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All About Change


1 Professional football player Jonathan Jones: Mentorship and Making an Impact in Your Community 22:49
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Jonathan Jones is an NFL cornerback for the Washington Commanders who rose from the undrafted ranks to become two-time Super Bowl champion with the New England Patriots, a businessman, philanthropist, and licensed pilot. In 2019, Jonathan founded the Jonathan Jones Next Step Foundation in 2019, a platform dedicated to empowering youth through education, professional development, and mentorship. The foundation works to alleviate food insecurity, promote women in stem and sports, and to promote professional development in the communities where he lives. Jay and Jonathan talk about investing in the communities they live in, acknowledging the people who helped you become the person you are, and paying that same investment forward to the next generation. Episode Chapters 0:00 intro 1:24 Building local connections 4:25 Jonathan’s mentors and mentees 10:54 Jonathan’s pride in his mentees’ successes 13:04 how Jonathan chooses his causes 14:08 Jonathan’s support for girls and young women 17:19: Jonathan’s passion for flying 19:40 The Next Step Foundation 20:29 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…
Journal of Accountancy Podcast
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Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
430 episoade
Marcați toate (ne)redate ...
Manage series 2940314
Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The Journal of Accountancy podcast discusses the key issues facing the accounting profession.
…
continue reading
430 episoade
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Journal of Accountancy Podcast

1 An overlooked growth opportunity: Uncertainty 10:25
10:25
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Very few people will be imprisoned the way Sam Goodwin was — for nine weeks in a harrowing situation six years ago. Goodwin says we can all be “held hostage” by any number of things and that our response to life’s challenges is what sets us apart. Goodwin, an author and tech startup founder, will deliver the keynote address June 16 at the AICPA & CIMA Not-for-Profit Industry Conference in National Harbor, Md. Learn more about Goodwin’s message and story in the latest episode of the Journal of Accountancy podcast. What you’ll learn from this episode: · Goodwin’s “Winning Through Uncertainty” theme for the June keynote address. · The worldwide travel quest that landed him in a hostage situation in Syria. · Goodwin’s explanation about feeling a sense of “survivor’s responsibility.” · His work overseas in the technology and not-for-profit sectors. The reason Goodwin says “uncertainty is a horrible thing to waste.”…
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Journal of Accountancy Podcast

1 The new CPA Exam: Year-one trends and tips for success 24:39
24:39
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As the demands on modern CPAs change, so also does the CPA Exam. Updates in the design and focus of the CPA Exam have been in effect for about a year now, and two AICPA experts joined the Journal of Accountancy podcast to discuss the changes, address misconceptions, and offer reminders on best practices. Any preparation for the CPA Exam should include a look at the CPA Exam Blueprints , according to Joe Maslott, CPA, director–Examinations. Mike Decker, vice president–CPA Exam and Pipeline offers insights into the changes and reminds candidates that the CPA Exam should be respected but not feared. What you’ll learn from this episode: · Maslott’s review of why the CPA Exam was redesigned for the start of 2024. · Decker’s comments on misconceptions about the new exam. · The “relief valves” now offered for CPA candidates in exam timeframes. · Best practices and strategies for approaching the new sections of the exam. · Why pass rates are expected to rise.…
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Journal of Accountancy Podcast

1 The uncomfortable work of leadership 18:47
18:47
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Half a life ago, Michael Brody-Waite didn’t think he was going to make it to his 25th birthday. Today, he’s an author, entrepreneur, and leadership coach preparing to deliver the keynote address at the AICPA & CIMA Employee Benefit Plans Conference in May. In the address, he will share details of a leadership framework — using his experience as an addict in recovery as a backdrop. Three principles of the framework relate to authenticity, the ability to let go, and the importance of uncomfortable work. What you’ll learn from this episode: Why he says that most leaders are “addicted to doing.” The three principles of “addictive leadership.” The reasons, according to Brody-Waite, that those principles relate well to the accounting profession. Some of the excuses he made and others he blamed for his substance abuse. Why the advice “don’t be scared” should be avoided. The delegation lessons that can be taken from the principle of “surrendering the outcome.” Why uncomfortable work is different than hard work or difficult work. Brody-Waite’s message to conference attendees.…
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1 Tax legislation, audit oversight, and other AICPA advocacy focus areas 17:16
17:16
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No matter who’s in charge, regulation, legislation, and education remain front and center when it comes to advocacy efforts in Washington, according to Mark Peterson, AICPA & CIMA executive vice president–Advocacy. Also important is understanding how to navigate a new administration’s priorities. In this episode of the Journal of Accountancy podcast, Peterson details some of the focus areas of the White House and Congress – tax legislation, an emphasis on government efficiency, and a change in regulatory approach. What you’ll learn from this episode: · Peterson’s overview of AICPA advocacy in Washington. · Why “navigate” is an important word for Peterson. · What has been normal and not normal in the change of presidential administrations. · Peterson’s assessment of the potential path for tax legislation. · The “very different environment” related to regulation of public companies. · Advice for members in dealing with D.C. uncertainty.…
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Journal of Accountancy Podcast

