Podcasts about forvis

Daniel Miari, cofundador e CMO da INCO Investimentos, e Marcelo Braga, sócio da área de Financial Services da Forvis Mazars, discutem como os investimentos coletivos estão remodelando o acesso ao crédito para empresas e oferecendo novas oportunidades para investidores. A conversa explora o modelo da INCO, a captação em tranches, a transparência nas operações, o avanço para investimentos atrelados ao dólar e os desafios de escalar uma fintech com governança sólida.Participantes:Daniel Miari, Co-fundador e CMO, INCO.Marcelo Braga, Sócio do Financial Services, Forvis Mazars.Host(s):Alexandre Abreu, Apresentador, Tracto.

Edição de 22 de Maio 2025

Os especialistas Allain Bertrand e Marcos Ferrari, da Forvis Mazars, explicam as principais mudanças na declaração do Imposto de Renda 2025 para pessoas físicas. O episódio aborda a nova regra de tributação sobre lucros de investimentos no exterior, os cuidados com estruturas como offshores e trusts, além das obrigações acessórias como a CBE. Também traz alertas sobre riscos de erros, cruzamento de dados entre órgãos e a importância do preparo técnico para evitar multas pesadas.Declaração de Capitais Brasileiros no Exterior (CBE) - https://www.bcb.gov.br/meubc/faqs/s/declaracao-de-capitais-brasileiros-no-exterior-cbeParticipantes:Marcos Vinicius Alves Ferrari, Corporate Services Manager, Forvis Mazars.Allain Bertrand, Diretor da Consultoria, Forvis Mazars.Host(s):Alexandre Abreu, Apresentador, Tracto.

Wie sieht eigentlich der Berufsalltag in der Steuerberatung aus? Welche Aufgaben erwarten Berufseinsteiger:innen? Wie steht es um die Entwicklungsperspektiven? Und was macht den Job bei Forvis Mazars besonders?

A governança corporativa e a cultura organizacional podem impulsionar o sucesso de empresas do setor de telecomunicações. Fabiano Ferreira, CEO da Vero Internet, e Luis Navarro, sócio da Forvis Mazars, conversam em mais um episódio do Sala de Negócios sobre como a empresa alia inovação, experiência do cliente e liderança para crescer e moldar padrões no mercado.Participantes:Fabiano Ferreira, CEO, Vero Internet.Luis Navarro, Sócio da Consultoria, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

After a four-year hiatus, this report returns to offer a comprehensive overview of the evolving priorities, challenges, and strategies shaping the global and U.S. finance and accounting landscape for 2025.. This year's survey data offers a rare opportunity for comparative analysis, linking the last pandemic-era survey conducted at the beginning of 2021 with the realities of today's post-inflationary and geopolitically complex environment. This comparison sheds light on the significant trends and challenges that financial leaders now face. Get this year's survey (https://www.financialexecutives.org/Research/Publications/2025/2025-Financial-Executives-Priorities-Report.aspx) Special Guests: Anthony Reggiannini, Chris Brown, and Julie Girard.

A Lei Complementar 214/25 marca o início da reforma tributária no Brasil, transformando o modelo de tributação sobre consumo. Valquíria Fiusa e Luis Navarro detalham as mudanças, como a incidência tributária no destino, a necessidade de uma governança de dados robusta e os desafios tecnológicos. Entenda os impactos e as ações indispensáveis para as empresas se adequarem a essa nova realidade.Participantes:Luis Navarro, Sócio da Consultoria, Forvis Mazars.Valquíria Fiuza, Sócia líder de consultoria tributária, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

Mathilde a fait toute sa carrière dans une entreprise qui a un grand défi : se singulariser de ces concurrents.Forvis Mazars évolue sur un marché dominé par 4 ou 5 acteurs de rang mondial, évoluent en partie sur des activités réglementées : les cabinets d'audit et de conseil.Comment se différencier quand on fait peu ou prou la même chose que ses concurrents, et que les marges de manoeuvre pour faire différemment sont très limitées ?Pour Mathilde, la différence est dans la manière d'atteindre le résultat. Le "comment on fait les choses chez nous". Et ce "comment" prend sa source dans les valeurs d'une entreprise, transmises de génération en génération depuis 1945. Des valeurs qui persistent depuis 80 ans en évoluant avec les tendances et les ruptures.Dans cet épisode, Mathilde nous parle :De comment Forvis Mazars se distingue de ses concurrents pour proposer une expérience collaborateur différente ;Des bénéfices de cette approche qui consiste à intégrer les talents dans toutes les décisions stratégiques de l'entreprise ;De comment créer un sentiment d'appartenancedans un groupe de 40.000 personnes, avec un turnover volontairement élevé ;De comment préserver et s'appuyer sur cette culture pour naviguer des transformations comme le rapprochement entre Forvis et Mazars ou l'IA générative.En plus de son rôle de DRH chez Mazars, Mathilde est aussi la présidente du Lab RH. Elle nous expose dans cet épisode sa vision de l'évolution du monde du travail à l'aube d'une rupture technologique, et sa vision du rôle des RH dans cette transition.Un épisode passionnant, qui nous plonge dans les rouages de l'un des grands noms de l'audit et du conseil mondial._____Harmony Inside est le podcast du collectif B-Harmonist. Harmony Inside, c'est aussi le Label qui distingue les entreprises harmonieuses.Une entreprise harmonieuse, c'est entreprise alignée entre ce qu'elle est, ce qu'elle dit et ce qu'elle fait. Le label Harmony Inside distingue les entreprises authentiques et alignées autour d'une culture forte et d'une stratégie claire.Si vous souhaitez savoir et faire savoir à quel point votre entreprise est harmonieuse, écrivez-nous sur hello@harmonyinside.fr,ou rendez-vous directement sur notre site.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

A transformação do mercado de crédito ganha força com o registro de ativos financeiros, trazendo segurança e eficiência ao setor. Guilherme Menezes, diretor de relações institucionais da CRDC, e Susan Becker, da Forvis Mazars, exploram o papel essencial das registradoras na formalização de duplicatas e outros ativos, destacando como esse sistema protege transações, evita fraudes e amplia o acesso ao crédito, especialmente para pequenos e médios empresários.Participantes:Guilherme Menezes, Diretor de Relações Institucionais, CRDC.Susan Becker, Gerente de Financial Services, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

