Podcast appearances and mentions of mark koziel

Topics include:  DC update: Latest developments from Capitol Hill and their potential impact.  Profession update: Insights from AICPA CEO.  Technical update: Actionable guidance for your practice.  Strategic planning: Actionable tips and resources to support business model transformation.    Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Mark Koziel, President and CEO, AICPA  Mark Peterson, EVP, Advocacy, AICPA  Lisa Simpson, VP, Firm Services, AICPA  Kassi Rushing, Owner, Kassi Rushing Consulting 

Could you spend years earning your CPA license only to be told you can't use it? In this episode, Mark Koziel, president of the AICPA, joins Blake and David to discuss the shocking trend of firms prohibiting CPAs from identifying themselves as such in emails, on business cards, and even on LinkedIn. Blake and David also explore the economic uncertainty created by Trump's tariff policies, with major corporations cutting costs and delaying investments. Plus, learn about Republican plans to eliminate the PCAOB, the wave of states creating alternative CPA pathways, and why Ramp could become the federal government's spend management platform.SponsorsOnPay - http://accountingpodcast.promo/onpayBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Cloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(01:13) - Top News Stories of the Week (04:18) - Ramp's Ambitious Federal Government Plans (14:04) - Republican Plans to Scrap PCAOB (17:56) - Impact of Tariffs on Major Corporations (28:45) - IRS Leadership Changes (32:31) - Private Equity's New Accounting Firm (36:03) - CPA Pipeline Updates: Tennessee, Texas, and Indiana (37:46) - Republicans and the Millionaire Tax Idea (40:20) - Interview with Mark Koziel: CPA Title Controversy (01:06:36) - Fun Facts: The Cost of Replacing the Pope (01:08:43) - Earn Free CPE on Earmark  Show NotesTrump Team Eyes Politically Connected Startup to Overhaul $700 Billion Government Payments Programhttps://www.propublica.org/article/trump-peter-thiel-ramp-gsa-smartpay-expense-payment-system Big 4 Alum Start Their Own Thing Hoping Clients Want Something Different and Conflict-Freehttps://www.goingconcern.com/big-4-alum-start-their-own-thing-hoping-clients-want-something-different-and-conflict-free/ Texas passes CPA law as push to lower licensure barrier gains steamhttps://www.cfodive.com/news/broadening-cpa-licensure-paths-marching-beyond-150-hour-rule-accounting-talent-shortage/745282/ Draft bill would eliminate PCAOBhttps://www.accountingtoday.com/news/draft-bill-would-eliminate-pcaob-empower-sec Why The IRS Went Through 4 Acting Commissioners In 3 Monthshttps://abovethelaw.com/2025/04/why-the-irs-went-through-4-acting-commissioners-in-3-months/ 'Hard no': Millionaire tax hike proposal has House Republicans dividedhttps://www.foxnews.com/politics/hard-no-millionaire-tax-hike-proposal-has-house-republicans-divided Tariffs and global trade: The economic impact on businesshttps://www.mckinsey.com/capabilities/geopolitics/our-insights/tariffs-and-global-trade-the-economic-impact-on-business Firms with AI report higher per-employee revenuehttps://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others The mysterious donor who paid for Pope Francis' funeralhttps://en.ara.cat/misc/the-mysterious-donor-who-paid-for-pope-francis-funeral_1_5357026.htmlNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top o...

Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for GrowthWith Jean CaragherCapstone MarketingMark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of Allinial Global and the challenges facing the accounting profession. Koziel, who spent 14 years in leadership roles at AICPA before joining Allinial Global, emphasizes the urgent need for firms to rethink their business models in response to industry shifts. More CPA Trendlines  podcasts here | More Jean Caragher here In his conversation with host Jean Caragher, Koziel outlines how external pressures, including hybrid workforces, private equity investment, and shifting talent expectations, are reshaping CPA firms. He argues that while the COVID-19 pandemic accelerated these changes, the profession was already moving in this direction."Firms were always capable of hiring talent beyond their geographic boundaries, but it took a pandemic for them to act on it," Koziel says. "We now have a hybrid profession that is adjusting to these realities."

