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

18:56

3 types of difficult people — and how to work...

Journal of Accountancy Podcast ·

2025/10/30

Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of Difficult People: How to Spot Them and Quickly Improve Working Relationships — that professionals can employ to improve relationships on the job. Robinson, a speaker at UK & Ireland ENGAGE, explores the interplay between organizational pressures, psychological stressors, power dynamics, and how those factors can influence the development of traits

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19:01

Reflecting on AI’s rise in accounting, looking to...

Journal of Accountancy Podcast ·

2025/10/23

“You cannot avoid AI” — but you can and should continue to experiment with it. That’s one key message from consultant and keynote speaker Pascal Finette, who returned to the JofA podcast to discuss how artificial intelligence (AI) adoption has grown and how the profession is dealing with rapid changes and uncertainty. The conversation revisits topics Finette discussed in 2021 and 2022, and it looks ahead to the Digital CPA Conference, Dec. 7–10 in National Harbor, Md. Resources Early 2022 JofA

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19:42

AI, succession, the talent pipeline, and defining...

Journal of Accountancy Podcast ·

2025/10/16

This week’s podcast guest is Kimberly Ellison-Taylor, CPA/CITP, CGMA, the CEO of KET Solutions and former AICPA and Association of International Certified Professional Accountants chair. Ellison-Taylor joined the show from the National Association of Corporate Directors 2025 Summit earlier this week, where AI was the main topic of conversation. What else are corporate boards discussing? And how is the accounting profession faring on certain aspects of growing the talent pipeline? Ellison-Taylor

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20:45

Shutdown concerns, the quest for tax guidance, the...

Journal of Accountancy Podcast ·

2025/10/08

Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday to provide context on the government shutdown and its effect on IRS services, along with discussion on other tax advocacy topics. The interview was conducted the day before the IRS announced that most of its operations were closed and that a plan to furlough employees had begun “for everyone except already-identified excepted and exempt employees.” In the Q&A, Lauridsen also provided background on

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20:16

Car talk: M&A, AI and EVs changing the dealership...

Journal of Accountancy Podcast ·

2025/10/02

Jimmy Robinson, CPA, CGMA, the national chair of the AICPA Dealership Conference, and his co-presenter and co-worker Jesse Stopnitzky joined the JofA podcast to preview discussion points of their conference session later this month. Their expertise is industry-specific, but some of the topics are applicable to a broader audience. Robinson, a former dealership CFO, shared the key traits of strong finance leadership, and Stopnitzky offered advice for better succession planning. What you’ll learn

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12:38

Professional liability risks related to Form 1065,...

Journal of Accountancy Podcast ·

2025/09/25

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 some of the risks for CPA firms engaging in mergers and acquisitions, the subject of a recent two-part series. The articles discussed in this episode are: n June: “Form 1065: Pay Attention or Pay Up.” n July: “Professional Liability Risk Stemming From CPA Firm Acquisitions: Part 1.”

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23:05

‘We’re still the thinkers’ — a reminder for tax pros...

Journal of Accountancy Podcast ·

2025/09/18

In her professional career, Annette Nellen, Esq., CPA, CGMA, cannot recall a time when there was more misinformation in the realm of taxes than today, as practitioners wade through H.R. 1, P.L. 119-21, commonly known as the One Big Beautiful Bill Act. She believes an overreliance on artificial intelligence tools in analyzing the budget law is one reason. “You still have to review it,” said Nellen, a past chair of the AICPA Tax Executive Committee. “These AI tools — they’re tools. We're still the

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14:11

Strong storytelling helps speakers deliver ‘medicine’...

Journal of Accountancy Podcast ·

2025/09/11

Karim Ellis is the keynote speaker at the AICPA Governmental and Not-for-Profit Conference in October in Las Vegas. The early-bird registration deadline for the event is Friday. For Ellis, the qualities of a strong speaker are similar to the ones needed in a strong leader: empathy, preparedness, adaptability, and excellent storytelling skills. In this conversation, Ellis shares how he prepares for speaking, some of the rookie mistakes he made decades ago, and why the experience of taking some

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08:55

Summing up economic sentiment and concerns about...

Journal of Accountancy Podcast ·

2025/09/04

Sentiment about the U.S. economy improved slightly — but not nearly enough to be considered a positive outlook — in the latest quarterly Business and Industry Economic Outlook Survey by the AICPA and CIMA. For a breakdown of the results, the JofA podcast welcomed back Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development. He discusses finance decision-makers’ views on tariffs and inflation and the 12-month projections for revenue and profit. What you’ll learn from

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20:26

Take a bold leap instead of a tentative step

Journal of Accountancy Podcast ·

2025/08/29

“Maybe I never will change the whole world. But every day, I can change my world.” Those are the words of profession leader Lindsay Stevenson, CPA, CGMA. She’s back on the JofA podcast, this time in person from her house in South Dakota. Stevenson discussed technology adoption, how her firm approaches remote work, and why keeping a journal at least for part of the year is important to her. Stevenson, chief transformation officer at the firm BPM, also addressed how she views fear as it relates to

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24:12

Mark Koziel Q&A: Talent, sense of community,...