1 Tips for driving change and driving out drama 16:59
16:59
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Alex Dorr speaks to audiences and organizations all over about ditching the drama and getting more productivity and engagement from employees and more overall value for companies. His session at Digital CPA in Denver in December 2024 focused on many of those same principles and was tailored to modern accounting firms. On the Journal of Accountancy podcast, Dorr, vice president at Reality-Based Leadership, explained more about how readiness for change can lead to a better work reality for employees and managers alike. What you’ll learn from this episode: · Dorr’s reflection on whether he was a “high-drama” college basketball player. · Why the examination of an employee’s or team’s value should include an assessment of “readiness for what’s next.” · The “juicy” question Dorr answered about speaking to accounting groups. · The importance of validating someone’s experience in the workplace before addressing ways to make it better.…
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Journal of Accountancy Podcast

1 JofA-branded podcast: Critical conversations about business transition planning 38:25
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In this Journal of Accountancy -branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.
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Journal of Accountancy Podcast

1 Financial tracing: Show me the money 21:43
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David Zweighaft, CPA/CFF, is a co-author of this quarter’s Eye on Fraud report, focused on financial tracing. Zweighaft joined the Journal of Accountancy podcast to discuss details in the report and share stories from his more than 30 years of experience in the field of forensic accounting. The discussion delves into particulars of the quarterly report and mentions an infamous municipal fraud case , which was one topic mentioned in a 2023 JofA podcast episode . Resources n FVS Section home page n CFF credential information page n Eye on Fraud report for the first quarter of 2025 n Understanding the Forensic Technology Landscape What you’ll learn from this episode: · Zweighaft’s definition of financial tracing. · Why human skills such as interviewing can be differentiators even as technology speeds up some tasks. · Some of the core accounting and auditing skills that apply to financial tracing. · The difference between direct and indirect financial tracing. · Details of the United States v. Melissa King case, a focus of the Eye on Fraud article Zweighaft co-wrote. · The value of hearing other professionals’ stories in financial tracing.…
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Journal of Accountancy Podcast

1 Explaining stablecoin risks and the need for reporting criteria 17:50
17:50
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On March 5, the AICPA published a comprehensive set of criteria for reporting on the digital assets known as stablecoins. The criteria are designed to address “the need for consistency, transparency, and trust in the stablecoin environment.” Jay Schulman, CPA, is a principal at RSM, and he’s focused, in his job and his role on AICPA committees, on digital assets. In this episode of the Journal of Accountancy podcast, Schulman explains areas of focus for the AICPA’s Digital Assets Working Group and the group’s attestation subcommittee. That work includes the stablecoin criteria. Resources: n Accounting for and Auditing of Digital Assets (practice aid) n Blockchain Universal Glossary n Stablecoin Reporting and Assurance landing page What you’ll learn from this episode: · Schulman’s explanation of the difference between bitcoin and stablecoins. · The reasons that an AICPA committee and subcommittee on attestation are focused on stablecoins. · Examples that remind Schulman of how different generations view money. · Why Schulman refers to the criteria as “transparency-oriented.” · The resources Schulman recommends related to stablecoins and the priorities of the Digital Assets Working Group.…
For several reasons, including persistent inflation and concern about the effects of tariffs, CPA decision-makers in business and industry are less optimistic this quarter about the U.S. and global economy and their own businesses. That’s according to the Economic Outlook Survey released on Thursday. On Friday, Ken Witt, CPA, CGMA, AICPA & CIMA associate director–Management Accounting Research and Development, joined the Journal of Accountancy podcast to analyze the survey’s latest results. In the fourth quarter of 2024 , Witt said, the likelihood of less regulation was one reason for an increase in sentiment. But much of that November enthusiasm has been tempered. What you’ll learn from this episode: · The top challenge for CPA decision-makers’ businesses (it’s not a surprise). · The difference in expansion plans based on company size. · The percentage of respondents who expect tariffs to have a negative effect on their organizations. · What finance executives project related to hiring in the coming 12 months.…
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Journal of Accountancy Podcast

1 Leading change: The CFO agenda, International Women’s Day 28:22
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The AICPA & CIMA CFO Conference begins April 23 in La Quinta, Calif. The co-chairs of the conference planning committee joined the Journal of Accountancy podcast to discuss top-of-mind issues for finance leaders and to preview the agenda for the in-person event. Ted Delgado, CPA, CGMA, and Summer Redmon, CPA, finance executives themselves, shared what they learn from attending the conference each year and explained the ways that the pace of change has affected the CFO role. Also, Lisa Simpson, CPA, CGMA, AICPA & CIMA’s vice president–Firm Services, joined the show to discuss International Women’s Day, which this year is on Saturday. Resources: n CFO Conference registration information and agenda . n Podcast conversations in September and January with not-for-profit CFO Janice Stucke, CPA. What you’ll learn from this episode: · The value of self-awareness and servant leadership for CFOs. · Redmon’s explanation of a former boss referring to herself as “CFO-plus.” · Delgado’s summary of a session on navigating business slowdowns. · Highlights of other topics and panel discussions at the conference. · The importance of International Women’s Day to one AICPA & CIMA leader.…
Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA Leadership Academy , calling the experience “life-changing.” Chmura also found value in being part of a panel of guest editors for the May 2017 issue of the JofA . What you’ll learn from this episode: · The focus on metrics — identification and evaluation of effectiveness. · How the CAS advice and themes apply to her role at Withum. · The link between satisfied advisory clients and happy employees. · Identifying which KPIs are truly key to success. · Chmura’s surprise about being asked to be a JofA guest editor in 2017. · More on her advice about identifying personal KPIs.…
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Journal of Accountancy Podcast

