Advertise on podcast: Journal of Accountancy Podcast

Finance leaders can become consumed by today's challenges, but long-term thinking is essential to staying competitive and relevant.  In this episode of the Journal of Accountancy podcast, hear from former AICPA chair Okorie Ramsey, CPA, CGMA, on how the Rise2040 initiative identifies key forces shaping the profession, why embracing change is critical, and how trust can remain a powerful advantage for CPAs. Ramsey, speaking from the Future of Finance Summit in National Harbor, Md., also discussed the purpose of the AICPA Foundation and why he enjoys being part of the Future of Finance Leadership Advisory Group. What you'll learn from this episode: A framing of the Rise2040 initiative and how it can help finance leaders think beyond this week's task list. Ramsey's comment on Rise2040 including the statement from accountants that "our biggest threat is us." Why embracing change is a critical skill for the profession. The reason trust is particularly important now in Ramsey's mind. His focus areas as vice president of the AICPA Foundation.

Tiffany Willis, a former Starbucks finance executive, spoke recently at the Future of Finance Summit, presenting real and challenging boardroom scenarios for the audience. In a podcast interview, she expanded on those ideas, sharing practical advice for handling high-pressure moments, communicating with executives, and presenting financial insights effectively.  Willis explained why preparation, audience awareness, and composure are critical skills. She also discussed the leadership lessons behind her book, Own Your Narrative, and the importance of authenticity in building successful teams. What you'll learn from this episode: Why the "meeting before the meeting" can minimize surprises in the boardroom. How to tailor financial insights and data presentations for different audiences. Ways to maintain composure and credibility when your work is challenged. How finance leaders can bridge gaps between organizational goals and financial realities. Her emphasis on authenticity. Why Willis said she's "still developing" as a leader.

Employers continue to face headwinds when it comes to landing and retaining accounting and finance talent — with AI, demographic shifts, and evolving skills needs reshaping the hiring landscape. This episode, a conversation with Robert Half executive Steve Saah, explores what leaders can do to attract and keep professionals, prepare future managers, and build teams equipped for the future of finance. Saah — speaking at the Future of Finance Summit in National Harbor, Md. — also explains one of the ways that artificial intelligence is slowing down the hiring process, comments on insights from the Rise2040 initiative, and notes the role that workplace flexibility plays in the pursuit of talent. What you'll learn from this episode: Why accounting and finance talent remains in short supply. The estimated number of Baby Boomers retiring each day. How AI-generated résumés are changing the hiring process. Some of the ways leaders can balance staffing needs and employee burnout. The skills that professionals need to stay marketable in an AI-driven future. Best practices for succession planning and leadership development.

Melissa Furman, a leadership coach and consultant, is scheduled to deliver the keynote address Oct. 19 at the AICPA Governmental and Not-for-Profit Conference in Dallas. She joined the Journal of Accountancy podcast to preview her session, touching on the challenges organizations face in dealing with multiple generations in the workforce. She explained how differences in communication and technology preferences and workplace expectations can lead to conflict but also can create learning opportunities for employers. Furman singled out her own generation as both "the problem and the solution" and made a college football-related comparison to the generation's communication style. She also advised professionals to learn more about colleagues and direct reports instead of relying on generational stereotypes. What you'll learn from this episode: Why five (or more) generations in the workforce create both challenges and opportunities. How communication preferences differ across generations and affect workplace relationships. Why Melissa Furman calls Generation X the "Heisman generation." What millennial and Gen Z workers want from employers when it comes to flexibility, leadership access, and technology. A parting thought to leaders: "Get out there" and "learn your people."

Boards need more than reports to provide effective fraud risk oversight; they need structures that help them determine whether risk management programs work. Jonathan Marks, CPA/CFF/CITP, CGMA, CFE, the author of the most recent FVS Eye on Fraud report, explains more about how boards should be involved — and how they shouldn't — when it comes to oversight of fraud risk. Key points of the discussion include how information that reaches the board is often "scrubbed" and why the right questions can help directors stay in the loop on fraud risk. Editor's note: The summer FVS Eye on Fraud report is available for download at the link above. It becomes exclusive to FVS Section members after Oct. 9. What you'll learn from this episode: Why effective fraud risk oversight is a structural discipline rather than a reporting exercise. How boards can determine whether a fraud risk management program works in practice without stepping into management's role. Why feedback loops are essential to ensuring that directors receive and understand the right information. An explanation of the Candor Chain and the ways critical information can be softened, altered, or lost before reaching the board. How the COSO Fraud Risk Management Guide can help boards evaluate risks, controls, and the human factors behind fraud.

