the best advice I've gotten is that it's important and critical to really be intentional about how you spend your time. Your time is truly invaluable and making sure that you get the most out of every minute is critical, but if you keep really absorbing information, learning from others, the better prepared you're going to be as life and your profession throw you curve balls. Adam (02:53):Yeah, definitely. So, you know, speaking of time, we know that time, technology takes a lot of our time and technology has changed how finance and accounting operate with how, many routine tasks or many, many routine tasks are now automated, freeing up professionals to focus on higher level tasks. How well acquainted should today's accounting and finance professionals be with technology like intelligent automation or RPA? Karri (03:21):Yeah. So it's a great question. Remax LLC, president Nick Bailey, who I work closely with, he oftentimes tells our agents that if you know that technology won't put real estate agents out of business, but agents who don't embrace technology will put themselves out of business. And I think that advice is applicable to so many other professions, including mine and accounting and finance. And so I think as you think about technology and as all professionals really think about technology, it's important that we're always learning and evaluating and studying new trends from a technology perspective, that makes sense for your company and the finance and accounting operations within your organization. Our teams are constantly evaluating how to incorporate new technologies and software into our routine accounting and finance processes and the reason why that's so critical is because it frees up our team's time to really help analyze trends within the business, evaluate business opportunities and really work strategically with other leaders within our organization so that we're contributing to strategic growth initiatives. And so technology is a key point to that, you know, as part of that transformation within our business, our company now has more in-house technology expertise and firepower than we ever have. We have now about 50% of our workforce that's directly involved in technology and we've recently announced an organizational change to really create one technology team comprised of all of those professionals so that we can really maximize collaboration, focus on our customer and end user experience and operate with purpose, passion, and excellence from a technology perspective. And I think what that does over time is, you know, we expect it really will benefit the entire corporate team, including everyone from an accounting and finance perspective, as well as other services function by really enhancing the delivery and supportive technology and data to all areas of the business so that we can continue to drive the business forward. Adam (05:28):Definitely. It sounds like Remax is doing some wonderful things to, be a leader in the industry. So what do you do to stay ahead on the technology curve? Karri (05:39):Yeah, great question. So I think, you know, fortunately the piece of change in the real estate industry, it's incredibly exciting and incredibly dynamic and because of that, our leadership team has really a front row seat to the latest technologies as we implement our MNA strategies as well as just continue to focus on our organic growth as well. For example, you know, despite a global pandemic in September of last year, we announced the acquisitions of Gadberry Group and Weenlow. Gaderry Group specializes in building best in class products that help clients solve geospatial challenges through accurate and precise location data. Weenlow is a Florida based startup that is reshaping the mortgage loan processing, process within the mortgage brokerage channel and they have developed the first service cloud for mortgage brokers effectively combining third-party loan processing with an all-in-one digital platform. And so those are just two really exciting opportunities that we have been able to execute upon as we really look to stay ahead of that technology curve. You know, we're always assessing the latest technologies and innovative companies with in, in the space and in our business pursuits because we are the worldwide leader and we want to make sure that Remax, stays in that position from a real estate technology perspective is clear. That mission is hugely beneficial to my knowledge of what's currently out there and what the space is, is truly lacking. It sounds simple, but another way to stay ahead of the curve is really by surrounding myself with a healthy mix of like-minded individuals and people who really stretched me beyond my own constraints. We have a fantastic network of about 140,000 real estate agents, more than 600 headquarter employees, and we operate in over 110 countries and territories globally and I'm so fortunate to be able to work with and network alongside people who have very similar core values and yet challenge each other to continuously improve and innovate. And I think that collaboration really transcends across our headquarters organization because I think staying connected with