Christine Aspell

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 these leaders not only to help MACPA serve members but also help our profession flourish as a whole. Christine is Managing Partner and Audit Partner at KPMG's Baltimore office, with 25+ years of experience providing assurance services to clients. She is passionate about the future of this profession, particularly when it comes to diversity &amp; inclusion, advancing women in the profession, and helping the talent pipeline leading to profession. The pipeline is a huge concern as of late and multiple solutions have been proposed centering around education and regulatory requirements. Christine is taking a different tact; she wants to reconnect CPAs with a purpose behind their work and to share that purpose with students and young professionals who are hungry for work with meaning. "Our profession continues to change rapidly as technological advancements and regulatory changes and demographic trends reshape what we do and how we do it, but even amid that change, one thing remains constant: our purpose. The what, how, and even who of our great profession will adapt and change, but what won't change is our why." says Christine. Christine is hoping to collect and share stories about how CPAs help their clients who in turn help their communities; how CPAs help people lead better lives. These are the stories that will inspire others to become a part of this profession. Listen to learn more about this initiative and to hear Christine's own inspirational story. ResourcesChristine Aspell, MACPA Chair of Board of Directors, AnnouncementChristine Aspell LinkedIn Profile

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 these leaders not only to help MACPA serve members but also help our profession flourish as a whole. Christine is Managing Partner and Audit Partner at KPMG's Baltimore office, with 25+ years of experience providing assurance services to clients. She is passionate about the future of this profession, particularly when it comes to diversity &amp; inclusion, advancing women in the profession, and helping the talent pipeline leading to profession. The pipeline is a huge concern as of late and multiple solutions have been proposed centering around education and regulatory requirements. Christine is taking a different tact; she wants to reconnect CPAs with a purpose behind their work and to share that purpose with students and young professionals who are hungry for work with meaning. "Our profession continues to change rapidly as technological advancements and regulatory changes and demographic trends reshape what we do and how we do it, but even amid that change, one thing remains constant: our purpose. The what, how, and even who of our great profession will adapt and change, but what won't change is our why." says Christine. Christine is hoping to collect and share stories about how CPAs help their clients who in turn help their communities; how CPAs help people lead better lives. These are the stories that will inspire others to become a part of this profession. Listen to learn more about this initiative and to hear Christine's own inspirational story. Resources<a href="https://macpa.org/news/19589704-kpmgs-christine-aspell-named-chair-of-macpas-board-of-directors-2023-06-22" rel="noopener noreferrer nofollow" target="_blank">Christine Aspell, MACPA Chair of Board of Directors, Announcement</a><a href="https://www.linkedin.com/in/christineaspell/" rel="noopener noreferrer nofollow" target="_blank">Christine Aspell LinkedIn Profile</a>

197. Inspiring next-gen CPAs, with Christine Aspell

Joey Havens

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, and how to flourish in a changing world. Recently, he became a best selling author with his book, "Leading with Significance: How to Create a Magnetic, People-First Culture". People-first is the right tactic to take these days given issues with burnout and retention. It's also been noted that customer satisfaction is intrinsically tired to employee satisfaction; you'll see more success in your business if you consider the professional fulfillment of your team. Keep in mind, it's not just about caring for your employees, it's about helping them forge a meaningful, purposeful career path. By "them" we're being inclusive of gender, races, identities, and backgrounds. I speak with Joey about his book and what it really means to "lead with significance"; what this adds to conversation about putting people first and how so-called soft concepts like love, caring, service can actually be some of the most powerful leadership strategies around. ResourcesJoey Havens Website"Leading with Significance" by Joey Havens, available on AmazonJoey Havens LinkedIn

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, and how to flourish in a changing world. Recently, he became a best selling author with his book, "Leading with Significance: How to Create a Magnetic, People-First Culture". People-first is the right tactic to take these days given issues with burnout and retention. It's also been noted that customer satisfaction is intrinsically tired to employee satisfaction; you'll see more success in your business if you consider the professional fulfillment of your team. Keep in mind, it's not just about caring for your employees, it's about helping them forge a meaningful, purposeful career path. By "them" we're being inclusive of gender, races, identities, and backgrounds. I speak with Joey about his book and what it really means to "lead with significance"; what this adds to conversation about putting people first and how so-called soft concepts like love, caring, service can actually be some of the most powerful leadership strategies around. Resources<a href="https://joeyhavens.com/" rel="noopener noreferrer nofollow" target="_blank">Joey Havens Website</a><a href="https://www.amazon.com/dp/B0BS74FJGT?ref_=cm_sw_r_cp_ud_dp_0D6Y792QA4P8EV3T6JEW" rel="noopener noreferrer nofollow" target="_blank">"Leading with Significance" by Joey Havens, available on Amazon</a><a href="https://www.linkedin.com/in/joeyhavens/" rel="noopener noreferrer nofollow" target="_blank">Joey Havens LinkedIn</a>

196. Leading with significance, with Joey Havens

Jasen Stine

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 staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer. When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:Dedicated CAS staffUsing technologies to drive efficiencies Standardize processes Raise fees to reflect the value providedExplore creative staffing and capacity building measuresEducate clients and staff on CASMy guest this week, Jasen Stine, Tax &amp; Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like;  what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area. ResourcesJasen Stine LinkedIn ProfileCPA.com CAS Benchmark surveyIntuit Podcast: Account Trends 

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 staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer. When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:<ul><li>Dedicated CAS staff</li><li>Using technologies to drive efficiencies </li><li>Standardize processes </li><li>Raise fees to reflect the value provided</li><li>Explore creative staffing and capacity building measures</li><li>Educate clients and staff on CAS</li></ul>My guest this week, Jasen Stine, Tax &amp; Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like; what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area. Resources<a href="https://www.linkedin.com/in/jasenstine/" rel="noopener noreferrer nofollow" target="_blank">Jasen Stine LinkedIn Profile</a><a href="https://www.cpa.com/cas-benchmark-survey" rel="noopener noreferrer nofollow" target="_blank">CPA.com CAS Benchmark survey</a><a href="https://proconnect.intuit.com/podcast/" rel="noopener noreferrer nofollow" target="_blank">Intuit Podcast: Account Trends </a>

195. Tax and CAS: It works, with Jasen Stine

Liz Barentzen

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 to go into accounting. Now that we've recognized this problem, a number of solutions have been presented such as adjusting certain requirements and regulations for CPA candidates. One major point we need to address is making sure the accounting career path is accessible to those of all backgrounds, allowing our profession to be more diverse and inclusive. Center for Audit Quality (CAQ) has launched a campaign, Accounting+, designed to strengthen the accounting pipeline and reach Black &amp; Latinx students at the high school level. In this episode, I speak with Liz Barentzen, VP of Operations &amp; Talent Initiatives at CAQ, where she oversees strategies to attract and retain talent. Liz breaks down what Accounting+ is, what the response has been, and what roles CPAs can play in all of this. ResourcesLiz Barentzen LinkedIn ProfileBusiness Insider article by Erica Sweeney,"Why There's a Shortage of Accountants and We Should Be Worried"CAQ Accounting+ website

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 to go into accounting. Now that we've recognized this problem, a number of solutions have been presented such as adjusting certain requirements and regulations for CPA candidates. One major point we need to address is making sure the accounting career path is accessible to those of all backgrounds, allowing our profession to be more diverse and inclusive. Center for Audit Quality (CAQ) has launched a campaign, Accounting+, designed to strengthen the accounting pipeline and reach Black &amp; Latinx students at the high school level. In this episode, I speak with Liz Barentzen, VP of Operations &amp; Talent Initiatives at CAQ, where she oversees strategies to attract and retain talent. Liz breaks down what Accounting+ is, what the response has been, and what roles CPAs can play in all of this. Resources<ul><li><a href="https://www.linkedin.com/in/ebarentzen/" rel="noopener noreferrer nofollow" target="_blank">Liz Barentzen LinkedIn Profile</a></li><li>Business Insider article by Erica Sweeney,<a href="https://www.businessinsider.com/shortage-accountants-we-should-be-worried-recruit-young-talent-2023-2" rel="noopener noreferrer nofollow" target="_blank">"Why There's a Shortage of Accountants and We Should Be Worried"</a></li><li><a href="https://www.joinaccountingplus.com/" rel="noopener noreferrer nofollow" target="_blank">CAQ Accounting+ website</a></li></ul>

