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Make Yourself Irreplaceable. Becoming Invaluable with Georgette Rowland of MoneyGym.

Go Beyond Disruption

Release Date: 07/24/2019

September Reset: Reconnecting In a Crisis show art September Reset: Reconnecting In a Crisis

Go Beyond Disruption

" This is a great time to make a list of top-of-mind PEOPLE who you haven't spoken to in a while." (126). Returning guest is a leadership trainer, speaker and author who works with corporate women, primarily in the legal, accounting, technology, and professional services fields. Speaking from Denver, USA, she tells the AICPA's Scott Kellam why it's so important to 'reset' the way we work. They discuss ways to rekindle work productivity and suggest how to stay in touch - and in sync - with colleagues. RESOURCES. Find out more about Julie at Julie will be speaking at a event this November...

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Go Beyond Disruption

"There are lessons that we ALL can learn from this fairy tale". (125). (CPA, CGMA, CMA, MBA) is a finance professional, author, and an international leadership and management trainer who brings a unique perspective to our conversation. We discuss what the keys to leadership are, and how we can find them by using the story of  The Wizard of Oz. RESOURCES. Find out more about Lynn Fountain on her website at .  Read her blog post "" Rediscover the story of Get free pandemic-related guidance from our coronavirus online resource centres for the global and communities. SHARE WITH...

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Go Beyond Disruption

"Getting newer and younger existing staff...ENGAGED ...is never more important than it is today." (124). CPA.com's Steve Menges returns to conclude our two-part exploration of how CPA practices can virtualise their operations.  He shares practical examples to help others choose their own paths to business-virtualisation. OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernising Your Practice" initiative. Connect...

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Go Beyond Disruption

"We're seeing more stories now where information is being compromised - when it should NOT be - in this new work from home environment." (123). In the third episode of our monthly Cybersecurity Advisory series, host , CPA, CITP, CGMA is joined by  of Rubin Brown LLP and of Wipfli LLP.  In an ever-changing data environment, they explore the shift in focus for Boards of Directors (BoDs) to business continuity, security and risk management.  Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own...

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RPA. My name Is Alan and I'll be your bot for today. show art RPA. My name Is Alan and I'll be your bot for today.

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"A lot of fast-growing large tech companies want to ELEVATE their accounting teams...through automation." (122). We talk bots and RPA with Gappify, an accounting-automation startup based in San Francisco. Kyle Hannan (, London) is joined from New York by Gappify CEO and founder and Sales VP .  RESOURCES. Find out more about Watch this about the use of robotic process automation in auditing.  Read about the impact of bots in these articles from and There's pandemic-related guidance on the AICPA coronavirus resource centre at nd also the CIMA coronavirus resource centre at ...

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Go Beyond Disruption

"In 2020, change in key areas is NO longer optional." (121). The first in a two-part exploration of how CPA practices can virtualise their operations. CPA.com's Steve Menges outlines the steps that firms can take right now to holistically digitise services, drive efficient high-quality work, and bring even more value to clients.  OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernizing Your Practice" initiative....

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"Be very clear about the PURPOSE of a finance function in a business and how can you be increasingly purposeful in your role" (120). Rebecca McCaffry, author of a new research report ‘Finance Transformation, the Human Perspective’, introduces highlights from the report’s launch in Dublin earlier this year. At the event, a panel of industry experts shared their perspectives on the skills needed by finance teams, and how to develop them. THE PANEL KPMG partner , whose expertise includes finance function optimisation. , head of capability development for finance at BP , CEO of Pragma...

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Go Beyond Disruption

"It's a situation that's been exponentially exposing us... at THIS time." (119). In the second of our new monthly Cybersecurity Advisory series, host of EisnerAmper LLP is joined by of RSM, and of Rubin Brown LLP. They discuss data security and resilience, risk, and regulatory compliance in a changing data environment. These monthly advisories explore key technology challenges as businesses consider how to implement a seamless environment that supports work from home or in the office. RESOURCES. Find technology and cybersecurity resources at Discover more cybersecurity resources...

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Go Beyond Disruption

"Really good CFOs are able to COMMUNICATE, with people who are not financial experts" (118). What does it take to be a CFO? How do you get that type of role? What does it mean to work at Board level? And how do you make the right kind of impact once you get there? Chicago-based Eileen Kamerick is a Board member of several listed companies as well as a trusted confidante to CEOs and Directors in Advisory and CFO roles. She shares some exclusive insights into her forthcoming at ENGAGE 2020.   OUR GUEST Eileen Kamerick is a Fellow of the US National Association of Corporate Directors...

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"The past 100 days haven't been a blip. They've been an ACCELLERATOR" (117). To understand adaptive leadership, it's best to hear from the leaders themselves and the people that know them best. Our guests are C-Suite coach Gretchen Pisano, CEO of pLink Leadership, and Clar Rosso, EVP for Learning and Development (AICPA & CIMA). This podcast is a special audio version of this June's ENGAGE 2020 kick-off video webinar.   OUR GUESTS (MA) is based in North Carolina and is the Executive Vice-President of Engagement & Learning Innovation at AICPA & CIMA.  Gretchen...

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"Imagine being THAT type of accountant or bookkeeper. How often do you think they would be trying to replace you?...because the relationship is so solid!"

GBD68. Director of the Financial Gym, author and speaker Georgette Rowland Osborne, is a former financial sector IT outsourcing contract-manager who specialised in working with leading UK financial institutions. Now author of the book “Firmer Figures, Fess Up or Mess Up”, she reveals how today's finance professionals can develop the skills of 'client-whispering' and digital 'bridge-building' to deepen their relationships with their clients. The result: they become irreplaceable even as everything around them is becoming just another commodity.

 

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.

* You can't add value and become a better partner to your clients until you understand them and their REAL business situation.

* What do you need to know when advising non-digital clients to leave pen and paper behind? (Do they even HAVE a scanner?).

* What does this mean in practice? Where does the typical small business start on their journey to the cloud?

* The importance and techniques of 'discovery' conversations.

 

OUR GUEST.

Author, speaker and financial independence-advocate Georgette Rowland Osborne entered the cut-throat world of IT and Finance in London when it was not the easiest place for females, let alone one from an ethnic minority. She became manager of a bespoke IT outsourcing company in the City and specialised in dealing with banks. Her clients included the Bank of England, Merrill Lynch, NM Rothschild, NatWest Bank, Ministry of Defence and the Inland Revenue.  Connect with her on LinkedIn.

 

LINKS

* Discover our 3-part "Human Intelligence" Learning Programme

* See our CGMA Store for more on this topic.

* Visit our guest's website at Financial Gym For Business

 

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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Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store.

Connect#GoBeyondDisruption  @AICPANews @CIMA_News

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