Journal of Accountancy Podcast

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...

Small 'signs of strength' despite continued concern about inflation

06 Jun 2024

Contributed by Lukas

Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why fina...

AICPA & CIMA CEO search: Details from the selection committee chair

06 Jun 2024

Contributed by Lukas

Anoop Mehta, CPA, CGMA, is the chair of the selection committee that will choose the next AICPA & CIMA CEO. Mehta, a former AICPA chair and Associati...

More than coffee and LinkedIn: 'You never know who you might inspire'

29 May 2024

Contributed by Lukas

Trisha Nomura, CPA, CGMA, and Abel Soares III, CPA/PFS, don't live far from each other, but they didn't know the other's story until Soares was featu...

Maximizing the ENGAGE experience: A co-chair's guidance

23 May 2024

Contributed by Lukas

Marty Finn, CPA/PFS, J.D., LL.M., is an ENGAGE co-chair, focusing on tax, personal financial planning, and estate planning topics for the event, which...

Why the SEC climate rule deserves CPAs' attention

16 May 2024

Contributed by Lukas

Ami Beers, CPA, CGMA, senior director–Assurance & Advisory Innovation for AICPA & CIMA, joins the JofA podcast for this episode to guide CPAs on ho...

After April 15: Top-of-mind tax advocacy topics, including the ERC

09 May 2024

Contributed by Lukas

Tax filing season can be a marathon, or it can be a sprint to the finish. Either way, the collective sigh of relief is real. Melanie Lauridsen, vice...

How AI can drive a proactive approach to corporate finance

02 May 2024

Contributed by Lukas

Roger Kenyanya, vice president of finance at home improvement store Lowe's, took part in the inaugural AICPA and CPA.com AI Symposium about three ...

How accountants can appropriately rely on AI

25 Apr 2024

Contributed by Lukas

Danielle Supkis Cheek, CPA, vice president and head of Analytics & AI for Caseware, had an interesting way to continue her exploration of the ethics...

'Go before you're ready': Advice for leaders in all walks of life

18 Apr 2024

Contributed by Lukas

To Jen Croneberger, it's easy for many in society to spend a lot of time planning to do big things but not always carrying out those plans. Taking an ...

Comfort in the uncomfortable: One-on-one meeting strategies that work

11 Apr 2024

Contributed by Lukas

In the first part of a two-part podcast discussion, Hamza Khan detailed how he was affected by a severe case of burnout about 10 years ago. In this...

Working 9 to 9: One expert's experience with severe burnout

04 Apr 2024

Contributed by Lukas

Hamza Khan believes the four-day workweek to be "an inevitability." It is the sort of workplace trend that could help to diminish burnout, which is t...

How to best tackle technology and the talent pipeline

28 Mar 2024

Contributed by Lukas

Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement at AICPA & CIMA, together as the Association of International Cer...

The reasons economic sentiment about the coming year is on the rise

21 Mar 2024

Contributed by Lukas

Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, explains in this JofA podcast episode why fi...

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

15 Mar 2024

Contributed by Lukas

The AICPA & CIMA CFO Conference begins April 24 in Charleston, S.C. Sandy Sloyer, CPA, CGMA, and Misty Geer, CPA, CGMA are long-time members of t...

Clearing up BOI confusion and other tax advocacy updates

14 Mar 2024

Contributed by Lukas

Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, returns as a guest on the JofA podcast to update listeners on the focus ar...

Why are there fewer accountants? What the research says

07 Mar 2024

Contributed by Lukas

The factors contributing to a decline in the accounting talent pool are many, and so are the strategies to address the issue.  In this podcast episod...

Bubble trouble: How leaders can identify and escape their biases

29 Feb 2024

Contributed by Lukas

Wassia Kamon, CPA, was a featured speaker at the Future of Finance Summit in Orlando late last year, and she joined the JofA podcast from the event t...

JofA roundtable: Why 2024 is shaping up as a big year for 'people tech'

22 Feb 2024

Contributed by Lukas

Bring together three of the top experts in the accounting technology space, and you're bound to learn something (often, many things) new. That's been ...

Tech roundtable: AI and automation go way beyond ChatGPT

21 Feb 2024

Contributed by Lukas

ChatGPT generates most of the headlines, but it's only a small part of the big picture when it comes to artificial intelligence (AI) in the accounting...

What it's like to be a finance apprentice

15 Feb 2024

Contributed by Lukas

Darryl Bonner of Connecticut-based Liberty Bank is part of a pioneering finance apprenticeship program. He's in the midst of a rotation through sever...