leaders on the technology side is really important. I have a standing weekly meeting with our chief operating officer who oversees all of our technology and am integrated with other leaders across our product and engineering teams as well. And I think that's really helpful because getting their perspective helps me stay ahead and stay current in terms of what's happening from a technology perspective. Adam (08:27):So to shift gears a little bit. Recently, business leaders have become more attuned to the need to actively promote diversity, equity, and inclusion, not just because of public pressure and what's been happening just in society in general, but because there are also tangible business benefits, how has Remax supported DE&I broadly and staff members who are women and or people of color? Karri (08:49):Thanks, Adam. I think this is a great question and part of the reason I think that it's important and one of the things that I think is critical to note in response to this, is that at our core, our business is a business that builds businesses. We provide a platform for entrepreneurs of all different backgrounds and more than 110 countries and territories, to be as successful as they want to be. And our approach to supporting entrepreneurship across all of those different dimensions has really been ingrained of the fabric of our company for nearly 50 years now. However, specifically over the last year or so, we've built on this cultural foundation and taken steps to promote actionable change both at our corporate level, as a franchisor and through our network of independently owned and operated franchisees across the globe. So from a corporate perspective, we've done a number of things. First, we conducted a 10 week racial equity and social justice challenge open to all of our teammates to build more effective social justice habits, particularly those dealing with issues of race, bias, and privilege, and really by having an open dialogue around these very difficult issues. It's our hope that we can each find ways to be part of the solution. I was excited to participate in it and I found the dialogue and the engagement very satisfying from a personal perspective. We also held multiple listening sessions across our employee base to hear from teammates on these topics, including their feelings on what we're doing well, what we can improve on, and what actions they'd like to see from our company on a go-forward basis. We've also enlisted an outside consultant to help us take an inventory of what we do around social governance that spans the spectrum in terms of our sustainability efforts, diversity, philanthropy, and our governance and what we do well and what we can improve upon. And then a couple of other things that are just single points in time. We did take a stand and issued a statement in the wake of the George Floyd killing last year, we closed our headquarters on Juneteenth, both in 2020 and again this year, and then our motto mortgage division also dedicated the month of April to advance homeownership fairness with their product, "one motto, one vision", which was an educational campaign that was focused on efforts to advance equality in mortgage lending and increase awareness of these issues within our motto mortgage network, as well as the consumers that they work with. In terms of our franchisee networks, we've also done a lot in this area, not only in the last year, but really throughout our history. We've been actively promoting, the national association of realtors at home with diversity training to our membership in all of our weekly communication that goes out to our network of real estate agents and this course addresses issues of diversity, fair housing, and cultural differences. Last year in August at our spring convention, we also announced the introduction of some additional training, which is through the National Association of Realtors, which is a fair haven training through our Remax university platform. And that's a course that really tests all agents on all things, fair housing. We continue to promote diversity and inclusion at our large scale events, including securing diverse group, a diverse group of speakers. One example of that was Baratunde Thurston who gave a popular Ted Talk at our franchisee owner conference in August of last year and the topic was, "how to deconstruct racism one headline at a time". And then we also use social media channels to champion diversity and also leverage a lot of relationships that we have across the real estate industry with housing advocacy groups, like the National Association of Hispanic Real Estate Professionals, or NAHREP, the National Association of Black Real Estate Brokers, or NAREB. And then the Asian Real Estate Association of America, AREAA and the LGBTQ+ Real Estate Alliance, and we offer a lot of trainings to our franchisees and agents on our platform in support of those programs as well. Adam (13:25):That's really great. Again, just sounds like Remax is doing some great things to be a leader in the community, to stand up and to make sure that there is change in our society, which has been needed for a long time. So that's just wonderful to