1 Defining the office in 2025: Shifting models of where work gets done 15:57
15:57
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Jennifer Wilson, the CEO of ConvergenceCoaching LLC, co-presented a session at Digital CPA in Denver that addressed talent and leadership differences in remote and hybrid work environments. In this podcast episode, Wilson, who also served as the independent facilitator for the National Pipeline Advisory Group’s (NPAG’s) work in addressing the accounting talent shortage, discussed some of the differing points of view that managers and employees have about remote work. She also emphasized the importance of telling a better story about accounting — one of NPAG’s recommended strategies for rebuilding the pipeline. Also in this episode is a mention of two recent news articles that affect CPAs. First is the news of beneficial ownership information (BOI) reporting requirements being in effect again after a court order. Second, the JofA reported on cuts in the IRS workforce . What you’ll learn from this episode: · The “consternation and angst” in discussions about in-office vs. hybrid or remote work. · Why Wilson said that managers shouldn’t use the word “back” when talking about where work gets done. · Who bears responsibility for an individual employee’s learning and skill development. · The key to unifying teams in an era of dispersed workforces. · Wilson’s hope for the profession in the coming year. · A recap of recent JofA news articles about BOI reporting and the IRS.…
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Journal of Accountancy Podcast

1 AICPA & CIMA CEO about accounting: 'The opportunities are endless' 18:54
18:54
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Mark Koziel, CPA, CGMA, was less than a week into his tenure as AICPA & CIMA CEO when he joined the Journal of Accountancy podcast for a two-part conversation. In part one , published Thursday, Koziel discussed wanting to hear from members about their challenges and success stories. In part two, he talks about how accountants can work with artificial intelligence tools, why he initially was interested in pursuing work with the FBI, and the value he sees in a hybrid work environment for some firms. Koziel has invited members to send email to AskMark@aicpa-cima.com and "tell me how the Association can help you, your career, and the profession." What you’ll learn from this episode: · The career-related questions Koziel used to ask fellow CPA firm partners. · One aspect of Koziel’s preparation to become an accountant that he would have changed. · The key things he learned as an employee of the grocery store Wegmans. · What he says to students considering a career in accounting. · More on how client advisory services have “erupted” over the years.…
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Journal of Accountancy Podcast

1 3 things to know about AICPA & CIMA’s new CEO 20:52
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Mark Koziel, CPA, CGMA, was officially just a few days into his role as CEO of AICPA & CIMA when he took time to join the Journal of Accountancy podcast for a conversation that will be shared in two parts. Part one is below, and part two will be published in the coming days. Koziel — named in October to succeed the now retired Barry Melancon, CPA, CGMA — discussed the importance of hearing about the successes and challenges facing members, how he hopes to create communities, and more in this interview. Koziel also invited members to send email to AskMark@aicpa-cima.com and “tell me how the Association can help you, your career, and the profession.” Related links: n The news of Koziel’s hiring , succeeding Barry Melancon as CEO. n Melancon’s words about Koziel in a December podcast conversation. n Koziel’s previous JofA podcast appearance , as part of a 2022 episode when he was the CEO of Allinial Global. What you’ll learn from this episode: · Three facts for members to know about Koziel, in his words. · What he sees as the profession’s strengths and opportunities. · Why he calls accounting pipeline concerns “not a U.S.-only problem.” · Koziel’s “listening tour” with members and his request for feedback. · More about his ideas for creating communities within the global membership of AICPA & CIMA. · Koziel’s thoughts on the evolution of the profession. · The important distinction between outsourcing and offshoring. · A look ahead to part two of the conversation.…
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Journal of Accountancy Podcast

1 Keys to building winning teams at work 18:23
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Chris Dyer, whose recent book details seven pillars of corporate culture, joined the Journal of Accountancy podcast from the Future of Finance Summit in San Diego to explain some of the ways companies can get culture right — and the ways they get it wrong. For instance, Dyer said that a common approach of individuals and organizations, after a strengths and weaknesses assessment, is to think about the areas where their performance is mediocre. “They want to … start with the ones they’re OK with,” Dyer said. “I say go after the one where you’re terrible, and you fix that, and your people all of a sudden get excited.” Also, get insight, in the form of a quick-hitting sound clip to close the episode, on how high-level thinking serves a CPA who played in the NFL . What you’ll learn from this episode: · Why Dyer got into the exploration of team and corporate culture. · Dyer’s assertion that building company culture is more science than art. · The value of saying “yes” more often — and strategies to pull it off. · Why he says it’s not valuable for companies and individuals to focus on improving their “so-so” skills. · A recap of the JofA Q&A with an NFL player turned CPA, just in time for the Super Bowl.…
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