FLP, the Finance Leadership Podcast

"The past 100 days haven't been a blip. They've been an ACCELLERATOR" To understand adaptive leadership, it's best to hear from the leaders themselves and the people that know them best. Our guests are C-Suite coach Gretchen Pisano, CEO of pLink Leadership, and Clar Rosso, EVP for Learning and Development (AICPA & CIMA). This podcast is a special audio version of this June's ENGAGE 2020 kick-off video webinar.   OUR GUESTS Clar Rosso (MA) is based in North Carolina and is the Executive Vice-President of Engagement & Learning Innovation at AICPA & CIMA.  Gretchen Pisano is co-founder and CEO of pLink Leadership 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)

"Ultimately, we ALL have a role in making people grow and be successful." Barry Payne is Director of External Relations for Management Accounting at the Association of International Certified Professional Accountants (AICPA & CIMA). In this audio version of his recent pre-ENGAGE 2020 conference webinar, he explores how to develop the finance talent in an organisation by putting people first. OUR GUEST Barry Payne is Director - External Relations, Management Accounting at the Association of International Certified Professional Accountants. Connect with him on LinkedIn or email him directly at Barry.Payne@aicpa-cima.com. RESOURCES. Use the CGMA Competency Framework to help guide a structured conversation on learning with your staff our your manager and build a learning plan of your own. Programs such as the CGMA Finance Leadership Program enable the development of critical competencies. The program’s online, personalised learning experience helps finance professionals to develop the necessary digital, technical, business, leadership, and people skills. The Association (AICPA & CIMA) offers several resources to help finance and accounting professionals grow their data analysis skills. These include: Our data analytics certificate program (a portion of which is free to members through the AICPA’s Digital Mindset Pack and CIMA’s Digital Mindset Pack). Journal of Accountancy article Perceptions about analytics-aided audit quality. Go Beyond Disruption Podcast: Using data analytics to drive today’s businesses and train tomorrow’s accountants with Rich Fox of Apex Parks Group. An interactive brochure that highlights how to leverage data to drive decision-making. 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)

"You can't rely on the changes that kept you operational to keep you secure AND compliant." This week is the inaugural episode of our monthly Cybersecurity Advisory series. We explore key technology challenges as businesses consider how to implement a seamless environment that supports work from home or in the office. Hosted by Steve Ursillo of Cherry Bekaert, the panel includes Les Nettleton of Bourgeois Bennett, and Daimon Geopfert of RSM. 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)

"Define your professional success through self-reflection and remembering back to your old jobs. But it's about what you FELT in it, and what you ENJOYED about it." How has the current situation changed the way we look at our current jobs, and how does it impact the plans we’re making for the next ones? London-based Arun Coumar is a career coach, strategic planning consultant and author who works with high-performing career-starters. He shares his perspectives on how it's important to take a step back towards yourself before you resume your journey forward. RESOURCES. Connect with Arun via his website at https://www.findprofessionalsuccess.com or on LinkedIn at https://www.linkedin.com/in/aruncoumar. He also referenced Cultivated Culture and Career Sidekick.  Find pandemic-related guidance on the AICPA coronavirus resource centre at www.aicpa.org/coronavirus. There's 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'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)

"Now more than ever, it's important that we ENGAGE and we talk to each other." What innovations and new approaches are finance professionals deploying to weather the pandemic? Hear three more 'Here Together' lockdown experiences, drawn from a large collection of video messages shared by CIMA members and students across the UK and around the world. Introduced by Megan Beamish from AICPA & CIMA's UK office. RESOURCES. Watch our new "Here Together" video and all member and student stories. Latest CIMA news always here at www.cimaglobal.com/uknews. AICPA coronavirus resource centre at www.aicpa.org/coronavirus. 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 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, 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)

