FLP, the Finance Leadership Podcast

"It's really important to not just develop a strategy and let it be. Make sure that you ACTIVATE that strategy." (#97)  Strategy. One word, many definitions, almost infinite possibilities. What is it? What makes it work? Where do you start? During her time here at the Association, Jennifer Gardner recorded this conversation with Sil Garaventa, Director of Sales Support for US Foods in North Carolina. This is a high-level exploration of strategy: when a company has resource limitations, the team has to make choices around where to focus. At the heart of it, that's strategy.   OUR GUEST. With experience at US Foods, the AICPA and elsewhere, Sil Garaventa is a strategy consultant who helps tackle an organisation's most critical and challenging problems, defining strategic direction in a disrupted and rapidly changing business environment. He's a frequent speaker and facilitator on the topics of corporate strategy, strategic planning, and culture and engagement. Connect with him on LinkedIn.   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Tell someone via  email.    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.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

In mid March 2020 - just over a month's time - we will be recording our 100th episode. And we'd like YOU to be part of it, from wherever you are in the world.    LET'S TALK Happy to take a few minutes for an online voice call? Email us here with the word "Podcast" in the Subject line. The email address is beyond.disruption@aicpa-cima.com .  We'll get in touch to arrange a quick online voice call at a time that suits you. It'd help to know things like Which part of the world are you in? What do you do for a living? Why you listen to this podcast?  What topics and trends would you like us to be focusing on over the course of our NEXT 100 shows?   SHARE WITH YOUR NETWORK. Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Tell someone via  email.    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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Everybody can work together to collaborate, innovate and move the organisation more and more towards AI with this new business model." (#96) Talking AI with returning guest Kelly Mattarocci, a Texas-based Certified Public Accountant and a CGMA with expertise as a business strategist, innovator, and thought leader with over 20 year'C-Suite executive experience. She looks at new business visions for the new year and outlines some innovative but practical ways to incorporate AI. She helps answer the questions on all business owners' lips this January: where should our business go in the year ahead, how would it get there, and how could we plan to make this happen?   TALKING POINTS. What SHOULD we be talking about when it comes to new styles of technology-ready business models? How are they different from the traditional business model? As CCPA follows on from GDPR, the compliance environment is changing rapidly so what are good practices for compliance, governance and risk-management? A list of 8 elements which should form the basis of a useful '2020-ready' business model. Where part does AI play?   OUR GUEST. Kelly Mattarocci is founder and CEO of TICH. Based in Austin, Texas, she is described as a domain expert in the context of business, an innovator, and a thought leader. Her primary value-creation focus is embracing technology to expand peoples' abilities, which results in optimisation of both. She's also written for Finance Management magazine. Connect with Kelly on LinkedIn.   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Tell someone via  email.    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.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"What I don't think we've realised ...is "How do you RE-IMAGINE accounting?"   (#95) Hear this boundary-nudging lecture delivered at AICPA & CIMA's London office, arranged and introduced by Ian Selby, our Vice President of Global Research and Development (Management Accounting). His guest speaker was Professor Nicholas McGuigan, visiting the UK just as the 2020 World Economic Forum Summit was beginning in Davos, Switzerland. Professor McGuigan’s message is a powerful one. It touches on the reimagining of the accounting profession and unpacks new visions for how educators could transform the way they train tomorrow's finance professionals.    TALKING POINTS Balancing what the world needs with what we're good at doing.  What happens when we're no longer accounting for money but for water?  How accountants could reimagine their own profession for the future.  The surprising influence of permaculture, garden design and environmental sustainability on the way we design businesses, cities, and entire economies.  The profound opportunities for real change in the way accounting educators train the next generation of accountants.    ABOUT OUR GUEST Professor Nicholas McGuigan is Associate Professor at Monash Business School, a global speaker, and a co-instigator at The Accountability Institute. He works to create future­‐orientated business education programs that focus on innovation, creativity and design thinking. Nick's special areas of interest spread across accounting research, creativity & innovation, learning and facilitation of accounting, business education, design thinking, pedagogical design & research, and permaculture. Connect with him on LinkedIn.   LINKS. Read about the project and watch the trailer for 'Dating An Accountant: How Do You Measure Love?" Browse the AICPA & CIMA's Sustainability resources. Discover the Queering Accounting project behind the world's first  accounting perfume.   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Tell someone via  email.    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.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"That mindset that says 'One right answer'? You have to pull back and re-examine your assumptions: there is MORE than one right answer." (#94). Think your problems are too big to solve? Think again! Recalibrate CEO Cheryl Mobley impressed us so much with her presentation at a past ENGAGE conference that we had to sit down with her one-to-one to talk Human Intelligence, career future-proofing and about how the phone in your pocket could help unleash your creative problem-solving skills.   TALKING POINTS: What does it take to become a better problem-solver in an increasingly more complex business world? Why is it important for the challenges we're today as well as for the opportunities we'll come across in the future? How do we fight the urge to jump in quickly to face a problem, when we SHOULD be stepping back and taking the time to SOLVE it creatively?    OUR GUEST. Cheryl Mobley is based in Texas and has a 20 year track record of helping executives solve problems, get results and grow the bottom line. She launched reCalibrate a few years back after a career as a successful serial entrepreneur and served as President for a highly successful hospital. She's worked around the world and a few of her clients include Allied Irish Bank, Reed McClure Law Firm, Transglobal Services, Active Spine & Sport, the Washington State Department of Transportation and the Charles Schwab Corporation, one of the largest brokerage firms in the world. Cheryl has presented to many groups and organisations, and has been featured in publications including AICPA, The News Tribune, WAC, Washington Journal, Women on the Move, and The Greater Seattle Area Chamber of Commerce and more.  She is currently wrapping up writing her first book, that is tentatively titled: "Face to Face: 12 Wild Leadership Lessons from a South African Horse Safari". She'll also be launching her new podcast "Unearthing" early this year. Connect with her on LinkedIn here.   RESOURCES. Read Cheryl's blog post on the topic on the AICPA website. Watch her 2018 FaceBook live interview.  Visit her company website.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The strategies that we employ in daily fantasy sports...are especially useful OUTSIDE of sports analytics". (#93) This week's conversation is all about data analytics from an unusual perspective: our guests reveal what the sports betting industry can tell us about getting data, using data, and asking it the right questions. How it can help predict what'll happen next, and why it means a rethink of the conventional risk/reward balance. University Business and Economics Professors Dr. David Bergman and Dr. Jason Imbrogno also discuss the potential opportunities for accounting and finance professionals that this could offer.   OUR GUESTS. Dr. Jason Imbrogno  is an Assistant Professor of Economics in the Department of Economics & Finance at the University of North Alabama. He has a Ph.D. in Economics from Carnegie Mellon University. Dr. David Bergman is an Associate Professor at the University of Connecticut. He lectures in Business Process Modelling and Data Management, as well as Statistics in Business Analytics. He has a Ph.D from Carnegie Mellon University and is particularly interested in large-scale automated decision making, decision diagrams, discrete optimisation, integer programming, machine learning, and the integration of optimisation techniques.   RESOURCES. David recommends http://janos.opt-operations.com Jason suggests https://www.footballoutsiders.com/ The annual MIT Sloan Sports Analytics Conference.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

