The Current CPA

Are your AI tools putting sensitive business and client data at risk? This episode explores the cybersecurity threats, data privacy concerns, and security challenges associated with using AI in the workplace. Discover how CPAs and finance professionals can protect confidential information, recognize potential risks, and adopt safer AI practices while maintaining security and compliance.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-hidden-risks-of-ai-tools

What can the FTX scandal teach CPAs about professional skepticism and ethical responsibility? This episode explores the financial misconduct, ethical failures, and lack of oversight behind FTX’s collapse. Discover what CPAs and finance professionals can learn about recognizing financial red flags, exercising sound professional judgment, and safeguarding other people's money.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-ftx-scandal

Why do major companies relocate, and is it really all about taxes? This episode explores the financial and strategic factors behind corporate relocation, using Tesla’s move from California to Texas as a case study. From tax incentives and labor costs to operational expenses and long-term business decisions, discover what CPAs and finance professionals can learn about the true costs, potential savings, and financial trade-offs of moving a business.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/why-companies-move

Netflix has repeatedly transformed its business to stay competitive in a rapidly changing entertainment industry. This episode explores the financial strategies and major decisions behind its evolution from DVD rentals to streaming and original content, including the challenges of its 2022 subscriber crisis. Through Netflix's business transformation, the discussion highlights how CPAs and finance professionals can evaluate financial risks, investment decisions, and the role of strategic planning in long-term business growth.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/what-cpas-can-learn-from-netflix-business-reinvention

As businesses invest heavily in artificial intelligence, questions remain about its true costs and financial returns. This episode explores the economics of AI, examining investment decisions, implementation costs, and the challenges of measuring ROI. Through real-world examples, including JPMorgan Chase, the discussion highlights how finance professionals can evaluate AI spending and its impact on business performance.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-economics-of-ai

Southwest Airlines built decades of success on its low-cost business model, but its 2022 holiday travel crisis exposed serious operational weaknesses. This episode examines the airline’s business strategy, the financial and operational consequences of nearly 17,000 flight cancellations, and the lessons organizations can learn about cost management, risk management, and adapting to changing business conditions.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-rise-fall-and-reinvention-of-southwest-airlines

AI is changing the way accountants work, but what does it mean for the future of the profession? In this episode, we explore the growing role of artificial intelligence in accounting and finance. From Microsoft Copilot to everyday workplace automation, the discussion covers how AI is reshaping professional responsibilities and why human judgment remains essential as technology continues to evolve.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-ai-powered-accountant-work-smarter-not-harder

As remote work becomes the norm, state and local tax (SALT) compliance has become more complex than ever.

In this episode, we explore how employees working across state lines can trigger unexpected tax obligations for both businesses and individuals. From nexus and payroll withholding to multistate filing requirements and evolving tax rules, we break down the key SALT considerations every CPA and finance professional should understand.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/understanding-salt-risks-in-a-remote-work-environment

What happens when AI-generated work looks credible but relies on sources that do not exist? This episode examines the Deloitte AI citation scandal and the broader risks it raises for CPAs and professional services firms.

Explore why polished AI output should never be mistaken for accurate work, how fabricated citations can slip through review processes, and why professional responsibility does not come with an AI exception. The discussion also covers source verification, professional skepticism, quality control, staff training, and practical AI governance—helping CPAs understand the critical difference between using AI as an assistant and relying on it without sufficient review.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/the-deloitte-ai-citation-scandal-what-it-means-for-cpas

Blockchain is known for powering cryptocurrency, but its business value can go much further. In this episode, we explore how Walmart used blockchain to improve food traceability and what CPAs can learn from the project. The discussion covers business value, implementation risks, internal controls, data integrity, and how to determine whether emerging technology solves a real problem.

Earn CPE by completing the tracked course in our app or website, including checkpoints and the assessment. Listening in a podcast player does not record course completion.

https://wisdify.com/courses/blockchain-beyond-bitcoin-what-cpas-can-learn-from-walmart