PODCAST

Journal of Accountancy Podcast

AICPA & CIMA

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

business business news

All Episodes

25:16

FP&A: A new niche — and an expanded definition

Journal of Accountancy Podcast ·

2022/03/31

Chris Ortega is speaking on multiple topics at AICPA & CIMA ENGAGE in June. One topic is a guide for CFOs on people and process optimization. Ortega, CEO of the consulting firm Fresh FP&A and a regular speaker at financial planning and analysis events, delves into the critical role CFOs played at the start of the pandemic and why he says FP&A practices are evolving. Also, hear his advice about vulnerability and taking chances and more. Plus, get a summary of recent JofA news coverage on these

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18:47

Audit transformation: Automation is one small step in...

Journal of Accountancy Podcast ·

2022/03/29

Transformation of the audit goes beyond simply automating rote tasks, as Amy Pawlicki, vice president–Assurance and Advisory Innovation at the Association of International Certified Professional Accountants, explains in this episode. She details some of the ways that audits can be more data driven while still complying with standards. The interview with Pawlicki is part four of a series on audit evolution in action. Here are links to the previous three parts: An introduction to the topic,

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11:28

New strategies to grow the profession’s pipeline

Journal of Accountancy Podcast ·

2022/03/24

In the midst of the Great Resignation, organizations need continued vigilance when it comes to recruiting job candidates. As it relates to the hiring of CPAs, this episode touches on advice and a new program that can help businesses cast a wider net for talent. Beth Berk, CPA, CGMA, writes in a recent Journal of Accountancy article that “hiring professionals need to go about their recruiting efforts differently than they did in years past.” The article offers reminders and strategies for identifying

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17:53

Advice for building strong personal connections in a...

Journal of Accountancy Podcast ·

2022/03/22

Steven Harris was not always the outgoing firm leader he is today. Harris, the subject of The Last Word in the March issue of the Journal of Accountancy, said he struggled to connect with other professionals early in his career, but once he learned to be vulnerable and to listen, he was able to form strong bonds. Harris calls that connection breakthrough “magical.” He shares advice on emphasizing collaboration in a hybrid work environment and discusses the talent development tie-in to bringing work

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13:33

Not-for-profit audits in a remote world, plus IRS news

Journal of Accountancy Podcast ·

2022/03/17

A rapid shift to auditing remotely was especially challenging for CPAs who audited not-for-profit entities. Those NFPs might not have had top-of-the-line technology when the COVID-19 pandemic changed so much about the world two years ago, including the ability of auditors to visit client sites. To learn more about the state of remote auditing of NFPs, hear insight from accounting firm principals Kelly Rancourt, CPA, and Deetra Watson, CPA, CGMA. Rancourt works for Clark Nuber, a firm in the Seattle

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18:11

Grappling with Schedules K-2 and K-3

Journal of Accountancy Podcast ·

2022/03/16

K-2 — isn’t that a mountain? K2 is, but to tax professionals and with the hyphen, it’s Partners’ Distributive Share Items — International (and, for S corporations, a similar form), the new schedule filed with the returns of passthrough entities with “items of international tax relevance” and partners in foreign partnerships. Along with its “twin peak” of Schedule K-3, Partner’s [or Shareholder’s] Share of Income, Deductions, Credits, etc. — International, these formidable forms have been much

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13:15

Recruiting, flexible working, and tax season issues...

Journal of Accountancy Podcast ·

2022/03/15

Some issues facing small CPA firms are the same as those facing large firms or other organizations — talent retention, change management, and more. But there are some issues that are specific to small firms, and potentially more acute, as explained in this Journal of Accountancy podcast episode with Carl Peterson, CPA, CGMA, the AICPA’s vice president–Small Firm Interests. Also, learn about recent JofA coverage of criticism of the updated Form 1099-K reporting threshold.

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18:32

The power of technology to change how CPAs think...

Journal of Accountancy Podcast ·

2022/03/10

Amy Vetter, CPA/CITP, CGMA, wrote in 2021 that advanced technology for CPA firms was no longer a nice-to-have option; it’s a requirement. Vetter shared more about the future of tech-enabled CPA work in this podcast episode. In addition to looking forward, she also looked back — all the way to the 1930s, telling a story about her grandfather’s time as a CPA and some of what she learned about him through one simple email.

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15:49

How to make sure your organization is empowering women

Journal of Accountancy Podcast ·

2022/03/08

Tuesday, March 8, is International Women’s Day. To celebrate the day, the guest on this podcast episode is Kimberly Ellison-Taylor, CPA, CGMA, the founder and CEO of KET Solutions and a former AICPA board chair. Ellison-Taylor has seen gains for women in public accounting partnerships, and in business and industry, but she stresses that more work must be done. Ellison-Taylor also explains how women can be self-advocates, how organizations can provide opportunities for advancement, and why she

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10:14

The reasons for positive economic sentiment — and why...