Why accounting deserves STEM status, and how you can help

08 Feb 2024

Contributed by Lukas

The practice of accounting is increasingly tied to technology, the T in the acronym STEM (science, technology, engineering, math). That tie-in is one ...

Super Bowl CFO Q&A: AI, risk management, enjoying the moment

06 Feb 2024

Contributed by Lukas

Dan Crumb, CPA (inactive), CGMA, is a repeat guest on the JofA podcast, because, as CFO and executive vice president of the Kansas City Chiefs, his te...

Explaining the role of ARSC and its decision tree

01 Feb 2024

Contributed by Lukas

Mike Westervelt, CPA, is chair of the AICPA Accounting and Review Services Committee (ARSC), and he joins this episode of the JofA podcast to discuss...

ERC, BOI, e-signature relief: 3 focus areas for tax advocacy

25 Jan 2024

Contributed by Lukas

Melanie Lauridsen, vice president–Tax Policy & Advocacy for the AICPA, joins the JofA podcast to review 2023's tax advocacy highlights and look ahea...

The importance of targeting talent early, enthusiastically

18 Jan 2024

Contributed by Lukas

Jennifer Wilson is passionate about the accounting pipeline and the work being done by the National Pipeline Advisory Group (NPAG). Wilson, the CEO o...

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

11 Jan 2024

Contributed by Lukas

Kimberly Ellison-Taylor, CPA, CGMA, the founder and CEO of KET Solutions and a former AICPA board chair, is energized by people she met and words she...

Gen AI, business model transformation, and more with AICPA & CIMA CEO

04 Jan 2024

Contributed by Lukas

Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, explains why the accounting profession has to embrace generative artificial intelligence (Gen AI)...

A Robert Half executive on the 2024 hiring outlook

21 Dec 2023

Contributed by Lukas

Steve Saah, executive director of the finance and accounting permanent placement practice at Robert Half, joined the JofA podcast last week at the Fu...

Power of the peer group: Riding the wave of finance transformation

19 Dec 2023

Contributed by Lukas

The JofA podcast took a road trip last week to the Future of Finance Summit, catching up with several leaders on highlights from the event and reflect...

Podcast part 1: Melancon on news and trends affecting CPAs

14 Dec 2023

Contributed by Lukas

Barry Melancon, CPA, CGMA, the CEO of AICPA & CIMA, joins the show this week for the first part of a two-part conversation on the state of the profess...

The 2024 hiring plans of finance executives, plus their top challenges

07 Dec 2023

Contributed by Lukas

In the fourth-quarter results of the Business and Industry Economic Outlook Survey, CPA decision-makers remain pessimistic about both the global and ...

Hear all about it: What's in the December JofA

30 Nov 2023

Contributed by Lukas

Jeff Drew, the JofA's editor-in-chief, is the guest on today's episode, taking listeners through some of the articles in the December issue, which goe...

Doubling down on tech: What's in store at Digital CPA in Vegas

16 Nov 2023

Contributed by Lukas

The 2023 Digital CPA Conference, Dec. 3–6 in Las Vegas, will be the event's 12th year. To explore the trends that drive this year's agenda – and t...

In an online meeting, where do you direct your eyes?

09 Nov 2023

Contributed by Lukas

The title above is the first question posed to the guest on this episode of the JofA podcast. Byron Patrick, CPA/CITP, CGMA, vice president—Client S...

'Moving so quickly': The latest on ESG compliance

02 Nov 2023

Contributed by Lukas

When will the SEC's proposed rule on climate disclosures become final? And what effect will new legislation in California have on companies across the...

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

26 Oct 2023

Contributed by Lukas

For several years now, finance executives have had talent development and retention on their minds – even with all the other business headwinds the...

No Plan B: A personal lesson about retirement readiness

19 Oct 2023

Contributed by Lukas

Stephanie Hughes doesn't want anyone, especially families, to face an unforeseen crisis when it comes time to retire. Her family's own struggles, when...

An unorthodox path to CPA success

12 Oct 2023

Contributed by Lukas

Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses, and has zero work experience in a public accounting fir...

Why should CPAs understand ChatGPT?

05 Oct 2023

Contributed by Lukas

In the spring, two technology-focused accounting educators wrote an article about ChatGPT's ability to answer hypothetical client questions. Now, the...

Driving fuel efficiency: CPAs' changing role in oil and gas reporting

28 Sep 2023

Contributed by Lukas

Ryan Bogner, EY's Americas digital sustainability leader, is the keynote speaker at the AICPA & CIMA Oil & Gas Conference in November in Las Vegas. He...

