FLP, the Finance Leadership Podcast
Every fortnight you'll get the latest information and news on FLP, the Finance Leadership Programme pathway to your CGMA qualification. We've built on the foundation of the Go Beyond Disruption show and launched as FLP, the FInance Leadership Podcast, in late 2022.
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FLP 190. A guide to preparing for the Strategic Case Study Exam
05/03/2023
FLP 190. A guide to preparing for the Strategic Case Study Exam
Stuart Pedley-Smith is head of Learning at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. As a teacher of the Strategic Case Study, his conversation with show host Kevin makes this episode an essential listen for any student about to sit this exam. TALKING POINTS the Strategic level and the preparation needed for the Strategic Case Study exam key areas to fully prepare a student for the end of level exam the most common exam pitfalls to watch out for, and how to overcome them. LINKS The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants (CIMA) Professional Qualification. Find out more about FLP at View the Skills Premium . Hear Stuart's ' podcast or check out his blog at Connect with show host Kevin Gormley via . Your feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows .
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FLP 189. Launch of the new Foundational Level
04/19/2023
FLP 189. Launch of the new Foundational Level
To mark introduction of the new Foundational Level entry point into the CGMA Finance Leadership Program (FLP), we're joined by Doug Bowman, Senior Manager of Learning Content Creation at AICPA & CIMA. We talk about the Foundational Level, how it's structured, what it is, and how it's positioned within the program. This new entry point is a preparatory level to introduce the key concepts of Business & Finance; it allows any candidate to start their journey to their CGMA Professional Qualification even though they may not yet have the relevant experience or qualifications. LINKS. 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 Network with our guest Connect with show host Kevin Gormley via . Your feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 188. Management Case Study (MCS) exam-preparation on Skills Premium
04/06/2023
FLP 188. Management Case Study (MCS) exam-preparation on Skills Premium
Iryna McDonald works as a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership programme (FLP). What's more, she also holds a CGMA Professional Qualification herself. Iryna talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level and the preparation needed for the Management Case Study Exam. Our guest also outlines what to expect from the Skills Premium classes that she tutors, and expands on how these classes fully prepare a student for the end of level exam. Iryna's insights make this episode of the podcast a 'must-listen' for any students at this level. RESOURCES See the Skills Premium class schedule . 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 Connect with show host Kevin Gormley via . You'll find podcast guest Iryna McDonald Your feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 187. Employer experience of the FLP at 3M
03/22/2023
FLP 187. Employer experience of the FLP at 3M
Kacper Cieslak works for 3M as a Record To Report (RTR) Manager within their Global Service Centre in Poland. He talks about their experience of rolling out the CGMA Finance Leadership Program, shares his personal journey towards the CGMA Professional Qualification, and provides insightful, practical advice for current and future students. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ (CIMA) Professional Qualification. Find out more about FLP at Connect with show host Kevin Gormley via His guest Kacper can also be found . Your feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 186. CGMA Skills Premium OCS exam preparation
03/09/2023
FLP 186. CGMA Skills Premium OCS exam preparation
We hear from Andrew Mower, Deputy Regional Faculty Manager and tutor at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. He talks about the Operational level and the preparation needed for the Operational Case Study Exam, - a must listen for any students at this level. DISCUSSION POINTS what to expect from the Skills Premium classes that he tutors how these fully prepare a student for the end of level exam RESOURCES The Skills Premium class schedule can be from the Kaplan website. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about FLP at Connect with show host Kevin Gormley via . Your feedback and comments are welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 185. CGMA and the FLP in the Sri Lanka Market
02/22/2023
FLP 185. CGMA and the FLP in the Sri Lanka Market
Zahara Ansary is a Senior Manager at AICPA & CIMA and works with the Association team in Sri Lanka. She shares her experience of rolling out the CGMA Financial Leadership Programme within the Sri Lankan market, and how Universities have embraced it. WE DISCUSS the Finance Leadership Programme (FLP), working with Universities, the Accounting market in Sri Lanka the transformative nature of FLP LINKS Find out more about FLP at Our guest Zahara Ansary is on 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 / Connect with show host Kevin Gormley via . Your feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 184: Finance Leadership Programme at Deloitte UK
02/03/2023
FLP 184: Finance Leadership Programme at Deloitte UK
Will De Salvo works at Deloitte MCS in the UK and manages the initiation of Professional qualifications within the team. He talks to us about the experiences of rolling out the CGMA Financial Leadership Programme. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about FLP at / On Linkedin? Connect with our guest , and show host Feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants
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FLP 183. Skills Premium FLP Learning with Kaplan
01/18/2023
FLP 183. Skills Premium FLP Learning with Kaplan
Katie Collins is a Tutor and CIMA curriculum manager at Kaplan. She joins Kevin Gormley to explore what the Skills Premium FLP product offers to CIMA students. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. LINKS Discover the CGMA Find out more at CONNECT Connect with show host Kevin Gormley via . Podcast guest Feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 182. A student experience of the FLP pathway to CGMA
12/16/2022
FLP 182. A student experience of the FLP pathway to CGMA
Shre Shekhar is a student of CIMA (pending PER submission for membership) based in Ireland. Shre talks to Kevin Gormley about the his experience of studying through the FLP route to CGMA. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. Find out more about FLP at Connect with the presenter Kevin Gormley via Linkedin at / Feedback and comments welcomed at This is a podcast from & , together as the Association of International Certified Professional Accountants.
