When you are a firm owner who is thinking about making a practice transition (or even a buyer), it is natural that you will feel some trepidation about the changes you are about to undergo. In this episode of CPA Conversations, Ira Rosenbloom, chief operating executive of Optimum Strategies LLC, discusses his winter 2017 Pennsylvania CPA Journal column on the fears people face when going through a firm sale or merger.
Adanma Akujieze, chief internal auditor for Weis Markets Inc. and member of PICPA’s IT Assurance Emerging Issues Subcommittee, discusses the findings of the recently updated Leveraging Mobile and Remote Computing Technology white paper and the effect that measures taken to increase worker flexibility are having on the accounting industry.
CPA baby boomers are retiring, and the accounting profession’s workplace dynamics are changing. Rudy Bilich and his daughter Lisa offer their perspectives on how different generations work in the accounting profession today, and what it could mean for the future.
When a movie called The Accountant comes out, CPA Conversations pretty much has to review it. Bill Hayes, managing editor of the Pennsylvania CPA Journal and member of the CPA Conversations crew, headed to the theater to check out this Ben Affleck flick. Find out what he thought.
Lisa Tierney, president of Tierney Coaching & Consulting Inc., shares how developing an effective professional profile can help CPA firms generate a client list that ensures success. She provides tips for letting personality shine through while remaining professional, as well as getting over the common reluctance to “toot one’s horn.”
Special edition: Part of Donald Trump’s 1995 tax records were revealed a few days ago, and where it came from nobody is really sure. Ed Jenkins, CPA, chair of PICPA’s Federal Taxation Committee, provides this exclusive on how CPAs should handle client information when dealing with the media.
Ken Pyle, a partner with IT security firm DFDR Consulting, speaks with CPA Conversations about the detrimental side effects cyber hacks can have on CPA firms. He details the steps all firms should take within 24 hours of an attack, and identifies some of the ground-level measures businesses should implement to keep their data safe.
Faye Miller, a partner with RSM US LLP, sits down with the CPA Conversations crew to discuss FASB’s new credit loss standard, with special concentration on the biggest concerns for auditors, the differing approaches of FASB and IASB, and opportunities for CPAs to help firms and clients with implementation.
As a bonus to his fall 2016 Pennsylvania CPA Journal Business & Industry column, Tim Dinan, vice president of finance for Berks Packing Company Inc. in Reading, shares his company’s experiences with a margin risk management program.
Mason Pan of Control Risks Group in Washington, D.C., joins Bill Hayes to discuss data analytics, in particular how it can be used to make a CPA’s work life easier. He explores skills CPAs can acquire to thrive in the new big data environment and ways data analytics can enhance efficiency for the benefit of clients.
You’ve decided to leave your company. You tell your current employer. But then they wow you with a counteroffer, promising more money and increased flexibility. What should you do? In this episode of CPA Conversations, Brandon Saylor, a partner with executive search firm The Atlantic Group, discusses the effect accepting a counteroffer can have on your professional career and reputation.
Randy Johnston of K2 Enterprises joins Bill Hayes to talk about establishing a strict e-mail archiving and retention policy and the positive benefits it can have for a business’s everyday operations. Johnston discusses the effect e-mail can have on efficiency, and details the available automation options to help manage it.
Peter Calcara, PICPA’s vice president of government relations, joins Bill Hayes to talk about the new Pennsylvania budget, including the major differences from last year’s version, why the process went so much quicker, and key changes to the tax code.
Jim Caruso of RSM US LLP joins Bill Hayes to talk about the importance of making sure non-financial managers have a basic understanding of the financial department’s role in a business’s success. He discusses vital steps for passing along this knowledge and positive effects it can bring to the bottom line.
This CPA Conversation offers a word of advice to CPAs who may be intimidated by aggressive bosses. Bill Hayes reads the Pennsylvania CPA Journal column, “Being a Subordinate Is No Excuse for Subordination” by Ibolya Balog; a piece that delivers a cautionary tale on how to avoid disastrous career choices and provides advice on maintaining professional integrity by applying the Code of Professional Conduct.
Join Jim DeLuccia and Laurie Horvath, CPA and author for the Pennsylvania CPA Journal, as we discuss the governance and oversight benefits of having audit and finance committees at volunteer organizations. She provides great insight into the different skills or traits committee members need to succeed.
PICPA’s Bill Hayes and Jim DeLuccia sit down to talk about PICPA’s new podcast series, CPA Conversations, and what PICPA members can expect from it. They talk about the different topics that will be explored, how the podcasts will benefit CPAs, and ways that PICPA members can help make the podcasts more effective.