Journal of Accountancy Podcast
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
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AICPA tax priorities and wins in the budget bill now with the House
07/02/2025
AICPA tax priorities and wins in the budget bill now with the House
Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast early Wednesday to provide context on the fast-moving on Tuesday and is being discussed in the House today. Lauridsen detailed some tax-related priorities of the AICPA and state societies. She also explained the aspects of the Senate bill that are most likely to face opposition in the House. On a topic separate from the budget bill, Lauridsen summarized the key points of the national taxpayer advocate’s . In a May JofA episode, Lauridsen explained why were being prioritized by the AICPA. What you’ll learn from this episode: · The latest on the Senate version of the massive budget bill, H.R. 1, the One Big Beautiful Bill Act. · Lauridsen’s thoughts on the bill being approved by the House for the president’s signature by the July 4th holiday. · What tax-specific provisions from the Senate-approved version of the bill are most likely to be examined by the House. · Highlights of the national taxpayer advocate’s midyear report to Congress.
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Change for the better: How your attitude can make all the difference
06/26/2025
Change for the better: How your attitude can make all the difference
Instead of worrying about failure when undergoing a change initiative, why not ask, “What happens if we succeed?” That is summarized sentiment from a discussion with Al Dea, admittedly a glass-half-full guy, on the Journal of Accountancy podcast. Dea, a leadership development consultant and founder of the organization The Edge of Work, is the keynote speaker at the Aug. 12–14 Governmental Accounting and Auditing Update Conference. In this episode, Dea explores pain points for dealing with almost constant change, how the last five years have affected our ability to manage change, and more. The has an early-bird discount of $150 for attendees who register by Saturday. What you’ll learn from this episode: · Why humans tend to seek a “steady state.” · One exercise Dea recommends for professionals worried about what change might bring. · Why it sometimes may be impossible to have a playbook or manual for a change initiative. · The concept of being “sturdy” for others and how it can make a difference amid volatility. · Why it’s OK to not have all the answers for how to navigate change.
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JofA branded podcast: The evolving insurance market for high-net-worth clients
06/26/2025
JofA branded podcast: The evolving insurance market for high-net-worth clients
In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage.
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A trailblazing CPA on managing a merger and why it’s OK to lose clients
06/18/2025
A trailblazing CPA on managing a merger and why it’s OK to lose clients
Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first firm leaders to embrace remote work, and he remains a proponent of it. His firm also was one of the first to offer outsourced CFO services. In this JofA podcast episode, Grunden reflects on his firm’s growth, explains how cultures can mesh during a merger, and predicts where the future lies for CPAs. Hint: It’s not in delivering financial statements to clients. In an earlier JofA interview, Grunden discussed not feeling fear and explained why Monday is his favorite day of the week. What you’ll learn from this episode: · The evolution of outsourced CFO service offerings. · Why Grunden says remote work “is the way to go.” · How off-site retreats helped grow postmerger culture. · What “remaining independent” means to Grunden. · The future of client advisory services. · Why a client’s “graduation” should be celebrated.
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A trailblazing CPA on managing a merger and why it’s OK to lose clients
06/18/2025
A trailblazing CPA on managing a merger and why it’s OK to lose clients
Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first firm leaders to embrace remote work, and he remains a proponent of it. His firm also was one of the first to offer outsourced CFO services. In this JofA podcast episode, Grunden reflects on his firm’s growth, explains how cultures can mesh during a merger, and predicts where the future lies for CPAs. Hint: It’s not in delivering financial statements to clients. In an earlier JofA interview, Grunden discussed not feeling fear and explained why Monday is his favorite day of the week. What you’ll learn from this episode: · The evolution of outsourced CFO service offerings. · Why Grunden says remote work “is the way to go.” · How off-site retreats helped grow postmerger culture. · What “remaining independent” means to Grunden. · The future of client advisory services. · Why a client’s “graduation” should be celebrated.