hear. Karri (13:40):It's very exciting and I think for me as a leader, it's something that I'm just really proud of in terms of being associated with an amazing brand and an amazing company like Remax, both professionally and personally. Adam (13:53):So as a female CFO, I know that CFOs, to be a female CFO, hasn't always been a trend, for many, many years in the accounting profession. Have you ever experienced gender bias and what did you do to overcome those challenges? Karri (14:11):Yeah, it's a great question and I think from a Remax perspective, we are so fortunate because Remax was co-founded by Gail Liniger and historically gender bias is just not something that we've seen at this company. I think the gender diversity at Remax makes us stand out even more so because it's truly ingrained in who we are. In 1973, Dave and Gail Liniger, who are co-founders, they were two very ambitious professionals and they set out to build a new company that would truly operate differently than the competitors who existed at the time and ultimately disrupt the entire real estate industry as a whole. But central to that disruption was the fact that Remax was truly built on the back of female entrepreneurs with Gail Liniger at the forefront and really because at the time female real estate agents struggled to have a prominent role in the industry before Remax was introduced to today. So if you fast forward to today and you look across the Remax franchisee and agent network, we're close to 50/50 in terms of the male/female split amongst our real estate agents and franchisees who own franchises across our networks. Two of our five executives are female and 40% of our board members are female. So we don't really talk about it being important, I think we demonstrate just in those statistics, that it truly is important. And our proven track record of elevating women to leadership positions across the company, really combined with some progressive maternity and parental leave benefits is really highlighted because Forbes recently ranked Remax at number 11 on its list of America's best employers for women. And so in general, I do think that there can be a stigma and a lack of credibility associated with female leaders. I feel extremely fortunate that I haven't experienced this in my current role, but I am always intentional about establishing myself and my credibility because I know it's something that other female leaders have had to overcome in their workplaces. Closing (16:27):This has been Count Me In. IMA's podcast providing you with the latest perspectives of thought leaders from the accounting and finance profession. If you like what you heard and you'd like to be counted in for more relevant accounting and finance education, visit IMA's website at www.imanet.org.
Interview with Cady North Today's guest was made for the Resilient by Design Podcast not only because she is the author of a book called The Resiliency Effect, but also because of her mindset on life and goals. I had the pleasure of interviewing Cady North, author, speaker, podcast host, investment advisor, and Anti To-Do List CEO of North Financial Advisors. Cady North always knew she wanted to help others find financial resilience. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. Before taking the leap to start her financial planning business, she spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. Cady writes about money, mindset, behavior, mental health, and work culture. Through the episode, Cady and I chat about the importance of your money mindset, recognizing where you are and what you want to create, imposter syndrome, her sabbatical, and what it means to make a change in your life, and our mutual need to stay busy. Cady works with women to support their money journeys and build resilience for the future. She ensures that their dreams align with their finances, because it's extremely important that your business allows you to live the life you want. In the episode, we talk about how we often identify ourselves with what we do instead of who we are and get caught up in our own heads. We often focus on what we SHOULD be doing instead of doing what we WANT or LIKE to do. Cady encourages people to live their lives more in sync with their goals and values instead of what they “should be doing”. We also talk about her book, The Resiliency Effect. Her book is filled with stories of modern women who made changes to live more in sync with their purpose and passions, The Resiliency Effect teaches you to: Embrace and overcome adversity so you too can live your biggest dreams; Determine what habits and coping strategies are blocking you from success; and take tangible steps to make lasting changes in your life. You can find Cady on her website at cadynorth.com and on Instagram @cadynorth. Find her book on Amazon.ca, click here. -- Also, here's my small request for the day, visit my website, rebeccahay.com, and tell me what do you want to see! I'm in the middle of revamping the website and would love your feedback because I want it to serve you better! Send me a DM on Instagram or email at info@rebeccahaydesigns.com. -- Click here to join our Facebook community for designers.