A PagBrasil, liderada por Ralf Germer, tem sido uma pioneira na transformação dos pagamentos digitais no Brasil. No episódio, Germer compartilha insights sobre como a inovação focada no consumidor impulsionou a criação de soluções disruptivas, como o Boleto Flash e o PIX internacional. Ele comenta sobre tendências futuras do setor e como tecnologias como Open Banking e transferências instantâneas vão moldar o mercado de pagamentos nos próximos anos. O episódio explora também os desafios de segurança e integração que empresas enfrentam ao adotar novas soluções.Participantes:Ralf Germer, CEO, PagBrasil.Marcelo Braga, Sócio do Financial Services, Forvis Mazars.Maycon França, Consultor Especialista em Mercado de Capitais do time de Business Development, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

In diesem career to go Deep Dive begrüßen wir zwei Gäste aus dem Steuerwesen, die ihre persönlichen Karrierewege und ihre Arbeit bei Forvis Mazars vorstellen. Corina Wolf und Andreas Klenk sprechen über ihre beruflichen Erfahrungen und teilen spannende Einblicke in die Besteuerung von Profisportler:innen und Influencer:innen. Gemeinsam beleuchten sie die Herausforderungen und Besonderheiten dieses speziellen Steuergebiets

A OceanPact, uma empresa que oferece suporte para atividades no mar, lida com particularidades específicas em um setor intensivo em capital, especialmente no processo de participação em BIDs e contratos de longo prazo. Eduardo de Toledo, CFO da empresa, compartilha como a OceanPact gerencia a alocação de recursos, precificação e manutenção de sua frota, além de discutir a importância de uma governança forte e a adaptação às novas tecnologias. A conversa explora a evolução da gestão financeira e as tendências futuras, incluindo o papel da inteligência artificial no setor marítimo.Participantes:Eduardo de Toledo, CFO, OceanPact.Janny Castro, Diretora de Risk Consulting especializada em compliance, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

Joining Bobby in the Executive Chair is Tom O'Brien, Managing Partner with Forvis Mazars.

A transformação digital está mudando a forma como empresas operam e se posicionam no mercado, trazendo tanto oportunidades quanto desafios. Tecnologias emergentes como inteligência artificial e automação oferecem eficiência e inovação, mas também impõem riscos, como vulnerabilidade cibernética e resistência cultural. Além disso, o papel da governança corporativa se torna crucial para garantir que essas ferramentas sejam utilizadas de forma estratégica, ética e com transparência, evitando dependências e gerando competitividade sustentável no longo prazo.Participantes:Janny Castro, Diretora de Risk Consulting especializada em compliance, Forvis Mazars.Carolina Nóbrega, Sócia de Consultoria, Forvis Mazars.Host:Juliana Cavani, Apresentadora, Tracto.

W 926 odcinku podcastu BSS bez tajemnic zapraszam Was do kolejnej odsłony cyklu "Kim ONI są?". Tym razem moją rozmówczynią jest Monika Nowecka, Prezeska Mazars Polska. W trakcie naszej rozmowy przybliżamy Wam firmę Forvis Mazars, której nazwa przeszła niedawno rebranding. Rozmawiamy o historii przedsiębiorstwa, jego rozwoju oraz obecności na rynku polskim.Monika opowiada o szerokim zakresie usług, jakie oferuje Forvis Mazars, w tym szczególnie o dynamicznie rozwijającym się dziale outsourcingu, a także innych liniach biznesowych, które wspierają przedsiębiorstwa w wielu aspektach ich działalności. Dyskutujemy o globalnym zasięgu firmy, współpracy międzynarodowej oraz rosnącej roli edukacji w branży, która jest kluczowa dla dalszego rozwoju sektora usług biznesowych.Zapraszam do odsłuchania, aby dowiedzieć się więcej o Forvis Mazars oraz poznać perspektywę osoby stojącej na czele tej firmy w Polsce!  Kluczowe punkty rozmowy:Forvis Mazars powstał z fuzji Mazars i Forvis, co pozwoliło na rozszerzenie działalności na rynki amerykańskie i globalne.Firma świadczy szeroki zakres usług, w tym outsourcing księgowy, kadrowo-płacowy, doradztwo podatkowe, audyt i doradztwo biznesowo-transakcyjne.Forvis Mazars działa w Polsce w czterech lokalizacjach: Warszawie, Krakowie, Poznaniu i Wrocławiu, z planami dalszego rozwoju.  Linki:Strona Forvis Mazars – https://www.forvismazars.com/pl/plMonika Nowecka na Linkedin – https://www.linkedin.com/in/monika-nowecka-434b1253/Forvis Mazars na Linkedin – https://www.linkedin.com/company/forvis-mazars-poland/Porozmawiaj o tym odcinku ze sztuczną inteligencją  - https://bbs-bez-tajemnic.onpodcastai.com/episodes/1uItpje9R5l/chat  ****************************Nazywam się Wiktor Doktór i na co dzień prowadzę Klub Pro Progressio https://klub.proprogressio.pl/pl – to społeczność wielu firm prywatnych i organizacji sektora publicznego, którym zależy na rozwoju relacji biznesowych w modelu B2B. W podcaście BSS bez tajemnic poza odcinkami solowymi, zamieszczam rozmowy z ekspertami i specjalistami z różnych dziedzin przedsiębiorczości.Jeśli chcesz się o mnie więcej dowiedzieć, to zapraszam do odwiedzin moich kanałów na:YouTube - https://www.youtube.com/@wiktordoktorFacebook - https://www.facebook.com/wiktor.doktorLinkedIn - https://www.linkedin.com/in/wiktordoktor/www - https://wiktordoktor.pl/ Możesz też do mnie napisać.Mój adres email to - kontakt(@)wiktordoktor.pl  ****************************Audycja wspierana jest przez firmę TimeCamp oferującą system do rejestracji czasu pracy w centrach usług wspólnych czy firmach IT. Wybierz dla siebie plan roczny, przejdź do koszyka i wprowadź kod "BSS" aby skorzystać z rabatu 20%. - https://bit.ly/BSSplxTimeCamp     Patronami Podcastu “BSS bez tajemnic” są:Marzena Sawicka https://www.linkedin.com/in/marzena-sawicka-a9644a23/Przemysław Sławiński https://www.linkedin.com/in/przemys%C5%82aw-s%C5%82awi%C5%84ski-155a4426/Damian Ruciński - https://www.linkedin.com/in/damian-rucinski/Szymon Kryczka https://www.linkedin.com/in/szymonkryczka/Grzegorz Ludwin https://www.linkedin.com/in/gludwin/Adam Furmańczuk https://www.linkedin.com/in/adam-agilino/Wspaniali ludzie, dzięki którym pojawiają się kolejne odcinki tego podcastu. Ty też możesz wesprzeć rozwój podcastu na:Patronite - https://patronite.pl/wiktordoktorPatreon - https://www.patreon.com/wiktordoktorBuy me a coffee - https://www.buymeacoffee.com/wiktordoktorZrzutka.pl - https://zrzutka.pl/j8kvarBecome a supporter of this podcast: https://www.spreaker.com/podcast/bss-bez-tajemnic--4069078/support.

