FLP, the Finance Leadership Podcast

 "Would you go to an interview with a brown paper bag on your head?" Sean Purcell is an award-winning trainer of finance staff. The Founding Partner of UK-based WiseUpNow shares tips to build better finance business partnerships, both internally and externally. He outlines ways to improve engagement, build trust, better understand colleagues and create opportunity in a post-lockdown environment. And he has something to say about webcams... Talking Points. These are some of the topics we discussed in this episode. What we USED to think about better business partnering before the pandemic, and now. Ways that lockdowns have changed how we’ll think about business partnering in the future. How to find out what a client REALLY needs. Our Guest. Connect further via LinkedIn using the links below, or visit their website. Sean Purcell is a Finance Business Partnering expert and Founding Partner of WiseUpNow in the UK. He has been involved in research and working with finance teams on finance business partnering since 2010 and has worked with over 1000 global finance business partners. 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. Explore Finance Business Partnering on Future.AICPA.org. Visit the AICPA's Coronavirus Resource Centre. 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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Unlocking the true value of analysing the data; THAT'S where we're best positioned." Emily Chee (KPMG) and Maria Pollieri (Oracle, now retired) join our guest host Jim Gilbert (Jim Gilbert CPA) in this month's special 'Tech Advisory' edition of our podcast. They discuss CPA-relevant technologies in action, how to embrace innovation, and the 'win-win' opportunities offered to finance professionals by data analytics and associated new technologies. Power up your Data Analytics skills with our forthcoming webinar on May 19th, 2021. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. https://future.aicpa.org/cpe-learning/webcast/analytics-bi-evolution-of-accounting https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-data-analytics-focus https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-cybersecurity-focus https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-automation-focus Find further technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Jim Gilbert CPA, CITP, CGMA is Managing Principal of JimGilbertCPA.com. Emily Chee, CPA, CMA, CISA, CITP, CFE, CFF is Senior Manager, Advisory – Forensic at KPMG Forensic Inc. in Vancouver, Canada. Maria Pollieri recently retired from her role as PeopleSoft National Business Lead at Oracle in Toronto.   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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

In the next five years the GIG pool is forecast to take on as much as 20% of the workload at most financial institutions. The rising prominence of the so-called 'gig' economy - and the increasing relevance of independent finance professionals (IFPs) - offers a fertile topic for this conversation. In the first of several podcasts about the 'gig' economy, we'll explore how the AICPA & CIMA will be supporting this growing sector with new resources and tools Talking Points.  What do we mean by "gig" economy? What does it imply for accountants and finance professionals? Who is attracted and why is it a viable career option? How do our research findings illuminate AICPA & CIMA members' career ambitions in this context? Our Guests. Carl Peterson, CPA, is Vice President of Small Firms at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Rosie McKeown is Lead Manager and content strategist for AICPA & CIMA (UK). 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. From late May 2021 the new resources, IFP Essentials: Gig Economy Guidance & Tools, will be available for AICPA members on www.future.aicpa.org and rolled out to CIMA members in the second half of 2021. In the meantime you can hear from one of the contributors, Josh Lance CPA at Engage when he presents ‘Becoming an Entrepreneurial Accountant’ 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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