In this episode, Luis speaks with Cady North, CFP®. Cady North is an author, podcast host, speaker, investment advisor and the founder of North Financial Advisors. After 5 years owning her own financial planning business, Cady realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. We easily move on to the next thing rather than doing the inner work necessary to match our outer dreams. Knowing there is a limit to the number of people Cady can reach one-on-one, she wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.Cady’s experience with money and business started young. Her parents were small business owners, and she learned to balance a business checkbook by the age of 13. Following a traditional corporate career path, Cady spent more than a decade advising high-level executives of Fortune 500 companies while working for industry giants such as Bloomberg and Financial Executives International. Then, she took the leap to start her own business helping women and entrepreneurs plan for their futures and grow wealth. Cady works with private clients virtually throughout the country and co-hosts a weekly podcast called Corporate Hostage, No More! Her work is regularly featured in news outlets such as the Washington Post, Business Insider, and Bustle. She was named as a top financial advisor by Expertise.com in 2020. She holds a B.A. from The University of Texas at Austin and an MBA from Georgetown University. Notes: In this episode, you’ll learn about the following and more: Cady’s book, The Resiliency Effect The Most Common Limiting Beliefs That People Tend to Have What Status Quo Bias is and How It Impacts Us How You Can Begin Focusing On Your Inner Journey and Make It Match Your Outer Journey Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45 Cady North’s Website Cady North’s Twitter Cady North’s Instagram Congresional Chorus’ YouTube Chanel Luis’ Instagram Luis’ Facebook Luis’ LinkedIn Luis’ Twitter On My Way To Wealth YouTube Channel
With a heritage dating back 88 years, Financial Executives International (FEI) has been providing generations of finance professionals with a strong community for networking, learning and professional growth. In this episode of Upside/Downside, Andrej Suskavcevic, President & CEO of FEI, shares how Finance Business Partners are really in the relationship business, and the days of getting by with technical and cost-cutting skills alone are gone. We also discuss why professional associations are an important component to your career resilience strategy. Join us!
This episode explores some of the standard and creative choices companies have in adapting, insulating and optimizing equity awards for stock market declines.Host: Jennifer Namazi, Content Director, NASPPGuest: Nathan O'Connor, Managing Director, Equity MethodsEpisode Notes: Trends and observations of an unprecedented 2020 (2:06)How equity compensation has grown in relevance this year (7:48)Key considerations companies face in restoring broken incentives (9:20)The mechanics of restoring incentives and 3 choices available (12:53)What is "discretion" and how is it different from modifying an award? (14:17)Exploring different flavors and varieties of award modifications (22:22)Thoughts on relatives performance equity and it's place in executive compensation (30:29)Predicting the future of the equity compensation landscape (32:12)Resources mentioned in this episode:Optimizing Equity Awards in a Down Market (NASPP Blog)Modifications and Discretion FAQ (Equity Methods)About our Guest: Nathan O'Connor is a Managing Director at Equity Methods, a consultancy that helps hundreds of public and private companies model, value and account for equity compensation and other complex securities. As the first point of contact for prospective clients, Nathan brings over a decade of quantitative consulting experience to bear in collaborating with the Valuation, Reporting, and HR Advisory practices within Equity Methods to ensure that prospective clients’ needs are met. As a liaison between the company and the broader compensation community, he shares best practices at industry events throughout the country and through publishing technical articles. Prior to his current role, Nathan served as the national valuation practice leader at Equity Methods, where he oversaw all client delivery, operations, and R&D in support of more than 400 public and private clients, in addition to directly serving the compensation consultants and senior executives of several Fortune 50 companies.A technician at heart, Nathan is a Certified SAS Base Programmer who has taught core finance topics in the University of Arizona’s MBA program and internal derivatives workshops at Equity Methods. He holds a B.A. in International Relations from Purdue University, an M.B.A. in Derivative Securities from the Quinlan School of Business at Loyola University Chicago, and an M.S. in Finance (PhD ABD) from the Eller College of Management at the University of Arizona. He previously served on the Board of the Las Vegas NASPP as Program Chair and the Phoenix Chapter of the NASPP as Secretary. Currently, Nathan serves as a Chapter Leader of the Arizona Chapter of Financial Executives International and an Advisory Board Member of the Certified Equity Professional Institute.Support the show (http://naspp.com/membership)