194. Packing the pipeline, with Liz Barentzen

Marcus Buckingham

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 for engagement is part strength and part passion; things that we enjoy doing not just what we're good at. In this episode, I speak to Marcus Buckingham about identifying how we truly enjoy spending our time, aka "red threads", that you should weave into your daily activities in order to build your engagement.  ResourcesMarcus Buckingham websiteLove and Work: How to Find What You Love, Love What You Do, and Do It for the Rest of Your Life

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 for engagement is part strength and part passion; things that we enjoy doing not just what we're good at. In this episode, I speak to Marcus Buckingham about identifying how we truly enjoy spending our time, aka "red threads", that you should weave into your daily activities in order to build your engagement. Resources<a href="https://www.marcusbuckingham.com/how-to-do-what-you-love/" rel="noopener noreferrer nofollow" target="_blank">Marcus Buckingham website</a><a href="https://www.amazon.com/Love-Work-Find-What-Rest/dp/1647821231/" rel="noopener noreferrer nofollow" target="_blank">Love and Work: How to Find What You Love, Love What You Do, and Do It for the Rest of Your Life</a>

193. The weak link in strengths-based work, with Marcus Buckingham

Christina Ho

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 trained talent, there is no audit quality." - Christina HoResources:Christina Ho LinkedIn ProfilePublic Company Accounting Oversight Board (PCAOB) - Christina Ho Board Member ProfileBloomberg article, "The Accountant Shortage Threatens Capitalism's Future" by Adrian Wooldridge

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 trained talent, there is no audit quality." - Christina HoResources:<a href="https://www.linkedin.com/in/christina-ho-859b751/" rel="noopener noreferrer nofollow" target="_blank">Christina Ho LinkedIn Profile</a><a href="https://pcaobus.org/about/the-board/board-bios/christina-ho" rel="noopener noreferrer nofollow" target="_blank">Public Company Accounting Oversight Board (PCAOB) - Christina Ho Board Member Profile</a><a href="https://www.bloomberg.com/opinion/articles/2022-11-01/the-accountant-shortage-threatens-capitalism-s-future#xj4y7vzkg" rel="noopener noreferrer nofollow" target="_blank">Bloomberg article, "The Accountant Shortage Threatens Capitalism's Future" by Adrian Wooldridge</a>

192. Tech, talent and the future of audit, with Christina Ho

Tom Hood

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 &amp; Growth for AICPA-CIMA.We talked about the trends that are impacting finance professionals, the opportunities that exist in this post pandemic world, and ideas emerging from the Future of Finance Leadership Advisory Group - a group of senior finance executives who's initial meetings resulted in a crowdsourced vision of what the future of finance looks like. Resources:Journal of Accountancy article, "The changing role of the CFO", by Anita DennisBusiness Learning Institute powered by AICPA-CIMATom Hood LinkedIn Profile

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 &amp; Growth for AICPA-CIMA.We talked about the trends that are impacting finance professionals, the opportunities that exist in this post pandemic world, and ideas emerging from the Future of Finance Leadership Advisory Group - a group of senior finance executives who's initial meetings resulted in a crowdsourced vision of what the future of finance looks like. Resources:<a href="https://www.journalofaccountancy.com/issues/2023/mar/the-changing-role-of-the-cfo.html" rel="noopener noreferrer nofollow" target="_blank">Journal of Accountancy article, "The changing role of the CFO", by Anita Dennis</a><a href="https://blionline.org/" rel="noopener noreferrer nofollow" target="_blank">Business Learning Institute powered by AICPA-CIMA</a><a href="https://www.linkedin.com/in/tomhood/" rel="noopener noreferrer nofollow" target="_blank">Tom Hood LinkedIn Profile</a>

191. The future of finance, with Tom Hood

Beth Allen

"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 Development Manager at CPA.com, and Beth Allen, Partner and Head of Client Accounting Services at GreerWalker LLP. Client Accounting Services (CAS) is an area of the profession that is quickly growing and likely to continue to grow in the foreseeable future. Listen to our discussion about how this could effect you and other firms.Resources:2022 Benchmark surveyAmy Bridges Profile | CPA.comBeth Allen Profile | GreerWalker LLP

"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 Development Manager at <a href="http://CPA.com" rel="nofollow" target="_blank">CPA.com</a>, and Beth Allen, Partner and Head of Client Accounting Services at GreerWalker LLP. Client Accounting Services (CAS) is an area of the profession that is quickly growing and likely to continue to grow in the foreseeable future. Listen to our discussion about how this could effect you and other firms.Resources:<a href="https://www.cpa.com/cas-benchmark-survey" rel="noopener noreferrer nofollow" target="_blank">2022 Benchmark survey</a><a href="https://www.cpa.com/speakers/amy-bridges" rel="noopener noreferrer nofollow" target="_blank">Amy Bridges Profile | CPA.com</a><a href="https://greerwalker.com/team_member/beth-o-allen/#:~:text=Allen,-Partner%2C%20Client%20Accounting&amp;text=Beth%20is%20a%20Partner%20and,and%20a%20Master%20of%20Accountancy." rel="noopener noreferrer nofollow" target="_blank">Beth Allen Profile | GreerWalker LLP</a>

190. Benchmarking CAS, with Amy Bridges and Beth Allen

Ingrid Edstrom

Mathew Heggem

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 social and environmental issues that confront us today - how can our profession have the greatest, possible positive impact on the world around us. Join the conversation and help us find the answers.   “Let’s see what learning &amp; growth can come out from having a diversity of ideas in the room.” - Ingrd EdstromResources:"New Movement Advocates for Major Shift in Accounting Profession" by By Alina Nikishina.Accounting Alchemy Network (AAN) Mathew Heggem LinkedIn profileIngred Edstrom LinkedIn profile

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 social and environmental issues that confront us today - how can our profession have the greatest, possible positive impact on the world around us. Join the conversation and help us find the answers. “Let’s see what learning &amp; growth can come out from having a diversity of ideas in the room.” - Ingrd EdstromResources:<ul><li>"<a href="https://www.cpapracticeadvisor.com/2022/11/21/new-movement-advocates-for-major-shift-in-accounting-profession/73595/#:~:text=Formed%20and%20led%20by%20two,positive%20change%20in%20the%20world." rel="noopener noreferrer nofollow" target="_blank">New Movement Advocates for Major Shift in Accounting Profession</a>" by By Alina Nikishina.</li><li><a href="accountingalchemy.net " rel="noopener noreferrer nofollow" target="_blank">Accounting Alchemy Network (AAN) </a></li><li>Mathew Heggem <a href="https://www.linkedin.com/in/mathewheggem/" rel="noopener noreferrer nofollow" target="_blank">LinkedIn profile</a></li><li>Ingred Edstrom <a href="https://www.linkedin.com/in/ingridedstrom/" rel="noopener noreferrer nofollow" target="_blank">LinkedIn profile</a></li></ul>

189. The alchemy of accounting, with Ingrid Edstrom and Mathew Heggem

Alex Baulf

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 want more now, they want to look not at a sample of data, but they want to look at every single transaction and they don’t want to wait until 6 months, a year, 2 years after the fact…it’s too late then.” - Alex BaulfResources:Alex Baulf LinkedIn ProfileAvalara Website

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 want more now, they want to look not at a sample of data, but they want to look at every single transaction and they don’t want to wait until 6 months, a year, 2 years after the fact…it’s too late then.” - Alex BaulfResources:<a href="https://www.linkedin.com/in/alexbaulf/?originalSubdomain=uk" rel="noopener noreferrer nofollow" target="_blank">Alex Baulf LinkedIn Profile</a><a href="https://www.avalara.com/simplify/en/avatax/avalara-brand.html?gclid=CjwKCAjw_YShBhAiEiwAMomsEKp_F4ct0rBIO_1V7Oet_LuVyAqlzyOwkBdOTzygI-oTdnVpvtW45RoCOM0QAvD_BwE&amp;CampaignID=7015a000001SagVAAS&amp;utm_source=paid_search&amp;utm_medium=gppc&amp;ef_id=CjwKCAjw_YShBhAiEiwAMomsEKp_F4ct0rBIO_1V7Oet_LuVyAqlzyOwkBdOTzygI-oTdnVpvtW45RoCOM0QAvD_BwE:G:s&amp;s_kwcid=AL!5131!3!590801673512!e!!g!!avalara&amp;gclsrc=aw.ds&amp;&amp;lso=Paid%20Digital&amp;lsmr=Paid%20Digital" rel="noopener noreferrer nofollow" target="_blank">Avalara Website</a>

188. U.S. joins global e-invoicing movement, with Alex Baulf

How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.