Summing up Sid: The ultimate CPA and friend to all

22 Sep 2023

Contributed by Lukas

Plenty of CPAs can say they learned something from Sid Kess, who died last week at age 97. Some earned CPE credits from a Kess conference session, oth...

ERC suspended: What happens next

15 Sep 2023

Contributed by Lukas

On Thursday, the IRS suspended the processing of new employee retention credit (ERC) claims to combat the prevalence of fraud. These measures will ...

No regrets: Reflections on a family-owned CPA firm's 'great run'

14 Sep 2023

Contributed by Lukas

For Kevin Martin, CPA, the many happy memories of his father — also a CPA named Kevin Martin — outweigh the grief that accompanied the elder Mart...

Why the outlook of CPA decision-makers has improved

07 Sep 2023

Contributed by Lukas

It's not a rosy outlook by any means, but the mood of finance decision-makers has brightened in the past three months. That's according to a third-...

An updated practice aid and how it can assist in audits of digital assets

01 Sep 2023

Contributed by Lukas

The AICPA's Digital Assets Working Group published the first iteration of its digital assets practice aid in late 2019. Since then, much has changed r...

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

24 Aug 2023

Contributed by Lukas

When Rand Greenblatt, PA, assumed the role as CFO of Elixir Solutions in early 2022, he set out to improve finance operations while empowering team me...

Hybrid intelligence: Working with AI instead of against it

17 Aug 2023

Contributed by Lukas

Future-focused consultant and entrepreneur Scott Klososky admits he doesn't know exactly what the future holds as it relates to artificial intelligenc...

'All in this together': Addressing the CPA pipeline issue

10 Aug 2023

Contributed by Lukas

Lexy Kessler, CPA, CGMA, is the chair of the National Pipeline Advisory Group, a group of accounting stakeholders formed to help shape strategy to ...

How one small firm drastically cut its busy-season hours

03 Aug 2023

Contributed by Lukas

Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates LLP,...

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

28 Jul 2023

Contributed by Lukas

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

Why the disconnect? Risks are everywhere; risk management is not

20 Jul 2023

Contributed by Lukas

A survey report that focuses on enterprise risk management (ERM) and offers tools for risk practitioners is the focus of this episode of the JofA podc...

S corps. and Rev. Rul. 2008-18 F reorganizations

13 Jul 2023

Contributed by Lukas

In this podcast episode, a collaboration between the JofA and the Tax Section Odyssey podcasts, Tony Nitti, CPA, partner—National Tax at EY, joins A...

Where do we go from here? Career advice for high performers

07 Jul 2023

Contributed by Lukas

Donny Shimamoto, CPA/CITP, CGMA, the founder and managing director of Intraprise TechKnowlogies LLC, recently co-hosted a conference session on feedb...

The key role accountants will play in the shifting definition of value

29 Jun 2023

Contributed by Lukas

As the components of a company's value change, the role of finance must adapt to what it reports and how it manages tangible and intangible assets. Th...

CPAs and cannabis businesses – a 2023 update

22 Jun 2023

Contributed by Lukas

Advising legal cannabis-related businesses is a growing opportunity for CPAs. The landscape is ever-changing, on regulatory and other fronts. Andrew H...

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

15 Jun 2023

Contributed by Lukas

Chris Ortega is an upbeat person, as anyone who's seen him present at a conference knows. But he also understands that, economically, times are tough...

The power skills needed to lead effectively — from the AICPA's vice chair

08 Jun 2023

Contributed by Lukas

Carla McCall, CPA, CGMA, was a prominent speaker at AICPA & CIMA ENGAGE 2023 for good reason. On this episode of the Journal of Accountancy podcast, M...

Summing up economic sentiment: Less revenue, more pessimism

01 Jun 2023

Contributed by Lukas

CPA decision-makers in business and industry weren't optimistic at the end of last year, but their outlook grew a bit sunnier as 2023 began. Now, as ...

Bots emerge as cyber threat for accounting firms

25 May 2023

Contributed by Lukas

ChatGPT and other generative artificial intelligence bots have made a big splash this year, with ChatGPT even passing the CPA Exam earlier this month...

Tech roundtable: Getting your data in order

18 May 2023

Contributed by Lukas

Technology experts in the accounting space have plenty to say about the assets that organizations should protect from cybercriminals, what Web 3.0 cou...

Tech roundtable: Tapping into automation and tools of the future

11 May 2023

Contributed by Lukas

Technology experts in the accounting industry have plenty to say about ChatGPT, staffing issues and a push toward more automation, and how organizatio...

