FLP, the Finance Leadership Podcast

GBD174. All about our new show

We're transforming! In September 2022, the GBD podcast will become 'FLP, the Finance Leadership podcast'. Kyle Hannan and AICPA & CIMA colleague Kevin Gormley share an update on what we've been up to and what you can expect from the new show.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Contact us. Get in touch at podcast@aicpa-cima.com

FLP, the Finance Leadership Podcast

enAugust 18, 2022

GBD 173. Quick October update from the GBD podcast team

We've paused new shows for the moment as we work on what's ahead for 2022. In the meantime, do have a listen to the 170+ episodes in our archive.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enOctober 29, 2021

GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.

That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes.

Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness.

Talking Points.

Logistics
Telling people about what you do
Branding
Finding Clients
Legal Entities

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. He also hosts the Accountable podcast. Connect with him on LinkedIn.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

Explore GIG and Independent Contracting resources from the AICPA & CIMA
David's Small Business Adviser course on CIMAglobal.com
The UK Small Business Federation (FSB)
US Small Business Administration

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enSeptember 30, 2021

GBD171 RPA and Robots By Subscription.

"Your PROCESS AUTOMATIONS will soon be as important as the people you hire".

Hear from influential RPA expert and 'citizen automation evangelist' Dmitry Karpov, the co-founder and CIO of ElectroNeek. His San Francisco-based company is one of only five chosen to participate in 2021's startup accelerator programme sponsored by the AICPA and CPA.com.

Talking Points. In this episode, we discuss:

the future of automation is as a service, not a technology, business.
an MSP business model for this technology.
RPA, task-mining, what a 'bot' is, attended and unattended automation, human-in-the-loop and other terms.
common misconceptions and top questions about RPA.
what makes accountants and finance professionals so well-positioned to make good use of RPA.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Visit CPA.com/accelerator
Read more about the 2021 Startup Accelerator Programme.
Browse the 'Finance and Accounting' section of ElectroNeek's Bot Library,

Our Guest. Dmitry Karpov is co-founder and CIO of ElectroNeek. Connect with him on LinkedIn.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enSeptember 24, 2021

GBD170. How CFOs are transforming their finance teams for the digital world.

"Collectively, ALL of these changes are transforming finance professionals into digitally-effective finance business partners".

We look at how CFOs are transforming their finance teams for the digital world, and provide some new understandings of which past, present and future skills need to be fused together. We’re joined by a returning guest, Aubrey Joachim FCMA CGMA MBA, who became the first CIMA President from outside the UK and Ireland.

Talking Points. In this episode, we discuss:

how finance professionals are becoming data-scientists,
the road ahead for emerging CFOs,
what the finance leaders of tomorrow need to be learning today,
resources and tools that CFOs could use to assess themselves and their teams, and understand how this applies to the digital world.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Agile Finance Revealed (article and research)
CIMA Future of Finance (web portal)
Reinventing Finance for A Digital World (white paper)
Go Beyond Disruption: The Future of Finance (resource page)
Consider attending Aubrey's forthcoming CIMA webinar on 'Reinventing Finance for a Digital World" (discount for CIMA members) on September 29th at 5.30pm IST / 12.30pm GMT.
See the key competencies for Finance Business Partnering (article on FM Magazine website)

Our Guest.

Based in Sydney, Australia, Aubrey Joachim FCMA CGMA MBA is a past President of CIMA and owner of Leading Edge Change.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enSeptember 16, 2021

GBD169. Management Accountant Insights from SE Asia

Finance leaders are cautiously OPTIMISTIC, despite SE Asia and Australasia Economies being impacted.

We often look at different regions of the world to put your finger on the pulse of what's on the minds of global finance professionals. This week we feature the audio version of a recent article on the Member Insights pages of cimaglobal.com. In it, CIMA's South East Asia Regional Advisory Panel reports that finance leaders are still cautiously optimistic. That's despite economies in SE Asia and Australasia being impacted through continuous lockdowns and a slow vaccination rollout.