We're back with part two of our conversation on managing change and driving innovation. Join host Damien Martin and change and project management specialists John Gamble and Gary Farrar as they continue their discussion on leading change in any organization that was tapped in front of a live audience at a Financial Executives International event in Chicago, IL on February 27, 2020. This special two-part interview covers strategic perspectives on change management and an opportunity to hear about and learn from BKD’s internal innovation efforts. Here’s what’s covered in part two (give episode 104 a listen for part one): Collaboration in a remote environment @ 1:54 Working with resistors as a new person on the team @ 3:49 Tips for approaching cost reduction projects and post-merger integrations @ 6:09 Innovation is a slice of change management @ 7:27 The horizons and types of innovation @ 10:27 How BKD is approaching innovation @ 12:56 Failing fast and other concepts from the lean start up world @ 18:37 A client story of BKD innovation @ 24:49 Score carding as a type of incremental innovation @ 27:53 Innovation for organizations other than professional services firms @ 28:35 Key action items for CFOs @ 31:58 Managing profitability and innovation @ 36:38 Tips for family-owned and closely held businesses @ 40:47 Key takeaways @ 44:13 Learn more about our guests here and watch the video of the full interview here. GET MORE “SIMPLY TAX” We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube
We're back with part two of our conversation on managing change and driving innovation. Join host Damien Martin and change and project management specialists John Gamble and Gary Farrar as they continue their discussion on leading change in any organization that was tapped in front of a live audience at a Financial Executives International event in Chicago, IL on February 27, 2020. This special two-part interview covers strategic perspectives on change management and an opportunity to hear about and learn from BKD's internal innovation efforts. Here's what's covered in part two (give episode 104 a listen for part one): Collaboration in a remote environment @ 1:54 Working with resistors as a new person on the team @ 3:49 Tips for approaching cost reduction projects and post-merger integrations @ 6:09 Innovation is a slice of change management @ 7:27 The horizons and types of innovation @ 10:27 How BKD is approaching innovation @ 12:56 Failing fast and other concepts from the lean start up world @ 18:37 A client story of BKD innovation @ 24:49 Score carding as a type of incremental innovation @ 27:53 Innovation for organizations other than professional services firms @ 28:35 Key action items for CFOs @ 31:58 Managing profitability and innovation @ 36:38 Tips for family-owned and closely held businesses @ 40:47 Key takeaways @ 44:13 Learn more about our guests here and watch the video of the full interview here. GET MORE “SIMPLY TAX” We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube
Managing change and driving innovation have rapidly become top priorities for financial executives; however, it’s often difficult to keep up with the fast pace of change and fit these challenging tasks into an already packed to-do list. Join host Damien Martin and change and project management specialists John Gamble and Gary Farrar for an informative discussion on leading change in any organization that was tapped in front of a live audience at a Financial Executives International event in Chicago, IL on February 27, 2020. This special two-part interview covers strategic perspectives on change management and an opportunity to hear about and learn from BKD’s internal innovation efforts. Here’s what’s covered: “Change is all around us, some that’s in our control and some that’s not” @4:37 Perspectives on change management from the AICPA @6:58 It can be overwhelming @9:44 External drivers of change @11:01 Two basic questions you need to ask to be relevant and successful in a future that looks different than today @14:43 Two basic disciplines @17:13 The process of successful personal change @22:40 The psychology of going through change @29:12 What’s a project? @31:28 Characteristics of a good project manager @35:26 What should you do if you don’t have a project manager on the team @39:37 Is project management still relevant? @42:52 The triple constraints that define any project @45:49 How do you instill passion to your team to get behind a project? @48:13 Why do 70 percent of project fail? @50:53 How to engage passive listeners on the team @52:17 Tips for being a project management by default @56:48 Portfolio management for project management @57:54 Learn more about our guests here. GET MORE “SIMPLY TAX” We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube
Managing change and driving innovation have rapidly become top priorities for financial executives; however, it's often difficult to keep up with the fast pace of change and fit these challenging tasks into an already packed to-do list. Join host Damien Martin and change and project management specialists John Gamble and Gary Farrar for an informative discussion on leading change in any organization that was tapped in front of a live audience at a Financial Executives International event in Chicago, IL on February 27, 2020. This special two-part interview covers strategic perspectives on change management and an opportunity to hear about and learn from BKD's internal innovation efforts. Here's what's covered: “Change is all around us, some that's in our control and some that's not” @4:37 Perspectives on change management from the AICPA @6:58 It can be overwhelming @9:44 External drivers of change @11:01 Two basic questions you need to ask to be relevant and successful in a future that looks different than today @14:43 Two basic disciplines @17:13 The process of successful personal change @22:40 The psychology of going through change @29:12 What's a project? @31:28 Characteristics of a good project manager @35:26 What should you do if you don't have a project manager on the team @39:37 Is project management still relevant? @42:52 The triple constraints that define any project @45:49 How do you instill passion to your team to get behind a project? @48:13 Why do 70 percent of project fail? @50:53 How to engage passive listeners on the team @52:17 Tips for being a project management by default @56:48 Portfolio management for project management @57:54 Learn more about our guests here. GET MORE “SIMPLY TAX” We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube
This special podcast episode features an abridged recording of “When Great Technology Meets Great Finance Professionals” a panel discussion from the 2018 Current Financial Reporting Issues Conference hosted by Financial Executives International. The panel, moderated by Myles Corson, included David Fabricant, SVP, Global Record to Report Controller at American Express and Dan Werries, formerly Global Director for Finance Systems, Purchasing Systems and Analytics at the Dow Chemical Company and now VP Information Technology, Corporate Enablement at Intel Corporation. They discuss how integrating technology into the finance function can create more than just immediate efficiencies and cost savings.
Financial Executives International invited Michael to lead a webinar about how to align communication across generations in March 2019. Episode 28 of Equal Chance To Be Unequal is the recording of that live webinar. You can also watch the webinar, including slides and audience polling questions, on Michael’s YouTube channel. Michael offers a brief introduction [...] The post Aligning Cross-Generational Communication appeared first on Michael S. Seaver.
After watching Larry the bookkeeper help his family's business, George knew that he wanted to pursue an accounting career. He was eleven. After getting an undergraduate degree in accounting, and then his MBA, George went on to be CFO for four different companies including the University of Minnesota Medical School. As an active member in the Financial Executives International, he is passionate about giving back to the profession and helping up & coming leaders have a thriving career in the financial industry. In this episode, George shares the five steps you need to take in order to become a successful CFO for a large company.
Hurricane Harvey, which struck Texas and parts of Louisiana last week, has dumped nearly 19 trillion gallons of water and damaged or destroyed over 100,000 homes. The storm has impacted people from all walks of life, including several members of Financial Executives International's Houston Chapter. We spoke with Josh Tabin, a member of FEI Houston and Chair of its Young Leaders program to discuss the personal toll the storm has taken and how he will use his skills as a financial executive to rebuild for the future. Special Guest: Josh Tabin.
In this compelling interview with Leena Roselli, Senior Manager of Research for FEI (Financial Executives International), Sonia Luna, CEO and Founder of Aviva Spectrum and Leena will be discussing the four year audit fee trends. We'll delve into how compliance and regulatory issues have impacted how much organizations are spending on audit fees and what they can do to minimize their costs.