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FLP 181. The Case Study Review course
12/07/2022
FLP 181. The Case Study Review course
Our guest Chris Roberts is Lead Manager for Learner Experience & Student Platform at AICPA & CIMA. Joining from North Carolina, USA, Chris talks to Kevin Gormley about the Case Study exams process and the Case Study review course within the FLP. RESOURCES See the Get information on Discover more about exams at PEOPLE Contact show host via Linkedin Connect with our guest Your feedback and comments are welcomed at This is a podcast from & , together as the Association of International Certified Professional Accountants.
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FLP 180. Management accounting: Thinking beyond numbers
11/25/2022
FLP 180. Management accounting: Thinking beyond numbers
Host Kevin Gormley is joined by fellow podcaster Kyle Hannan to introduce and discuss a selection of interview highlights with inspirational Management Accountants who share stories of their paths to success as high-profile finance leaders. These conversations, originally sourced from AICPA & CIMA webinars and interviews, explore the topics of opportunity, diversity, and technology in the context of leadership. Interviewees also touch on how being a CGMA designation holder was a foundational part of their career development in management accountancy. To hear some of these conversations in full, use the links in the Resources section below. The CGMA Finance Leadership Program (FLP) is the online pathway to the prestigious Chartered Global Management Accountant® designation RESOURCES Start Your Career in Management Accounting: The "Leadership Skills for Life" webinar is available at CONNECT Contact show host via Linkedin Feedback and comments welcomed at This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.
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FLP 179. Scheduling & Sitting exams
11/14/2022
FLP 179. Scheduling & Sitting exams
Our guest Amy Scott talks to Kevin Gormley about scheduling and sitting a Case Study exam. Amy is Senior Manager, Student Platform & Operations at the AICPA based in the USA. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. RESOURCES The 2023 Find a Exams FAQ on More information on (Video) What to do if you experience Apply for after an online exam has been cut off Link to CONNECT Our guest was Contact show host Kevin Gormley via Feedback and comments welcomed at This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.
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FLP 178. Insights from the Future of Finance
11/03/2022
FLP 178. Insights from the Future of Finance
Barry Payne is Director of External Relations, Management Accounting for AICPA & CIMA. He talks to host Kevin Gormley about the Future of finance insights. They discuss what they've discovered about finance transformation from leading global businesses during their recent series of 'Future of Finance' events. Barry outlines the concept of the 'T-Shaped Professional', the key skills increasingly in demand by employers, and how the CGMA Finance Leadership Programme enables professionals to acquire the competencies and skillsets needed for a career in Business & Finance. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. RESOURCES Join the "" LinkedIn group. Get further information about the CGMA Finance Leadership Program at or at . CONNECT was our guest is the podcast host Feedback and comments welcomed at This is a podcast from & , together as the Association of International Certified Professional Accountants.
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FLP 177. Critical Success Factors in Your CGMA Case Study Exam
10/12/2022
FLP 177. Critical Success Factors in Your CGMA Case Study Exam
Clancy Peiris, Senior Manager - Relationship Programmes (AICPA & CIMA) talks to Kevin Gormley about the CGMA Case Study exams, what to expect, and how to prepare. The focus is on critical success factors, what an examiner expects, and how to avoid the pitfalls. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. It launched in the UK in September 2022. RESOURCES get (pdf) watch our (video) read (web article): : does it really matter? (web article) Examiner’s advice on (web article) Get further information at: or discover CONNECT Feedback and comments welcomed at This is a podcast from & , together as the Association of International Certified Professional Accountants.