The article is online here and was co-written by:

Andrew Harding, FCMA, CGMA, Chief Executive — MA (AICPA & CIMA)
Venkkat Ramanan FCMA, CGMA, Regional Vice President – Asia Pacific, (AICPA & CIMA)

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enSeptember 10, 2021

GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own.

A lot of folks are saying "I WANT to make that leap, I want to go out on my own".

Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own.

Talking Points.

Seeing a perceived need.
Willingness to risk everything and give up the safety of corporate life.
Building bridges rather than burning them.
Making plans for your exit & a business plan.

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

"The Rise of the GIG Economy Finance Professional" (blog article on FM Magazine)
The US Small Business Administration
David's Small Business Adviser course on CIMAglobal.com
Explore GIG and Independent Contracting resources from the AICPA & CIMA

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enAugust 31, 2021

FYI Our Short August Recess

"For the first time in three years, we're taking a Summer break"

It's Summer where we are so the Go Beyond Disruption podcast is taking a short August break. In the meantime, there are over 160 back-episodes to browse in our library.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enAugust 10, 2021

aicpacimapodcast

GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo"

"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic"

Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo".

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

The Microsoft Work Trends Index
US Department of Labor JOLTS report for May 2021
AICPA Young CPA Network online article 'Itching to Quit"

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enJuly 31, 2021

GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+

"I am SO excited to be on my way to Vegas!"

In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests.

Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA’s Accounting and Review Services Committee. In 2013, he was honoured by the Society with their Distinguished Service Award.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Explore the Practitioners and Tech+ (PST) track.
Find out about ENGAGE 2021, including how to register and attend either in person or online.
Explore other global conferences and events from AICPA & CIMA.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enJuly 23, 2021

GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to.

"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world."

At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences.

Talking Points. These are some of the topics we discuss in this episode.

What to expect from ENGAGE 2021 and how to be part of it, either in person in Las Vegas or online via the virtual ticket.
Other global conferences, including the recent debut of ENGAGE EUROPE.
The Association's wide-ranging and future-focused programme of conferences and events for the global profession.
How organisers changed and redefined events in the face of the challenges brought on by the global coronavirus pandemic
Ways that AICPA & CIMA continued to offer value and deliver success to professional attendees in new ways.
Developments and innovations that helped redefine and reimagine future events.

Our Guest. Todd Helton is AICPA & CIMA's Senior Director of Meetings & Conferences. He leads in strategic direction and budget planning for the Association’s conferences, global events, professional development workshops and meetings, and webcast teams. His team of 25 annually produces around 35 global and national in-person conferences, 30 online conferences and 100 training courses. Connect with him via Linkedin here.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Find out about ENGAGE 2021, including how to register and attend either in person or online.
Discover the Goats of Anarchy.
Explore other global conferences and events from AICPA & CIMA.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enJuly 13, 2021

GBD164. In case you missed them...

"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening".

Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas.

That's why all this month we've been marking the occasion with a series of bite-sized weekend episodes, inviting you to record a quick voice message about when, where, how and why you listen to this podcast.

Now on the last day of that month, June 2021, we've made it easier for you to share your opinion via your keyboard instead.

There are two ways to access it. Share your opinions here, visit the URL https://forms.office.com/r/DDU7DrERFX, or scan this QR code with your phone.

If your podcast app doesn't display the code, just paste this URL into your browser and hit 'enter'.

https://forms.office.com/r/DDU7DrERFX

Your opinion's really important and it'll take just a minute or two to tell us what you'd like to hear more of in future.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. Email us here.

FLP, the Finance Leadership Podcast

enJune 30, 2021

GBD163. Wrapping up June with a final anniversary question

"What's the one topic or technology you'd like to hear more about?"

Another bite-sized, weekend episode as we conclude our 3rd anniversary month with your 3rd question. To share your opinion, simply take a minute to record your answer as a voice message and send it to us. Please use this button to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. Email us here.

