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Bill Sheridan of MACPA
Future-ProofEpisodes
Bill Sheridan of MACPA
Future-Proof
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This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise
We've spent a good amount of time discussing new technology (A.I. in particular) and what it all means for CPAs and our profession. However, amidst these discussions, we've overlooked the strategies for implementing broader changes, including n
My guest this week is Dr. Britt Andreatta, who has been a guest of this podcast before (check out ep. 163). Dr. Andreatta is a internationally-recognized thought leader and author who creates brain science-based solutions for today's challenges
We've had some great conversations recently about A.I.; what it means for our profession and how to integrate it into our work. This week, I talk to Jason Staats, who has been on the leading edge of A.I. and has a wealth of knowledge to share w
In this episode, we welcome another longtime friend of MACPA, leadership expert and author of the new book, "This is NOT a Leadership Book: 20 Rules for Success", Emmanuel Gobillot. Emmanuel has been my go to source for all things leadership fo
We're once again joined by Pascal Finnette, co-founder and chief heretic of be radical. Be radical is a guiding force for organizations seeking to restructure in anticipation of future challenges, and it inspires individuals to evolve into lead
It's great time to talk about A.I. - the 1 year anniversary of ChatGPT just passed which set this whole artificial intelligence ride in motion. While A.I. has been around since the 1950s, it's exponential growth is really marked this past year
This week, we have a longtime friend on the show, Jack Ciesielski, CFA, CPA, MACPA member and owner of investment research firm R.G. Associates. Jack was recently quoted in a Wall Street Journal article about former inspectors who are calling f
This week's conversation is all about leadership, or more exactly "reality-based leadership". As we know, there's always drama in the workplace between management and other team members which can lead to a loss of enthusiasm for work and trust.
This week, we meet a new leader for new times: Okorie Ramsey, the new chair of AICPA. He's a CPA, CGMA, and currently the VP of SOX at Kaiser Foundation Health Plan, Inc. and Hospitals. Okorie plans to continue to build upon the platform of the
Episode 200! Thanks to all the listeners here to celebrate this milestone. In this episode we're talking about the coming tax season (never too early right?). A lot of tax headlines to discuss this episode:IRS announces that this coming filing
Talking about Client Advisory Services, widely known as "CAS", this week; specifically spend management. Spend management goes beyond expense management in that all company funds are brought together in one centralized location so finance lead
Today's show we talk about remote work, hybrid work, talent shortage, and everything in between. Since COVID, many futurists felt remote work was here to stay as "the new normal" and many employees felt a certain power in being able to request
In this episode, I get a chance to talk with Christine Aspell, the newly appointed chair of MACPA's Board of Directors. MACPA has a long history of pulling in leaders with some of the best diversity of thought in their profession. We lean on th
This week I speak with my friend, Joey Havens, Partner for Strategic Growth and previously Executive Partner at HORNE LLP. Joey runs an executive blog, Be Better, filled with advice about being a better leader, better person, be future-ready, a
We're talking about advisory today, something on everyone's mind; how do we incorporate more value added advisory services? What types of advisory services should we offer? What technology do we need? How do we price these services? How do we s
This week we're talking about the pipeline: the talent crisis that's on everyone's radar in our profession. The most recent AICPA trends report found that accountants are leaving their jobs in unprecedented numbers and fewer students are opting
I want to talk about engagement this week - according to a 2023 Gallup report, fewer than 1/3 of employees are engaged in their work. Study after study shows that employee engagement is directly linked to business performance. The secret sauce
In this episode I speak with Christina Ho, a board member of the PCAOB, about the two most significant audit quality challenges we face today, in her opinion: technology and talent. "Talent is the cornerstone to audit quality. Without well trai
A good conversation with a good friend; this week I speak with Tom Hood, CPA, CGMA, CITP, founding CEO of BLI, Executive Vice President of Business Engagement & Growth for AICPA-CIMA.We talked about the trends that are impacting finance profess
"We’re really seeing this evolution of CAS that’s happening here, 12-15 years after we started talking about this as a separate service line that was gaining traction" - talking about what's new on the CAS front with Amy Bridges, Professional
Today we discuss what the younger generation is looking for in their work and career: a sense of purpose. I speak with Ingrid Edstrom and Mathew Heggem, founders of the Alchemy of Accounting Network (AAN), about how we should change - given the
This week I revisit a conversation I had last year with Alex Baulf, Senior Director, Global Indirect Tax at Avalara, to discuss the E-Invoice Exchange Market Pilot - who's involved, what comes next, and what CPAs need to know. Tax authorities w
“You work all your life to build up a practice, you want to make sure you’re addressing exposure needs" - Stan Sterna
“We need the different thoughts, the different mindsets the different perspectives - we need you" - Jessica McClain, CPA/CITP, CISA, PMP, CGFM
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