Rise and Stride

Having a firm grasp on your finances and knowing where your money is coming from—and where it’s going—can be challenging and sometimes scary. In this episode of Rise and Stride, Larry Pon, CPA and chair of the CalCPA Financial Literacy Committee, outlines some strategies to help build a solid financial foundation.

Resources:

CalCPA Financial Literacy https://www.calcpa.org/public-resources/financial-literacy

Guidestar  https://www.guidestar.org

There are a lot of characteristics that go into being a good leader that go beyond knowledge and expertise, including things like empathy, taking the questions and giving before you get. Listen as Michelle Russo, chief communications officer for the U.S. Chamber of Commerce, discusses strategies organizations can take to keep their workforce informed and engaged. 

From blockchain to cryptocurrency, the digital economy is here to stay. Listen as Gabriella Kusz, CEO of the Global Digital Asset and Cryptocurrency Association, discusses what this means for the financial sector—and how CPAs can best prepare. 

Resources discussed: Bitcoin: A Peer-to-Peer Electronic Cash System (Satoshi Nakamoto) 

Management and Disclosure of Climate-Related Financial Impacts for State-Owned Enterprises: Toolkit for Shareholders and Regulators (World Bank) 

Climate-Related Financial Disclosures: Thematic Module in the Integrated State-Owned Enterprises Framework (World Bank)

From data science to blockchain to robotic process automation, the accounting profession is taking on a different look. In this episode, Mike Wetklow, Deputy CFO and Division Director for Financial Management at the National Science Foundation, https://www.nsf.gov, talks about the importance of lifelong learning, how CPAs fit into the data picture and the importance of including accounting among STEM fields.

From manufacturers needing parts to individuals looking to stock their pantries, everyone has experienced supply chain issues. So what’s changing to make sure disruptions are kept at a minimum and where do CPAs fit into the strategy? Listen as Tom Derry, CEO of the Institute of Supply Management (https://www.ismworld.org) explains.

AI, Big Data, XBRL … the profession is moving fast. If you don't stop and look around once in a while, you could miss it. Mike Willis of the U.S. SEC discusses changes occurring—and coming—to the profession, and how curiosity can help you succeed.

It’s easy to get caught up in the here and now when it comes to investing, but CalPERS Managing Director James Andrus stresses it’s a long game you want to play—whether as an institution or an individual.

One thing is always constant when it comes to California’s business environment—change. CalChamber CEO Jennifer Barrera discusses what’s top of mind for business, as well as what issues business should be on the watch for.

CalCPA member, attorney and award winner Shannon Nash, CPA—CFO of the on-demand, drone delivery service Wing—shares her experience on bringing Google’s Alphabet technology from the skies to your doorstep; what she’s learned from her relationship with the multi-talented Debbie Allen; insights and work on diversity, equity and inclusion; the story of her work as a documentary filmmaker. 

Michael Savoy, CalCPA member and president of the California Board of Accountancy, shares his thoughts on licensure pathways to the evolving CPA profession to how he remains a San Francisco Giants fan living in LA.