Strategy & Leadership when the Pace of Change is Exponential
Release Date: 12/13/2023
Private Equity in Accounting: Insights with Allan Koltin on Transformative Investment Trends
Digital CPA by CPA.com
In this episode of the Digital CPA Podcast, hosts Kacee Johnson and Kalil Merhib sit down with Allan Koltin, CEO of Koltin Consulting Group and one of the accounting profession’s most influential voices. Together, they explore the growing impact of private equity in accounting firms, from operational changes and cultural shifts to regulatory considerations and long-term implications for the industry. Allan also shares his expertise on mergers and acquisitions, providing insights into current trends, challenges, and strategies for firms of all sizes to thrive in an era of rapid...
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Transforming CPA Firms: Insights from Lisa Simpson on Business Model Transformation
Digital CPA by CPA.com
Podcast Description: In this episode, we’re joined by Lisa Simpson, VP of Firm Services at the AICPA, to explore the critical topic of business model transformation for CPA firms. Lisa shares insights on what business model transformation means, why it’s becoming essential, and the driving forces behind this shift. We’ll discuss the challenges firms face, the opportunities transformation presents, and practical advice for getting started. Lisa also sheds light on future trends shaping the industry and the role of leadership in fostering successful change. Don’t miss this conversation...
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AI & Auditing: Unlocking Efficiency and Trust in the CPA Profession
Digital CPA by CPA.com
In this episode of the *Digital CPA Podcast*, host Kalil Merhib, EVP of Growth & Professional Services at CPA.com, is joined by two industry leaders to dive into the transformative role of AI in auditing and the CPA profession. Our guests are Kevin Merlini, co-founder and CEO of Materia AI, and Jen Burns, Chief Auditor at the AICPA. We’ll explore how AI is reshaping the landscape of audit and financial reporting. Kevin shares his insights on using AI to unlock internal knowledge, reduce complexity, and drive efficiency in firms, while Jen provides an AICPA perspective on maintaining...
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Executive Roundtable Reflections: Insights with Dan Hood
Digital CPA by CPA.com
Welcome to the *Digital CPA Podcast*, where we explore how technology is transforming the accounting profession. We're joined today with Dan Hood, Editor-in-Chief of *Accounting Today*, as we dive into insights from the recent AICPA and CPA.com Executive Roundtable in New York City. This year’s roundtable focused on emerging trends impacting the profession, with topics ranging from responsible AI and its ethical implications to the growing influence of private equity in accounting firms. Dan and I discuss how AI is reshaping both traditional tasks and strategic advisory roles,...
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The Value of Time With Lisa Griffith
Digital CPA by CPA.com
In this episode of the Digital CPA Podcast, hosts Kacee Johnson and Kalil Merhib sit down with Lisa Griffith, Head of Partnerships + Strategy for Accounting at Laurel, an AI Time Automation company. Together, they explore the evolving concept of time tracking in public accounting and how it's shifting from traditional billing methods to more productivity-focused, value-based approaches. Lisa shares her insights on the challenges firms face as they pivot away from billing by the hour, the role of AI in transforming time management, and the exciting trends in accounting technology for the...
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Building Digital Readiness: Insights from Chad Osgood
Digital CPA by CPA.com
In this episode of the Digital CPA podcast, Kacee Johnson and Kalil Merhib sit down with Chad Osgood, co-founder of Digilence, to explore the cutting-edge world of digital transformation. As a leading expert in digital evolution for CPA firms, Chad will guide us through the essentials of successfully navigating a digital overhaul. We’ll uncover what it truly means to be a “digital firm,” identify common gaps in current technology ecosystems, and reveal how immediate digital upgrades can drive substantial benefits for your practice. Chad brings a wealth of experience, offering practical...
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Generational Gaps and Remote Leadership with Jen Wilson
Digital CPA by CPA.com
Welcome to the Digital CPA podcast, in this episode we are joined by Jen Wilson, co-founder of Convergence Coaching and a long-standing member of the DCPA community. Jen brings her extensive experience in leadership strategies and talent development to discuss key challenges in today's work environment, focusing on managing generational gaps and the hybrid aspect of work. Jen provides insights into the characteristics of different generational cohorts in the workplace, strategies for bridging technological proficiency gaps, and managing varying career expectations. The conversation also covers...
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Beyond the Point & Click: Mastering Tech Upskilling and Vertical Specialization in Accounting
Digital CPA by CPA.com
Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping accounting practices and discuss strategies for upskilling and staying relevant in today's tech-driven world. Whether you're a seasoned CPA or a tech enthusiast, this episode offers valuable insights and practical tips for embracing technology and driving innovation in the world of accounting. In this episode, Elinor Litwack, a Partner at GRF CPAs, dives into the fascinating realm of technology upskilling. A seasoned professional in tech and...
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Becoming your clients' trusted tech advisor with Jim French
Digital CPA by CPA.com
Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the technological trends shaping the future of CPA firms. In this episode, we explore how the convergence of technology, data, and system integrations is transforming business needs and expectations. Business leaders are increasingly seeking: Frequent access to data Enhanced connectivity between systems for increased automation and reduced delays Comprehensive business insights by merging financial and operational data Despite the potential of...
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Advisory Reimagined with Dave Hartley: Talent, Technology, and Transformation
Digital CPA by CPA.com
Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a leading Advisory expert from the Top 100 firm Anders CPAs + Advisors. In this engaging episode, Kalil and Dave dive deep into the dynamic world of advisory services and discuss key strategies and innovations shaping this rapidly growing practice area for CPA firms. Key topics covered in this episode include: The accelerating growth of firm advisory services and its impact on the accounting profession Effective change management strategies for...
info_outlinePascal Finette is a heretic, a futurist, a visionary, an author, a disruptor and also co-founder and CEO of be radical. While not an accountant himself he is well known in the profession for helping firms discover today what matters tomorrow and transform for a future that is already unfolding before us. Join Kalil, Kacee and Pascal discussing what it means to be a leader during times of exponential change and disruption.
· Determining the edge and core of your business and how much risk is necessary to survive and grow in an environment that is continually being disrupted
· What is the right mix of edge and core in your business
· Why it is important to get comfortable with uncertainty and identify the windows of opportunity they create
· Identify your north star and be intentional about where you want to go but be adaptable enough to shift in different directions on your way there
· The importance of designing systems to allow your firm to operate in an environment of exponential change and disruption
· How the product and service lifecycle has changed and the considerations you need to make for new and existing offerings
· The new leaderships traits and skills required in an environment of increasing pace of change and disruption
· The importance of shifting to a customer focused mindset vs a product and service focus to business survival
· Several technology trends Pascal expects to see in 2024 including new ways GenAI will be used
Ø CPA.com’s Generative AI toolkit for the accounting and finance profession is available now at no cost Generative AI | CPA.com
A little bit about Pascal Finette
Pascal is the co-founder of be radical, EY’s wavespace Advisory Board Chair, and Jury Chair for Science and Innovation Management at Falling Walls Foundation. Previously he held leadership positions at Google.org, Mozilla, and eBay, built technology startups, and launched a Venture Capital firm. He is the posse leader at TheHeretic.org, and the cofounder of the Women’s Impact Alliance.
He is also the author of: Disrupt Disruption - The Book | be radical. (rdcl.is)