Laurent Choain est le DRH monde de Forvis Mazars, la société d'audit et de conseil. Il est un des DRH les plus connus de la place de Paris. De professeur aimé en École de commerce, il est devenu DRH dans les plus grandes entreprises (Caisse d'Epargne, BPCE, Kempiski...). Ce qui le caractérise le plus ? Sa capacité à nous embarquer dans ses histoires. Un conteur hors normes.   Dans cet épisode, Laurent nous raconte des choses qu'il n'a jamais dites:  - comment il est vraiment arrivé en RH - c'est un impresario, il insuffle plutôt qu'il lead - Les 3 valeurs clés en entreprises... et notamment la gentillesse - comment il a participé à la création de Mama Shelter    Laurent Choain est un DRH à contre courant. Bonne écoute !   

In part 2 of our Saturday Morning Sit-Down Conversation host Glenn van Zutphen and co-host, author Neil Humphreys discuss charity Project Pari with Lynette Ee, Service Chairperson and Board Member, Zonta Club of Singapore and Cheryl Koh, Partner, Forvis Mazars in Singapore and why a Forvis Mazars team climbed Mt. Kota Kinabalu, Southeast Asia's highest peak, to raise $30,000 for less privileged girls in Singapore.See omnystudio.com/listener for privacy information.

Episode 101: Die Leuphana Alumna Jennifer Zeppenfeld arbeitet als Senior Audit Associate, also als Wirtschaftsprüferin bei Forvis Mazars Germany, einer internationalen Wirtschaftsprüfungs-, Rechts-, Steuer- und Unternehmensberatungsgesellschaft. Da jedes Unternehmen seine Zahlen (Forderungen, Umsätze,Vorräte,…) am Ende des Geschäftsjahres offenlegen und daraufhin geprüft werden muss, besteht die Arbeit der Wirtschaftsprüferinnen darin, Angaben nachvollziehen zu können und so auf mögliche Missstände aufmerksam zu werden. Arbeitnehmerinnen wie Jennifer widmen sich also der Bilanzprüfung und stehen bei dieser immer wieder im engen Kontakt zu unterschiedlichsten Unternehmen. Wie so eine Bilanzprüfung aussehen kann, wie sich der Austausch mit zu prüfenden Unternehmen entfaltet, wie ein typischer Arbeitsalltag aussieht und vieles mehr, darüber spricht die Alumna im Gespräch mit uns und gibt spannende Antworten auf Fragen wie: Kann man Nachhaltigkeit prüfen? Welche gesellschaftlichen Zwecke können Unternehmen wie Mazars verwirklichen? Wie gelingt der Einstieg in die Branche? Zudem spricht Jennifer über ihre Vielzahl an Studien an der Leuphana. So begann alles mit einem Bachelorstudium in International Business Administration & Entrepreneurship, das am Ende zu einem Doppelstudium in Kombination mit Rechtswissenschaften wurde, entwickelte sich weiter mit einem Masterabschluss in Management & Sustainable Accounting and Finance und gipfelt momentan in einem Promotionsstudium im Bereich Managerial Accounting, dem sich die Alumna immer im Anschluss an die sogenannte „busy season“ widmet. Wie funktioniert der Doppelbachelor an der Leuphana? Was sagen Unterschriften über den Narzissmusgrad aus und was hat das mit der Promotion zu tun? Warum ist die Leuphana immer Jennifers Alma Mater geblieben? Hört rein und findet es heraus. Disclaimer: Diese Folge wurde im März vor der Umfirmierung zu »Forvis Mazars« aufgenommen. Daher wird in Bezug auf das Unternehmen noch von »Mazars« und nicht von »Forivs Mazars« gesprochen. Wir wünschen euch viel Freude mit dem heutigen Erfahrungsbericht. Moderiert wird diese Episode von: Helena Minner Die Links zu dieser Episode findet ihr hier: https://podcast.leuphana.de/karriere-leupht-als-senior-audit-associate-bei-mazars/ Kapitelmarken: 00:00 Karriere leupht mit Jennifer Zeppenfeld 01:24 Tätigkeiten bei Mazars 04:41 Überschneidungen zur Wissenschaftlichkeit 05:59 Wie prüft man Nachhaltigkeit? 07:24 Audit erklärt 08:48 Promotion & Arbeit 10:49 Promotionsforschung 13:20 Typische Arbeitswoche 17:27 Begeisterung am Job 19:08 Der Berufseinstieg 22:03 Berufswunsch als Kind 23:30 Studien an der Leuphana 27:43 Warum es immer die Leuphana geblieben ist 31:45 Studentisches Engagement 33:53 Entwicklung von Stärken 34:43 Vorbereitung auf die Promotion 36:59 Wem Jennifer das Studium empfiehlt 38:08 Lüneburger Studentenleben 41:37 Blick in die Zukunft 43:36 Die wichtigsten Puzzlestücke in Jennifers Leben 45:22 Tipps für Absolven*innen Produziert von der Universitätskommunikation der Leuphana Universität Lüneburg.

