Journal of Accountancy Podcast
Episodes
The Auditing Standards Board's priorities for 2026 and beyond
07 May 2026
Contributed by Lukas
Halie Creps, CPA, chair of the AICPA Auditing Standards Board, joined the JofA podcast to discuss the ASB's refreshed 2026–2030 strategic plan and...
The risks of quick‑turn SOC engagements and what CPAs should know
30 Apr 2026
Contributed by Lukas
System and Organization Controls (SOC) reports are examinations performed by CPAs in accordance with the AICPA's Statements on Standards for Attestati...
How to start a CPA practice: Lessons from a firm founder and a risk expert
23 Apr 2026
Contributed by Lukas
Starting a CPA firm can be both exciting and daunting, with financial, operational, and personal risks along the way. In this Journal of Accountancy p...
A Machu Picchu moment and what it means for aging and retirement
16 Apr 2026
Contributed by Lukas
Younger generations are rethinking retirement — considering more flexibility and well-timed breaks over a traditional model of holding a job until ...
What small firms are getting right about tech and why they're not alone
08 Apr 2026
Contributed by Lukas
Small CPA firms play a critical role in the accounting profession, and new tools are helping them compete, innovate, and grow. In this episode of the ...
Liability lessons on documentation, high-profile clients, CAS engagement letters
02 Apr 2026
Contributed by Lukas
Sarah Ference, CPA, a risk control director at CNA, joins the Journal of Accountancy podcast to discuss recent topics of the JofA's Professional Liabi...
The surprising way one CFO grows her network and her knowledge
26 Mar 2026
Contributed by Lukas
Wassia Kamon, CPA, returned as a guest on the Journal of Accountancy podcast to preview her sessions at the CFO Conference and ENGAGE. Kamon also disc...
Ancient Greece to AI: The past and future of bank fraud
19 Mar 2026
Contributed by Lukas
David Stone, CPA, CFE, MBA, is the author of the most recent FVS Eye on Fraud report. In this episode, Stone, senior manager–Financial Services Prac...
Tax advocacy: AICPA experts on new bills shaping tax preparer rules
12 Mar 2026
Contributed by Lukas
Two AICPA tax experts from the Washington, D.C., office joined the JofA podcast to discuss a recent Government Accountability Office report on paid ta...
Summing up economic sentiment and concerns about inflation, recession
05 Mar 2026
Contributed by Lukas
Optimism among U.S. CPA decision-makers in February improved when compared with the outlook in November, but overall sentiment remains guarded. That...
Talent shuffle: Why people want to change jobs and how leaders can adapt
26 Feb 2026
Contributed by Lukas
At several points over the past six years, employee retention has ebbed and flowed. In part, workforce trends have been tied to the COVID-19 pandemic...
Inside the AICPA's effort to enhance the skills of early-career CPAs
19 Feb 2026
Contributed by Lukas
Early this month, the AICPA launched its Profession Ready Initiative. In this episode of the JofA podcast, Carl Mayes, CPA, the AICPA's vice president...
Lessons in internal control lapses from major fraud cases
11 Feb 2026
Contributed by Lukas
Tammy Thomas, CPA/CFF, CGMA, is a co-author of the most recent FVS Eye on Fraud report, focused on the importance of internal controls preventing em...
Differentiating agentic and generative AI — and more with a Tech Q&A author
05 Feb 2026
Contributed by Lukas
In this episode, Wesley Hartman, co‑author of the Journal of Accountancy's Technology Q&A column, discusses how AI is reshaping work for accounting...
Why stablecoin controls create a solid foundation in an evolving environment
29 Jan 2026
Contributed by Lukas
A new episode of the JofA podcast breaks down the AICPA's updated criteria for stablecoin controls, explaining what issuers and practitioners need to ...
Accountability the 'No. 1 thing' and other reflections from Bill Reeb
22 Jan 2026
Contributed by Lukas
In this episode, former AICPA Chair Bill Reeb, CPA/CITP, CGMA, reflects on more than 40 years in the profession and why he believes accountability is...
Tom Hood on AI, hybrid work, and other 2026 themes shaping accounting
15 Jan 2026
Contributed by Lukas
On this episode of the JofA podcast, an AICPA executive and regular guest discussed trends from discussions with numerous finance professionals, delvi...
Getting unstuck by rethinking processes, people, and AI
08 Jan 2026
Contributed by Lukas
Samantha Bowling, CPA, CGMA, managing partner of GWCPA, shares how her firm eliminated busy season, limited hours, and improved morale while still mee...
Are CPA firms ready for the next wave of data security threats?
17 Dec 2025
Contributed by Lukas
Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics an...
Why 2026 is another 'big tax year'
11 Dec 2025
Contributed by Lukas
Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday from the Digital CPA Conference, offering ...
Where CPAs stand on economic sentiment, what's next for the JofA podcast
04 Dec 2025
Contributed by Lukas
What's the view of finance executives about the U.S. economy and their own businesses? And what's the latest from the IRS on new Trump accounts? Find ...
JofA branded podcast: Investment management at the intersection of tax and wealth services
02 Dec 2025
Contributed by Lukas
In this Journal of Accountancy branded podcast episode, Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, talks with Matt Gotlin, ...
Accelerating accounting outreach, a CPA leader's campus return
20 Nov 2025
Contributed by Lukas
This episode of the JofA podcast explores Accounting Opportunities Experience month, a growing nationwide program to inspire students to pursue accoun...
Want to stop work from consuming your life? First, learn self-awareness
13 Nov 2025
Contributed by Lukas
Andrea Millar, CPA/PFS, thought she knew what really mattered. Getting good grades in school and going above and beyond at work were part of her being...
Real estate tax changes that advisers need to understand
06 Nov 2025
Contributed by Lukas
Withum partner Brian Lovett, CPA, CGMA, J.D., is the guest on this week's episode of the Journal of Accountancy podcast. Lovett is scheduled to speak ...
3 types of difficult people — and how to work better with them
30 Oct 2025
Contributed by Lukas
Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of ...
Reflecting on AI's rise in accounting, looking to what comes next
23 Oct 2025
Contributed by Lukas
"You cannot avoid AI" — but you can and should continue to experiment with it. That's one key message from consultant and keynote speaker Pascal Fin...
AI, succession, the talent pipeline, and defining 'unapologetic' ambition
16 Oct 2025
Contributed by Lukas
This week's podcast guest is Kimberly Ellison-Taylor, CPA/CITP, CGMA, the CEO of KET Solutions and former AICPA and Association of International Cert...
Shutdown concerns, the quest for tax guidance, the future of IRS service
08 Oct 2025
Contributed by Lukas
Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast on Tuesday to provide context on the government shutd...
Car talk: M&A, AI and EVs changing the dealership landscape
02 Oct 2025
Contributed by Lukas
Jimmy Robinson, CPA, CGMA, the national chair of the AICPA Dealership Conference, and his co-presenter and co-worker Jesse Stopnitzky joined the JofA...
Professional liability risks related to Form 1065, CPA firm acquisitions
25 Sep 2025
Contributed by Lukas
Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics an...
'We're still the thinkers' — a reminder for tax pros in the AI era
18 Sep 2025
Contributed by Lukas
In her professional career, Annette Nellen, Esq., CPA, CGMA, cannot recall a time when there was more misinformation in the realm of taxes than today...
Strong storytelling helps speakers deliver 'medicine' without the aftertaste
11 Sep 2025
Contributed by Lukas
Karim Ellis is the keynote speaker at the AICPA Governmental and Not-for-Profit Conference in October in Las Vegas. The early-bird registration deadl...
Summing up economic sentiment and concerns about inflation and tariffs
04 Sep 2025
Contributed by Lukas
Sentiment about the U.S. economy improved slightly — but not nearly enough to be considered a positive outlook — in the latest quarterly Business...
Take a bold leap instead of a tentative step
29 Aug 2025
Contributed by Lukas
"Maybe I never will change the whole world. But every day, I can change my world." Those are the words of profession leader Lindsay Stevenson, CPA, C...
Mark Koziel Q&A: Talent, sense of community, profession opportunities
28 Aug 2025
Contributed by Lukas
"We're not short on things to do." Those are the words of Mark Koziel, CPA, CGMA, CEO of the Association of International Certified Professional Acc...
Loving your work, leaving work behind, and returning refreshed
21 Aug 2025
Contributed by Lukas
Jen Wilson admittedly loves her work. As partner and co-founder at ConvergenceCoaching LLC, she's on the road often, advising accounting firms and pro...
The power of a digital detox and the value of committee volunteering
14 Aug 2025
Contributed by Lukas
For Carrie Kruse, CPA, CGMA, mental clarity is one goal of going on vacation. Also, Kruse likes to be tested while away from her job as economic devel...
JofA podcast summer hiatus
01 Aug 2025
Contributed by Lukas
The podcast is taking a break from full episode posting this week. Listen to previous episodes by visiting the podcast homepage, or find the show on t...
Summer surfing reminders to avoid a transformation wipeout
24 Jul 2025
Contributed by Lukas
"It feels like we were out at sea. We got washed overboard by a big wave and we're floating around in life vests, and wave after wave of transformati...