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
"Financial executives and members of the academic community are brought together in an event sponsored by Accounting Review, the American Accounting Association, Financial Executives International, the Stan Ross School of Accountancy at Baruch College, and the Robert Zicklin Center for Corporate Integrity. The event is introduced by accountancy department chair Masako Darrough. [Video 1] The Stan Ross Department of Accountancy prize for outstanding academic contribution to practice is presented to Baruch Lev of New York University and Doron Nissim of Columbia University in the amount of $5000 for their paper, “Taxable Income, Future Earnings, and Equity Values.” Professors Lev and Nissin present their paper. Staff members of the Financial Executives Research Foundation (FERF), and Financial Executives International (FEI) selected the best paper from those published in Accounting Review during 2004 in terms of practical application and relevance to current issues in finance. Other speakers include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Dan Dhaliwal, Editor at the Accounting Review and Professor at the University of Arizona; John Elliott, Dean, Zicklin School of Business and Professor of Accountancy at Baruch College; and Judy Rayburn, President of the American Accounting Association and Professor at the University of Minnesota. [Video 2] Practical business applications of the winning paper are discussed in a panel format. The panel moderator is Hugo Nurnberg, Professor of Accounting at Baruch. Panelists include: Raj Aggarwal, FERF trustee and Firestone Chair in Finance at Kent State University; Halsey Bullen, Senior Project Manager, Financial Accounting Standards Board (FASB); Mike Gaynor, Professional Accounting Fellow in the office of the Chief Accountant at the Securities and Exchange Commission (SEC); Norman Strauss, Ernst & Young Executive Professor in Residence at Baruch College; and Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc. [Video 3] Section 404 of the Sarbanes-Oxley Act is discussed terms of implementation and sustainability. Colleen Cunningham, President and CEO, Financial Executives International serves as the moderator of a panel discussion. Panelsts include: Robert Colson, Grant Thornton LLP; Daniel L. Goelzer, Board Member, Public Company Accounting Oversight Board (PCAOB); Greg Jonas, Managing Director of the Accounting Specialist Group at Moody's Inc.; Steven B. Lilien, director of the Robert Zicklin Center for Corporate Integrity, Juliana Maglathlin, Director, Financial projects, Lockheed Martin Corporation; Sarah McVay, Assistant Professor of Accounting at New York University; John Milliski, E. I. du Pont de Nemours and Company; Jorge Milo, PricewaterhouseCoopers LLP; and Lou Thompson, President & CEO, National Investor Relations Institute (NIRI)."
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch's Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch's Zicklin School of Business. The discussion starts with the results of the third quarter "Chief Financial Officers Outlook Survey," which is conducted quarterly by Financial Executives International and Baruch College's Zicklin School of Business, and continues into a larger economic analysis. Elliott and Martell also discuss the expected impact of the new Pension Protection Act. The survey results are described on Baruch's website at http://www.baruch.cuny.edu/cfosurvey/. The conversation takes place on October 23, 2006.
The Baruch Business Report offers a conversation between John Elliott, Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe Professor of Finance and International Business in Zicklin. The discussion explores the results of the 2Q08 “Chief Financial Officers Outlook Survey,” conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business. While CFO confidence in the economy is at an all-time low, their optimism about their companies’ financial health remains relatively stable. Dean Elliott and Professor Martell also discuss the ongoing volatility in the oil market, and possible changes at U.S. business schools as they incorporate courses on international financial reporting standards into the curriculum. The survey results are available on Baruch College’s website at http://www.baruch.cuny.edu/cfosurvey/
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch's Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch's Zicklin School of Business. The discussion provides an overview of the results of the first quarter 2010 'Chief Financial Officers Outlook Survey,' which is conducted quarterly by Financial Executives International and Baruch College's Zicklin School of Business. Their overview indicates that though most CFOs agree that recovery is on its way, the turnaround is happening very slowly and rising costs are further drawing out the pace. The topics of credit, health care reform, and stock market changes are also addressed in regard to their affect on economic recovery. To see the full survey results please visit: http://www.baruch.cuny.edu/cfosurvey
"The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion provides an overview of the results of the third quarter 2009 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business. Their detailed summary examines why CFOs might be predicting an increase in earnings and revenue since last quarter and how this will affect the economy at large. The increasing costs of health care and its impact on business is also examined through this survey and analyzed in this talk. To see the full survey results please visit: http://www.baruch.cuny.edu/cfosurvey/"
In a recent audio podcast of the Baruch Business Report based on its second quarter survey conducted with Financial Executives International, Zicklin School of Business Dean John Elliott and Professor Terrence Martell reported that the nation should be in recovery from the recession in mid-2010. Although results indicated a slight optimism about the economy and that the rate of decline is improving, both Dean Elliott and Martell believe job growth is necessary to restore the economy.
"The Baruch Business Report offers a conversation between John Elliott, Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe Professor of Finance and International Business in Zicklin. The discussion explores the results of the 3Q08 “Chief Financial Officers Outlook Survey,” conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business. As the full scope of the global financial crisis became clearer in the third quarter of 2008, more than 80% of participating CFOs stated their support for increased oversight in the market. CFOs also continue to cut back on expenditures in hiring and technology, bracing for what Professor Martell predicted would be a “very difficult (time) for several quarters.” The full survey results are available on Baruch College’s website at http://www.baruch.cuny.edu/cfosurvey/."