Overall, those who are pessimistic about the U.S. economy outnumber those who are optimistic this quarter. But, optimism rose slightly compared with the previous quarter, according to a quarterly survey of CPA decision-makers. In this episode of the JofA podcast, Ken Witt, CPA, CGMA, associate director–Management Accounting Research & Development for the AICPA and CIMA, breaks down sentiment about the domestic economy, the global economy, and respondents' companies. Witt also touches on top challenges and the CPA leaders' views on hiring, projected revenue growth, and spending plans for the coming 12 months. What you'll learn from this episode: The increase in optimism related to the domestic and global economies. The decrease in own-company optimism from the previous quarter. The familiar obstacle for CPA decision-makers that returned to No. 1 on the list of challenges. Projected revenue and profit growth in the coming 12 months. Projected spending on IT, training, and other capital expenditures. A farewell to the survey's longtime guru.

Artificial intelligence is accelerating the transformation of the finance function in ways that go beyond automation of existing processes. Gartner senior director Mallory Bulman explains how finance teams can help organizations move faster, make better decisions, and prepare for 2030 and beyond. The conversation explores digital talent, enterprise simulations, product management techniques, and what Bulman heard from attendees at the Future of Finance Summit about contending with volatility and deciding whether to be "AI-forward" or "AI-cautious." What you'll learn from this episode: The number of CFOs that Bulman speaks with each week, and the universal truths she hears in those calls. What an OODA loop is and why, in Bulman's words, the "observe" part of that acronym will be getting shorter. A key theme of a Gartner finance presentation and its tie-in with one of Bulman's sons' science classes. How a product management mindset and self-service tools can help finance teams effectively deliver decision-ready information. Bulman's takeaways from the Future of Finance Summit earlier in August.

Rebekah Olson, CPA, CEO of the Maryland Association of CPAs, returned to the Journal of Accountancy podcast for the first time since 2019 to discuss how community, collaboration, and relationships can strengthen the accounting profession. She shared insights into efforts to address recruiting and retention challenges, the role of professional associations in creating value for members, and an update on CPA licensure. Olson also explained the thinking behind the MACPA's Beyond the Bottom Line YouTube series and why engagement remains critical for the profession's future. What you'll learn from this episode: Olson's "best part of the accounting profession" and how it led her state association to start a YouTube series. Why Olson believes relationships and community are among the profession's greatest strengths. What she learned from Tom Hood. How Maryland's CPA licensure changes fit into broader efforts across the profession. What associations can do to create more value and engagement for members. Why positive news about accounting enrollment, in Olson's mind, doesn't eliminate the need for continued workforce development efforts.

For the 500th episode of the Journal of Accountancy podcast, the show went on the road to the Future of Finance Summit. The conversation with the AICPA's Tom Hood, CPA/CITP, CGMA, executive vice president–Business Growth and Engagement, focuses on how finance leaders are moving beyond exploration of artificial intelligence and into active piloting and scaling. Hood discussed priorities other than AI for finance leaders, who gathered last week in National Harbor, Md. Hood also looked back on the growth of the Future of Finance community, explaining how the "wisdom of the crowd" is one of the event's big draws. What you'll learn from this episode: A brief look back at the start of the JofA podcast, which has published 500 episodes. What live polling at last week's Future of Finance Summit revealed about the pace of AI adoption in corporate finance functions. Senior finance leaders' top issues in 2026 other than AI. How finance leaders are trying to balance growth initiatives with continued pressure to control costs. Why Hood says the Future of Finance community is helping leaders learn faster through case studies, peer collaboration, and shared best practices. A look ahead to the 2027 Future of Finance Summit.

Eric R. Alexander, CPA, president of advisory service company Six Arrows Consulting, discusses the lessons he's learned throughout his career in finance and what being a finance leader means for him, and other insights from his upcoming book, Stewardship Leadership for Stinkin' Accountants: Serving as the CFO. He shares key strategies for developing as a stewardship leader, including how he holds himself accountable, how he views his role as a trusted adviser for organizations, and the steps he has taken to improve in the relational and people aspects of the finance function. "I've been most effective in my work when I've functioned as a steward, meaning I understood things had been entrusted to me to be responsible for," he said. "I was accountable to people, and fundamentally, it was not all about me." Editor's note: This episode was originally on the FM podcast. What you'll learn from this episode: Why Alexander says the CFO role is not about you as a finance leader. Key elements of stewardship leadership. How to hold yourself accountable as a finance professional. Why getting into the finer details can complicate decision-making. What it means to own your results. Tips for enhancing people and soft skills.