Future-Proof

Tony Nitti

We’re going to talk about your career path today. If you’re new to the profession, and even if you’re not, we’re not going to lie to you – things are going to get weird.    It’s just the nature of work today. Things are changing at an exponential pace these days and that means your career is also going to change exponentially – so you have to be ready with new skills, a flexible career path, and the ability to shift on a dime when the time comes. More than ever, we all have to be more nimble, more flexible, and more willing to learn new skills. Our careers, our futures, and those of our customers and clients depend on it more now than ever.   We can’t do anything about the twists and turns coming our way, but we can prepare ourselves to take those twists and turns without spinning out or flipping the car over. Luckily, today’s guest puts an inspiring twist on the twists and turns of career and life.    Tony Nitti is a partner in RubinBrown’s Tax Services Group, a well-known contributor of tax content to Forbes, and a frequent speaker and trainer at seminars and webcasts across the country. What’s clear when you hear him talk, though, is that he’s just a guy trying to figure out his way in the world. But his journey has been amazing, and it’s something that all of us can learn from.   Rather than expand on that, we’re going to let Tony tell his story. Tony’s journey is OUR journey. Learn from what he’s done and apply it to your own journey – because this is amazing stuff.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Twitter: twitter.com/nittiaj Read Tony’s articles: Forbes.com/sites/AnthonyNitti Learn more at MACPA.org/future-learning   Future-Proof is produced by Crate Media

We’re going to talk about your career path today. If you’re new to the profession, and even if you’re not, we’re not going to lie to you – things are going to get weird.  It’s just the nature of work today. Things are changing at an exponential pace these days and that means your career is also going to change exponentially – so you have to be ready with new skills, a flexible career path, and the ability to shift on a dime when the time comes. More than ever, we all have to be more nimble, more flexible, and more willing to learn new skills. Our careers, our futures, and those of our customers and clients depend on it more now than ever. We can’t do anything about the twists and turns coming our way, but we can prepare ourselves to take those twists and turns without spinning out or flipping the car over. Luckily, today’s guest puts an inspiring twist on the twists and turns of career and life.  Tony Nitti is a partner in RubinBrown’s Tax Services Group, a well-known contributor of tax content to Forbes, and a frequent speaker and trainer at seminars and webcasts across the country. What’s clear when you hear him talk, though, is that he’s just a guy trying to figure out his way in the world. But his journey has been amazing, and it’s something that all of us can learn from. Rather than expand on that, we’re going to let Tony tell his story. Tony’s journey is OUR journey. Learn from what he’s done and apply it to your own journey – because this is amazing stuff. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Twitter: <a href="https://twitter.com/nittiaj" rel="nofollow" target="_blank">twitter.com/nittiaj</a></li> <li>Read Tony’s articles: <a href="http://forbes.com/sites/AnthonyNitti" rel="nofollow" target="_blank">Forbes.com/sites/AnthonyNitti</a></li> <li>Learn more at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li> </ul> Future-Proof is produced by <a href="http://crate.media/" rel="nofollow" target="_blank">Crate Media</a>

60. Navigating the twists and turns of your career | with Tony Nitti

Technology is eating away at our profession. A.I. is increasingly able to do the stuff that we’ve spent a lifetime learning how to do. So how do we stay relevant in a world like this?   The answer is simple (although not necessarily easy): learning to do the things machines CAN’T do, which means learning new skills.   So what skills are we talking about? Report after report after report point to communication, collaboration, and more and more frequently, learning how to think differently.   And that’s where our guest this week comes in.   Toby Groves is a social cognitive scientist who researches new thinking approaches to help experts achieve higher-order critical thinking. He is passionate about helping individuals and teams discover new perspectives and understand radically different approaches that allow them to solve complex problems.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at TobyGroves.com Connect with Toby: Twitter | Facebook | Instagram | LinkedIn   Future-Proof is produced by Podcast Masters

Technology is eating away at our profession. A.I. is increasingly able to do the stuff that we’ve spent a lifetime learning how to do. So how do we stay relevant in a world like this? The answer is simple (although not necessarily easy): learning to do the things machines CAN’T do, which means learning new skills. So what skills are we talking about? Report after report after report point to communication, collaboration, and more and more frequently, learning how to think differently. And that’s where our guest this week comes in. Toby Groves is a social cognitive scientist who researches new thinking approaches to help experts achieve higher-order critical thinking. He is passionate about helping individuals and teams discover new perspectives and understand radically different approaches that allow them to solve complex problems. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://tobygroves.com/" rel="nofollow" target="_blank">TobyGroves.com</a></li> <li>Connect with Toby: <a href="https://twitter.com/tobygrovesphd" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.facebook.com/DrTobyGroves/" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/tobygrovesphd/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.linkedin.com/in/tobygroves/" rel="nofollow" target="_blank">LinkedIn</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

27. Critical Thinking: The Skill of the Future | with Toby Groves

Alan Jagolinzer

Pretty much every survey under the sun identifies recruitment and retention as one of the top five issues facing accounting and finance organizations today. Everyone is struggling with this and nobody seems to know how to solve it.There are a lot of suggestions being put forward throughout the profession — communicate, be a role model, make your expectations clear, offer a safe working environment, provide a clear career path, build leaders — and that’s all great advice. Yet, no matter how many times we hear this, talent continues to be one of our most pressing problems.So, what’s the real issue here? Why can’t we hire the people we want? And why can we keep the people we have?Our guest Alan Jagonlinzer has some ideas. Alan is a Professor of Financial Accounting, the Head of the Accounting Faculty Subject Group, and the Director of the Centre for Financial Reporting &amp; Accountability at the Judge Business School at the University of Cambridge, where he has helped develop leadership, innovation, and change-management degree programs for accountants.You may not want to hear everything Alan says about what’s causing our recruitment and retention woes — but they’re things you have to hear.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Learn more at jbs.cam.ac.ukTwitter: https://twitter.com/jagolinzerLinkedIn: linkedin.com/in/jagolinzerWorld Finance: “Mental health issues are becoming more prevalent in the financial services sector”Economia: “Third of accountants suffer from poor mental health.”Bloomberg Tax: “U.K. accountants in mental health crisis from work stress.”Check out MACPA.org/future-learningFuture-Proof is a production of Crate Media

Pretty much every survey under the sun identifies recruitment and retention as one of the top five issues facing accounting and finance organizations today. Everyone is struggling with this and nobody seems to know how to solve it.There are a lot of suggestions being put forward throughout the profession — communicate, be a role model, make your expectations clear, offer a safe working environment, provide a clear career path, build leaders — and that’s all great advice. Yet, no matter how many times we hear this, talent continues to be one of our most pressing problems.So, what’s the real issue here? Why can’t we hire the people we want? And why can we keep the people we have?Our guest Alan Jagonlinzer has some ideas. Alan is a Professor of Financial Accounting, the Head of the Accounting Faculty Subject Group, and the Director of the Centre for Financial Reporting &amp; Accountability at the Judge Business School at the University of Cambridge, where he has helped develop leadership, innovation, and change-management degree programs for accountants.You may not want to hear everything Alan says about what’s causing our recruitment and retention woes — but they’re things you have to hear.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li>Learn more at <a href="http://jbs.cam.ac.uk" rel="nofollow" target="_blank">jbs.cam.ac.uk</a></li><li>Twitter: <a href="https://twitter.com/jagolinzer" rel="nofollow" target="_blank">https://twitter.com/jagolinzer</a></li><li>LinkedIn: <a href="http://linkedin.com/in/jagolinzer" rel="nofollow" target="_blank">linkedin.com/in/jagolinzer</a></li><li>World Finance: <a href="https://www.worldfinance.com/strategy/mental-health-issues-continue-to-plague-the-financial-services-sector" rel="nofollow" target="_blank">“Mental health issues are becoming more prevalent in the financial services sector”</a></li><li>Economia: <a href="https://economia.icaew.com/news/january-2018/third-of-accountants-suffer-from-poor-mental-health" rel="nofollow" target="_blank">“Third of accountants suffer from poor mental health.”</a></li><li>Bloomberg Tax: <a href="https://news.bloombergtax.com/financial-accounting/u-k-accountants-in-mental-health-crisis-from-work-stress" rel="nofollow" target="_blank">“U.K. accountants in mental health crisis from work stress.”</a></li><li>Check out <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