Mitigate or exacerbate fraud risk? Culture's critical role
15 Jul 2025
Contributed by Lukas
Carey Miller, CPA/CFF, is a co-author of this quarter's FVS Eye on Fraud report, focused on the role of organizational culture in reducing fraud ris...
From Jamaican track star to CPA: A firm leader's unlikely career path
09 Jul 2025
Contributed by Lukas
Growing up, Durran Dunn, CPA, had drive and discipline, but he didn't have any aspiration of using those qualities to become a CPA. He didn't even kno...
AICPA tax priorities and wins in the budget bill now with the House
02 Jul 2025
Contributed by Lukas
Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, joined the JofA podcast early Wednesday to provide context on the fast-moving ...
Change for the better: How your attitude can make all the difference
26 Jun 2025
Contributed by Lukas
Instead of worrying about failure when undergoing a change initiative, why not ask, "What happens if we succeed?" That is summarized sentiment from a...
JofA branded podcast: The evolving insurance market for high-net-worth clients
26 Jun 2025
Contributed by Lukas
In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to...
A trailblazing CPA on managing a merger and why it's OK to lose clients
18 Jun 2025
Contributed by Lukas
Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first f...
A trailblazing CPA on managing a merger and why it's OK to lose clients
18 Jun 2025
Contributed by Lukas
Jody Grunden, CPA, stands out for more than his brightly colored Hawaiian shirts at accounting conferences and events. Grunden was one of the first f...
Accounting talent pipeline: What's the buzz from ENGAGE?
12 Jun 2025
Contributed by Lukas
One popular discussion topic at AICPA & CIMA ENGAGE 25 is the accounting talent pipeline. Liz Burkhalter, the AICPA's director—CPA Pipeline, is taki...
Pessimism, tariff tremors prominent in CPA execs' sentiment
05 Jun 2025
Contributed by Lukas
Sentiment about the U.S. economy and CPA decision-makers' organizations continues to decline in 2025. Second-quarter results released Thursday by the ...
Seek first to understand: How a finance leader manages global teams
29 May 2025
Contributed by Lukas
Jennifer Reilly, CPA, CGMA, values listening. She enjoys the collaboration with fellow finance leaders as part of the Future of Finance Leadership Adv...
Why the PTET SALT deduction is the AICPA's 'No. 1 priority'
21 May 2025
Contributed by Lukas
It's been a dizzying few months since Melanie Lauridsen, the AICPA's vice president–Tax Policy & Advocacy, last appeared on the Journal of Accou...
The 'robot uprising' and you: A CPA leader's view on harnessing AI
15 May 2025
Contributed by Lukas
This week's episode is a mix of CPA-centric news and a Q&A with a leader in the profession. First is a summary of the House Ways and Means Committee'...
Professional liability Q&A: AI disclosure, retired-partner risk, and more
08 May 2025
Contributed by Lukas
Sarah Ference, CPA, an author of the JofA's Professional Liability Spotlight column, returns to the JofA podcast to discuss recent column topics and ...
The value of stay interviews; also, are business cards becoming extinct?
01 May 2025
Contributed by Lukas
The latest Journal of Accountancy podcast episode is a wide-ranging conversation with two likely familiar names to listeners. April Walker, CPA, CGMA...
Overcoming 'the creep' that puts our dreams and goals on hold
29 Apr 2025
Contributed by Lukas
Author, speaker, and presidential pickup game basketball player Ben Nemtin makes a return visit to the Journal of Accountancy podcast. Four years a...
An overlooked growth opportunity: Uncertainty
24 Apr 2025
Contributed by Lukas
Very few people will be imprisoned the way Sam Goodwin was — for nine weeks in a harrowing situation six years ago. Goodwin says we can all be "hel...
The new CPA Exam: Year-one trends and tips for success
17 Apr 2025
Contributed by Lukas
As the demands on modern CPAs change, so also does the CPA Exam. Updates in the design and focus of the CPA Exam have been in effect for about a year...
The uncomfortable work of leadership
10 Apr 2025
Contributed by Lukas
Half a life ago, Michael Brody-Waite didn't think he was going to make it to his 25th birthday. Today, he's an author, entrepreneur, and leadership co...
Tax legislation, audit oversight, and other AICPA advocacy focus areas
03 Apr 2025
Contributed by Lukas
No matter who's in charge, regulation, legislation, and education remain front and center when it comes to advocacy efforts in Washington, according t...
