FLP, the Finance Leadership Podcast

"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 "f our pillars" of digital transformation and outlines how to get a company's technology projects back on track in the face o...

"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...

"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...

"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 th...

" 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 to...

" 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...

"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...

"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. wh...

"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 (t...

"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...

"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...

" 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. T...

"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...

"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 f...

"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 Board...

"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...

"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 produ...

"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...

"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 technol...

"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...

"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 v...

"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 G...

"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 B...

"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...

"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 U...