74. The Why of It All: Addressing Recruitment & Retention Woes | with Alan Jagolinzer

If you recall, way back in episode 1 of this podcast, we talked to Daniel Burrus, New York Times best-selling author and futurist to Fortune 500 companies – but more to the point, the man who created The Anticipatory Organization. This is a revolutionary new learning system that actually teaches business leaders how to spot future trends before they happen and identify the opportunities they offer early, so we can become more future-ready. It’s almost like predicting the future is a skill we can learn, and Daniel’s system teaches it in really remarkable detail. Today’s guest, Joey Havens, Executive Partner of HORNE LLP, was one of the earliest evangelists of The Anticipatory Organization (or AO, as we call it). He immediately grasped the concept, and the potential. He asked everyone in his firm to go through the system and learn what they could, and in a nutshell, it transformed the firm. Joey has since fully embraced this whole concept of anticipation, and he has demanded that his firm embraces it, too.   In This Conversation We Cover:  What connected Joey to this concept of future-readiness? How do you get there, at a firm-wide level? What does it look like in action? How do we ALL work to become a little more future-ready?  Resources:  Learn more at HorneLLP.com Connect with Joey: Read:  “Practice Makes a Star” Read:  “ENOUGH with the FCC” The Anticipatory Organization Learning System    Future-Proof is produced by Podcast Masters

If you recall, way back in episode 1 of this podcast, we talked to Daniel Burrus, New York Times best-selling author and futurist to Fortune 500 companies – but more to the point, the man who created The Anticipatory Organization. This is a revolutionary new learning system that actually teaches business leaders how to spot future trends before they happen and identify the opportunities they offer early, so we can become more future-ready. It’s almost like predicting the future is a skill we can learn, and Daniel’s system teaches it in really remarkable detail. Today’s guest, Joey Havens, Executive Partner of HORNE LLP, was one of the earliest evangelists of The Anticipatory Organization (or AO, as we call it). He immediately grasped the concept, and the potential. He asked everyone in his firm to go through the system and learn what they could, and in a nutshell, it transformed the firm. Joey has since fully embraced this whole concept of anticipation, and he has demanded that his firm embraces it, too. In This Conversation We Cover: <ul> <li>What connected Joey to this concept of future-readiness?</li> <li>How do you get there, at a firm-wide level?</li> <li>What does it look like in action?</li> <li>How do we ALL work to become a little more future-ready?</li> </ul> Resources: <ul> <li>Learn more at <a href="http://hornellp.com/" rel="nofollow" target="_blank">HorneLLP.com</a></li> <li>Connect with Joey:</li> <li>Read: <a href="https://blog.hornellp.com/bebetter/practice-makes-a-star" rel="nofollow" target="_blank"> “Practice Makes a Star”</a></li> <li>Read: <a href="https://blog.hornellp.com/bebetter/enough-with-the-fcc" rel="nofollow" target="_blank"> “ENOUGH with the FCC”</a></li> <li><a href="http://blionline.org/ao" rel="nofollow" target="_blank">The Anticipatory Organization Learning System</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

7. Evolving Your Firm into an Anticipatory Organization | with Joey Havens

Jason Blumer

In the accounting and finance world, Jason Blumer really needs no introduction. But on the off chance you haven’t heard of him, here’s a little background: Jason Blumer is the Chief Innovation Officer &amp; President of Blumer CPA, an experimental CPA firm exclusively serving the creative and technology professions, and the Founder of the Thriveal CPA Network, a support network for future-focused CPAs and firm entrepreneurs. As you can probably tell, Jason isn’t afraid to try new things – a pretty rare trait for this profession, but one that’s increasingly important.   Resources:  Join the Thriveal CPA Network: Thriveal.com Connect with Jason: JasonBlumer.com | Twitter | LinkedIn Listen to the THRIVEal Podcast: Thriveal.com/podcast Learn more about Blumer CPAs: BlumerCPAs.com  The Excellence Dividend: Meeting the Tech Tide with Work That Wows and Jobs That Last by Tom Peters    Future-Proof is produced by Podcast Masters

In the accounting and finance world, Jason Blumer really needs no introduction. But on the off chance you haven’t heard of him, here’s a little background: Jason Blumer is the Chief Innovation Officer &amp; President of <a href="http://www.blumercpas.com/" rel="nofollow" target="_blank">Blumer CPA</a>, an experimental CPA firm exclusively serving the creative and technology professions, and the Founder of the <a href="https://thriveal.com/" rel="nofollow" target="_blank">Thriveal CPA Network</a>, a support network for future-focused CPAs and firm entrepreneurs. As you can probably tell, Jason isn’t afraid to try new things – a pretty rare trait for this profession, but one that’s increasingly important. Resources: <ul> <li>Join the Thriveal CPA Network: <a href="https://thriveal.com/" rel="nofollow" target="_blank">Thriveal.com</a></li> <li>Connect with Jason: <a href="http://www.jasonblumer.com/" rel="nofollow" target="_blank">JasonBlumer.com</a> | <a href="https://twitter.com/jasonmblumer" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/jasonblumer/" rel="nofollow" target="_blank">LinkedIn</a></li> <li>Listen to the THRIVEal Podcast: <a href="https://thriveal.com/podcast/" rel="nofollow" target="_blank">Thriveal.com/podcast</a></li> <li>Learn more about Blumer CPAs: <a href="http://www.blumercpas.com/" rel="nofollow" target="_blank">BlumerCPAs.com</a></li> <li><a href="http://tompeters.com/writing/books/excellence-dividend/" rel="nofollow" target="_blank"> The Excellence Dividend: Meeting the Tech Tide with Work That Wows and Jobs That Last</a> by Tom Peters</li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

4. Thriveal of the Fittest: What Entrepreneurial CPAs Need to Know About Building Future-Ready Firms | with Jason Blumer

Ryan Estis

Let’s talk a little bit about client expectations, shall we? They're changing, if you haven’t noticed.   You have noticed, right? The expectations of our clients and customers are different than they were even just five years ago – and the reason, in large part, is technology.   Let's take search, for example. There’s an interesting book called  Life After Google: The Fall of Big Data and the Rise of the Blockchain Economy by George Gilder, and early on in the book, Gilder makes the point that folks who search the Internet – almost everybody, in other words – are extremely impatient. We don't like to wait. Gilder says research shows that we're generally satisfied when results are delivered within one-twentieth of a second, but any slower that that and we start to get antsy.   Google was first founded in 1998, so that’s a lot of change in just 20 years – but the pace is only picking up and we have to start getting ahead of that.   That's where our guest comes in. Ryan Estis is a sales and leadership expert who gave the keynote address at that very same CCH User Conference. He says services like Netflix, Uber, and AirBNB represent a huge shift in customer experience, and accounting and finance pros can stand to learn something from these companies.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at RyanEstis.com   Future-Proof is produced by Podcast Masters

Let’s talk a little bit about client expectations, shall we? They're changing, if you haven’t noticed. You have noticed, right? The expectations of our clients and customers are different than they were even just five years ago – and the reason, in large part, is technology. Let's take search, for example. There’s an interesting book called <a href="https://www.amazon.com/Life-After-Google-Blockchain-Economy/dp/1621575764" rel="nofollow" target="_blank"> Life After Google: The Fall of Big Data and the Rise of the Blockchain Economy</a> by George Gilder, and early on in the book, Gilder makes the point that folks who search the Internet – almost everybody, in other words – are extremely impatient. We don't like to wait. Gilder says research shows that we're generally satisfied when results are delivered within one-twentieth of a second, but any slower that that and we start to get antsy. Google was first founded in 1998, so that’s a lot of change in just 20 years – but the pace is only picking up and we have to start getting ahead of that. That's where our guest comes in. Ryan Estis is a sales and leadership expert who gave the keynote address at that very same CCH User Conference. He says services like Netflix, Uber, and AirBNB represent a huge shift in customer experience, and accounting and finance pros can stand to learn something from these companies. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://ryanestis.com/" rel="nofollow" target="_blank">RyanEstis.com</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

