PODCAST

Journal of Accountancy Podcast

AICPA & CIMA

The Journal of Accountancy podcast discusses the key issues facing the accounting profession.

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All Episodes

14:52

The risks of quick‑turn SOC engagements and what CPAs...

Journal of Accountancy Podcast ·

2026/04/30

System and Organization Controls (SOC) reports are examinations performed by CPAs in accordance with the AICPA's Statements on Standards for Attestation Engagements to evaluate the controls over customer data that service organizations such as cloud providers or payroll processors have in place. SOC reports provide independent assurance to the service organization's customers, aka user entities, that those controls are suitably designed and operating effectively. The entrance of technology vendors

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20:57

How to start a CPA practice: Lessons from a firm...

Journal of Accountancy Podcast ·

2026/04/23

Starting a CPA firm can be both exciting and daunting, with financial, operational, and personal risks along the way. In this Journal of Accountancy podcast episode, Michael Meihaus, CPA, founder of Meihaus CPA, shares what he learned after launching his practice. Alvin Fennell, vice president and senior risk adviser at Aon, adds a risk-management perspective on what new firm owners must plan for from day one. Together, they discuss practical steps, common blind spots, and how CPAs can balance

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22:30

A Machu Picchu moment and what it means for aging and...

Journal of Accountancy Podcast ·

2026/04/16

Younger generations are rethinking retirement — considering more flexibility and well-timed breaks over a traditional model of holding a job until a certain age and then stopping work. Kelley Long, CPA/PFS, joined the Journal of Accountancy podcast to discuss how modern financial planning is changing. She also explains how health savings accounts can support career flexibility and reduce reliance on employer‑sponsored health insurance later in life. Long will explore these topics further in June

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08:44

What small firms are getting right about tech and why...

Journal of Accountancy Podcast ·

2026/04/08

Small CPA firms play a critical role in the accounting profession, and new tools are helping them compete, innovate, and grow. In this episode of the JofA podcast, Stephanie Otero, CPA, the AICPA's vice president–Small Firm Advocate, discusses why small firms matter, how AI and automation are leveling the playing field, and where innovation thrives in smaller practices. She references real-world examples and previews the PCPS Small Firm Success Series, a free, CPE-eligible webcast series for AICPA

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13:12

Liability lessons on documentation, high-profile...

Journal of Accountancy Podcast ·

2026/04/02

Sarah Ference, CPA, a risk control director at CNA, joins the Journal of Accountancy podcast to discuss recent topics of the JofA's Professional Liability Spotlight column. The conversation covers lessons learned from claims involving bankrupt clients, the importance of strong and consistent documentation, and the particular risks associated with serving high-net-worth or high-profile clients. The episode also highlights the April column on writing effective engagement letters for client advisory

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13:13

The surprising way one CFO grows her network and her...

Journal of Accountancy Podcast ·

2026/03/26

Wassia Kamon, CPA, returned as a guest on the Journal of Accountancy podcast to preview her sessions at the CFO Conference and ENGAGE. Kamon also discussed the growing expectations placed on today's CFOs and how those expectations helped shape one of her conference sessions. Kamon also reflected on how launching her podcast, The Diary of a CFO, has expanded her network and grown her knowledge. What you'll learn from this episode: Kamon's summary of her session with Paul Young at the CFO Conference

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16:44

Ancient Greece to AI: The past and future of bank fraud

Journal of Accountancy Podcast ·

2026/03/19

David Stone, CPA, CFE, MBA, is the author of the most recent FVS Eye on Fraud report. In this episode, Stone, senior manager–Financial Services Practice Group at BerryDunn, shares insights from the report, which focuses on internal and external fraud risks facing financial institutions. Stone explains how long‑standing schemes — from misuse of dormant accounts to persistent check‑fraud activity — continue to evolve even as institutions strengthen their controls. Stone, a graduate of the AICPA

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17:35

Tax advocacy: AICPA experts on new bills shaping tax...

Journal of Accountancy Podcast ·

2026/03/12

Two AICPA tax experts from the Washington, D.C., office joined the JofA podcast to discuss a recent Government Accountability Office report on paid tax return preparers and why its findings matter during a busy filing season. Melanie Lauridsen, vice president–Tax Policy & Advocacy, and Todd Sloves, director–Congressional & Political Affairs, break down bipartisan legislation in Congress — including the TAS Act — and explain how its provisions could strengthen oversight and modernize IRS processes

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08:23

Summing up economic sentiment and concerns about...

Journal of Accountancy Podcast ·

2026/03/05

Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That's one conversation topic in the latest Journal of Accountancy podcast episode. In the episode, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, break down the sentiment about the domestic economy, the global economy, and respondents' companies. The discussion also touches on top challenges,

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17:38

Talent shuffle: Why people want to change jobs and...

Journal of Accountancy Podcast ·

2026/02/26

At several points over the past six years, employee retention has ebbed and flowed. In part, workforce trends have been tied to the COVID-19 pandemic hastening the predominance of remote and hybrid work. And, more recently, economic uncertainty has contributed to employee sentiment. On this episode of the Journal of Accountancy podcast, two Robert Half executives discuss general hiring trends and the outlook for accounting and finance roles. Additionally, they examine the dynamics of promoting

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13:21

Inside the AICPA's effort to enhance the skills of...