Is the U.S. heading toward a financial cliff? In this eye-opening episode, Blake and David unpack the Government Accountability Office's sobering projection that federal debt will double the size of the economy by 2047. While exploring recent DOGE initiatives and IRS layoffs, they examine whether drastic government spending cuts are inevitable—and necessary.Meanwhile, Virginia and Tennessee join the growing movement to reform CPA licensure requirements by offering pathways that don't require 150 credit hours. Could these changes be the key to increasing diversity more effectively than corporate DEI programs?You'll also discover why the $400 million PCAOB budget might be on the chopping block, how AI research tools like Perplexity Deep Research are revolutionizing tax research, and get the latest update on the ever-shifting BOI reporting deadlines. Whether you lean left, right, or stay strictly in the debits and credits, this episode offers practical insights for navigating the changing professional landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayCPA.com - http://accountingpodcast.promo/cpaBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.)Chapters(02:16) - Apologies and Clarifications (04:37) - IRS Layoffs and Government Spending (05:32) - Live Stream Interactions and Sponsorships (06:47) - Federal Debt and Fiscal Health (16:58) - BOI Reporting Deadline Extension (19:05) - Deloitte's DEI Changes (23:26) - CPA Licensure Pathways (28:37) - DOGE Dividend Proposal (33:14) - Social Security and Medicare Funding Challenges (35:40) - Impact of IRS Layoffs (38:13) - Audit Rates and Tax Compliance (42:16) - Regulatory Burdens and Economic Growth (50:09) - PCAOB and Audit Quality (59:54) - AI in Tax Research (01:05:38) - Listener Engagement and Final Thoughts  Show NotesGAO-24-106987, The Nation's Fiscal Healthhttps://www.gao.gov/assets/d24106987.pdf Corporate Transparency Act Enforcement Injunction Stayed, FinCEN Extends the Beneficial Ownership Information Reporting Deadline to March 21, 2025, and Announces Intention to Revise the Reporting Rulehttps://www.sidley.com/en/insights/newsupdates/2025/02/corporate-transparency-act-enforcement-injunction-stayed Trump Demands Apple Ditch DEI After It Rejects Proposal: Here Are All The Companies Cutting Diversity Programshttps://www.forbes.com/sites/conormurray/2025/02/26/trump-demands-apple-ditch-dei-after-it-rejects-proposal-here-are-all-the-companies-cutting-diversity-programs/ Breaking down Virginia's new CPA requirements: What you need to knowhttps://www.blakeoliver.com/blog/breaking-down-virginias-new-cpa-requirements-what-you-need-to-know Virginia General Assembly passes legislation widening pathways to CPA licensure effective Jan. 1, 2026https://boa.virginia.gov/2025/02/virginia-general-assembly-passes-legislation-widening-pathways-to-cpa-licensure-effective-jan-1-2026/ Bridging the Gap: New CPA Licensure Legislation To Address the CPA Shortagehttps://www.tscpa.com/news/1490-bridging-the-gap-new-cpa-licensure-legislation-to-address-the-cpa-shortage $5,000 DOGE check? Trump backs idea to send some savings to Americanshttps://www.fox9.com/news/5000-doge-dividend-check-trump-backs-savings-americans IRS plans to lay off 7,000 probationary workers beginning Thursday, AP source sayshttps://apnews.com/article/irs-layoffs-trump-elon-musk-doge-df2b3c8d53ff9f2d276c8b29f8004dde AICPA CEO Mark Koziel on the Future of Accounting Under the Trump Administrationhttps://www.nysscpa.org/news/publications/the-trusted-professional/article/aicpa-ceo-mark-koziel-on-the-future-of-accounting-under-the-trump-administration-021225 Perplexity Unveils Deep Research: AI-Powered Tool for Advanced Analysishttps://www.infoq.com/news/2025/02/perplexity-deep-research/ TaxGPT Raises $4.6M to Build the First AI Tax Co-Pilot for Accounting and Tax Firmshttps://www.taxgpt.com/blog/taxgpt-raises-4-6m-to-build-the-first-ai-tax-co-pilot-for-accounting-and-tax-firms DeepSeek on par with GPT, Claude, Llama for accountinghttps://www.accountingtoday.com/news/deepseek-on-par-with-gpt-claude-llama-for-accounting Secure your Intuit Account and prevent lockout with extra verification methodshttps://quickbooks.intuit.com/learn-support/en-us/help-article/security-risk/verify-account-multi-factor-authentication/L2Xp0GNiT_US_en_US Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and ...