31. Talkin’ ‘Bout My Expectations | with Ryan Estis

Ron Quaranta

Today’s guest is Ron Quaranta, the Founder and Chairman of the Wall Street Blockchain Alliance. So we’re diving deep into blockchain today, and it’s about time. On the hype meter, blockchain is burying the needle these days. It’s one of those weird things that surfaces from time to time, where nobody’s really quite sure what it is but everybody is talking about it. Ron has some useful insight on the future of our profession and blockchain’s role in that, but the short version is this: You’re going to be fine… as long as you choose to learn some of the vital, future-focused skills we’ve been talking about on this podcast.   Resources:  Learn more at WSBA.co Sign up for the 2018 CPA Summit Read:  “Blockchain’s real world, here and now”    Future-Proof is produced by Podcast Masters

Today’s guest is Ron Quaranta, the Founder and Chairman of the <a href="http://wsba.co/" rel="nofollow" target="_blank">Wall Street Blockchain Alliance</a>. So we’re diving deep into blockchain today, and it’s about time. On the hype meter, blockchain is burying the needle these days. It’s one of those weird things that surfaces from time to time, where nobody’s really quite sure what it is but everybody is talking about it. Ron has some useful insight on the future of our profession and blockchain’s role in that, but the short version is this: You’re going to be fine… as long as you choose to learn some of the vital, future-focused skills we’ve been talking about on this podcast. Resources: <ul> <li>Learn more at <a href="http://wsba.co/" rel="nofollow" target="_blank">WSBA.co</a></li> <li>Sign up for the <a href="https://www.macpa.org/product/2018-cpa-summit/" rel="nofollow" target="_blank">2018 CPA Summit</a></li> <li>Read: <a href="https://www.macpa.org/blockchains-real-world-here-and-now/" rel="nofollow" target="_blank"> “Blockchain’s real world, here and now”</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

12. How Blockchain May Take Your Practice, Profession, & Career into the Next Generation | with Ron Quaranta

Jennifer Warawa

If you want to be a relevant part of this industry tomorrow, there are some things that you need to know today. There was a time when we could rely on the technical accounting skills we learned in college to see us through years, possibly even decades, of our careers – but things are changing, and they’re changing really, really fast. Tomorrow’s accounting and finance professionals are going to need a new set of tools. To learn more about what these tools are, we sat down with Jennifer Warawa, Executive Vice President of Partners, Accountants and Alliances with Sage. As part of a unique partnership with the Business Learning Institute, Sage has actually defined the seven tools we will need to start a future-ready practice in what it calls the Sage 7C Transformation Model. We think this model, and the thinking behind it, are really important.   Resources:  Learn more at PracticeOfNow.com Connect with Jennifer on LinkedIn    Future-Proof is produced by Podcast Masters

If you want to be a relevant part of this industry tomorrow, there are some things that you need to know today. There was a time when we could rely on the technical accounting skills we learned in college to see us through years, possibly even decades, of our careers – but things are changing, and they’re changing really, really fast. Tomorrow’s accounting and finance professionals are going to need a new set of tools. To learn more about what these tools are, we sat down with Jennifer Warawa, Executive Vice President of Partners, Accountants and Alliances with <a href="https://www.sage.com/en-us/" rel="nofollow" target="_blank">Sage</a>. As part of a unique partnership with the Business Learning Institute, Sage has actually defined the seven tools we will need to start a future-ready practice in what it calls the Sage 7C Transformation Model. We think this model, and the thinking behind it, are really important. Resources: <ul> <li>Learn more at <a href="http://practiceofnow.com/" rel="nofollow" target="_blank">PracticeOfNow.com</a></li> <li>Connect with Jennifer on <a href="https://www.linkedin.com/in/jenniferwarawa" rel="nofollow" target="_blank">LinkedIn</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

3. Practice Of Now: What You Need to Know Today (if You Want to Stay Relevant Tomorrow) | with Jennifer Warawa

Cari Weston

Settle in and relax, folks, because this might be your last chance to chill until April.Yeah, tax season is here. And yeah, you’re probably going to be busy — but today’s episode just might help.Our guest is Cari Weston, director of tax practice and ethics for the American Institute of CPAs. She down with our host, Bill Sheridan, at the 2019 Digital CPA Conference to talk about the issues that will be impacting tax pros in 2020. This year, for a change, those issues go well beyond the Tax Cuts and Jobs Act.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Prepare for tax season at aicpa.org/taxConnect with Cari on LinkedIn: www.linkedin.com/in/cariwestonLearn more at MACPA.org/future-learning Find CPA tax training at MACPA.org/taxAccounting Today's 2020 "Year Ahead" surveyRead: "2020 tax season filing preview”Future-Proof is a production of Crate Media

Settle in and relax, folks, because this might be your last chance to chill until April.Yeah, tax season is here. And yeah, you’re probably going to be busy — but today’s episode just might help.Our guest is Cari Weston, director of tax practice and ethics for the American Institute of CPAs. She down with our host, Bill Sheridan, at the 2019 Digital CPA Conference to talk about the issues that will be impacting tax pros in 2020. This year, for a change, those issues go well beyond the Tax Cuts and Jobs Act.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li>Prepare for tax season at <a href="http://aicpa.org/tax" rel="nofollow" target="_blank">aicpa.org/tax</a></li><li>Connect with Cari on LinkedIn: <a href="https://www.linkedin.com/in/cariweston" rel="nofollow" target="_blank">www.linkedin.com/in/cariweston</a></li><li>Learn more at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a> </li><li>Find CPA tax training at <a href="http://macpa.org/tax" rel="nofollow" target="_blank">MACPA.org/tax</a></li><li><a href="https://www.accountingtoday.com/news/hoping-for-a-smoother-tax-season" rel="nofollow" target="_blank">Accounting Today's 2020 "Year Ahead" survey</a></li><li>Read: <a href="https://www.journalofaccountancy.com/issues/2020/jan/2020-tax-filing-season-preview.html" rel="nofollow" target="_blank">"2020 tax season filing preview”</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

85. Preparing for Tax Season 2020: Cyber Security, New W-4s, TCJA, & More | with Cari Weston

Jennifer Elder

We're talking about strategic planning and critical thinking today, or planning strategically and thinking critically, or critical strategy and planning to think – or whatever you want to call it.   It's all about looking ahead today; mapping a road to the future and then figuring out how to get there.   And here to help us make sense of all this is Jennifer Elder, a thought leader with the Business Learning Institute who works with companies to find creative solutions to their most challenging problems. She also helps financial leaders become more strategic, staying ahead of the competition and becoming more successful.   And she has some fantastic insights into the notion of building a vision and executing on it: where to start, the key components of a strategic plan, possible land mines that you'll want to look out for, and what to do once the plan is complete. (Spoiler: Don't just throw it on a bookshelf or no one's going to look at it ever again!)   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at jenniferelder.com LinkedIn: https://www.linkedin.com/in/jenniferhelder   Future-Proof is produced by Podcast Masters

We're talking about strategic planning and critical thinking today, or planning strategically and thinking critically, or critical strategy and planning to think – or whatever you want to call it. It's all about looking ahead today; mapping a road to the future and then figuring out how to get there. And here to help us make sense of all this is Jennifer Elder, a thought leader with the Business Learning Institute who works with companies to find creative solutions to their most challenging problems. She also helps financial leaders become more strategic, staying ahead of the competition and becoming more successful. And she has some fantastic insights into the notion of building a vision and executing on it: where to start, the key components of a strategic plan, possible land mines that you'll want to look out for, and what to do once the plan is complete. (Spoiler: Don't just throw it on a bookshelf or no one's going to look at it ever again!) To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://www.jenniferelder.com/" rel="nofollow" target="_blank">jenniferelder.com</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/jenniferhelder/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jenniferhelder</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