Journal of Accountancy Podcast ·

2022/03/03

CPA decision-makers in business and industry in the United States maintained an overall positive outlook for their organizations, but plenty of factors could sour that sentiment quickly. Hear or read the analysis of Bob Sannerud, CPA, CGMA, a CFO in the Midwest, and Ken Witt, CPA, CGMA, an associate director from the Association of International Certified Professional Accountants, representing AICPA & CIMA. They discuss the reasons for optimism and pessimism in the Business and Industry Economic

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13:21

PowerPoint rules to live by

Journal of Accountancy Podcast ·

2022/03/01

How many slides should be in a PowerPoint presentation? What are some steps to ensure your presentation has a consistent format? Byron Patrick, CPA/CITP, CGMA, has answers to these questions. He’s one of the Journal of Accountancy’s Technology Q&A authors, the general manager at Botkeeper, and someone always looking to improve presentation skills. In this podcast episode, Patrick expands on some of his advanced PowerPoint tips from the November issue of the JofA and discusses ways to avoid common

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17:16

The value of clear, concise written communication

Journal of Accountancy Podcast ·

2022/02/24

Robin Thieme, CPA/CITP, CGMA, the CEO and founder of KBS CFO, was consulting remotely well before she was forced to do so by the COVID-19 pandemic, so communicating with clients who were not in the same room was familiar. Still, the changes society and business experienced in early 2020 forced her to learn new skills and alter her communication style and strategy. In this episode, she shares advice on the value of written communication, why it’s important to continue developing virtual presentation

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19:11

Firm ownership can be intimidating; here’s how to...

Journal of Accountancy Podcast ·

2022/02/22

In the February edition of The Last Word, Ozlem Davis, CPA/CFF, alluded to some aspects of firm ownership as being “scary.” In this podcast episode, she explains more about why she had those fears, how she has overcome them, and how she escapes the pressure of work.

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17:32

Gratitude: How a helping hand can spark a great career

Journal of Accountancy Podcast ·

2022/02/17

Calvin Harris, CPA, senior vice president of finance and CFO of the National Urban League, says he would not be in the position he is in today without the help of numerous mentors. In Part 1 of the conversation, Harris explained why donations at the National Urban League increased in 2020 and what the organization did with that revenue. In Part 2, hear more about the role mentors have played in his career, how he mentors finance professionals, and why diversity initiatives should go beyond press

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10:31

The value of ‘connection to the mission’ for one...

Journal of Accountancy Podcast ·

2022/02/15

Calvin Harris, CPA, the CFO of the National Urban League, is the Journal of Accountancy podcast guest for a two-part conversation this week. In this first part, Harris explains why the National Urban League was well positioned to receive an increase in donations at the onset of the COVID-19 pandemic in 2020, what the organization did with that revenue, and how he approaches retention and development of employees. Also, get caught up on recent JofA coverage of not-for-profits’ focus on technology

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11:40

IRS service issues: What a coalition of tax pros...

Journal of Accountancy Podcast ·

2022/02/10

Tax season is well underway, and the AICPA is part of a coalition asking for the IRS to make tax filing go smoother. The coalition has made recommendations to improve IRS service issues, and in this episode those recommendations are detailed by Melanie Lauridsen, the AICPA’s senior manager for Tax Policy & Advocacy. Also, get a summary of recent news coverage on IRS service challenges and the IRS reversing course on the use of facial recognition.

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13:37

What CAS practice leaders should focus on in 2022 and...

Journal of Accountancy Podcast ·

2022/02/08

“We have to focus on culture,” says Jennifer Wilson, partner and co-founder of Convergence Coaching LLC. She’s talking about firm leaders and how they can better position themselves to take advantage of the growing opportunities related to client advisory service (CAS) offerings. Also, get article overviews on the following news items: A new process for appealing partial PPP loan forgiveness An announcement on IRS staff reassignments. Government warnings about potential cyberattacks. Comments

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19:06

A blockchain glossary, the CPA firm of the future,...

Journal of Accountancy Podcast ·

2022/02/03

Two CPAs are featured in this episode, which also highlights news of a rapid rise in malware attacks related to Microsoft Excel add-ins. First, Di Krupica, CPA, CGMA, of the Association of International Certified Professional Accountants, discusses the creation of the Blockchain Universal Glossary. Next, Mark Koziel, CPA, CGMA, the CEO of Allinial Global, shares some of the ways CPA firms can integrate with technology, how business models and firm structure might change, and more.

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14:52

The 3 components of burnout, and why they are...

Journal of Accountancy Podcast ·

2022/02/01

As humans, “we are wired to see change as a warning sign of danger,” says Britt Andreatta, Ph.D. Andreatta is the author of Wired to Resist and other books, and she is a speaker and consultant to a wide variety of organizations. She was a featured speaker at the Future of Finance Summit, a meeting of finance executives, in December. With all the change and uncertainty people have faced because of the COVID-19 pandemic, employees are, to use another Andreatta description, “crispy.” In this podcast

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29:03

Sales tax: Nearly 4 years after Wayfair, what’s on...

Journal of Accountancy Podcast ·

2022/01/27

Sales tax compliance is complicated and ever-changing. Diane Yetter, CPA, the president of Yetter Tax and the Sales Tax Institute, shares knowledge on the current landscape related to several sales tax topics. Hear or read the discussion on compliance since Wayfair, how some states are supplying resources to automate sales tax compliance, and advice for remote sellers when considering sales tax risks. Also, hear more about the AICPA’s role in pointing out taxpayer frustration to the IRS, more on

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Journal of Accountancy Podcast

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