Journal of Accountancy Podcast ·

2025/08/28

“We’re not short on things to do.” Those are the words of Mark Koziel, CPA, CGMA, CEO of the Association of International Certified Professional Accountants and president and CEO of the AICPA. He’s been in that role since the start of the year and traveled all over the world hearing from members. Summer’s end seemed like a good time for a progress report on a variety of fronts from Koziel, who at the time of publication was visiting Asia. This is a special edition of the podcast, published

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16:19

Loving your work, leaving work behind, and returning...

Journal of Accountancy Podcast ·

2025/08/21

Jen Wilson admittedly loves her work. As partner and co-founder at ConvergenceCoaching LLC, she’s on the road often, advising accounting firms and profession leaders. Sometimes, that travel and love of work can give her colleagues cause for concern. “It troubles them if they can't see me unplug,” Wilson said. This episode of the JofA podcast, the second of a three-episode Midwest series focusing on summer travel, features Wilson talking about the value of time away. It was recorded in person, at her

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15:29

The power of a digital detox and the value of...

Journal of Accountancy Podcast ·

2025/08/14

For Carrie Kruse, CPA, CGMA, mental clarity is one goal of going on vacation. Also, Kruse likes to be tested while away from her job as economic development administrator for Iowa’s capital city, Des Moines. In Kruse’s words, she loves “to be challenged in ways outside of my professional sphere.” Recently, that challenge was a hike of more than 100 mountainous miles in Europe. That challenge also meant she unplugged from work for two weeks, which helped to ensure she returned to Iowa refreshed. This

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0:35

JofA podcast summer hiatus

Journal of Accountancy Podcast ·

2025/08/01

The podcast is taking a break from full episode posting this week. Listen to previous episodes by visiting the podcast homepage, or find the show on the podcast app of your choice. Here’s a brief explanation from host Neil Amato about what’s to come on the show later in the summer.

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17:25

Summer surfing reminders to avoid a transformation...

Journal of Accountancy Podcast ·

2025/07/24

“It feels like we were out at sea. We got washed overboard by a big wave and we’re floating around in life vests, and wave after wave of transformation is washing over us.” Those were the words of a corporate finance leader a few years back to Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth & Engagement for the Association of International Certified Professional Accountants. The feeling of being knocked back by seemingly nonstop changes in the business environment is a common

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17:13

Mitigate or exacerbate fraud risk? Culture’s critical...

Journal of Accountancy Podcast ·

2025/07/15

Carey Miller, CPA/CFF, is a co-author of this quarter’s FVS Eye on Fraud report, focused on the role of organizational culture in reducing fraud risk. Miller, a partner at the firm J.S. Held, joined the Journal of Accountancy podcast to discuss details in the report and share stories from her experience as a forensic accountant. The discussion delves into particulars of the quarterly report, including how strong culture can serve to minimize fraud risk, why middle managers are important in such

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21:07

From Jamaican track star to CPA: A firm leader’s...

Journal of Accountancy Podcast ·

2025/07/09

Growing up, Durran Dunn, CPA, had drive and discipline, but he didn’t have any aspiration of using those qualities to become a CPA. He didn’t even know what a CPA was. Dunn, now a partner in Bennett Thrasher's Risk Advisory Services practice, based in greater Atlanta, overcame “whiplash” in the form of two moves – from Jamaica to New York, from New York to Mississippi – and now mentors students on the merits of the profession. In addition to sharing strategies for success, Dunn spoke about the

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17:34

AICPA tax priorities and wins in the budget bill now...

Journal of Accountancy Podcast ·

2025/07/02

Melanie Lauridsen, the AICPA’s vice president–Tax Policy & Advocacy, joined the JofA podcast early Wednesday to provide context on the fast-moving budget bill that was approved by the Senate on Tuesday and is being discussed in the House today. Lauridsen detailed some tax-related priorities of the AICPA and state societies. She also explained the aspects of the Senate bill that are most likely to face opposition in the House. On a topic separate from the budget bill, Lauridsen summarized the

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16:34

Change for the better: How your attitude can make all...

Journal of Accountancy Podcast ·

2025/06/26

Instead of worrying about failure when undergoing a change initiative, why not ask, “What happens if we succeed?” That is summarized sentiment from a discussion with Al Dea, admittedly a glass-half-full guy, on the Journal of Accountancy podcast. Dea, a leadership development consultant and founder of the organization The Edge of Work, is the keynote speaker at the Aug. 12–14 Governmental Accounting and Auditing Update Conference. In this episode, Dea explores pain points for dealing with almost

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23:14

JofA branded podcast: Helping clients become properly...

Journal of Accountancy Podcast ·

2025/06/26

In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage.

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Journal of Accountancy Podcast

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