44. Critical Thinking & Strategic Planning: Paths to Future-Readiness | with Jennifer Elder

Nick Sinclair

Just how busy are you?   We’re all busy. Some would argue that we, collectively, are busier than ever before – but the reason that’s true isn’t necessarily because we have more work to do than ever.   We all make time for the stuff that’s really important and valuable to us. So if we find ourselves really busy with things that aren’t important or valuable, that just means, to paraphrase Ferris Bueller, that our priorities are way out of whack, and we’ve got to do something to get them back in line.   You need to be spending as much time as possible on the things that you love to do and that you’re great at. That’s your sweet spot, and that’s where your organization needs you to be spending most of your time because they’ll get the most bang for their buck with you there. The other stuff? You need to eventually be able to delegate that away so you can spend your valuable time doing things that truly add value.   Our guest this week is someone who has built a growing global business that’s designed to help accounting and finance pros do exactly that – free up their time so they can provide higher-value services for their clients and customers.   Nick Sinclair is the Chairman of The Outsourced Accountant, which has more than 1,100 team members spread out across the United States, Australia, and the Philippines. They serve clients in 8 countries currently, and what they do is entirely based on the premise of getting the right people doing the right work.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at TheOutsourcedAccountant.com LinkedIn: https://www.linkedin.com/in/nicksinclair/ Twitter: https://twitter.com/nickqsinclair   Future-Proof is produced by Podcast Masters

Just how busy are you? We’re all busy. Some would argue that we, collectively, are busier than ever before – but the reason that’s true isn’t necessarily because we have more work to do than ever. We all make time for the stuff that’s really important and valuable to us. So if we find ourselves really busy with things that aren’t important or valuable, that just means, to paraphrase Ferris Bueller, that our priorities are way out of whack, and we’ve got to do something to get them back in line. You need to be spending as much time as possible on the things that you love to do and that you’re great at. That’s your sweet spot, and that’s where your organization needs you to be spending most of your time because they’ll get the most bang for their buck with you there. The other stuff? You need to eventually be able to delegate that away so you can spend your valuable time doing things that truly add value. Our guest this week is someone who has built a growing global business that’s designed to help accounting and finance pros do exactly that – free up their time so they can provide higher-value services for their clients and customers. Nick Sinclair is the Chairman of The Outsourced Accountant, which has more than 1,100 team members spread out across the United States, Australia, and the Philippines. They serve clients in 8 countries currently, and what they do is entirely based on the premise of getting the right people doing the right work. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://theoutsourcedaccountant.com/" rel="nofollow" target="_blank">TheOutsourcedAccountant.com</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/nicksinclair/" rel="nofollow" target="_blank">https://www.linkedin.com/in/nicksinclair/</a></li> <li>Twitter: <a href="https://twitter.com/nickqsinclair" rel="nofollow" target="_blank">https://twitter.com/nickqsinclair</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

45. The Outsourced Accountant | with Nick Sinclair

Given the latest research within the profession — see our recent conversation with Lexy Kessler for details on all of that — there’s one thing that most accounting and finance professionals are thinking about: talent.How to find talent, how to keep it, and how to figure out what the best talent wants in the first place. This last bit is really important, too, because what younger generations want is often different from what the older generations wanted. To learn more about this generational gap and what you can do to attract the best and brightest of the next generation of accountants, we sit down with Monique Malcolm-Hay, a senior consultant at PwC and founder of New-Gen Accountants.If you have any interest in the future of this profession, this episode is a must-listen.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:www.newgenaccountants.comLinkedIn: .linkedin.com/company/new-gen-accountants/Twitter: @NewGenAccountInstagram: @NewGenAccountantsLearn more at MACPA.org/future-learningFuture-Proof is a production of Crate Media

Given the latest research within the profession — see <a href="https://podcasts.apple.com/us/podcast/81-how-public-practice-needs-to-transform-soon-lexy/id1370422862?i=1000459738361" rel="nofollow" target="_blank">our recent conversation with Lexy Kessler</a> for details on all of that — there’s one thing that most accounting and finance professionals are thinking about: talent.How to find talent, how to keep it, and how to figure out what the best talent wants in the first place. This last bit is really important, too, because what younger generations want is often different from what the older generations wanted. To learn more about this generational gap and what you can do to attract the best and brightest of the next generation of accountants, we sit down with Monique Malcolm-Hay, a senior consultant at PwC and founder of New-Gen Accountants.If you have any interest in the future of this profession, this episode is a must-listen.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li><a href="http://www.newgenaccountants.com/" rel="nofollow" target="_blank">www.newgenaccountants.com</a></li><li>LinkedIn: <a href="https://www.linkedin.com/company/new-gen-accountants/" rel="nofollow" target="_blank">.linkedin.com/company/new-gen-accountants/</a></li><li>Twitter: <a href="https://twitter.com/newgenaccount" rel="nofollow" target="_blank">@NewGenAccount</a></li><li>Instagram: <a href="https://www.instagram.com/newgenaccountants/" rel="nofollow" target="_blank">@NewGenAccountants</a></li><li>Learn more at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

84. Supporting & Cultivating New-Gen Accountants | with Monique Malcolm-Hay

Bill Reeb

The accounting and finance profession as we know it seems to be under assault. New technologies, staggering legislation and regulations, demographic shifts that are reshaping the face of workforces — we’re experiencing change and complexity on a level we’ve never seen before.   Or is that really true?   In a way, when you think about it, none of what we’re experiencing right now is new. All of the thought leaders out there are calling this “the Fourth Industrial Revolution.” Know what that means? There have been three other industrial revolutions before it. We’ve gone through massive change before.   The only difference today is that these changes are happening faster than ever before, which means we have to be more agile than ever, ready to shift with the next big transformation.   And that, in part, is Bill Reeb’s message to the accounting and finance world. Bill Reeb is chief executive of the management consulting firm Succession Institute, LLC. But more importantly, he is the incoming chair of the American Institute of CPAs, and he has a message for members of our rarified profession: Forget what you know. The world’s a different place.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at AICPA.org LinkedIn: https://www.linkedin.com/in/bill-reeb-3547ab14 Start mastering your Future-Ready skills now by visiting MACPA.org/future-learning   Future-Proof is produced by Podcast Masters

The accounting and finance profession as we know it seems to be under assault. New technologies, staggering legislation and regulations, demographic shifts that are reshaping the face of workforces — we’re experiencing change and complexity on a level we’ve never seen before. Or is that really true? In a way, when you think about it, none of what we’re experiencing right now is new. All of the thought leaders out there are calling this “the Fourth Industrial Revolution.” Know what that means? There have been three other industrial revolutions before it. We’ve gone through massive change before. The only difference today is that these changes are happening faster than ever before, which means we have to be more agile than ever, ready to shift with the next big transformation. And that, in part, is Bill Reeb’s message to the accounting and finance world. Bill Reeb is chief executive of the management consulting firm Succession Institute, LLC. But more importantly, he is the incoming chair of the American Institute of CPAs, and he has a message for members of our rarified profession: Forget what you know. The world’s a different place. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://aicpa.org/" rel="nofollow" target="_blank">AICPA.org</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/bill-reeb-3547ab14" rel="nofollow" target="_blank">https://www.linkedin.com/in/bill-reeb-3547ab14</a></li> <li>Start mastering your Future-Ready skills now by visiting <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

59. Forget What You Know. The World is Changing. | with Bill Reeb

Samantha Bowling

Artificial intelligence is one of those technologies that we’ve been talking about for years as a possible disrupter for our profession, as a possible job destroyer, and as a possible opportunity generator.   Well, you can officially take the word “possible” out of all of those phrases – A.I. is here, and it’s delivering as advertised.   And our guest Samantha Bowling, CPA, CGMA, can attest to that. Samantha is a partner with Garbelman Winslow, where she has put an A.I.-based audit solution to work that’s given the firm a huge competitive advantage, and her story is a perfect illustration of just how fast technology is advancing these days.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at gwcpas.com/about-us Check out MindBridge.ai Twitter: https://twitter.com/sbowlingcpa LinkedIn:  https://www.linkedin.com/in/samantha-bowling-cpa-cgma-25531420   Future-Proof is produced by Podcast Masters

