Journal of Accountancy Podcast

Journal of Accountancy Podcast episodes:

• 04.18.2024

  ‘Go before you’re ready’: Advice for leaders in all walks of life

  To Jen Croneberger, it’s easy for many in society to spend a lot of time planning to do big things but not always carrying out those plans. Taking an “if/then response approach” to life prevents accomplishing big goals, and so...

  
• 04.11.2024

  Comfort in the uncomfortable: One-on-one meeting strategies that work

  In the first part of a two-part podcast discussion, Hamza Khan detailed how he was affected by a severe case of burnout about 10 years ago. In this episode, Khan, an author and keynote speaker, shares more...

  
• 04.04.2024

  Working 9 to 9: One expert’s experience with severe burnout

  Hamza Khan believes the four-day workweek to be “an inevitability.” It is the sort of workplace trend that could help to diminish burnout, which is the main topic of this JofA podcast episode with Khan, an author and entrepreneur....

  
• 03.28.2024

  How to best tackle technology and the talent pipeline

  Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, together as the Association of International Certified Professional Accountants, has his finger on the pulse of the profession. He’s traveled all over, talking to everyone...

  
• 03.21.2024

  The reasons economic sentiment about the coming year is on the rise

  Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why finance decision-makers in the first-quarter Business & Industry Economic Outlook Survey are more optimistic now compared with...

  
• 03.15.2024

  The CFO agenda: Hybrid work, cybersecurity, career development and more

  The AICPA & CIMA CFO Conference begins April 24 in Charleston, S.C. Sandy Sloyer, CPA, CGMA, and Misty Geer, CPA, CGMA are long-time members of the conference planning committee, and they joined the JofA podcast...

  
• 03.14.2024

  Clearing up BOI confusion and other tax advocacy updates

  Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, returns as a guest on the JofA podcast to update listeners on the focus areas of tax advocacy.   Her team is paying close attention to employee retention credit claims,...

  
• 03.07.2024

  Why are there fewer accountants? What the research says

  The factors contributing to a decline in the accounting talent pool are many, and so are the strategies to address the issue.  In this podcast episode, Sue Coffey, CPA, CGMA, AICPA & CIMA’s CEO–Public Accounting, explains what early research has...

  
• 02.29.2024

  Bubble trouble: How leaders can identify and escape their biases

  Wassia Kamon, CPA, was a featured speaker at the Future of Finance Summit in Orlando late last year, and she joined the JofA podcast from the event to discuss how leaders can overcome their own biases to be more...

  
• 02.22.2024

  JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’

  Bring together three of the top experts in the accounting technology space, and you’re bound to learn something (often, many things) new. That’s been the premise of the JofA Accounting Technology Roundtable since 2011. It held true again in 2024. ...

  
• 02.21.2024

  Tech roundtable: AI and automation go way beyond ChatGPT

  ChatGPT generates most of the headlines, but it’s only a small part of the big picture when it comes to artificial intelligence (AI) in the accounting profession. What is the wider view on AI for accounting firms and finance departments,...

  
• 02.15.2024

  What it’s like to be a finance apprentice

  Darryl Bonner of Connecticut-based Liberty Bank is part of a pioneering finance apprenticeship program. He’s in the midst of a rotation through several departments at the bank, and he’s taking steps to receive the CGMA designation as well. ...

  
• 02.08.2024

  Why accounting deserves STEM status, and how you can help

  The practice of accounting is increasingly tied to technology, the T in the acronym STEM (science, technology, engineering, math). That tie-in is one reason the AICPA is advocating for accounting to be federally recognized as a STEM education field.  Two...

  
• 02.06.2024

  Super Bowl CFO Q&A: AI, risk management, enjoying the moment

  Dan Crumb, CPA (inactive), CGMA, is a repeat guest on the JofA podcast, because, as CFO and executive vice president of the Kansas City Chiefs, his team is back in the Super Bowl for the second year in a row...

  
• 02.01.2024

  Explaining the role of ARSC and its decision tree

  Mike Westervelt, CPA, is chair of the AICPA Accounting and Review Services Committee (ARSC), and he joins this episode of the JofA podcast to discuss the committee’s role in assisting members. In 2023, ARSC released a decision...

  
• 01.25.2024

  ERC, BOI, e-signature relief: 3 focus areas for tax advocacy

  Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joins the JofA podcast to review 2023’s tax advocacy highlights and look ahead to key issues this year and beyond. Her team’s focus areas include the employee retention credit claims,...

  
• 01.18.2024

  The importance of targeting talent early, enthusiastically

  Jennifer Wilson is passionate about the accounting pipeline and the work being done by the National Pipeline Advisory Group (NPAG). Wilson, the CEO of Convergence Coaching and independent facilitator for NPAG, joined the JofA podcast this week to update...

