Blockchain for Insurance. Crypto-Assets with Dr. Sean Stein Smith of the Wall Street Blockchain Alliance
FLP, the Finance Leadership Podcast
Release Date: 09/11/2019
FLP 211. Operational Case Study (OCS) May Exam Deep Dive
FLP, the Finance Leadership Podcast
Host Kevin Gormley is joined once again by Alex Whelan from Kaplan to help candidates prepare for the May Operational Case Study (OCS) exam. Whether you’re early in your preparation or refining your technique, Kevin and Alex provide practical insights to help you focus on what matters most: applying your knowledge to the case with confidence. Good luck to all candidates! Building on the popularity of their February episode, Kevin and Alex focus on the May case study scenario featuring SOPA, a family‑owned restaurant business operating in a competitive market. The discussion provides...
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FLP 210. How Students Are Succeeding in the Operational Case Study (OCS)
FLP, the Finance Leadership Podcast
Kevin Gormley speaks with three standout students from India who are currently pursuing their undergraduate degrees alongside the CGMA Finance Leadership Program (FLP). Each has successfully passed the Operational Case Study (OCS), and in some cases achieved top All‑India ranks. Each shares their unique experiences balancing university studies with FLP, insights from their OCS preparation, the challenges they encountered, and the strategies that led them to exam success. GUESTS Nandini Maheshwari. Bachelor of Commerce student, Symbiosis College of Arts & Commerce, Passed both...
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FLP 209. Preparing for Exam Resits. Support, Resources & Proficiency Guidance
FLP, the Finance Leadership Podcast
Kevin is joined by Nasheen Wuisman from the CIMA Study Support & Progression Team to discuss the challenges of exam resits and the wealth of support resources available for students, especially those preparing for the upcoming February exam window. Nasheen explains the emotional and practical difficulties students face when re‑sitting a Case Study exam, and highlights key support tools such as the Revitalise Resit Guide, the Resit Program, the Proficiency Guide, coaching services, and community learning spaces. She also describes how these resources help candidates understand examiner...
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FLP 208. OCS 2026 Focus — Insights on the Sumtrix Case
FLP, the Finance Leadership Podcast
Host Kevin Gormley talks to special guest Alex Whelan, a CIMA‑qualified tutor with extensive industry experience, who provides deep insights into the Sumtrix pre‑seen case for February OCS resit candidates. Alex breaks down Sumtrix’s business model, financial structure, sustainability themes, costing methods, budgeting issues, and potential exam‑relevant risks. The conversation also includes a full walkthrough of all six CIMA Core Activities (A–F) and expert exam‑technique guidance, including planning, subheadings, KPIs, and referencing attachments. Kevin also introduces the...
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FLP 207. Modern Learning
FLP, the Finance Leadership Podcast
Guest Richard Stanfield from Kaplan joins us to outline some key aspects of modern learning. He sits down with show host Kevin Gormley to discuss: learning via FLP using AI during the pursuit of CGMA preparing for Case Study exams common study mistakes. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at or CONNECT Get in touch with show host Kevin Gormley via Thanks for listening. It takes just a couple of minutes to . You can...
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FLP 206. Students tell us their experiences of using FLP
FLP, the Finance Leadership Podcast
Guests Matthew Payze and Stewardt Cornelissen join us from South Africa. Together we discuss their experiences in studying for CGMA, and share their advice and views on studying for the qualification via the FLP pathway. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at or CONNECT If you're on LinkedIn, feel free to connect with show host Connect with Matthew at or find out more about Collivery at Connect with...
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FLP 205. Navigating the UK Accountancy job market
FLP, the Finance Leadership Podcast
Our guest is Jason Nye, CIMA's Senior Manager in Operations for the UK. Together we take a look at the UK market for Finance & Accounting and provide useful insights for anyone considering this sector as a career. Jason talks about his background, the market for jobs in the UK, what careers are open to CIMA students, where people can find roles, and how to start studying CIMA. We also discuss what types of companies have CIMA opportunities and how are they structured. Finally we share some employability tips. Find out more on the UK market at and ...
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FLP 204. The value of Finance Business Partnering
FLP, the Finance Leadership Podcast
Andi Lonnen, founder and CEO of FBP Academy, joins us to discuss Finance business partnering: what it is, why it's important, and how to build the mindset of a Finance Business Partner. Alongside many insights in this conversation with podcast host Kevin Gormley (AICPA & CIMA, UK), Andi highlights that Finance Business Partners (FBPs) are not just traditional accountants who "add up" numbers, but professionals who "add value". ABOUT US. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’...
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FLP 203. Preparing for this November's 2024 SCS Case Study exam
FLP, the Finance Leadership Podcast
Kevin Gormley welcomes Hugh Martin from Procountancy back to the podcast to hear his views on preparing for this month's Strategic Case Study exam. Returning podcast guest Hugh is a CGMA and has lots of experience with the SCS. Connect with him on LinkedIn ABOUT US. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about the FLP at / Get in touch with show host Kevin Gormley via Your feedback and comments welcomed at This is a podcast from ,...
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FLP 202. First Intuition and CGMA FLP
FLP, the Finance Leadership Podcast
Kevin Gormley is joined by John Bannon, Director at First Intuition who are a Training Partner of AICPA & CIMA. John outlines the First Intuition FLP offer and also gives his thoughts on the upcoming Strategic Case Study (SCS) exam. As a tutor himself, he has lots of experience in teaching for the SCS and students who are preparing for this exam may find his insights useful. CONNECT If you're on LinkedIn, feel free to connect with show host . Connect with John Bannon at First Intuition Find out more about First Intuition's FLP offer at The CGMA Finance Leadership...
info_outline"This application in the insurance field is ABSOLUTELY going to have an impact on ...individuals and firms working in accounting and finance."
GBD75 Dr. Stein Smith is a returning guest on this podcast. He's authored several blockchain courses for the AICPA and gives us the inside track on what Blockchain means – and the opportunities it offers – to those working in or alongside the insurance industry.
GIVE FEEDBACK.
How did you discover our podcast, where do you listen, and what would you like to hear more of? Finance pro or not, we'd love to know what you think. Email us here.
TALKING POINTS
* New understandings of what blockchain has to do with insurance.
* Hear how the insurance industry is using it.
* Get a sense of what this means for the rest of us.
* Talk through how insured companies make sure their registers of assets are digital so they're ready to be insured in a whole new way.
* Discuss how crypto-assets fit into this picture.
OUR GUEST.
Dr. Sean Stein Smith is an Assistant Professor at Lehman College at City University of New York (CUNY). He served as a technical editor/presenter for AICPA & CIMA's RPA courses as well as the Blockchain certificate program. Additionally he's currently serving as the chair of the Accounting Working Group of the Wall Street Blockchain Alliance. Connect with him on LinkedIn here.
FURTHER RESOURCES ON BLOCKCHAIN.
* The AICPA offers a comprehensive "Blockchain Fundamentals for Accounting and Finance Professionals Certificate" course (fees apply).
* Get this free-to-read primer on the CGMA Store website which answers the question "How will blockchain change accounting?"
MORE ABOUT OUR PODCAST.
The Voices. 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, the insights will always be consistently useful.
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