“Using data-analytics to drive today’s businesses and train tomorrow’s accountants” with Rich Fox of Apex Parks Group (San Diego, USA)
FLP, the Finance Leadership Podcast
Release Date: 06/26/2019
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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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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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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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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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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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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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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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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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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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"Things are being constantly created...so it's very exciting to be not only in the finance area but in the data area."
GBD64. Rich Fox is Vice-President of Data Science and Analytics for Apex Parks Group, one of the USA's largest amusement park operators. Kyle Hannan (AICPA & CIMA, London, UK) talks to this 20-year analytics industry veteran and experienced thought leader, discussing how finance professionals can combine data, information, insights, action & results to improve businesses. Rich also shares some inside perspectives on how academia is working to train tomorrow's accountants in these new skills today.
WE DISCUSS:
* What is data analytics?
* What does it mean to be “data-driven”?
* When did data analytics become a ‘thing’?
* Get started with the 5 step process: Data. Information. Insights. Action & Results.
* Does data-analysis offer an opportunity to EVERY business, or are there some that have more to gain than others?
* Where should a business begin? What are some practical steps a business-leader can take to turn new insights into effective action?
* How are academic institutions keeping pace with teaching these data-analytics skills to the CPAs and CMAs of tomorrow?
* Richard’s presentation at this August’s “Beta Alpha Sci” conference (the US educational accounting fraternity annual conference).
OUR GUEST
Richard Fox has held several leadership roles in analytics and finance including CFO and six years with PricewaterhouseCoopers. He is a frequent speaker at Analytics conferences and Universities, and in 2018, built the Executive Track for the AICPA's new Data Driven Leader program focusing on how analytics is changing the Office of Finance. He blends an analytical and data-driven strategy with a deep understanding of business and finance to drive business performance in a breadth of industries including e-commerce, restaurants, hotels, retail, distribution, manufacturing and real estate. Rich also teaches Analytics in a Master’s program at San Diego State University and has a Graduate Certificate in Predictive Analytics from Northwestern University. Connect with him on LinkedIn.
LINKS
* AICPA & CIMA resources and certificate courses on Data Analytics
* Ashok Noah is Vice President, Managing Director Learning, Education & Development, for the AICPA. See a preview list of his CFO -related presentations here.
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