  
• 01.11.2024

  For all future bosses: A leader’s take on in-office work, AI, and more

  Kimberly Ellison-Taylor, CPA, CGMA, the founder and CEO of KET Solutions and a former AICPA board chair, is energized by people she met and words she heard at recent events. Ellison-Taylor recaps some of the highlights in this...

  
• 01.04.2024

  Gen AI, business model transformation, and more with AICPA & CIMA CEO

  Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, explains why the accounting profession has to embrace generative artificial intelligence (Gen AI) instead of running from it. And that’s not all he’s talking about in this episode of...

  
• 12.21.2023

  A Robert Half executive on the 2024 hiring outlook

  Steve Saah, executive director of the finance and accounting permanent placement practice at Robert Half, joined the JofA podcast last week at the Future of Finance Summit in Orlando, Fla. In the interview, he shares recent data that seems...

  
• 12.19.2023

  Power of the peer group: Riding the wave of finance transformation

  The JofA podcast took a road trip last week to the Future of Finance Summit, catching up with several leaders on highlights from the event and reflections on its growth since the first event in Nashville, Tenn., in 2021. Tom...

  
• 12.14.2023

  Podcast part 1: Melancon on news and trends affecting CPAs

  Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, joins the show this week for the first part of a two-part conversation on the state of the profession and what CPA can expect in 2024 on several fronts. Melancon...

  
• 12.07.2023

  The 2024 hiring plans of finance executives, plus their top challenges

  In the fourth-quarter results of the Business and Industry Economic Outlook Survey, CPA decision-makers remain pessimistic about both the global and U.S. economy, but less so about their own organizations. They also are showing a hesitance to hire, facing...

  
• 11.30.2023

  Hear all about it: What’s in the December JofA

  Jeff Drew, the JofA’s editor-in-chief, is the guest on today’s episode, taking listeners through some of the articles in the December issue, which goes live on Friday.  Drew, a former JofA senior editor and manager with the AICPA’s Private Companies...

  
• 11.16.2023

  Doubling down on tech: What’s in store at Digital CPA in Vegas

  The 2023 Digital CPA Conference, Dec. 3–6 in Las Vegas, will be the event’s 12th year. To explore the trends that drive this year’s agenda – and to look back on the conference’s weather-delayed start – Michael Cerami joins the...

  
• 11.09.2023

  In an online meeting, where do you direct your eyes?

  The title above is the first question posed to the guest on this episode of the JofA podcast. Byron Patrick, CPA/CITP, CGMA, vice president—Client Success at the B3 Method Institute, is a repeat guest on the show, and he’s spoken...

  
• 11.02.2023

  ‘Moving so quickly’: The latest on ESG compliance

  When will the SEC’s proposed rule on climate disclosures become final? And what effect will new legislation in California have on companies across the country? Those questions and more are topics of this episode of the JofA podcast. Ami Beers,...

  
• 10.26.2023

  Better business: How to invest in staff and keep staff invested

  For several years now, finance executives have had talent development and retention on their minds – even with all the other business headwinds they’re facing today. That’s why the timing of an apprenticeship program has been so important, and...

  
• 10.19.2023

  No Plan B: A personal lesson about retirement readiness

  Stephanie Hughes doesn’t want anyone, especially families, to face an unforeseen crisis when it comes time to retire. Her family’s own struggles, when she was in college, helped shape that view. Hughes, CEO of the Wealth Management & Family Office...

  
• 10.12.2023

  An unorthodox path to CPA success

  Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses, and has zero work experience in a public accounting firm. She has crafted a presence on social media including an account with more than...

  
• 10.05.2023

  Why should CPAs understand ChatGPT?

  In the spring, two technology-focused accounting educators wrote an article about ChatGPT’s ability to answer hypothetical client questions. Now, they’re joining the JofA podcast to look into the future of generative AI. Mfon Akpan, CGMA, DBA, an assistant...

  
• 09.28.2023

  Driving fuel efficiency: CPAs’ changing role in oil and gas reporting

  Ryan Bogner, EY’s Americas digital sustainability leader, is the keynote speaker at the AICPA & CIMA Oil & Gas Conference in November in Las Vegas. He explains on this episode of the JofA podcast how the regulatory landscape will affect...

  
• 09.22.2023

  Summing up Sid: The ultimate CPA and friend to all

  Plenty of CPAs can say they learned something from Sid Kess, who died last week at age 97. Some earned CPE credits from a Kess conference session, others read his book, and some learned simply how to treat other people....

  
• 09.15.2023

  ERC suspended: What happens next

  On Thursday, the IRS suspended the processing of new employee retention credit (ERC) claims to combat the prevalence of fraud. These measures will help protect small businesses and aim to stop fraud by promoters of ERC mills....