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Accounting talent pipeline: What’s the buzz from ENGAGE?
06/12/2025
Accounting talent pipeline: What’s the buzz from ENGAGE?
One popular discussion topic at AICPA & CIMA ENGAGE 25 is the accounting talent pipeline. Liz Burkhalter, the AICPA’s director—CPA Pipeline, is taking part in those conversations. On this episode of the JofA podcast, Burkhalter shared encouraging news related to the pipeline and reminded CPAs of how using their “circle of influence” can help to grow the profession. Related resources: n National Pipeline Advisory Group (NPAG) n JofA article on n NPAG n This Way to CPA n Next Stop: CPA n AICPA Student What you’ll learn from this episode: · Two hot topics at ENGAGE related to accounting talent, according to Burkhalter. · The link between artificial intelligence and more attractive accounting opportunities · “Exciting” news related to student enrollment in accounting. · The reminder that established accountants can play a key role in helping address talent issues. · A summary of resources to assist members who want to get involved.
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Pessimism, tariff tremors prominent in CPA execs’ sentiment
06/05/2025
Pessimism, tariff tremors prominent in CPA execs’ sentiment
Sentiment about the U.S. economy and CPA decision-makers’ organizations continues to decline in 2025. Second-quarter results released Thursday by the AICPA and CIMA show a rising percentage of pessimists and more concern about the affects of tariffs. To analyze the results further, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development. In last quarter’s Economic Outlook Survey, half of respondents were optimistic about their company’s outlook for the next year. , that percentage dropped to 37% — and it’s not the only area in which there is a decline. Related resources: n JofA article on . n The AICPA and CIMA’s . n The previous quarter’s with Witt. What you’ll learn from this episode: · The declines in domestic economic sentiment and own-company optimism. · Where optimism about the global economy stands. · Changes in the list of top challenges facing CPA decision-makers. · The “big topic” in this quarter’s survey. · An assessment of the impact of tariffs on respondents’ business planning. · A summary of respondents’ 12-month projections for revenue, profits, and spending.
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Seek first to understand: How a finance leader manages global teams
05/29/2025
Seek first to understand: How a finance leader manages global teams
Jennifer Reilly, CPA, CGMA, values listening. She enjoys the collaboration with fellow finance leaders as part of the Future of Finance Leadership Advisory Group, and she has made a habit of emphasizing listening in guiding teams from around the world. Reilly, scheduled to be part of at AICPA & CIMA ENGAGE 25, explains the importance of listening, developing through broad and niche roles, and more in this Journal of Accountancy podcast episode. What you’ll learn from this episode: · The value of collaboration with finance peers. · How finance’s expanded role changes the way finance professionals are evaluated. · A summary of Reilly’s “broad” and “niche” roles. · Strategies for better engagement with a globally dispersed team. · The benefits of a wide-ranging listening tour for Reilly in her current role. · One pillar of corporate culture that stood out to her from a Future of Finance Summit presentation.
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Why the PTET SALT deduction is the AICPA’s ‘No. 1 priority’
05/21/2025
Why the PTET SALT deduction is the AICPA’s ‘No. 1 priority’
It’s been a dizzying few months since Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, on the Journal of Accountancy podcast. In fact, just the past week has been chock full of tax-related developments, mainly in Washington. Reflecting the news, this episode is publishing the same day it was recorded. In the Wednesday morning conversation, Lauridsen details the AICPA perspective on several aspects of the budget bill that could be voted on soon by the full House of Representatives. She goes into detail about the passthrough entity tax/state and local tax deduction, also known as the PTET SALT deduction, and why . What you’ll learn from this episode: · The status of the House budget bill. · An explanation of the PTET SALT deduction — what it stands for, why it’s complex, and why it’s the AICPA’s “No. 1 priority.” · Some of the “wins” in Lauridsen’s mind related to Sec. 529 accounts and the Form 1099-K reporting threshold. · The top concern from a survey of members just after tax filing season. · What Lauridsen means by “fractures.”