People are living longer, and that reality may call for a different approach to retirement planning. In this episode of the Journal of Accountancy podcast, Kelley Long, CPA/PFS, shares why she believes working longer can be a positive choice, how mini-retirements and career flexibility fit into that vision, and what those ideas mean for personal financial planning.  In the last of the JofA's summer episodes recorded at ENGAGE, Long reflects on discussions from the conference, including lessons for younger professionals and the growing interest in designing a career that supports a balanced life. In April, Long previewed one of her ENGAGE sessions on the JofA podcast and wrote about planning for mini-retirements. What you'll learn from this episode: Why Long believes many professionals should plan to work longer and why that doesn't have to be a negative outcome. How mini-retirements and sabbaticals can fit into a long-term career and financial plan. Ways to approach conversations with employers about career flexibility and extended time away from work. How shifting from a retirement-focused mindset to a lifestyle-focused mindset can influence financial decisions throughout life. How first-time ENGAGE attendees can navigate multiple aspects of the conference — from its size, learning tracks, and networking opportunities to its indoor/outdoor temperature changes. Long's review of several ENGAGE keynote sessions.

Calvin Harris, CPA, the CEO of the New York State Society of CPAs, returned to the JofA podcast to discuss why storytelling, humor, and personal connection are essential to the profession's future. In an episode recorded in June at ENGAGE, Harris shared how everything from T-shirt jokes and LinkedIn posts to podcast interviews can help strengthen accounting's relevance and keep students and professionals engaged. He also discussed progress on the talent pipeline, lessons from hosting his state society's podcast, and the value of bringing accountants together through conferences and networking. What you'll learn from this episode: Why Harris wore a Deadpool-themed shirt the day of the episode's recording. How selfies featuring his accounting-themed T-shirts began showing up on LinkedIn, and how those posts have sparked conversations about the profession. His insights on the accounting talent pipeline opportunities and trends in CPA licensure pathways. The unexpected lessons Harris has learned from hosting the New York State Society of CPAs' podcast. How conferences in general, particularly ENGAGE, provide a "chance to connect." How telling better stories about CPA career paths can grow the profession's relevance.

Networking can feel uncomfortable for many of us, but meaningful connections often start with simple conversations and strong listening skills. Alex Romero, CPA, CGMA, the AICPA's director–CPA Pipeline, shares practical advice for building professional relationships at conferences and beyond, including the reminder that pauses are acceptable. Romero also highlights ways to stay present in conversations and one activity that she has found to be a networking boost. She also discusses the latest outlook for accounting talent, accounting enrollment trends, and why the CPA credential remains a "great differentiator." Other resources mentioned in the conversation include an earlier podcast episode from ENGAGE with the AICPA's Carl Mayes, CPA; the website ThisWayToCPA.com, with numerous resources for students and educators; and information on the July 24 Faculty Hour Series webcast, which includes Romero as a scheduled speaker. What you'll learn from this episode: The ways accounting professionals who are averse to networking can become effective at building relationships at conferences and other events. How active listening helps create deeper professional connections. Romero's practical conversation starters and techniques. What recent accounting enrollment data suggests about the CPA talent pipeline.

Sarah Ference, CPA, a risk control director at CNA, returned to the Journal of Accountancy podcast to discuss recent topics of the JofA's Professional Liability Spotlight column. The conversation covers three timely issues facing CPA firms: the Great Wealth Transfer, ethical decision-making when clients push boundaries, and the need for practical AI policies. The conversation also reflects on AICPA ENGAGE and the value of staying connected to developments in the profession. The articles discussed in the episode: May: "Managing CPA Liability in the Great Wealth Transfer." June: "Making the Right Choice When No One Is Watching." July: "Drafting an AI Policy That Actually Works." What you'll learn from this episode: Why the Great Wealth Transfer is creating liability risks for CPAs in estate planning, tax filings, and other services. How CPAs can respond when clients want to skirt rules because they perceive regulatory oversight or enforcement to be weakening. Why accounting firms need an AI policy and key considerations when establishing guidelines for AI use in practice. Ference's takeaways from AICPA ENGAGE last month.

AICPA President and CEO Mark Koziel, CPA, CGMA, reflects on his first 18 months in the role, discussing initiatives such as CPA Trust, the return of the print Journal of Accountancy, and the profession's ongoing advocacy efforts. Speaking while at AICPA ENGAGE in Las Vegas, Koziel also shares insights on AI, upskilling, tax transformation, licensure mobility, and the role CPAs can play in a rapidly changing business environment.  Koziel explains why he remains optimistic about the profession's future despite ongoing disruption and uncertainty. He also tells the story of being asked long ago for an autograph. What you'll learn from this episode: Why the CPA Trust campaign launched and particulars about the strategy for a commercial about the initiative. What Koziel meant when he said, "We are in the verification business." What member feedback revealed about the need for upskilling and how the Profession Ready Initiative aims to address skills gaps. Why Koziel considers it valuable for members to have the Journal of Accountancy return to printed issues. How AI could reshape tax compliance work and expand opportunities for advisory services. Why he says, "Train's left the station," when asked about changes in CPA licensure pathways. Koziel's assertion that CPAs will continue to thrive amid technological disruption by serving as the "human in the lead."