"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic"

Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo".  

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

• The Microsoft Work Trends Index
• US Department of Labor JOLTS report for May 2021
• AICPA Young CPA Network online article 'Itching to Quit"

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 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. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"I am SO excited to be on my way to Vegas!"

In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests.

Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA’s Accounting and Review Services Committee.  In 2013, he was honoured by the Society with their Distinguished Service Award.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

• Explore the Practitioners and Tech+ (PST) track.  
• Find out about ENGAGE 2021, including how to register and attend either in person or online.
• Explore other global conferences and events from AICPA & CIMA.

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 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. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world."

At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences.

Talking Points. These are some of the topics we discuss in this episode.

• What to expect from ENGAGE 2021 and how to be part of it, either in person in Las Vegas or online via the virtual ticket.
• Other global conferences, including the recent debut of ENGAGE EUROPE.
• The Association's wide-ranging and future-focused programme of conferences and events for the global profession.
• How organisers changed and redefined events in the face of the challenges brought on by the global coronavirus pandemic
• Ways that AICPA & CIMA continued to offer value and deliver success to professional attendees in new ways.
• Developments and innovations that helped redefine and reimagine future events.

Our Guest. Todd Helton is AICPA & CIMA's Senior Director of Meetings & Conferences. He leads in strategic direction and budget planning for the Association’s conferences, global events, professional development workshops and meetings, and webcast teams. His team of 25 annually produces around 35 global and national in-person conferences, 30 online conferences and 100 training courses. Connect with him via Linkedin here.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

• Find out about ENGAGE 2021, including how to register and attend either in person or online.
• Discover the Goats of Anarchy.
• Explore other global conferences and events from AICPA & CIMA.

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 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. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening".

Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas.

That's why all this month we've been marking the occasion with a series of bite-sized weekend episodes, inviting you to record a quick voice message about when, where, how and why you listen to this podcast.

Now on the last day of that month, June 2021, we've made it easier for you to share your opinion via your keyboard instead.

There are two ways to access it. Share your opinions here, visit the URL https://forms.office.com/r/DDU7DrERFX, or scan this QR code with your phone. 

If your podcast app doesn't display the code, just paste this URL into your browser and hit 'enter'.

https://forms.office.com/r/DDU7DrERFX

Your opinion's really important and it'll take just a minute or two to tell us what you'd like to hear more of in future.

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.

Get in touch. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"What's the one topic or technology you'd like to hear more about?"

Another bite-sized, weekend episode as we conclude our 3rd anniversary month with your 3rd question. To share your opinion, simply take a minute to record your answer as a voice message and send it to us. Please use this button to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

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.

Get in touch. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"When, and where, do you listen to these podcasts"

Each weekend this anniversary month, we ask you a single question - a different one every week. Then we invite you to record your answer as a voice message and send it to us. The second question is above. Please use this button to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

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.

Get in touch. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"As a professional who also listens to podcasts, are there any accounting-related topics that you were listening to 3 years ago that you're still interested in now?"

Every weekend this anniversary month, we'll be asking you just one question - a different one every week - and inviting you to record your answer in your own voice and send it to us. The first question is above. Please use the widget below to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

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.

Get in touch. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"You can compare what you're facing against what OTHER firms are facing."

AICPA & CIMA have just launched their 'Top Issues' surveys, one for the USA, and another focused on UK CIMA Members in Practice (MIPS). Brad Barbour, Manager for Private Companies Practice Section (PCPS) outlines how finance professionals can contribute, why that's important, and how sharing their opinions will end up helping small firms everywhere.

Talking Points. These are some of the topics we discussed in this episode.

• New understandings of what previous research has told us about the issues facing small CPA firms BEFORE the pandemic

• Hear about how those have been changed by the disruption in 2020-21

• Talk through why – even though this type of information-gathering is not a huge time-suck -  it can still reveal huge insights once it’s all put together.

• How practitioners can get started with sharing their top issues wherever they are.

Our Guest. Brad Barbour is Manager - PCPS/Firm Services at the main AICPA and CIMA office in Durham, North Carolina. He also hosts the “Small Firm Philosophy” podcast for the Association’s PCPS community.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

• Explore and complete the US CPA 'Top Issues' survey (by June 18 2021)
• Today, May 28, the CIMA MIPS survey version launched 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 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. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

...YOU could be in the top 25% of podcasts... 

Our guest is CPA-turned-podcaster David Spray. He's a Texas-based serial entrepreneur who recently started a pair of businesses with podcasting at their heart. He talks about why having a podcast is almost like having a superpower, about the 50 ways podcasting can benefit a finance professional, and about why he launched a podcasting-for-CPAs service.

Talking Points. These are some of the topics we discussed in this episode.

• Why having a podcast is like having a superpower.

• Relative to blogs, websites and videos, podcasts are the rarest form of online content.

• The swing from DIY to DFY

• How consistency could get you to the top 25% of podcasts.

• The playing field is still relatively open and if you work in a specialized niche, you might be the first and maybe only person in your space to have a podcast.

• Why start a podcast (we can think of fifty).

Our Guest. David Spray launched his first podcast in 2019 and a second podcast earlier this year. He received a BBA in Accounting from the University of Texas at Austin in 1987 and an MBA from the University of Houston in 1991. 

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.

• Are you a good candidate to start a podcast? Find out with this 8-question self-assessment at YourPodcastScore.com.
• In 2018, the AICPA & CIMA's Journal of Accountancy, published a 10-step guide for CPAs to start their own podcast. 
• Have a look at fifty ways podcasting could benefit your practice. YourPodcast.team/50benefits
• Hear previous episodes of our podcast which focus on accounting professionals who are using podcasts in their practice.

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)

 1 in 5 people in the workplace have been experiencing overwhelm during the pandemic, including people who normally rate their RESILIENCE as 'very high'.

To mark Mental Health Awareness Week (UK) and Mental Health Awareness Month (USA), returning guest Katie Demain of iOpener Institute explores how the pandemic has transformed our individual, organisational and leadership approaches to mental health and wellbeing.  We discuss the theme of this year's campaign - Nature - and the importance of connection as a powerful counterbalance to uncertainty.

Talking Points. These are some of the topics we discussed in this episode.

• what's changed since she last joined us on the podcast for UK Mental Health Awareness Week 2019,
• what new research reveals about how professionals are coping with this unprecedented level of disruption
• the unusual benefits of 'forest bathing'
• the risk factors of mental health
• the concepts of Unproductive Uncertainty versus Uncertainty Capability
• the ALGEE acronym used in Mental Health First Aid
• the 10-stage Mental Health 'how to' for leaders.

Our Guest. Connect further via LinkedIn using the links below, or visit these websites.

• Katie Demain is an Executive Coach, a Designer of Leadership Development Programs at iOpener Institute, a speaker, a writer, and an expert in Psychometrics. She works with clients the world over and leads teams to deliver these programmes. 

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.

• It's Mental Health Awareness Week 2021 in the UK, and Mental Health Awareness Month in the USA.
• Find out more about our guest's work at iOpener Institute.
• Explore Action for Happiness
• Discover Forest Bathing
• Visit the AICPA's Coronavirus Resource Centre.

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)