FLP, the Finance Leadership Podcast

"It's very important to get your PATIENTS involved in understanding what good security-stewardship means." In the fourth of our Cybersecurity Advisory series, a panel of experts explores the economic and technological challenges facing the health care industry as a result of the COVID-19 pandemic.  Host Jeff Krull of Baker Tilly is joined by Jerry Ravi, Bert Orlov, and Steve Bisciello of Eisner Amper. Talking Points. These are just some of the topics discussed in this episode. How the pandemic has impacted on the economics of the healthcare industry and their use of technology. What the long term implications may be. What that impact - and the potential impact of the technology - changes from a security and HIPAA perspective.  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. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. 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)

" This is a great time to make a list of top-of-mind PEOPLE who you haven't spoken to in a while." Returning guest Julie Holunga is a leadership trainer, speaker and author who works with corporate women, primarily in the legal, accounting, technology, and professional services fields. Speaking from Denver, USA, she tells the AICPA's Scott Kellam why it's so important to 'reset' the way we work. They discuss ways to rekindle work productivity and suggest how to stay in touch - and in sync - with colleagues. RESOURCES. Find out more about Julie at julieholunga.com. Julie will be speaking at a TedX event this November 14th. Get free pandemic-related guidance from our coronavirus online resource centres for the global AICPA and CIMA communities. SHARE WITH YOUR NETWORK. 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. 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're keen 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews and @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"There are lessons that we ALL can learn from this fairy tale". Lynn Fountain (CPA, CGMA, CMA, MBA) is a finance professional, author, and an international leadership and management trainer who brings a unique perspective to our conversation. We discuss what the keys to leadership are, and how we can find them by using the story of  The Wizard of Oz. RESOURCES. Find out more about Lynn Fountain on her website at https://www.lynnfountain.net.  Read her blog post "Finding the Leader Within" Rediscover the story of The Wizard of Oz. Get free pandemic-related guidance from our coronavirus online resource centres for the global AICPA and CIMA communities. SHARE WITH YOUR NETWORK. 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. 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're keen 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews and @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Getting newer and younger existing staff...ENGAGED ...is never more important than it is today." CPA.com's Steve Menges returns to conclude our two-part exploration of how CPA practices can virtualise their operations.  He shares practical examples to help others choose their own paths to business-virtualisation. OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernising Your Practice" initiative. Connect with him on Linkedin here. RESOURCES CPA.com is a leading resource to empower CPAs in the digital age. A Distributed, More Virtual CPA Firm and A&A Practice – Curated A&A Firm Resources Discover the OnPoint PCR solution, the precursor to DAS (the Dynamic Audit Solution). A&A Business Continuity in 2020. Transitioning to a Distributed CPA Firm: Educational Videos, 6 curated sessions including "simplify-to-innovate" insights from FutureThink CEO Lisa Bodell. We featured clips from this live webinar featuring Jason Miller (Partner) and Meg Hampton (Audit Supervisor) at Anglin Reichmann Armstrong.  Modernising Your Practice features experts curating clarity around complex legal, compliance and liability risk topics for firms of all sizes   SHARE WITH YOUR NETWORK. 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. 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"We're seeing more stories now where information is being compromised - when it should NOT be - in this new work from home environment." In the third episode of our monthly Cybersecurity Advisory series, host Jim Gilbert, CPA, CITP, CGMA is joined by Audrey Katcher of Rubin Brown LLP and Jeff Olejnik of Wipfli LLP.  In an ever-changing data environment, they explore the shift in focus for Boards of Directors (BoDs) to business continuity, security and risk management.  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. Find technology and cybersecurity resources on the AICPA Technology Hub. Discover more detailed information and guidance about Cybersecurity and Information Security. Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Can't see the links? Visit https://future.aicpa.org/topic/technology and https://www.aicpa.org/coronavirus. 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)

