The disruption is the moment a client knocks on the door... (Your) answer CAN'T be "I don't know what to do!" Concluding this 3-part blockchain special, CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to returning guest Ron Quaranta, Chairman of the Wall Street Blockchain Alliance (WSBA). They explore some of the most recent developments in blockchain and look ahead at what’s to come. Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. This 3-part mini-series explores some of the latest advances with leading subject matter experts, specially recorded in the run-up to our annual Blockchain Symposium.  Resources. Use these links to find out more about this topic or access free guidance and resources to implement in your own team or organisation.  Stablecoin Primer - https://www.wsba.co/Stablecoins-A-Primer-for-the-Accounting-Professional.html Stablecoin Advanced Considerations - https://www.wsba.co/stablecoins-20---advanced-considerations.html CBDC Accounting Paper - https://www.wsba.co/uploads/3/7/9/4/3794101/wsba_cbdc_accounting_paper_-_october_2020_-_final.pdf 2020 Blockchain in Accountancy Report - https://www.cpa.com/whitepapers/2020-blockchain-symposium-emerging-technology-maturing-real-world-applications-expand Navigating the World of Crypto Tax Reporting - https://www.cpa.com/whitepapers/navigating-world-crypto-tax-reporting AICPA Blockchain Resources - https://www.aicpa.org/interestareas/informationtechnology/resources/blockchain.html The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the business and technology arm of AICPA & CIMA.  Ron Quaranta is the Founder and Chairman of the Wall Street Blockchain Alliance, the world’s leading non-profit trade association promoting the comprehensive adoption of blockchain technology and crypto-assets across global financial markets. ​With almost three decades of experience in the global financial services and technology industries, he was named in the Top 100 Most Influential People in Accounting list by Accounting Today in 2018.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send it to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Globally, cryptocurrency transactions is a new booming area and a lot of countries are shifting their attention ... to capture that revenue" " CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Amy Miller, Senior Manager for Tax Policy and Advocacy at AICPA & CIMA. They explore the most recent advancements in regulatory changes as it relates to cryptocurrency, and how new tax provisions impact accounting firms. Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. This 3-part mini-series explores some of the latest advances with leading subject matter experts, specially recorded in the run-up to our annual Blockchain Symposium.  Resources. Use these links to find out more about this topic or access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app). 2020 Blockchain in Accountancy Report  Navigating the World of Crypto Tax Reporting AICPA Blockchain Resources  The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the business and technology arm of AICPA & CIMA.  Amy Wang Miller is a member of the American Institute of CPA's (AICPA) Tax Policy & Advocacy Team whose mission is to serve the public interest by assisting AICPA members to be the most trusted professional providers of tax services, and by advocating sound tax policy and effective administration. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send it to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Bitcoin is the 'Kleenex' of cryptocurrency - the one that people hear about on the news - but it's just a gateway." Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. We explore some of the latest advancements in this three-part series with leading subject matter experts.  Part 1 outlines the complexities and best practices of crypto asset management. In the run-up to our annual Blockchain Symposium, CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Lukka CEO Robert Materazzi.  Talking Points. These are some of the issues and topics we cover in our conversation.  Bitcoin recently hit an all-time high of over $61k. What is going on right now to cause the surge?  How to talk about volatility. What are regulators in the US as well as abroad doing to account for this? What is the driving force behind what's made crypto so complex today? Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app). Webinar " Preparing for 2020's Crypto Tax Reporting & Compliance Season" Crypto Tax Checklist  2020 "Blockchain in Accountancy" Report Navigating the World of Crypto Tax Reporting  AICPA Blockchain Resources  The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the technical arm of AICPA & CIMA. CPA.com has formed a strategic alliance with Lukka to deliver crypto asset solutions to firms. Robert Materazzi is CEO of Lukka, a New York-based crypto asset software and data solutions provider which built the world’s first commercial virtual currency tax-calculator. Lukka partnered with CPA.com to develop ‘LukkaTax for Professionals’ – a virtual currency tax preparation tool built specifically for accountants.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Now there's an ENFORCEABLE means to make sure that these suppliers are being assessed..." Guest-hosted by Steve Ursillo with Troy Fine and Matt Gilbert, this conversation is a good start to understanding CMMC, a complex and increasingly crucial component of top-level cybersecurity. It's especially crucial for companies needing to support compliance in the US Department of Defence environment, which we'll cover in this forthcoming AICPA webinar. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Boost your security expertise; consider this April's CMMC Framework webinar (discounts for members available).  Download this free CMMC Level 3 Assessment Guide. Find technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Based in Rhode Island, USA, returning guest host Steven Ursillo is Partner with Cherry Bekaert LLP Washington-based Matt Gilbert is a principal in Baker Tilly's risk advisory practice. He leads their Cybersecurity Maturity Model Certification (CMMC) and Government Contractor IT Risk suite of services. Troy Fine joined from Pittsburgh, USA. He is a SOC 2 Audit Expert and Cybersecurity Expert who manages the execution of information security and cybersecurity attestation engagements with CPA firm Schneider Downs.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Things have never slowed down as much while CHANGE has never been so fast" Today, 23rd of March 2021, was the date one year ago that we in the UK went into the first Corona virus lockdown. That's why our show notes contain links to two compilations of our most downloaded episodes relating to how businesses - and the professionals who run them - are remaining resilient and relevant. The first playlist focuses on disruption, the second on the pandemic. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Browse Coronavirus-related content on our new unified portal at Future.aicpa.org. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Women have accounted for nearly 56% of the workforce exits since the start of the pandemic... across all industries and all professions". This IWD2021, we look through new research about the challenges facing women in the profession today with Shelly Frazier, a Senior Manager for AICPA & CIMA's Diversity & Inclusion team. Shelly is also staff liaison for the AICPA Women’s Initiatives Executive Committee and will be appearing in the forthcoming March 23rd 'Forging The Path' webinar (AICPA & CIMA member discount applies). Talking Points.  the effects of the pandemic that threaten the progress made by women, the new challenges faced by professional women in the USA. the additional barriers it creates that are unique to them. choosing to challenge - or not. Our Guest. Connect with Shelly Frazier via LinkedIn here. Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Explore this topic on future.aicpa.org. See Shelly's blog post for IWD2021 here. Read the "20 Most Powerful Women in Accounting" Report Consider this 'Forging the Path' webinar (paid for). See our IWD21 video. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The key to a business's future is CREATIVITY, not coding". How does a business move beyond spreadsheets while still using data more effectively? What cloud-integrated, process-automation tools can be built without needing any knowledge of code? This week's perspectives come from the city of Surat in India, from where we're joined by Rachit Khator, Founder of Stackby.com. Stackby is a collaborative database platform that helps non-technical people create and customize their own software.  Talking Points.  What an API actually is. Ways a business could “unbundle” from spreadsheets. Why the key to a business's future is creativity, not coding. Some useful, common spreadsheet skills that will help leave spreadsheets behind. Our Guest. Based in Surat, India, Rachit Khator holds dual Master’s degrees and spent 4 years working in Venture Capital and Product Management for a large Fortune 500 in the USA. He's worked with over 15+ technology startups and, after years of dealing with multiple spreadsheets and applications, returned to India in 2018 to build Stackby.  Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Explore this topic on future.aicpa.org. Get templates on the Stackby website, join their new 'Maker' community which launches shortly, or invite people in the finance and accounting profession to start converting their own process-templates into future-ready templates. Sign up for free at www.stackby.com and use it for free forever.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The single pivot point we SHOULD be considering today is the disruption of the finance function in the digital era". This week’s episode is all about becoming an 'agile' accountant, and our guest is a man who knows all about agility in a fast-changing world. Aubrey Joachim FCMA CGMA MBA was the first CIMA President from outside the UK and Ireland. He discusses finance transformation, agile accounting and why he thinks it's time we dropped the word 'accountant' from our lexicon - because the word simply doesn't convey the scope and pivotal importance of today's professionals in the finance function. You might be interested in attending his March 12th 2021 webinar here. Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Consider Aubrey's webinars on Agile Finance Budgeting and Forecasting: The Shift from Traditional to Dynamic (February 26th 2021) Move from Annual Budgeting to Rolling Forecasts with Data and Analytics (March 12th 2021)  Download the "Agile Finance Revealed" research from Oracle and the AICPA & CIMA. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guest. Based in Sydney, Australia, Aubrey Joachim FCMA CGMA MBA is a past President of CIMA and owner of Leading Edge Change.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Data is the life blood of finance ...IT Logic is the set of rules to leverage and control that data." Finance professionals need to be able to explain complex things to other people, so this conversation could really help. Kristen Hughes is Associate Director of Technology with the AICPA & CIMA.  She is joined from Chicago by David Kovar, and from Virginia by Amanda Wilkie, one of this podcast's very first guests from back in mid-2018. Amanda and David are members of the Information, Management and Technology Advisory Committee of the AICPA.  Talking Points. This conversation touches on these and other topics and considerations: Why you should care about IT Logic What are its key components? How to apply class-leading IT Logic solutions for your organisation and your clients. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Consider our "Fundamentals of IT Logic" webinar Mar 16, 2021 (discounts for members available).  Find technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Kristen Hughes is an Associate Director with Advisory Services and Credentialing at the Association of International Certified Professional Accountants. In addition, she leads the Information Management & Technology Assurance (IMTA) division of the AICPA.  David Kovar leads and delivers strategic technology projects primarily for Corporate and Asset Management Tax departments and Accounting firms. His leadership experience includes serving as a Big 4 Partner, Chief Technology Strategist, Tax and Accounting Technology Leader, Innovation Leader, and Technology Officer. He is currently interim Chief Executive Officer for Tax Prodigy, a fast-growing corporate income tax technology company Amanda Wilkie is a Consultant with Boomer Consulting. She has two decades of technology experience, with 13 years driving change and process improvement through innovative technology solutions working across firms of varying sizes in the public accounting profession. She is a recognized expert in the profession as a Lean Six Sigma Green Belt and Certified Blockchain Solution Architect.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"ANYONE can use a smart contract, but it's going to be in the context of blockchain technology." Accounting Professor Cory Campbell joins us from Indiana, USA, to discuss Smart Contracts and their dynamic connection with other leading technologies like blockchain and cybersecurity. Why do they matter to today’s businesses? What are the elements of Smart Contract technology? And where does the vital role of the accountant fit into it all?  Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Cory Campbell's blog article on 'Emerging Technologies in Accounting" Download this free AICPA & CIMA report on "Blockchain Technology and Its Potential Impact on the Audit and Assurance Profession". Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guest. Cory Campbell (CPA, CFE, CGMA, Ph.D.) is an assistant professor of accounting at Indiana State University. His teaching and research interests lie at the intersection between accounting and technology. He facilitates CPE workshops for the Indiana CPA Society on various emerging technologies and has been a subject matter expert for the AIPCA on blockchain technology. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We think of just the initial signing of a vendor to perform a service, but we don't do a good job of monitoring ...THEIR vendors" Our first featured Technology Advisory episode of 2021 is hosted by Audrey Katcher of Rubin Brown LLC.  