Journal of Accountancy Podcast

12:14

Tweak the message, prep for pushback, succeed in the...

Journal of Accountancy Podcast ·

2026/10/01

Tiffany Willis, a former Starbucks finance executive, spoke recently at the Future of Finance Summit, presenting real and challenging boardroom scenarios for the audience. In a podcast interview, she expanded on those ideas, sharing practical advice for handling high-pressure moments, communicating with executives, and presenting financial insights effectively. Willis explained why preparation, audience awareness, and composure are critical skills. She also discussed the leadership lessons behind

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18:07

Low unemployment, high demand: Accounting's talent...

Journal of Accountancy Podcast ·

2026/09/24

Employers continue to face headwinds when it comes to landing and retaining accounting and finance talent — with AI, demographic shifts, and evolving skills needs reshaping the hiring landscape. This episode, a conversation with Robert Half executive Steve Saah, explores what leaders can do to attract and keep professionals, prepare future managers, and build teams equipped for the future of finance. Saah — speaking at the Future of Finance Summit in National Harbor, Md. — also explains one of the

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15:42

Why Gen X may be the key to multigenerational...

Journal of Accountancy Podcast ·

2026/09/17

Melissa Furman, a leadership coach and consultant, is scheduled to deliver the keynote address Oct. 19 at the AICPA Governmental and Not-for-Profit Conference in Dallas. She joined the Journal of Accountancy podcast to preview her session, touching on the challenges organizations face in dealing with multiple generations in the workforce. She explained how differences in communication and technology preferences and workplace expectations can lead to conflict but also can create learning

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19:32

What boards don't know can hurt them

Journal of Accountancy Podcast ·

2026/09/10

Boards need more than reports to provide effective fraud risk oversight; they need structures that help them determine whether risk management programs work. Jonathan Marks, CPA/CFF/CITP, CGMA, CFE, the author of the most recent FVS Eye on Fraud report, explains more about how boards should be involved — and how they shouldn't — when it comes to oversight of fraud risk. Key points of the discussion include how information that reaches the board is often "scrubbed" and why the right questions can

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07:40

Looking to 2027: Economic sentiment, hiring plans,...

Journal of Accountancy Podcast ·

2026/09/03

Overall, those who are pessimistic about the U.S. economy outnumber those who are optimistic this quarter. But, optimism rose slightly compared with the previous quarter, according to a quarterly survey of CPA decision-makers. In this episode of the JofA podcast, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, breaks down sentiment about the domestic economy, the global economy, and respondents' companies. Witt also touches on top

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12:35

Finance's chemistry lesson: The guardian-to-catalyst...

Journal of Accountancy Podcast ·

2026/08/27

Artificial intelligence is accelerating the transformation of the finance function in ways that go beyond automation of existing processes. Gartner senior director Mallory Bulman explains how finance teams can help organizations move faster, make better decisions, and prepare for 2030 and beyond. The conversation explores digital talent, enterprise simulations, product management techniques, and what Bulman heard from attendees at the Future of Finance Summit about contending with volatility and

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20:06

An innovative state society CEO and her view of...

Journal of Accountancy Podcast ·

2026/08/20

Rebekah Olson, CPA, CEO of the Maryland Association of CPAs, returned to the Journal of Accountancy podcast for the first time since 2019 to discuss how community, collaboration, and relationships can strengthen the accounting profession. She shared insights into efforts to address recruiting and retention challenges, the role of professional associations in creating value for members, and an update on CPA licensure. Olson also explained the thinking behind the MACPA's Beyond the Bottom Line YouTube

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10:59

AI gets the headlines, but it's not the whole story...

Journal of Accountancy Podcast ·

2026/08/13

For the 500th episode of the Journal of Accountancy podcast, the show went on the road to the Future of Finance Summit. The conversation with the AICPA's Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement, focuses on how finance leaders are moving beyond exploration of artificial intelligence and into active piloting and scaling. Hood discussed priorities other than AI for finance leaders, who gathered last week in National Harbor, Md. Hood also looked back on the

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20:30

Build trust with a stewardship mindset

Journal of Accountancy Podcast ·

2026/08/06

Eric R. Alexander, CPA, president of advisory service company Six Arrows Consulting, discusses the lessons he's learned throughout his career in finance and what being a finance leader means for him, and other insights from his upcoming book, Stewardship Leadership for Stinkin' Accountants: Serving as the CFO. He shares key strategies for developing as a stewardship leader, including how he holds himself accountable, how he views his role as a trusted adviser for organizations, and the steps he has

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19:45

Why planning to work longer may be the better path to...

Journal of Accountancy Podcast ·

2026/07/30

People are living longer, and that reality may call for a different approach to retirement planning. In this episode of the Journal of Accountancy podcast, Kelley Long, CPA/PFS, shares why she believes working longer can be a positive choice, how mini-retirements and career flexibility fit into that vision, and what those ideas mean for personal financial planning. In the last of the JofA's summer episodes recorded at ENGAGE, Long reflects on discussions from the conference, including lessons for

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18:37

Telling a better CPA story, one T-shirt and LinkedIn...