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FLP 176. CGMA FLP Assessment Models
09/29/2022
FLP 176. CGMA FLP Assessment Models
Colin Ward is the Senior Manager - Assessment & Product Development for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kevin Gormley about the assessment model within The CGMA FLP. They discuss what students should expect when learning through this pathway and how this develops the skills and competencies needed for a career in Accounting & Finance. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launched in the UK in early September. FLP addresses the increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA) designation holders, required for driving business performance and supporting economic recovery. Find out more at and Connect with Kevin Gormley via . Feedback and comments welcomed at This is a podcast from , together as the Association of International Certified Professional Accountants.
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FLP 175. CGMA FLP launches in UK
09/14/2022
FLP 175. CGMA FLP launches in UK
The CGMA Finance Leadership Programme, the new online route to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launches in the UK. Kevin Gormley is the Senior Product Manager for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kyle Hannan about the UK launch of the FLP, the new e-learning and assessment platform which provides an alternative pathway to completing CIMA’s CGMA Professional Qualification This launch comes in response to increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA) designation holders, required for driving business performance and supporting economic recovery. Get further Information at: / or Connect with the speaker Kevin Gormley via Linkedin at / Feedback and comments welcomed at This is a podcast from & , together as the Association of International Certified Professional Accountants.
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GBD174. All about our new show
08/18/2022
GBD174. All about our new show
We're transforming! In September 2022, the GBD podcast will become 'FLP, the Finance Leadership podcast'. Kyle Hannan and AICPA & CIMA colleague Kevin Gormley share an update on what we've been up to and what you can expect from the new show. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Contact us. Get in touch at [email protected] ©2018-2022 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD 173. Quick October update from the GBD podcast team
10/29/2021
GBD 173. Quick October update from the GBD podcast team
We've paused new shows for the moment as we work on what's ahead for 2022. In the meantime, do have a listen to the 170+ episodes in our archive. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.
09/30/2021
GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.
That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes. Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness. Talking Points. Logistics Telling people about what you do Branding Finding Clients Legal Entities Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. He also hosts the podcast. Connect with him on . Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation. Explore resources from the AICPA & CIMA David's course on CIMAglobal.com The UK (FSB) US Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD171 RPA and Robots By Subscription.
09/24/2021
GBD171 RPA and Robots By Subscription.
"Your PROCESS AUTOMATIONS will soon be as important as the people you hire". Hear from influential RPA expert and 'citizen automation evangelist' Dmitry Karpov, the co-founder and CIO of ElectroNeek. His San Francisco-based company is one of only five chosen to participate in 2021's startup accelerator programme sponsored by the AICPA and CPA.com. Talking Points. In this episode, we discuss: the future of automation is as a service, not a technology, business. an MSP business model for this technology. RPA, task-mining, what a 'bot' is, attended and unattended automation, human-in-the-loop and other terms. common misconceptions and top questions about RPA. what makes accountants and finance professionals so well-positioned to make good use of RPA. Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Visit Read more about the Browse the ' section of ElectroNeek's Bot Library, Our Guest. Dmitry Karpov is co-founder and CIO of ElectroNeek. Connect with him on . Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. 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, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD170. How CFOs are transforming their finance teams for the digital world.
09/16/2021
GBD170. How CFOs are transforming their finance teams for the digital world.
"Collectively, ALL of these changes are transforming finance professionals into digitally-effective finance business partners". We look at how CFOs are transforming their finance teams for the digital world, and provide some new understandings of which past, present and future skills need to be fused together. We’re joined by a returning guest, Aubrey Joachim FCMA CGMA MBA, who became the first CIMA President from outside the UK and Ireland. Talking Points. In this episode, we discuss: how finance professionals are becoming data-scientists, the road ahead for emerging CFOs, what the finance leaders of tomorrow need to be learning today, resources and tools that CFOs could use to assess themselves and their teams, and understand how this applies to the digital world. Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. (article and research) (web portal) (white paper) (resource page) Consider attending Aubrey's forthcoming CIMA webinar on ' (discount for CIMA members) on September 29th at 5.30pm IST / 12.30pm GMT. See the key competencies for (article on FM Magazine website) Our Guest. Based in Sydney, Australia, FCMA CGMA MBA is a past President of CIMA and owner of Leading Edge Change. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. 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, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD169. Management Accountant Insights from SE Asia
09/10/2021
GBD169. Management Accountant Insights from SE Asia
Finance leaders are cautiously OPTIMISTIC, despite SE Asia and Australasia Economies being impacted. We often look at different regions of the world to put your finger on the pulse of what's on the minds of global finance professionals. This week we feature the audio version of a recent article on the Member Insights pages of . In it, CIMA's South East Asia Regional Advisory Panel reports that finance leaders are still cautiously optimistic. That's despite economies in SE Asia and Australasia being impacted through continuous lockdowns and a slow vaccination rollout. The article is online and was co-written by: , FCMA, CGMA, Chief Executive — MA (AICPA & CIMA) FCMA, CGMA, Regional Vice President – Asia Pacific, (AICPA & CIMA) Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think.
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GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own.
08/31/2021
GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own.
A lot of folks are saying "I WANT to make that leap, I want to go out on my own". Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own. Talking Points. Seeing a perceived need. Willingness to risk everything and give up the safety of corporate life. Building bridges rather than burning them. Making plans for your exit & a business plan. Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on . Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation. "" (blog article on FM Magazine) The US David's course on CIMAglobal.com Explore resources from the AICPA & CIMA Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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FYI Our Short August Recess
08/10/2021
FYI Our Short August Recess
"For the first time in three years, we're taking a Summer break" It's Summer where we are so the Go Beyond Disruption podcast is taking a short August break. In the meantime, there are over 160 back-episodes to browse in our library. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo"
07/31/2021
GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo"
"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic" Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo". Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on . Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation. US Department of Labor report for May 2021 AICPA Young CPA Network online article " Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+
07/23/2021
GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+
"I am SO excited to be on my way to Vegas!" In just a few days, AICPA & CIMA's annual conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests. Our Guest. , CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA’s Accounting and Review Services Committee. In 2013, he was honoured by the Society with their Distinguished Service Award. Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation. Explore the Find out about , including how to and attend either in person or online. Explore other from AICPA & CIMA. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to.
07/13/2021
GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to.
"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world." At the end of July 2021, AICPA & CIMA's annual conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences. Talking Points. These are some of the topics we discuss in this episode. What to expect from ENGAGE 2021 and how to be part of it, either in person in Las Vegas or online via the virtual ticket. Other global conferences, including the recent debut of ENGAGE EUROPE. The Association's wide-ranging and future-focused programme of conferences and events for the global profession. How organisers changed and redefined events in the face of the challenges brought on by the global coronavirus pandemic Ways that AICPA & CIMA continued to offer value and deliver success to professional attendees in new ways. Developments and innovations that helped redefine and reimagine future events. Our Guest. Todd Helton is AICPA & CIMA's Senior Director of Meetings & Conferences. He leads in strategic direction and budget planning for the Association’s conferences, global events, professional development workshops and meetings, and webcast teams. His team of 25 annually produces around 35 global and national in-person conferences, 30 online conferences and 100 training courses. Connect with him via Linkedin . Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation. Find out about , including how to and attend either in person or online. Discover the Explore other from AICPA & CIMA. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD164. In case you missed them...
06/30/2021
GBD164. In case you missed them...
"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening". Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas. That's why all this month we've been marking the occasion with a series of bite-sized weekend episodes, inviting you to record a quick voice message about when, where, how and why you listen to this podcast. Now on the last day of that month, June 2021, we've made it easier for you to share your opinion via your keyboard instead. There are two ways to access it. Share your opinions , visit the URL https://forms.office.com/r/DDU7DrERFX, or scan this QR code with your phone. If your podcast app doesn't display the code, just paste this URL into your browser and hit 'enter'. Your opinion's really important and it'll take just a minute or two to tell us what you'd like to hear more of in future. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. Get in touch. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD163. Wrapping up June with a final anniversary question
06/25/2021
GBD163. Wrapping up June with a final anniversary question
"What's the one topic or technology you'd like to hear more about?" Another bite-sized, weekend episode as we conclude our 3rd anniversary month with your 3rd question. To share your opinion, simply take a minute to record your answer as a voice message and send it to us. Please use this button to record and send us your message. Happy recording! If this didn't work, try leaving your response on our dedicated . Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. Get in touch. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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GBD162. Your next "3rd Anniversary" Question
06/18/2021
GBD162. Your next "3rd Anniversary" Question
"When, and where, do you listen to these podcasts" Each weekend this anniversary month, we ask you a single question - a different one every week. Then we invite you to record your answer as a voice message and send it to us. The second question is above. Please use this button to record and send us your message. Happy recording! If this didn't work, try leaving your response on our dedicated . Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your connections, send to , auto-share on your page, or simply tell someone via . Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. Get in touch. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)
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