She's joined by Torpey White of Wipfli LLC, and Mardhani (Danny) Wirapratama of Celestica Inc. They share definitions, actions plans and ways of framing practical discussions about managing risk in supply chains involving vendors, providers, and partners. Talking Points. This conversation touches on these and other topics and considerations: Business Partner Supply Chain Risks. Definitions to frame the discussions. Relevant risks today. A recap of practical action plans. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Explore AICPA & CIMA resources on SOC for Supply Chain – Description Criteria, Backgrounder, Information for Management and Guides-  Hear this Vendor Risk Management Podcast from our archive. Consider joining us for the "Redefining Supply Chain Risk Assessment" (upcoming webcast). Read about Supply Chain Risk Management on McKinsey.com, and about Resilience in Global Supply Chains on the Boston Consulting Group website at BCG.com.  Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Hosted by Audrey Katcher CPA, CISA, CITP. Based in St Louis, USA, Audrey is a Rubin Brown Business Advisory Partner and leads their IT Risk Services practices. She has over 20 years of public accounting experience in several industries. Mardhani (Danny) Wirapratama is SAP senior FICO consultant at Celestica, Inc. Based in Toronto, Canada, he focuses on the IT integration of ERP and SEM systems. Torpey White CPA, CITP, CISA, CGMA is based in Philadelphia, USA. He is a Partner in Wipfli LLP’s risk advisory and forensic services practice, with more than 25 years of experience in public accounting and the private sector. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It addresses fundamental questions about whether it's killing the way we work... or actually creating a world of new possibilities." What's your company's strategy to develop and maximise the resources provided by what some call the "alternative workforce", but most simply refer to as "gig" workers? Board-level strategist and integrated thinker Samantha Griffiths (BSc (Hons), MBA, FCCA) of Sagenius joins in from her base in Birmingham, UK. Sam started her career in a large international bank and transitioned to a role in the Treasury for a large multinational engineering business before working for several years at the London Stock Exchange. She talked to AICPA & CIMA's Sandeep Rao shortly before the end of 2020.  Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Take your understanding further with our new course "GIG Economy: Developing Your Alternative Workforce Strategy". Explore more via our portal at future.aicpa.org Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guest. Samantha Griffiths is a consultant and trainer in corporate governance and the role of the company director. As a Director of Sagenius Ltd, a niche consulting firm, she assists clients at Board level to communicate their investor appeal and navigate the narrative (including governance) reporting landscape. Building upon her extensive experience of narrative reporting and investor relations, she is currently working with a number of listed companies on the FRC Lab’s Business Model reporting initiative. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

""With all of the disruption going on around the world, businesses are going more than ever to their finance people." It takes a wide-ranging professional skillset to link the CGMA designation, the AICPA annual series of CFO Conferences, and the role of 'Chief Turmoil Officer'. Our guest, Ken Witt, joins us to do just that. He explains what the CGMA accounting designation is, outlines the AICPA's 'CFO Conference' events for 2021, and introduces an excerpt from the first in a series of conference rebroadcasts. In that clip, Steve Adams from Gartner presents the concept of 'Chief Turmoil Officer'. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Want to watch the 'Chief Turmoil Officer' webcast? Register here.  Explore the AICPA Store's mix of free and chargeable resources designed to assist and develop the CFOs of today and tomorrow.  See the 'fish' infographic referenced by Gartner's Steve Adams. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guests. Ken Witt is a Senior Manager with the AICPA & CIMA in Raleigh, North Carolina. He is Senior Manager on the Management Accounting and Member Engagement team, and Staff liaison to the Americas Region Advisory Panel, the Association committee representing members in business. Connect with him on Linkedin. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We've looked back so we could give you something to look forward to." With the weekend here, we invite you to take some time away from the breaking news headlines with this extra short episode featuring a collection of special playlists, one for each of the main topics we've been covering since 2018. Your Dedicated Episode Topic Lists. Click on any topic to open its dedicated episode page. (As topics can overlap, you may see the same episodes on more than one list). Technology content includes Cybersecurity, Artificial Intelligence (AI), Robotic Process Automation (RPA), Data Analytics, Blockchain and Cryptocurrency. Human Intelligence content including Leadership and Professional Development. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's really important to understand those risks and why it's DIFFERENT than the remote auditing of the past." Guest host Les Nettleton of CPA practice Bourgeois Bennet wraps up the year with this final monthly Cybersecurity Advisory episode of 2020. He's joined by Emily Di Nardo of BakerTilly US, and Warren Averett's Paul Perry. Talking Points. This conversation touches on these and other topics and considerations: Future risks and planning. What's working, and what isn't. The elevated risks associated with firm-client interaction. How companies could emerge from the pandemic stronger. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Just out! Have a look at the first issue of "Eye on Technology" brought to you by the AICPA Information Management & Technology Assurance Executive Committee, and "Eye on Technology" Task Force. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Les Nettleton is Director of Information Technology Services at Bourgeois Bennett in New Orleans, Louisiana (USA). Paul Perry is Member and Practice Leader for Security, Risk and Controls at Warren Averett in Birmingham, Alabama (USA). Emily Di Nardo is a Senior Consulting Manager at Baker Tilly US, an advisory tax and assurance firm headquartered in Chicago, Illinois (USA).  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"In today's world, CPAs NEED to have Data Analytics skills" Are you at the beginning of your Data Analytics journey? In this audio version of 2020's final "Hear From Your Peers" LinkedIn Live session, AICPA & CIMA's Kristen Hughes speaks to Maria Pollieri, until recently the PeopleSoft national lead for Oracle, and returning podcast guest Jim Gilbert CPA. They begin their discussion with a look at why it's important that every CPA has data analytics skills.  Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Get the Digital Mindset Pack with free CPE. Explore the certificate programme for RPA Fundamentals Browse the technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guests. Maria Pollieri spent 15 years with Oracle in California and was most recently their PeopleSoft National Business Lead.  Jim Gilbert is Principal Manager at Jim Gilbert CPA LLC and a former Chairperson of the AICPA's CITP Champion Group. Host Kristen Hughes is an Associate Director with Advisory Services and Credentialing at the Association of International Certified Professional Accountants.  Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's a great time to be in the accounting profession because now you're FULLY equipped with all these options" How would a firm get started with RPA and automation technology? In this audio version of their October 2020 LinkedIn Live session, AICPA & CIMA's Penelope Johnson speaks to previous podcast guest Jotham Ty of Gappify in California, and Lesley Mast, a CPA at REA and Associates in Ohio. They discuss firms' key questions and considerations about RPA (robotic process automation), data analytics, and AI (artificial intelligence). Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Get the Digital Mindset Pack with free CPE. Explore the certificate programme for RPA Fundamentals Browse the technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guests. Lesley Mast, CPA, is Firm Project Manager at Rea & Associates, Inc in Wooster, Ohio, USA.  Jotham Ty, is Founder at Gappify, Inc in San Francisco, California (USA).  Penelope Johnson is a Senior Manager for Technology Product Strategy and Management at the AICPA & CIMA head office in Durham, North Carolina (USA). Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"People are recognising that they need to really RETHINK how they're doing things." When technology-adoption projects falter, it's an opportunity to implement a comprehensive turnaround. California-based Bob Green, of leading regional CPA firm SingerLewak, talks through the "four pillars" of digital transformation and outlines how to get a company's technology projects back on track in the face of profound disruption. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find out more about SingerLewak. Browse the technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guest. Bob Green is Lead Partner for Business Informatics at SingerLewak. He and his SL Business Informatics team specialise in strategic technology and digital transformation planning. Connect with him here. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We're talking about ALL the fingers that Digital Transformation has, ALL the paths that it can flow down through an organisation Digital Transformation: What is it? What are the benefits and risks? How has COVID impacted the subject for good or ill? Guest host Daimon Geopfert of RSM presents this November Cybersecurity Advisory episode, exploring what "Digital Transformation" means in the age of COVID. Joined by Jerry Ravi and Greg Fritsky of EisnerAmper, the conversation touches on the broader subject of how the pandemic has affected the way organisations plan and prioritise their transformation efforts. Talking Points. This conversation touches on these and other topics and considerations: What does digital transformation mean? Has that definition changed over time? What are the most common areas of a business to be targeted for transformation? Does this vary by organisation size and industry? How has this impacted the pace and approach to digital transformation? What are the risks of going ahead with digital transformation? What are the risks of not doing so? Other considerations for business, operations, regulatory, security, personnel, and more. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. The Voices. Connect with the people behind the conversation. Daimon Geopfert is Security & Privacy Consulting National Leader at RSM Jerry Ravi is Process, Risk & Technology Solutions National Leader & Partner at EisnerAmper Greg Fritsky is Director of Digital Solutions at EisnerAmper. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"During quarantine, things have been escalated. 30% of leaders' time is lost due to MISHANDLING conflict, so that's on the rise." Monday 16th November was UN Day of Tolerance so, to explore the true cost of conflict in an organisation, Scott Kellam talks to returning guest Julie Holunga.  They discuss what happens when it manifests, and what the consequences can be if it's allowed to build up over time. Counter-intuitively, conflict can be a valuable catalyst for positive change. Hear how to recognise it, address it, manage it and learn from it. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Improve your conflict-management skills with AICPA & CIMA resources here. Connect with our guest Julie Holunga at julieholunga.com. Watch her 2018 AICPA Conference presentation on "The Weak Language That Holds You Back".   Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"You've got this massive bucket of fraud that's happening, that you DON'T know about." In advance of International Fraud Awareness Week, we talk to Bryony Clear Hill, Associate Ethics Manager (CIMA) and author of a new report, "Keep Your Accounts Safe: Your Guide To Combatting Financial Crime". We discuss the risks posed by financial crime, how the pandemic has made them greater than ever, and the tools that an organisation ALREADY has to protect themselves.  Talking Points. These are just some of the topics discussed in this episode. The research findings in the report. The role of an Ethics Awareness Manager How the pandemic has increased risks The vulnerabilities in the supply chain Where to find the fraud-fighting assets already in your organisation. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Read the "Keep Your Accounts Safe" report on CGMA.org. Create a defensive action plan using this "Key Risk Areas and Controls" matrix. Explore CIMA's Ethics Resources  Read Bryony's FM Magazine article on "Financial crime during COVID"  Discover more detailed information and guidance about Cybersecurity and Information Security. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

" I've seen first hand the different sorts of attempts made to target finance organisations - they're a CONSTANT target. " Why are finance professionals prime targets for cybercriminals? Kacee Johnson of CPA.com lifts the lid on the so-called "criminals' oasis" and the economy of cybercrime with online security research expert 'Dustin' from Spycloud. Talking Points. These are just some of the topics discussed in this episode. What is the dark web? Why are accounting professionals prime targets? How do we mitigate those risks? Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Explore technology resources for CPAs at cpa.com. Check your email security and sign up for free breach monitoring and more on the blog at Spycloud.com. Discover more detailed information and guidance about Cybersecurity and Information Security. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

