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

18:47

The uncomfortable work of leadership

Journal of Accountancy Podcast ·

2025/04/10

Half a life ago, Michael Brody-Waite didn’t think he was going to make it to his 25th birthday. Today, he’s an author, entrepreneur, and leadership coach preparing to deliver the keynote address at the AICPA & CIMA Employee Benefit Plans Conference in May. In the address, he will share details of a leadership framework — using his experience as an addict in recovery as a backdrop. Three principles of the framework relate to authenticity, the ability to let go, and the importance of uncomfortable

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17:16

Tax legislation, audit oversight, and other AICPA...

Journal of Accountancy Podcast ·

2025/04/03

No matter who’s in charge, regulation, legislation, and education remain front and center when it comes to advocacy efforts in Washington, according to Mark Peterson, AICPA & CIMA executive vice president–Advocacy. Also important is understanding how to navigate a new administration’s priorities. In this episode of the Journal of Accountancy podcast, Peterson details some of the focus areas of the White House and Congress – tax legislation, an emphasis on government efficiency, and a change in

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16:59

Tips for driving change and driving out drama

Journal of Accountancy Podcast ·

2025/03/27

Alex Dorr speaks to audiences and organizations all over about ditching the drama and getting more productivity and engagement from employees and more overall value for companies. His session at Digital CPA in Denver in December 2024 focused on many of those same principles and was tailored to modern accounting firms. On the Journal of Accountancy podcast, Dorr, vice president at Reality-Based Leadership, explained more about how readiness for change can lead to a better work reality for employees

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38:25

JofA-branded podcast: Critical conversations about...

Journal of Accountancy Podcast ·

2025/03/26

In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.

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21:43

Financial tracing: Show me the money

Journal of Accountancy Podcast ·

2025/03/20

David Zweighaft, CPA/CFF, is a co-author of this quarter’s Eye on Fraud report, focused on financial tracing. Zweighaft joined the Journal of Accountancy podcast to discuss details in the report and share stories from his more than 30 years of experience in the field of forensic accounting. The discussion delves into particulars of the quarterly report and mentions an infamous municipal fraud case, which was one topic mentioned in a 2023 JofA podcast episode. Resources n FVS Section home page

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17:50

Explaining stablecoin risks and the need for...

Journal of Accountancy Podcast ·

2025/03/13

On March 5, the AICPA published a comprehensive set of criteria for reporting on the digital assets known as stablecoins. The criteria are designed to address “the need for consistency, transparency, and trust in the stablecoin environment.” Jay Schulman, CPA, is a principal at RSM, and he’s focused, in his job and his role on AICPA committees, on digital assets. In this episode of the Journal of Accountancy podcast, Schulman explains areas of focus for the AICPA’s Digital Assets Working Group

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07:54

Breaking down the reasons for a decline in economic...

Journal of Accountancy Podcast ·

2025/03/11

For several reasons, including persistent inflation and concern about the effects of tariffs, CPA decision-makers in business and industry are less optimistic this quarter about the U.S. and global economy and their own businesses. That’s according to the Economic Outlook Survey released on Thursday. On Friday, Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, joined the Journal of Accountancy podcast to analyze the survey’s latest results. In the

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28:22

Leading change: The CFO agenda, International Women’s...

Journal of Accountancy Podcast ·

2025/03/06

The AICPA & CIMA CFO Conference begins April 23 in La Quinta, Calif. The co-chairs of the conference planning committee joined the Journal of Accountancy podcast to discuss top-of-mind issues for finance leaders and to preview the agenda for the in-person event. Ted Delgado, CPA, CGMA, and Summer Redmon, CPA, finance executives themselves, shared what they learn from attending the conference each year and explained the ways that the pace of change has affected the CFO role. Also, Lisa

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09:58

Want to be CEO of a CAS practice?

Journal of Accountancy Podcast ·

2025/02/27

Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA Leadership Academy, calling the

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15:57

Defining the office in 2025: Shifting models of where...

Journal of Accountancy Podcast ·

2025/02/20

Jennifer Wilson, the CEO of ConvergenceCoaching LLC, co-presented a session at Digital CPA in Denver that addressed talent and leadership differences in remote and hybrid work environments. In this podcast episode, Wilson, who also served as the independent facilitator for the National Pipeline Advisory Group’s (NPAG’s) work in addressing the accounting talent shortage, discussed some of the differing points of view that managers and employees have about remote work. She also emphasized the

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18:54

AICPA & CIMA CEO about accounting: 'The opportunities...

