loader from loading.io

Okorie Ramsey, Chair of AICPA talks about Tech, Leadership, Culture, DEI & the Next Gen of Accountants

Digital CPA by CPA.com

Release Date: 12/03/2023

Becoming your clients' trusted tech advisor with Jim French show art 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...

info_outline
Advisory Reimagined with Dave Hartley: Talent, Technology, and Transformation show art 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_outline
Navigating the Shifting Economic Landscape for CPAs: Insights from Gene Marks show art Navigating the Shifting Economic Landscape for CPAs: Insights from Gene Marks

Digital CPA by CPA.com

In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients. Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way. We'll also delve into the key economic shifts affecting CPAs today, equipping them with the knowledge to better advise their clients in this fast-changing environment. From...

info_outline
Calculating Change: Aaron Harris on AI's Impact in Finance show art Calculating Change: Aaron Harris on AI's Impact in Finance

Digital CPA by CPA.com

Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP Growth & Professional Services. In this episode, we dive deep into the world of accounting technology with our special guest, Aaron Harris, Chief Technology Officer of Sage. Aaron shares insights from the recent Sage Transform conference, discussing the latest AI enhancements and releases that will shape the future of accounting tech. We explore how AI has transformed the landscape, emerging trends, and practical steps for professionals to prepare for...

info_outline
Bitcoin Surge and the SEC Watershed ETF Approval show art Bitcoin Surge and the SEC Watershed ETF Approval

Digital CPA by CPA.com

Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out of the crypto winter? Delve into the implications of these monumental shifts for markets, investors, and practitioners alike. From corporate trends to recent use cases and the pulse of...

info_outline
The Inspiring Intersection of Technology & Accounting show art The Inspiring Intersection of Technology & Accounting

Digital CPA by CPA.com

Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence.  In a world where the landscape of finance is rapidly evolving, Kimberly stands as a beacon of ingenuity, reshaping the accounting & finance profession through the lens of advanced technological solutions. With a unique blend of proficiency in both finance and technology, she has not only mastered the intricacies of numbers but has also harnessed the power of...

info_outline
Call to Greatness Framework: Avoiding Burnout and Driving Productivity show art Call to Greatness Framework: Avoiding Burnout and Driving Productivity

Digital CPA by CPA.com

Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore quick energy-shifting techniques that help you avoid burnout during high productivity times.  Call to Greatness Framework: When someone is struggling, upset, complaining or experiencing an unpreferred reality: 1. Validate the experience or feeling they are having. (I see that you are frustrated about XYZ, I get frustrated when things like that happen) 2. Invite them to question or reconsider the sense they are making of that experience by: ...

info_outline
How Innovative Cultures Impact Talent Retention show art How Innovative Cultures Impact Talent Retention

Digital CPA by CPA.com

John Pace, who is the Partner in charge of Outsourced Accounting and Advisory Services at GRF CPA’s and Advisors, was 2022’s winner of CPA.com’s Innovative Practitioner Award.  The Innovative Practitioner Award recognizes individuals who are driving the accounting profession forward through innovative thought leadership, processes, services and technology implementation. Today John is here to discuss the topic of….INNOVATION…in the accounting profession, within teams and inside of his own company.   Join the conversation to learn:  How innovation is...

info_outline
The Evolution of Advisory Services to CAS 2.0™ and Kim Blascoe from CPA to Firm Mentor and Coach show art The Evolution of Advisory Services to CAS 2.0™ and Kim Blascoe from CPA to Firm Mentor and Coach

Digital CPA by CPA.com

During this early morning conversation over coffee, Kim and Kalil start with a light hearted chat about Kim’s evolution from public accounting in both small and large firms to eventually becoming a Client Advisory Services (CAS) practice mentor and coach. It soon becomes clear from their conversation that Kim’s extensive experience in CAS, and personal evolution over the decades, actually closely mirrors the evolution of CAS practices and the profession itself. Some could say Kim is the face of the CAS profession. Grounded in wisdom and deep experience Kim provides us with a unique peak...

info_outline
Strategy & Leadership when the Pace of Change is Exponential show art Strategy & Leadership when the Pace of Change is Exponential

Digital CPA by CPA.com

Pascal 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...

info_outline
 
More Episodes

CPA.com is delighted to have Okorie Ramsey, Chair of the AICPA join Kalil and Kacee to discuss the big picture of what is happening in the accounting profession today and in the future. Get a unique insight into the perspectives and what drives Okorie Ramsey as he discusses:

 

·       What should we be thinking about as the impact of tech continues to accelerate and our agility becomes more important than ever

·       The importance of upskilling and reskilling for the next era of the accounting profession – skills we need now and will need soon

·       What the next generation is looking for from their employers and workplace and the cultural shifts that are reshaping public accounting

·       In the digital intelligence age, how do we build innovation and transformation into the fabric of our culture

·       Maintaining innovation momentum and viewing it as a journey and not a box to check

·       Why firms need a Chief Innovation Officer – someone in charge of innovation and what’s next

·       The importance of the art of story telling to break down and explain complex and nuanced concepts

·       Ways we can make the profession more intentionally accessible to a wider variety of people of make DEIB a differentiator

 

Let us know what you think about this and future podcasts by writing to [email protected]

A little bit about Okorie Ramsey, CPA, CGMA, PMP, NACD.DC

Okorie L. Ramsey, CPA, CGMA, PMP, NADC.CD, is the Chair of the American Institute of CPAs (AICPA) and Chair of the Association of International Certified Professional Accountants (Association).

Throughout his career, Ramsey has served in several AICPA volunteer roles: the AICPA Board of Directors, the Association Board of Directors, the AICPA and Association Audit and Finance Committee Chair, the AICPA Investments Committee and AICPA Council.

In his current role at Kaiser Permanente, he oversees SOX and Model Audit Rule compliance, which includes strategy, testing and evaluating internal controls and assessing business risk to help ensure effective internal controls over financial reporting for the integrated health care enterprise.

Prior to this role, Ramsey served in various roles throughout his 14 years with Kaiser Permanente. Most recently, as Vice President, Finance Compliance Officer, he was responsible for establishing a finance compliance program to support compliance with regulatory and enforcement agencies as well as leading compliance investigations and co-developing remediation activities to address issues identified. He has also served as Interim Vice President of Tax and Interim Vice President of Operational Risk Management while also executing core Finance Compliance responsibilities.

He is a Lifetime member of the National Association of Black Accountants (NABA) and won NABA’s Inaugural Core Values award in 2022. He also previously held roles as Past President of the California Society of CPAs Education Foundation Board of Trustees and Past Chairman of the Accounting Career Awareness Program, San Francisco Bay Area and is also a former adjunct professor for San Francisco State University’s Master of Business Administration program.

Ramsey has a Bachelor of Science degree in Business Administration with a concentration in Accounting from San Francisco State University, and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School.