" You might get your own people up and running, but do you have a vendor that's NOT going to be available?" You're prepared, but what happens if your business-critical vendor isn't? Amy Vetter hosts this month's Cyber Security Advisory discussion. With panellists Audrey Katcher of Ruben Brown and Torpey White of WipFli, they explore vendor risk management, and suggest three key action items which your teams can begin working on immediately. Talking Points. These are just some of the topics discussed in this episode. Best practices for security and supply chains. Vendor due diligence, What that actually means in practice, How risk should be monitored during the COVID-19 pandemic Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We've combined three years of cybersecurity conversations, 20 episodes to choose from, all via just ONE link". Because it's Cybersecurity Awareness Month 2020, we've put together a special playlist of 20 cybersecurity-focused episodes. Find them by clicking on this link: CyberSec20 Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Browse your dedicated cybersecurity episode playlist at CyberSec20. Find technology and cybersecurity resources for CPAs at CPA.com. Discover how Cybersecurity Month is being marked in the USA as "NCSAM", and the EU as "ECSM". Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"This is a very significant step for the profession; it's a LEADERSHIP step." What's the security value of a name? CPA.com CEO Erik Asgeirsson outlines the many security and branding benefits of .cpa, a new top-level domain for the finance and accounting profession. Talking Points. These are just some of the topics discussed in this episode. what a top-level domain is. why it's been developed. who'd find it useful. the benefits to members of the accounting and finance profession. its cybersecurity value, especially in assurance, credibility and verifiability. Our Guest. Erik Asgeirsson has been President and CEO of CPA.com for the past fifteen years and was part of the original founding team. Under his leadership, CPA.com has established itself as a leader on emerging technologies and as a key solution provider to accounting firms in the United States, with a growing global focus. Erik also led the creation of RIVIO, a private company financial information clearinghouse, and is overseeing the launch of .cpa, a new top level domain for the profession. Before joining CPA.com, Erik held a variety of positions over a ten-year period at AT&T in business development, operations, and product management. He holds an MBA in Finance from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University, where he was elected to the Eta Kappa Nu engineering honour society.  Connect with him at www.cpa.com/speakers/erik-asgeirsson Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Learn more about .cpa at domains.cpa. Find technology and cybersecurity resources for CPAs at CPA.com. Discover how Cybersecurity Month is being marked in the USA as "NCSAM", and the EU as "ECSM". Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"You do have to be equipped to ask enough of the RIGHT questions." October is Cybersecurity Month in the EU and the USA, so all month we'll be sharing episodes about IT risks, threat-mitigation and security strategies. The founder and CEO of NMGI, our guest Randy Johnston is recognised as a Top 25 thought-leader in accounting and technology. Hosted by Kacee Johnson, Strategic Advisor at CPA.com (the business and technology arm of the AICPA), this conversation with Randy introduces the concept of 'shadow IT'.  Talking Points. These are just some of the topics discussed in this episode. Definition of  "Shadow IT". The increased risks associated with the decentralised and remote workforces which are the new normal for business. How to identify risks. Best practices to minimise potential threats. Our Guest. Randy Johnston is a veteran technologist with almost 40 years' experience guiding accounting firms and businesses to select the most appropriate technology tools, manage security, and optimise systems. Recognised as a Top 25 thought-leader in accounting and technology, he's regularly featured in Accounting Today's list of the Top 100 Most Influential People in the profession.  Connect with him at www.randyjohnston.com. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find technology and cybersecurity resources for CPAs at CPA.com. Randy's additional suggestion for further help. Discover how Cybersecurity Month is being marked in the USA as "NCSAM", and the EU as "ECSM". Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We focus a lot on the convenience and mobility of the medium... THAT is a really interesting value proposition." On International Podcast Day - September 30th - we're joined from Canada by Michael Kravshik. The LumiQ CEO tells us about the podcast-inspired startup he founded to help CPAs turn podcast-listening into learning-credits.  Talking Points. These are just some of the topics discussed in this episode. an overview of the Canadian accounting community the power of podcasting and audio content for CPAs. what’s happening with the medium around the world   ways a company can leverage its own in-house skills and talent to start creating podcast-style content how this can help deliver their own teams’ upskilling and development requirements. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Connect with Michael via LinkedIn. Visit the LumiQ website and get 3 hours of free content on the app. (If you're in Canada, you'll get CPD credits as well)! Find out more about International Podcast Day Michael enjoys listening to these accounting and business podcasts 60 Seconds in the Fintech Microwave By Will Buckley How I Built This with Guy Raz Pivot with Kara Swisher and Scott Galloway. Dip into our growing library of AICPA & CIMA podcasts. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's very important to get your PATIENTS involved in understanding what good security-stewardship means." In the fourth of our Cybersecurity Advisory series, a panel of experts explores the economic and technological challenges facing the health care industry as a result of the COVID-19 pandemic.  Host Jeff Krull of Baker Tilly is joined by Jerry Ravi, Bert Orlov, and Steve Bisciello of Eisner Amper. Talking Points. These are just some of the topics discussed in this episode. How the pandemic has impacted on the economics of the healthcare industry and their use of technology. What the long term implications may be. What that impact - and the potential impact of the technology - changes from a security and HIPAA perspective.  Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