O mercado de seguros no Brasil está em constante crescimento e inovação, trazendo novos desafios e oportunidades. Neste episódio, exploramos a avaliação interna de riscos, discutindo como as seguradoras podem se preparar para enfrentar fraudes e lavagem de dinheiro. Marcelo Hayasaka compartilha insights valiosos sobre regulamentação, tecnologia e estratégias eficazes de mitigação de riscos.Participantes:Janny Castro, Diretora de Risk Consulting especializada em compliance, Forvis Mazars.Marcelo Hayasaka, Gerente de consultoria e auditoria interna de Instituições Financeiras, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

Explorando as regulamentações e oportunidades para investidores não residentes no Brasil, Janny Castro e Susan Becker discutem as normas, riscos e inovações no mercado financeiro brasileiro. Entenda como a Lei 14.286 facilita as transações internacionais e descubra as estratégias para navegar com segurança nesse cenário dinâmico e globalizado.Link para os episódios citados: "#139 Entenda a regulação sobre criptomoedas e outros ativos virtuais no Brasil" (https://open.spotify.com/episode/1GunFTO0QzCglbdAsNRZcw?si=4U5CAxY0Qm2hMRZ4fk9U1A) e episódio "#166 Introdução ao DREX e à nova era digital do Banco Central" (https://open.spotify.com/episode/01jnSkRHWamlMMQOIyS2Ub)Participantes:Susan Becker, Gerente de Financial Services, Forvis Mazars.Janny Castro, Diretora de Risk Consulting especializada em compliance, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

A Lei 4966, formalmente conhecida como Resolução CMN nº 4.966, entrou parcialmente em vigor a partir de 1º de janeiro de 2022 e será completamente aplicável a partir de 1º de janeiro de 2025. Neste episódio, Susan e Douglas falam sobre os principais desafios, os benefícios e o que muda em termos de sistemas, pessoas e tecnologia, além das mudanças contábeis, com a implementação da 4.966 e esclarecem para quais Instituições Financeiras a Lei é abrangente.Link para o episódio 172, "Impactos e adequações para a Resolução 4.966: o que muda para os bancos?" - https://open.spotify.com/episode/1PpvhJbvm0jBWS8He6z4Vp?si=ypAB6KnhSDqA3dY5NSYKFAParticipantes:Susan Becker, Gerente de Financial Services, Forvis Mazars.Douglas Oliveira, Partner e Membro de Conselho, Forvis Mazars.Host(s):Juliana Cavani, Apresentadora, Tracto.

Doug Owen, senior vice president, principal broker Kentucky, for JLL joins the Access Louisville podcast this week to talk about the state of Downtown.It's a mix of both good news and bad news Owen says.There have been some wins for Downtown Louisville including a move by accounting firm Forvis into the top floor of the PNC tower earlier this year. And news that the U.S. Army Corps of Engineers is seeking a lot of space in Downtown Louisville was also a positive.But there are challenges as well — with many people citing safety as an issue considering homeless and panhandling at many intersections. "It's not the image you want to portray, in terms of coming into downtown — having somebody greeted by a panhandler. And then we have some mentally ill people walking the street. And so that's where the city needs to focus." Owen said he realizes it's not a popular opinion but it is having an impact on tenants leasing downtown because they hear about safety concerns from their employees.After the interview with Owen, we talk about the one-year anniversary of the April 10 mass shooting at Old National Bank. Reporter Stephen Schmidt recently penned a story about how the leadership team there is moving forward. Access Louisville is a weekly podcast from Louisville Business First. It's available on popular services including Apple Podcasts, Spotify and more. 

Join us on the Anatomy of Leadership podcast where we welcome our inaugural guest, John Locke, an esteemed Executive Coach at Forvis and a dear friend. In this vibrant discussion, we explore John's impressive contributions to the coaching world, including his pioneering role in developing an internal executive coaching practice at a top accounting firm.Locke's expertise extends to being a co-founder of the International Coach Federation's Western North Carolina subchapter and holding multiple coaching certifications that speak to his commitment to fostering leadership and personal growth.In this conversation, John Locke discusses the concept of self-mastery and the importance of the energy pyramid which illuminates the path to achieving our highest potential, intertwining physical, emotional, mental, and spiritual disciplines—a holistic approach to life and leadership.  Locke emphasizes the significance of community and connection in maintaining a healthy and fulfilling life. Locke suggests that individuals reengage with important relationships, refuel their bodies through proper nutrition and exercise, and prioritize recovery, including quality sleep. Locke concludes by expressing the importance of gratitude and encouraging listeners to make intentional changes for personal growth and the benefit of those around them.Key Takeaways:Develop yourself from the top down, starting with your spiritual purpose and focusing on mental, emotional, and physical well-being.Community and connection are essential for a healthy and fulfilling life.Reengage with important relationships, refuel your body through proper nutrition and exercise, and prioritize recovery, including quality sleep. 

This week we sit back down with Bert Purdy, Partner with FORVIS.  We discuss the key trends that will define the community banking landscape in 2024. Book an ARC Demo & Strategy Call with Our Team Here Claim Your Free Strategic Refinane eBook Here Listen to our 2022 interview with Bert about Strategic Planning The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees SouthState Bank, N.A. - Member FDIC

Yeah, it's a fact that the vast majority of past and present provider and payer relationships are not exactly collaborative. They may better be described as fairly adversarial, actually—especially when viewed through the lens of provider organizations trying really hard to find a payment model that will enable them to do better by their patients and deliver better outcomes. We've had Justina Lehman (EP414), Ali Ucar (EP362), Dan O'Neill (EP359) talking about this from the provider organization standpoint. We also had Dan Serrano (EP410) and Will Shrank, MD (EP413) corroborating here. But after each of these earlier episodes, many comments and conversations ensued about said potential (or not) payer/provider collaborations. And there was a theme of many of these online exchanges. The theme was wondering if we'd all get laughed at for even talking about these rare and elusive Shangri-la scenarios. Like expending words and energy thinking about payers and providers working together was as crazy as being seen earnestly discussing, I don't know, whether mermaids know about pants or something. And that's why I wanted to get Josh Berlin on the podcast today: to talk about the why, the what, and the how of collaboration. I wanted to know if there really is a solid why here for the why collaborate, especially from a payer point of view. And when I say payer, I mean a payer kind of payer like a Blue Cross, United, Cigna, Aetna plan kind of payer. And I'm calling that out because payers are intermediaries in all cases except for their fully insured members. Except for that one book of business, entities actually taking the risk are taxpayers or self-insured employers. So, saving money on its face is not a super compelling value proposition. Listen to the show with David Contorno (EP339) for the why there. As we talk about in the interview that follows, though, what might be compelling is predictable spend, possibly—or even more compelling could be a competitive differentiation for that payer that leads to higher market share. Payer/provider collaborations can also lead to a more resilient market foothold that can stand up to threats from upstart competitors or big tech and big retail swooping in looking for a tasty slice of this $3 trillion industry. There's also the potential for a higher profit margin. And, oh, one additional reason to collaborate if you're a payer that we don't get into super heavily but I'd be remiss to not mention is the whole Star Ratings thing for Medicare Advantage plans, because stars equal big money. But a payer is not gonna get that Star Rating shekel if providers aren't delivering high enough quality care. Also, of course, we have HEDIS (Healthcare Effectiveness Data and Information Set) and other quality measures that have financial value ascribed to them. In the conversation that follows, Josh talks about different types of collaborations. Collaboration is a really very vague term, so what exactly is this collaboration, what does it entail, and how do you do it? Josh told me that there are five kinds of collaboration, and here they are in order of their depth of entanglement, I guess you could call it. 1. Sharing data back and forth 2. Use that data to identify areas of need and then do something programmatic together, like create clinical pathways or work on one very specific type of quality program. 3. A joint venture (JV)—you JV and work together on some sort of narrow network kind of product 4. Become capital partners in some way. 5. Having a risk-bearing kind of relationship—the provider gets a piece of the premium dollar So, that's the five types of collaboration. But here's the things you've got to tick through, that you have to really go through and make sure you've got all these things before you start. Otherwise, it'll be a monumental waste of time. 1. Complementary capabilities that enable scalability 2. A desire for sustainability in a market, and both have common goals and objectives and an agreed-upon time horizon 3. Both parties need to be pretty flexible. Rigid products have a shelf life. You've got to be willing to advance with market dynamics flexibly—know how to iterate around whatever it is you're doing. 4. Excel at collaboration. If you're going to collaborate, you have to know how to collaborate. And that's a cultural thing. 5. Compatible risk profiles—this means not just “taking risk” but knowing how to do it in a way that will work and navigating around things that could cause trouble when moving from fee for service to a more capitated way of going about things. Josh talks about some of them. Just to loop back around on #4 there, because … yeah, to collaborate, you need to collaborate. I call Josh out on this one, and he reiterates that … yeah, nothing to take for granted here. It might seem obvious, but it's so frequently an internal unknown unknown—at a lot of payers especially. I mean, if I'm a provider organization and you force me to only communicate with you through snail mail (ie, postage stamp, letter box, the whole nine), I don't know, I'd kind of get the vibe that I'm being enthusiastically ignored, which I just cannot square with a collaborative spirit of any kind. Josh Berlin is a founding partner of Rule of Three, which is a consulting firm. Rule of Three has clients that are physician practices, hospitals, health systems on the traditional side; and they also work with nontraditional organizations like Walmart Health and Wellness. They also work with payers, like regional blues and employer plans.   You can learn more at Rule of Three and by connecting with them on LinkedIn.   Josh M. Berlin, JD, is CEO of Rule of Three, LLC, with more than 25 years of experience, most of which has been in healthcare advisory in service to his clients. Most recently, he has served as principal and co-practice leader of Citrin Cooperman's Healthcare Practice and managing partner for IBM Watson Health's Strategic Advisory Practice, leading a unique group of consultants in each instance to serve clients across the full healthcare ecosystem (providers, payers, employers, governments, advocacy, etc). Prior to those roles, Josh served as a principal in the healthcare consulting practice at Dixon Hughes Goodman (now FORVIS), helping to lead their strategy consulting business, and served as a leader in all versions of KPMG (KPMG Consulting/BearingPoint and KPMG). Currently, he serves on the Boards of the Validation Institute, Population Health Management journal, and HealthTrackRx. Josh's expertise spans both the consulting and healthcare industries. Some of his clients have included the Hospital Corporation of America, the Department of Health and Human Services (including the Centers for Disease Control and Prevention and the Centers for Medicare & Medicaid Services), various pediatric health systems, the National Association for Healthcare Quality, Nebraska Medicine, Penn Medicine, the Ochsner Health System/Network, the BJC Collaborative, and The Leapfrog Group, as well as a variety of other healthcare organizations. Josh has developed long-standing client relationships at all levels of organizations, notably including some of the most prestigious C-suite executives in healthcare today.   06:06 Why should payers want to collaborate with providers? 09:46 “Collaboration … is bilateral. … Both sides, plan and provider, should be equally as interactive with the individual populations they work with.” 12:37 What are the must-haves for collaboration between providers and payers? 13:10 What are the five different types of collaboration? 16:03 What are the five characteristics you want to be focused on in partnership? 21:35 EP359 with Dan O'Neill. 22:16 In order to collaborate, do you have to be collaborative? 26:11 Ochsner as a great example of collaboration. 27:46 Episodes with David Carmouche, MD, and Eric Gallagher. 28:51 A collaboration failure in Haven.   You can learn more at Rule of Three and by connecting with them on LinkedIn.   Josh M. Berlin of Rule of Three, LLC, discusses #payer and #provider #collaboration on our #healthcarepodcast. #podcast #digitalhealth #valuebasedcare #healthcare   Recent past interviews: Click a guest's name for their latest RHV episode! Dr Adam Brown, Rob Andrews, Justina Lehman, Dr Will Shrank, Dr Carly Eckert (Encore! EP361), Dr Robert Pearl, Larry Bauer (Summer Shorts 8), Secretary Dr David Shulkin and Erin Mistry, Keith Passwater and JR Clark (Summer Shorts 7), Lauren Vela (Summer Shorts 6)  

The tax profession offers a myriad of potential paths to a successful, satisfying and rewarding career. On this episode, listen in as Will Weatherford, CPA, Managing Director — Transaction Advisory Services, Forvis, and Teri Hanson, Managing Director — Alvarez & Marsal Tax, LLC, share their perspectives of what it's like to be in the mergers and acquisitions (M&A) tax niche from both a federal and state perspective. What you'll learn in this episode A day in the life of an M&A tax professional (0:58) Steps when starting an engagement (4:20) Red flags and lessons learned (9:24) Saving the day (12:02) Reflections — past and future (16:31) Career drivers (17:14) Pages from Will and Teri's travel journals (21:18) AICPA resources Salt Roadmap and Resource Center — Browse the reference library for the latest guidance and tools to address your state and local tax needs. Navigate to the interactive U.S. map to reference taxes imposed, tax rates, due dates, tax forms and more. View the SALT resources index for additional resources by topic. 2022 State Tax Nexus Guide — Learn about state tax nexus including the many types of nexus (affiliate, economic, click-through, cookie, etc.), the physical presence standard and more. 2022 State Tax Nexus Checklist — Access a comprehensive checklist about state tax nexus considerations involving income, franchise, sales and use taxes. 6 reasons an S corporation wouldn't need a PLR | Tax Section Odyssey — On this podcast episode, Tony Nitti, CPA, Partner — National Tax, EY discusses Rev. Proc. 2022-19, which provides procedures to allow S corporations and their shareholders to resolve frequently encountered issues without requesting a PLR. Wayfair Client Notification Letter — The U.S. Supreme Court ruling in South Dakota v. Wayfair, Inc. opens the door for possible economic nexus issues. Use this letter to initiate client planning. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