The new head of the AICPA, Mark Koziel, shares his thoughts about the profession, his plans for the organization, and more.  

Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part conversation. In part one, published Thursday, Koziel discussed wanting to hear from members about their challenges and success stories. In part two, he talks about how accountants can work with artificial intelligence tools, why he initially was interested in pursuing work with the FBI, and the value he sees in a hybrid work environment for some firms.  Koziel has invited members to send email to AskMark@aicpa-cima.com and "tell me how the Association can help you, your career, and the profession." What you'll learn from this episode: ·         The career-related questions Koziel used to ask fellow CPA firm partners. ·         One aspect of Koziel's preparation to become an accountant that he would have changed. ·         The key things he learned as an employee of the grocery store Wegmans. ·         What he says to students considering a career in accounting. ·         More on how client advisory services have “erupted” over the years.

Topics include:  Profession update: Key issues areas of focus for the profession  DC update: Insights from the fast-changing D.C. landscape  Technical updates: Essential IRS news and resources for busy season     Speakers:   Mark Koziel, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy, AICPA  Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA  Robert Durak, Director, Audit and Accounting Technical Services – Public Accounting, AICPA Michael Brand, Member, BMSS, LLC

Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this interview. Koziel also invited members to send email to AskMark@aicpa-cima.com and “tell me how the Association can help you, your career, and the profession.” Related links: n  The news of Koziel's hiring, succeeding Barry Melancon as CEO. n  Melancon's words about Koziel in a December podcast conversation. n  Koziel's previous JofA podcast appearance, as part of a 2022 episode when he was the CEO of Allinial Global. What you'll learn from this episode: ·         Three facts for members to know about Koziel, in his words. ·         What he sees as the profession's strengths and opportunities. ·         Why he calls accounting pipeline concerns “not a U.S.-only problem.” ·         Koziel's “listening tour” with members and his request for feedback. ·         More about his ideas for creating communities within the global membership of AICPA & CIMA. ·         Koziel's thoughts on the evolution of the profession. ·         The important distinction between outsourcing and offshoring. ·         A look ahead to part two of the conversation.

In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global.We discuss key challenges like talent shortages, technology, and regulatory shifts, as well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth.Whether you're a CPA, student, or leadership enthusiast, this conversation is packed with valuable insights. Resources:Mark Koziel LinkedIn ProfileJournal of Accountancy article, "Mark Koziel to become CEO of the Association of International Certified Professional Accountants", by Kim Nilsen

Topics include:  BOI news  DC and profession update   Tax season and financial planning  Key technical updates     Speakers:   Mark Koziel, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Mark Peterson, EVP, Advocacy  Lisa Simpson, VP, Firm Services, AICPA  Dan Snyder, Director, Personal Financial Planning, AICPA

It's no secret anymore: Barry Melancon, CPA, CGMA, is retiring as CEO of AICPA & CIMA. He was first named CEO of the AICPA nearly 30 years ago, and he leaves the now global organization with a legacy of change. His last official day is Dec. 31, and Mark Koziel, CPA, CGMA, is his successor. In this episode of the JofA podcast, recorded earlier this week at Digital CPA in Denver, Melancon explains why he's not counting down the days of his tenure, why there likely will be more recreation in his future, and why he expects he will “still wake up every day and think about the profession.” What you'll learn from this episode: ·         Why Melancon hasn't been counting the days until his tenure as CEO ends. ·         His “stellar” assessment of how he will transition into retirement. ·         His relationship over the years with incoming CEO Mark Koziel, CPA, CGMA. ·         The “unsettled” nature of the world and how accountants can help. ·         Why Melancon prioritized the profession and the members before thinking of the organization. ·         The “humbling” messages he has received.