Journal of Accountancy Podcast ·

2025/02/18

Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part conversation. In part one, published Thursday, Koziel discussed wanting to hear from members about their challenges and success stories. In part two, he talks about how accountants can work with artificial intelligence tools, why he initially was interested in pursuing work with the FBI, and the value he sees in a hybrid work environment for some firms.

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20:52

3 things to know about AICPA & CIMA’s new CEO

Journal of Accountancy Podcast ·

2025/02/13

Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this

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18:23

Keys to building winning teams at work

Journal of Accountancy Podcast ·

2025/02/06

Chris Dyer, whose recent book details seven pillars of corporate culture, joined the Journal of Accountancy podcast from the Future of Finance Summit in San Diego to explain some of the ways companies can get culture right — and the ways they get it wrong. For instance, Dyer said that a common approach of individuals and organizations, after a strengths and weaknesses assessment, is to think about the areas where their performance is mediocre. “They want to … start with the ones they’re OK with,”

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16:22

'A big tax year': What practitioners need to know now

Journal of Accountancy Podcast ·

2025/01/30

It’s not even five weeks into 2025, and already there’s a bevy of news affecting tax practitioners. Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the Journal of Accountancy podcast amid all the tumult to update listeners on several fronts. Lauridsen discussed the latest on beneficial ownership information (BOI) reporting and the Supreme Court, how IRS service might be affected by various executive orders, and what aspects of a new tax bill or bills are being followed

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13:11

The CFO who ran her own race but didn’t run (or swim...

Journal of Accountancy Podcast ·

2025/01/23

On LinkedIn, the congratulatory messages poured in for Janice Stucke, CPA, after she completed an Ironman triathlon in October. Those messages all had named authors — her LinkedIn contacts. One message, from a still unknown author, attached to her bike on race day, continues to resonate with Stucke, the CFO of CREW Network. In an earlier podcast episode, Stucke detailed her nontraditional path to becoming a CPA and, later, a CFO. In this conversation, Stucke recaps the obstacles she faced in the

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15:07

Risk resolutions for 2025: Remember to put your No. 1...

Journal of Accountancy Podcast ·

2025/01/16

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA’s Professional Liability Spotlight column and the guest on this week’s episode of the JofA podcast. Ference shares several risk management maxims that have resonated with her – ones that are the focus of the January column, Risk Management Mantras to Add to Your Daily Practice. In addition, Ference details the topics in some

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16:51

Hiring best practices: How to succeed in a...

Journal of Accountancy Podcast ·

2025/01/09

What’s the future of fully in-office work? What’s the hiring outlook for finance and accounting roles in 2025? Steve Saah, the executive director of the finance and accounting permanent placement practice at Robert Half, tackles those and other questions in this episode of the Journal of Accountancy podcast, recorded in December in San Diego. Saah discusses how companies have to walk a fine line when it comes to requiring in-office minimum hours or days – and how that tightrope can affect the pay

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29:01

Seeing the future: 4 CPA leaders look ahead to 2025

Journal of Accountancy Podcast ·

2024/12/19

Last week in San Diego, a group of 165 finance leaders convened for the fourth Future of Finance Summit. This JofA podcast episode is a compilation of takeaways from the event and a look at key areas of focus for leaders in 2025. It is the first of several Future of Finance recordings. The speakers for this episode are: n Tom Hood, CPA/CITP, CGMA, AICPA & CIMA's executive vice president–Business Growth & Engagement n Kimberly Ellison-Taylor, CPA, CGMA, the CEO of KET Solutions and former AICPA

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14:27

Farewell Q&A as CEO: Melancon talks retirement,...

Journal of Accountancy Podcast ·

2024/12/12

It’s no secret anymore: Barry Melancon, CPA, CGMA, is retiring as CEO of AICPA & CIMA. He was first named CEO of the AICPA nearly 30 years ago, and he leaves the now global organization with a legacy of change. His last official day is Dec. 31, and Mark Koziel, CPA, CGMA, is his successor. In this episode of the JofA podcast, recorded earlier this week at Digital CPA in Denver, Melancon explains why he’s not counting down the days of his tenure, why there likely will be more recreation in his

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07:24

A change in optimism about the US economy

Journal of Accountancy Podcast ·

2024/12/05

The potential for less regulation is one factor driving optimism among CPA decision-makers in a quarterly survey, according to Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development. Witt joined the JofA podcast to discuss fourth-quarter results of the Business and Industry Economic Outlook Survey — statistics that were dramatically different from the third quarter. The executives are mostly optimistic about the domestic economy in 2025. They also have a

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Journal of Accountancy Podcast

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