The first installment of a three-episode podcast road trip features an in-person discussion with a CPA who has learned to prioritize unplugging while on vacation. Listen to the episode or read the Q&A with Iowa’s Carrie Kruse, CPA, CGMA.
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TOPICS
Information management and technology assurance
Intelligent process automation (IPA) pre-implementation planning guidelines
This framework helps firms and finance departments align strategies, optimize processes, and get ready for deploying IPA.
Accounting automation’s intelligent future
Unlike robotic process automation, intelligent process automation has advanced AI that can assist with judgments previously only CPAs could handle.
Quickly clean data with Excel’s TRIMRANGE and trim references
The TRIMRANGE function eliminates blank rows or columns from the boundaries of a specified range. This can be helpful when importing data from external sources, which can result in inconsistent formatting.
Optimize your meeting calendar in Outlook
Microsoft Outlook has several features that make it easier to schedule
meetings and help you manage and share your calendar more efficiently.
Overworked or overwhelmed? The two sides of technology
Productivity is lacking in the workplace, according to a Microsoft survey, with technology posing both as the problem and the solution.
3 ways to use ChatGPT-4o with Excel
This column looks at three ways to use
ChatGPT-4o with Excel.
6 Android phone features that boost productivity
This column looks at six phone features that can help with productivity and support better work/life balance.
‘Shift your tech strategy’: 3 keys to positive ROI
Business leaders are investing more than ever in new technologies, but the investment likely won’t pay off without a plan that aligns tech with business objectives.
Lessons from a CPA whose firm delivered a ‘textbook response’ to data breach
The owner of a CPA firm in Texas told attendees at an AICPA & CIMA ENGAGE 25 session on data security that the breach was one of the hardest things she had experienced in her career, yet she came out of it with clients still viewing her positively.
Insights from ENGAGE: Clever ways to improve your focus at work
Technology is responsible for creating decision fatigue, but a productivity expert shares how you can use those same technologies to reverse the impact and gain greater focus.
ENGAGE road trip: Simple directions for a smooth AI journey
On the surface, the number of sessions at AICPA & CIMA ENGAGE 25 that touch on artificial intelligence might seem intimidating to AI newcomers, but an AI workshop instructor explains why getting started is easier than you think.
5 advanced ways to use ChatGPT
This column offers 5 ways to take your ChatGPT skills to the next level.
Say bye to PivotTables with Excel’s new PIVOTBY function
This column introduces PIVOTBY, a new Excel function that may let you say bye-bye to PivotTables.
Agentic AI poised to change the way CPAs work
Find out what the next leap in the evolution of artificial intelligence is and how it may affect the way accountants do their job.
Real-life ways accountants are using AI
From mail automation to technical memos to data analysis and marketing, CPAs are transforming their work processes.
The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI
An expert on artificial intelligence explains why the profession is well suited to deal with fast-moving technological changes despite saying, “Nobody can actually fully keep up.” Listen to the podcast episode or read the Q&A.
Professional liability Q&A: AI disclosure, retired-partner risk, and more
An author of the JofA’s Professional Liability Spotlight column explains why the answer to the question “Should I disclose my use of generative AI to clients?” isn’t simple. Listen to the podcast episode or read the Q&A.
Working smarter: 3 apps for CPAs
Expert panelists who will appear at AICPA & CIMA ENGAGE 25, June 9–12 in Las Vegas and live online, share top app recommendations across three main categories: productivity, training, and communication.
How CPAs can combat the rising threat of deepfake fraud
Faked, live video and audio of executives can fool employees and cost companies millions, but accountants can take steps to mitigate the risk.
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