Blake and David examine why Trump may win in 2024, discussing immigration's economic impact on working-class wages and how this could affect voting patterns, particularly in border states like Arizona. They also look at the AICPA's selection of Mark Koziel as its new president, questioning whether the organization truly advocates for average CPAs. Moving on, they discuss Intuit's controversial TurboTax marketing campaign and consider why Berkshire Hathaway is reducing its BOA stake due to concerns about unrealized losses in the bank's bond portfolio.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowZoho - http://accountingpodcast.promo/zoho Practice Protect - http://accountingpodcast.promo/protectChapters(00:33) - Introduction and Grand Canyon Adventure (02:29) - Padgett Business Model and Amanda's Role (04:19) - Sponsors and Election Involvement (06:00) - Why Trump Will Win: Analyzing the Numbers (06:29) - AICPA Leadership and Industry News (10:29) - Earmark's Growth and Future Plans (24:11) - Immigration Debate and Economic Impact (43:30) - Economic Factors in Trump's Election Loss (44:21) - Ad Break: Zoho Practice Management (46:07) - Impact of Abortion and Immigration on Elections (47:42) - Offshoring and Wage Suppression in Accounting (49:49) - AICPA's Role in Offshoring and Technology (54:05) - Introducing Mark Koziel: New AICPA President (57:48) - Ad Break: Practice Protect Cybersecurity (01:00:04) - Debate on Abortion and Political Affiliations (01:04:50) - Banking Crisis and Economic Policies (01:07:02) - Intuit's Controversial Ad Campaign (01:15:19) - Warren Buffett's Stance on Bank of America (01:25:00) - Conclusion and Upcoming Events  Show NotesDo immigrants really take jobs and lower wages?https://www.npr.org/2024/06/28/1197959366/immigration-economics-mariel-boatliftEscalating Cyber Threats Demand Stronger Global Defense and Cooperationhttps://blogs.microsoft.com/on-the-issues/2024/10/15/escalating-cyber-threats-demand-stronger-global-defense-and-cooperation/American productivity still leads the worldhttps://www.economist.com/special-report/2024/10/14/american-productivity-still-leads-the-worldPublic sector talent shortage: Unique challenges require unique solutionshttps://www.journalofaccountancy.com/news/2024/oct/public-sector-accounting-challenges.htmlIntuit asked us to delete part of this Decoder episodehttps://www.theverge.com/2024/10/21/24273820/intuit-ceo-sasan-goodarzi-turbotax-irs-quickbooks-ai-software-decoder-interviewBuffett's Berkshire Trims BofA Stake Closer to 10%https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-10-08-2024/card/buffett-s-berkshire-trims-bofa-stake-closer-to-10--EQHbm5iLN4LTvbgNW29WNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds Client Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/Coefficient - http://accountingpodcast.promo/coefficentexpoWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Gear Up for GrowthWith Jean CaragherCapstone MarketingIn this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse.  More CPA Trendlines podcasts here | More Jean Caragher here “Every partner that's nearer that retirement age is trying to beat their compensation from the year before so that their deferred comp is as maximized as it can be,” explains Koziel, “and that goes directly against what the firm needs to do to transform for the future.” These partners are making personal decisions, not firm decisions. Transforming a firm's business model requires a change in mindset, focusing less on an individual's goals and more on what the firm can achieve as a team. Other highlights include:  Learn about the first step to transform your firm's business model.  Hear about the client coordinator role and its contribution to your firm's business model.  Find out how to set up a board that will set your firm's strategic direction.  Discover different strategies to replace employees who leave your firm. 

Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appearing on Gear Up for Growth, a new show hosted by Jean Caragher, president of Capstone Marketing, and powered by CPA Trendlines.  Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here And catch Jean Caragher's other show, Gear Up for Growth, with today's biggest newsmakers, also available on CPA Trendlines Part of the discussion explores the criteria private equity companies look for and the challenges firms may face in qualifying for PE funding. Koltin believes that more than half of the CPA firms in the country don't make enough excess profitability to create earnings before interest, taxes, depreciation, and amortization (EBITDA) to calculate an acceptable enterprise value. “Leaders of these firms tell me they'll go back and get more profitable,” says Koltin. “How's about, let's stay as an independent firm. Let's put a level of governance in. Let's make the tough decisions we've been talking about forever, and let's really run it like a business. Let's not be a 501(c)(3) anymore. Let's just pretend we're in business to make money.” Other highlights include:  Learn how revenue size impacts a firm's ability to remain independent.  Find out about Allan Koltin's three T's – talent, technology, and transformation – and the fourth T that sparks worry.  Discover how EBITDA is an obstacle for many firms in obtaining investment and what to do about it.  Understand the role firm growth plays in attracting and retaining talent.  Learn how firms not receiving PE funding can compete with those who are.  At Capstone Marketing, Jean Caragher gets things done. With over 35 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge and her practical approach help growth-focused CPA firms attract the best clients and talent. A well-respected industry specialist, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. She has been named one of Accounting Today's 100 Most Influential People twice.  Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. Each episode focuses on a topic crucial for accounting firms aiming for smart growth in today's competitive landscape. Upcoming episodes of Gear Up for Growth will feature more of the profession's brightest luminaries, including: Mark Koziel from Allinial Global on new business models for CPA firms, Tom Hood from the AICPA on the connection between recruiting and retaining the best talent with an environment of supportive learning, Joey Havens from Horne CPAs on the role culture plays in firm growth, and  Jen Wilson from ConvergenceCoaching on top-shelf people practices.

Season 5 Episode 7 FACULTY: Jody Padar CLASS: #TheGuide TITLE: The Art of Radical Conversations In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father's firm. Introducing Jody Padar Jody in High School Early Tax Twitter Peer Group Forward Thinking Taking Over Her Father's Firm Changing Pricing Being a Mother and an Entrepreneur How Jody's Dad Helped Her Passion for Accounting The Art of Conversation Will the AICPA Stick around? CPA vs EA Next Things for Jody Shout Outs: Jason Ackerman's Dad, Nayo Carter-Gray, Jason Blummer, Jason Staats, Ron Baker, Mark Koziel, Tom Hood, Shana Chapman, Michael Hsu, Chris Farmand, Drew Carrick, Anderson Consulting, Engage, Botkeeper, Zappos, Sage, Xero, April, Monday, AICPA --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.Your commentators and thought leaders in this bonus series include:Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/This interview is available here on youtube: https://youtu.be/NIFR1HiFt5kWe cover the following areas in these bonus episodes:A. 2022 in review1. How would you sum up the year for accounting? Any surprises, findings, outcomes?2. What kind of shape is the accounting profession in as we emerge from the pandemic?3. If you were a teacher giving accountants a school report, how would you grade them?4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?5. What lessons have we learned about what has succeeded and failed in the last 3 years?B. 2023 in preview1. What will be the main challenges for accountants and firms in the coming year?2. Where will accounting firms find their biggest opportunities in the coming year?3. What will separate the good accounting firms from the great ones in 2023?4. What will happen to the complacent accounting firms who won't/can't change?5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?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/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubeMentioned in this episode:YouTube CTA

Allinial Global's Mark Koziel looks at the pros and cons of engaging with private equity firms, what firms can expect if they do – and how they can stand independent, if they want to.

On behalf of the Accounting Influencers Broadcast Network (AIBN), this is the "Success in Accounting" show, going live every Monday. For our regular listeners, the original name Accounting Influencers has now moved from 'one show with 6 episodes a week' to 'five shows a week, 1 episode a day'. In this episode 9 of the brand new Success in Accounting podcast, we hear more live interviews from the recent International Accounting Forum and Awards 2022 which took place in London recently. AIBN were the official knowledge and broadcast partners of the event which featured the great and the good in the world of accounting networks, associations, alliances, institutes and professional bodies. Also present are representatives from large accounting firms (including top 4) and prestigious software/fintech vendors to the profession. https://arena-international.com/iaf/ (https://arena-international.com/iaf/) This episode features an exclusive interview with Mark Koziel, President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/ (https://www.linkedin.com/in/mjkoziel/) Enjoy the live buzz of the event! If you'd like to book for 2023, the date is 29 June. ◣━━━━━━━━━━━━━━━━━━━━◢ 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) ━━━━━━━━━▲━━━━━━━━━

A big part of leadership involves reaching out and supporting others. We learn this today from Mark Koziel, CPA, CGMA, and President and CEO of Allinial Global. In this episode, he talks about the importance of mentors in his life to help him navigate his career and what he learned from them that he uses as a leader today. When his parents divorced, he realized that he was always looking for a father figure in every place and work he went. He considers those father figures as his mentors, which is why he was able to achieve where he is today. Join us to know more about managing a company, taking care of your people, and prioritizing your customers. Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

As President and CEO of the 2nd largest association of independent accounting firms across the globe, Mark Koziel is in a unique position to provide insights into future trends and opportunities for accounting firms. In this wide-ranging discussion with James Mason, Mark shares his thoughts on how firms can address increasing client demands, strategies for growth in the face of capacity issues, and his thoughts on the 'compliance is dead' narrative. Touching on the keys to a successful merger, blockchain, and even the future of hybrid events, this is not to be missed podcast from someone with a worldwide view in touch with hundreds of industry leaders.

Episode 48. In today's Leaders Special Interview: Mark Koziel - Allinial Global CEO. Mark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-seven staff members, he is responsible for strategic planning, financial performance, and the association's overall growth and success. From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Executive Vice President of Firm Services at the AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today's Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin's Global Accounting Power 50 List. Key takeaways from this episode include: ✓ Mark Koziel's vision to help 240 Allinial accounting firms double their revenues in five years ✓ why client accounting services and new service lines are the keys to accountancy firm growth ✓ the ecosystem for accounting firm networks and associations and the differences between them ✓ criteria for accountancy practices to choose the right membership organization for them ✓ the biggest differentiator that defines the good accounting network/association from the very best ones ✓ how accounting firms make the choice to preserve their own brand or take on the branding of something bigger when joining a membership organization ✓ the role of alliances in the accounting firm membership space ✓ the importance of diversity in size and expertise in servicing different kinds of accounting clients with different needs ✓ what accounting practice associations looked like in the early days and how they started growing ✓ the benefits to members of associations and networks who share market intelligence and trends hitting the accounting and fintech world ✓ how accounting networks/associations can add value to members with recommendations, signposting to fintech vendors and experts ✓ what is highest on the list of priorities for leaders of accounting firms globally in these challenging times ✓ the challenges of driving conversations and access to technologies for accounting firms where English is not the first language ✓ the number one thing that separates the good accounting firms from the great ✓ the difference between managing partners and CEOs in accounting practices and why it's difficult for firms to act like businesses ✓ three questions good accounting firm leaders ask to increase the efficiency of processes and people for better results ✓ the problem of pricing in accounting practices and how it manifests for accountants and CPAs ✓ what has changed most with clients of accounting firms over recent years, and what hasn't really changed ✓ shout out to Paul Dunn and Ric Payne who were ahead of their time talking about advisory 30-30 years ago ✓ the biggest difference between average and exceptional accountants ✓ the role of concierge accountants in truly servicing their clients that is way beyond compliance ✓ why accountants don't need to have all the answers but instead the right questions ✓ the skills and knowledge accountants and CPAs need to become trusted advisors ✓ the value of self knowledge for accountants in developing personally and professionally ✓ shoutout to Mindshop https://web.mindshop.com (https://web.mindshop.com) who partner with Allinial to help accounting firms build, sell and deliver business advisory services ✓ the major differences between accountants and CPAs in Australia/NZ, the UK and the US and the governing bodies/institutes there ✓ how effectiveness trumps efficiency in accounting firms who want to be the most profitable ✓ how many accountants in the US came from blue collar backgrounds and not 'nobility' like in other countries ✓ great

Two CPAs are featured in this episode, which also highlights news of a rapid rise in malware attacks related to Microsoft Excel add-ins. First, Di Krupica, CPA, CGMA, of the Association of International Certified Professional Accountants, discusses the creation of the Blockchain Universal Glossary. Next, Mark Koziel, CPA, CGMA, the CEO of Allinial Global, shares some of the ways CPA firms can integrate with technology, how business models and firm structure might change, and more.

On this week's #AICPATownHall, live from the 10th Annual Digital CPA conference in Nashville, TN.  CEO & President of CPA.com, Erik Asgeirsson, and Barry Melancon provided the latest update from DC.  AICPA VP of Firm Services, Lisa Simpson, provided a technical update & up-to-the-minute legislative news.  Mark Koziel of Allinial Global discussed the transformation of firm services  Lindsay Stevenson, Chief Transformation Officer at BDM, provided best practices for firms. 

On Episode 33, Randy talks with Mark Koziel, CEO of Allinial Global, who discusses the unique challenges (and advantages) of taking over that role in the midst of the pandemic, accounting firms' status as "the ultimate trusted advisor" to the companies they serve, the need for cooperation among accounting firms as technology and automation transform the profession, the importance of correctly pricing flat fee services, and much more. Get the full show notes and more resources at TheUniqueCPA.com

Mark Koziel is the President and CEO of Allinial Global. Previously he was Executive Vice President – Firm Services for the American Institute of CPAs. He leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Small Firms, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting.

Ron and Ed are delighted to welcome back Mark Koziel, this time in his new capacity as President and CEO at Allinial Global. Mark is a CPA, CGMA in the U.S. with over 20 years of experience in accounting, management, consulting, and advocacy.

Ron and Ed are delighted to welcome back Mark Koziel, this time in his new capacity as President and CEO at Allinial Global. Mark is a CPA, CGMA in the U.S. with over 20 years of experience in accounting, management, consulting, and advocacy.

Ron and Ed are delighted to welcome back Mark Koziel, this time in his new capacity as President and CEO at Allinial Global. Mark is a CPA, CGMA in the U.S. with over 20 years of experience in accounting, management, consulting, and advocacy.

Mark Koziel has been one of the most prominent voices at the American Institute of CPAs for nearly 15 years. He is executive vice president of firm services for the AICPA and a fixture on Accounting Today’s annual list of the most influential people in the profession. He’s been at the forefront of the profession’s response to the COVID-19 crisis—advocating on behalf of CPAs everywhere when it comes to Paycheck Protection Program loans, the designation as essential workers, and what our clients need from us going forward. We ask him for his perspective on the state of the profession and what the firm of tomorrow may look like. To learn more, and for the complete show notes, visit blionline.org/blog (https://blionline.org/blog). Resources: https://www.allinialglobal.com (https://www.allinialglobal.com) https://www.aicpa.org/about/leadership/mark-koziel-bio.html (https://www.aicpa.org/about/leadership/mark-koziel-bio.html) https://www.linkedin.com/in/mjkoziel/ (https://www.linkedin.com/in/mjkoziel/) CPA Firms Down, But Not Out, From Covid-19, Survey Finds (https://www.accountingtoday.com/news/cpa-firms-down-but-not-out-from-covid-19-survey-finds) Future-Proof is a production of (http://crate.media)

The Paycheck Protection Program continues to evolve — and there are other ways to help business clients, according to Erik Asgeirsson of CPA.com and Mark Koziel of the AICPA.  

Erik Asgeirsson, CEO at CPA.com, and Mark Koziel, EVP of Firm Services at the AICPA, join the show for an episode all about the Small Business Administration's Paycheck Protection Program (PPP), which was created by the CARES Act two weeks ago to help small businesses pay their employees through the COVID-19 pandemic. We ask: Is the PPP working? How much of the PPP's $349 billion has actually been disbursed? What is the AICPA doing to support accounting pros struggling through this difficult time? Why didn't Congress go with the AICPA's plan to use payroll processors to distribute funds? What's up with banks not paying agent fees, and much more.

‘Phase 4' stimulus wish lists floated https://newsletters.usdbriefs.com/2020/Tax/TNV/200403_2.html?elqTrackId=6e9dc0831e234fbb852445add1ad3b21&elq=f288114b18834cf9b76e2880f0d7df36&elqaid=69563&elqat=1&elqCampaignId=13246 Two-year suspension of SALT deduction cap clears House https://newsletters.usdbriefs.com/2019/Tax/TNV/191220_1.html Governor Newsom Signs Executive Order Providing Relief to California Small Businesses https://www.gov.ca.gov/2020/03/30/governor-newsom-signs-executive-order-providing-relief-to-california-small-businesses/ “Mark Koziel, CPA, CGMA, the AICPA's executive vice president of firm services, added, “Based upon statements from members of Congress, it appears that the intent of the PPP was to base the salary calculation on gross wages with no adjustment for federal taxes. This ensures that payroll tax expenses are not passed on to the small businesses in need. In a program of this magnitude, it's expected that guidance will evolve and terms will be clarified.” https://www.aicpa.org/content/aicpa/press/pressreleases/2020/aicpa-coalition-recommends-ppp-applicants-use-gross-payroll-approach-in-calculations.html?j=269729&sfmc_sub=124900764&l=2078_HTML&u=8847730&mid=7306387&jb=612&utm_medium=email&SubscriberID=124900764&utm_source=NewsUp_A20Mar225&Site=aicpa&LinkID=8847730&utm_campaign=Newsupdate&cid=email:NewsUp_A20Mar225:Newsupdate:o+discuss+the+appropriate+method+for+calculating+Average+Monthly+Salary:aicpa&SendID=269729&utm_content=Special Dave Ramsey, well-known author and radio financial advisor https://www.daveramsey.com/ (whom I am not endorsing, but I like his “no debt” approach) had a very strong message to listeners: Paraphrasing: “Don't take these loans. Don't believe the government. They will change the rules later.” That seems harsh, but I wanted to pass that thought along. April 5, 2020: Excellent Forbes article about the confusion in computing the amount of PPP loans: https://www.forbes.com/sites/anthonynitti/2020/04/05/paycheck-protection-program-loans-three-things-the-sba-and-banks-need-to-agree-on-now/

AICPA executives Mark Koziel and Carl Peterson shares strategies, tactics and resources for CPAs trying to make their way through the COVID-19 pandemic.

If the past few years have been all about disruption – and it seems like they have been – then 2019 is already shaping up to be the year of opportunity. We already know what the disruptors are, we know about the potential impacts they’ll have on our profession, and we’ve talked about them to death lately – but not nearly as many people are talking about the opportunities that these disruptions offer us. That changes today. Our guest Mark Koziel is Executive Vice President of firm services for the American Institute of CPAs, and as such he leads the AICPA’s Private Companies Practice Section, Firm Relationship Management, Small Firms, Diversity & Inclusion, Young Member Initiatives, Technical Hotline, and the Center for Plain English Accounting. Koziel says these disruptions present huge opportunities to CPAs everywhere, especially in three key areas: tax, client accounting services, and audit. Let’s find out how. To learn more, and for the complete show notes, visit blionline.org/blog. Resources: Learn more at (https://www.aicpa.org/) LinkedIn: https://www.linkedin.com/in/mjkoziel/ Twitter: https://twitter.com/markkoziel The Business Learning Institute Future-Proof is proudly sponsored by the Business Learning Institute, which delivers competency-based curriculum, courses, content, and community to maximize career trajectories and grow intellectual capital for organizational and executive leadership. Hundreds of course by dozens of instructors, and unlimited customization. Find out how the Business Learning Institute can help YOU by visiting BLIonline.org. Future-Proof is produced by Podcast Masters

Join Host of Let's Get Radical Jody Padar and our partners AICPA and 1st Global as we broadcast live from the 2018 AICPA ENGAUGE Event at the MGM Grand in Las Vegas. Jody and her guests provide thought provoking discussion and insight into the world of technology for CPA'S and firms of the future in this rapidly expanding field.

We will interview Mark Koziel, Vice President – Firm Services and Global Alliances at the American Institute of Certified Public Accountants. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups. Mark will give us his take on the future of the accounting profession, as well as the Richard and Daniel Susskind book, The Future of the Professions (see our show from January 8, 2016, interview with Daniel Susskind).

We will interview Mark Koziel, Vice President – Firm Services and Global Alliances at the American Institute of Certified Public Accountants. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups. Mark will give us his take on the future of the accounting profession, as well as the Richard and Daniel Susskind book, The Future of the Professions (see our show from January 8, 2016, interview with Daniel Susskind).

We will interview Mark Koziel, Vice President – Firm Services and Global Alliances at the American Institute of Certified Public Accountants. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups. Mark will give us his take on the future of the accounting profession, as well as the Richard and Daniel Susskind book, The Future of the Professions (see our show from January 8, 2016, interview with Daniel Susskind).

A live THRIVEcast in Las Vegas at the 'Meet VeraSage' event with guests Mark Koziel and Tom Hood. June 2012.