Artificial intelligence is one of those technologies that we’ve been talking about for years as a possible disrupter for our profession, as a possible job destroyer, and as a possible opportunity generator. Well, you can officially take the word “possible” out of all of those phrases – A.I. is here, and it’s delivering as advertised. And our guest Samantha Bowling, CPA, CGMA, can attest to that. Samantha is a partner with Garbelman Winslow, where she has put an A.I.-based audit solution to work that’s given the firm a huge competitive advantage, and her story is a perfect illustration of just how fast technology is advancing these days. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="https://www.gwcpas.com/about-us" rel="nofollow" target="_blank">gwcpas.com/about-us</a></li> <li>Check out <a href="http://mindbridge.ai/" rel="nofollow" target="_blank">MindBridge.ai</a></li> <li>Twitter: <a href="https://twitter.com/sbowlingcpa" rel="nofollow" target="_blank">https://twitter.com/sbowlingcpa</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/samantha-bowling-cpa-cgma-25531420" rel="nofollow" target="_blank"> https://www.linkedin.com/in/samantha-bowling-cpa-cgma-25531420</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

40. MindBridge: A.I. for Small Firms | with Samantha Bowling

Emily Morgan

This episode releases on the cusp of a new year — so, if you’re reading this in 2019, we want to wish you a very happy, healthy, and prosperous 2020. Here’s to you and yours.Of course, with the new year comes New Year’s resolutions, and there’s one resolution that all accounting and finance professionals (and, really, most people) can benefit from: becoming a better delegator.So we sit down with Emily Morgan, the mastermind behind a group called Delegate Solutions, which offers premium-level virtual assistant services for entrepreneurs. They tackle your distracting to-dos, create a strategic delegation plan for meeting your goals, and fully manage the virtual team assigned to your projects.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:DelegateSolutions.comDownload your FREE Delegate and Elevate worksheetRead: Traction: Get a Grip on Your Business by Gino WickmanRead: How To Be A Great Boss by Gino Wickman and Rene BoerLearn more at MACPA.org/future-learningFuture-Proof is a production of Crate Media

This episode releases on the cusp of a new year — so, if you’re reading this in 2019, we want to wish you a very happy, healthy, and prosperous 2020. Here’s to you and yours.Of course, with the new year comes New Year’s resolutions, and there’s one resolution that all accounting and finance professionals (and, really, most people) can benefit from: becoming a better delegator.So we sit down with Emily Morgan, the mastermind behind a group called Delegate Solutions, which offers premium-level virtual assistant services for entrepreneurs. They tackle your distracting to-dos, create a strategic delegation plan for meeting your goals, and fully manage the virtual team assigned to your projects.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li><a href="http://delegatesolutions.com" rel="nofollow" target="_blank">DelegateSolutions.com</a></li><li>Download your FREE <a href="https://traction.eosworldwide.com/hubfs/EOS-Delegate-and-Elevate.pdf" rel="nofollow" target="_blank">Delegate and Elevate</a> worksheet</li><li>Read: <a href="https://www.eosworldwide.com/traction" rel="nofollow" target="_blank">Traction: Get a Grip on Your Business</a> by Gino Wickman</li><li>Read: <a href="https://www.eosworldwide.com/great-boss-book" rel="nofollow" target="_blank">How To Be A Great Boss</a> by Gino Wickman and Rene Boer</li><li>Learn more at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

83. Why Your New Year’s Resolution Should Be Delegation | with Emily Morgan

Rita McGrath

When you’re talking about life in an exponential age, there are few skills that are as important as anticipation — the ability to spot future trends early, before they become truly disruptive, and take advantage of the opportunities they offer.One person who truly understands the importance of anticipation is our guest today, Rita McGrath. Rita is a longtime professor at Columbia Business School and a regular contributor to Harvard Business Review. She’s considered one of the world’s top experts on innovation and growth, and her latest book, Seeing Around Corners: How To Spot Inflection Points in Business Before They Happen, offers an interesting perspective on the concept of anticipation. She joins us to talk about how her thoughts fit into what the MACPA is doing with Daniel Burrus and share insight into how we can all become better anticipators.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Learn more: www.ritamcgrath.comRead: Seeing Around Corners: How To Spot Inflection Points in Business Before They HappenLinkedIn: www.linkedin.com/in/ritamcgrath"Don't Assume Anything. Prove It.""Three Things You Must Do to Conquer Complexity""If Your Team Isn't Doing These 6 Things, You're Doomed"Future-Proof is a production of Crate Media

When you’re talking about life in an exponential age, there are few skills that are as important as anticipation — the ability to spot future trends early, before they become truly disruptive, and take advantage of the opportunities they offer.One person who truly understands the importance of anticipation is our guest today, Rita McGrath. Rita is a longtime professor at Columbia Business School and a regular contributor to Harvard Business Review. She’s considered one of the world’s top experts on innovation and growth, and her latest book, <a href="https://www.ritamcgrath.com/books/seeing-around-corners/" rel="nofollow" target="_blank">Seeing Around Corners: How To Spot Inflection Points in Business Before They Happen</a>, offers an interesting perspective on the concept of anticipation. She joins us to talk about how her thoughts fit into what the MACPA is doing with Daniel Burrus and share insight into how we can all become better anticipators.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li>Learn more: <a href="http://www.ritamcgrath.com" rel="nofollow" target="_blank">www.ritamcgrath.com</a></li><li>Read: <a href="https://www.ritamcgrath.com/books/seeing-around-corners/" rel="nofollow" target="_blank">Seeing Around Corners: How To Spot Inflection Points in Business Before They Happen</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/ritamcgrath/" rel="nofollow" target="_blank">www.linkedin.com/in/ritamcgrath</a></li><li><a href="https://www.macpa.org/dont-assume-anything-prove-it/" rel="nofollow" target="_blank">"Don't Assume Anything. Prove It."</a></li><li><a href="https://www.macpa.org/three-things-you-must-do-to-conquer-complexity-1/" rel="nofollow" target="_blank">"Three Things You Must Do to Conquer Complexity"</a></li><li><a href="https://www.macpa.org/if-your-team-isn-t-doing-these-6-things-you-re-doomed/" rel="nofollow" target="_blank">"If Your Team Isn't Doing These 6 Things, You're Doomed"</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

91. How to Become a Better Anticipator | with Rita McGrath

Lexy Kessler

Today’s episode puts the P in CPA — because we’re talking about public practice! What is going on with CPA firms these days, anyway?Quite a bit, as it turns out. The world is changing, and with every change that the world experiences these days, the folks who work at CPA firms seem to get a double dose of it. They have to figure out how to embrace these changes and disruptions inside their own firms, but at the same time, they have to help their clients figure out what to do about all of this complexity.But our guest Lexy Kessler has her fingers on the pulse of CPA firm challenges and opportunities more firmly than most people in the profession. Because, in addition to being a partner with Aronson LLC and a member of the Maryland Association of CPAs’ Board of Directors, Lexy is the current chair of the AICPA Private Companies Practice Section, a group that supports CPA firms in the everyday intricacies of running a practice.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Learn more at AICPA.org/PCPSConnect with Lexy: aronsonllc.com/person/lexy-kessler/Seeing Around Corners: How to Spot Inflection Points in Business Before They Happen by Rita Gunther McGrathMACPA.org/future-learningFuture-Proof is a production of Crate Media

Today’s episode puts the P in CPA — because we’re talking about public practice! What is going on with CPA firms these days, anyway?Quite a bit, as it turns out. The world is changing, and with every change that the world experiences these days, the folks who work at CPA firms seem to get a double dose of it. They have to figure out how to embrace these changes and disruptions inside their own firms, but at the same time, they have to help their clients figure out what to do about all of this complexity.But our guest Lexy Kessler has her fingers on the pulse of CPA firm challenges and opportunities more firmly than most people in the profession. Because, in addition to being a partner with Aronson LLC and a member of the Maryland Association of CPAs’ Board of Directors, Lexy is the current chair of the AICPA Private Companies Practice Section, a group that supports CPA firms in the everyday intricacies of running a practice.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li>Learn more at <a href="http://aicpa.org/PCPS" rel="nofollow" target="_blank">AICPA.org/PCPS</a></li><li>Connect with Lexy: <a href="https://aronsonllc.com/person/lexy-kessler/" rel="nofollow" target="_blank">aronsonllc.com/person/lexy-kessler/</a></li><li><a href="https://www.amazon.com/Seeing-Around-Corners-Inflection-Business-ebook/dp/B07LC98K6Z" rel="nofollow" target="_blank">Seeing Around Corners: How to Spot Inflection Points in Business Before They Happen </a>by Rita Gunther McGrath</li><li><a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

