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.
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TOPICS
Professional development
How a CPA saved a state millions in health care costs
Marilyn Bartlett, CPA, changed the conversation about health care policy when her penchant for numbers saved Montana’s state employee health plan millions without increasing member or employer contributions.
The new world of work: Tips for success as an accounting manager
As workplace expectations change, this advice can
help firms and their people create an environment
that attracts and retains employees.
‘Seizing the moment’ starts with giving back to the profession
The phrase “to live a life that matters” inspires incoming
AICPA Chair Okorie Ramsey every day.
How students view the accounting profession
A survey finds that students form perceptions of the accounting profession early — even before they enter college.
AICPA releases expanded plan for addressing CPA pipeline challenges
The plan seeks to address root causes of talent pipeline issues in a concerted effort to increase the number of students pursuing accounting degrees and CPA licensure.
Make performance reviews more effective
Reviews focused on career goals and needs can better enable employees to succeed.
Learning to be a leader: Grab a mirror and a book
A CPA firm leader-turned-company president discusses what he knew and what he wished he had known before a career switch, the importance of emotional intelligence, and why “base hits” are sometimes not the right approach to performance management.
Accounting student masters second chance at life
Terrell Williams, paralyzed from the waist down after being shot six years ago, is taking steps to become a CPA. He retells the story of that day and explains why purpose is now part of his pursuit in this podcast episode with transcript.
Nothing left to chance: The life of a lottery auditor
Auditors are accustomed to working with numbers and moving targets, but a select few work with numbers on bouncing balls.
Prestige and value: A CPA career coach’s view on education requirements
A CPA who advises candidates on CPA Exam preparation and their careers shares her story and reasons she thinks the 150-hour educational requirement is important.
‘Status quo is the riskiest option’: One leader’s proven approach
Joey Havens, CPA, a partner at a major firm, explains how to build enduring culture and why professionals should have an anticipatory mindset in this podcast episode with transcript.
Trust and consequences: Leaders who don’t listen pay a price
Business executives aren’t aware of many trust-damaging events that result in the loss of employees and consumers, according to a PwC survey. A proper response to these blind spots could pay dividends.
How universities are working to boost the CPA pipeline
Two universities found approaches to attract more students to accounting programs and encourage them to pursue CPA licensure.
How remote work affected early-career auditors
A new study delves into both the negative impacts and upsides of remote working on the learning and professional development of early-career auditors.
Managing vs. leading: Why that distinction matters in the modern workplace
A keynote speaker at the upcoming AICPA & CIMA CFO Conference recounts the reaction he first got from his boss to a TEDx talk about managing people that has since gone viral.
Cultivating tech talent: A CPA firm leader’s elementary approach
The CEO of a top 100 CPA firm shares more about her unconventional journey to becoming a CPA and why she seeks out unconventional talent in this podcast episode with transcript.
Inflation, talent, labor costs: 3 challenges amid slightly rising optimism
Most respondents in a quarterly survey are worried about inflation. But there’s a bit of a thaw in pessimism since the fourth quarter of last year. Learn more in this podcast episode with transcript.
Kapil Mehta, CPA, CGMA
Kapil Mehta, CPA, CGMA, is CFO and COO at Allied Digital Services LLC in Torrance, Calif.
Vroom, or doom and gloom? Thoughts on succeeding amidst uncertainty
Consultant Pascal Finette rejoins the JofA podcast to discuss the importance of “lifting your gaze” and answering the question “What can I create?”
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