Risk is evolving quickly, and CPAs need to stay ahead. In this episode of Future Proof, we talk with Nicole Graham, risk consultant at Aon, about how firms can turn risk management into a strategic advantage.

From cyber threats and regulatory changes to the everyday use of generative AI, Nicole shares real-world trends and practical tips to help firms stay protected. Learn how to spot red flags early, strengthen engagement practices, and embed a proactive risk culture across your team.

Smart risk management isn’t optional, it’s essential to building a future-ready firm.

Resources:

• Ashley Graham, Risk Consultant, LinkedIn
• Aon Insurance Services, an MACPA Preferred Provider

This week on Future Proof, Paul Dunn, award-winning entrepreneur, global business leader, and founder of B1G1 (Business for Good), joins the conversation to explore the true purpose of the accounting profession.

Paul challenges CPAs to shift from focusing on what they do to why they do it. He shares how small, purpose-driven actions can create lasting impact and how accountants can become storytellers who communicate the real value of their work. His message is clear: CPAs are heroes (they just don’t always realize it).

This uplifting episode is a powerful reminder of how purpose and impact can redefine the profession and inspire change far beyond the bottom line.

Resources:

• B1G1 (Business for Good)
• Paul Dunn’s TEDx Talks
• The Soul of the Enterprise Podcast
• Verasage Institute
• MACPA Purpose Resources

This week on Future Proof, we’re joined by Lexy Kessler, partner at Aprio, former chair of the Maryland Association of CPAs, and now the third Marylander to chair the AICPA’s board of directors. Lexy brings insight, inspiration, and a powerful sense of purpose to this conversation.

She shares how a high school bookkeeping class sparked her career, why she was an early adopter of technology, and how a short break from public accounting reaffirmed her calling. Now in a national leadership role, Lexy is focused on deep listening, building trust across the profession, and addressing the talent pipeline with both policy and heart.

This episode is a must-listen for anyone seeking renewed purpose and direction in the profession.

Resources

• Lexy Kessler LinkedIn Profile
• Lexy Kessler AICPA Profile
• National Pipeline Advisory Group

In this episode, Ron Baker, founder of the VeraSage Institute, challenges traditional views of innovation in accounting. Instead of focusing on technology like AI and automation, Ron advocates for transforming the value we provide to clients, shifting from transactional services to outcomes and personal growth. He highlights Fender's shift from selling guitars to teaching customers how to become musicians as a key example of transformation.

Ron also reframes burnout as "moral injury," the emotional toll of not living up to the deeper purpose of the profession, which is helping people. This conversation is full of actionable ideas to help CPAs evolve beyond billable hours and checklists. Tune in for a fresh perspective on the future of accounting and how to make a greater impact.

Resources:

• VeraSage Institute
• Ron Baker biography and work
• Ron Baker's podcast, The Soul of the Enterprise
• "The Experience Economy" book by Joe Pine and James Gilmore
• PwC 2023 Consumer Insights Report
• Deloitte’s Human Outcomes Study

Firms are facing major capacity and talent challenges—and many are turning to offshoring, or global resourcing, to keep up. But how do you make it work?

In this episode of Futureproof, GRF CPAs and Advisors partner Tricia Katebini shares how her firm built a global team that’s fully integrated into their culture and client service model.

Whether you’re just getting started or refining your approach, this episode is packed with practical insights to help you navigate the future of talent.

Resources:

• Tricia Katebini, CPA, MBA, Partner, Audit and Assurance at GRF CPAs and Advisors
• India GCC Landscape Report – The 5 Year Journey

AI adoption is surging, but most companies struggle to scale its value. Tech expert and be radical co-founder Pascal Finette helps leaders navigate the evolving technology landscape—and today, he’s breaking down what businesses get wrong about AI and how to get it right.

With nearly 30 years in tech, including leadership roles at Google, eBay, and Mozilla, Pascal shares practical strategies for integrating AI, overcoming challenges, and driving real impact.

Listen in to learn how to harness AI for growth, efficiency, and innovation.

Resources:

• Pascal Finette website
• be radical
• Boston Consulting Group (BCG) report, "Where’s the Value in AI?"
• McKinsey & Company report, "AI in the workplace: A report for 2025"

In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global.

We discuss key challenges like talent shortages, technology, and regulatory shifts, as well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth.

Whether you're a CPA, student, or leadership enthusiast, this conversation is packed with valuable insights.

Resources:

• Mark Koziel LinkedIn Profile
• Journal of Accountancy article, "Mark Koziel to become CEO of the Association of International Certified Professional Accountants", by Kim Nilsen

Client Advisory Services (CAS) has become one of the most profitable and in-demand service lines in accounting, with revenues surging 17% in two years. Amy Bridges, Senior Manager of Practice Development at CPA.com, unpacks key findings from the latest CAS Benchmark Survey, revealing how top firms achieve $250,000 in median net client fees per professional and why 90% have moved away from hourly billing. From pricing strategies to scaling advisory services, this conversation offers actionable insights for firms looking to maximize CAS growth.

Resources:

• CPA.com’s 2024 CAS Benchmark Survey
• Amy Bridges, LinkedIn Profile

Maryland's General Assembly is in session, facing a significant budget deficit. In this episode, State Senator Brian Feldman, CPA, breaks down the tough decisions ahead, including the potential taxation of professional services. He emphasizes why legislative advocacy is crucial for CPAs, who can influence tax policy and business decisions. Senator Feldman also explains how Maryland’s legislative process is accessible, offering CPAs a chance to make a real impact. We also discuss how Maryland’s economic, energy, and environmental policies will shape the future, making it vital for CPAs to be involved.

Resources:

• Brian J. Feldman, Maryland State Senator
• MACPA's annual CPA Day in Annapolis
• MACPA editorial, "Fiscal concerns dominate Maryland's 2025 legislative session", by Bill Sheridan

What’s next for CPAs after the election? I sit down with Lauren Pfingstag Vahey, AICPA’s Director of Congressional and Political Affairs, to explore the impact of a new president and Congress on the profession. We discuss the future of the Tax Cuts and Jobs Act, potential new tax legislation, and the recent IRS funding boost from the Inflation Reduction Act. Lauren also shares insights on the possible restructuring of the PCAOB under SEC oversight and offers advice on how CPAs can stay actively engaged in legislative advocacy. Tune in to this essential conversation to navigate the evolving political and regulatory landscape.

Resources

• Lauren Pfingstag Vahey LinkedIn Profile
• AICPA Congressional and Political Affairs Team