The disruption is the moment a client knocks on the door... (Your) answer CAN'T be "I don't know what to do!" Concluding this 3-part blockchain special, CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to returning guest Ron Quaranta, Chairman of the Wall Street Blockchain Alliance (WSBA). They explore some of the most recent developments in blockchain and look ahead at what’s to come. Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. This 3-part mini-series explores some of the latest advances with leading subject matter experts, specially recorded in the run-up to our annual Blockchain Symposium.  Resources. Use these links to find out more about this topic or access free guidance and resources to implement in your own team or organisation.  Stablecoin Primer - https://www.wsba.co/Stablecoins-A-Primer-for-the-Accounting-Professional.html Stablecoin Advanced Considerations - https://www.wsba.co/stablecoins-20---advanced-considerations.html CBDC Accounting Paper - https://www.wsba.co/uploads/3/7/9/4/3794101/wsba_cbdc_accounting_paper_-_october_2020_-_final.pdf 2020 Blockchain in Accountancy Report - https://www.cpa.com/whitepapers/2020-blockchain-symposium-emerging-technology-maturing-real-world-applications-expand Navigating the World of Crypto Tax Reporting - https://www.cpa.com/whitepapers/navigating-world-crypto-tax-reporting AICPA Blockchain Resources - https://www.aicpa.org/interestareas/informationtechnology/resources/blockchain.html The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the business and technology arm of AICPA & CIMA.  Ron Quaranta is the Founder and Chairman of the Wall Street Blockchain Alliance, the world’s leading non-profit trade association promoting the comprehensive adoption of blockchain technology and crypto-assets across global financial markets. ​With almost three decades of experience in the global financial services and technology industries, he was named in the Top 100 Most Influential People in Accounting list by Accounting Today in 2018.  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 LinkedIn connections, send it to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Globally, cryptocurrency transactions is a new booming area and a lot of countries are shifting their attention ... to capture that revenue" " CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Amy Miller, Senior Manager for Tax Policy and Advocacy at AICPA & CIMA. They explore the most recent advancements in regulatory changes as it relates to cryptocurrency, and how new tax provisions impact accounting firms. Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. This 3-part mini-series explores some of the latest advances with leading subject matter experts, specially recorded in the run-up to our annual Blockchain Symposium.  Resources. Use these links to find out more about this topic or access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app). 2020 Blockchain in Accountancy Report  Navigating the World of Crypto Tax Reporting AICPA Blockchain Resources  The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the business and technology arm of AICPA & CIMA.  Amy Wang Miller is a member of the American Institute of CPA's (AICPA) Tax Policy & Advocacy Team whose mission is to serve the public interest by assisting AICPA members to be the most trusted professional providers of tax services, and by advocating sound tax policy and effective administration. 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 LinkedIn connections, send it to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Bitcoin is the 'Kleenex' of cryptocurrency - the one that people hear about on the news - but it's just a gateway." Blockchain is one of the many emerging technology trends that have the potential to disrupt the accounting and finance role. We explore some of the latest advancements in this three-part series with leading subject matter experts.  Part 1 outlines the complexities and best practices of crypto asset management. In the run-up to our annual Blockchain Symposium, CPA.com's Senior Director (Strategy and Innovation) Kacee Johnson talks to Lukka CEO Robert Materazzi.  Talking Points. These are some of the issues and topics we cover in our conversation.  Bitcoin recently hit an all-time high of over $61k. What is going on right now to cause the surge?  How to talk about volatility. What are regulators in the US as well as abroad doing to account for this? What is the driving force behind what's made crypto so complex today? Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. (Can't see embedded links? Try via a different podcast app). Webinar " Preparing for 2020's Crypto Tax Reporting & Compliance Season" Crypto Tax Checklist  2020 "Blockchain in Accountancy" Report Navigating the World of Crypto Tax Reporting  AICPA Blockchain Resources  The Voices. Connect with the people behind the conversation. Kacee Johnson is a Senior Director for Strategy and Innovation at CPA.com, the technical arm of AICPA & CIMA. CPA.com has formed a strategic alliance with Lukka to deliver crypto asset solutions to firms. Robert Materazzi is CEO of Lukka, a New York-based crypto asset software and data solutions provider which built the world’s first commercial virtual currency tax-calculator. Lukka partnered with CPA.com to develop ‘LukkaTax for Professionals’ – a virtual currency tax preparation tool built specifically for accountants.  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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Add your comments below, or email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Now there's an ENFORCEABLE means to make sure that these suppliers are being assessed..." Guest-hosted by Steve Ursillo with Troy Fine and Matt Gilbert, this conversation is a good start to understanding CMMC, a complex and increasingly crucial component of top-level cybersecurity. It's especially crucial for companies needing to support compliance in the US Department of Defence environment, which we'll cover in this forthcoming AICPA webinar. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Boost your security expertise; consider this April's CMMC Framework webinar (discounts for members available).  Download this free CMMC Level 3 Assessment Guide. Find technology and cybersecurity resources on the AICPA Technology Hub. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. The Voices. Connect with the people behind the conversation. Based in Rhode Island, USA, returning guest host Steven Ursillo is Partner with Cherry Bekaert LLP Washington-based Matt Gilbert is a principal in Baker Tilly's risk advisory practice. He leads their Cybersecurity Maturity Model Certification (CMMC) and Government Contractor IT Risk suite of services. Troy Fine joined from Pittsburgh, USA. He is a SOC 2 Audit Expert and Cybersecurity Expert who manages the execution of information security and cybersecurity attestation engagements with CPA firm Schneider Downs.  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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Things have never slowed down as much while CHANGE has never been so fast" Today, 23rd of March 2021, was the date one year ago that we in the UK went into the first Corona virus lockdown. That's why our show notes contain links to two compilations of our most downloaded episodes relating to how businesses - and the professionals who run them - are remaining resilient and relevant. The first playlist focuses on disruption, the second on the pandemic. Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Browse Coronavirus-related content on our new unified portal at Future.aicpa.org. 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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Women have accounted for nearly 56% of the workforce exits since the start of the pandemic... across all industries and all professions". This IWD2021, we look through new research about the challenges facing women in the profession today with Shelly Frazier, a Senior Manager for AICPA & CIMA's Diversity & Inclusion team. Shelly is also staff liaison for the AICPA Women’s Initiatives Executive Committee and will be appearing in the forthcoming March 23rd 'Forging The Path' webinar (AICPA & CIMA member discount applies). Talking Points.  the effects of the pandemic that threaten the progress made by women, the new challenges faced by professional women in the USA. the additional barriers it creates that are unique to them. choosing to challenge - or not. Our Guest. Connect with Shelly Frazier via LinkedIn here. 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. Explore this topic on future.aicpa.org. See Shelly's blog post for IWD2021 here. Read the "20 Most Powerful Women in Accounting" Report Consider this 'Forging the Path' webinar (paid for). See our IWD21 video. 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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"The key to a business's future is CREATIVITY, not coding". How does a business move beyond spreadsheets while still using data more effectively? What cloud-integrated, process-automation tools can be built without needing any knowledge of code? This week's perspectives come from the city of Surat in India, from where we're joined by Rachit Khator, Founder of Stackby.com. Stackby is a collaborative database platform that helps non-technical people create and customize their own software.  Talking Points.  What an API actually is. Ways a business could “unbundle” from spreadsheets. Why the key to a business's future is creativity, not coding. Some useful, common spreadsheet skills that will help leave spreadsheets behind. Our Guest. Based in Surat, India, Rachit Khator holds dual Master’s degrees and spent 4 years working in Venture Capital and Product Management for a large Fortune 500 in the USA. He's worked with over 15+ technology startups and, after years of dealing with multiple spreadsheets and applications, returned to India in 2018 to build Stackby.  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. Explore this topic on future.aicpa.org. Get templates on the Stackby website, join their new 'Maker' community which launches shortly, or invite people in the finance and accounting profession to start converting their own process-templates into future-ready templates. Sign up for free at www.stackby.com and use it for free forever.  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 LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. 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. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)