Journal of Accountancy Podcast ·

2026/02/19

Early this month, the AICPA launched its Profession Ready Initiative. In this episode of the JofA podcast, Carl Mayes, CPA, the AICPA's vice president–CPA Candidate Quality and Competency, explained more about the initiative and why a rapidly changing workplace demands new skills from emerging and early-career CPAs. He discussed how automation, AI, and offshoring are reshaping entry-level work — and how Rise2040 research is informing the initiative. Listeners will learn how to get involved, what's

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14:23

Lessons in internal control lapses from major fraud...

Journal of Accountancy Podcast ·

2026/02/11

Tammy Thomas, CPA/CFF, CGMA, is a co-author of the most recent FVS Eye on Fraud report, focused on the importance of internal controls preventing employee embezzlement. In this episode, Thomas breaks down how failures in segregation of duties allowed two major embezzlement schemes to persist for years. She explains how small control gaps and role consolidation can quietly erode an organization's defenses. Thomas also outlines how deadline pressure and resource constraints can unintentionally

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12:50

Differentiating agentic and generative AI — and more...

Journal of Accountancy Podcast ·

2026/02/05

In this episode, Wesley Hartman, co‑author of the Journal of Accountancy's Technology Q&A column, discusses how AI is reshaping work for accounting firms. He explains the difference between generative and agentic AI and why both matter for firm workflows. Hartman also outlines the most pressing AI risks for CPAs, including hallucinations and emerging deepfake‑driven scams, which he wrote about in the February Tech Q&A. He closes the conversation with practical guidance for adopting AI tools

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09:57

Why stablecoin controls create a solid foundation in...

Journal of Accountancy Podcast ·

2026/01/29

A new episode of the JofA podcast breaks down the AICPA's updated criteria for stablecoin controls, explaining what issuers and practitioners need to know as regulatory expectations evolve. This episode explores how revised AICPA stablecoin criteria support more consistent reporting, disclosure, and control assessments across a rapidly developing digital asset landscape. What you'll learn from this episode: Why the AICPA developed updated criteria for stablecoin controls and how they complement

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17:21

Accountability the 'No. 1 thing' and other...

Journal of Accountancy Podcast ·

2026/01/22

In this episode, former AICPA Chair Bill Reeb, CPA/CITP, CGMA, reflects on more than 40 years in the profession and why he believes accountability is the starting point for a successful leadership effort. Reeb, speaking from the Digital CPA Conference in December, discusses how momentum, clarity of direction, and facing fear help leaders navigate today's rapid pace of change. He also addresses technological shifts including the rise of artificial intelligence and explains why a book he wrote

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13:12

Tom Hood on AI, hybrid work, and other 2026 themes...

Journal of Accountancy Podcast ·

2026/01/15

On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delving into how AI and hybrid work might affect accounting this year and beyond. "Now we're going to be talking about managing AI agents in finance and accounting," Tom Hood, CPA/CITP, CGMA, said. "That's going to be a whole different world, and it's going to be exponential in what we can do with it." Hood, the AICPA's executive vice president–Business

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13:13

Getting unstuck by rethinking processes, people, and AI

Journal of Accountancy Podcast ·

2026/01/08

Samantha Bowling, CPA, CGMA, managing partner of GWCPA, shares how her firm eliminated busy season, limited hours, and improved morale while still meeting client needs. She also explained how thoughtful use of AI can support advisory services, boost efficiency, and help small firms get "unstuck." This episode of the JofA podcast was recorded at Digital CPA in National Harbor, Md., in December 2025. What you'll learn from this episode: The steps Bowling's firm took to eliminate traditional busy

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10:10

Are CPA firms ready for the next wave of data...

Journal of Accountancy Podcast ·

2025/12/17

Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and the advice CPAs can gain from them. In particular, Ference details data security preparedness, the value of engagement letters for tax-compliance services, common audit claims and defenses, and more. Editor's note: This episode is the JofA podcast's last until Jan. 8. n October: Are You Prepared for the Cost of a Data Security Incident? n November:

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11:02

Why 2026 is another 'big tax year'

Journal of Accountancy Podcast ·

2025/12/11

Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday from the Digital CPA Conference, offering context on the most recent government shutdown and on how a potential shutdown early in 2026 could affect IRS services. The interview was conducted one day after the IRS released guidance for health savings accounts. Guidance related to H.R. 1, P.L. 119-21, the law commonly known as the One Big Beautiful Bill Act, was also part of the conversation. In

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04:13

Where CPAs stand on economic sentiment, what's next...

Journal of Accountancy Podcast ·

2025/12/04

What's the view of finance executives about the U.S. economy and their own businesses? And what's the latest from the IRS on new Trump accounts? Find out more in this quick-hitting episode that summarizes several topics, including the December digital edition of the magazine. What you'll learn from this episode: A summary of CPA decision-makers' sentiment about the economy and their own businesses. The planned publication schedule for JofA podcast episodes in December and early January. A mention

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