Tips for driving change and driving out drama
27 Mar 2025
Contributed by Lukas
Alex Dorr speaks to audiences and organizations all over about ditching the drama and getting more productivity and engagement from employees and more...
JofA-branded podcast: Critical conversations about business transition planning
26 Mar 2025
Contributed by Lukas
In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with bus...
Financial tracing: Show me the money
20 Mar 2025
Contributed by Lukas
David Zweighaft, CPA/CFF, is a co-author of this quarter's Eye on Fraud report, focused on financial tracing. Zweighaft joined the Journal of Account...
Explaining stablecoin risks and the need for reporting criteria
13 Mar 2025
Contributed by Lukas
On March 5, the AICPA published a comprehensive set of criteria for reporting on the digital assets known as stablecoins. The criteria are designed...
Breaking down the reasons for a decline in economic sentiment
11 Mar 2025
Contributed by Lukas
For several reasons, including persistent inflation and concern about the effects of tariffs, CPA decision-makers in business and industry are less op...
Leading change: The CFO agenda, International Women's Day
06 Mar 2025
Contributed by Lukas
The AICPA & CIMA CFO Conference begins April 23 in La Quinta, Calif. The co-chairs of the conference planning committee joined the Journal of Acco...
Want to be CEO of a CAS practice?
27 Feb 2025
Contributed by Lukas
Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their cl...
Defining the office in 2025: Shifting models of where work gets done
20 Feb 2025
Contributed by Lukas
Jennifer Wilson, the CEO of ConvergenceCoaching LLC, co-presented a session at Digital CPA in Denver that addressed talent and leadership differences ...
AICPA & CIMA CEO about accounting: 'The opportunities are endless'
18 Feb 2025
Contributed by Lukas
Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part con...
3 things to know about AICPA & CIMA's new CEO
13 Feb 2025
Contributed by Lukas
Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podca...
Keys to building winning teams at work
06 Feb 2025
Contributed by Lukas
Chris Dyer, whose recent book details seven pillars of corporate culture, joined the Journal of Accountancy podcast from the Future of Finance Summit ...
'A big tax year': What practitioners need to know now
30 Jan 2025
Contributed by Lukas
It's not even five weeks into 2025, and already there's a bevy of news affecting tax practitioners. Melanie Lauridsen, the AICPA's vice president–Ta...
The CFO who ran her own race but didn't run (or swim or bike) alone
23 Jan 2025
Contributed by Lukas
On LinkedIn, the congratulatory messages poured in for Janice Stucke, CPA, after she completed an Ironman triathlon in October. Those messages all had...
Risk resolutions for 2025: Remember to put your No. 1 client first
16 Jan 2025
Contributed by Lukas
Risk management, in the words of Sarah Ference, CPA, doesn't have to be overly complicated or time consuming. "It's really a mindset," said Ference, ...
Hiring best practices: How to succeed in a competitive labor market
09 Jan 2025
Contributed by Lukas
What's the future of fully in-office work? What's the hiring outlook for finance and accounting roles in 2025? Steve Saah, the executive director of t...
Seeing the future: 4 CPA leaders look ahead to 2025
19 Dec 2024
Contributed by Lukas
Last week in San Diego, a group of 165 finance leaders convened for the fourth Future of Finance Summit. This JofA podcast episode is a compilation of...
Farewell Q&A as CEO: Melancon talks retirement, passion for profession
12 Dec 2024
Contributed by Lukas
It's no secret anymore: Barry Melancon, CPA, CGMA, is retiring as CEO of AICPA & CIMA. He was first named CEO of the AICPA nearly 30 years ago, and he...
A change in optimism about the US economy
05 Dec 2024
Contributed by Lukas
The potential for less regulation is one factor driving optimism among CPA decision-makers in a quarterly survey, according to Ken Witt, CPA, CGMA, AI...
2025 tax preview: Perspective from an AICPA tax policy advocate
21 Nov 2024
Contributed by Lukas
Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, reflected on how election results might inform future tax legislation and why...
Future leaders, be advised: 'What got you here … won't get you there'
14 Nov 2024
Contributed by Lukas
Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, understands why accounting skills are often rank...
Driving better savings discipline and loving the work you do
07 Nov 2024
Contributed by Lukas
Stig Nybo is not afraid to admit that he's made mistakes. He's also happy to have been part of a movement that improved the thinking around retiremen...
How auditors can demystify transformative technology
31 Oct 2024
Contributed by Lukas
Digital disruption is everywhere, including in the practice of internal audit. An audit leader joined the JofA podcast recently to discuss how techno...
Advice for future CFOs: One communication skill that sets you apart
24 Oct 2024
Contributed by Lukas
Scott Simmons is co-managing partner at the firm Crist Kolder Associates. In more than two decades handling executive searches for clients, he's seen ...
Analysis, clarity, and a quiz: A preview of the National Tax Conference
17 Oct 2024
Contributed by Lukas
In less than four weeks, IRS officials and tax practitioners will gather in Washington for the AICPA & CIMA National Tax Conference. The event begins...
The value of connection: Reflections of an advocate for women
03 Oct 2024
Contributed by Lukas
Alicia Antonetti-Tricker, a principal at Crowe LLP, remembers a time when she saw very few women in leadership roles in the accounting profession. Wh...
Never give up: A CFO tackles tech implementation and triathlons
26 Sep 2024
Contributed by Lukas
Becoming a CFO isn't easy. Neither is completing an iron-distance triathlon. Janice Stucke, CPA, is doing both, and she relies on accounting skills to...
JofA highlights: Tackling accounting's talent shortage, ChatGPT tips
19 Sep 2024
Contributed by Lukas
Jeff Drew, the JofA's editor-in-chief, is the guest on today's episode, the 400th in the history of the JofA podcast. He's recapping for listeners som...
AICPA chair: Why change is good, and needed, for the profession
12 Sep 2024
Contributed by Lukas
Carla McCall, CPA, CGMA, managing partner of the firm AAFCPAs, began her one-year term as AICPA chair in May. In this JofA podcast episode, she said ...
What replaced inflation as the top challenge for finance leaders
05 Sep 2024
Contributed by Lukas
Ken Witt, CPA, CGMA, AICPA & CIMA associate director – Management Accounting Research and Development, discusses in this JofA podcast episode the r...
Chasing the right things: Keynote speaker's keys to contentment
29 Aug 2024
Contributed by Lukas
In about two months, Corey Ciocchetti will deliver a keynote session at the AICPA & CIMA Governmental and Not-for-Profit Training Program. He previe...
Potential effects of Loper Bright and Corner Post on tax practitioners
22 Aug 2024
Contributed by Lukas
On this episode of the JofA podcast, Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, explains some of the tax-related reperc...
Lessons learned, future in focus: Melancon looks back and ahead
15 Aug 2024
Contributed by Lukas
Barry Melancon, CPA, CGMA, was named the leader of the AICPA when he was in his mid-30s. Now, in his final months as CEO of AICPA & CIMA, he discus...
A matter of trust: Melancon reflects on nearly 30 years as CEO
08 Aug 2024
Contributed by Lukas
Barry Melancon, CPA, CGMA, was named leader of the AICPA when he was in his mid-30s. Now, in his final months as CEO of AICPA & CIMA, he discusses his...
'Time is of the essence': Next steps after the NPAG report release
01 Aug 2024
Contributed by Lukas
The National Pipeline Advisory Group published its final report on talent solutions for the accounting profession, and the group's chair, Lexy Kessler...
Tech adoption at light speed: Balancing euphoria with cynicism
25 Jul 2024
Contributed by Lukas
Tom Vartanian, executive director of the Financial Technology & Cybersecurity Center, joined the JofA podcast recently to discuss concerns about the r...
What is cannabis rescheduling? And how might it affect CPAs?
18 Jul 2024
Contributed by Lukas
The AICPA & CIMA Cannabis Industry Conference starts Aug. 12 in Aurora, Colo. Rachel Gillette will be one of the event's front-and-center speakers and...
How tax practitioners viewed filing season, plus ERC and BOI updates
11 Jul 2024
Contributed by Lukas
Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joined the Journal of Accountancy podcast earlier this month to discuss the l...
Analyzing Moore: The ruling that upheld the Sec. 965 transition tax
02 Jul 2024
Contributed by Lukas
Tony Nitti, CPA, discusses a recent U.S. Supreme Court decision that some observers viewed as having the potential for wide-ranging changes in tax law...
Longtime CPA leader: 'An amazing time to be in the profession'
26 Jun 2024
Contributed by Lukas
Calvin Harris, CPA, knew he wanted to be an accountant well before he got to college. He had several mentors who helped him make that decision. It's o...
Parting thought from ENGAGE: Don't let tech changes overwhelm you
20 Jun 2024
Contributed by Lukas
Byron Patrick, CPA/CITP, CGMA, took time from his schedule during AICPA & CIMA ENGAGE a few weeks back to join the JofA podcast. Patrick, recently nam...
Quality management: Details of a standard-setting journey
13 Jun 2024
Contributed by Lukas
Sara Lord, CPA, is chair of the Auditing Standards Board (ASB), which recently issued a new standard that completes the suite of quality management st...