Leadership

Topics

March 15, 2024

The CFO agenda: Hybrid work, cybersecurity, career development and more

CPA leaders discuss lessons learned from previous events and share agenda highlights for the 2024 AICPA & CIMA CFO Conference. Listen to the podcast episode or read the Q&A.

March 1, 2024

Psychological safety: Creating a workplace where all thrive

Can your team voice disagreement or admit mistakes without fear of termination? Learn how leaders can create a psychologically safe environment.

March 1, 2024

Q&A: Melancon warns of threats to CPA licensure

The CEO of AICPA & CIMA also addresses AI, private-equity investments in firms, and business model transformation.

February 29, 2024

Bubble trouble: How leaders can identify and escape their biases

A finance leader and keynote speaker explains how one “sneaky” bias can limit leaders — and how a focus on progression planning instead of traditional succession planning can build stronger teams. Read the Q&A or listen to the podcast episode.

February 26, 2024

C-suite goal: Keep up with new technology

Keeping up with new technology is the top personal challenge for executives, followed closely by balancing career and personal life, and embracing change and innovation, according to a new survey.

February 15, 2024

What it’s like to be a finance apprentice

An accounting apprentice, laying the foundation for a future leadership role, explains how he’s advancing through the AICPA’s finance apprenticeship program in this podcast episode with transcript.

January 31, 2024

Finance leaders have trust issues with their data

Almost 40% of CFOs in a global survey do not completely trust the accuracy of their organization’s financial data, and trust is even lower for finance leaders who are closer to the numbers.

January 11, 2024

For all future bosses: A leader’s take on in-office work, AI, and more

Kimberly Ellison-Taylor explains why she’s energized by recent conference interactions and offers advice for those with leadership aspirations in this podcast episode with transcript.

November 6, 2023

Big companies have big hopes for 2024

About two-thirds of US large-company CEOs believe 2024 will bring better financial fortunes for their organizations, according to a survey.

October 26, 2023

Better business: How to invest in staff and keep staff invested

Learn the latest information on an AICPA apprenticeship program as it approaches an anniversary and gain insight into a December gathering of finance executives from large companies. Listen to the podcast or read the transcript.

October 12, 2023

An unorthodox path to CPA success

A CPA firm owner and mother of five shares the details of her success story in this podcast episode with transcript.

September 7, 2023

Why the outlook of CPA decision-makers has improved

A quarterly survey of CPA decision-makers reveals that inflation is no longer the top challenge for the respondents’ organizations. Learn more in this podcast episode with transcript.

September 1, 2023

How 3 firms tackle the audit talent crunch

Nontraditional career paths, international expansions, and automation are among the approaches three firms are using successfully.

August 24, 2023

3 keys to building a strong team: Partnerships, people, goal alignment

A CFO with a focus on talent development shares the importance of partnerships, people, and goal alignment in this podcast episode with transcript.

August 3, 2023

How one small firm drastically cut its busy-season hours

Two CPA firm leaders share both their family journey and their firm’s journey to a streamlined work environment, including advice on how to shed unwanted clients, in this podcast episode with transcript.

July 27, 2023

Fraud, football, and a viral video: A midsummer compilation

This episode is a midsummer look back at insights from selected 2023 podcast guests, from a Super Bowl CFO to the AICPA vice chair

June 15, 2023

Advice to CFOs: Be agile and adaptable in the face of rapid change

A finance leader and speaker shares lessons for thriving amid economic uncertainty, along with the reasons he keeps coming back to AICPA & CIMA ENGAGE, in this podcast episode with transcript.

June 13, 2023

5 things to stop doing in your firm

Stop putting clients first? Stop making revenue the primary objective? Presenters at ENGAGE explain how these counterintuitive moves could help move your firm in the right direction.

June 5, 2023

ENGAGE 2023: How to make a workplace great for all

The CEO of Great Place to Work shares what goes into the organization’s annual top 100 list and how leaders can create a culture that’s good for everyone, including shareholders.

June 5, 2023

Future of Finance: Upskilling is crucial, but mindset is the crux

Finance leaders understand the importance of skill set, mindset, and tool set, but the order of operations matters more than you might think. An ENGAGE 2023 session illuminates insights from the Future of Finance project.

FROM THIS MONTH'S ISSUE

Cannabis dispensary denied ERC

The Court of Federal Claims held that Sec. 280E, which prohibits deductions and credits for businesses trafficking in controlled substances, applies to the employee retention credit (ERC), including its refundable portion, and denied a cannabis business’s claim for a refundable ERC.