FLP, the Finance Leadership Podcast

enJune 25, 2021

GBD162. Your next "3rd Anniversary" Question

"When, and where, do you listen to these podcasts"

Each weekend this anniversary month, we ask you a single question - a different one every week. Then we invite you to record your answer as a voice message and send it to us. The second question is above. Please use this button to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. Email us here.

FLP, the Finance Leadership Podcast

enJune 18, 2021

GBD161. Be part of our podcast's 3rd anniversary

"As a professional who also listens to podcasts, are there any accounting-related topics that you were listening to 3 years ago that you're still interested in now?"

Every weekend this anniversary month, we'll be asking you just one question - a different one every week - and inviting you to record your answer in your own voice and send it to us. The first question is above. Please use the widget below to record and send us your message. Happy recording!

If this didn't work, try leaving your response on our dedicated voice message webpage.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

Get in touch. Email us here.

FLP, the Finance Leadership Podcast

enJune 11, 2021

aicpacimapodcast

GBD160. Do other firms face YOUR firm's challenges? Tell us.

"You can compare what you're facing against what OTHER firms are facing."

AICPA & CIMA have just launched their 'Top Issues' surveys, one for the USA, and another focused on UK CIMA Members in Practice (MIPS). Brad Barbour, Manager for Private Companies Practice Section (PCPS) outlines how finance professionals can contribute, why that's important, and how sharing their opinions will end up helping small firms everywhere.

Talking Points. These are some of the topics we discussed in this episode.

New understandings of what previous research has told us about the issues facing small CPA firms BEFORE the pandemic
Hear about how those have been changed by the disruption in 2020-21
Talk through why – even though this type of information-gathering is not a huge time-suck - it can still reveal huge insights once it’s all put together.
How practitioners can get started with sharing their top issues wherever they are.

Our Guest. Brad Barbour is Manager - PCPS/Firm Services at the main AICPA and CIMA office in Durham, North Carolina. He also hosts the “Small Firm Philosophy” podcast for the Association’s PCPS community.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Explore and complete the US CPA 'Top Issues' survey (by June 18 2021)
Today, May 28, the CIMA MIPS survey version launched here.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enMay 28, 2021

GBD159. Time to talk. Why finance professionals are also becoming podcasters.

...YOU could be in the top 25% of podcasts...

Our guest is CPA-turned-podcaster David Spray. He's a Texas-based serial entrepreneur who recently started a pair of businesses with podcasting at their heart. He talks about why having a podcast is almost like having a superpower, about the 50 ways podcasting can benefit a finance professional, and about why he launched a podcasting-for-CPAs service.

Talking Points. These are some of the topics we discussed in this episode.

Why having a podcast is like having a superpower.
Relative to blogs, websites and videos, podcasts are the rarest form of online content.
The swing from DIY to DFY
How consistency could get you to the top 25% of podcasts.
The playing field is still relatively open and if you work in a specialized niche, you might be the first and maybe only person in your space to have a podcast.
Why start a podcast (we can think of fifty).

Our Guest. David Spray launched his first podcast in 2019 and a second podcast earlier this year. He received a BBA in Accounting from the University of Texas at Austin in 1987 and an MBA from the University of Houston in 1991.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Are you a good candidate to start a podcast? Find out with this 8-question self-assessment at YourPodcastScore.com.
In 2018, the AICPA & CIMA's Journal of Accountancy, published a 10-step guide for CPAs to start their own podcast.
Have a look at fifty ways podcasting could benefit your practice. YourPodcast.team/50benefits
Hear previous episodes of our podcast which focus on accounting professionals who are using podcasts in their practice.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enMay 21, 2021

GBD158. Bending, not Breaking! Live, Learn and Work Through Disruption. (Mental Health Awareness 2021)

1 in 5 people in the workplace have been experiencing overwhelm during the pandemic, including people who normally rate their RESILIENCE as 'very high'.