"Resilient companies actually SUBSTANTIALLY out-performed competitors...in coming out stronger." The first of our Oracle "Agile Finance" series, this is an edited audio version of a recent video webcast. It explores how CFOs and finance organisations can build financial resiliency and return their business to scale. Hosted by Ashok Noah of AICPA & CIMA, the panel includes Kyle Hawke of McKinsey, and Matt Bradley of Oracle. OUR GUESTS Ashok Noah is Managing Director of CGMA Learning, Education & Development, at AICPA & CIMA. Kyle Hawke is a Partner at McKinsey and Company in Washington DC. Matt Bradley is SVP, Development at Oracle Corporation. RESOURCES. AICPA coronavirus resource centre at www.aicpa.org/coronavirus 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 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, 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)

"Actionable insights on a topic impacting firms and, really, ANY growing organisation". A bumper episode for any certified professional accountant who wants to innovate and grow their practice. Steven A. Menges (AICPA & CIMA, CPA.com California) presents this special compilation of interviews from CPA.com's "Modernising Your Practice" audio and content series. There's plenty of global relevance in this in-depth, new collection of best practices from the US accounting profession. Hear and share the individual interviews at CPA.com/MYP. Segment 1 (starts at 02:15). Rebecca Toffolon, from the Accountants Professional Liability Claims department at corporate insurance giant CNA, takes us through some eye-opening numbers from claim data. She discusses key insights for accounting firms to use to protect themselves.  Segment 2 (starts at 17:40). Steven is joined by Laura Lapidus and  Timothy Domanick  They discuss employment practices liability (EPL) risk, a topic that is especially important to growing firms in this new remote working era.  Segment 3 (starts at 55:55). CPA.com’s Matt Towers digs into “Matters for Consideration” as well as considerations for building a quality and risk-wellness plan. His guests are Richard Hill, Kristy Illuzzi, and Mike Glynn. TOPICS. 1) The Cost of Liability Risk. Lawsuits and claims and potential claims (oh my!) The “Pain Period” – a new statistic every firm should know Severity: How much, why, and who; key indicators for which to watch (and avoid) 2) Fast & Furious (& Safe) Firm Growth: Managing EPL (Employment Practices Liability) Risk. EPL and employment law issues Good firms gone bad: Discrimination, harassment, and still charting at #1: Retaliation Tips to both stay true and avoid EPL risk as you grow 3) Matters for Consideration: A CPA Firm Quality and Risk Wellness Plan Discussion. Importance of building a firm quality wellness plan what firms can do to begin creating and executing against a plan right now What matters come up when auditors review their peers? OUR GUESTS. Rebecca Toffolon, JD, Assistant Vice President, Accountants Professional Liability Claims, CNA. In addition to her law degree, Ms Toffolon has an M.S. in Negotiation and Conflict Resolution from Columbia University and she uses both when firms get sued.  Laura Lapidus* is an employment attorney and the Management Liability (EPL) Risk Control Director at CNA. Timothy Domanick is Principle at Jackson Lewis P.C, a preeminent workplace law firm. Richard Hill has been a peer reviewer for over 25 years and is managing partner at Mitchell Emert & Hill, P.C. in Knoxville, Tennessee Kristy Illuzzi is Senior Technical Manager and Staff Liaison to the AICPA’s Technical Issues Committee Michael Glynn is Senior Manager, AICPA Audit & Attest Standards Team. FURTHER RESOURCES SEGMENT 1. GoBeyondDisruption (Episode 88) “Modernising Your CPA Practice” “Be Aware or Beware: Common Indicators of High Severity Claims” On-Demand webinar presented by Sarah Ference, CPA and Rebecca Toffolon, Esq. Download the webinar. CNA.com AON.com Statements on Quality Control Standards SEGMENT 2. CPA.com/MYP U.S. Equal Employment Opportunity Commission (EEOC) EEOC Americans with Disabilities Act (ADA) – Q&A ADA Update: A Primer for Small Business EEOC Charge Statistics (Charges filed with EEOC) FY 1997 Through FY 2019 EEOC Litigation Statistics, FY 1997 through FY 2019 EPL insurance and EPL articles - CNA Jackson Lewis Coronavirus/COVID-19 Resources Jackson Lewis Insights Blogs Jackson Lewis Insights Workplace Law Publications CNA Insurance for Accountants AICPA EmployerGard CNA’s Beyond HR (note: password protected site for CNA policyholders) Five Important Reasons for Employment Practices Liability Coverage - CNA Risk Control Bulletin Computing in Comfort for Telecommuters - CNA SEGMENT 3. Peer Reviewer Alert AICPA Technical Hotline Statements on Quality Control Standards CPEA (Center for Plain English Accounting) Preparation, Compilation, and Review Engagements Guide (note: purchase required) OnPoint PCR SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? 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, 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) * Ms. Lapidus’ opinions are her own:  they should not be construed as legal advice; they are not solicitations to buy insurance; and they do not necessarily reflect those of the positions of the CNA insurance companies.  Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions, and exclusions for an insured in the context of a specific claim situation.

"We're all HUMAN... doing our best to ensure there's continuity in our various businesses and in our lives." When we first posted our 'Here Together' video, it was shared online alongside dozens of personal video messages from CIMA members and students across the UK and around the world. And as the pandemic continues to impact us all, more of them are being added. This week, Megan Beamish (AICPA & CIMA, UK) introduces three of them: from Manchester, Edinburgh, and Greater London. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== RESOURCES. Watch our new "Here Together" video and all member and student stories. Latest CIMA news always here at www.cimaglobal.com/uknews . AICPA coronavirus resource centre at www.aicpa.org/coronavirus 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 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, 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)

"For those waiting to get recognised or be promoted, now is NOT the time to be humble or shy." Covid-19 has changed almost everything. Global unemployment rates are at record highs and professionals need to remain relevant whether seeking progression internally, or looking for a new opportunity outside their current organisation. Beth Berk is a Washington-based recruiter in the finance and accounting sectors. Clar Rosso is EVP of Engagement and Learning Innovation at AICPA &  CIMA.  Together, they bring two complementary perspectives on one issue: career progression in troubles times. ====== ENGAGE 2020 is the premier online event for accounting and finance professionals. This year, ENGAGE is 100% virtual, and runs from July 20 to 24. FIND OUT MORE AND REGISTER HERE ====== TALKING POINTS. Internal up-skilling Staff development Balancing ambition and action Mentoring and continuous professional development LinkedIn and CV Basics The WEF top 10 skills of the future. RESOURCES. World Economic Forum "Ten Future Skills" Engage 2020 Online Conference SHARE WITH YOUR NETWORK. Know someone who should hear this podcast? 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, 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. 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)

"Covid-19 has really highlighted the need to ensure that supply chains are lean, agile and built around COLLABORATIVE relationships." Like almost all businesses, the retail sector has been hard hit by the pandemic lockdown. While the coronavirus disruption isn’t permanent, it’s nevertheless a critical test of an organisation’s resilience which could help make it stronger in the long term. Resilience and flexibility are now more important than ever, so how do business leaders improve this? Our guests are accounting academics Professor John Cullen and Professor Lisa Jack, and they share some useful findings from their years of research into best practices in the management of retail returns. This will be of particular interest to accounting and finance professionals who work with clients in the process improvement, logistics, scenario-planning or supply chain-management sector.  TALKING POINTS. Ensuring and delivering value through financial control. Where accountants can help things work more smoothly between cross-functional teams. How to navigate uncertain times. How to embed the best accounting principles into processes. Tools and resources that can help. RESOURCES. Download the report and presentation “Buy Online, Return in Store - No such thing as a free return”. Get the 2018 reverse logistics diagnostic toolkit. Explore CIMAGlobal research papers. The Task Force coronavirus technology resource page AICPA coronavirus resource centre at www.aicpa.org/coronavirus 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 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, 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. 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)