  
• 09.14.2023

  No regrets: Reflections on a family-owned CPA firm’s ‘great run’

  For Kevin Martin, CPA, the many happy memories of his father — also a CPA named Kevin Martin — outweigh the grief that accompanied the elder Martin’s death in 2019.  An otherwise healthy 78-year-old, the grandfather to Kevin...

  
• 09.07.2023

  Why the outlook of CPA decision-makers has improved

  It’s not a rosy outlook by any means, but the mood of finance decision-makers has brightened in the past three months. That’s according to a third-quarter survey of CPA decision-makers in business and industry. Optimism is...

  
• 09.01.2023

  An updated practice aid and how it can assist in audits of digital assets

  The AICPA’s Digital Assets Working Group published the first iteration of its digital assets practice aid in late 2019. Since then, much has changed related to digital assets, and so the practice aid has evolved with timely updates. The ...

  
• 08.24.2023

  3 keys to building a strong team: Partnerships, people, goal alignment

  When Rand Greenblatt, PA, assumed the role as CFO of Elixir Solutions in early 2022, he set out to improve finance operations while empowering team members. He said that seeing direct reports improve through taking on stretch roles is a...

  
• 08.17.2023

  Hybrid intelligence: Working with AI instead of against it

  Future-focused consultant and entrepreneur Scott Klososky admits he doesn’t know exactly what the future holds as it relates to artificial intelligence. But he is definitely more upbeat about the productivity possibilities AI offers than down about the jobs AI might...

  
• 08.10.2023

  ‘All in this together’: Addressing the CPA pipeline issue

  Lexy Kessler, CPA, CGMA, is the chair of the National Pipeline Advisory Group, a group of accounting stakeholders formed to help shape strategy to address the profession's talent shortage. Kessler is mid-Atlantic leader for the firm...

  
• 08.03.2023

  How one small firm drastically cut its busy-season hours

  Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates LLP, she believed it was her responsibility to put in the time needed to...

  
• 07.28.2023

  Fraud, football, and a viral video: A midsummer compilation

  This episode is a midsummer look back at insights from selected 2023 podcast guests, from a Super Bowl CFO to the AICPA vice chair.  

  
• 07.20.2023

  Why the disconnect? Risks are everywhere; risk management is not

  A survey report that focuses on enterprise risk management (ERM) and offers tools for risk practitioners is the focus of this episode of the JofA podcast. The 14th edition of The State of Risk Oversight, a report produced jointly by...

  
• 07.13.2023

  S corps. and Rev. Rul. 2008-18 F reorganizations

  In this podcast episode, a collaboration between the JofA and the Tax Section Odyssey podcasts, Tony Nitti, CPA, partner—National Tax at EY, joins April Walker, CPA, CGMA, lead manager—Tax Practice & Ethics at AICPA & CIMA, from ENGAGE 2023.  ...

  
• 07.07.2023

  Where do we go from here? Career advice for high performers

  Donny Shimamoto, CPA/CITP, CGMA, the founder and managing director of Intraprise TechKnowlogies LLC, recently co-hosted a conference session on feedback – specifically, how high performing employees sometimes get a low amount of valuable feedback. Such high performers can...

  
• 06.29.2023

  The key role accountants will play in the shifting definition of value

  As the components of a company’s value change, the role of finance must adapt to what it reports and how it manages tangible and intangible assets. That shift was underscored with the release of new global sustainability standards by the...

  
• 06.22.2023

  CPAs and cannabis businesses – a 2023 update

  Advising legal cannabis-related businesses is a growing opportunity for CPAs. The landscape is ever-changing, on regulatory and other fronts. Andrew Hunzicker, CPA, the founder and CEO of Dope CFO Certified Advisors in Oregon, and Ron Seigneur, CPA/ABV, founder and partner...

  
• 06.15.2023

  Advice to CFOs: Be agile and adaptable in the face of rapid change

  Chris Ortega is an upbeat person, as anyone who’s seen him present at a conference knows. But he also understands that, economically, times are tough, and he has advice for finance professionals to manage through the uncertainty. Ortega...

  
• 06.08.2023

  The power skills needed to lead effectively — from the AICPA’s vice chair

  Carla McCall, CPA, CGMA, was a prominent speaker at AICPA & CIMA ENGAGE 2023 for good reason. On this episode of the Journal of Accountancy podcast, McCall, recently named AICPA vice chair, discusses her career path and interest in volunteering...

  
• 06.01.2023

  Summing up economic sentiment: Less revenue, more pessimism

  CPA decision-makers in business and industry weren’t optimistic at the end of last year, but their outlook grew a bit sunnier as 2023 began. Now, as 2023’s midpoint approaches, the outlook of finance executives is again taking on a...