You work hard for your money, and you don't want to lose it by becoming a victim of financial mismanagement or worse, embezzlement. Join us in this informative episode as we delve into the critical realm of internal controls within chiropractic practices. Financial stability and process efficiency are essential for any practice's success, and our guest, Julie Nesbitt, Sr. Managing Consultant at Forvis, shares invaluable insights to strengthen your practice against potential dangers. Julie and Mike discuss: Real-life narratives of chiropractors navigating treacherous financial waters due to lax internal controls. The benefits internal controls bring to small healthcare practices. An eye-opening analysis of the risks small healthcare practices face without consistent internal controls. Practical examples of internal controls in the daily operations of your practice. Guidance on assessing your practice's current internal control framework and pinpointing areas that will benefit from improvement. Sustainable methods for monitoring and upkeep of your practice's internal controls. And that's not all! In our "Ask NCMIC" segment, Shanna Patrick dissects the potential hazards lurking behind participation in social media trends to help you protect your practice's reputation and ensure a secure online presence. Tune in to this episode to strengthen your practice's financial health and stay ahead in the ever-evolving landscape of healthcare. Your practice's prosperity starts with effective internal controls!See omnystudio.com/listener for privacy information.

Join us as we speak with Key Award winner Casey Potts to talk about Operating As ONE FORVIS, and what it was like to be surprised with winning this prestigious firmwide honor. Casey is a senior managing consultant with the our deal advisory practice focused on serving M&A clients, based in Atlanta.

Should we allocate capital in the community to provide the most impact? Jennifer Bartenbach (New CEO of Central Indiana Community Foundation) and Tom Kilian Jr. (President of Hamilton County Community Foundation and IMPACT Central Indiana) join the podcast to discuss their philosophy of “recycling philanthropy”. Learn about their partnership with Cook Medical and Goodwill to create jobs in Indianapolis, IMPACT's Pitch Feast competition for entrepreneurs and more! Book Recommendations Tom: Traction by Gino Wickman Jennifer: Anything by Colleen Hoover Relevant Links Participate: https://www.cicf.org/giving/impact-central-indiana/ The Movement of 10,000: https://mvmt10k.org/ White Paper: Business Case for Racial Equity (issuelab.org) CICF: https://www.cicf.org/ Pitch Feast: https://www.pitchfeast.org/pitchfeast-event Guest Bios Jennifer Bartenbach As the number two executive at the Central Indiana Community Foundation (CICF), Jennifer Bartenbach leads the internal workings of the foundation – the financial operations, information technology, marketing & communications, facilities and people & culture. She is responsible for the fiscal oversight, regulatory compliance and operational effectiveness of CICF's $1 billion in assets. She cofounded and co-leads IMPACT Central Indiana, a multi-member limited-liability company created to facilitate social-impact investments in the community. Prior to CICF, Jennifer started her career doing a three-semester co-op at Toyota Motor Manufacturing while finishing her degree at the University of Evansville. She moved to Indianapolis in 2001 to pursue a career in public accounting at BKD, LLP (now Forvis) where she joined the not-for-profit/governmental team. After a quick stop at Sigma Micro, she returned to the philanthropic sector, spending eight years at the Indianapolis Museum of Art (Newfields) – four as CFO and one as the internal interim CEO before joining CICF.   Thomas J. Kilian, Jr.As an experienced executive with more than 20 years of professional experience, 18 of those years devoted to philanthropy and fundraising, Tom Kilian, President of the Hamilton County Community Foundation and IMPACT Central IN has noteworthy expertise in strategic planning, major and planned gift acquisition, community development and accountability, foundation infrastructure and policies, board management, and innovative revenue generation. Throughout his professional career, Tom has managed the creation and implementation of programs, services, and operations while creating significant internal and external relationships throughout the philanthropic landscape. In his current role as the President of the Hamilton County Community Foundation, Tom has overseen the creation and implementation of the first comprehensive strategic plan of the foundation, ideated and implemented the first Not-For-Profit Collaboration Hub in Central Indiana, and increased assets from 53 million to 120 million in five years. In addition to his role as the President of the Foundation, Tom is also the co-creator and President of IMPACT Central Indiana. IMPACT Central Indiana deploys capital to underappreciated communities and invests in the development of entrepreneurs within those communities who do not have traditional access to capital. Since launching in the spring of 2020, IMPACT Central Indiana has invested more than $7 million into the community. Prior to Hamilton County Community Foundation, Tom's career largely focused on higher education. Playing leadership roles in the development and execution of several philanthropic campaigns across various campus landscapes. Most recently, as Executive Director of the Ivy Tech Community College Foundation in Central Indiana, where he successfully launched the largest regional campaign in college history. Prior to joining Ivy Tech, Tom had extensive experience raising money in support of large four-year public institutions, as well as a small four-year private institution. Tom earned a B.S. from Indiana State University, an M.S. from Indiana University, and an executive certificate from the University of Notre Dame. Outside the office, Tom volunteers with several organizations, including sitting on the board of directors for the YMCA of Central Indiana. Both professionally and personally Tom strives to make a difference in the lives he touches. He is a results driven leader, eager to help individuals and organizations pursue their mission, create their vision and strategically achieve their goals. When he isn't working or volunteering, he enjoys spending time with his wife Jennifer and their daughters, Samantha and Ellison. He loves the culinary scene, and tries to spend as much time as possible outdoors. Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Jeff and Scott Chat with Kelly Necessary, a Partner at FORVIS, a large public accounting firm.  We chat with Kelly about the role of automating routine tax tasks that historically have been very time consuming. We also talk about whether opening envelopes can be mechanized. 

FORVIS Day offers us an opportunity to reflect on our firm's first year and it's the perfect time to talk about how we can Excel Always. Kimberly McKay, southwest regional managing partner, joins us to talk about striving for excellence and about the past and future of FORVIS.

Forvis managing partner Bill Pickert is the guest on Episode 311 of the BizTalk Podcast.

Chief People Officer Katrina Thompson joins the podcast this month to talk about Being Our Best Selves, and why our work and personal lives are intertwined – for better or worse. “KT” touches on why FORVIS places such a high importance on this concept and some of the resources available from the firm to help support it.

