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A Machu Picchu moment and what it means for aging and retirement

Speaker and author Kelley Long, CPA/PFS, explains the evolving definition of, and approach to, retirement and how CPAs can help clients plan for flexible careers. She also previews her upcoming ENGAGE sessions on retirement strategies and making better use of HSAs. Listen to the podcast episode or read the Q&A.

What small firms are getting right about tech and why they’re not alone

Small CPA firms, “the heart and center” of the accounting profession, are the focus of this episode of the JofA podcast. An AICPA vice president discusses how AI and automation are leveling the playing field and how innovation can thrive in smaller practices. Listen to the episode or read the Q&A.

The surprising way one CFO grows her network and her knowledge

The latest episode of the JofA podcast looks ahead to key themes from upcoming conference sessions, with a particular focus on the evolving role of the CFO. A finance leader who hosts her own podcast explained how starting that show has served as a business card and enabled her to make new connections. Listen to the episode or read the Q&A.

Ancient Greece to AI: The past and future of bank fraud

The latest JofA podcast episode details fraud risks facing banks and other financial institutions, including deepfakes and ransomware — and the surprising prevalence of check fraud. Listen to the episode or read the Q&A for prevention strategies and other insights.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.