FLP, the Finance Leadership Podcast

 "Have those boundaries. Don't just push through...and sacrifice your lunch, sacrifice your sleep, sacrifice... because that has a bigger impact and risk than if you actually just ask for what you need". Lauren Baptiste is a CPA, former Senior Manager at Ernest and Young (New York) and now CEO of Acheloa Wellness. Her Manhattan-based boutique wellness consulting firm specialises in preventing and transforming stressful corporate cultures that lead to burnout, high turnover and huge staff-attrition costs. She talks to Jennifer Gardner of AICPA & CIMA (Durham, USA) about the crucial importance of making ourselves a priority too.   WE DISCUSS: * Burnout. * Building protective boundaries. * Sparking joy. * How WE are not robots. * Becoming a more resilient and effective professional. * Concentrating on one's own relationships, passions and self-care.   OUR GUEST. Lauren Baptiste is a certified yoga teacher, reiki healer and New York State CPA with a Bachelor of Science (BS) from Manhattan College. An experienced consultant with a demonstrated history of clients with different sizes, complexities and industries, she's a wellness expert who focuses on issues with burnout, work-life balance and women's health. Connect with Lauren here.   WOMEN'S HISTORY MONTH.  Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration.    Don't Miss Out. 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.  Global Voices. Interviews with our international experts 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. Take it Further. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Stay Connected. #GoBeyondDisruption  #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"When technology is put into place the RIGHT way, in ethical ways, we actually create MORE human connection than less" AICPA & CIMA's Jennifer Gardner talks to author, accounting powerhouse and CPA Amy Vetter about ethical ICT-implementation, the power of mentoring, tech-transformation...and yoga.   WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration.   WE DISCUSS. * how yoga practice informs the CPA profession and vice versa. * when fear of change is not always a bad thing. * the benefits of going 'NO tech' and disconnecting. * the B3 Method   OUR GUEST. CEO of the B3 Method Institute, Board Member for Project Yoga and an Advisory Board Member for Pantheon & Logikcull, Amy Vetter is Technology Innovations Taskforce leader for the AICPA IMTA Executive Committee and a past Board Member for Data Coalition. She was recognised as a "Top 100 Most Influential Person" by Accounting Today, and included in CPA Practice Advisor's list of "Most Powerful Women in Accounting". Find out more via her LinkedIn profile.    LINKS. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Amy Vetter via her website. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way.   MORE ABOUT OUR PODCAST. 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.  Interviews with our international experts 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. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via  @AmyVetterCPA #GoBeyondDisruption  #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News   ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"It doesn't mean you have to be best friends with everybody...but just take a moment and recognise that there are people behind processes - and connect into that very simply." This International Women's History Month, we dedicate all of our March episodes to conversations with women driving the future of the accounting and finance professions. Jennifer Gardner (AICPA & CIMA, Durham USA) talks to Canada-based author, speaker and workplace culture architect Carolyn Swora. They discuss the drivers for change in our workplace culture, the concept of VUCA and the value of disconnection.    WE DISCUSS: * the speed of change. * multi-generational workplaces. * VUCA * the concept of a leader's 'legitimate power" * purposeful workplace experiences.   OUR GUEST:  Based in Toronto, Carolyn is the author of "Rules of Engagement: Building a Workplace Culture to thrive in an uncertain world". Connect with her via Pinnacle Culture.   LINKS: Join us in in person or online at the AICPA & CIMA Women's Global Leadership Summit in November 2019.  Visiting the Chicago area this Spring? Network and learn with your peers at the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED.  @PinnacleCarolyn #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

In this special IWD2019 episode, four experts share their thoughts on tech and the future of the accounting and finance professions. Hear from Oracle's Kimberly Ellison-Taylor and "Changemaker's Playbook" author Amy Radin. We also feature Jennifer Gardner and Clar Rosso of the AICPA & CIMA. There'll be more at our Women's Global Leadership Summit in late 2019 in California. In our first conversation, Kim Drumgo (Diversity and Inclusion Manager for AICPA & CIMA) talks to Kimberly Ellison-Taylor, a global strategy leader at Oracle, USA. Kimberly has been recognized by Accounting Today as one of the “Top People in Public Accounting—2018” and by CPA Practice Advisor as one of the “2018 Most Powerful Women in Accounting.” She was the youngest person, fifth woman, and first person of colour to serve as chairman in the AICPA’s 130-year history. They discuss the profession's changing roles, how technology is fuelling them, and the skills they'll require.  Next, Kim speaks to "Change Maker's Playbook" author Amy Radin. A C-Suite advisor, AICPA Board Member and global speaker, Amy shares her insights on facing change head-on, how to fuel growth, and becoming a changemaker for one's organisation. We also feature a conversation between AICPA & CIMA  Communications Manager Jennifer Gardner and Clar Rosso, the association's Executive Vice-President for Engagement, Learning and Innovation. They discuss the recent release of the World Economic Forum's "Future of Jobs" report, the opportunities that learning opens up for professionals, intentionality,  and the skills outlook for 2022.    QUOTES:  "Technology has really changed how we would have traditionally gone about our careers" - Kymberly Ellison-Taylor "The more diverse your team is, in terms of background, perspective, gender, where they grew up, all of those factors are going to feed a stronger chance of success because you're benefiting from diverse opinions and backgrounds"- Amy Radin.  "Learning doesn't always have to be formal so if you spend the time doing the learning and developing the skills that you need, there's a tremendous amount of opportunity "- Jennifer Gardner   "We have to be really intentional. Think about what am I doing today that's going to help me develop as an individual and draw value for my organisation...really think about where do I want to be and how do I get there?" - Clar Rosso   LINKS: Find out more about the WEF Future of Jobs report and the 2022 Skills Outlook. Read Jennifer Gardner's blog post here. Join us in in person or online at the AICPA & CIMA Women's Global Leadership Summit in November 2019.  Visiting the Chicago area this Spring? Network and learn with your peers at the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED.  #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

