Risk resolutions for 2025: Remember to put your No. 1 client first
Journal of Accountancy Podcast
Release Date: 01/16/2025
Tax legislation, audit oversight, and other AICPA advocacy focus areas
Journal of Accountancy Podcast
No matter who’s in charge, regulation, legislation, and education remain front and center when it comes to advocacy efforts in Washington, according to Mark Peterson, AICPA & CIMA executive vice president–Advocacy. Also important is understanding how to navigate a new administration’s priorities. In this episode of the Journal of Accountancy podcast, Peterson details some of the focus areas of the White House and Congress – tax legislation, an emphasis on government efficiency, and a change in regulatory approach. What you’ll learn from this episode: ...
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Tips for driving change and driving out drama
Journal of Accountancy Podcast
Alex Dorr speaks to audiences and organizations all over about and getting more productivity and engagement from employees and more overall value for companies. His session at Digital CPA in Denver in December 2024 focused on many of those same principles and was tailored to modern accounting firms. On the Journal of Accountancy podcast, Dorr, vice president at Reality-Based Leadership, explained more about how readiness for change can lead to a better work reality for employees and managers alike. What you’ll learn from this episode: · ...
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JofA-branded podcast: Critical conversations about business transition planning
Journal of Accountancy Podcast
In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.
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Financial tracing: Show me the money
Journal of Accountancy Podcast
David Zweighaft, CPA/CFF, is a co-author of this quarter’s Eye on Fraud report, focused on financial tracing. Zweighaft joined the Journal of Accountancy podcast to discuss details in the report and share stories from his more than 30 years of experience in the field of forensic accounting. The discussion delves into particulars of the quarterly report and mentions an , which was one topic mentioned in a . Resources n FVS Section n CFF credential n for the first quarter of 2025 n What you’ll learn from this episode: ...
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Explaining stablecoin risks and the need for reporting criteria
Journal of Accountancy Podcast
On March 5, the AICPA published a for reporting on the digital assets known as stablecoins. The criteria are designed to address “the need for consistency, transparency, and trust in the stablecoin environment.” Jay Schulman, CPA, is a principal at RSM, and he’s focused, in his job and his role on AICPA committees, on digital assets. In this episode of the Journal of Accountancy podcast, Schulman explains areas of focus for the AICPA’s Digital Assets Working Group and the group’s attestation subcommittee. That work includes the stablecoin criteria. Resources: n (practice...
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Breaking down the reasons for a decline in economic sentiment
Journal of Accountancy Podcast
For several reasons, including persistent inflation and concern about the effects of tariffs, CPA decision-makers in business and industry are this quarter about the U.S. and global economy and their own businesses. That’s according to the Economic Outlook Survey released on Thursday. On Friday, Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, joined the Journal of Accountancy podcast to analyze the survey’s latest results. In the , Witt said, the likelihood of less regulation was one reason for an increase in sentiment. But much...
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Leading change: The CFO agenda, International Women’s Day
Journal of Accountancy Podcast
The begins April 23 in La Quinta, Calif. The co-chairs of the conference planning committee joined the Journal of Accountancy podcast to discuss top-of-mind issues for finance leaders and to preview the agenda for the in-person event. Ted Delgado, CPA, CGMA, and Summer Redmon, CPA, finance executives themselves, shared what they learn from attending the conference each year and explained the ways that the pace of change has affected the CFO role. Also, Lisa Simpson, CPA, CGMA, AICPA & CIMA’s vice president–Firm Services, joined the show to discuss International...
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Want to be CEO of a CAS practice?
Journal of Accountancy Podcast
Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA , calling the experience “life-changing.” Chmura also found value in being part of a for the issue of the JofA. What...
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Defining the office in 2025: Shifting models of where work gets done
Journal of Accountancy Podcast
Jennifer Wilson, the CEO of ConvergenceCoaching LLC, co-presented a session at Digital CPA in Denver that addressed talent and leadership differences in remote and hybrid work environments. In this podcast episode, Wilson, who also served as the independent facilitator for the National Pipeline Advisory Group’s (NPAG’s) work in addressing the accounting talent shortage, discussed some of the differing points of view that managers and employees have about remote work. She also emphasized the importance of telling a better story about accounting — one of for rebuilding the pipeline. Also...
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AICPA & CIMA CEO about accounting: 'The opportunities are endless'
Journal of Accountancy Podcast
Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part conversation. In , published Thursday, Koziel discussed wanting to hear from members about their challenges and success stories. In part two, he talks about how accountants can work with artificial intelligence tools, why he initially was interested in pursuing work with the FBI, and the value he sees in a hybrid work environment for some firms. Koziel has invited members to send email to and "tell me how the Association can help...
info_outlineRisk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA’s Professional Liability Spotlight column and the guest on this week’s episode of the JofA podcast.
Ference shares several risk management maxims that have resonated with her – ones that are the focus of the January column, Risk Management Mantras to Add to Your Daily Practice.
In addition, Ference details the topics in some previous Professional Liabillity Spotlights:
n October: 10 Tips to Help Avoid Wire Fraud Scams.
n November: Missed Due Dates: Diligence and The Lurking Danger.
n December: How to Not Lose Sleep Over NOCLAR.
What you’ll learn from this episode:
· Some of the risk management mantras that stand out to Ference.
· The difference between being friendly and objective with clients.
· The answer CPAs should give to the question “Who’s your most important client?”
· Why Ference says that being a natural helper can get in the way of a firm’s best interests.
· Explanation of the mantras “trust your gut” and “take the high road.”
· Highlights of other recent JofA Professional Liability Spotlight columns.