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The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI
05/15/2025
The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI
This week’s episode is a mix of CPA-centric news and a Q&A with a leader in the profession. First is a summary of the House Ways and Means Committee’s , the to some of its provisions, and an update on . Danielle Supkis Cheek, CPA, is the guest on the main segment, discussing how accountants can avoid head-spinning dizziness when it comes to artificial intelligence (AI) — and why the profession is well suited for technology adoption. Supkis Cheek, senior vice president–AI, Analytics and Assurance at Caseware, also discusses how organizations can use AI to scale operations. Finally, citing a set of criteria from Digital CPA speaker — and JofA podcast guest — Alex Dorr, Supkis Cheek rates the she brings to the workplace. What you’ll learn from this episode: · A summary of top JofA news items from earlier this week. · Why conference speakers on AI topics have a hard time providing timely slides for sessions. · The importance of the evergreen nature of accounting standards. · Supkis Cheek’s explanation of professional skepticism’s role in harnessing AI. · Detailing the public expectation gap as it relates to audits and technology. · Why Supkis Cheek considers the AI era a curation age instead of a technology age.
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Professional liability Q&A: AI disclosure, retired-partner risk, and more
05/08/2025
Professional liability Q&A: AI disclosure, retired-partner risk, and more
Sarah Ference, CPA, an author of the JofA’s Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In the focused on Professional Liability Spotlight content, Ference detailed the January topic of . The articles discussed in this episode include: n February: “” n March: “” n April: “” In addition, Ference described the and several upcoming topics. What you’ll learn from this episode: · The importance of considering the client’s perspective related to disclosure of generative AI use. · An explanation of the concept of apparent authority. · Why guardrails are needed for retired partners who might still maintain an office at a firm. · How casual conversations with clients can expose a firm to risk. · A theme for upcoming Professional Liability Spotlight columns.
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The value of stay interviews; also, are business cards becoming extinct?
05/01/2025
The value of stay interviews; also, are business cards becoming extinct?
The latest Journal of Accountancy podcast episode is a wide-ranging conversation with two likely familiar names to listeners. April Walker, CPA, CGMA, AICPA & CIMA lead manager–Tax Practice & Ethics, and author John Garrett joined the show to discuss employee engagement in the hybrid and remote era, the importance of sharing and asking about hobbies, and why they are less likely these days to carry business cards to events such as conferences. Walker is the host of the and the . She has also been a host of tax-focused episodes on the JofA podcast. Garrett is a speaker, corporate consultant, and former Big Four accountant-turned-stand-up comedian. In previous episodes of the podcast, he has shared and explained why . What you’ll learn from this episode: · Reviewing the concept of “bringing your whole self to work.” · Why, in Garrett’s mind, employers should “value the worker as much as you value the work.” · Should you start a virtual team meeting with an icebreaker question? Why Walker says “yes.” · The speakers’ opinions on business cards. · Words that could create “stronger and deeper connections” on a business card. · Why we should “shine a light” on outside interests.
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Overcoming ‘the creep’ that puts our dreams and goals on hold
04/29/2025
Overcoming ‘the creep’ that puts our dreams and goals on hold
Author, speaker, and presidential pickup game basketball player Ben Nemtin makes a return visit to the Journal of Accountancy podcast. Four years after , he’s focused these days on the impact of purpose on longevity, well-being, and employee engagement. As the keynote speaker June 9 at , Nemtin will share about the road trip with friends he took nearly 20 years ago that spawned a book, a reality show, and the accomplishment of so many lofty goals. In this episode, Nemtin updates listeners on the status of his bucket list and explains why taking just 15 minutes to focus on one goal can be beneficial. Note: for ENGAGE ends Thursday. What you’ll learn from this episode: · A refresher on the concept of The Buried Life. · Nemtin’s focus on “energy-driven living.” · Addressing the notion that it’s selfish to focus on personal well-being. · The value of connecting to purpose – for individuals and organizations. · Three ways to maintain accountability when it comes to setting and reaching goals.