Overconfidence...is a real risk and it's important to consider up front if we have the skill set to be able to audit in this space. (#92) Di Krupica, Lead Manager in the Emerging Assurance Technology area (AICPA & CIMA, North Carolina) talks to Matt Schell (Crowe) and Amy Steele (Deloitte) about recommended guidance for accounting for and auditing Digital Assets.  A little over a year ago, the Digital Assets Working Group was created by the American Institute of CPAs to develop accounting and auditing guidance on digital assets. After months of work with subject matter experts from international and national firms, the AICPA has just released its first version of an important new practice aid which includes non-authoritative guidance on how to account for digital assets. Our guests explain what digital assets are and outline how to get started in the digital assets space. They look at some of the key points in the practice aid, and signpost some potential future topics that the Digital Assets Working Group is developing guidance for.   RESOURCES. The following page includes the background about the digital assets working group, as well as a link to download the free practice aid PDF.   www.aicpa.org/digitalassets   OUR GUESTS. Matthew Schell, CPA, CFA, is a Partner with Crowe LLP in Washington DC. He chairs the AICPA's Digital Assets Working Group's Accounting subgroup. Amy Steele is a Partner with Deloitte and Touche LLP and chair of the Auditing subgroup, part of the AICPA's Digital Assets Working Group.   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2020 Association of International Certified Professional Accountants (AICPA & CIMA)