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe Professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of the first quarter 2008 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis including CFOs concerns that the economic downturn in the U.S. is impacting their company’s budgets, spending and hiring, while more than one third of CFOs (34%) reported that the weakness of the U.S. dollar has led to increased international sales. The survey results are available on Baruch College’s website at: http://www.baruch.cuny.edu/cfosurvey/.
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe Professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of the fourth quarter 2007 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis including economic confidence, recession fears, crisis in the credit industry, and whether public companies should provide quarterly earnings guidance. The survey results are available on Baruch College’s website at: http://www.baruch.cuny.edu/cfosurvey/index.htm
"This edition of Baruch Business Report is a conversation between John Elliott, the Dean of Baruch's Zicklin School of Business, and Terrence Martell, professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of this quarter’s “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis. The survey results are described on Baruch’s website at http://www.baruch.cuny.edu/cfosurvey/ The conversation takes place on July 7, 2006."
"The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of the second quarter 2007 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis including interest rates, outsourcing, and international accounting standards. The survey results are available on Baruch College's website at http://www.baruch.cuny.edu/cfosurvey/"
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of the first quarter 2007 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis. After recession, the prevalent concerns of the CFOs this quarter were health care costs, consumer demand, and costs of regulatory compliance. Elliott and Martell discuss the fact that 83 percent of the CFOs say U.S. financial reporting regulations hinder the ability of U.S. capital markets to attract new listings versus other major financial centers around the globe. They also discuss the desirability of simplifying some reporting requirements for public companies. The survey results are available on Baruch College’s website at http://www.baruch.cuny.edu/cfosurvey/
The Baruch Business Report offers a conversation between John Elliott, Dean of Baruch’s Zicklin School of Business and Terrence Martell, Zicklin’s Saxe Professor of Finance and International Business in Zicklin. The discussion starts with the results of the fourth quarter 2008 “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business. Decisions being made on hiring, cutbacks, and capital are reviewed in light of CFO’s increasingly pessimistic perspective on business.
John Elliott, Dean of Baruch's Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch's Zicklin School of Business, discuss highlights of the third quarter 2010 'Chief Financial Officers Outlook Survey', conducted quarterly by Financial Executives International and Baruch College's Zicklin School of Business. According to the survey, CFOs are showing steady signs of increased confidence as more CFOs plan to hire, show increased interest in M&A, etc.
John Elliott, Dean of Baruch's Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch's Zicklin School of Business, discuss highlights of the second quarter 2011 'Chief Financial Officers Outlook Survey', conducted quarterly by Financial Executives International and Baruch College's Zicklin School of Business. According to the survey, optimism in global economy drops among CFOs. While executives remain stable in their business outlook and expect large gains in net earnings, looming fears of the impact of an increase of the debt ceiling and the possibility of a double-dip recession are prompting them to extend their forecasts for the start of a U.S. economic recovery by more than a year to the second half of 2012 or beyond.
The Baruch Business Report offers a conversation between John Elliott, the Dean of Baruch’s Zicklin School of Business, and Terrence Martell, Saxe professor of Finance and International Business in Baruch’s Zicklin School of Business. The discussion starts with the results of the fourth quarter “Chief Financial Officers Outlook Survey,” which is conducted quarterly by Financial Executives International and Baruch College’s Zicklin School of Business, and continues into a larger economic analysis. Elliott and Martell discuss concerns about recession and interest rates, the Federal Reserve’s “watch and see” approach, the impact of the falling U.S. dollar, healthcare costs, technology spending, allocating corporate pension assets to hedge funds and private equity funds, and the Sarbanes-Oxley Act. The survey results are described on Baruch’s website at http://www.baruch.cuny.edu/cfosurvey/
© 2020-2025 Ivy Podcast Discovery LLC