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An overlooked growth opportunity: Uncertainty
04/24/2025
An overlooked growth opportunity: Uncertainty
Very few people will be imprisoned the way Sam Goodwin was — for nine weeks in a harrowing situation six years ago. Goodwin says we can all be “held hostage” by any number of things and that our response to life’s challenges is what sets us apart. Goodwin, an author and tech startup founder, will deliver the keynote address June 16 at the in National Harbor, Md. Learn more about Goodwin’s message and story in the latest episode of the Journal of Accountancy podcast. What you’ll learn from this episode: · Goodwin’s “Winning Through Uncertainty” theme for the June keynote address. · The worldwide travel quest that landed him in a hostage situation in Syria. · Goodwin’s explanation about feeling a sense of “survivor’s responsibility.” · His work overseas in the technology and not-for-profit sectors. The reason Goodwin says “uncertainty is a horrible thing to waste.”
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The new CPA Exam: Year-one trends and tips for success
04/17/2025
The new CPA Exam: Year-one trends and tips for success
As the demands on modern CPAs change, so also does the CPA Exam. Updates in the design and focus of the CPA Exam have been in effect for about a year now, and two AICPA experts joined the Journal of Accountancy podcast to discuss the changes, address misconceptions, and offer reminders on best practices. Any preparation for the CPA Exam should include a look at , according to Joe Maslott, CPA, director–Examinations. Mike Decker, vice president–CPA Exam and Pipeline offers insights into the changes and reminds candidates that the CPA Exam should be respected but not feared. What you’ll learn from this episode: · Maslott’s review of why the CPA Exam was redesigned for the start of 2024. · Decker’s comments on misconceptions about the new exam. · The “relief valves” now offered for CPA candidates in exam timeframes. · Best practices and strategies for approaching the new sections of the exam. · Why pass rates are expected to rise.
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The uncomfortable work of leadership
04/10/2025
The uncomfortable work of leadership
Half a life ago, Michael Brody-Waite didn’t think he was going to make it to his 25th birthday. Today, he’s an author, entrepreneur, and leadership coach preparing to deliver the keynote address at the in May. In the address, he will share details of a leadership framework — using his experience as an addict in recovery as a backdrop. Three principles of the framework relate to authenticity, the ability to let go, and the importance of uncomfortable work. What you’ll learn from this episode: Why he says that most leaders are “addicted to doing.” The three principles of “addictive leadership.” The reasons, according to Brody-Waite, that those principles relate well to the accounting profession. Some of the excuses he made and others he blamed for his substance abuse. Why the advice “don’t be scared” should be avoided. The delegation lessons that can be taken from the principle of “surrendering the outcome.” Why uncomfortable work is different than hard work or difficult work. Brody-Waite’s message to conference attendees.
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Tax legislation, audit oversight, and other AICPA advocacy focus areas
04/03/2025
Tax legislation, audit oversight, and other AICPA advocacy focus areas
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: · Peterson’s overview of AICPA advocacy in Washington. · Why “navigate” is an important word for Peterson. · What has been normal and not normal in the change of presidential administrations. · Peterson’s assessment of the potential path for tax legislation. · The “very different environment” related to regulation of public companies. · Advice for members in dealing with D.C. uncertainty.
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Tips for driving change and driving out drama
03/27/2025
Tips for driving change and driving out drama
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: · Dorr’s reflection on whether he was a “high-drama” college basketball player. · Why the examination of an employee’s or team’s value should include an assessment of “readiness for what’s next.” · The “juicy” question Dorr answered about speaking to accounting groups. · The importance of validating someone’s experience in the workplace before addressing ways to make it better.
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JofA-branded podcast: Critical conversations about business transition planning
03/26/2025
JofA-branded podcast: Critical conversations about business transition planning
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
03/20/2025
Financial tracing: Show me the money
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: · Zweighaft’s definition of financial tracing. · Why human skills such as interviewing can be differentiators even as technology speeds up some tasks. · Some of the core accounting and auditing skills that apply to financial tracing. · The difference between direct and indirect financial tracing. · Details of the United States v. Melissa King case, a focus of the Eye on Fraud article Zweighaft co-wrote. · The value of hearing other professionals’ stories in financial tracing.
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Explaining stablecoin risks and the need for reporting criteria
03/13/2025
Explaining stablecoin risks and the need for reporting criteria
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 aid) n n landing page What you’ll learn from this episode: · Schulman’s explanation of the difference between bitcoin and stablecoins. · The reasons that an AICPA committee and subcommittee on attestation are focused on stablecoins. · Examples that remind Schulman of how different generations view money. · Why Schulman refers to the criteria as “transparency-oriented.” · The resources Schulman recommends related to stablecoins and the priorities of the Digital Assets Working Group.
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Breaking down the reasons for a decline in economic sentiment
03/11/2025
Breaking down the reasons for a decline in economic sentiment
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 of that November enthusiasm has been tempered. What you’ll learn from this episode: · The top challenge for CPA decision-makers’ businesses (it’s not a surprise). · The difference in expansion plans based on company size. · The percentage of respondents who expect tariffs to have a negative effect on their organizations. · What finance executives project related to hiring in the coming 12 months.
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Leading change: The CFO agenda, International Women’s Day
03/06/2025
Leading change: The CFO agenda, International Women’s Day
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 Women’s Day, which this year is on Saturday. Resources: n . n Podcast conversations in and with not-for-profit CFO Janice Stucke, CPA. What you’ll learn from this episode: · The value of self-awareness and servant leadership for CFOs. · Redmon’s explanation of a former boss referring to herself as “CFO-plus.” · Delgado’s summary of a session on navigating business slowdowns. · Highlights of other topics and panel discussions at the conference. · The importance of International Women’s Day to one AICPA & CIMA leader.
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Want to be CEO of a CAS practice?
02/27/2025
Want to be CEO of a CAS practice?
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 you’ll learn from this episode: · The focus on metrics — identification and evaluation of effectiveness. · How the CAS advice and themes apply to her role at Withum. · The link between satisfied advisory clients and happy employees. · Identifying which KPIs are truly key to success. · Chmura’s surprise about being asked to be a JofA guest editor in 2017. · More on her advice about identifying personal KPIs.
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Defining the office in 2025: Shifting models of where work gets done
02/20/2025
Defining the office in 2025: Shifting models of where work gets done
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 in this episode is a mention of two recent news articles that affect CPAs. First is being in effect again after a court order. Second, the JofA reported on . What you’ll learn from this episode: · The “consternation and angst” in discussions about in-office vs. hybrid or remote work. · Why Wilson said that managers shouldn’t use the word “back” when talking about where work gets done. · Who bears responsibility for an individual employee’s learning and skill development. · The key to unifying teams in an era of dispersed workforces. · Wilson’s hope for the profession in the coming year. · A recap of recent JofA news articles about BOI reporting and the IRS.
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AICPA & CIMA CEO about accounting: 'The opportunities are endless'
02/18/2025
AICPA & CIMA CEO about accounting: 'The opportunities are endless'
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 you, your career, and the profession." What you’ll learn from this episode: · The career-related questions Koziel used to ask fellow CPA firm partners. · One aspect of Koziel’s preparation to become an accountant that he would have changed. · The key things he learned as an employee of the grocery store Wegmans. · What he says to students considering a career in accounting. · More on how client advisory services have “erupted” over the years.