Learning to be a leader: Grab a mirror and a book

04 May 2023

Contributed by Lukas

For Dan Griffiths, CPA, CGMA, the president at Lume, a deodorant company headquartered in Utah, taking a rigorous approach to analysis – whether it...

Accounting student masters second chance at life

27 Apr 2023

Contributed by Lukas

Terrell Williams is about to graduate with a master's degree in accounting. That's something he never would have considered after dropping out of coll...

How one firm transformed its partner compensation model

20 Apr 2023

Contributed by Lukas

Incentivize the behaviors you want. That was the theory behind GRF CPAs & Advisors' decision to change its partner compensation model several years ag...

Prestige and value: A CPA career coach's view on education requirements

13 Apr 2023

Contributed by Lukas

Nikki Winston, CPA, can recall a time when, for her, it might have been easy to give up on pursuing CPA licensure. Now, she receives messages from CPA...

'Status quo is the riskiest option': One leader's proven approach

06 Apr 2023

Contributed by Lukas

It's obvious that change is happening rapidly these days, but is the accounting profession moving quickly enough to adapt to that change? It's a quest...

Of high interest: What rising rates mean for everyone

30 Mar 2023

Contributed by Lukas

As consumers, the current environment of higher interest rates affects us in several ways. One of the obvious ways is for potential homebuyers, who a...

Managing vs. leading: Why that distinction matters in the modern workplace

23 Mar 2023

Contributed by Lukas

Hamza Khan had just spoken at a TEDx event in 2016 when he got a message from his boss: See me in my office, first thing in the morning.  Khan, an ...

Cultivating tech talent: A CPA firm leader's elementary approach

16 Mar 2023

Contributed by Lukas

Avani Desai, CPA, doesn't trace her journey to becoming the CEO of a top firm to her youth — she goes back to before her birth, to the emphasis her...

Inflation, talent, labor costs: 3 challenges amid slightly rising optimism

09 Mar 2023

Contributed by Lukas

Overall, positivity about the U.S. economy remains muted, with just 23% of respondents to a recent survey saying they are optimistic about the dome...

Won't get fooled again: The who, what, and why of fraud

02 Mar 2023

Contributed by Lukas

Kelly Richmond Pope, CPA, CGMA, is a professor at DePaul University and the author of a book scheduled to be published later this month on fraud. Foo...

Vroom, or doom and gloom? Thoughts on succeeding amidst uncertainty

23 Feb 2023

Contributed by Lukas

Uncertainty isn't going away. And because of that, entrepreneur and consultant Pascal Finette says that organizations and leaders should think differe...

Culture you can feel: Advice for making it an accelerator, not a constraint

16 Feb 2023

Contributed by Lukas

A well-defined, vibrant work culture certainly can help employees perform at or above expectations. And a poor culture can absolutely be a performanc...

How CPAs focused on advisory services can answer several common questions

09 Feb 2023

Contributed by Lukas

Robin Thieme, CPA/CITP, CGMA, the founder and CEO of KBS CFO, has gotten all kinds of questions over the years from clients. As an early adopter of of...

Super Bowl CFO: How finance supports the Chiefs' on-field success

07 Feb 2023

Contributed by Lukas

Making a run to the Super Bowl never gets old. That's one of the messages that Dan Crumb, CPA, CGMA, the CFO of the Kansas City Chiefs, shares in thi...

Digital assets in danger: How to guard against hackers

03 Feb 2023

Contributed by Lukas

Steve Ursillo, CPA/CITP, CGMA, is a partner in the Risk & Accounting Advisory Group at Cherry Bekaert and the firm's national leader of information as...

Innovative CPA firm leader: 'We never had a fear of trying'

26 Jan 2023

Contributed by Lukas

Jody Grunden, CPA, the co-founder and CEO of Summit CPA Group, isn't afraid to fail — he says he's done it many times over the years. The firm, now ...

What's the 411? Explaining Schedules K-2 and K-3

20 Jan 2023

Contributed by Lukas

Consternation and chaos are two of the words used to describe some of the reactions to IRS updates related to Schedules K-2 and K-3. On this collabora...

Struggling actor to CPA firm owner: One leader's unlikely path

19 Jan 2023

Contributed by Lukas

Orumé Hays, CPA, CGMA, didn't follow a traditional path to owning an accounting practice. From Africa to the Big Apple, she blazed a trail all her ow...

Taxpayer advocate Q&A: IRS backlogs, service calls, new leadership

12 Jan 2023

Contributed by Lukas

On Wednesday, National Taxpayer Advocate Erin Collins delivered an annual report to Congress, saying that the IRS is in better shape than at this time...