Mandi McReynolds looks back on her discussion with Jared Forman, managing partner of ESG and climate risk at FORVIS. The two discuss risk management and ESG, including scenario analysis and how Workiva benefited from a FORVIS risk scenario workshop in this episode of ESG Talk. Resources: FORVIS ESG & Climate Risk - https://www.forvis.com/services/esg-climate-risk  

HFMA Senior Editor Paul Barr discusses Volume 2 of the Healthcare 2030 series. Katie Sklarsky from Chartis talks about financial sustainability, and Danielle Solomon from FORVIS talks about the importance of good leadership in times of change.

Interested in accounting careers and companies, but not sure what types of opportunities and exciting developments are there? Or, just want to know a little about accounting in general? We got you covered! Employers takeover our mic to give you all the details on what you may want to know about how much the accounting industry has changed and innovated, and what type of great career options are available for Kelley students! Want to contact FORVIS and Grant Thornton directly to network and learn more about their career opportunities? Contact Emily Rivest at emily.rivest@forvis.com and Julia Rubenstein at julia.rubenstein@us.gt.com!

Mitch Trager, Mitch.Trager@forvis.comFORVIS, https://www.forvis.com/..SelectUSA Summit, 1-4 May 2023, Washington, DChttps://www.selectusasummit.us/--Feel free to contact us with any questionsBill Kenney, bill@meetroi.comMEET, http://meetroi.com/

Moderated by Bonnie Mann Falk, Quality Control Partner in Berdon, the part of this Conference includes experts in corporate cost and quality management. They include Ahava Goldman, Associate Director of AICPA, Jeff Rapaglia, Partner of FORVIS and member of ASB, and Wendy Stevens, Partner in Mazars USA and Board Member of IAASB.

Moderated by Bonnie Mann Falk, Quality Control Partner in Berdon, the part of this Conference includes experts in corporate cost and quality management. They include Ahava Goldman, Associate Director of AICPA, Jeff Rapaglia, Partner of FORVIS and member of ASB, and Wendy Stevens, Partner in Mazars USA and Board Member of IAASB.

The Upstream Leader's Heath Alloway catches up with Bert Purdy, a Financial Services Partner at FORVIS, to talk about the time he almost left public accounting. He shares experiences about what he was going through, why he stayed, and ideas to help others with similar thoughts.   Get the full show notes and more resources at TheUpstreamLeader.com.

This week we are doing a deeper dive into strategic planning with Bert Purdy. Bert is a Partner at FORVIS and serves community banks around the country. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees.  SouthState Bank, N.A. - Member FDIC

Today I talked to Victoria Grady about her book (co-authored with Patrick McCreesh) Stuck: How to WIN at Work by Understanding LOSS (Productivity Press, 2022) The attachment styles we form by eight months of age can endure our entire lives, with an appreciable impact on how we relate to both our boss and the physical environment at work. A case in point is the famous Peanuts character Linus Van Pelt, as he lugs around his “security blanket.” Grady has made the importance of connection her mission, whether it be leaders responsible for cultivating a healthy company culture or managers trying to engage and motivate their staffs. Victoria Grady is the academic director of the MSM Graduate Program and associate professor of Management/Organizational Behavior in the School of Business at George Mason University. She's also a professor in residence for Forvis. Besides other previous books, Grady has written articles for publications like the Harvard Business Review and the Journal of Change Management. Dan Hill, PhD, is the author of ten books and leads Sensory Logic, Inc. (https://www.sensorylogic.com). His newest book is Emotionomics 2.0: The Emotional Dynamics Underlying Key Business Goals. To check out his related “Dan Hill's EQ Spotlight” blog, visit https://emotionswizard.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Today I talked to Victoria Grady about her book (co-authored with Patrick McCreesh) Stuck: How to WIN at Work by Understanding LOSS (Productivity Press, 2022) The attachment styles we form by eight months of age can endure our entire lives, with an appreciable impact on how we relate to both our boss and the physical environment at work. A case in point is the famous Peanuts character Linus Van Pelt, as he lugs around his “security blanket.” Grady has made the importance of connection her mission, whether it be leaders responsible for cultivating a healthy company culture or managers trying to engage and motivate their staffs. Victoria Grady is the academic director of the MSM Graduate Program and associate professor of Management/Organizational Behavior in the School of Business at George Mason University. She's also a professor in residence for Forvis. Besides other previous books, Grady has written articles for publications like the Harvard Business Review and the Journal of Change Management. Dan Hill, PhD, is the author of ten books and leads Sensory Logic, Inc. (https://www.sensorylogic.com). His newest book is Emotionomics 2.0: The Emotional Dynamics Underlying Key Business Goals. To check out his related “Dan Hill's EQ Spotlight” blog, visit https://emotionswizard.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/dan-hills-eq-spotlight

Today I talked to Victoria Grady about her book (co-authored with Patrick McCreesh) Stuck: How to WIN at Work by Understanding LOSS (Productivity Press, 2022) The attachment styles we form by eight months of age can endure our entire lives, with an appreciable impact on how we relate to both our boss and the physical environment at work. A case in point is the famous Peanuts character Linus Van Pelt, as he lugs around his “security blanket.” Grady has made the importance of connection her mission, whether it be leaders responsible for cultivating a healthy company culture or managers trying to engage and motivate their staffs. Victoria Grady is the academic director of the MSM Graduate Program and associate professor of Management/Organizational Behavior in the School of Business at George Mason University. She's also a professor in residence for Forvis. Besides other previous books, Grady has written articles for publications like the Harvard Business Review and the Journal of Change Management. Dan Hill, PhD, is the author of ten books and leads Sensory Logic, Inc. (https://www.sensorylogic.com). His newest book is Emotionomics 2.0: The Emotional Dynamics Underlying Key Business Goals. To check out his related “Dan Hill's EQ Spotlight” blog, visit https://emotionswizard.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/psychology