To mark Mental Health Awareness Week (UK) and Mental Health Awareness Month (USA), returning guest Katie Demain of iOpener Institute explores how the pandemic has transformed our individual, organisational and leadership approaches to mental health and wellbeing. We discuss the theme of this year's campaign - Nature - and the importance of connection as a powerful counterbalance to uncertainty.

Talking Points. These are some of the topics we discussed in this episode.

what's changed since she last joined us on the podcast for UK Mental Health Awareness Week 2019,
what new research reveals about how professionals are coping with this unprecedented level of disruption
the unusual benefits of 'forest bathing'
the risk factors of mental health
the concepts of Unproductive Uncertainty versus Uncertainty Capability
the ALGEE acronym used in Mental Health First Aid
the 10-stage Mental Health 'how to' for leaders.

Our Guest. Connect further via LinkedIn using the links below, or visit these websites.

Katie Demain is an Executive Coach, a Designer of Leadership Development Programs at iOpener Institute, a speaker, a writer, and an expert in Psychometrics. She works with clients the world over and leads teams to deliver these programmes.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

It's Mental Health Awareness Week 2021 in the UK, and Mental Health Awareness Month in the USA.
Find out more about our guest's work at iOpener Institute.
Explore Action for Happiness
Discover Forest Bathing
Visit the AICPA's Coronavirus Resource Centre.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enMay 14, 2021

GBD157. Be A Better Business Partner in a Post-Lockdown World.

"Would you go to an interview with a brown paper bag on your head?"

Sean Purcell is an award-winning trainer of finance staff. The Founding Partner of UK-based WiseUpNow shares tips to build better finance business partnerships, both internally and externally. He outlines ways to improve engagement, build trust, better understand colleagues and create opportunity in a post-lockdown environment. And he has something to say about webcams...

Talking Points. These are some of the topics we discussed in this episode.

What we USED to think about better business partnering before the pandemic, and now.
Ways that lockdowns have changed how we’ll think about business partnering in the future.
How to find out what a client REALLY needs.

Our Guest. Connect further via LinkedIn using the links below, or visit their website.

Sean Purcell is a Finance Business Partnering expert and Founding Partner of WiseUpNow in the UK. He has been involved in research and working with finance teams on finance business partnering since 2010 and has worked with over 1000 global finance business partners.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Explore Finance Business Partnering on Future.AICPA.org.
Visit the AICPA's Coronavirus Resource Centre.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enMay 08, 2021

GBD156. Embrace Innovation with Data Analytics (April Technology Advisory)

"Unlocking the true value of analysing the data; THAT'S where we're best positioned."

Emily Chee (KPMG) and Maria Pollieri (Oracle, now retired) join our guest host Jim Gilbert (Jim Gilbert CPA) in this month's special 'Tech Advisory' edition of our podcast. They discuss CPA-relevant technologies in action, how to embrace innovation, and the 'win-win' opportunities offered to finance professionals by data analytics and associated new technologies.

Power up your Data Analytics skills with our forthcoming webinar on May 19th, 2021.

Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation.

https://future.aicpa.org/cpe-learning/webcast/analytics-bi-evolution-of-accounting
https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-data-analytics-focus
https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-cybersecurity-focus
https://future.aicpa.org/cpe-learning/course/digital-mindset-pack-automation-focus
Find further technology and cybersecurity resources on the AICPA Technology Hub.
Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks.

The Voices. Connect with the people behind the conversation.

Jim Gilbert CPA, CITP, CGMA is Managing Principal of JimGilbertCPA.com.
Emily Chee, CPA, CMA, CISA, CITP, CFE, CFF is Senior Manager, Advisory – Forensic at KPMG Forensic Inc. in Vancouver, Canada.
Maria Pollieri recently retired from her role as PeopleSoft National Business Lead at Oracle in Toronto.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

FLP, the Finance Leadership Podcast

enApril 30, 2021