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3 things to know about AICPA & CIMA’s new CEO
02/13/2025
3 things to know about AICPA & CIMA’s new CEO
Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this interview. Koziel also invited members to send email to and “tell me how the Association can help you, your career, and the profession.” Related links: n The , succeeding Barry Melancon as CEO. n Melancon’s in a December podcast conversation. n Koziel’s previous , as part of a 2022 episode when he was the CEO of Allinial Global. What you’ll learn from this episode: · Three facts for members to know about Koziel, in his words. · What he sees as the profession’s strengths and opportunities. · Why he calls accounting pipeline concerns “not a U.S.-only problem.” · Koziel’s “listening tour” with members and his request for feedback. · More about his ideas for creating communities within the global membership of AICPA & CIMA. · Koziel’s thoughts on the evolution of the profession. · The important distinction between outsourcing and offshoring. · A look ahead to part two of the conversation.
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Keys to building winning teams at work
02/06/2025
Keys to building winning teams at work
Chris Dyer, whose recent book details seven pillars of corporate culture, joined the Journal of Accountancy podcast from the Future of Finance Summit in San Diego to explain some of the ways companies can get culture right — and the ways they get it wrong. For instance, Dyer said that a common approach of individuals and organizations, after a strengths and weaknesses assessment, is to think about the areas where their performance is mediocre. “They want to … start with the ones they’re OK with,” Dyer said. “I say go after the one where you’re terrible, and you fix that, and your people all of a sudden get excited.” Also, get insight, in the form of a quick-hitting sound clip to close the episode, on how high-level thinking serves a . What you’ll learn from this episode: · Why Dyer got into the exploration of team and corporate culture. · Dyer’s assertion that building company culture is more science than art. · The value of saying “yes” more often — and strategies to pull it off. · Why he says it’s not valuable for companies and individuals to focus on improving their “so-so” skills. · A recap of the JofA Q&A with an NFL player turned CPA, just in time for the Super Bowl.
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'A big tax year': What practitioners need to know now
01/30/2025
'A big tax year': What practitioners need to know now
It’s not even five weeks into 2025, and already there’s a bevy of news affecting tax practitioners. Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the Journal of Accountancy podcast amid all the tumult to update listeners on several fronts. Lauridsen discussed the latest on beneficial ownership information (BOI) reporting and the Supreme Court, how IRS service might be affected by various executive orders, and what aspects of a new tax bill or bills are being followed closely by the AICPA. One bit of related news happened Thursday, one day after recording. The Senate Finance Committee released a , the bipartisan Taxpayer Assistance and Service Act, which includes provisions the AICPA strongly supports. Resources: The AICPA’s JofA coverage of the What you'll learn from this episode: A recap of court cases related to beneficial ownership information reporting requirements. The potential effects of an IRS hiring freeze on tax filing season. The role that retirements could play in future IRS service. Details of the AICPA’s interest in proposed Circular 230 regulations. Why tax legislation this year could come in pieces instead of in one bill.
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The CFO who ran her own race but didn’t run (or swim or bike) alone
01/23/2025
The CFO who ran her own race but didn’t run (or swim or bike) alone
On LinkedIn, the congratulatory messages poured in for Janice Stucke, CPA, after she completed an Ironman triathlon in October. Those messages all had named authors — her LinkedIn contacts. One message, from a still unknown author, attached to her bike on race day, continues to resonate with Stucke, the CFO of CREW Network. In an , Stucke detailed her nontraditional path to becoming a CPA and, later, a CFO. In this conversation, Stucke recaps the obstacles she faced in the race, how problem-solving skills played a role in her crossing the finish line, and why she is thankful for a group of friends she first met at the Future of Finance Summit. What you’ll learn from this episode: · A recap of Stucke’s “exhilarating” day completing the triathlon. · The reason Stucke felt nauseous during the run segment — and strategies she tried to overcome the feeling. · The message that inspired Stucke — one that an unknown person put on her bike. · The meaningful support of a group of finance leaders Stucke first met at the Future of Finance Summit. · How completing the race helps in her role as a CFO. · What her next big goal might be and why technology implementations will be prioritized this year. · Why Stucke enjoys being around others who set audacious goals.
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