" This is a great time to make a list of top-of-mind PEOPLE who you haven't spoken to in a while." Returning guest Julie Holunga is a leadership trainer, speaker and author who works with corporate women, primarily in the legal, accounting, technology, and professional services fields. Speaking from Denver, USA, she tells the AICPA's Scott Kellam why it's so important to 'reset' the way we work. They discuss ways to rekindle work productivity and suggest how to stay in touch - and in sync - with colleagues. RESOURCES. Find out more about Julie at julieholunga.com. Julie will be speaking at a TedX event this November 14th. Get free pandemic-related guidance from our coronavirus online resource centres for the global AICPA and CIMA communities. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews and @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"There are lessons that we ALL can learn from this fairy tale". Lynn Fountain (CPA, CGMA, CMA, MBA) is a finance professional, author, and an international leadership and management trainer who brings a unique perspective to our conversation. We discuss what the keys to leadership are, and how we can find them by using the story of  The Wizard of Oz. RESOURCES. Find out more about Lynn Fountain on her website at https://www.lynnfountain.net.  Read her blog post "Finding the Leader Within" Rediscover the story of The Wizard of Oz. Get free pandemic-related guidance from our coronavirus online resource centres for the global AICPA and CIMA communities. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews and @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Getting newer and younger existing staff...ENGAGED ...is never more important than it is today." CPA.com's Steve Menges returns to conclude our two-part exploration of how CPA practices can virtualise their operations.  He shares practical examples to help others choose their own paths to business-virtualisation. OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernising Your Practice" initiative. Connect with him on Linkedin here. RESOURCES CPA.com is a leading resource to empower CPAs in the digital age. A Distributed, More Virtual CPA Firm and A&A Practice – Curated A&A Firm Resources Discover the OnPoint PCR solution, the precursor to DAS (the Dynamic Audit Solution). A&A Business Continuity in 2020. Transitioning to a Distributed CPA Firm: Educational Videos, 6 curated sessions including "simplify-to-innovate" insights from FutureThink CEO Lisa Bodell. We featured clips from this live webinar featuring Jason Miller (Partner) and Meg Hampton (Audit Supervisor) at Anglin Reichmann Armstrong.  Modernising Your Practice features experts curating clarity around complex legal, compliance and liability risk topics for firms of all sizes   SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We're seeing more stories now where information is being compromised - when it should NOT be - in this new work from home environment." In the third episode of our monthly Cybersecurity Advisory series, host Jim Gilbert, CPA, CITP, CGMA is joined by Audrey Katcher of Rubin Brown LLP and Jeff Olejnik of Wipfli LLP.  In an ever-changing data environment, they explore the shift in focus for Boards of Directors (BoDs) to business continuity, security and risk management.  Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"A lot of fast-growing large tech companies want to ELEVATE their accounting teams...through automation." We talk bots and RPA with Gappify, an accounting-automation startup based in San Francisco. Kyle Hannan (AICPA &  CIMA, London) is joined from New York by Gappify CEO and founder Jotham Ty, and Sales VP James Hall.  RESOURCES. Find out more about Gappify Watch this AICPA & CIMA video about the use of robotic process automation in auditing.  Read about the impact of bots in these articles from Gartner and McKinsey There's pandemic-related guidance on the AICPA coronavirus resource centre at https://www.aicpa.org/coronavirus and also the CIMA coronavirus resource centre at https://www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"In 2020, change in key areas is NO longer optional." The first in a two-part exploration of how CPA practices can virtualise their operations. CPA.com's Steve Menges outlines the steps that firms can take right now to holistically digitise services, drive efficient high-quality work, and bring even more value to clients.  OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernizing Your Practice" initiative. Connect with him on Linkedin here. RESOURCES A Distributed, More Virtual CPA Firm and A&A Practice – Curated A&A Firm Resources CPA.com is a leading resource to empower CPAs in the digital age. A&A Business Continuity in 2020. Transitioning to a Distributed CPA Firm: Educational Videos. We featured clips from this LinkedIn Live session as Kim Moore, Director of Audit at Summit CPA Group, shares practical advice for auditing firms trying to adjust to remote working conditions.  Modernizing Your Practice features experts curating clarity around complex legal, compliance and liability risk topics for firms of all sizes   SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Be very clear about the PURPOSE of a finance function in a business and how can you be increasingly purposeful in your role" Rebecca McCaffry, author of a new research report ‘Finance Transformation, the Human Perspective’, introduces highlights from the report’s launch in Dublin earlier this year. At the event, a panel of industry experts shared their perspectives on the skills needed by finance teams, and how to develop them. THE PANEL KPMG partner Gavin Donaldson, whose expertise includes finance function optimisation. Frances Howat, head of capability development for finance at BP Bernie Cullinan, CEO of Pragma Advisory, which specialises in strategy, organisational development and people management Chaired by CIMA chief executive Andrew Harding Report author Rebecca McAffry. RESOURCES Download the report and learn about our research into the human elements of finance transformation. Find out more here. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's a situation that's been exponentially exposing us... at THIS time." In the second of our new monthly Cybersecurity Advisory series, host Jerry Ravi of EisnerAmper LLP is joined by Daimon Geopfert of RSM, and Audrey Katcher of Rubin Brown LLP. They discuss data security and resilience, risk, and regulatory compliance in a changing data environment. These monthly advisories explore key technology challenges as businesses consider how to implement a seamless environment that supports work from home or in the office. RESOURCES. Find technology and cybersecurity resources at https://future.aicpa.org/topic/technology Discover more cybersecurity resources through the AICPA Technology Resource Hub. There's pandemic-related guidance on the AICPA coronavirus resource centre at www.aicpa.org/coronavirus and also the CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Really good CFOs are able to COMMUNICATE, with people who are not financial experts" What does it take to be a CFO? How do you get that type of role? What does it mean to work at Board level? And how do you make the right kind of impact once you get there? Chicago-based Eileen Kamerick is a Board member of several listed companies as well as a trusted confidante to CEOs and Directors in Advisory and CFO roles. She shares some exclusive insights into her forthcoming Finance Track session at ENGAGE 2020.   OUR GUEST Eileen Kamerick is a Fellow of the US National Association of Corporate Directors Board Leadership, as well as an SEC Financial Expert. She currently serves as a Board of Directors Member for three NYSE corporations and one LSE corporation, and has held several corporate Senior Advisor and CFO roles with leading multi-nationals. Connect with her on LinkedIn here. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The past 100 days haven't been a blip. They've been an ACCELLERATOR" To understand adaptive leadership, it's best to hear from the leaders themselves and the people that know them best. Our guests are C-Suite coach Gretchen Pisano, CEO of pLink Leadership, and Clar Rosso, EVP for Learning and Development (AICPA & CIMA). This podcast is a special audio version of this June's ENGAGE 2020 kick-off video webinar.   OUR GUESTS Clar Rosso (MA) is based in North Carolina and is the Executive Vice-President of Engagement & Learning Innovation at AICPA & CIMA.  Gretchen Pisano is co-founder and CEO of pLink Leadership SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Ultimately, we ALL have a role in making people grow and be successful." Barry Payne is Director of External Relations for Management Accounting at the Association of International Certified Professional Accountants (AICPA & CIMA). In this audio version of his recent pre-ENGAGE 2020 conference webinar, he explores how to develop the finance talent in an organisation by putting people first. OUR GUEST Barry Payne is Director - External Relations, Management Accounting at the Association of International Certified Professional Accountants. Connect with him on LinkedIn or email him directly at [email protected]. RESOURCES. Use the CGMA Competency Framework to help guide a structured conversation on learning with your staff our your manager and build a learning plan of your own. Programs such as the CGMA Finance Leadership Program enable the development of critical competencies. The program’s online, personalised learning experience helps finance professionals to develop the necessary digital, technical, business, leadership, and people skills. The Association (AICPA & CIMA) offers several resources to help finance and accounting professionals grow their data analysis skills. These include: Our data analytics certificate program (a portion of which is free to members through the AICPA’s Digital Mindset Pack and CIMA’s Digital Mindset Pack). Journal of Accountancy article Perceptions about analytics-aided audit quality. Go Beyond Disruption Podcast: Using data analytics to drive today’s businesses and train tomorrow’s accountants with Rich Fox of Apex Parks Group. An interactive brochure that highlights how to leverage data to drive decision-making. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"You can't rely on the changes that kept you operational to keep you secure AND compliant." This week is the inaugural episode of our monthly Cybersecurity Advisory series. We explore key technology challenges as businesses consider how to implement a seamless environment that supports work from home or in the office. Hosted by Steve Ursillo of Cherry Bekaert, the panel includes Les Nettleton of Bourgeois Bennett, and Daimon Geopfert of RSM. RESOURCES. Find technology and cybersecurity resources at https://future.aicpa.org/topic/technology Discover more cybersecurity resources through the AICPA Technology Resource Hub. There's pandemic-related guidance on the AICPA coronavirus resource centre at www.aicpa.org/coronavirus and also the CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Define your professional success through self-reflection and remembering back to your old jobs. But it's about what you FELT in it, and what you ENJOYED about it." How has the current situation changed the way we look at our current jobs, and how does it impact the plans we’re making for the next ones? London-based Arun Coumar is a career coach, strategic planning consultant and author who works with high-performing career-starters. He shares his perspectives on how it's important to take a step back towards yourself before you resume your journey forward. RESOURCES. Connect with Arun via his website at https://www.findprofessionalsuccess.com or on LinkedIn at https://www.linkedin.com/in/aruncoumar. He also referenced Cultivated Culture and Career Sidekick.  Find pandemic-related guidance on the AICPA coronavirus resource centre at www.aicpa.org/coronavirus. There's also the CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Now more than ever, it's important that we ENGAGE and we talk to each other." What innovations and new approaches are finance professionals deploying to weather the pandemic? Hear three more 'Here Together' lockdown experiences, drawn from a large collection of video messages shared by CIMA members and students across the UK and around the world. Introduced by Megan Beamish from AICPA & CIMA's UK office. RESOURCES. Watch our new "Here Together" video and all member and student stories. Latest CIMA news always here at www.cimaglobal.com/uknews. AICPA coronavirus resource centre at www.aicpa.org/coronavirus. CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus.   SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Resilient companies actually SUBSTANTIALLY out-performed competitors...in coming out stronger." The first of our Oracle "Agile Finance" series, this is an edited audio version of a recent video webcast. It explores how CFOs and finance organisations can build financial resiliency and return their business to scale. Hosted by Ashok Noah of AICPA & CIMA, the panel includes Kyle Hawke of McKinsey, and Matt Bradley of Oracle. OUR GUESTS Ashok Noah is Managing Director of CGMA Learning, Education & Development, at AICPA & CIMA. Kyle Hawke is a Partner at McKinsey and Company in Washington DC. Matt Bradley is SVP, Development at Oracle Corporation. RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus.   SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Actionable insights on a topic impacting firms and, really, ANY growing organisation". A bumper episode for any certified professional accountant who wants to innovate and grow their practice. Steven A. Menges (AICPA & CIMA, CPA.com California) presents this special compilation of interviews from CPA.com's "Modernising Your Practice" audio and content series. There's plenty of global relevance in this in-depth, new collection of best practices from the US accounting profession. Hear and share the individual interviews at CPA.com/MYP. Segment 1 (starts at 02:15). Rebecca Toffolon, from the Accountants Professional Liability Claims department at corporate insurance giant CNA, takes us through some eye-opening numbers from claim data. She discusses key insights for accounting firms to use to protect themselves.  Segment 2 (starts at 17:40). Steven is joined by Laura Lapidus and  Timothy Domanick  They discuss employment practices liability (EPL) risk, a topic that is especially important to growing firms in this new remote working era.  Segment 3 (starts at 55:55). CPA.com’s Matt Towers digs into “Matters for Consideration” as well as considerations for building a quality and risk-wellness plan. His guests are Richard Hill, Kristy Illuzzi, and Mike Glynn. TOPICS. 1) The Cost of Liability Risk. Lawsuits and claims and potential claims (oh my!) The “Pain Period” – a new statistic every firm should know Severity: How much, why, and who; key indicators for which to watch (and avoid) 2) Fast & Furious (& Safe) Firm Growth: Managing EPL (Employment Practices Liability) Risk. EPL and employment law issues Good firms gone bad: Discrimination, harassment, and still charting at #1: Retaliation Tips to both stay true and avoid EPL risk as you grow 3) Matters for Consideration: A CPA Firm Quality and Risk Wellness Plan Discussion. Importance of building a firm quality wellness plan what firms can do to begin creating and executing against a plan right now What matters come up when auditors review their peers? OUR GUESTS. Rebecca Toffolon, JD, Assistant Vice President, Accountants Professional Liability Claims, CNA. In addition to her law degree, Ms Toffolon has an M.S. in Negotiation and Conflict Resolution from Columbia University and she uses both when firms get sued.  Laura Lapidus* is an employment attorney and the Management Liability (EPL) Risk Control Director at CNA. Timothy Domanick is Principle at Jackson Lewis P.C, a preeminent workplace law firm. Richard Hill has been a peer reviewer for over 25 years and is managing partner at Mitchell Emert & Hill, P.C. in Knoxville, Tennessee Kristy Illuzzi is Senior Technical Manager and Staff Liaison to the AICPA’s Technical Issues Committee Michael Glynn is Senior Manager, AICPA Audit & Attest Standards Team. FURTHER RESOURCES SEGMENT 1. GoBeyondDisruption (Episode 88) “Modernising Your CPA Practice” “Be Aware or Beware: Common Indicators of High Severity Claims” On-Demand webinar presented by Sarah Ference, CPA and Rebecca Toffolon, Esq. Download the webinar. CNA.com AON.com Statements on Quality Control Standards SEGMENT 2. CPA.com/MYP U.S. Equal Employment Opportunity Commission (EEOC) EEOC Americans with Disabilities Act (ADA) – Q&A ADA Update: A Primer for Small Business EEOC Charge Statistics (Charges filed with EEOC) FY 1997 Through FY 2019 EEOC Litigation Statistics, FY 1997 through FY 2019 EPL insurance and EPL articles - CNA Jackson Lewis Coronavirus/COVID-19 Resources Jackson Lewis Insights Blogs Jackson Lewis Insights Workplace Law Publications CNA Insurance for Accountants AICPA EmployerGard CNA’s Beyond HR (note: password protected site for CNA policyholders) Five Important Reasons for Employment Practices Liability Coverage - CNA Risk Control Bulletin Computing in Comfort for Telecommuters - CNA SEGMENT 3. Peer Reviewer Alert AICPA Technical Hotline Statements on Quality Control Standards CPEA (Center for Plain English Accounting) Preparation, Compilation, and Review Engagements Guide (note: purchase required) OnPoint PCR SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA) * Ms. Lapidus’ opinions are her own:  they should not be construed as legal advice; they are not solicitations to buy insurance; and they do not necessarily reflect those of the positions of the CNA insurance companies.  Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions, and exclusions for an insured in the context of a specific claim situation.

"We're all HUMAN... doing our best to ensure there's continuity in our various businesses and in our lives." When we first posted our 'Here Together' video, it was shared online alongside dozens of personal video messages from CIMA members and students across the UK and around the world. And as the pandemic continues to impact us all, more of them are being added. This week, Megan Beamish (AICPA & CIMA, UK) introduces three of them: from Manchester, Edinburgh, and Greater London. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== RESOURCES. Watch our new "Here Together" video and all member and student stories. Latest CIMA news always here at www.cimaglobal.com/uknews . AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus.   SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"For those waiting to get recognised or be promoted, now is NOT the time to be humble or shy." Covid-19 has changed almost everything. Global unemployment rates are at record highs and professionals need to remain relevant whether seeking progression internally, or looking for a new opportunity outside their current organisation. Beth Berk is a Washington-based recruiter in the finance and accounting sectors. Clar Rosso is EVP of Engagement and Learning Innovation at AICPA &  CIMA.  Together, they bring two complementary perspectives on one issue: career progression in troubles times. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== TALKING POINTS. Internal up-skilling Staff development Balancing ambition and action Mentoring and continuous professional development LinkedIn and CV Basics The WEF top 10 skills of the future. RESOURCES. World Economic Forum "Ten Future Skills" Engage 2020 Online Conference SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Covid-19 has really highlighted the need to ensure that supply chains are lean, agile and built around COLLABORATIVE relationships." Like almost all businesses, the retail sector has been hard hit by the pandemic lockdown. While the coronavirus disruption isn’t permanent, it’s nevertheless a critical test of an organisation’s resilience which could help make it stronger in the long term. Resilience and flexibility are now more important than ever, so how do business leaders improve this? Our guests are accounting academics Professor John Cullen and Professor Lisa Jack, and they share some useful findings from their years of research into best practices in the management of retail returns. This will be of particular interest to accounting and finance professionals who work with clients in the process improvement, logistics, scenario-planning or supply chain-management sector.  TALKING POINTS. Ensuring and delivering value through financial control. Where accountants can help things work more smoothly between cross-functional teams. How to navigate uncertain times. How to embed the best accounting principles into processes. Tools and resources that can help. RESOURCES. Download the report and presentation “Buy Online, Return in Store - No such thing as a free return”. Get the 2018 reverse logistics diagnostic toolkit. Explore CIMAGlobal research papers. The Task Force coronavirus technology resource page AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The playing field has changed for EVER" Our guests this week are Jim Gilbert, Les Nettleton and Amy Vetter, a trio of US-based accounting professionals whose expertise blends finance, technology and people. We explore how companies can work remotely more effectively, collaborate better, and develop new ways of working together, apart, that will stand them in good stead long after the current pandemic crisis is behind them. We also hear about the work of the AICPA & CIMA Technology Task Force.  TALKING POINTS. Why’s collaboration suddenly more important than ever?  How to move from preparation to action. How easy is it to collaborate when there’s SO much going on? Are all companies approaching collaboration the same way? What are some good ways to get ready for remote work hen you're not really used to ‘collaborative tech’ stuff? Types of collaborative tools and platforms that companies need to get going with?  RESOURCES. The Task Force coronavirus technology resource page AICPA coronavirus resource centre at www.aicpa.org/coronavirus CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Send to Twitter.  Auto-share on your Facebook page.  Tell someone via email.  GIVE FEEDBACK. How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here. ABOUT OUR PODCAST The Voices. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)