Journal of Accountancy Podcast ·

2026/07/23

Calvin Harris, CPA, the CEO of the New York State Society of CPAs, returned to the JofA podcast to discuss why storytelling, humor, and personal connection are essential to the profession's future. In an episode recorded in June at ENGAGE, Harris shared how everything from T-shirt jokes and LinkedIn posts to podcast interviews can help strengthen accounting's relevance and keep students and professionals engaged. He also discussed progress on the talent pipeline, lessons from hosting his state

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12:52

Awkward silence is OK — and other networking secrets

Journal of Accountancy Podcast ·

2026/07/16

Networking can feel uncomfortable for many of us, but meaningful connections often start with simple conversations and strong listening skills. Alex Romero, CPA, CGMA, the AICPA's director–CPA Pipeline, shares practical advice for building professional relationships at conferences and beyond, including the reminder that pauses are acceptable. Romero also highlights ways to stay present in conversations and one activity that she has found to be a networking boost. She also discusses the latest

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09:10

From estate planning to AI: Managing CPA liability

Journal of Accountancy Podcast ·

2026/07/09

Sarah Ference, CPA, a risk control director at CNA, returned to the Journal of Accountancy podcast to discuss recent topics of the JofA's Professional Liability Spotlight column. The conversation covers three timely issues facing CPA firms: the Great Wealth Transfer, ethical decision-making when clients push boundaries, and the need for practical AI policies. The conversation also reflects on AICPA ENGAGE and the value of staying connected to developments in the profession. The articles discussed in

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19:20

The AICPA's CEO on trust, AI, and the profession's...

Journal of Accountancy Podcast ·

2026/07/02

AICPA President and CEO Mark Koziel, CPA, CGMA, reflects on his first 18 months in the role, discussing initiatives such as CPA Trust, the return of the print Journal of Accountancy, and the profession's ongoing advocacy efforts. Speaking while at AICPA ENGAGE in Las Vegas, Koziel also shares insights on AI, upskilling, tax transformation, licensure mobility, and the role CPAs can play in a rapidly changing business environment. Koziel explains why he remains optimistic about the profession's

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14:18

Midyear advocacy update: STEM, BOI, taxes and licensure

Journal of Accountancy Podcast ·

2026/06/25

What advocacy issues should CPAs be watching with 2026 at its midpoint? The latest Journal of Accountancy podcast episode covers numerous topics with Mark Peterson, executive vice president–Advocacy for the Association of International Certified Professional Accountants, representing AICPA and CIMA. Peterson details efforts to include accounting in STEM education initiatives, what the future might hold for beneficial ownership information reporting requirements, and the profession's role in seeking

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17:35

Why mindset may matter more than technology adoption

Journal of Accountancy Podcast ·

2026/06/18

Recorded live at AICPA ENGAGE 2026, this episode of the JofA podcast explores the reasons that mindset and leadership may be even more important than technology adoption as finance and accounting professionals navigate an era of nonstop transformation. Joel Morris, a vice president at Wolters Kluwer, and Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth & Engagement at the AICPA, discuss what separates future-ready organizations from those struggling to keep pace, focuses on AI,

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17:35

Why mindset may matter more than technology adoption

Journal of Accountancy Podcast ·

2026/06/18

Recorded live at AICPA ENGAGE 2026, this episode of the JofA podcast explores the reasons that mindset and leadership may be even more important than technology adoption as finance and accounting professionals navigate an era of nonstop transformation. Joel Morris, a vice president at Wolters Kluwer, and Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth & Engagement at the AICPA, discuss what separates future-ready organizations from those struggling to keep pace, focuses on AI,

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15:45

How retaliation risk complicates fraud investigations

Journal of Accountancy Podcast ·

2026/06/16

Retaliation — actual or perceived — can make fraud investigations more complex and less effective. In this episode of the Journal of Accountancy podcast, Fred Kohm, CPA/CFF, a partner at Grant Thornton, summarizes insights from the latest FVS Eye on Fraud report and explains how nuanced workplace dynamics can affect whistleblower cases. Kohm shares examples of subtle retaliation and explains how forensic accountants, auditors, and other professionals can recognize retaliation risks and strengthen

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13:37

The power of active listening in addressing the CPA...

Journal of Accountancy Podcast ·

2026/06/10

Recorded at ENGAGE in Las Vegas, this episode of the JofA podcast features Carl Mayes, CPA, the AICPA's vice president–Ethics & Firm Quality, discussing the Profession Ready Initiative and the evolving skills employers expect from current and aspiring CPAs. Mayes shares insights from discussions with more than 1,000 members, including concerns about foundational accounting skills, communication abilities, and maintaining professional skepticism in an AI-driven environment. Mayes, who was also

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19:27

Aligning with AI: Lisa Simpson on how to overcome...

Journal of Accountancy Podcast ·

2026/06/04

Lisa Simpson, CPA, CGMA, vice president–Firm Services at the AICPA, discusses the evolution of AICPA Town Hall, key takeaways from Town Hall's six years of programming, and how practitioners can navigate rapid change driven by AI. She shares insights on managing "a sense of overwhelm" related to AI and highlights resources that can help firms adapt, including the AICPA and CIMA AI resource hub. The episode also includes a segment on the latest Economic Outlook Survey results and what they

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