81. How Public Practice Needs to Transform (Soon) | with Lexy Kessler

Greg Rittler

Remote

The world has been slowly transitioning towards remote work, but we are suddenly in an era where many of us have been forced to adopt remote work practices in a very short time. Some of us weren’t ready for this, and we could all use a little guidance in making the leap. Here to help us through that is Greg Rittler, the founder of Blue Ocean Ideas. We learn what it takes to lead a fully-remote team like this under very difficult circumstances, and he has some great insights into how to lead a remote team in an era of crisis — lessons that many of us need in this profession.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Blueoceanideas.comMACPA.org/COVID-191. Welcome to the World of Exponential Change: Becoming an Anticipatory Organization | with Daniel BurrusFuture-Proof is a production of Crate Media

The world has been slowly transitioning towards remote work, but we are suddenly in an era where many of us have been forced to adopt remote work practices in a very short time. Some of us weren’t ready for this, and we could all use a little guidance in making the leap. Here to help us through that is Greg Rittler, the founder of Blue Ocean Ideas. We learn what it takes to lead a fully-remote team like this under very difficult circumstances, and he has some great insights into how to lead a remote team in an era of crisis — lessons that many of us need in this profession.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="noopener noreferrer nofollow" target="_blank">blionline.org/blog</a>. Resources:<ul><li><a href="http://blueoceanideas.com" rel="noopener noreferrer nofollow" target="_blank">Blueoceanideas.com</a></li><li><a href="http://macpa.org/COVID-19" rel="noopener noreferrer nofollow" target="_blank">MACPA.org/COVID-19</a></li><li><a href="https://player.captivate.fm/episode/f421de3c-952b-4fa7-80ee-e2ba5f96cffa" rel="noopener noreferrer nofollow" target="_blank">1. Welcome to the World of Exponential Change: Becoming an Anticipatory Organization | with Daniel Burrus</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="noopener noreferrer nofollow" target="_blank">Crate Media</a>

94. Making the Transition to Remote Work | with Greg Rittler

David Mammano

Today we’re discussing why accounting and finance professionals have a lot to gain from adopting an entrepreneurial mindset.   Entrepreneurship isn’t something that many accounting and finance pros have a lot of experience with, but we’re in an era when at least thinking like an entrepreneur can go a long way toward becoming more future-ready.   Entrepreneurs just look at the world differently, and adapting an entrepreneur’s mindset might help us evolve a little faster and become just a little more future-ready.   Our guest David Mammano is the founder of the Avanti Entrepreneur Group, headquartered just outside of Rochester, NY, but open to entrepreneurs everywhere. He’s basically trying to build a huge community of entrepreneurs who can learn from one another, share resources and best practices and war stories, and support each other on their entrepreneurial journeys.   To learn more, and for the complete show notes, visit blionline.org/blog.   Resources:  Learn more at AvantiEntrepreneurGroup.com Avanti Entrepreneur Podcast: http://avantientrepreneurgroup.com/podcasts-home Facebook: https://www.facebook.com/DavidMammanoFan/ Twitter: https://twitter.com/DavidMammano Instagram: https://www.instagram.com/davidcmammano/ Entrepreneurial Operating System: StrategyX.BLIonline.org Start mastering future-ready skills now at MACPA.org/future-learning   Future-Proof is produced by Podcast Masters

Today we’re discussing why accounting and finance professionals have a lot to gain from adopting an entrepreneurial mindset. Entrepreneurship isn’t something that many accounting and finance pros have a lot of experience with, but we’re in an era when at least thinking like an entrepreneur can go a long way toward becoming more future-ready. Entrepreneurs just look at the world differently, and adapting an entrepreneur’s mindset might help us evolve a little faster and become just a little more future-ready. Our guest David Mammano is the founder of the Avanti Entrepreneur Group, headquartered just outside of Rochester, NY, but open to entrepreneurs everywhere. He’s basically trying to build a huge community of entrepreneurs who can learn from one another, share resources and best practices and war stories, and support each other on their entrepreneurial journeys. To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>. Resources: <ul> <li>Learn more at <a href="http://avantientrepreneurgroup.com/" rel="nofollow" target="_blank">AvantiEntrepreneurGroup.com</a></li> <li>Avanti Entrepreneur Podcast: <a href="http://avantientrepreneurgroup.com/podcasts-home" rel="nofollow" target="_blank">http://avantientrepreneurgroup.com/podcasts-home</a></li> <li>Facebook: <a href="https://www.facebook.com/DavidMammanoFan/" rel="nofollow" target="_blank">https://www.facebook.com/DavidMammanoFan/</a></li> <li>Twitter: <a href="https://twitter.com/DavidMammano" rel="nofollow" target="_blank">https://twitter.com/DavidMammano</a></li> <li>Instagram: <a href="https://www.instagram.com/davidcmammano/" rel="nofollow" target="_blank">https://www.instagram.com/davidcmammano/</a></li> <li>Entrepreneurial Operating System: <a href="http://strategyx.blionline.org/" rel="nofollow" target="_blank">StrategyX.BLIonline.org</a></li> <li>Start mastering future-ready skills now at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li> </ul> Future-Proof is produced by <a href="http://www.podcastmasters.net/" rel="nofollow" target="_blank">Podcast Masters</a>

48. The Entrepreneurial Mindset | with David Mammano

Mark Miklosovic

Halloween is over. Autumn is kicking into full gear. And you know what that means — it’s time to talk about audits!Because the future of audit is... uncertain, to say the least. Luckily, we had an opportunity to talk to Mark Miklosovic, the Customer Proposition Strategy Lead for tax professionals at Thomson Reuters, who spends much of his time thinking very critically about the future of this profession.We talk about where audit has been, where it is now, where it is going — and most importantly, what the future of this profession looks like. Given the pace of change today, it’s a crucial conversation to be having, and to be able to dig deep into the brain of someone who has a passion for this stuff like Mark does is a real treat.To learn more, and for the complete show notes, visit blionline.org/blog.Resources:Learn more at tax.thomsonreuters.comLinkedIn: www.linkedin.com/in/markmiklosovicAccounting Today: “Where is the audit profession going?”Accounting Today: “Audit dead in a decade?”Accounting Today: “The future of audit: Looking ahead in a time of rapid change”Start mastering Future-Ready skills now at MACPA.org/future-learningFuture-Proof is a production of Crate Media

Halloween is over. Autumn is kicking into full gear. And you know what that means — it’s time to talk about audits!Because the future of audit is... uncertain, to say the least. Luckily, we had an opportunity to talk to Mark Miklosovic, the Customer Proposition Strategy Lead for tax professionals at Thomson Reuters, who spends much of his time thinking very critically about the future of this profession.We talk about where audit has been, where it is now, where it is going — and most importantly, what the future of this profession looks like. Given the pace of change today, it’s a crucial conversation to be having, and to be able to dig deep into the brain of someone who has a passion for this stuff like Mark does is a real treat.To learn more, and for the complete show notes, visit <a href="https://blionline.org/blog" rel="nofollow" target="_blank">blionline.org/blog</a>.Resources:<ul><li>Learn more at <a href="http://tax.thomsonreuters.com" rel="nofollow" target="_blank">tax.thomsonreuters.com</a></li><li>LinkedIn: <a href="https://www.linkedin.com/in/markmiklosovic/" rel="nofollow" target="_blank">www.linkedin.com/in/markmiklosovic</a></li><li>Accounting Today: <a href="https://www.accountingtoday.com/opinion/where-is-the-audit-profession-going" rel="nofollow" target="_blank">“Where is the audit profession going?”</a></li><li>Accounting Today: <a href="https://www.accountingtoday.com/news/audit-dead-in-a-decade" rel="nofollow" target="_blank">“Audit dead in a decade?”</a></li><li>Accounting Today: <a href="https://www.accountingtoday.com/opinion/the-future-of-audit-looking-ahead-in-a-time-of-rapid-change" rel="nofollow" target="_blank">“The future of audit: Looking ahead in a time of rapid change”</a></li><li>Start mastering Future-Ready skills now at <a href="http://macpa.org/future-learning" rel="nofollow" target="_blank">MACPA.org/future-learning</a></li></ul> Future-Proof is a production of <a href="http://crate.media" rel="nofollow" target="_blank">Crate Media</a>

75. The (Uncertain) Future of Audit | with Mark Miklosovic

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