'The apprenticeship guy': CFO embraces program to bridge talent gap

10 Jan 2023

Contributed by Lukas

In November, Paul Young, CPA, CGMA, senior executive vice president and CFO at Liberty Bank, was part of the formal recognition by the Department of L...

Hopes for 2023: Addressing change fatigue, making creative connections

05 Jan 2023

Contributed by Lukas

Lindsay Stevenson, CPA, CGMA, chief transformation officer at the firm BPM, reflects on two recent conferences and shares thoughts on what might be ne...

Future of Finance takeaways: Hopes for the workforce in 2023

21 Dec 2022

Contributed by Lukas

When Jeannine K. Brown was a Journal of Accountancy podcast guest in September, she talked about the need for organizations to create a sense of psych...

Future of Finance takeaways: Talent, transformation, trust

14 Dec 2022

Contributed by Lukas

With the pace of change accelerating on numerous fronts, finance leaders are aiming to stay ahead on trends such as hybrid work, lack of talent, and o...

The CPA's guide to technology (and tech gifts)

08 Dec 2022

Contributed by Lukas

Few people in the accounting space know more about technology than Inspector Gadget. Inspector Gadget? The cartoon character with the go-go arms from ...

Talent in 2023: What's on the minds of company executives

07 Dec 2022

Contributed by Lukas

Julia Lamm is a workforce transformation partner at PwC, and in her role she hears executives' thoughts on strategies and their concerns related to ta...

Pockets of optimism — why there's hope amidst 'doom and gloom'

02 Dec 2022

Contributed by Lukas

Sentiment about the economy, domestically and globally, is quite low in the quarterly Business & Industry Economic Outlook Survey. In fact, the last t...

How to make busy season fun (yes, fun)

29 Nov 2022

Contributed by Lukas

If the words "busy season" start your stomach churning, Rabecca Eunis, CPA, knows how you feel. Starting her accounting career with her father's firm,...

Remembering an enthusiastic CPA who challenged the status quo

22 Nov 2022

Contributed by Lukas

Steve Player, a CPA with a passion for advancing the profession, recently died. Today, we pause to remember Player and the contributions he enthusiast...

Unearthing talent: Embracing the 'era of professional apprentices'

17 Nov 2022

Contributed by Lukas

About a year ago, the AICPA announced a new route to obtaining the Chartered Global Management Accountant designation. The path is an apprenticeship p...

Tax conference takeaways: IRS service, corporate minimum tax, and more

09 Nov 2022

Contributed by Lukas

CPAs April Walker, Brandon Lagarde, and Kristin Esposito all attended last week's AICPA & CIMA National Tax Conference in Washington. Walker is a lead...

IRS news, Roth conversion considerations, stopping elder financial abuse

03 Nov 2022

Contributed by Lukas

This episode of the podcast summarizes recent news coverage in the Journal of Accountancy, along with an article on what to consider before converting...

Q&A: The 2 most prevalent cyberthreats for CPA firms

27 Oct 2022

Contributed by Lukas

Sarah Ference, CPA, is a risk control director at CNA, the underwriter of the AICPA's Professional Liability Insurance Program. She also is a co-autho...

IRS annual inflation adjustments, negotiating a job offer, and a quiz

20 Oct 2022

Contributed by Lukas

Nine articles have been posted on journalofaccountancy.com since Oct. 13, which means there's been a lot of recent news affecting the accounting profe...

A closer look at proposed revisions to the AICPA tax standards

18 Oct 2022

Contributed by Lukas

An exposure draft was issued recently by the AICPA for the Statements on Standards for Tax Services (SSTSs). April Walker, CPA, CGMA, lead manager on ...

Roth IRAs vs. 529 plans, job candidate questions, and an IRS extension

13 Oct 2022

Contributed by Lukas

News coverage on the Journal of Accountancy site touched on numerous topics recently, from financial planning advice to questions interviewees can ask...

A pioneering CPA reflects on a 50-year journey

07 Oct 2022

Contributed by Lukas

To celebrate National Hispanic Heritage Month, Gil Vasquez, CPA, the founder of the Association of Latino Professionals for America (ALPFA), joins the...

Guiding principles for today's boards of directors

04 Oct 2022

Contributed by Lukas

Change has been the one constant for companies since 2020, and the wave of new developments is challenging corporate boards to consider a fresh approa...

'Own your narrative' and other advice from a Starbucks executive

29 Sep 2022

Contributed by Lukas

For Tiffany Willis, CPA, the role as vice president and head of investor relations at Starbucks is "an overwhelming honor." She wasn't always certain ...