Today I talked to Victoria Grady about her book (co-authored with Patrick McCreesh) Stuck: How to WIN at Work by Understanding LOSS (Productivity Press, 2022) The attachment styles we form by eight months of age can endure our entire lives, with an appreciable impact on how we relate to both our boss and the physical environment at work. A case in point is the famous Peanuts character Linus Van Pelt, as he lugs around his “security blanket.” Grady has made the importance of connection her mission, whether it be leaders responsible for cultivating a healthy company culture or managers trying to engage and motivate their staffs. Victoria Grady is the academic director of the MSM Graduate Program and associate professor of Management/Organizational Behavior in the School of Business at George Mason University. She's also a professor in residence for Forvis. Besides other previous books, Grady has written articles for publications like the Harvard Business Review and the Journal of Change Management. Dan Hill, PhD, is the author of ten books and leads Sensory Logic, Inc. (https://www.sensorylogic.com). His newest book is Emotionomics 2.0: The Emotional Dynamics Underlying Key Business Goals. To check out his related “Dan Hill's EQ Spotlight” blog, visit https://emotionswizard.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here's what they discuss: Who are Carlee and Zach and how did they get into the finance industry? [00:57] Who and what are the Wealth Accumulation Team? [04:54] It takes a multidisciplinary team [08:15] A real-world example with serving physicians [10:26] How to know if you need a financial advisor [12:42] Jargon and other common challenges [16:35] Planning for phases of life and competing goals [19:40] What if I feel uncomfortable talking about finances? [24:20] Three top tips from Carlee and Zach [26:58] What Carlee and Zach enjoy most about what they do [32:01] Closing thoughts [33:36] The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP. Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon 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@FORVIS.com.

FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here's what they discuss: Who are Carlee and Zach and how did they get into the finance industry? [00:57] Who and what are the Wealth Accumulation Team? [04:54] It takes a multidisciplinary team [08:15] A real-world example with serving physicians [10:26] How to know if you need a financial advisor [12:42] Jargon and other common challenges [16:35] Planning for phases of life and competing goals [19:40] What if I feel uncomfortable talking about finances? [24:20] Three top tips from Carlee and Zach [26:58] What Carlee and Zach enjoy most about what they do [32:01] Closing thoughts [33:36] The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP. Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon 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@FORVIS.com.

On this episode we chat with Ryan Hamelin from FORVIS who wrote an article in the AGA Journal about GASB 87 and how to find hidden leases! This info is relevant for federal practitioners as well based on upcoming changes to lease accounting with FASAB SFFAS 54.

In this episode 13 of Success in Accounting podcast, a live interview with Matt Snow, Chairman of Forvis. FORVIS was officially formed June 1, as the merger of equals of BKD and DHG became effective. FORVIS has formally entered the national top 10, landing at No. 8 on Inside Public Accounting's annual ranking of accounting firms by revenue. The 2022 list was released today. “A driving factor in the creation of FORVIS was a desire by our partners and team members to create a new kind of national firm that puts our clients and our people first. We knew we would land in the top 10 by revenue, and it's gratifying to see us place No. 8 on IPA's annual list. But this is just the beginning. We continue to add to our team and build on this foundation. FORVIS will grow nationally and internationally on the strength of providing unmatched client experiences.” CEO Tom Watson A new name was announced in April, reflecting the forward vision of the firm's more than 5,500 dedicated professionals. FORVIS has 70 offices in 28 states as well as the United Kingdom and Cayman Islands. It is a founding member firm of Praxity, a global alliance of independent firms committed to the highest standards required in international business. "We are proud that our merger of equals between BKD and DHG has propelled us to number eight on Inside Public Accounting's annual ranking of firms by revenue as FORVIS." Chairman Matt Snow This interview took please in the head offices of Forvis in Charlotte North Carolina, USA. ◣━━━━━━━━━━━━━━━━━━━━◢ A reminder of 5 great shows in the Accounting Influencers Broadcast Network: ❶ Success in Accounting - MONDAYS. Our flagship main show featuring panels, highlights, combinations, panels, topics, live interviews and best ofs. ❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations. ❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world. ❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them. ❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews. Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening! └╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘ FOLLOW US ON SOCIAL MEDIA: We'd love to get to know you! ➺ Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast (https://accountinginfluencers.com/podcast) ➺ LinkedIn. For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers (https://www.linkedin.com/company/accountinginfluencers) ➺ Youtube. For videos of all podcast interviews and bonus video content: https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ (https://www.youtube.com/channel/UC3AwPLSr2rCqTylGj0s7TJQ) ➺ Twitter: https://twitter.com/accinfluencers (https://twitter.com/accinfluencers) ➺ Facebook: https://www.facebook.com/accountinginfluencers (https://www.facebook.com/accountinginfluencers) ━━━━━━━━━▲━━━━━━━━━

The latest episode of FICPA CEO Conversations is a deep dive into one of the business world's hottest topics: Environmental, Social, and Governance, otherwise known as ESG. Dave Clauson is the Director of ESG at FORVIS, where he assists clients in assessing their current performance, determining potential areas for improvement, and creating tools, processes and procedures to enhance future ESG execution. Shelly and Dave discuss how ESG represents an opportunity for CPAs and how climate risks and climate disclosures will impact businesses in the years to come.

On June 1, 2022, FORVIS was created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG). Host Damien Martin sits down with FORVIS CEO Tom Watson and FORVIS Governing Board Chair Matt Snow to discuss why and what it means for those inside and outside of the newly created firm, which ranks among the nation's top 10 professional services firms. Here's what they cover: Get to Know Matt & Tom What they set out to study when they entered college—and how that changed [01:59] Favorite ways to recharge [05:26] Book recommendations [07:51] The Forward Vision that Led to FORVIS Background on BKD and DHG leading up to June 1, 2022 [10:21] Why BKD and DHG agreed to merge [14:37] The most important things to get right in a merger [19:31] Surprises so far [22:51] What's in a name? [27:22] The vision for the first 100 days of FORVIS and beyond [29:53] Why Tom and Matt are excited about FORVIS [33:50] Learn more about Matt and Tom 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@FORVIS.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube

On June 1, 2022, FORVIS was created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG). Host Damien Martin sits down with FORVIS CEO Tom Watson and FORVIS Governing Board Chair Matt Snow to discuss why and what it means for those inside and outside of the newly created firm, which ranks among the nation's top 10 professional services firms. Here's what they cover: Get to Know Matt & Tom What they set out to study when they entered college—and how that changed [01:59] Favorite ways to recharge [05:26] Book recommendations [07:51] The Forward Vision that Led to FORVIS Background on BKD and DHG leading up to June 1, 2022 [10:21] Why BKD and DHG agreed to merge [14:37] The most important things to get right in a merger [19:31] Surprises so far [22:51] What's in a name? [27:22] The vision for the first 100 days of FORVIS and beyond [29:53] Why Tom and Matt are excited about FORVIS [33:50] Learn more about Matt and Tom 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@FORVIS.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube