Podcasts about Moss Adams

Stop drifting and start leading.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a high-stress profession like accounting, intentional growth isn't just helpful—it's necessary. In this episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts hereAs the author of Conscious Growth, Moss Adams executive Criss brings decades of insight and a refreshing perspective: that growth shouldn't be accidental. In this inspiring conversation, Criss dives deep into the principles behind his book and shares how CPAs and firm leaders can grow consciously—not just to advance their careers but to lead more fulfilling lives.

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it's constant.MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility Associate Director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit: mental load. With more than 1,000 attendees at her session alone, it's clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.More MOVEMental load, Bencich explains, isn't just about the physical tasks we perform but the cognitive effort involved in managing them. It's not driving to the soccer game; it's remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. It's this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. And, as she emphasizes, “Mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”

In this podcast episode, Anthony and Stephen unpack the return of mega mergers, from Capital One's $35.5bn takeover of Discover Financial to Nomura's strategic $2bn acquisition.Plus, they dive into why private equity is reshaping the accountancy world through massive consolidation plays like Baker Tilly and Grant Thornton.Whether you're aiming for banking, asset management, accounting, private equity, or advisory, this is essential insight to stay ahead of the curve.(00:00) Introduction to M&A Deals(02:05) Capital One's $35.5 Billion Acquisition(09:02) Nomura's Strategic Acquisition of Macquarie(16:00) Baker Tilly's Acquisition of Moss Adams(25:50) Grant Thornton's Fragmented Structure and PE Involvement***Take a free M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Uncover growth hidden in plain sight.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages for CPAs and firm leaders: the necessity of consistent account development and the strategic use of the Four Catalysts to uncover new opportunities.  Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here “Account development is the Achilles' heel of many firms,” Clark says. “But by focusing on consistent outreach and meaningful dialogue with clients and prospects, CPAs can create natural momentum that leads to growth, even when market conditions change.” 

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...

A Loop office tower developer is planning a restaurant on Randolph. Crain's reporter Ally Marotti talks about the move with host Amy Guth.Plus: Bears' Arlington Heights stadium push hits "significant milestone," Baker Tilly merging with Moss Adams to create sixth-biggest U.S. accounting firm, developer pitches 30-story apartment tower for Fulton Market site and Thoma Bravo buys Boeing digital businesses for $10.6 billion.

Steve Grzanich has the business news of the day with the Wintrust Business Minute. A big Chicago accounting and consulting firm is working on a merger that could push it into the industry’s top ten. Baker Tilly is in talks to merge with Seattle-based Moss Adams, according to multiple reports. If the deal goes through, […]

While the BEAD funding program is a once-in-a-lifetime opportunity to expand rural broadband coverage, some providers have decided the red tape burdens just aren't worth it. In this episode of All Day Digital, Chad Duval with Moss Adams encourages small rural providers to think defensively and pursue BEAD funding for their service territories — otherwise, someone else will. 

Today's guest is Bill Armstrong, Chief Innovation Officer at Moss Adams. Moss Adams is one of the 15 largest public accounting firms in the US, providing accounting, tax, and consulting services to public and private middle-market enterprises across industries. Bill joins Emerj Senior Editor Matthew DeMello on today's show to dive into the rapid mainstream adoption of AI tools in the accounting industry, as highlighted by a recent Moss Adams survey from December 2023. The survey reveals an unexpected trend: 69% of accountants are bullish or optimistic about the role of AI in their profession. What's fueling this optimism, and how will it shape the future of the industry? We break down these findings to explore the key drivers of AI growth in accounting and their broader implications.

Our visit with Chris Parker, partner with Moss Adams in Sacramento is a journey into taxation and how leaving California may not mean leaving California taxes behind. Parker talks about how he helps Californians with tax strategy as they move out of state and what you need to consider if a move out of California or New York is in your future.

Today's guest is Bill Armstrong, Chief Innovation Officer at Moss Adams. Moss Adams is one of the 15 largest public accounting firms in the US, providing accounting, tax, and consulting services to public and private middle-market enterprises across industries. Bill joins Emerj Senior Editor Matthew DeMello on today's program to discuss the impact of AI on hiring practices and what the future of human resources departments will look like as these technologies become more commonplace in every kind of enterprise. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

Dive into the rich dynamics of the construction industry through this enlightening episode of Construction Junction with your host, Tonya Schulte. Discover pivotal insights into workforce growth, development, and its alignment with accounting in the construction sector. This episode tackles the industry's daunting challenges such as the declining labor pool and the aging workforce. Learn about effective strategies like offering rewarding compensation, fostering a productive company culture, and tapping into the power of collaboration. Be part of thought-provoking discussions with industry experts shedding light on compelling data trends and solutions to the current industry issues with Aaron Faulk of Moss Adams.  Whether you're a seasoned veteran, a budding newbie, or an insightful advisor, enhance your perspective of the construction industry and explore potential growth arenas. Gain actionable takeaways that can be directly applied to your respective business. Further explore the integral role of a robust company culture in attracting and retaining efficient employees in the construction industry. Understand the importance of a conducive, collaborative work environment, its impact on overall productivity, and how having a strong culture translates into a competitive edge in the industry. Hear from the founder of Scott Coatings on his company's evolvement over 20 years, the rise in regulation measures, and the incorporation of modern digital practices into construction. Learn about the pressing need for workforce development strategies against the backdrop of an aging workforce and the over-emphasis on college education. Wrap up with an inspiring discussion on current and future workforce development strategies, the power of collective insights, and the importance of a culture of continuous learning and development for long-term success. This episode is a must for industry leaders, visionaries, and anyone interested to unravel the multifaceted world of construction industry development strategies.

A conversation with Brad Smith of Moss Adams

In today's leadership spark, Eric Miles, CEO of Moss Adams, reflects on his biggest mistakes and failures in business. He acknowledges the pivotal role of a partner who made him realize the importance of influencing and engaging with others. Eric emphasizes the value of self-awareness, vulnerability, and self-compassion, which have allowed him to grow as a leader.  Eric also highlights the freedom and confidence that comes with accepting imperfection and being comfortable in one's own skin. He acknowledges that vulnerability can be challenging, especially when making tough decisions that may hurt others. However, he finds it freeing and believes it protects him from criticism. Eric Miles is one of the 100+ CEOs I interviewed for my new book, Leading With Vulnerability which is coming out in October. Check it out here and pre-order your copy now. __________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

In today's leadership spark, Eric Miles, CEO of Moss Adams, discusses the growing importance of well-being at work and the need to balance work and life stress in the hybrid work environment. He emphasizes the value of creating an environment where people can thrive and highlights the significance of relationships and personal health. Eric's agile mindset and future-focused thinking have played a role in his career progression. He believes in asking questions, staying curious, and utilizing frameworks like the "Five Whys" and Ishikawa diagrams for decision-making. Eric Miles is one of the 100+ CEOs I interviewed for my new book, Leading With Vulnerability which is coming out in October. Check it out here and pre-order your copy now. __________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

In this leadership spark, I chat with Eric Miles, the CEO of Moss Adams, about his unique perspective on growth. Eric emphasizes the significance of coaching and creating a supportive environment for team satisfaction, development, and well-being. He believes that by focusing on the growth and development of people, revenue and profit naturally follow.  Eric also shares his thoughts on hybrid work, viewing the office as a tool for connection and purpose rather than a mere physical space. He underscores the value of a strong culture and the importance of internal equity in attracting and retaining talent, emphasizing a value proposition that prioritizes connection, growth, and work-life balance. Eric Miles is one of the 100+ CEOs I interviewed for my new book, Leading With Vulnerability which is coming out in October. Check it out here and pre-order your copy now. __________________ Start your day with the world's top leaders by joining thousands of others at Great Leadership on Substack. Just enter your email https://greatleadership.substack.com/

Application programming interfaces (APIs) are taking over the internet. APIs now make up 83% of internet traffic because they help applications communicate with each other via API calls. And they're a critical threat vector for companies. Corey Ball, author of “Hacking APIs,” saw the API takeover happening and realized there was a gap in security training and tactics. He founded APIsec University, which offers online courses to help level up the infosec community's API security testing skills. APIs are essentially direct links to a company's database, a valuable target for a malicious actor, and their flaws can be difficult to detect without proper documentation and thorough analysis. Security teams are just getting started tackling API security and Corey outlines how they can get started and which executives, including the board of directors, need to be aware of their API attack surface.  ----------Listen to learn more about: * His favorite API vulnerability * Why generic security scanners can't detect API security flaws * The future of API security

Megan Lutes is the General Counsel and CHRO at Glowforge, Inc., a Seattle-based technology start-up that designs and produces 3D laser printers. Megan also oversees the HR team, customer support organization, recruiting, and the facilities team at Glowforge. Megan joined Glowforge's executive team during a period of rapid growth. Megan came from heading up the legal team at Convoy, Inc. another Seattle-based technology start up. In addition to her day job, Megan founded and runs Diversity University, a company that provides diversity, equity, and inclusion tools such as trainings, project management, or assists in investigations for companies, law firms, and organizations. Megan's background includes both law firm and in-house experience with previous senior legal positions at Moss Adams, one of the country's largest public accounting firms and Expeditors International, a Fortune 500 international logistics company. Megan serves on the board of directors for Providence Pediatric Hospice of Seattle, sits on the executive board for ACC - WA, co-chairing the sponsorship committee. Recently she was awarded the top ten 30 somethings by ACC national, received the "Legal MVP Award" by SimpleLegal, received the Championing Diversity in Tech award at the Leaders in Tech Law award in New York, she was listed in Marquis 2022 Who's Who in America, was featured in InView magazine and on the International "The Counsel" Podcast, and was recognize by Women, Influence and Power in Law for Championing Diversity in-house and for Innovative Leadership. She has spoken around the country on a wide range of topics and is seen as a prominent leader in the legal community. She recently published her book The Art of Networking, providing tangible advice for those wanting to work on their career progression or to grow a more robust network. Her robust network has brought her board seats, speaking opportunities, awards, and put her on her path to General Counsel. Building a robust network is crucial to taking your successes in most areas of your life to the next level. Many people advocate networking, but rarely do people provide actionable and tangible advice on how to network well. Join Megan Lutes, General Counsel and CHRO of a tech start-up in Seattle and author of the Art of Networking for tools and resources to build an incredible network. She will share several tips from her book. Her insights are valuable to any professional or individual looking to open opportunities and connections.

In today's podcast episode, Aaron Jacoby welcomes back Kim Linebarger and Lewis Fisher from Moss Adams to talk about how auto dealers can prevent and detect fraud in their businesses.

Eric Miles serves as the Chairman and Chief Executive Officer of the public accounting firm Moss Adams, based in the Western US. Its primary goal is to assist businesses in the middle market by providing various accounting services and financial consulting. What are the traits and practices needed to become an effective leader? How would you make sure your employees take care of them? How did Eric become the CEO? Tune in and listen as Eric and I discuss becoming an effective leader. --------------------- This episode is sponsored by Workplace from Meta. Workplace is a business communication tool from Meta. Think Facebook, but for your company. It's part of Meta's vision for the future of work. A future in which we'll all feel more present, connected and productive. Start your journey into the future of work at workplace.com/future. ------------------ Get ad-free listening, early access to new episodes and bonus episodes with the subscription version of the show The Future of Work Plus. To start it will only be available on Apple Podcasts and it will cost $4.99/month or $49.99/year, which is the equivalent to the cost of a cup of coffee.  ________________ Companies with better employee experiences have more engaged and productive workers, higher profits, and the ability to attract and retain talent. In today's competitive talent landscape, companies can't afford not to invest in employee experience. Download your copy and start creating better experiences for your employees and customers today! --------------------- Get the latest insights on the Future of Work, Leadership and employee experience through my daily newsletter at futureofworknewsletter.com  Let's connect on social! Linkedin: http://www.linkedin.com/in/jacobmorgan8 Instagram: https://instagram.com/jacobmorgan8 Twitter: http://www.twitter.com/jacobm Facebook: https://www.facebook.com/FuturistJacob

Michael Grace is an innovative technology leader who speaks, presents, and writes about how businesses can achieve a transformation by leveraging technology.  Several companies have called him a “unicorn” due to his ability to understand the business issue and solve it in partnership with the customer leveraging the latest technology and process enhancements.  Michael is currently a Director in the Infor practice at RPI Consultants and leads Strategic Services focused on Digital Transformation.  Previously he was CEO of his own consulting company, Gravmetric specializing in transformation, enterprise resource planning software (ERP) and robotic process automation (RPA).  He has created the personal brand Tech Pro Unicorn, where he regularly publishes blog posts on technology and other topics.   Michael has a history blending IT leadership, consulting, and innovation with a fierce determination to solve the root customer issues in a variety of industries.  He has worked extensively in healthcare as well as finance, gaming and retail industries.   He has worked for a variety of leading companies to include Dignity Health, Cancer Treatment Centers of America, Phoenix Children's Hospital, The Revere Group, Moss Adams, BearingPoint, Deloitte and The Federal Reserve Bank of San Francisco.  Michael is very passionate about listening intensely to the customer and only once the problem is understood, does he collaborate on the process improvement empowered by technology.  This blend of customer focus, innovation, business process and technology are what makes him so unique, thus a unicorn.   Thank you for supporting “MSP Radio” you can follow us on the Social Media Links Below:

In this episode, meet Michael Grace, a healthcare IT and digital health consultant. We will discuss how current trends in technology can help businesses achieve transformation by leveraging technology. Tune in to this conversation about the digital health transformation where we discuss key ideas including: What is digital transformation, and how can the technology empower business? What is robotic process automation (RPA) and how can it be leveraged? How does the magic happen between business and technology? What is ERP, why is it the focus of many organizations, and how can it be transformational if done right? What are some game changing technologies organizations should look at? And many other key insights and ideas. Michael Grace is an innovative technology leader who speaks about how businesses can achieve a transformation by leveraging technology. Michael is currently a Director in the Infor practice at RPI Consultants. Previously, he was CEO of his own consulting company, Gravmetric, specializing in transformation, enterprise resource planning software (ERP) and robotic process automation (RPA). He has created the personal brand Tech Pro Unicorn, where he regularly publishes blog posts on technology and other topics. Michael has a history blending IT leadership, consulting, and innovation with a fierce determination to solve the root customer issues in a variety of industries. He has worked extensively in healthcare as well as finance, gaming and retail industries. He has worked for a variety of leading companies, including Dignity Health, Cancer Treatment Centers of America, Phoenix Children's Hospital, The Revere Group, Moss Adams, BearingPoint, Deloitte and The Federal Reserve Bank of San Francisco. Connect with him at RPIC.com. Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp and affiliate, StudentLoanAdvice: https://bit.ly/3CIKSgF Sign up for the Premium Edition of our podcast here at anchor.fm/christopher-loo/subscribe

In today's podcast episode, Aaron Jacoby speaks with Breanne Eagles and Kim Linebarger from Moss Adams to discuss the current state of the buy-sell market for automotive dealerships and factors to consider when going to market.

Multi-Unit Month is back, and that means four brand-new podcast episodes dedicated to multi-unit franchising. Join us every Friday in May, when we'll be speaking to many franchising experts and insiders – as well as multi-unit and multi-brand operators themselves – to learn why this form of franchise ownership is skyrocketing in popularity.   According to FRANdata, over half of all franchise units in the U.S. are controlled by multi-unit operators. There are more than 43,000 of these kinds of operators in the market, and this figure has been rising steadily since multi-unit ownership came to the forefront in the 1980s.   And while we'd commonly associate a broad, multi-unit portfolio with the QSR segment, the fact is that multi-unit and multi-brand ownership can be found across the board. It's true that 81.96 per cent of QSR units fall under multi-unit ownership, but 71.5 per cent of beauty-focused brands also come under this umbrella. Just over half of all clothing and accessory locations are part of a multi-unit portfolio, too.  To learn more about multi-unit franchising and the strategies involved, we spoke with Matthew Haller, president and CEO of the IFA, Bill Edwards, founder of Edwards Global Services, and Michael Cullom, director at Moss Adams. If you're looking to broaden your own franchise portfolio or embark upon expansive growth for the first time, then tune in to learn from the experts.   To keep your finger on the beating pulse of franchising, sign up for our newsletter at global-franchise.com, subscribe to our definitive magazine, and join the conversation with our experts today on LinkedIn, Twitter and Facebook. Ⓛ https://www.linkedin.com/company/global-franchise/ ⓣ https://twitter.com/globalfranmag ⓕ https://www.facebook.com/globalfranchisemag/ Multi-Unit Month is brought to you by The DS Group, a multi-unit and multi-brand franchise group that prides itself on operational excellence, speed of service, and the growth of its people within the hospitality space. 

“Be kind to yourself by starting with little baby steps and it will build overtime.” Jen Hope By being empathetic and being kind to self, leaders gain the ability to demonstrate similar empathy towards other people. This is according to our guest today, Jen Hope, who says that leaders need to take the much needed pauses to reflect on their actions and what it means to their productivity and performance. Jen Hope is a Business and Executive Leadership Coach who leans on more than 20 years of executive experience, business acumen, and empathy to create a safe coaching environment where leaders can grow and thrive. Before launching her executive coaching practice in 2013, Jen held marketing leadership roles at B2C tech companies. As Head of Marketing, she led the Cheezburger humor network through stages of rapid growth. At Trover, a lifestyle travel app, Jen was Vice President of Marketing and engineered the rise of the brand from startup to acquisition by Expedia in 2015. Jen has a degree in Marketing from Arizona State University and is a GXCP USA Executive and Leadership Coach. Jen partners with leaders responsible for scaling organizations and has a wealth of experience in growing start-up companies. Her business acumen and hands-on executive experience allow her to create a culture of courage in high-performance environments, hone leadership skills and empower the next generation of leaders to maximize business outcomes. Jen has experience in growth marketing and is an expert at scaling businesses. She keeps coaching clients and teams moving forward with clarity, focus, humor and structure built on trust and positivity. Her clients include leaders and managers from Amazon, Trupanion, and Simple Bank. In addition to coaching, she is a workshop facilitator and speaker for organizations like Microsoft, F5, Moss Adams and Infoblox, as well as conferences like Seattle Startup Week and the Women in Tech Regatta. In today's episode, Jen will be discussing the importance of business leaders balancing work and their personal lives. She will also highlight the factors that have enabled her to grow and achieve her business success. Listen in! Social Media Website: https://heyjenhope.com/ Contact Info: jenniferhopekellum@gmail.com Facebook: https://www.facebook.com/coachjenhope/ Instagram: https://www.instagram.com/heyjenhope LinkedIn: https://www.linkedin.com/in/heyjenhope/   My business is one that started from wanting to live in a world where we had more kindness and then understanding that it starts from self. [3:28] One of the outcomes of our work is empathy. [3:53] I come from the world of digital marketing with a experience of 20 years as a marketing leader. [4:06] The other thing that I talk about a lot, and what is at the center of my business is skill building that we can all use to be more effective and more aware. [7:22] We can create that kindness for ourselves by taking care and managing ourselves. [8:08] How do we get to the place where we can pause and move on to do something that's more effective. [13:05] We need to identify the planning that we can do around the pauses so as to be able to have some more flow in that versus this kind of jerky stop-start. [14:55] Commercial break. [18:06] One of the biggest things I have learnt is managing my expectations, and even being aware of them. [21:27] Coming from the world of being a marketer working with many parts of organizations, as well as having lots of resources, managing my expectations aided me when I became my own entrepreneur. [22:08] I called myself a recovering perfectionist because I really had to reset my expectations and embrace some of the challenge. [23:15] To help my clients, I use some data such as assessments that have been used studying human behavior for hundreds of years. [25:55] Because we start with behavior, it makes it easy to get comfortable with some of the vulnerability of looking inward. [26:25] It's never about getting in and poking holes or jabbing, but rather about holding up the mirror and observing with tiny bits of tenderness. [28:00] Judging ourselves into behavior change never really works. [28:42] Be kind to yourself by starting with little baby steps and it will build overtime. [30:29] ………………………………………………… Thank you to our January Sponsor: www.businessmiracles.com or Heather Dominick Are you a highly sensitive individual? You can learn to be in charge of yourself physically, spiritually and financially in a way that honors your highly sensitive self. Heather Dominic is the founder of Business miracles.com. and she's been training highly sensitive entrepreneurs and leaders since 2010. Whether you've been in business for years, or just starting out, learn how to be comfortable in your highly sensitive skin, to create your work and life to match who you truly are, so you can work less while making more impact and income. You are welcome to take the HSE quiz by clicking the link: https://energyrich.isrefer.com/go/quiz/SYP/ Learn more: https://energyrich.isrefer.com/go/HSCC/SYP/

In the first part of this two-part episode, Phil speaks with Lauren Haverlock, a Senior Manager at Moss Adams in Los Angeles. Lauren discusses what her company strives to accomplish and how they attract and maintain clients. She also talks about the different paths you can take with a Public Accounting degree.

HHe's the King of the Analogy, the Master of the Metaphor, and one of the most respected (and humorous) professionals in financial services. Philip Palaveev is the CEO of the The Ensemble Practice, a consulting firm he founded and leads in Seattle which focuses on making successful business owners out of successful advisors. With his analogies and metaphors, Philip has a way of illustrating a point better than anyone I've ever worked with in this industry. But it's his knowledge of the advisor business that makes him one of the most sought-after coaches for advisors and institutions catering to financial advisors. What's the secret sauce? It's the great perspective Philip has accumulated as a principal at Moss Adams, then as a leader of a very large advisory practice, and now as a successful business owner. That makes him a rare but valuable resource to any advisor who truly wants to improve his or her business. Philip speaks with me about the advantages of a group practice, how the next generation investor's needs are not too dissimilar from those of today's client, and his 3 keys to becoming a superior business owner. All this and more on this 16th episode of Can You Hold My Attention?

Carisa Wisniewski, Partner and CPA at Moss Adams, discusses a refined system of peer mentorship aimed at bringing the governing board and/or executives of growing companies into alignment. The post KEEP TOP TALENT THROUGH MENTORING appeared first on Corporate Directors Forum.

The pandemic put unprecedented pressures on the healthcare industry. Few countries were prepared for the crisis, which not only exposed the inefficiencies within the healthcare industry, but also led to many unnecessary deaths.  The TRUTH is - many healthcare systems around the world are in desperate need of repair, but the QUESTION is, can technology save the healthcare industry?  To help me answer this question, I am joined by Craig Vercruysse from the Lean Healthcare Practice at Moss Adams, and the former Chief Operating Officer, Chief Process Officer & Chief Information Officer for California Pacific Medical Center in San Francisco.  Show notes: 01:45 Craig’s background in the healthcare industry 05:30 What is the LEAN management system - and how can it be deployed to benefit the healthcare industry? 09:45 How the US got its initial Covid response so wrong - and why Craig wasn’t surprised 14:30 Why the US transitioned from contact tracing to testing 22:30 The positives that came out of the pandemic, including the re-tooling of the manufacturing industry to address the PPE shortage, the explosion of TeleHealth and more.  30:00 While the US screwed up its initial Covid response, it has done remarkably well with vaccinations. What changed to allow this? 35:00 Vaccine Passports may be required for travel in the future, but how can they be deployed, supported and secured? 39:30 Can technology save healthcare and help address the “collective trauma” being experienced by the frontline workers, transform the patient experience and solve the lack of interoperability amongst healthcare providers? 46:30 How wearables and sensors will drive the personalisation of patient management 56:30 The impact that automation will have on healthcare workers - and do we need a Universal Basic Income?  

Emily visits with K-deep Dhaliwal, a partner at Moss Adams LLP, which is one of Ag Council’s allied members. Emily and K-deep discuss how in the face of the global pandemic, agricultural companies are addressing obstacles, working to overcome massive uncertainty, and assessing what challenges remain on the horizon.   Emily and K-deep cover what steps successful companies are taking to weather the storm, the hurdles remaining in the agribusiness sector, and potential staffing options that could provide flexibility and attract agricultural business talent. K-deep leads the firm’s agribusiness practice for California.  K-deep advises clients in the food and ag industry and has over 15 years of experience.  He specializes in ag cooperatives, vertically integrated farming operations and institutional investor owned businesses.  K-deep is the past president of the National Society of Accountants for Cooperatives and currently serves on the board for the Far West Chapter.  For more information, please visit Moss Adams' website at: https://www.mossadams.com/home or contact K-deep at k-deep.dhaliwal@mossadams.com. 

In this episode, President Tammie Coon invites Tony Andrade, a partner at Moss Adams which is one of the 10 largest accounting firms in the United States. Tony addresses the important CARES ACT options including qualifying for, funding of and important reporting requirements. He also takes time to explore the impacts of Oregon's Governor Kate Brown's 2021 Budget proposals. President, Tammie Coon also addresses the much anticipated dates scheduled in 2021 to allow Oregon HFMA members to once again meet at an in-person event. A valuable and timely podcast!

In this HCI Podcast episode, Dr. Westover talks with Gina DeLapa about the 7 C's of leadership. See the video here: https://youtu.be/nfgNKbRc52s. Gina DeLapa (https://www.linkedin.com/in/ginadelapa/) is the president of Thriving Cultures LLC and the author of Thriving at Work: Make Your Mark, Lead With Confidence, Stomp Out Drama, Get Home by 6:00. As a university career counselor, Gina DeLapa noticed an unsettling trend: The university was helping graduates get jobs, but not preparing them to succeed once on the job. Gina left the university, became certified as a corporate etiquette consultant from the prestigious Protocol School of Washington in Washington, DC and began helping companies teach professional etiquette to new college hires. She has since expanded her reach to help companies create thriving cultures at every level, from college intern to CEO. When every team member works from a leadership mindset, performance increases, drama decreases, and culture becomes a competitive advantage. As a speaker, trainer and coach, Gina has successfully taught both the mindset of leadership and the skillset. Known for her ability to connect with audiences at every level, Gina has inspired audiences nationwide, from Moss Adams on the West Coast to Deutsche Bank on Wall Street. For the better part of ten years, Gina also served as a sought-after adjunct faculty member in the graduate counseling program at the University of San Diego, where she earned a master's degree in counseling with an emphasis in career development. Gina credits her parents for putting her to work, starting at age ten, in the family pizza business. Growing up in an entrepreneurial family taught Gina how to see company culture through the dual lens of employer and employee.   Ranked in the Top 15 Personal Development and Self-Improvement Podcasts: https://blog.feedspot.com/personal_development_podcasts/ ; Ranked in the Top 15 Leadership Podcasts: https://blog.feedspot.com/leadership_podcasts/ ; Ranked in the Top 15 HR Podcasts: https://blog.feedspot.com/hr_podcasts/ ; Ranked in the Top 15 Talent Management Podcasts: https://blog.feedspot.com/talent_management_podcasts/ ; Ranked in the Top 10 Performance Management Podcasts: https://blog.feedspot.com/performance_management_podcasts/ ; Ranked in the Top 10 Workplace Podcasts: https://blog.feedspot.com/workplace_podcasts/

Kevin Villanueva, Partner at Moss Adams, where he leads the firm's IT Infrastructure and Security Practice, recommends “must do's” to protect employee and company data as you continue to support your work from home employees. The post ZOMBIE COMPUTER ARMIES TARGET YOUR WORK FROM HOME EMPLOYEES appeared first on Corporate Directors Forum.

Welcome to the inaugural episode of BiSiFi, Bite Sized Finance. On this very first episode, join your host, Kelly Brothers as he speaks with Francine Vorhees, a Partner at Moss Adams and specialist in all things “leaving the State of California”. California has been home to many for decades, but several factors are driving Californians out of the golden state. Find out why, where folk are headed and how to do it properly, if you must. Listen as Kelly and Francine discuss what it takes to leave California, and why or why not this may be the right decision for you and your family. You may be surprised at some of the answers to those things you thought so many others were getting away with…but may not be. Bite Sized Finance is supported by Genovese Burford & Brothers. For more information visit www.gbbwealth.com.

The CARES Act is the largest economic stimulus package in U.S. History, earmarking 175 million dollars for healthcare providers. Jeff, Lisa, and Hayden talk with Tony Andrade, Partner at the accounting firm Moss Adams, about how healthcare institutions can use these funds wisely and navigate the Paycheck Protection Program and Healthcare Enhancement Act. Music for this episode provided by JDUB Studio.

Have you applied for the PPP fund? Did you know there's still time for you to apply? But wait, before you apply, there are some things that you need to keep in mind. In this episode of the Page One podcast, Luke Peters sits with Frank Kaufman as he talks about the PPP fund and all that you should know before and after applying and whether you will be forgiven or not. Frank is the retail national practice leader at Moss Adams and chairs the firm's Paycheck Protection Program Technical Resource Group. He has been serving clients in the Retail and Direct to Consumer channels since 1983. Listen in to learn about the PPP forgiveness and the mistakes you could be making in that process. Key Takeaways: When the PPP fund is forgiven and the time it will take to start repaying if it's not. Understanding the law behind the PPP fund. The elements of the buckets of PPP fund forgiveness. Why you need to go apply for the PPP fund if you haven't already. Understanding the 11 months loan forgiveness process. How you can use your PPP fund for the liquidity of your business. Other programs aside from the PPP that you can apply for a loan from. Episode Timeline: [0:30] Intro [3:02] He explains how different retail businesses his company represents are performing amid COVID-19. [4:30] He describes Moss Adams- their span and whom they serve. [7:05] He explains in detail why the Paycheck Protection Program (PPP) has delayed. [9:01] Why you need to be smart in how you spend your PPP fund which can either be forgiven or the time you need to prepare before starting to pay it off. [11:54] Understanding when taking the PPP loan money can lead to breaking the law and where you get protected. [14:57] The two buckets that are considered when it comes to forgiveness. [16:27] The missing elements that are not too obvious in the two buckets of forgiveness. [19:32] He explains the methodologies that you can use to calculate and help impact your forgiveness amount. [20:57] How you can count employees that did not come as though they came back. [23:18] He mentions some of the common mistakes that borrowers are making that could hurt their loan forgiveness process. [26:05] How the PPP money can become an equity contribution to your business if forgiven. [28:48] He describes ways in which you can improve your company's liquidity. [31:25] How the digital economy and fear of losses from banks is going to affect how investors will view businesses in the future. [33:50] The changes in the investment's patterns now and in the future due to the COVID-19. [36:28] He mentions some other programs that you can apply to aside from the PPP or even if you get it.   Relevant Links: Email: Frank.kaufman@mossadams.com Website: https://www.mossadams.com/

In our Strategic Partner Spotlight, Carisa Wisniewski CPA and Partner with Moss Adams dives into the three things the Board can do to meet challenges head on. Moss Adams regularly exercises these practices with their clients. The post THREE STEPS BOARDS MUST TAKE DURING DYNAMIC TIMES appeared first on Corporate Directors Forum.

In this episode, Amy and Hannah interview two recruiters from Moss Adams. They get the insider scoop on the best recruiting tips and how you should act during recruiting season!

We dive deep into two laws that took effect January 1: 1) California's Consumer Privacy Act and 2) AB-5, which reclassifies many independent contractors as employees. Even if you aren't based in California, these laws could affect you or your firm, especially if you do business or employ California residents. Also, Moss Adams reported a data breach, Receipt Bank raised $73 million, Google has developed an AI system that can match or outperform radiologists, how to keep your customers for a decade or longer, small businesses are generally getting hosed by terrible interest rates on business loans, what's up at FASB, and how much it should cost to run finance as a percentage of revenue.

A daily look at the relevant information security news from overnight.Episode 224 - 30 December 2019FIN7 BIOLOAD - https://www.bleepingcomputer.com/news/security/fin7-hackers-bioload-malware-drops-fresher-carbanak-backdoor/Not so Wyze - https://www.zdnet.com/article/iot-vendor-wyze-confirms-server-leak/Moss Adams mess - https://www.scmagazine.com/home/security-news/data-breach/names-social-security-numbers-exposed-in-moss-adams-breach/Ryuk hits port - https://www.bleepingcomputer.com/news/security/us-coast-guard-says-ryuk-ransomware-took-down-maritime-facility/Making a Ruckus - https://techcrunch.com/2019/12/28/ruckus-wireless-routers-flaws/

Episode 020: Jill Dymtrow on B-Notices (with a shocking revelation) B-Notices from the IRS was the topic on this episode of the AP Now podcast. Mary Schaeffer was joined by industry expert, Jill Dymtrow for a fun discussion of these little-understood, but quite-important IRS notices. She also dropped a bombshell in the middle of the podcast.  Jill, who is a director with the accounting firm of Moss Adams, has been working in tax information reporting since, as she explains, “the turn of the century.” The podcast starts with an explanation of exactly what a B-Notice is and why they can be so deadly for organizations. She then clarifies the difference between a B-Notice and Penalty Notices as well as the origin of the term B Notice. At this point, she dropped the bombshell. She shared that she has seen several B-Notices that had mismatches on them from 1042s. This is the first time that news had been shared. Most professionals do not expect this. She also warned that this is likely to expand in the future. She then emphasized the importance of using IRS TIN Matching. The podcast continued with Jill discussing common issues she finds with companies that receive B-Notices, especially at the middle-market level. Before offering closing remarks and best practices, to demonstrate the vagaries in tax reporting, she shared a story about one of her clients who finally followed her advice. The outcome was not what she expected. Host: Mary Schaeffer (https://www.ap-now.com/) Guest: Jill Dymtrow (https://mossadams.com/home) Sponsor: Stampli (https://www.stampli.com/apnow/) Credit: Music: https://www.purple-planet.com

Beyond the regular humdrum of security vulnerabilities and patches this week, a slew of stories covered varying topics ranging from NASA to Tinder. The Threatpost team broke down the top stories of the week, including: A ransomware webinar hosted by Threatpost editor Tara Seals, which included experts from Recorded Future, Malwarebytes and Moss Adams. The webinar looked at the top ransomware trends and threats, and outlined how enterprises can protect themselves. A Florida city hit three weeks ago by a ransomware attack voted this week to pay the hackers a ransom of $600,000. A Threatpost feature, that looked at top dating apps like Match.com and Tinder, found that the services are collecting and sharing a disturbing range  of data, from chat messages to sexual orientation. Rampant security-operations bungling allowed cyberattackers to infiltrate NASA's JPL network, which carries human mission data.  

Kelly Griffin, Workplace Strategy Lead at NBBJ, interviews Wade McIntyre, Director of Real Estate and Procurement at Moss Adams.

Sarah McKnight with AIADA partner Moss Adams knows taxes and the auto retail industry, so she was the perfect guest to help us develop our understanding of how recent changes to the U.S. tax code will impact dealers in the coming months. Moss Adams is one of the 15 largest public accounting firms in the United States and provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries.

In this episode, Terry Pierce shares the key steps every college student needs to take to land an awesome job at a Top 100 accounting firm. Terry Pierce began his career as part of the audit staff at Arthur Anderson. As an auditor, he traveled around throughout Asia. He then worked for Ernst & Young as the National Diversity Recruiter before taking his current role, Regional Recruiting Manager for Moss Adams- a Top 100 accounting firm. In this episode, you will learn the seven core characteristics recruiters are looking for in college students, resume tips and how to put your best foot forward during the interview.

Ron Rael, the CEO and founder of the High Road® Institute works with the everyday leader to become a person who leads with intention and impact. Ron is a vanguard on leadership topics. His 40+ years of business experience comes from working in two Fortune 500 companies, as well as from leading employee teams in closely held businesses. Ron’s has worked with Cabela’s, Costco, Starbucks, Microsoft, Bright Horizons, Moss Adams, Radio Shack, the U.S. Navy, and several northwest Universities. Ron’s extensive wisdom and practical solutions, contained in his 19 books and diverse leadership solutions, provide both strategies and tactics for organizational success. He has trained and coached more than 14,000 leaders and business professionals throughout the United States and Canada. He is the author of The Reluctant Leader™:  Own Your Responsibility with Courage, which is now available at Amazon. The Reluctant Leader™ is a person who feels uncomfortable with the challenges of leading, yet is looked upon by others to be their leader. Ron has been speaking professionally since 1988. And, he is only 29 years old! This is amazing and because he has a rare disorder known as DCS. Show Notes:  Ron Rael - LinkedIn Profile, High Road Institute Book Recommendations: Illusions by Richard Bach

Presented by Craig Vercruysse and Joanna Omi of Rona Consulting Group, which is now part of Moss Adams. Hosted by Mark Graban of KaiNexus. In this webinar you will: - Learn about the purpose and building blocks of hoshin kanri - Understand how health care organizations arrive at and use hoshin - Understand why hoshin is the quintessential PDSA and how experience with small tests of change and A3s create a foundation for hoshin - Learn about some common rocks in the hoshin road and what can be done about them Presenters: Joanna Omi Consulting Director | Rona Consulting Group, the Lean practice of Moss Adams Craig Vercruysse Principal, CEO | Rona Consulting Group, the Lean practice of Moss Adams

Today’s guest is Rebecca Pomering, the Chief Practice Officer of Moss Adams, a mega accounting firm with more than $600 million in revenue and 2,800 employees, as well as a wealth management division with more than $2.1 billion in assets under management. After starting in the financial advisor consulting division at the age of 23, Rebecca took over the firm’s wealth advisors by the time she turned 30—right before the 2008 financial crisis—and has since nearly tripled the size of the firm. Rebecca’s fascinating personal career spans consulting, leadership, and executive roles, and today you’ll hear the lessons she learned along the way. Listen in to hear how she managed to grow a wealth management firm within an established accounting firm, changes she had to make to keep Moss Adams on track during the market crash, her advice for young advisors, and so much more. For show notes and more visit: https://www.kitces.com/45 

Webinar preview with Craig Vercruysse of Rona Consulting Group, the Lean practice of Moss Adams. Mark Graban, of KaiNexus, interviews Craig, who will be joined by Joanna Omi, to present a webinar on November 14, 2017. To register, visit http://www.kainexus.com/webinars The topic is Cascading Strategy Through Hoshin Kanri (Strategy Deployment) In this webinar you will: - Learn about the purpose and building blocks of hoshin kanri - Understand how health care organizations arrive at and use hoshin - Understand why hoshin is the quintessential PDSA and how experience with small tests of change and A3s create a foundation for hoshin - Learn about some common rocks in the hoshin road and what can be done about them

The Sacramento Region Innovation Awards is an annual program designed to celebrate and spotlight the Sacramento’s region’s vibrant innovation community, from startups to established companies. Founded in 2016, the program is organized by Stoel Rives with support from the Sacramento Business Journal and Moss Adams. In this episode of the StartupSac podcast I met with […]

Over the years, and certainly recently there has been a lot of focus on the Department of Labor and their role in overseeing workplace retirement plans.  What some might not realize or fully appreciate is the role if the Internal Revenue Service, better known as the IRS in overseeing retirement plans.  To help employers get their arms around things I was excited to have Susan Mehlman, a Director in the National Tax Group and the Compensation and Benefits Practice Leader at Moss Adams join me on the podcast!  During our conversation we highlight the different focusses of the IRS and the DOL in policing workplace retirement plans, how employers end up in the crosshairs of the IRS and some tips and strategies to help minimize the risk of an IRS audit or investigation.     This week also marks a first on the podcast as we also re-released one of our very first podcast episodes which focussed on the role of the DOL.  I thought this might make a natural follow-up from my conversation with Susan.  While that episode was recorded early in 2016, the content is just as relevant today as it was last year.  As an added bonus, don’t miss the last twelve minutes of the podcast where we do have a fresh update on what to expect from the DOL now that we have a new Secretary of Labor, the status of the Fiduciary Rule and other helpful information for employers who sponsor workplace retirement plans!  Once you finish this episode on the IRS, be sure to check out the one on the DOL! Guest Bio Susan leads the Compensation and Benefits Practice for Moss Adams and has provided qualified and nonqualified plan design and consulting  services since 1987. She delivers a wide range of tax solutions, including health and welfare plan tax consulting, to both public and privately held businesses.  Susan has managed services to plans of all sizes from newly formed, small, single-employer plans to large employer plans with over 70,000 participants and assets in excess of $2 billion. She works directly with clients on tax compliance issues including responding to IRS and DOL audit inquiries and coordinates closely with various industry groups and employee benefit plan auditors within the firm. Her responsibilities include managing the client relationship through all aspects of plan design and implementation, assisting plan sponsors in setting objectives, and monitoring the success of these strategies. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over sixty prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

This is the second episode of today's double header.  If you haven't listened to my conversation with Susan Mehlman at Moss Adams about the IRS and your 401(k) Plan, be sure to check that out as well.  This episode  is an updated version of one of the very first episodes on the podcast.  This features my conversation with Sam Henson, an ERISA Attorney and the VP & Director of Legislative & Regulatory Affairs at Lockton Retirement Services.  The first portion is our original conversation from back in early 2016 and the last 12 minutes or so features our more recent conversation providing a few updates based on the DOL during the Trump Administration and the new Secretary of Labor.  Our conversation is full of great information about how the DOL operates, how DOL investigations are triggered and important steps you should take if you receive a  letter notifying you of a DOL investigation.   Guest Bio Sam Henson is the Vice President and Director of Legislative & Regulatory Affairs for Lockton Retirement Services.  Sam also brings a unique perspective to our discussion today as prior to joining Lockton, he spent almost 10 years with the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), where he conducted more than 150 civil and criminal investigations of employee retirement and benefits plans, service providers, and fiduciaries.  He capped off his career at the DOL as the 2011 recipient of the Secretary of Labor’s Exceptional Achievement Award.  Needless to say, we are glad we have Sam on our side now and he is not out there banging down the doors of employers any more! 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over sixty prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!  

Today we're joined by SVCF COO and CFO Paul Velaski and Moss Adams Partner Liz Dollar to discuss the Financial Accounting Standards Board's updates to the accounting standards for nonprofit entities. Paul and Liz walk us through some of the major changes to reporting, which by and large should have a positive effect on the nonprofit sector. They cover early adoption of these standards, how disclosure requirements will change, and why accounting should be easier thanks to these updates. Access the full show notes at siliconvalleycf.org

Mark Tibergien is the current CEO of Pershing Advisor Solutions, an advisement firm custodian to some of the wealthiest practices and clients in the world. Pershing is part of BNY Mellon, which oversees $33 trillion in assets globally. Mark was formerly a part of Moss Adams, where he pioneered the benchmarking studies that helped define and continue to shape the industry today. In this episode, you’ll hear about how Mark got recruited into the early financial planning world back when he was still an aspiring journalist. He then talks about how his benchmark studies at Moss Adams helped him become one of the foremost authorities on professional practice management. Mark also shares the four stages of an advisory firm’s lifecycle, and the key roles that great leadership and people skills play in the establishment of a successful firm. Get the full show notes and transcript for this episode at: https://www.kitces.com/5

The following podcast is from the AICPA Insights Live webcast series and covers 10 things one should know about internal controls as presented by Findley Gillespie and Steven Gin of Moss Adams.