"A lot of fast-growing large tech companies want to ELEVATE their accounting teams...through automation." We talk bots and RPA with Gappify, an accounting-automation startup based in San Francisco. Kyle Hannan (AICPA &  CIMA, London) is joined from New York by Gappify CEO and founder Jotham Ty, and Sales VP James Hall.  RESOURCES. Find out more about Gappify Watch this AICPA & CIMA video about the use of robotic process automation in auditing.  Read about the impact of bots in these articles from Gartner and McKinsey There's pandemic-related guidance on the AICPA coronavirus resource centre at https://www.aicpa.org/coronavirus and also the CIMA coronavirus resource centre at https://www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. 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. 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're keen 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"In 2020, change in key areas is NO longer optional." The first in a two-part exploration of how CPA practices can virtualise their operations. CPA.com's Steve Menges outlines the steps that firms can take right now to holistically digitise services, drive efficient high-quality work, and bring even more value to clients.  OUR GUEST Steven Menges is a CPA.com strategic advisor supporting the product team for audit and assurance (A&A) Cloud-based solutions. He is a tech evangelist and a business-growth expert who also leads the AICPA's "Modernizing Your Practice" initiative. Connect with him on Linkedin here. RESOURCES A Distributed, More Virtual CPA Firm and A&A Practice – Curated A&A Firm Resources CPA.com is a leading resource to empower CPAs in the digital age. A&A Business Continuity in 2020. Transitioning to a Distributed CPA Firm: Educational Videos. We featured clips from this LinkedIn Live session as Kim Moore, Director of Audit at Summit CPA Group, shares practical advice for auditing firms trying to adjust to remote working conditions.  Modernizing Your Practice features experts curating clarity around complex legal, compliance and liability risk topics for firms of all sizes   SHARE WITH YOUR NETWORK. 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. 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Be very clear about the PURPOSE of a finance function in a business and how can you be increasingly purposeful in your role" Rebecca McCaffry, author of a new research report ‘Finance Transformation, the Human Perspective’, introduces highlights from the report’s launch in Dublin earlier this year. At the event, a panel of industry experts shared their perspectives on the skills needed by finance teams, and how to develop them. THE PANEL KPMG partner Gavin Donaldson, whose expertise includes finance function optimisation. Frances Howat, head of capability development for finance at BP Bernie Cullinan, CEO of Pragma Advisory, which specialises in strategy, organisational development and people management Chaired by CIMA chief executive Andrew Harding Report author Rebecca McAffry. RESOURCES Download the report and learn about our research into the human elements of finance transformation. Find out more here. SHARE WITH YOUR NETWORK. 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. 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"It's a situation that's been exponentially exposing us... at THIS time." In the second of our new monthly Cybersecurity Advisory series, host Jerry Ravi of EisnerAmper LLP is joined by Daimon Geopfert of RSM, and Audrey Katcher of Rubin Brown LLP. They discuss data security and resilience, risk, and regulatory compliance in a changing data environment. These monthly advisories explore key technology challenges as businesses consider how to implement a seamless environment that supports work from home or in the office. RESOURCES. Find technology and cybersecurity resources at https://future.aicpa.org/topic/technology Discover more cybersecurity resources through the AICPA Technology Resource Hub. There's pandemic-related guidance on the AICPA coronavirus resource centre at www.aicpa.org/coronavirus and also the CIMA coronavirus resource centre at www.cimaglobal.com/coronavirus. SHARE WITH YOUR NETWORK. 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. 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're keen 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

"Really good CFOs are able to COMMUNICATE, with people who are not financial experts" What does it take to be a CFO? How do you get that type of role? What does it mean to work at Board level? And how do you make the right kind of impact once you get there? Chicago-based Eileen Kamerick is a Board member of several listed companies as well as a trusted confidante to CEOs and Directors in Advisory and CFO roles. She shares some exclusive insights into her forthcoming Finance Track session at ENGAGE 2020.   OUR GUEST Eileen Kamerick is a Fellow of the US National Association of Corporate Directors Board Leadership, as well as an SEC Financial Expert. She currently serves as a Board of Directors Member for three NYSE corporations and one LSE corporation, and has held several corporate Senior Advisor and CFO roles with leading multi-nationals. Connect with her on LinkedIn here. SHARE WITH YOUR NETWORK. 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. 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, we hope that the insights will 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. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)