Thank you for doing one of the most important jobs in the world. (#91) A special, short festive episode of the Go Beyond Disruption podcast, the final show for this year. To mark the end of 2019, AICPA & CIMA's video team made a short "Thank You" video for members worldwide. We've now used the audio for this end-of-year episode, which ends with a message from AICPA & CIMA President and CEO Barry Melancon. You'll also hear the voices of our colleagues from around the world, along with a final 'Happy Holidays' featuring many members of our Senior Leadership Team, the AICPA Chair and CIMA President/Association Chair. Whether you're an AICPA & CIMA member or not, the message is still bound to resonate for all businesspeople in this era of disruption. It celebrates people's willingness to reimagine their roles, their eagerness to take on new capabilities, and their commitment to evolve. From all of us at the Go Beyond Disruption podcast team, have a marvellous wrap up to this year and a relaxing start to the next.   NEED MORE? You can watch the original video on the AICPA & CIMA YouTube channel here.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

There's a lot of...how we manage people that needs to change, as well as what our workforce expects. (#90). Robin Thieme is CEO and Founder of KBS CFO and known by her online handle as the "futurereadycpa". An AICPA speaker and CPE author focusing on the workplace of tomorrow, she talks about how to deliver effective leadership of remote teams - and how to understand this new reality if your own practice is dealing with client questions about the future of work.   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.   WE DISCUSS: why early adopting doesn’t work any more everyone’s innovating and disrupting at the same pace these days. the challenges of remote work. how to nurture independence and effectiveness. managing effectively without micro-managing. the security element of this new mode of work (what are some good practices?) Also health and safety?   OUR GUEST With over 30 years of financial and accounting experience, Robin Thieme is an anticipatory, #FutureReadyCPA that provides advisory services to her clients while building sustainable, growing, profitable, and scalable businesses. Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP) and Certified Public Accountant (CPA). In 2019, Robin authored and is the subject matter expert for one of the first continuing education class offered by the AICPA for Virtual CFOs. She has also been featured on several podcasts, including Change Your Mindset podcast and Future Proof. Connect with her on LinkedIn here.   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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)

"I define creativity as the ability to toggle between wonder and rigour - and ultimately to create novel value." (#89) In this Human Intelligence-focused episode, Natalie Nixon, Creativity Strategist & President of Figure 8 Thinking, LLC, talks about Design-Thinking, Strategy and Change-Management. Using her "3i Creativity Framework" she outlines competing narratives for the new world ahead, and explains why creativity should be a core competency for the future of work.     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 Why creativity should be a core competency for the future of work. The 3 elements (The “3i Creativity Framework”).  Creativity as the new competitive advantage. Hybrid Thinking in action. “T-shaped” versus the “pi-shaped” thinker. It’s a prerequisite for the 4th Industrial Revolution (the one we’re in now). The 2 competing narratives for the new world ahead. Why creativity is the essential foundational element. The data points that fleshed this out. Typical questions about creativity.   OUR GUEST. Natalie Nixon advises leaders on change management at publicly traded and privately held corporations as well as non-profits. She helps them design optimal ways to leverage creativity, sustain innovation and achieve priority business goals—resulting in happier customers and employees. Natalie is a published author (Strategic Design Thinking and INC online magazine) and a global speaker represented by the BigSpeak speakers bureau. Her public speaking invitations have included CUSP, Business Innovation Factory, 360 Possibles (Saint Malo, France), Creative Mornings, TEDx Philadelphia, The Copenhagen Institute for Interactive Design, The European Innovation Academy (Nice, France), SEB Bank (Tallinn, Estonia), FUSE and the Mayo Clinic’s Transform conference. She is a lecturer at the University of Pennsylvania in social innovation and design thinking and a Senior Advisor at Econsult Solutions. She has a background in cultural anthropology, fashion, and service design. She is certified as a foresight practitioner by the Institute for the Future and in charrette facilitation by the National Charrette Institute at the Harvard Graduate School of Design. Natalie received her PhD from the University of Westminster in design management, and her AB (cum laude) from Vassar College in anthropology and Africana Studies. She has a new book coming out in mid 2020 about the new creativity Called “The Creativity Leap”.   LINKS. Consider a short MBA Express "Creativity and Innovation" course via our AICPA Store. Also on the CGMA Store. Read Natalie's articles on INC.com Visit Natalie's website at www. Figure8thinking.com    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. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News   SHARE WITH YOUR NETWORK. Know someone who'd enjoy this topic? Click on these links to share this episode with colleagues and friends. Recommend it to your LinkedIn connections.  Recommend it to your  LinkedIn connections.  Send to  Twitter.  Auto-share on your  Facebook page.  Let someone know via  email.  ©2019 Association of International Certified Professional Accountants (AICPA & CIMA)