 "Have grit and persevere, no matter WHAT happens, because you are so intrigued and attached to an idea.” March's special Women's History Month content series continues. Mballa Mendouga (AICPA & CIMA, Durham, USA) talks to a Hong Kong-born tech disruptor who dropped out of University in her early 20s to launch a multi-million dollar startup called BitSpark. Based in Hong Kong, Bitspark is a remittance platform operating out of Hong Kong which uses blockchain for users to send cash overseas faster at lower exchange rates. It's expanding in traditionally unbanked populations and markets, and also operates a virtual platform for crypto-currency and Bitcoin trading.    WOMEN'S HISTORY MONTH: Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. There'll be episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration.   OUR GUEST Maxine Ryan's passion is freedom of financial services for people. In 2014, she co-founded Bitspark, the world's first cash in, cash out blockchain money transfer platformfor Money Transfer Operators which helps business owners send money better via cryptocurrency solutions world wide. She often speaks at tech and finance events, appears on Bloomberg Live and was selected for Forbes 2018 "30 Under 30". Follow her on Twitter via @MaxieRyan and @BitsparksLtd   LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Maxine Ryan via LinkedIn and at www.bitspark.io Find out more about blockchain, cryptocurrency and financial inclusion with our related CPD/CPE resources at the AICPA Store and the CGMA Store.   MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED.  Follow Maxine on Twitter via @MaxieRyan and @BitsparksLtd PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

 "What I like to tell people - part of my methodology - is that you have no more, no more, than TWO professional goals at a time.” We begin our month-long special content series for Women's History Month by talking to author, academic and marketing and strategy consultant Dorie Clark.  A frequent contributor to the likes of the Harvard Business Review, Entrepreneur and Forbes, she consults and speaks to a diverse range of clients, including Google, the World Bank, Microsoft and Morgan Stanley. In this conversation with Heather O'Connor, Senior Communications Manager for AICPA & CIMA in Durham, USA, Dorie illuminates the topics of personal, professional and organisational reinvention that lie at the core of her best-selling business books.    WOMEN'S HISTORY MONTH: Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. There'll be episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration.   OUR GUEST According to the New York Times, Dorle Clark is “...an expert at self-reinvention and helping others make changes in their lives." She is also an adjunct professor of business administration at Duke University's Fuqua School of Business. Dorie is the author of best-sellers "Entrepreneurial You"(named One Of The Top 5 Business Books Of The Year by Forbes), "Reinventing You", and "Stand Out" (Named the #1 Leadership Book of the Year by Inc, Magazine).   LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Dorie Clark via LinkedIn or Dorie Clark.com Find out more about strategies for organisational, personal and professional reinvention with related CPD/CPE resources at the AICPA Store and the CGMA Store.   MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. STAY CONNECTED. Follow @DorieClark, #GoBeyondDisruption, @AICPANews and @CIMA_News. PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Buzzwords are about the things that are coming, not the things we already have"  Joining us during a business visit to China, Areiel Wolanow is an experienced business leader and former CPA with over 25 years spent working with leading corporations, central banks and financial regulators around the world. He was one of IBM’s key thought leaders in blockchain, machine learning, and financial inclusion, a topic particularly close to his heart. Currently serving as insurance industry advisor for the UK Parliament’s working group on blockchain, his long experience enables him to shake up perceptions and provide disruptive insights borne of his work at all levels of the profession - as we'll hear in his conversation with AICPA & CIMA's Zinaida Mahmutefendic.   WE DISCUSS: Digital transformation of business and organisational activities. AI & RPA and whether they're really as progressive and innovative as we might think. Tactical advantages. Blockchain. Financial Inclusion. RegTech and other buzzwords - GDPR/AI. The other IOT. Is it "Internet of Things" or "Intelligence of things"?   OUR GUEST:  A US citizen and UK permanent resident, Areiel Wolanow is the managing director of Finserv Experts. With deep experience leading large, globally distributed teams he has led programs of over 100 people through the full delivery life cycle. He's managed budgets in the tens of millions of dollars and delivered projects in over 40 countries around the globe. He is an experienced business leader with over 25 years of experience in business transformation solutions, sales, and execution. He served as one of IBM’s key thought leaders in blockchain, machine learning, and financial inclusion. Areiel has deep experience leading large, globally distributed teams; he has led programs of over 100 people through the full delivery life cycle and has managed budgets in the tens of millions of dollars.     LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Areiel via LinkedIn or Finserv Experts. Find out more about Tech Trends in the accounting profession with related CPD/CPE resources at the AICPA Store and the CGMA Store.   MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow @FinservExperts, #GoBeyondDisruption, @AICPANews and @CIMA_News. PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"The biggest mistake at CFO level is not focusing on the boring stuff, the stuff that their finance team's getting frustrated by, that's making things inefficient". Andy Carfax became a qualified CMA over two decades ago and previously headed up KPMG's technical EPM delivery team. He now specialises in Enterprise Performance Management as MD of LucaNet UK which provides software that enables Group Consolidated Reporting. Andy talks to Kyle Hannan (AICPA & CIMA, UK) about how CFOs can optimise processes to help mid-tier companies rise above the 'spreadsheet trap'.   OUR GUEST: Andy Carfax is the author of several White Papers such as “Report visualisation: From Concept to Deployment” and “From Spreadsheets to Systems”. As a consultant, he has worked for Paramount, Shell, and many other well-known names. He specialises in Enterprise Performance Management with a focus on Consolidated Reporting, Finance & Operational Planning, and Business Intelligence.   WE DISCUSS: the 'Excel trap' (other brands of spreadsheets are available). how companies make the mistake of spending longer producing than analysing. the origins of the misconceptions that they need to spend millions on innovative solutions to their challenges. how "the niche has become the norm". reducing the potential for a CFO's biggest mistake. how finance and accounting professionals are well-suited to the new ICT-heavy demands of the work they do. LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019 Connect with Andy Carfax via LinkedIn or LucaNet.co.uk  Find out more about Enterprise Performance Management  with related CPD/CPE resources at the AICPA Store and the CGMA Store.   MORE ABOUT OUR PODCAST: DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserve

"Make sure you engage any resisters in your change process as if they're there to help...but they just don't know how yet" A speaker at AICPA & CIMA's forthcoming "CFO 2019" Conference in Chicago, Dr. Jeremy Lurey is an internationally-respected organisational consultant who has worked at both PWC and Andersen Consulting. Now President & CEO of Los Angeles-based Plus Delta Consulting and Practice Lead for SingerLewak’s People & Change Management Advisory Services, he tells Kyle Hannan (AICPA & CIMA, London) how he partners with clients to improve performance and drive adoption of change.    TALKING POINTS: The crucial elements of transformation. Change-management. The importance of communications. Delivering successful transformation across the organisation, and that includes the C-Suite. Supporting people to adopt change. Working with those that resist it. Getting projects back on track.   OUR GUEST: Before establishing Plus Delta and joining SingerLewak, Dr. Lurey has worked with CBS, Disney, Global Cold Chain Alliance, Health Net, Hulu, Marriott, Midwest Refrigerated, Minnesota Freezer, Mozilla, MTC Logistics, Nestlé, Novartis, Pioneer, Raytheon, Red Bull, Ritz-Carlton, Southern California Edison & St. Joseph Health System. Dr. Lurey has particular expertise in change-management, talent management, technology adoption, process improvement, strategic planning, and leadership and team development. In addition to his work as a consultant, he regularly presents at professional conferences and seminars. He has also authored several publications on change management, organisation-development, succession-planning, leadership excellence, and family business.    RESOURCES AND LINKS: The AICPA & CIMA "CFO 2019" Conference books on change management & resistance to change include William Bridges on Managing Transitions. Connect with Dr. Lurey on LinkedIn. Blog posts and videos at www.plusdelta.net.   MORE ABOUT OUR PODCAST  DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserve

On 31 January 2019, the Association launched the 2019 CIMA Professional Qualification and the updated CGMA Competency Framework. These are designed to help Management Accountants and their employers understand the knowledge required and skills needed for current and desired roles. This was a core element of the very well-attended Future Of Finance Festival in London, which also featured several keynotes and panel discussions from leading finance and accounting thought-leaders. Among these, which were webcast live on the day, was a forward-looking and revealing presentation which we're now making available in this special bonus episode of our podcast.  Dr. Noel Tagoe is AICPA & CIMA's Executive Vice-President of Management Accounting, Research and Curricula. Hear his illuminating presentation on "How Digital Disruption is Driving Radical Transformation of the Finance Function". Get more information and download the white paper "Reinventing Finance for a Digital World" at www.cimaglobal.com/future.   MORE ABOUT OUR PODCAST.  DON'T MISS OUT. 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.  GLOBAL VOICES. Interviews with our international experts 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. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved